Viewing profile — drinkzima

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The issue is that there isn't a great alternative. The euro is difficult to manage because of the diffuse control, pound an even smaller economy, RMB just not global enough (and to…

I think the home buying sites do a decent job here for both search and drill down. Redfin search: https://www.redfin.com/zipcode/94110 Redfin listing: https://www.redfin.com/CA/San…

The straw man is always that self-serve fails because every user cannot use data well at work. The reality is some users will be inclined to solve their own problems and others wil…

Gross profit is what most people think of as revenue. What they start with after goods and shoppers less COGS.

I don't understand why you would do this when short term Treasuries or money market funds exist. There are far better solutions than what you suggest.

It's mostly false: https://fred.stlouisfed.org/graph/?g=1Pik

We have metrics for these things ("Capitalists are taking a larger and larger share every year"), no need for hyperbole: https://fred.stlouisfed.org/graph/?g=1Pik

Good Bloomberg interview with him (month old): https://www.youtube.com/watch?v=kgCUn4fQTsc&ab_channel=Bloom...

Has anyone found credible research around mean, min, max, average vis-a-vis climate change? Quick search didn't surface anything beyond lots of average temperatures and median fore…

They burned almost a billion dollars in operating cash flow last quarter, and nearly all of their profitability in the past flowed from retail, which has shifted down dramatically.…

More here: https://quantdare.com/correlation-prices-returns/

Maybe single day move on acquisition announcement - ATVI up quite a bit on 1/18, MSFT down that day. As an aside, the methodology says "We calculate the correlations between 2 secu…

Yep, odd is probably the wrong word, I just find the specific transferability term egregious.

Specific terms that offer pro rata re-assignment at YC discretion: "Neither this Agreement nor the rights contained herein may be assigned, by operation of law or otherwise, by Inv…

This seems odd to write, as [I believe] YC has one of the strongest, least-founder-favorable versions of pro rata. YC sets so many market terms for startups, they could change this…

In all of this fever people seem to be ignoring this is a diff of $2m of tax incentive down to $1m of tax incentive on someone taking home $6m dollars (the diff between long term c…

"Additionally, our Net Dollar Retention rate for all of our customers was 100%, 105% and 107% for the three months ended December 31, 2019 and 2020 and March 31, 2021" Above water,…

It's traded it's entire float many times over in the past week: https://www.marketwatch.com/story/gamestops-stock-surge-is-m...

It's based on timing of hires. These are grants over a fixed time period. The others have shares vesting from before.

The stock-based comp portion of these are moving around incredibly quickly right now. Probably changes the calculus in lots of cases.

Alex Clayton's breakdowns always good and a little more digestible: https://www.meritechcapital.com/blog/procore-ipo-s-1-breakdo...

"Consequently, we filter our dataset down to only those companies that raised a seed round with AngelList, and those companies’ subsequent rounds of fundraising that we have inform…