ajm101’s Activity

Mon May 2

Thu Apr 14

NL

Boards Post

ajm101 replied to the Political Asylum board. 2:28 AM

Re: Military Keynsianism, American Exceptionalism

"Story Link: https://www.emptywheel.net/2016/04/12/military-keynsianism-a...

I read the "About" page... why exactly should I, or anyone else, [more]

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Boards Post

ajm101 replied to the Political Asylum board. 2:03 AM

Re: Funny

1. Peabody is reorganizing, not ceasing operations.

2. Magnetic reversal is hardly considered dangerous. https://www.youtube.com/watch?v=oIdW-ngRZMs shows what might happen. The [more]

Fri Mar 25

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Boards Post

ajm101 replied to the Falling Knives board. 7:15 PM

Re: Prediction for FK: Atlassian (TEAM)

I hear the same grumblings.

I worry for Atlassian, because of the integrated nature of their offerings, and their plans to create a marketplace for HipChat bots similar to the Jira plugin marketplace.

I hope they can address this [more]

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Boards Post

ajm101 posted to the Falling Knives board. 6:20 PM

Prediction for FK: Atlassian (TEAM)

So a bit of background - I have been using Atlassian for years. The build and sell software used by software development groups to plan, track, and report on work (Jira) as well as related products like Confluence (a deeply Jira integrated wiki... [more]

Mon Mar 7

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ajm101 replied to the Berkshire Hathaway board. 6:53 PM

Re: IBM to fire up to a third of US workforce

To answer an earlier post, I have a manufacturing & sales background. At the Fortune 500 company where I worked in the 1970s- 1980s, we were constantly using automation, industrial engineering planning, designing new processes and such to [more]

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ajm101 replied to the Berkshire Hathaway board. 6:32 PM

Re: OT: S&P500 TTM P/E > 23

Perennially low interest rates and even negative interest rates, real and imagined.<i/>

And you can also back out a majority of contributions from oil/gas/coal producers, related industries, and base metals from previous comparable
[more]

Sun Mar 6

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ajm101 replied to the Berkshire Hathaway board. 2:14 AM

Re: IBM to fire up to a third of US workforce

Uwharrie - I have to ask, do you have a background in computer science, background in contemporary machine learning research, or background in the history of AI research (particularly inference engines/expert systems?). Because honestly, I would love [more]

Sat Feb 20

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Boards Post

ajm101 replied to the Berkshire Hathaway board. 12:14 AM

Re: IBM and WEB coat-tails

You use too many words.

They have more engineers than they need to sustain their existing business. Those people are building product that they expect to realize future profit. If they decided not to pursue those future profits at the [more]

Sun Feb 14

NL

Boards Post

ajm101 replied to the Berkshire Hathaway board. 11:56 PM

Re: Munger: Jury Out On IBM

"IBM is a leader in hybrid cloud management solutions."

Hah! No they are *not*.

Sat Feb 6

NL

Boards Post

ajm101 replied to the Falling Knives board. 2:01 AM

Re: LNKD, RL

Tableau is one of the first falling knives I've added in a while.

A bit over $10/share cash with no debt. About 60-70x trailing earnings post-fall (non-GAAP). Disappointing guidance, but well regarded product that is a leader in its [more]

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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 292
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Very First Post A IV Stocks That Interest You post. (10/14/2005)
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