Archive: https://archive.ph/2025.04.07-072352/https://www.foreignaffa...
Bear in mind that your life expectancy is higher as you get older. E.g. the life expectancy for a 72 yr old is not 73, its higher. But I agree with the general point about an age cap.
The other element at play is that if the EU fines become so egregious that US companies pull out of offering certain products in the EU, then what would fill the vacuum? Answer: Chinese tech companies with CCP control -…
Honestly, these multibillion dollar fines from the EU against US tech companies always have an air of 'Since we don't really have a domestic tech industry, these judgements don't really set a precedence for domestic…
Back in the aughts I thought Vice felt legitimately edgy, surprising, adventurous. Then, they realized they could get boatloads of money from 'traditional' media companies, that desperately wanted to look…
Derivatives would make what youre talking about not work. Or lead to very convoluted rules which is bad.
It would really turn the energy around to cut the bloat, bring in Helgason as CEO w $1 salary but boatload of call options, have him explain a model that encourages indie devs while milking cash from gaming giants, and…
My old high school friends put noisy exhaust systems on because the unrestricted systems promised to increase the hp of their 100hp honda civics by 5-10hp. BMW actually used to play fake engine noises through the…
Am I an "extractive industries" "affiliate" if I just fueled my hatchback up with fresh tank of gasoline?
In many major Chinese cities you literally cannot see the sun bc of air pollution. No major city in VN is this bad. Will it get worse? Maybe but I wouldn't necessarily expect it. VN people actually do get quite…
If you want dense/affordable/good-public-transportation and you like east asia, I'd recommend Bangkok, Kuala Lumpur, Taipei, Kaosiung. You can live in those places with far less political, language, thought-police…
I've spent years in both China and Vietnam. I also used to believe the common phrase that Vietnam was a "mini China". Reality is different. It's no where near as repressive. Real Christianity & Buddhism is all over the…
It gets you a really sophisticated 'auto-complete' feature
The problem is republican lawmakers don't like writing laws interfering with businesses + democrat lawmakers benefit from Apple's politics.
Example: sell attractively priced insurance against a 100-year-flood. You make money for 20 years, but then a crazy big flood bankrupts your insurance company. Who would have thought that would happen?! Options (and…
True. In fact, at my last interview they looked hard at my resume and then asked, "And so why should we hire you?". I snapped off my sunglasses and, trying to contain my annoyance, said, "Guys, I solve problems and…
Upvote for 30 years. Try it for a while, if creative industries aren't meaningfully damaged by the reduced IP rights, then maybe even take it down lower to like 25 or even 20 years.
They can hire bankers to try and find an investor who is 'management friendly'. Although, honestly, I can't see why any investor would really respect them given TWTR's performance.
Making a DCF analysis for education is going to be extremely murky. That said, since it was done in spreadsheet, it would be easy for a relatively non-technical person to tweak the numbers to refute the author's…
It's also useful for negotiating rates. Saying you want a rate to be .2% lower is awkward and wordy. Saying 'can we take it down 20 bips?' sounds much more pro ;).
The oddity to me is that this has been going on for at least 40+ years and people still seem surprised when something like the Arm situation occurs. Great, humorous book written a long time ago on this subject is…
As a financial buyer there are only 3 ways to make money: 1) higher multiple (buy low, sell high), 2) improve cash flow, or 3) lever-it-up with debt (like when you buy a house with a big mortgage). #2 is the only method…
Archive: https://archive.ph/2025.04.07-072352/https://www.foreignaffa...
Bear in mind that your life expectancy is higher as you get older. E.g. the life expectancy for a 72 yr old is not 73, its higher. But I agree with the general point about an age cap.
The other element at play is that if the EU fines become so egregious that US companies pull out of offering certain products in the EU, then what would fill the vacuum? Answer: Chinese tech companies with CCP control -…
Honestly, these multibillion dollar fines from the EU against US tech companies always have an air of 'Since we don't really have a domestic tech industry, these judgements don't really set a precedence for domestic…
Back in the aughts I thought Vice felt legitimately edgy, surprising, adventurous. Then, they realized they could get boatloads of money from 'traditional' media companies, that desperately wanted to look…
Derivatives would make what youre talking about not work. Or lead to very convoluted rules which is bad.
It would really turn the energy around to cut the bloat, bring in Helgason as CEO w $1 salary but boatload of call options, have him explain a model that encourages indie devs while milking cash from gaming giants, and…
My old high school friends put noisy exhaust systems on because the unrestricted systems promised to increase the hp of their 100hp honda civics by 5-10hp. BMW actually used to play fake engine noises through the…
Am I an "extractive industries" "affiliate" if I just fueled my hatchback up with fresh tank of gasoline?
In many major Chinese cities you literally cannot see the sun bc of air pollution. No major city in VN is this bad. Will it get worse? Maybe but I wouldn't necessarily expect it. VN people actually do get quite…
If you want dense/affordable/good-public-transportation and you like east asia, I'd recommend Bangkok, Kuala Lumpur, Taipei, Kaosiung. You can live in those places with far less political, language, thought-police…
I've spent years in both China and Vietnam. I also used to believe the common phrase that Vietnam was a "mini China". Reality is different. It's no where near as repressive. Real Christianity & Buddhism is all over the…
It gets you a really sophisticated 'auto-complete' feature
The problem is republican lawmakers don't like writing laws interfering with businesses + democrat lawmakers benefit from Apple's politics.
Example: sell attractively priced insurance against a 100-year-flood. You make money for 20 years, but then a crazy big flood bankrupts your insurance company. Who would have thought that would happen?! Options (and…
True. In fact, at my last interview they looked hard at my resume and then asked, "And so why should we hire you?". I snapped off my sunglasses and, trying to contain my annoyance, said, "Guys, I solve problems and…
Upvote for 30 years. Try it for a while, if creative industries aren't meaningfully damaged by the reduced IP rights, then maybe even take it down lower to like 25 or even 20 years.
They can hire bankers to try and find an investor who is 'management friendly'. Although, honestly, I can't see why any investor would really respect them given TWTR's performance.
Making a DCF analysis for education is going to be extremely murky. That said, since it was done in spreadsheet, it would be easy for a relatively non-technical person to tweak the numbers to refute the author's…
It's also useful for negotiating rates. Saying you want a rate to be .2% lower is awkward and wordy. Saying 'can we take it down 20 bips?' sounds much more pro ;).
The oddity to me is that this has been going on for at least 40+ years and people still seem surprised when something like the Arm situation occurs. Great, humorous book written a long time ago on this subject is…
As a financial buyer there are only 3 ways to make money: 1) higher multiple (buy low, sell high), 2) improve cash flow, or 3) lever-it-up with debt (like when you buy a house with a big mortgage). #2 is the only method…