Doug Hohner @DougHohner

Focused on applying decision science in both the corporate world and in investing Joined March 2021

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Doug Hohner @DougHohner

4 months ago

@patrick_oshag I suppose but this is not even a real objective - Startup capital returns have been adequate to quite good during this period, and the combo of high success rate and high innovation is not a possibility. If you know you will succeed it isn't innovation.

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Doug Hohner @DougHohner

5 months ago

@__paleologo So totally does not work. I re-tread these steps again just this week to no avail. Requires a bunch of assumptions that are NEVER true and when not true, creates nothing but noise.

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Doug Hohner @DougHohner

6 months ago

@SBarrettBar False. Epson MX80 was an absolute tank of a dot matrix printer. Totally un-killable. Crap product, forced internet software linkages, toner lock in etc... - the whole business model is complete garbage at this point.

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Doug Hohner @DougHohner

7 months ago

@SystematicPeter And what about taxes? Does monthly roll w 12 month hold perform at all similarly? (12 rolling 12 month hold sleeves)

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Doug Hohner @DougHohner

7 months ago

@choffstein Carry strategy performance (again). I know… diversification.

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Doug Hohner @DougHohner

7 months ago

@abcampbell AERG

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Doug Hohner @DougHohner

7 months ago

@MebFaber Great list Meb!

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Doug Hohner @DougHohner

8 months ago

@__paleologo @kchonyc "It's like a better Strang book" is extremely high praise. That has me taking a look.

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Doug Hohner @DougHohner

9 months ago

@GestaltU Yes. See any problem with $1T Capex investment in this flat supply curve?

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Doug Hohner @DougHohner

9 months ago

@investingidiocy @clenow What a flex. Impressed. I have some nice tailored suits from 6-7 years ago that I don't quite fit in. I am fighting the good fight to get back rather than break down and go back for more...

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Doug Hohner @DougHohner

9 months ago

@investingidiocy For sure

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Doug Hohner @DougHohner

10 months ago

@__paleologo @mjmauboussin We could get him a banjo.

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Doug Hohner @DougHohner

10 months ago

@F_Compounders Note This is “top quartile over long periods requires solid (surprisingly not that very high) revenue growth”, NOT “fast revenue growth —>top quartile tsr”

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Doug Hohner @DougHohner

11 months ago

@choffstein Apparently it turns out they didn’t even actually break any rules - legit license and no rule against cleaning your kill in the dorm. Awesome.

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Doug Hohner @DougHohner

11 months ago

@investingidiocy Hi Rob. Cool. I wondered about this, as I ran basically the identical analysis within US equities, and the “residual momentum” left after 5-8 PCA’s is quite substantial. I know not your thing, but your idea is not a dead end in equities.

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Doug Hohner @DougHohner

11 months ago

@bgurley Enron-esque accounting, exactly the same as their off balance sheet financing vehicles.

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Doug Hohner @DougHohner

11 months ago

@ShanuMathew93 This is Enron accounting. Exact same sort of terms they used for “off balance sheet” financed vehicles.

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Doug Hohner @DougHohner

11 months ago

@TotemMacro I suppose that must be true. I see the world lately mostly through the eyes of people supplying repair parts for equipment, where there is effectively no domestic supply, so sort of the extreme case. Good to remember our individual point of view is not aggregate