f*********s
发帖数: 792 | 1 i feel that the your letters to the teacher lack a main theme, or maybe the
main theme was "diluted" by talking about you yourself. i think the teacher
doesn't have responsibility to teach you how to teach the kids to be
confident. what you may need to ask for and need to make it very clear in
the letter is: how "you" ms.xxx as a teacher could help make the kid
confident. also i think the best way to communicate is not by writing emails
, but talk, after class or via parent-teacher confidence. |
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a*******e
发帖数: 12169 | 2 How to Clean
To maintain the finish on your cast iron pan, you must abide by the
following rules:
* When you’re finished cooking, scrape out your pan with a wooden spoon
or rubber spatula while it’s still hot, and wipe it down with a little oil
on a rag or paper towel to preserve the finish. Cottonseed oil works well.
* If gentle scraping doesn’t suffice, a little mild, well-diluted soap
and a soft sponge or stiff nylon brush are OK, but don’t scrub the pan.
Avoid using soap or harsh abr |
|
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a********e
发帖数: 3771 | 4 I am sure white liquior will do nothing against fungi or bacteria. Common
chinese liquior have a alcohol % at most 40% while only 50% to 90% v/v
alcohol can kill microbes. Once liquior is poured in the bottles, it is much
, much diluted and thus does almost nothing but add to the flavor.
Hot oil works well to prevent microbes in the hot pepper dices because for
one thing the heat kills live bacteria and all the fungi , and the other
point is that oil isolates air from the food in the container. |
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a********a
发帖数: 3176 | 5 I use Mr Clean's detergent for tiles. I also used white vinegar diluted with 3
times of water. |
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p****a
发帖数: 20 | 6 In my humble opinion, I don't really think the coffee filter can actually
filter those "harmful" or "toxic" components in coffee. You might need
molecular sieves to actually filter them. Those coffee makers which use
filters usually make more diluted coffee than espresso makers. So that could
be the reason.
For people with heartburn or reflux, usually limited to 1-2 cups per day is
better for
the stomach. |
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G*********2
发帖数: 164 | 7 Be careful. :-)
If you talk about “spread” in general term, then anything that can be
spread can be called “spread”, including butter (those butter sticks),
margarine, cheese, cream, and etc.
But if you talk about butter spread specifically, then, it is a different
product than pure butter. Butter spread is kind of like a “diluted” butter
, with some water and chemicals added, so to make it softer and easier to
spread.
Yeah, Land O'Lakes is the top brand in the US market for butter and butter
re... 阅读全帖 |
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l********l
发帖数: 9452 | 8 head-fi review：
Details: Latest dynamic-driver offering from one of Head-Fi’s favourite
brands
Current Price: $149 from Head-Direct.com (MSRP: $149)
Specs: Driver: Dynamic | Imp: 150Ω | Sens: 95 dB | Freq: N/A | Cable: 4’ L
-plug
Nozzle Size: 5mm | Preferred tips: Large stock bi-flange, Meelec ‘balanced
’ bi-flange
Wear Style: Straight down or over-the-ear
Accessories (4.5/5) – Single-flange (3 sizes) and bi-flange (2 sizes)
silicone tips, replacement filters (5 pairs), and shirt clip; latest v... 阅读全帖 |
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T*******t
发帖数: 9274 | 9 【 以下文字转载自 Stock 讨论区 】
发信人: afisher (飞), 信区: Stock
标 题: FAST－不谈股票，只谈公司
发信站: BBS 未名空间站 (Mon Mar 24 16:06:42 2008)
Fasternal Company, NASDAQ: FAST
前一阵意外的发现了这个公司，简单调查了一下，发现很有意思，有兴趣的可以研究研
究。没有推荐大家买的意
思，虽然我自己准备把它作为中长期投资的对象考察。
这个公司业务很简单，最早是从生产销售fastener开始，后来逐渐扩展到其他机械零件
。主要是销售，公司的目标
是grow through customer service. 公司所处的行业听起来很boring，不过也正符合
peter lynch喜欢的类型（参
见one up on wall street)，因为boring意味着竞争者不会太多。
这个公司最让我惊奇的地方在于其稳定的增长，一个公司一两年盈利激增没什么，但是
稳定的增长就不容易了。查
了一下历年10K中纪录的自90年以来的diluted eps, 年增长在15％以下的有以下年份，
括号 |
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m******t
发帖数: 2416 | 10
Even if they may not literally become $0, nationalization still
means serious dilution at least. Besides a government is
probably the worst choice to run a business, which it will
as the majority shareholder. |
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S******n
发帖数: 617 | 11 http://www.nytimes.com/2009/04/20/business/20bailout.html?_r=1&ref=business
"simply by converting the government existing loans to the nation's
19 biggest banks into common stock."
