Their cash balance doesn't really matter, it impacts their cost of capital in various ways, but you can still compare the ROIC of any given project to the overall company's cost of capital.
They are related but different concepts. The value of a company is equal to the discounted value of its future cash flows. If rates go up, that means a higher return can be had for zero risk, which means all cash coming in the future at more than zero risk is now worth less. There is a second term other than risk free rate in the discounting equation which is related to capital structure. So, amount and cost of debt does impact valuation (though there is some debate and theory that makes my statement not quite true), but it is not the only factor.
I really don’t understand the push for white collar tech employees to be in unions. It’s my understanding that in most union jobs, compensation and benefits are strictly based on time in role, not performance. I try and excel in my role and others are less interested in doing so. I should be promoted faster and compensated higher.
Always $10, the share price is a complete fabrication so this just became a trend because it’s a nice number that’s easy to calculate %s from and the S-1 math was more standardized.
Redshift is a columnar database like BigQuery, so wouldn’t be based on an OLTP DB like Postgres. More I work for Google disclosures, but I think BQ kicks Redshifts butt.
I don’t know the details of Aurora, but AlloyDB separates compute and storage for Postgres. Masters can scale up and down with no downtime, and storage is provisioned in real time. Only pay for what you use. There is also a columnar engine cache, basically BigQuery, for OLAP queries.
I quite like my android tv on my lg display. It’s responsive with a nice solid feeling remote. I think there are ads on the screen but I’ve never given them more than a passing glance except once or twice I was recommended a good tv show. Most people outside of the HN crowd really don’t think about this stuff at all.
Not sure if this would be valuable to anyone but I have a custom apps script that parses all of my new calendar event and takes certain actions on certain events. For example, events from/to my wife get marked as personal color and private, title starts with a star -> personal and private. Event from workout class system -> mark as fitness and private.
Yeah especially with his filing saying he’s waiving BDD. That’s a tough one to escape. He’s claiming that Twitter has made a material misstatement on their public filings. I’m sure that disclosure has been heavily diligenced.
IRRs have been waning the last few years anyway, to the point folks will look at 12.5%. There is a lot of money chasing PE allocations. Of course top quartile funds will just pull further away from the pack.
I’ve been in this type of role and the problem is your clients send you XLSX and expect it in return, as well as other 3rd parties exchanging data as part of the engagement/transaction. Changing one company is hard but changing an industry is entirely different.