October 2008
“1) Fundamentals matter more than ever. I like this quote from the letter:
I...”
– Hedge Funds: The Third Quarter Report (Fred Wilson)
Bezos is obsessed with Free Cash Flow. Once again, he’s looking really smart.
Tomorrow's the day
I think tomorrow’s the day I customize my Tumblr theme. I’ve been wanting to do it for some time now. Should be fun.
Investing during a downturn
bijan:
It’s amazing that Apple has more cash that Microsoft right now.
Say what you will about the two companies prospects but the cash speaks to the different strategies between Cupertino and Redmond.
Microsoft is using cash to acquire companies and provide dividends to shareholders.
Apple is accumlating cash while making big bets on new R&D projects - just like they did with iPod in the...
“I think of being on an airplane. The flight attendant comes down the aisle with...”
– David Sedaris “Undecided” in the The New Yorker (via didyouevernotice)
“There are some other fixes out there as well, some fairly obvious and some, I’m...”
– Why RAID 5 stops working in 2009 | Storage Bits | ZDNet.com (via mikehudack)
Timely quote given my last post about storage. Looking forward to trying out JungleDisk.
(via bijan)
“Among Democrats, Barack Obama is now winning 88 percent support, comparable to...”
– FiveThirtyEight.com: Electoral Projections Done Right: Sorry, Jim, the PUMAs are Dead
Support within own party: Pollster DEMS GOP Rasmussen 86 87 IBD-TIPP 88 83 Research 2000 87 89 ABC/Post 91 84 Zogby 87 84 Battleground ...
“The central point is this: if McCain has gained ground — and most likely...”
– FiveThirtyEight.com: Electoral Projections Done Right: Today’s Polls, 10/20
Trimming the fat
OK, I’ve decided to stop using Tumblr as a lifestreaming aggregator. I’ll leave that for dave.soup.io. So from here on out, I’ll be using Tumblr for short form posts and excerpts. Twitter for thoughts and current events, SocialStartups.com for long posts, and Tumblr for something completely different.
Thank goodness. I feel better already. I’m not sure why.
Finally listening to Ben Kweller (on Rhapsody). I do like bands with pianos.
Meeting Hell →
Meetings are a big productivity killer that you can control by working together better. Studies have shown the cost of meetings, you probably spend a week per month in meetings, and you can
Not having cable means I can’t watch the ALCS tonight. Very disappointing.
1TB hard drives dipping below $100 retail for the... →
Another milestone has been reached as hard drives keep getting bigger and bigger and cheaper and cheaper. The sub 10 cent Gigabyte era is upon us as a few retailers are selling 1TB…
Grantham: Stocks May Fall Another 50%, But Still... →
Jeremy Grantham’s quarterly letter, published yesterday, is a classic. It’s also a two-parter, so we’ll get the pleasure of another half in two weeks. In the meantime, there’s plenty to…
Why Apple Won't Get Crushed By The Recession →
Apple’s stock has been cut in half this year as investors worry sick that, as the recession takes hold, consumers and companies won’t be able to afford its slick, expensive products anymore….
Google CapEx Falls, Temporarily →
Like Jefferies & Co. analyst Youssef Squali and Data Center Knowledge’s Rich Miller, I was surprised by the big dip in Google’s capital expenditures that the company revealed when it reported…
The Bee Team →
For a look at some encaustics on Etsy, checkout the Bee Team - http://beeswaxteam.com/
The encaustic painting class I took today at Etsy Labs was awesome! Thank you newbyart, kbean, and Labs for putting this together.
Should I go to Death Breakfast? Need to decide now.
About to get my magic on. L:Brooklyn, NY
Friday Research Fix: Playboy Playmates and... →
This paper has been making the rounds, so after a tough week let’s call it the research paper of the week. The gist: Given current economic conditions, we can expect heavier, older playmates going…
Google CapEx Falls, Temporarily →
Like Jefferies & Co. analyst Youssef Squali and Data Center Knowledge’s Rich Miller, I was surprised by the big dip in Google’s capital expenditures that the company revealed when it reported…
OH at work - “Just bang each other and have a kid.”
Why Canada Isn't Broken →
One humiliating part of the meltdown of our banking system has been the relative health of Canada’s banks. They avoided the huge real estate boom we went through, and subsequently avoided the…
Scrap the Squigglys →
I’m with Mike Murphy on this one. The presence of on-screen results from dial-testing groups is something that needs to be reconsidered during future presidential debates. It’s not that the…
Buffett: I'm Buying Stocks; You Should, Too →
The Oracle has spoken. Assuming your time horizon is—like his—many years, he’s right, of course:
THE financial world is a mess, both in the United States and abroad. Its problems,…
Yahoo Search Integrates Citysearch and Zagat -... →
Yahoo’s SearchMonkey platform allows publishers to easily write applications that integrate structured data from their own sites into Yahoo’s search results. Most of these applications still…
The Collapse Of Shipping Prices →
We’ve mentioned a couple times the sharp slowdown in global shipping, but sometimes a visual works better. Barry Ritholtz posts a chart of the Baltic Dry Index, a measure of dry goods shipping…