~~~~~~~~~~~~~un-fucking-belivable,hehe
So every tax payer owns a piece of these shit banks.
Where have we seen this "conversion of debt to equity"?
Answer: in a bankruptcy event.
BTW: I think this will be a huge huge dilution for affected banks. |
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s**********n
发帖数: 868 | 12 【 以下文字转载自 Stock 讨论区 】
发信人: splendidchen (chen), 信区: Stock
标 题: Re: GM holder 在赌什么?
发信站: BBS 未名空间站 (Fri May 29 10:48:50 2009)
Never understand it.
Even the proposed deal goes through, with 1:100 dilution, the current price
is equivalent to something like $100/share or a market cap of $60B.
There's no way GM can be worth $60B after the deal. Even with $18B
government debt, $27B bonds, and ~$20B UAW health care funds converted to
common equity, it's still a company with negative equity and losing |
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s**********n
发帖数: 868 | 13 I don't know. I hope someone out there understanding this case can educate
me on it.
Within my understanding, either:
1. There's no way this thing's worth more than $1, and it's purely ignorant
people who are selling it to each other at $1. I think it's highly unlikely.
or
2. There's a chance that it's worth more than $1 outside chapter 11:
1) The proposed deal by the government with 1:100 dilution, which I think
can not justify the $1 price even it works.
2) Someone comes out and buy huge a |
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m*********a
发帖数: 3299 | 14 American have accumulated $60 trillion dollars in the past held in dollar
denominated assets. Printing more money will dilute such asset and issuing
new currency is so crazy and this is the last thing will happen, which
definitely will lead to revolution. Fed just want to inflate 3% each year to
make some interest and keep economy humming. |
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d*****z
发帖数: 114 | 15 众所周知，美国上市的中概股中充斥着各种各样的垃圾股，可以长期投资的选择实在很
有限。另外在海外资本市场中的投资者对其中大部分公司并不了解，所以中概股的
valuation是很莫名其妙的一个现象。这里我想讨论一下如何对HOGS(众品)估值。无可
否认，估值是个非常难的事情，因为估值就要对未来进行预测，而一个公司的经营被太
多的不确定因素左右着。所以这里的所谓估值也只是通过对未来趋势的大致估计的一种
简单尝试。
先看目前的业绩。HOGS 2009全年revenue预计$800m(54亿人民币)，profit 1.6/s。相
对12.6的股价，P/E只有8倍。对比同行业的另两家企业，A股中的双汇P/E是28，HK上市
的雨润P/E有20，HOGS即使不能和A股的高估值比，和HK的雨润也差得很远。造成这个的
原因主要有两个。一是海外市场不充分了解中国公司，尤其是新兴的非知名公司。因为
很多负面的先例，比如一些公司通过海外包装上市来圈钱套现，或者做假账，或者爆出
各种丑闻，或者经常second offering dilution, 数不胜数。另外大家也不了解中国市
场和相应的经营风险。所以海外投 |
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N********n
发帖数: 8363 | 16
So you are thinking that holding fiat only to let politicians dilute it
away with endless printing is fair. Holding in gold is not? You can keep
trusting them all you want, I just keep exchanging my USD for silver &
gold. Someone has to be on the other side to take the trade anyway.
What does this phenomenon that people in Zimbabwe traded their food in
gold after their fiat currency crashed tell you? Gold is money. Whenever
politicians screw fiat pretenders up, gold comes back reclaim its statu |
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l******u
发帖数: 1174 | 17 > Fed has strong incentives to print more money to dilute its debt
You sound like a smart ass, maybe too smart. But Fed also has strong
incentives NOT to print more money.
