Viewing profile — dpcheng2003

Congrats on the launch guys! Full disclosure, I worked with Nick and Omar at Gusto. I saw firsthand how much software can help an ops team. Since we didn't have Flowdash at Gusto, …

My 2c as a former Gusto employee: The watermelon interview was no joke and not a rubber stamp. I wasn't on the watermelon crew but it was a real badge of honor at Gusto to "represe…

I used to be a PM at Gusto so I can add to Eddie's answer. As Eddie mentioned, it's non-trivial to keep the existing applications running as well as they do. That being said, a non…

I think there's also some anchoring bias that happens with easy mental math calculations like 20 on 80, or 40 on 360, since the financial fundamentals don't matter at the earliest …

I'm confused by this comment. Doesn't Box sell an actual product that actual customers pay for? That's revenue. Now if you're referring to profit, then there's enough precedence of…

I wonder if there's a lagging indicator of tech bellwether decline in innovation/disruption when they introduce a dividend. For example, Apple had a dividend in 1995. Then in 1996,…

Completely agree. Facebook's feed is its most valuable real estate and it's primarily used for photo-sharing. If you "carpet bomb" it with requests and gaming spam, it becomes irre…

Some additional reasons: Yahoo's different parts cannot be traded and thus have no liquidity. There's a huge liquidity discount associated with that. If Yahoo were to sell the piec…

I put them together because they're news items on financial shows/periodicals. I am not confusing the two (yes one is illegal, the other can do good). I apologize for the unintende…

I think it's disingenuous to project motivations for Michael Lewis. Is he shilling for the buyside the same way he was shilling for the Oakland A's? In my opinion, the only thing w…

Someone posted this on /r/Startups a few days ago: http://www.reddit.com/r/startups/comments/21s1e0/massive_che...

From the 60 Minutes piece: http://www.cbsnews.com/news/is-the-us-stock-market-rigged/