echantech @echantech1
code stonks and snark. opinions are my own. ex-@apple @Uber engineer, account not for sale. Bay Area, CA Joined August 2020-
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In light of the continued layoffs in the past months, I think my analysis that the industry is simply crowded and cutting costs is correct. I had published this a month ago. echantech.com/post/state-of-…
I feel like 1960s Buffett is screaming into the present day…
Met the Ray from Ray’s Candy Store! 90 years old and still running the store!
Happy Tax Day. As is tradition, here's Donald Rumsfeld's legendary letter to the IRS: "I do not know whether or not my tax returns are accurate, which is a sad commentary on governance in our nation's capital"
xz 5.6.0 and 5.6.1 source tarballs are backdoored. Investigation found that no #alpinelinux xz binary is affected. - stable branches uses xz 5.4 or older. - edge uses unaffected tarball - the backdoor doesn't work with musl openwall.com/lists/oss-secu…
1/ Really enjoyed the WSJ piece this morning on Morris Chang, the founder of TSMC $TSM
Job postings vs job seekers on HN. By this metric, the job market is arguably worse than COVID.
Revisiting the tax argument for layoffs, if you look at the 2023 layoffs vs margins of various tech companies, its not congruent Layoffs are happening even in healthy companies. The places where eng/across the board layoffs are occurring are where the operations are in trouble.…
I made a little 13F program which will strip options from 13F holdings to give you a more accurate view of a fund's size: github.com/martinshkreli/… When a fund reports that they own stock and puts and calls, they have to mark each at notional value instead of the real exposure.
so apparently they aren't called "vests" they're called gilets
Bazel people: is there a way I can make logging from an action redirect away from worker log to the console and build output?
wrt the TCJA Sec 197 argument for the layoffs in the tech industry, the data really does not support this. 1) The biggest provision of the TCJA is the tax rate drop from 37->21%. That was made permanent 2) The companies that should be most affected aren't laying people off.…
DOJ lays out the bull case for $AAPL
Some wise words. You know when it’s time to quit something when nothing makes sense anymore. When something you used to dominate easily just doesn’t look like something you can understand. Avoid things that aren’t immediately obvious to you. basketballnetwork.net/latest-news/ke….
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East coast networks: get you into hedge funds West coast networks: get you into tech deal Canada network: get you into junior resources
Ed Thorp was an early investor in Ken Griffin's Citadel: "Frank Meyer, who was the other general partner with Ken Griffin, was a longtime friend of mine. I had Ken Griffin out to the house, when he was about 18 or 19, and I had just started up with Frank and talked to them about…
In his 2005 fund letter, Nick Sleep mentions the Robustness Ratio. The Robustness Ratio is a framework one can use to think about the size of a company's moat. It is the amount of money a customer saves compared to the amount earning by shareholders.
"I am personally skeptical of some of the hype that has gone into artificial intelligence. I think old-fashioned intelligence works pretty well."🎯 Charlie Munger
120% long Google guy looking pretty smart again
Please don't smoke when you're pregnant it's so irresponsible
Now that Intel has broken out their fabs into their foundry segment, it's possible to compare margins between Intel and TSMC. It's amazing to realize that it costs $INTC 3x as much to create the same chip as $TSM 😳 (And the stock has been punished accordingly)
And there it is: "Alphabet’s Board of Directors today approved the initiation of a cash dividend program and declared a cash dividend of $0.20 per share that will be paid on June 17, 2024. The company intends to pay quarterly cash dividends in the future."
Glad to see $META paying a (token) dividend. It's insane how much cash some of these tech companies hold. Hopefully $GOOG $AMZN $NFLX follow suit. (Amazon least likely IMO)
Short $aapl because they cannot declare a dividend for the first time.
These people exist on the left. If you go to a Trump rally you’ll find the same idiocy & delusion about reality in a different direction. Most people are rational, but they’re also poorly informed, incurious, and incapable of critical thinking. And THAT is why there is alpha.
That moment when the young woman has to ask her friend: "Why are we protesting here?" And the friends says: "I wish I was more educated" They're all in...but have no idea what they're in (answer: a pro-terror street party).
Mauboussin and Damodaran are truly exhausting. Reminds me everytime of Munger criticism “The craving for that physics-style precision". Dude, 20x PE is just the present value of earnings growing at 5% (GDP+) discounted at 10% (your return requirement). Or 3% and 8%. Whatever.
The $SENEA VIC writeup is now available for anyone with a free/non-membership account. 2.7x normalized earnings at $50/share.
$BRKA $BRKB insurance float history from 1994 to 2023. On average float of $166.5 billion, Berkshire was *paid* 4.2% in 2023. Last year was a banner year with an underwriting margin of 8.3% on $83 billion of total premiums earned.
"We think any company that has an economist, you know, certainly, has one employee too many." - Warren Buffett
The Bookworm is shaking things up a little bit this year at the Berkshire Hathaway annual meeting. In honor of the late Charlie Munger, the new @stripepress edition of Poor Charlie's Almanack will be the only book on sale at the meeting. Other Berkshire-related favorites can…
+11%?? With numbers that bad $TSLA should be up way more...
“A DCF is like the Hubble telescope - turn it a fraction of an inch and you're in a different galaxy.” - Curtis Jensen
Charlie Munger was never afraid to tell it like it is. But, as @MohnishPabrai recently pointed out, he also possessed a surprisingly light touch when serving on the boards of companies and charitable organizations. "The interesting thing about [Charlie's] finesse was…
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