will |
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j****y
发帖数: 1714 | 18 ‘The stock market is for suckers’
http://www2.macleans.ca/2011/01/24/the-stock-market-is-for-suck
Jan 24, 2011 by Jason Kirby
Justin Sullivan/GETTY IMAGES
Were it not for the source and recipients of the email—From: Goldman
Sachs, To: Our most outrageously rich clients—it would have read like
one of those Nigerian investment scams that slip through spam filters
now and then. “When you have a chance I wanted to find a time to discuss
a highly confidential and time-sensitive investment opportunity... 阅读全帖 |
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s**********n
发帖数: 868 | 19
For your last question, it's really a case by case problem. But it's safe to
say that very few will grow astronimically without substantial dilution,
and most of them will disappear. Basically I think an "index fund" in new
energy will underperform the overall market. |
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r**m
发帖数: 1825 | 20 http://altruistfa.com/etfs.htm
ETFs may be somewhat more tax efficient than similar conventional index
mutual funds. This increased tax-efficiency is in the form of lesser
capital gains distributions (which effectively means that an ETF's capital
gains tend to be more deferred than a similar mutual fund's would be). The
idea that ETFs should have lower capital gains distributions comes from
their ability to shed their lowest-basis shares to institutional
arbitrageurs through in-kind redemption... 阅读全帖 |
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r**m
发帖数: 1825 | 21 http://altruistfa.com/etfs.htm
ETFs may be somewhat more tax efficient than similar conventional index
mutual funds. This increased tax-efficiency is in the form of lesser
capital gains distributions (which effectively means that an ETF's capital
gains tend to be more deferred than a similar mutual fund's would be). The
idea that ETFs should have lower capital gains distributions comes from
their ability to shed their lowest-basis shares to institutional
arbitrageurs through in-kind redemption... 阅读全帖 |
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u**l
发帖数: 1043 | 22 of course twitter. FB stock has dilute 5 times recently and I think one RSU
is worth only about $20 now. If you can get 20,000 RSU from Twitter, and it
is worth $100 later, you will be millionaire.
虑？ |
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m*******i
发帖数: 8711 | 23 2500 must be pre-dilution.
RSU
it |
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E********a
发帖数: 124 | 24 Since FB diluted its stock and only gives 2500 for new grad now, it's not
that tempting...
Beside of FB and all other pre-IPOs, do you mind name a few non-trash
companies? |
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g*********s
发帖数: 1782 | 25 it depends on the m&a deal.
if the deal is sweet, u could possibly convert all unvested options into
cash.
refinancing definitely would dilute ur shares. but for a common r&d, it's
not a big deal. few companies become google, facebook, bidu, etc. most
just die, or live as dead. |
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w**z
发帖数: 8232 | 26 Yes. Even it's private,the company has the value. For example, when the
company asks for fund from VC, VC will evaluate the company and give the
value of the company. Let's say VC invests 10m and gets 10% of the share,
then the company is evaluted at 100m. (just recently, GS invested 500M at
facebook, they probably get 1% of the facebook, and that is how they come
up with the evaluation offacebook at 50B) You divide the 100M by the total
shares, you get the share price. Option price basically ... 阅读全帖 |
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u******k
发帖数: 355 | 27
No, start-up usually paid better than big company because of the risk.
If he said 100M, you should take it as 50M or less.
0.1% is not bad, but you need to make sure if they will have more fundings
in the future, otherwise it will be diluted dramatically. |
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P**********c
发帖数: 3417 | 28 知道现在的比例以后也有dilution的风险。VC投钱都是买比例。
普通员工一般拿不到。 |
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w**z
发帖数: 8232 | 29 这和team有关，大公司进去个人就被dilute了。几千人的公司，多你一个不多，少你一个不少。别把自己那么当回事，就一打工的。 |
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w**z
发帖数: 8232 | 30 这和team有关，大公司进去个人就被dilute了。几千人的公司，多你一个不多，少你一个不少。别把自己那么当回事，就一打工的。 |
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w**z
发帖数: 8232 | 31 就我看来，去小startup，升上去容易多了，当然前提是公司会survive。去大公司当码
工，真的就Dilute了，就一小螺丝钉。不是每个人，都能熬到高职位的。 |
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w**z
发帖数: 8232 | 32 你股数double， same value
Google said its board of directors has approved a 2-for-1 stock split. Investors will get a dividend of one share of the new, non-voting "Class C" stock for each existing Google share.
The new shares, to be listed on Nasdaq under a separate ticker, will be available for corporate uses such as equity-based compensation for employees, in which case they would not dilute the share base. |
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b***e
发帖数: 1419 | 33 这个公司我还是知道一点内幕的。简单的说，就是一个斗争的摇篮。人员流动性很强。
除了一个四大牛人朋友，没有人呆超过两年的。这位最近也跳了。另外，这个公司已经
六七年了，貌似没有正过。现在加入估计dilute的连渣都不剩了。 |
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l******n
发帖数: 9344 | 34 如果在exercise之前有dilute,比如增发，那会对之前的stock option有影响吗？
谢谢 |
|
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S****e
发帖数: 127 | 36 its really hard to evaluate stock option.
