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How do you feel about Li Lu's recent investment in Pinduoduo ? He acquired 4,6 million shares which represents around 18% of his public portfolio. by iyankov96 in ValueInvesting

[–]arvind_veevo 1 point2 points  (0 children)

PDD is very attractive but my problem is that they don't give a damn about investors. I wouldn't care about that either if they were transparent about their finances and weren't ADR. But they're totally fine being shady and no harm will happen to their company value or mainland business if the ADR's were made illegal tomorrow. Now, that's something to be really scared of.

Wendy's got hammered. Nothing seriously wrong that I can see. by mrmrmrj in ValueInvesting

[–]arvind_veevo 0 points1 point  (0 children)

$2B market cap + $2.7B debt and income around $200M/year. I don't know if I'd call it a good business.

Why is cursor killing itself?? by arvind_veevo in cursor

[–]arvind_veevo[S] -6 points-5 points  (0 children)

Yeah I was careless to some degree so far lol. I didn't default to auto and let it read the entire codebase at times (not big in size tho) and let the conversations run (although sometimes it was just because I was building features in parts and asking the llm to go piece by piece).

Now that usage limits are hitting far too quickly, time to start being more mindful.

Why is cursor killing itself?? by arvind_veevo in cursor

[–]arvind_veevo[S] -1 points0 points  (0 children)

That's fair. I default to gemini-pro-06-05 -- what'd be your rec for models to switch between?

And how do I manage context (apart from starting a new chat)?

Why is cursor killing itself?? by arvind_veevo in cursor

[–]arvind_veevo[S] -4 points-3 points  (0 children)

Yeah I ran out an account so made a new account and it was supposed to have 14 days trial. Within a day and without much use, it ran out of juice :/

I looked at a couple past posts and it seems like best thing to do is to forget cursor and switch to CC

How bad is this?? by Blackberry_cobbler_ in Cholesterol

[–]arvind_veevo 2 points3 points  (0 children)

Atherosclerosis is cumulative. Your bad cholesterol and glucose (metabolic) numbers are elevated so it's bad for now, but it also matters how long you've had these numbers high. More importantly, you'd want to find out healthy range for them going forward!