NajdorfSicilian

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NajdorfSicilian replied to the Dropout's Den board. 7:58 PM

Re: Self Quarantine, Day 29

same here Teddy same.

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 1:19 PM

Re: DoD will likely ban Zoom

In fact most of Zoom servers “in China” run on AWS in China. You know who they serve with their China servers? Only Chinese Zoom users.

The problem with Zoom having lied about only sending Chinese data there previously is that it [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 11:18 PM

Re: UBS on Zoom today

Hi Vitamin, thanks for your reply. The first time I used Zoom the quality wasn't very good either although that was months ago, it seems to have improved since then.

One might assume MSFT will put more effort into making their quality [more]

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NajdorfSicilian posted to the Saul’s Investing Discussions board. 5:13 PM

UBS on Zoom today

UBS analyst Jennifer Lowe:

"Teams and Zoom stood out as preferred options for video conferencing, with Microsoft shops already on Office 365 largely favoring Teams, while those not on Office 365 split evenly between Teams and [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 8:44 PM

Re: Zoom sent data to China, shared encryption k

The issue isn't that they've had some sort of generic 'growth' problem. And I'm sympathetic that some new users didn't set up their meetings as safely as they could.

It's that they've lied to their customers [more]

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NajdorfSicilian posted to the Saul’s Investing Discussions board. 11:22 AM

Zoom sent data to China, shared encryption keys?

https://www.ft.com/content/2fc518e0-26cd-4d5f-8419-fe71f5c55...

Zoom has been caught lying again, just since their Thursday statement. This firm has no integrity [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 4:31 PM

Re: To IGU, re Zoom's integrity

https://9to5mac.com/2020/04/01/new-zoom-bugs-takeover-macs-c...

Still serious security problems as of a few hours ago:

'Unfortunately, Zoom [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 4:18 PM

Re: Zoom: privacy? what privacy?

This is a serious, serious problem for Zoom. If they can fix it and not blow customer's goodwill, they will have every opportunity to be a huge company.

If they continue to cut corners and lie about end-to-end encryption and not protect [more]

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 4:38 PM

Re: Business forecast

But given a lack of herd immunity and the absence of a vaccine means that a rather huge portion of the economy will be depressed until a vaccine is ready.

Therapeutics will be available long before a vaccine.

No, you [more]

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 12:37 PM

Re: US deaths doubling every three days

PA gets the same # of auto deaths in 8-9 days than have happened due to Covid here since the outbreak began.

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NajdorfSicilian replied to the Dropout's Den board. 12:28 PM

Re: Quarantine Day 12

16 days, 5 deaths so far.

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 1:21 PM

Re: Five9

Five9 reported yesterday, stock up 13% today.

'The cloud software company beat adjusted third-quarter expectations and upped its guidance for the year. Five9 said it lost $1.6 million, or 3 cents a share, in the quarter, compared with [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 12:17 PM

Re: Tremors

Hi Muji, congrats on your YTD performance, very impressive!


Owning these vital services is MINIMIZING my risk

I would say that I don't think anyone really measures 'risk' as intra-month or even 3-month [more]

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NajdorfSicilian posted to the Dropout's Den board. 5:06 PM

Quarantine Day 12

My county was placed under recommended self-quarantine by our Gov two weeks ago as of 8pm. I was in Philly 12 days ago before that was closed down.

We have almost 1mm people here. In 13 days there has been 2 deaths. There was a 72 and 85yr [more]

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NajdorfSicilian replied to the Dropout's Den board. 5:00 PM

Re: Self Quarantine day 6

Neil Ferguson does a remarkable backpedal:

Instead of 500k dead in the UK, He now says both that the U.K. should have enough ICU beds and that the coronavirus will probably kill >under 20,000 people in the U.K. - more than 1/2 of whom [more]

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NajdorfSicilian posted to the Mechanical Investing board. 4:28 PM

Neil Ferguson does a remarkable backpedal

Instead of 500k dead in the UK, He now says both that the U.K. should have enough ICU beds and that the coronavirus will probably kill under 20,000 people in the U.K. - more than 1/2 of whom would have died by the end of the year in any case because [more]

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NajdorfSicilian replied to the Mechanical Investing board. 12:27 PM

Re: Why this bear is a different one

Flattening the curve is likely better for the short-run, it is certainly true.

A lockdown strong enough to get the active case count falling is the only moral choice,

I thoroughly disagree, and here's [more]

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 12:06 PM

Re: Fed hires Blackrock

3. Why does the Fed need BlackRock?

Parts of the Fed’s bond-buying program fit more squarely in an asset manager’s wheelhouse. While the Fed’s main job is to set big-picture monetary policy by purchasing Treasury debt, a fund firm like [more]

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 12:41 PM

Re: Fed hires Blackrock

Last time I checked the UST got a massive, massive profit on its last bailout of financial services firms.

BLK is probably the biggest and best bond manager in the world. It makes way more sense to have them running the show than some much [more]

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NajdorfSicilian replied to the Mechanical Investing board. 12:38 PM

Re: Why this bear is a different one

I think a superior notion would be for the Fed to buy preferred shares in the companies that ask for a bailout.

You could have two rates of dividends:

1) low rate for those that guarantee no layoffs,
2) higher rate for those [more]