You can roughly estimate their monetary value if you can get the following
information.
In their last round of funding, how much money they raised, and what
percentage of company did the investors get. For example, they raise 30
million in series B, and the investors get 10% of the company, the company's
valuation is at 300 million.
Then, the company is willing to tell you how many outstanding shares are out
there, you can calculate how much money your s... 阅读全帖 |
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C****t
发帖数: 178 | 37 顶一把，替楼主说几句政治不正确的话：
Tango里印度人非常的少，非常非常的少，汉语是半官方语言，可以随时随地大声地说。
1/3强甚至1/2的Engineer Manager是亚裔（大部分华人）。剩下manager里不少人的老
婆也是亚裔。1/3强的engineers是亚裔（大部分华人）。所以衷心祝愿Tango发财，在
Tango的同胞发财。
另外Tango对解决配偶工作也比较上心，H1B和绿卡都不卡人。
融资几轮因为估值较高，dilution不是特别大，如果估值能够double一下，前30号人基
本可以退休，再double一下，前80号人可以在Palo Alto买套房。如果变废纸，就当我
没说。
现在进去可能options会给的比较少，不要过分憧憬，但是非常的锻炼人，从server到
client什么职位都有，转组也非常容易。工作压力比较大，如果是牛人，会比较游刃有
余。如果是新人，请加班加点地学习。如果是烂人，1个月被开也有可能。不过现在人
多起来，应该比较好混了。
Good Luck! |
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m**********s
发帖数: 87 | 38 Within eight (8) weeks of your joining XYZ you will be granted an option
equivalent to approximately .1% of the current total outstanding fully
diluted share and option pool. These options will become exercisable (“
vest”) as to 25% of the original number of Shares on the first anniversary
of the Vesting Commencement Date and as to an additional 2.0833% of the
original number of Shares at the end of each successive month following the
first anniversary of the Vesting Commencement Date until the... 阅读全帖 |
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b****n
发帖数: 464 | 39 大家都不考虑dilution么？
★ 发自iPhone App: ChineseWeb 8.6 |
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m********e
发帖数: 63 | 40 MapR has 500+ paying customers and its business model is not like those
burning-money startups. Actually, the company does not want to take too much
fund which dilutes employee's stock options. Taking fund from Google and
Qualcomm is more
because of partnership than just taking money from them.
The reason that I mention Google capital is because this fund only invests
late stage startups. If you know those companies better, you should know
that Google also invested Hortonworks some time ago thro... 阅读全帖 |
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m********e
发帖数: 63 | 41 MapR has 500+ paying customers and its business model is not like those
burning-money startups. Actually, the company does not want to take too much
fund which dilutes employee's stock options. Taking fund from Google and
Qualcomm is more
because of partnership than just taking money from them.
The reason that I mention Google capital is because this fund only invests
late stage startups. If you know those companies better, you should know
that Google also invested Hortonworks some time ago thro... 阅读全帖 |
|
w*****9
发帖数: 28 | 42 我是上次那个问snapchat的，update一下，最近airbnb和facebook的offer也下来了。
基本不准备面
了，面试的心得体会，之后会发帖回馈版上。本科毕业第一份工，想听听大家的意见。
首先，package上来说。Base大小公司都一样，小公司看起来多一点，但大公司有年终
奖，都一样。facebook，大家都知道，75k signon. 小公司没啥signon,主要是股票。
