Popper's Razor (@PoppersRazor) header
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Jackson, WY
Joined March 2016
Photo by Popper's Razor (@PoppersRazor)Photo by Popper's Razor (@PoppersRazor)Photo by Popper's Razor (@PoppersRazor)Photo by Popper's Razor (@PoppersRazor)Photo by Popper's Razor (@PoppersRazor)Photo by Popper's Razor (@PoppersRazor)Photo by Popper's Razor (@PoppersRazor)Photo by Popper's Razor (@PoppersRazor)Photo by Popper's Razor (@PoppersRazor)Photo by Popper's Razor (@PoppersRazor)
Popper's Razor retweeted
3/14 The 30-year data goes back to 1973 and last week was the worst calendar week total return in at least 49-year history! The long-bond lost 9.35%!! If this was a year, a 9.35% total return loss would be the 5-year worst year ever. Impressive for five days of work.
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E.O. Wilson, who passed last night, was a pioneering ecologist who explored how eusocial, co-operative organisms like ants, bees, & humans became the most successful species on our planet. Revisit his 02012 Long Now Talk on The Social Conquest of Earth: youtu.be/bsgXYflLQjU
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Will we always need Covid-19 boosters? Experts have theories - STAT statnews.com/2021/12/15/will…
Unpopular opinion: $NFLX content spend should be viewed more as an ongoing operating expense required to drive net adds and maintain churn at current levels, than a longer term capitalized cost. No position other than that. bloomberg.com/news/articles/…
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90% over 4 years still might be a stretch. On average, over 90% of a licensed or produced streaming content asset is expected to be amortized within four years after its month of first availability. s22.q4cdn.com/959853165/file…
Sometimes the dark arts are a long and winding road. Cc @NonGaap
Replying to @PoppersRazor
2/ $WBT not the most overt change in control 5.02 language i've ever seen, but probably a reason they put it out.
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$AYX has the ASC 606 revenue pull forward run its course? cutting rev from 505m to 460m seems like a decent reset. still 15x '21 rev of 540m tho.
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dollar based net expansion rate still impressive but heading wrong way.
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anybody know other saas companies that have contract assets/unbilled revenue to this extent?
so we had '08 and then '99 the past 5 months. whats next?
how was $BXC not up 400% yesterday? cc @BagholderQuotes 1Q net sales are expected to be approximately 9% higher. This improvement reflects increased activity and demand through Q1 which began to diminish in H2 of March.
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highly confident that it will meet its Q1 leverage ratio under its term loan. amended its term loan to provide greater financial flexibility by increasing the leverage ratio covenant levels in the second and Q3s of 2020 to 8.75:1.00 from 6.50:1.00 and 6.00:1.00, respectively...
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No other material changes were made to the facility and no fees were paid for this modification.
$SBUX COVID-19 in China had an adverse impact to Q2 in line with previous expectations, in the range of $0.15 to $0.18. Our U.S. business was materially impacted by the growing pandemic in the final three weeks of Q2. preliminary estimates for Q2 FY20 $0.32.
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