@__paleologo Curious what you would recommend as pre-requisite readings needed before moving on this one, if at all?
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Zach Warren
47 posts
Zach Warren
@ZachWa
Please remind me to ask you questions.
Katılım Haziran 2009
504 Takip Edilen43 Takipçiler
@howardlindzon Given many companies and industries you look at are so nascent, what are the KPIs you look at to make bets on which will be successful or not?
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@howardlindzon Do you actively look for shorts in this type of backdrop? What types of stocks do you find perform better or worse when indices are so extended like this?
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I will say I don’t like buying stocks or adding market risk when the index is so far from its 200 day moving average
Mac10@SuburbanDrone
The sheeple abhor every kind of inflation, except asset inflation. They love to buy inflated assets with maximum leverage. And yet, for all the warnings on inflation, there is NO ONE to warn them that type of inflation is LETHAL.
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How do I KNOW that we are still early in crypto?
Solana has gone from $1 to $100 this year with only now 7,000 followers on @Stocktwits
Insert all the jokes you want but so few are still involved in crypto
$sol.x
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@TurnerNovak @kmlake @TurnerNovak do you know what the purchase rate is on each box? (i.e. how many units shipped in each box and how many of those items are purchased?)
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This interview with @kmlake is 💯
Stitch Fix is incredibly undervalued. I can’t think of many other companies at the same scale that have both the capabilities and permission from millions of customers to auto-ship them products they’ll likely buy
breaker.audio/the-twenty-min…
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@NateSilver538 How large is the daily revision in testing data? Looking at the charts the positive test rate has spiked in the past two days versus prior week. Isn’t that a key metric you follow to evaluate spread?
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This is the Orange County testing data. A huge surge in tests; they're now testing 2-4 times as many people per week as they were just a few weeks ago.
occovid19.ochealthinfo.com/coronavirus-in…
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You know why there's maybe been a surge of cases in Orange County, California, as this story focuses on?
Because they're doing a ton more testing than before.
latimes.com/california/sto…
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@HillfieldCap @JerryCap ... and some of the pressure points destroying incumbent retailers since 4Q13 will start to abate.
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@HillfieldCap @JerryCap Scale definitely. WMT has $20bn of digital sales with a decent chunk pick up in store and still losing money...
If your CAC continues to increase despite generating hundreds of millions in sales, your business is not scalable.
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@andrewchen @reddit Maybe you should plot number of school shootings on there...
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Lol. “Fortnite: the anti-weed, anti-sex, anti-TV, anti-alcohol, anti-smoking solution parents have been seeking for decades.” Via @reddit
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@andrewchen How about Microsoft... => slack, zoom, beautiful.ai, Dropbox,
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dear lazyweb,
after the "unbundling craigslist" era over the past 10 years, what do you think is the next big, horizontal platform that will be unbundled in the next decade?
Linkedin, youtube, Gsuite are good choices. What else?
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@andrewchen How about FAAS: “Food-As-A-Service”. For specific cuisine, it could be PAAS or Pizza...
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I need a catchphrase that’s a “Farm-to-Table” 2.0 describing the future chain of events:
- Grown as plant protein
- Cooked via dark kitchen
- Dispatched via delivery app
- Sent by sidewalk bot
- Paid via uber credits
- Photo shared on Insta
“Farm-to-app?” Anything better?
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@captainhamptons what text editor do you use? Notice on your tutorials a lot of autocomplete help.
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@pfmpfmpfm @latimesfood Peter, I have an urgent and horrifying news story for you. An article suggesting Great Jones Cafe will reopen and be run by a former Tao chef named "Big Sexy" that plans to pivot the menu from Cajun to "modern American" as the original Great Jones menu is "not trending now". Help
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Extraordinary book -- I totally agree! 👇 twitter.com/jposhaughnessy…
Jim O'Shaughnessy@jposhaughnessy
Book recommendation: "Against the Gods: The Remarkable Story of Risk" by Peter L. Bernstein Beautifully written and will introduce you to the origins of a lot of stats/concepts we take for granted today.
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A1. Installed Rails but then decided I wanted to learn Ruby first and just got my copy of the PickAxe #CodeNewbie
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@ruhlman just found your matzo ball recipe. Any thoughts on using duck fat instead of schmaltz?
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@GasMonkeyGarage why don't you try doing auctions in other states. You always lose money when you do it in Texas...
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@MikeBloomberg I know you don't take taxis often but you would have a pretty hard time getting one right now. #moremedallions
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