মিডিয়া
- টুইট
- টুইট এবং উত্তর
- মিডিয়া, বর্তমান পৃষ্ঠা।
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Kenya in 2019 will be another test of the ability of a Loon balloon to stay stationary enough to provide coverage with meaningful capacity given the need for frequency reuse. https://www.wired.com/story/loon-internet-balloons-kenya-google-alphabet-x/amp …
Flight paths in Puerto Rico looked like this:pic.twitter.com/NLbZ0UETXE
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There is a reason why the word "hardware" includes the word "hard." https://www.barrons.com/articles/ericsson-earnings-can-you-see-5g-1531944298 …pic.twitter.com/4T6357GlJk
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I started with Craig McCaw who like John Malone started in cable TV: https://www.google.com/amp/s/25iq.com/2014/11/02/a-dozen-things-ive-learned-from-john-malone/amp/ ….pic.twitter.com/jgqUX4R7eU
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How many of these cranes in San Francisco are above apartment buildings?pic.twitter.com/ZWCcbJW37b
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@MylesUdland The term book value" is used zero times in the announcement. Book value and intrinsic value are very different metrics. "...below Berkshire’s intrinsic value, conservatively determined,” the company said.pic.twitter.com/aiZf9Ki60v
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What I like about this style of Twitter debate is that just like on World Wide Wrestling after the performance we can laugh and maybe have a beer someday. I don't own NFLX. I do own Amazon and Apple.pic.twitter.com/RLu9GKzyk4
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Netflix free cash flow is very important for any potential investor to monitor. The only unforgivable sin in business to is run out of cash. But creating value is orthogonal to that. Value creation is determined by doing a DCF analysis. John Malone describes the objective:pic.twitter.com/x19pV4mtoE
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Ben Graham never used the term "value investing." Others applied the term later. Graham used the term "margin of safety" often. Correct usage today would be: "Apple is a 'margin of safety' stock when you calculate intrinsic value using a DCF analysis."pic.twitter.com/Q9uRRuDlNr
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Any Berkshire buyback must meet the required test which is based on intrinsic value (conservatively determined): https://www.google.com/amp/s/25iq.com/2015/11/21/why-and-how-do-munger-and-buffett-discount-the-future-cash-flows-at-the-30-year-u-s-treasury-rate/amp/ …pic.twitter.com/EZKdfSKxJp
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If an anonymous account disappears now, we may have a clue as to who they were.pic.twitter.com/BhzkoKBf1C
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Owning stocks does not give the holder the exercise equivalent of buying gold coins deep in the woods though!pic.twitter.com/Z06t7Qt2XT
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SEA is the place to find software engineers. 50 new software engineering arrivals every week. Agglomeration effects.pic.twitter.com/83iVcSUouM
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"Seattle tops NYC as favorite expansion market for Bay Area tech companies" https://www.geekwire.com/2018/sick-san-francisco-seattle-tops-nyc-favorite-expansion-market-bay-area-tech-companies/amp/ …pic.twitter.com/CwO9QnzVI6
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Another person caught speeding in the New Mexico desert. This was in 1977. Do you know who he is?pic.twitter.com/76rOslq5SB
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Earlier this hustler out of the vegetable garden beat me at Soul Caliber too. In my own garage! Claims he is a value investor but ignores margin of safety. That's just not right.pic.twitter.com/1s0G32268h
এই থ্রেডটি দেখান -
Currently status: being hustled in my garage by a pool shark that is as cool as a cucumber.pic.twitter.com/bJNgmdEYuV
এই থ্রেডটি দেখান -
These XLB are from Din Tai Fung. 18 folds with a golden ratio of 5 grams pork to 16 grams dough. Some people in Seattle prefer Dough Zone Dumpling House, Ping's or Szechwan Garden. I found a XLB with only 17 folds once and ate it anyway. I lived to tell this story.pic.twitter.com/ENXdN762NQ
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That something is possible, doesn't mean it is desirable or optimal. https://m.youtube.com/watch?v=-Mfsk5z9pYU …pic.twitter.com/NtotfInf39
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Of course, some business model pivots by butterflies never found product market fit. It seems likely that high heeled Crocs will suffer this same outcome. But human and butterfly behavior is inherently unpredictable. "The flap of a butterfly's wing in Brazil can cause...."pic.twitter.com/iEg8YS8mRo
এই থ্রেডটি দেখান
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