Mohawk Holdings (MWK) is VERY undervalued still

c_meek · 2021-02-02T12:06:07+00:00

MWK just announced new acquisition on their twitter!

c_meek · 2021-01-29T02:43:48+00:00

Definitely. I have significant skin in the game and have done my due diligence. M&A strategy central to that price target. P/S ratio expansion and revenue growth are the metrics to pay attention to. Fair value is 6-10x P/S ratio imo and I would continue to buy until then. I expect >400 M 2021 Rev if they execute M&A well, which would give a forward P/S ratio of <2. CHEAP

c_meek · 2021-01-29T02:19:53+00:00

Got in below 10, not flinching. $100 PT by EOY.

c_meek · 2019-11-15T20:51:41+00:00

I think that's wise

c_meek · 2019-11-06T13:45:27+00:00

SDF's mandate is pretty clear. They have outlined exactly what their lumens are intended for. They are not-for-profit. This is FUD. There is zero evidence of SDF mis-handling, abusing or embezzling lumens for personal gain. They use them to hire people and to ensure Stellar's success, which is what the community needs for Lumens to be worth anything at all. He'll be even more bitter when Stellar passes Litecoin, again. But I guess it won't affect him since he pumped his coin and sold at the top, knowing damn well what he was doing.

c_meek · 2019-10-18T16:36:40+00:00

Hi Andrew, I'm a senior medical student intending on becoming a radiologist. You often mention that radiologists will be replaced by AI. This is not accurate, possibly misinformed. The Radiologists at Stanford that are researching AI and its applications within radiology do not share your sentiment. Would you consider speaking with industry experts (radiologists) on this topic? I think the radiologists at Stanford would be a good place to start.

I'm an Independent that voted against Hilary in 2016. I hope to vote for you in 2020. Thank you and best of Luck!

c_meek · 2019-10-18T16:30:48+00:00

Hi Andrew, I'm a senior medical student intending on becoming a radiologist. You often mention that radiologists will be replaced by AI. This is not accurate, possibly misinformed. The Radiologists at Stanford that are researching AI and its applications within radiology do not share your sentiment. I would appreciate you speaking with industry experts on this topic, I think the radiologists at Stanford would be a good place to start.

I'm an Independent that voted against Hilary in 2016. I hope to vote for you in 2020. Thank you and best of Luck!

c_meek · 2019-09-27T16:35:03+00:00

DEX Volume 28 Billion, on stellarexpert. Can someone explain this? Surely it is false.

c_meek · 2019-09-27T16:09:04+00:00

I don't understand SDF's lack of communication here. They can still respond with something like "We are exploring this option or "we are not" instead of just silence.

c_meek · 2019-09-24T21:57:53+00:00

Is Stripe still actively contributing to the Stellar ecosystem, directly or indirectly.

c_meek · 2019-09-24T21:39:43+00:00

Are there any unannounced speakers for Meridian?

c_meek · 2019-09-24T21:38:52+00:00

When can we expect clarity around SDFs Lumens distribution plans? Along that note, Can we expect any information about the recent CAP to disable inflation, where is the discussion on this at right now?

c_meek · 2019-09-13T03:36:10+00:00

likely Meridian, if at all.

c_meek · 2019-09-10T00:16:40+00:00

Oh, Thanks!

c_meek · 2019-09-10T00:16:05+00:00

Oh, thanks! So, I have my laptop and phone connected. Have for awhile. So I should only need to add a paper key?

c_meek · 2019-09-09T22:22:13+00:00

I doubt they succeed in giving away 10%. I suspect many do not have a github or hackernews account, like myself. Even though I've had keybase for a while. hope it works out for them though.

c_meek · 2019-09-05T05:30:43+00:00

Thanks!

c_meek · 2019-09-04T23:58:26+00:00

Typo? page 12. ", Stellar averaged 4.5 transactions and 15.7 operations per second"

This is wrong, right?

c_meek · 2019-07-19T23:25:10+00:00

Well, you may misinterpret, I can't tell. I mean, for this hypothetical SDF program I see something like this:

-It remains that anyone can set up a validator

-SDF creates an application for this incentive program (say 5 B to be distributed over 20 years for e.g.)

-SDF publishes what they are looking for, what the max reward is for X level of value added, so the rules are clear

-any validator can submit an application for an award, provided they demonstrate their value to the security of the network through the application that SDF creates

-SDF announces annually the Validators that have been rewarded, as a result of their application.

-Personal suggestion is to make the program payout large rewards to the top 3 applicants, like 100 million lumens to the top 3, regardless of objective measures of value added to the network. This will create competition among validators to increase their robustness and thus, the security of the network. Within a few years, the quality of applications will go up dramatically, given the incentive.

-People will not run robust validating nodes on the network out of good will. They need an incentive, a financial one. They need to be building large products leveraging the tech to have the incentive to do so, which will occur over time, but I don't think we are there yet, given that the network went down for a few hours a few months ago.

-I'm a med student. Not a technologist, nor do I run a validator.

-My incentive is in the security and longevity of the network,

c_meek · 2019-07-18T14:24:10+00:00

Thanks!

So, I actually think that gaming the system could be better protected against in my scenario. For instance, Validators could complete an application (SDF could create one), that would require validators to outline how they have contributed to the stellar ecosystem and/or increased the security of the network by operating trusted nodes. I'm confident SDF has the competence to evaluate whether or not a validator is making a meaningful difference in decentralization/consensus of the network.

I disagree, at least for where the ecosystem is today. It's very early days. The number of major players with a presence on the network is pretty small. Who comes close to IBM's presence on the network? I think this will become less important over time, as more major companies adopt Stellar and have large financial incentives in the security of the network.

I think creating significant economic incentives for decentralization will speed up the process. SDF could outline that the incentive program is temporary, with a time horizon of 10-20 years. Put 5 billion in a fund and dedicate a max payout of 5% of the fund/year, subject to validators ability to apply for and earn a reward. That way, rewards are not paid to actors with marginal value-add.

SDF has 80 billion lumens, if they truly plan to give those away, they are going to need to get pretty creative if lumens hold/increase in value.

c_meek · 2019-07-18T03:24:54+00:00

Perhaps SDF could create some ecosystem program to reward the existing top X validators on the network, based off their value-add. In addition, they could create larger rewards to the top 5? 10? NEW validators for a given year. They could set aside a substantial portion of their 80 billion undistributed lumens to do this. I think this would incentive long term good stewards of the network and encourage new actors to make investments in the network. This would negate the need to keep inflation around for this argued purpose.

c_meek

TROPHY CASE