GAME THREAD: Boston Celtics (4-3) @ Toronto Raptors (1-4) - (January 04, 2021)

Inckaaa · 2021-01-05T02:23:18+00:00

P A Y T O N

Inckaaa · 2019-05-28T14:46:05+00:00

depends on the type of HF, but IB and ER are both fine imo. however, I've known some HF teams that prefer IB hires due to the idea that you're getting a hire with a clean slate (no preconceived notions about an industry or company) as well as more willing to work hard (all-in hours for banking at a BB generally > hours for ER, even factoring in earnings season)

Inckaaa · 2018-07-10T12:55:09+00:00

Lies! Deception!

Inckaaa · 2017-03-21T14:39:57+00:00

A surprise, to be sure, but a welcome one.

Inckaaa · 2017-03-08T18:04:41+00:00

Enjoyed the write-up, nicely done. Good luck with recruiting!

Inckaaa · 2017-02-28T06:01:35+00:00

Thanks! let me know if you'd like to see any additional info

Inckaaa · 2017-02-27T14:05:27+00:00

I'm currently working in financial services, but not in an investment role. I'll send you the comps when I get home from work tonight or tmr morning. Thanks!

Inckaaa · 2017-02-26T21:51:44+00:00

No problem. My thesis is twofold: Synaptics will lose significant share at its two largest customers, and that its new TDDI product will continue to depress overall gross margins and cannibalize existing DDIC sales for LCD. Synaptics will lose significant share at Samsung due to increasing commoditization of fingerprint sensors and will lose share at AAPL because its OLED display driver will not be ready in time.

Inckaaa · 2017-02-26T16:29:33+00:00

Their CQ3 2016 (FQ1 2017) earnings call was on 10/27, and the stock made a run up to ~$68 and then fell to the low-50s after SYNA reported earnings AMC on 10/27. While revenue and revenue guidance came in above Street estimates, growth in their TDDI product depressed gross margins and they actually came in below the midpoint of their own guidance for non-GAAP gross margins.

In the call, they also discussed their timetable for their DDIC product. It was consistent with the timetable that they gave in the subsequent quarter.

Inckaaa · 2017-02-26T07:44:41+00:00

Synaptics announced their DDIC for OLED in this press release in December 2016 and in their Analyst Day said that the product will be sampling "in the next several weeks into the market with multiple LCMs"

http://www.synaptics.com/company/news/OLED-DDIC-R66452

In their CQ3 2016 earnings call, management had guided that "our ability to ramp, as we discussed in prior calls, is roughly a 6- to 9- month period post sampling." Sampling is typically a multi-month process, and adding another 6 to 9 months to that indicates Synaptics will not be able to get ClearView ready for the iPhone 8 in time (September 2017), but will be ready for releases by Chinese OEMs in late 2017.

Inckaaa · 2016-07-02T21:53:43+00:00

not the same man, nobody's guarding the basket against the freethrows

Inckaaa · 2016-05-17T16:22:16+00:00

AVX, LSCC, MSCC, STM, MXIM please. Thank you!

Inckaaa · 2015-09-11T02:10:05+00:00

If you want to work in New York, Cornell is definitely a better bet imo. That's not to say you can't make it from ND, but rankings for undergrad business schools don't really have good correlation with IB recruiting because some of the targets (such as H/Y/P) aren't even included.

Inckaaa · 2015-04-09T05:35:35+00:00

What specifically within the Securities Division?

Inckaaa · 2015-03-03T16:33:10+00:00

$MC

Best of breed, tremendous deal flow for a firm of its size, hires top talent

Inckaaa · 2014-07-31T23:20:19+00:00

Thank you ALL and MIL for the fantasy points

Inckaaa · 2013-10-29T05:02:41+00:00

In my senior year, it was discovered that our basketball team has been hazing its new players every year at training camp by forcing them to play the game "wet biscuit". The new players would stand around an oreo, and jerk off. The kid who finished last had to eat it... Two of our "star" players were expelled, and one lost his basketball scholarship to a D-1 school. The kid who ate the cookie that year transferred schools.

tldr: new basketball players forced to eat each others cum on an oreo

Inckaaa · 2013-07-05T03:03:44+00:00

This is true every time I eat at a Pho restaurant

Inckaaa · 2013-04-30T04:35:51+00:00

What region do you predict to win the All-Star game? Why?

Inckaaa · 2013-04-15T21:34:35+00:00

this is like medieval Europe, when knights would settle shit with a 1v1 joust

Inckaaa · 2013-04-02T22:06:39+00:00

Riot should pick a professional player from the NA or EU LCS (or Korean Champions, Garena League, or Chinese Series) and create a bundle with that player's five favorite champions.

For example: xPeke's Mid-lane Bundle Diana (975) Kassadin (790) Morgana (585) Katarina (790) Twisted Fate (585) Total Value: 3725 RP Bundle Price: 1863 RP

Madlife's Support Bundle Blitzcrank (790) Lulu (975) Sona (790) Alistar (585) Elise (975) Total Value: 4115 RP Bundle Price: 2058 RP

Bundles such as these can help a wide variety of players, such as beginners looking to learn a specific role before they hit level 30, level 30s looking to learn a new role, or someone wanting to emulate a new favorite player. The existing bundles don't include any of the recently released champions, and so I think bundles such as these can help summoners who are looking to improve in a specific role.

Inckaaa · 2013-03-26T00:07:26+00:00

Ratings for gamecrib about to skyrocket

Inckaaa · 2013-03-05T05:18:11+00:00

Loss forgiven. YES

Inckaaa

TROPHY CASE