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Everything posted by Liberty
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Q3: Revenues: +7.4%, EBITDA +14.5%, subs +279k. http://ir.charter.com/phoenix.zhtml?c=112298&p=irol-newsArticle&ID=2219119
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Thanks for posting.
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We've had them for a few years in Canada. We've had PIN cards forever. Never understood why the US still used mangnetic strips from the 1970s and signatures from Mesopotamia.
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How will this impact the existing wireless carriers? Softbank has long complained that US has more than 2 wireless competitors and that makes it brutal. Does CHTR want to join the competition here? They want quad play to reduce their churn. They'll probably go the MVNO + wifi route, through the deal they have with Verizon.
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http://www.multichannel.com/news/distribution/charter-talks-wireless-network-play-fcc/408794
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Because it's not really any easier than just using a credit card. Taking your phone our of your pocket, unlocking your phone, finding and opening the Apple Pay app, selecting a credit card, and then scanning it isn't really any easier than taking your wallet out of your pocket, grabbing your credit card and swiping it. Except that's not how Apple Pay works. You just put the phone near the terminal and put your finger on the fingerprint sensor. Don't even need to unlock it or even manually turn it on. Alternately, you can double press the home button and it pops up. That's it.
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This seems like a pretty amazing product: https://www.tesla.com/en_CA/videos/powerwall2-and-solar-roof-launch Could really help residential solar adoption.
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Jeff Bezos on Charlie Rose (10/27/2016) https://charlierose.com/videos/29412
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Q3: http://phx.corporate-ir.net/phoenix.zhtml?c=97664&p=irol-newsArticle&ID=2216758
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Meet Mr Money Mustache who retired at the age 30
Liberty replied to shalab's topic in General Discussion
It's REALLY hard to move to Canada. You have to be sponsored by a Canadian company and there's a high hurdle for the company to show that no Canadians can do the job. My sense is Canada is afraid of Americans coming in and taking jobs. I've been drilled about doing business in Canada anytime I've come to visit. I guess one thing you could do is come in on the 6mo tourist visa then overstay and hope you can work things out. It's a really easy place to visit for a few days/weeks/months, but much harder to move there for good. I think the easiest way to move is to marry someone from Canada. Interesting. I've never had to move to Canada, as I was randomly born here, but I know that the country has a fair amount of net immigration coming in, so I assumed it wasn't that difficult. -
http://www.macleans.ca/economy/economicanalysis/when-it-comes-to-canadas-housing-market-were-in-the-dark-here/
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Q3: http://investor.siriusxm.com/investor-overview/press-releases/press-release-details/2016/SiriusXM-Reports-Third-Quarter-2016-Results/default.aspx Dividend is a bit strange. Maybe LSXMA will use it to do its own buybacks at a NAV discount? "The Board also approved an additional $2 billion of share repurchases, bringing SiriusXM's total repurchase authorization to $10 billion. SiriusXM has already repurchased an aggregate of $7.6 billion of common stock under its stock repurchase program."
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Meet Mr Money Mustache who retired at the age 30
Liberty replied to shalab's topic in General Discussion
So are you saying that all the people who retired young are now going back to work because of health insurance changes in the past couple of years? You can move to Canada, we're pretty welcoming ;) -
Q3: http://www.csisoftware.com/wp-content/uploads/2016/10/PR_Q3_2016.pdf Nice to see maintenance and recurring revenues grow faster than overall in both public and private. This means they're growing faster on the more sticky and high-margin side, which creates more value.
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Meet Mr Money Mustache who retired at the age 30
Liberty replied to shalab's topic in General Discussion
Healthcare certainly seems to be a bigger challenge in the US, and your system is clearly not on a sustainable path. But MMM does live in the US, and there's a large contingent of people who did what he did in the US, so it's not insurmountable (maybe you have to work a year or two longer or whatever, but it's probably not a reason to abandon the whole project). A good place to start to find out how they deal with this challenge might be to go on the MMM forums and see if there are threads about it or sign up and ask the question. http://forum.mrmoneymustache.com MMM has a 2015 post where he itemizes his expenses for 2014, his coverage didn't seem that high then, but it could've changed since: http://www.mrmoneymustache.com/2015/01/16/exposed-the-mmm-familys-2014-spending/ Makes no sense to me to tie health insurance with employment. It's like tying access to electricity with piano lessons. -
That feature is already out, it's called the Retina screen :) Seriously, once you go high-DPI, you can't go back. I have a 27 inch LCD that does a pretty respectable 2560x1440 on my workstation (a 2008 Mac Pro upgraded with 12 gigs of RAM and a SSD), but I don't use it because I prefer the 13 inch screen on the 2015 Macbook Pro. Yes. Two shots of the new Macbook Pro have already leaked.
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I agree. It's not a disaster. But it is embarrassing to be selling such old hardware at full price. Hopefully they don't let themselves get into that situation again; maybe this will make them look again at switching to ARM chips (especially now that Intel said it will fab third party chips) and so control more of the key components in their computers.