trustingtrust

Betting against it is doing business with the company. Whether directly in the Indian market or in a market outside India. If I bet against a race happening in some other part of the world, I am in some capacity (indirectly) involved in the race. All they are doing is using analysis to predict a crash and betting against it.

I dont like the idea of 'This seems fishy so let's bet against it'. If something feels fishy stay away from it as much as possible. Michael Burry doesn't happen every day.

The Ambanis are actually not very different from the Adanis, just better at hiding. Hindenburg might have take a short position based on numbers but its likely that as long as the current government stays in power its unlikely these two giants (whether they are really giants or no) will change as governments play a big role in such things. Like someone pointed out, it's more likely that their cons will outlast Hindenburgs short positions. Also we dont know the size of Hindenburgs short. For all we care they have shorted 10$ for this article. I am not defending Adani but I did make money on Adani Wilmar simply because compared to other FMCG stocks it was actually undervalued. If you look at some of the other fmcgs they are significantly more overvalued than Adani Wilmar was when it entered IPO. I gained almost 3x in a short while after which it hit the overvaluation equal to other FMCGs and I exited obviously because from a value stand point it made no sense even at IPO. So when Hindenburg says this will all crash, they are assuming everyone goes by the books in this world.

In another year or two you’ll be able to buy an M1 Air refurb on eBay for maybe 400$ and once this thing is stable, that would probably the best bang for your buck Linux laptop you can buy.

What if your ISP hijacks your DNS (pretty common) and someone was to poison it and instead downloads a malware ? That would mean thousands of windows pcs download this malware by just connecting to the internet.

The original darpa paper is what the TCP/IP stack is still based on right ? It feels like it was never even intended to be at the scale its deployed on. Which amazes me to be honest that people have somehow gotten it to work to this scale.

As someone who lives in Maharashtra and I am close with people in manufacturing I can confirm that the corruption and mafia here is on a different level. You can’t get anything done unless you know people and are willing to bribe at every step.

Bear is so far the best blogging platform I’ve come across. Thank you Herman.

What is the exact reason for such a big backlog ?

My theory is that the backlog is mostly a double edged sword. If the backlog turned to zero today, the Universities would flood with applications from around the world and the number of I140s would increase exponentially in the next 10 years.

The backlog hence keeps expectations in check. I know plenty of friends on I140s who may not get a green card for the next decade. And yet they still plan on buying a home and starting a family in the Bay Area because now they are a prisoner of the lifestyle. Back in India they could live in the top 1% with the money they saved so far but they don’t want to go back ever.

Thus the US is basically keeping its universities funded by enough international students and as long as there are open opportunities in STEM they keep issuing H1Bs and I140s.

The question is whether the government cares at all to deal with backlogs or if they like the current situation. My guess would be the latter.

There needs to be a button based passcode to view TOTP instead of just pressing one button once. That would add a layer of security. A combination of buttons and number of presses should still be somewhat added security.

So a USB PD 3.1 device must support 5V 9V 20V 28V 36V and 48V right ? I wonder how much more complicated and costly the power circuitry will get.

One of my favourite papers for sure. It’s mind boggling the way it was presented.

A bad bit wouldn’t even be noticeable in an image. Changing one bit would make literally no difference. Artifacts look like something the compression algorithm has messed up. Also since the images are actually intact according to Google this is likely just the compression algorithm used to browse the images.

Update: my limited knowledge on this is proof I’m wrong.

I thought the water itself was so impure that if you drink it then the mortality rate is 100%. That’s what the title suggested to me. But turns out it’s the river thats dangerous.

Is this why my iOS devices have been running smoother since I changed my isp to something much better ? I used to have issues with all my ios devices where they just felt sluggish in general doing non internet related tasks too. Now that I have upgraded my ISP everything is just snappier. Just launching apps is faster. This isn’t the first time this transition has happened for me. I’ve been moving a lot last few years and different places have different quality isps. Every time I have a good isp all my apple devices feel better.

Maybe relevant:

https://youtu.be/BSe9JDVczUc

Containers are at play here.