Danderso
@danderso.bsky.social
No, because the denominator of the 11.8% profit margin is net revenue, while the denominator for a 11.8% annual return is the total invested capital. Google has 32% operating margins, but that doesn't mean its stock goes up 32% every year.
March 12, 2025 at 6:30 PM
No, because the denominator of the 11.8% profit margin is net revenue, while the denominator for a 11.8% annual return is the total invested capital. Google has 32% operating margins, but that doesn't mean its stock goes up 32% every year.
here she confuses an 11.8% profit margin with an 11.8% annual return
March 12, 2025 at 4:55 PM
here she confuses an 11.8% profit margin with an 11.8% annual return
We started listening on your recommendation and I am both grateful and hate you for it
March 8, 2025 at 8:16 PM
We started listening on your recommendation and I am both grateful and hate you for it
or Revolutions by Mike Duncan
March 7, 2025 at 9:10 PM
or Revolutions by Mike Duncan
The First Tycoon - the Vanderbilt biography was great. As is the Brooklyn Bridge book by McCullough
March 7, 2025 at 9:09 PM
The First Tycoon - the Vanderbilt biography was great. As is the Brooklyn Bridge book by McCullough
And the worst bits of new apartments come from rules about breaking up the massing making them look disjointed and jumbled
March 2, 2025 at 10:53 PM
And the worst bits of new apartments come from rules about breaking up the massing making them look disjointed and jumbled
@mikeduncan.bsky.social you should do a special interview episode with the Weinersmiths
February 23, 2025 at 2:57 AM
@mikeduncan.bsky.social you should do a special interview episode with the Weinersmiths
Philly does residential permits and it works completely fine, and it prevents lots of the insurance fraud of registering in FL or wherever
February 18, 2025 at 2:58 PM
Philly does residential permits and it works completely fine, and it prevents lots of the insurance fraud of registering in FL or wherever
To be fair, all this can prove is that as N --> infinity, p(|(1+1)-2| < epsilon) --> for all epsilon
February 10, 2025 at 7:11 PM
To be fair, all this can prove is that as N --> infinity, p(|(1+1)-2| < epsilon) --> for all epsilon
instagram stories need the same feature! Show me your vacations and meals and family and concerts and sports. Don't show me 50 reductive political memes every day
January 30, 2025 at 5:47 PM
instagram stories need the same feature! Show me your vacations and meals and family and concerts and sports. Don't show me 50 reductive political memes every day
You could do pre-processing on queries, but that basically doubles the computational cost
January 29, 2025 at 1:06 AM
You could do pre-processing on queries, but that basically doubles the computational cost
They don't know what the other queries are unless you pre-process queries and collect and store metadata. Context windows are still relatively small, and there's little to no persistent memory
January 29, 2025 at 1:05 AM
They don't know what the other queries are unless you pre-process queries and collect and store metadata. Context windows are still relatively small, and there's little to no persistent memory
isn't the ML answer "throw it all into an xgboost and let the algorithm figure out the interactions and nonlinearities, interpretability be damned?"
Whereas the stats approach is regression with store dummies, and then regularized interactions of the other variables with store
Whereas the stats approach is regression with store dummies, and then regularized interactions of the other variables with store
January 28, 2025 at 7:36 PM
isn't the ML answer "throw it all into an xgboost and let the algorithm figure out the interactions and nonlinearities, interpretability be damned?"
Whereas the stats approach is regression with store dummies, and then regularized interactions of the other variables with store
Whereas the stats approach is regression with store dummies, and then regularized interactions of the other variables with store
Yeah this kind of has a "using a word to define a word" quality to it. Like you are using math that relies on 1+1=2 to prove 1+1=2. But I think any MC sim is going to hit that issue
January 26, 2025 at 6:28 PM
Yeah this kind of has a "using a word to define a word" quality to it. Like you are using math that relies on 1+1=2 to prove 1+1=2. But I think any MC sim is going to hit that issue
Something like:
Have a big field. Say (0,10) x (0,10)
Have two unit squares located somewhere.
Have one 2x1 rectangle somewhere.
Randomly generate N points across the whole field.
Show the number in the two squares is equal to the number in the 2x1 field. (Ratio goes to 1 as N goes to infinity)
Have a big field. Say (0,10) x (0,10)
Have two unit squares located somewhere.
Have one 2x1 rectangle somewhere.
Randomly generate N points across the whole field.
Show the number in the two squares is equal to the number in the 2x1 field. (Ratio goes to 1 as N goes to infinity)
January 26, 2025 at 6:25 PM
Something like:
Have a big field. Say (0,10) x (0,10)
Have two unit squares located somewhere.
Have one 2x1 rectangle somewhere.
Randomly generate N points across the whole field.
Show the number in the two squares is equal to the number in the 2x1 field. (Ratio goes to 1 as N goes to infinity)
Have a big field. Say (0,10) x (0,10)
Have two unit squares located somewhere.
Have one 2x1 rectangle somewhere.
Randomly generate N points across the whole field.
Show the number in the two squares is equal to the number in the 2x1 field. (Ratio goes to 1 as N goes to infinity)
We have an EV9, and level 1 you get just over 1% per hour. Battery is 100kWh and outlet delivers 1.3kW
January 24, 2025 at 12:29 PM
We have an EV9, and level 1 you get just over 1% per hour. Battery is 100kWh and outlet delivers 1.3kW
My elementary school had two in the front yard, so in my brain they're everywhere in Cleveland, but that's basically the only one I can remember?
January 6, 2025 at 2:55 PM
My elementary school had two in the front yard, so in my brain they're everywhere in Cleveland, but that's basically the only one I can remember?
I think the crises come in second and third tier cities where values slide below maintenance costs. Manhattan is fine, Cleveland or Youngstown has less cushion for falling demand
January 1, 2025 at 7:04 PM
I think the crises come in second and third tier cities where values slide below maintenance costs. Manhattan is fine, Cleveland or Youngstown has less cushion for falling demand
We told the kids they had to wait until 6 to come down for presents. They all took the longest loudest joint bathroom trip at 4:45 🙃
December 25, 2024 at 11:49 AM
We told the kids they had to wait until 6 to come down for presents. They all took the longest loudest joint bathroom trip at 4:45 🙃
Lol kratovil came to my apartment when he ran for mayor and he seemed like a zealot. He probably wasn't wrong that the current guys were at least moderately corrupt, but he was so paranoid and saw scandal everywhere it was hard to take him seriously
December 24, 2024 at 2:25 AM
Lol kratovil came to my apartment when he ran for mayor and he seemed like a zealot. He probably wasn't wrong that the current guys were at least moderately corrupt, but he was so paranoid and saw scandal everywhere it was hard to take him seriously
I have window shopped, and the tax/fees make it way less relatively affordable (compared to my Philly rowhome) than the list prices suggest
December 23, 2024 at 7:00 PM
I have window shopped, and the tax/fees make it way less relatively affordable (compared to my Philly rowhome) than the list prices suggest