Snapchat之前也有人发过，543k。Airbnb少多了，6k share, 上次funding是 40$/
share. 之前有人发帖说是打发人的，倒也不至于，但确实比较少，想多要些，也不知
道要多少，怎么argue比较好。
其次，职业发展来说。很多人都是先去大公司，在去小公司。楼主性格上更喜欢小公司
，年轻想要热血一些，希望技术和能力上都能快速提升。但想在美国留着，对于身份问
题很顾虑（虽然被批评过。。）。另外一种想法，只从经济上来说，完全可以去fb干一
年，拿signon,觉得不刺激，干的不爽，再去面小公司（面不面的上另外一说了。。）
，因为airbnb本来股票少，再加dilution, ... 阅读全帖 |
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s****o
发帖数: 13 | 43 面了5-6个Hot Startup/Pre-IPO。今天婉拒了现在公司的counter-offer，从了一家。
在本版受益良多，虽然因为种种原因不能细说每个面经，可是还是披了LP的马甲来回报
一下。特别是这个negotiate是非常失败的，各大家一个参考。认出来请不要人肉
本人背景：非名校，非CS，本科毕业，脚踏实地工作了将近十年。小公司大公司各干了
一家。方向是business/marketing/strategy。
Offer:
Cash Package： ~18.5w
Stock Package: ~70w 分四年vest
Sign-On：2w
Refreshment: 一般
Level: Director
本来第一次verbal offer的时候base还高一万。我做了很多准备。查了sharepost上
private secondary market的价值，上个跟上上个轮的valuation / estimated total
diluted shares。查了搬家和LP工作的影响。准备好别家的offer（可是不强）。
verbal offer的时候也明确跟我讲可以negot... 阅读全帖 |
|
s****o
发帖数: 13 | 44 面了5-6个Hot Startup/Pre-IPO。今天婉拒了现在公司的counter-offer，从了一家。
在本版受益良多，虽然因为种种原因不能细说每个面经，可是还是披了LP的马甲来回报
一下。特别是这个negotiate是非常失败的，各大家一个参考。认出来请不要人肉
本人背景：非名校，非CS，本科毕业，脚踏实地工作了将近十年。小公司大公司各干了
一家。方向是business/marketing/strategy。
Offer:
Cash Package： ~18.5w
Stock Package: ~70w 分四年vest
Sign-On：2w
Refreshment: 一般
Level: Director
本来第一次verbal offer的时候base还高一万。我做了很多准备。查了sharepost上
private secondary market的价值，上个跟上上个轮的valuation / estimated total
diluted shares。查了搬家和LP工作的影响。准备好别家的offer（可是不强）。
verbal offer的时候也明确跟我讲可以negot... 阅读全帖 |
|
h**d
发帖数: 5161 | 45 就算小米4年0 dilution，
10亿＝2.5%
小米招的technical leader跟CEO一个待遇？ |
|
h*****a
发帖数: 1718 | 46 万分之一是说15000股占目前公司发行总股数的万分之一。
说实在话，去startup真没必要对options纸面上值多少钱太较真。你真要想把价值算清
楚，就对公司long term的上市后的市值做个估计，然后按你拿的比例再考虑将来的
dilution（roughly每次融资稀释10%左右）算这个价值好了。 |
|
i**p
发帖数: 940 | 47 听朋友讲的，uber融资稀释很少(融资1b，估值40B），而twitter和pinterest动辄大
比例dilution。也许pinterest公司价值可以5x，但那个时候股票价格肯定5x不了(也许
更接近3x)。
你去问问twitter的人就知道了。
另外你忽略了可能性的考量。pinterest做到30b不是小概率事件，但也不是什么大概率
事件。我个人认为uber 2-3x是大概率事件。
说了这么多，没有一个显而易见的答案。主要看个人风险喜好以及package细节。 |
|
j********x
发帖数: 2330 | 48 写的真好，无耻转载一下：
Because that's best for the business and its shareholders due to simple
math.
Gross profits at now + time t are current revenue * growth ^ t * gross
margin where gross margin is ((revenue - cost of goods sold) / revenue)
Generally it's much better for startups to devote resources to increasing
growth as the exponent base than reducing cost of goods sold which merely
multiplies the effects of the exponentation with a limit somewhere below a
100% gross margin.
Forbes estimated Dropb... 阅读全帖 |
|
b***e
发帖数: 1419 | 49 你这个“只要”实在是一个very strong assumption。这就好像是一个刚从电影学院毕
业的小妞上位成明星的机会，虽然也不大，但总要强过一个混了十几年也没上位已经趋
向于人老珠黄的大妈去韩国拉了个皮然后又想再上位。且不说现在tagged股票已经
dilute成渣了。人明星startup可还是粉木耳。 |
|
c**********n
发帖数: 50 | 50 过一年后看看吧，如果tagged 还没有稳定的收入增长，我就会同意你的看法。我是从
一家估值为1个billion 的startup 跳到 tagged 的， 那一家的股盘已经大于90
million。 tagged 的股盘也只是比这个的一半多一点儿，谈不上dilute成x的。当然，
tagged 比不上 houzz， uber, airbnb, lyft, pinterest, instacart, wish 等等，
有这些 offer 的，估计也不看这个帖子了。
真要靠 startup发财太难了（牛＋运气），到哪儿不过就是一份工作。两年前这里一哥
们拿了 square 的offer，那时侯他们的市场估计的股价已经是100 元了，我恭喜了他
半天。他还客气说不如加入我的前东家，因为 squre 的股价太高了，没有我前东家潜
力大。谁会想到今天 square 这么艰难。 |
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