Viewing profile — am3101

I have for years synced all my financial data through aggregators (Mint for a long time until it was shut down, YNAB for a bit, Monarch Money now, and have experimented with a doze…

It’s a much simpler answer. There is a shortage of skilled blue collar workers. When demand outstrips supply for talent, talent becomes more expensive and low-quality talent surviv…

Bourbon was definitely on the downswing before this (note that any spirit made in the US will have the same issue with tariffs). First, as noted, there are generational (and cyclic…

I think this is more a function of “development is hard and there are a lot of fraudsters” vs conversions specifically. Conversions are harder than an average development but there…

Not just regulations. Basic issues like - office floor plates are wide, but all bedrooms need windows so you end up with weird sliver rectangular floor plans bc you can’t have an a…

Just to put this in perspective, the Mamdani housing plan is 200k homes over ten years which would be far below the historic pace of new construction in nyc. Conversions are great …

That’s true though: (1) while Tolkien isn’t trying to write an allegory he is trying to tell a story and build a world that is internally consistent (he famously builds up from lan…

Canavan is eminently more qualified to talk about Tolkien than I am, though I am surprised (as another commenter noted) that there are no references to any of the legendarium beyon…

By "insider trading" I assume you mean illegal insider trading. There are a few levels: (1) explicitly illegal insider trading where you trade on MNPI and hope no one notices (e.g.…

This is really hard to quantitatively track, but there is a similar concept called the "hairy back chart" where you compare management guidance to actuals (or street guidance, whic…

I think this goes back a bit to what personas you are trying to solve for. Many companies have a generic investor presentation on the website.[1] Every professional investor will h…

there are definitely times when you care about absolute price—e.g., if you are trading options that strike at given prices, or if the company has convertible debt that can be conve…

For sure though I assume this is targeting small shops without R&D teams. R&D teams prob have built this tooling / you can get it from Bloomberg. Target shops don’t have time to de…

I am a portfolio manager of a small/mid-cap equity fund. This is definitely cool and clearly took a lot of time and thought! If this is a side project, that's amazing and I love it…

Small note: it’s Cliff Asness from AQR who came up with the illiquidity “premium,” though Levine does report it a lot. This matters a bit bc AQR is a large hedge fund that trades i…

The two biggest threads that seem to be coming out: 1- a number of large shareholders are on board 2- (probably related to the prior point) no one seriously thought Musk would be a…

I went to Princeton and actually found the "COS" department was excellent at introductory programming. A lot of people took COS 126 (the introductory class—equivalent of AP Compute…

Also, really only relevant in NYC, but [Subwaydle]( https://www.subwaydle.com/ )

I think this article drastically underestimates how hard it is to build and acquire new businesses. It reads like a caricature of a first-year management consultant’s recommendatio…

Non-Googler here who is curious—news reports tend to say that tech talent is fleeing New York/SF and moving to Austin/Charlotte/etc. But I have a couple of Google friends who work …

I work for a corporate innovation group in a slow-moving industry (think similar to financial services). We've built a couple of software products that have been pretty impactful t…