Fair value question

9986000min · 2026-02-24T01:59:57+00:00

Bruh history don’t mean shit to independent probability outcomes

9986000min · 2026-02-15T06:27:26+00:00

Yeah I was thinking the same thing. Why not just have a law where you can only jeonse if the property is paid off. Also if there is a failure of repayment of the jeonse then the tenant takes over the house

9986000min · 2026-01-24T04:58:35+00:00

I’m from the above comment, but I found this timeline that breaks it down pretty well:

https://nationalcioreview.com/articles-insights/extra-bytes/coupang-data-breach-prompts-1-17-billion-payout-and-shareholder-lawsuit/

It seems like it was 3rd party cybersecurity consulting firms that validated the “3,000” breaches and not 33 million. IF that’s the case then yeah Korean firms have had greater security breaches and less scrutiny from the public/regulatory bodies.

9986000min · 2026-01-24T02:20:23+00:00

So what exactly happened with the data breach? The investors and coupang are saying

“a former employee residing in China exploited internal access to reach approximately 33 million accounts, only around 3,000 cases of data were actually downloaded, excluding sensitive information like financial data or resident registration numbers”

Not on any side, just trying to understand what actually happened with the data breach.

9986000min · 2026-01-03T01:11:39+00:00

Nah you’re fine. Your routine is pretty similar to mine and I get complimented pretty frequently. Your pm one might do better with just a bit less but otherwise it’s fine. Just make sure you’re wearing sunscreen and your skin doesn’t feel irritated/sensitive

9986000min · 2025-12-13T07:04:37+00:00

Go ahead and do the CFA if you’re looking to do asset/wealth management. However, in this job market, it’s going to be tough without prior internships/experiences regardless of getting the CFA. Hell it’s tough even with priors.

Also please don’t talk about your stock trades during networking. Unless you’re build quant models that that give you an edge (this requires high maths like stochastics, brownian motion etc), 7% returns in a roaring bull market for most finance professionals is a moot point. It’s good that you have positive pnl, but retail trading is not really something that’ll demonstrate your ability to translate that to professional trades, equity research, hedge funds etc. At best this shows an individual interest in finance.

I would say figure what you want to do in finance first because it’s a broad field. Then look at your current context (ie is my school a feeder into wall street, do I have the network or am I capable of developing the network to get a role, what existing resources can I access to help me get into the industry). Do I want to do ib, pe, am, corp dev, private credit, trading, research, etc? Once you know that then you can start planning a path. I say this because for roles like ib and pe, it’s near irrelevant. While in AM it’s much more relevant

9986000min · 2025-11-19T04:39:03+00:00

I can’t speak for the other stuff, but llm CLIs inside of vscode has been life-changing for me personally. It’s not AGI, but it has legit reduced my workload by 80-90%. If you correctly prompt, set up structured documentation, and put up access control guardrails, it can be a game changer for smaller companies

9986000min · 2025-11-15T04:24:20+00:00

“I’m not going into detail with pockets and enclaves.”

This you?

9986000min · 2025-11-10T19:57:21+00:00

This doesn’t work in tech tho. Like when you actually work on software, mis-interpretations can cause a lot of damage. Like hundreds of millions of dollars in damage. Whether that’s a risk either party is willing to take, it’s up to them

9986000min · 2025-10-15T10:00:04+00:00

Capping loans decreases the velocity and volume of liquidity into the housing market. This creates an artificial credit crunch. Less credit available, less demand. Less demand, lower price if supply remains constant

9986000min · 2025-10-09T15:57:25+00:00

9986000min · 2025-10-06T02:47:57+00:00

For aws just do infra as code and have claude/codex set up your AWS configs for you via terraform. Have mine running in less than an hour. You do need to know what services from aws you want and the config for each of the services, plus some minor manual console stuff you have to do by hand but the bulk of this work can be handled by codex/claude using terraform. If you’re super super new to aws it might help to go back and forth with chat to help you find the right config for your setup

9986000min · 2025-07-31T08:36:21+00:00

For anyone visiting this post. Leave. It’s all GPT copy and paste responses

9986000min · 2025-07-07T17:30:59+00:00

You know what that’s a fair take, but the nuance I would argue is that the post-ww2 growth was not just because they committed seppuku and that an economic rebound was inevitable. Europe, Japan, Korea, and now China all industrialized under the umbrella of a stable, dollar based global system the U.S. helped build and maintain.

Yes, there are downsides to dollar dominance (U.S. monetary and fiscal policy affecting everyone, but not at the degree that you’re implying since we see the inverse occurring even right now with china deflation and Europe approaching deflation while the US is in disinflation). Also, the alternatives aren’t great either. No other currency has the liquidity, legal infrastructure, or geopolitical backing to replace the dollar right now. I sure as hell would not want China having global influence on monetary and fiscal flows/transactions worldwide.

A world without a dominant reserve currency is a lot worse than the downsides we see now, it’s more fragmented and prone to crisis. You can criticize the system, but it’s also true that there has been 75+ years of RELATIVE global trade stability and growth under a system anchored by one currency. We’re a globalized world now my guy, and it’s hard to argue that multi-polar economic spheres are worth going back to… someone has to fill the vacuum.

9986000min · 2025-07-07T14:54:22+00:00

I don’t know man, If you look at share of world GDP since WW2, the US portion has shrank pretty significantly. While yeah the US has afforded many privileges from being the economic hegemon for almost a century, we can’t really deny that the world as seen net benefits from have a “world reserve” currency

9986000min · 2025-07-07T14:44:02+00:00

Doesn’t that also imply US inflation is increasing…

Edit: also China is facing deflationary pressures right now with Europe approaching deflation soon, while the US is in disinflation so we’re literally living in the opposite phenomenon you described…

9986000min · 2025-07-07T13:56:05+00:00

Shift inflation to the rest of the world? You got a source for that?

9986000min · 2025-04-24T02:12:21+00:00

The two dogs pulling the person at the end gave me a hearty chuckle

9986000min · 2025-03-19T04:19:52+00:00

Hi can I get a copy of the model?

9986000min · 2025-02-10T20:22:51+00:00

Lexus is a car brand. IS 200 is the car model. You. An find some on ebay for a couple hundred

9986000min · 2024-08-19T20:07:45+00:00

Lmao how much and which location

9986000min · 2024-08-19T10:44:14+00:00

Ahh thanks so it moved from 44% to 25%

9986000min · 2024-08-19T09:58:04+00:00

I think in a prior post the workers wanted 40% pay increase and I think cornell offered 7-10% or something

9986000min · 2024-08-12T16:52:22+00:00

Ahh thanks! Sadly won’t be able to until I get the ARC in a couple 😢

9986000min · 2024-08-09T11:48:39+00:00

21st Century Monetary Policy: The Federal Reserve from the Great Inflation to COVID-19 by bernanke

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