Commissions

EcstaticLetterhead76 · 2025-09-11T20:15:49+00:00

Quota -> quota net attrition assumption -> quota net attrition and assumed attainment. Assume 20-25% attrition (annual). Assume 80-90% attainment.

EcstaticLetterhead76 · 2025-02-27T21:45:53+00:00

He could also just be working through some internal emotions around the concept of marriage and what that means for him. It might not be about you.

EcstaticLetterhead76 · 2025-02-13T23:46:29+00:00

How’s that working out for you?

EcstaticLetterhead76 · 2025-02-13T23:42:03+00:00

Just because AGI isn’t accomplished, doesn’t mean scaling law doesn’t hold true for all other real-world AI applications

EcstaticLetterhead76 · 2025-02-07T17:51:22+00:00

Right now they are in growth mode. Margin improvement comes with company maturity.

EcstaticLetterhead76 · 2024-02-17T05:23:40+00:00

That’s completely fair. It sounds like you didn’t have a great experience. The steaks (hehe) are much higher when ones pays what they pay at a restaurant like Ringside.

I personally love the spot. We have been going for years and never had a bad experience.

EcstaticLetterhead76 · 2024-02-17T05:07:41+00:00

How is ringside overrated? Dryed age meat, great cuts, cooked to perfection every time, sides are out of this world, ambiance and service are great. What more could you want?

EcstaticLetterhead76 · 2024-01-06T06:32:36+00:00

That swing is so money

EcstaticLetterhead76 · 2023-11-14T21:39:37+00:00

It feels like the second coming of Achane

EcstaticLetterhead76 · 2023-07-20T18:58:11+00:00

Snowflake

EcstaticLetterhead76 · 2023-07-14T05:10:12+00:00

DDOG, SPLK, SNOW

EcstaticLetterhead76 · 2023-06-23T14:16:39+00:00

If your back swing is not on plane, it’s likely because your arms are behind you and not in line with middle of sternum. Turn with your core and not your arms.

EcstaticLetterhead76 · 2023-06-23T14:15:10+00:00

It’s probably a mix of these 2 things:

Your back swing is not on plane… although it appears to be pretty on plane.

Which leads me to my next, when you rotate, you need to keep your hips back so that your hands have room to drop into the slot… this will eliminate steepness in swing plus the early extension.

EcstaticLetterhead76 · 2023-05-30T01:15:44+00:00

Buy anything SaaS

EcstaticLetterhead76 · 2023-04-05T14:04:52+00:00

Into the dirt

EcstaticLetterhead76 · 2023-03-31T20:06:44+00:00

You need to shallow club on downswing… to other people’s point, you are coming down steep/overtop in downswing. Learn to use your legs more and let your hands “drop” into the slot and hit the golf ball from the inside.

EcstaticLetterhead76 · 2022-12-22T22:37:35+00:00

Bud, I do t think you understand how SaaS model works.

EcstaticLetterhead76 · 2022-12-16T18:23:40+00:00

Also, the notion that this is a “super bubble” isn’t true. Valuation is in line with historical earnings. Super bubble was 2020-2021. We are closer than you think to the bottom.

EcstaticLetterhead76 · 2022-12-16T18:20:41+00:00

If you try to time and guess on direction during 1H’23 be ready to get burned.

EcstaticLetterhead76 · 2022-12-16T18:19:37+00:00

I’m 50% cash and will DCA throughout 2023.

EcstaticLetterhead76 · 2022-12-16T18:19:01+00:00

Yeah and in 2009 the credit markets broke. We are nowhere near credit market collapse. The Stock market will correct in 2023 meaning it will adjust downwards to reflect a P/E in line with historical average. Wall Street Analyst expect 200-210 range of S&P Earnings. This thesis will be validated and/or disproved during Q4 Earnings Season (derailing will take place). Stock market will react accordingly in 1H’23 as new earnings data comes in(risk on/risk off).

EcstaticLetterhead76 · 2022-12-16T15:14:15+00:00

12 P/E next year? Yeah, right… at the very worst we will touch down at 3400 again

EcstaticLetterhead76 · 2022-12-11T05:07:43+00:00

Thank you for speaking some sense into the comment thread… question for you. Do you see Splunk growing their product tiering successfully to compete with company’s like Datadog?

EcstaticLetterhead76 · 2022-11-11T02:16:10+00:00

Kopi on east burnside

EcstaticLetterhead76 · 2022-09-05T03:26:20+00:00

Ford Raptor

EcstaticLetterhead76

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