Viewing profile — whatok

Elon took out loans with over 100% annual rates?

I'm not making an argument one way or the other beyond that the OP conflating deliveries with packages is inaccurate and misleading. People are acting like drivers are expected to …

I should clarify that comment with if you made a naïve assumption of 3-4 packages per delivery then it's a similar workload. I don't doubt that Amazon workers are treated worse tha…

Comparing packages to deliveries is apples to oranges. I don't disagree that these jobs are rough but 120 deliveries with an average of 3-4 packages per delivery paints a similar p…

You have a small taste of that in this with the second largest holding PRNT. https://ark-funds.com/3d-printing-etf

> I don't follow your point? Private companies can take a loan just as easily as public. If they were unable to attain the financing they wanted, they'd still have plenty of their …

Netflix would not remotely resemble its current form and likely would have been acquired years ago if they did not pivot to their own content. Switching to their own content requir…

Amazon has been paying significantly above minimum wage for several years now: https://www.npr.org/2018/10/02/653597466/amazon-sets-15-mini...

> Initial Disclosure: This report represents our opinion, and we encourage every reader to do their own due diligence. Please see our full disclaimer at the bottom of the report. W…

Relevant text: Oracle is implementing a more flexible employee work location policy and has changed its Corporate Headquarters from Redwood City, California to Austin, Texas. We be…

From Bloomberg (not on the web yet): Amazon.com Inc., American Express Co., Daimler AG and Stripe Inc. are among those joining a new GitHub program that will let companies directly…

it doesn’t have anything to do with developing an app and everything to do with HBO insisting on how their content is distributed. they recently reached a deal with amazon and i be…

In a lot of cases, reporters do not have access to AUM or want to extrapolate from potentially misleading sources in order to construct a percentage return that does not exist publ…

Liquidity doesn't begin to explain the valuation question. SoftBank's market cap was once 110bn vs their stake in Ali Baba at 150bn [0] . Even if you marked all the Vision Fund non…

Your underwriting standards are going to be different depending on how much skin in the game you have.

The timing makes sense if it is in response to his recent remarks but the regulation is extremely punitive vs potential outcome if this IPO gets botched.

There's a regulatory draft that requires small business lenders like Ant to warehouse 30% of the loans they originate vs the 2% that they currently have on balance sheet. This draf…

I mean, I guess that's something that you can do but it's likely to get you laughed out of the room and greatly encourage them to reverse engineer whatever you were trying to sell.…

What you're saying is correct but also puts a non-sophisticated seller in a poor negotiating position. They do not know what existing data the buyer uses or how their data can be c…

And even if you're somehow able to figure out a trading strategy on this with no expertise, there are extremely few data sources that are actually proprietary so alpha decay is a v…

> -Matt's ability to understand and synthesize topics reflects incredibly highly on his intellect. I don't know anyone on Wall Street... is his level of intellect common among inve…

Where are you getting "losing a quarter of their value overnight" from? The stock is still up from its initial listing price. If you're talking relative to peak private value, virt…

Really funny/sad that these guys as well as others have historically downplayed rap and other black music, felt the need to placeholder some in recent years, and now have the audac…