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re: Random Money/Business/Finance Thoughts Thread
Posted on 9/9/11 at 1:38 pm to lynxcat
Posted on 9/9/11 at 1:38 pm to lynxcat
First day of work with hangover. Feel terrible, getting nothing done, plus had to site through 2 hours of training with another hour coming later. Will probably end up here on Sunday. 
Posted on 9/9/11 at 1:48 pm to kfizzle85
quote:
Will probably end up here on Sunday.
Which probably means another hangover day at work
Posted on 9/9/11 at 2:32 pm to GregYoureMyBoyBlue
Posted on 9/9/11 at 6:48 pm to kfizzle85
I worked about 55 hours in 3 days. I am so thankful that this is not the norm. 
Posted on 9/9/11 at 7:17 pm to lynxcat
Damn brah, that's impressive. What was the reason for the increased workload?
Posted on 9/9/11 at 10:00 pm to kfizzle85
quote:
Damn brah, that's impressive. What was the reason for the increased workload?
A lot of new projects rolling in = long hours that will continue into the weekend. Time to reenergize tonight, though.
I love the work and the behind the scenes look. Companies may not be on hiring sprees, but some serious investment into LT strategy is occurring.
Posted on 9/9/11 at 10:01 pm to lynxcat
Officially been contacted by my first headhunter.
I've been told to expect this to become a weekly occurrence.
This post was edited on 9/9/11 at 10:02 pm
Posted on 9/10/11 at 1:37 pm to lynxcat
Was going to bet on AU/MSST over AND AU upset. Missed getting in the bet by literally a minute.
Looking to put in about 6 hrs today, about halfway home. :banana:
Posted on 9/11/11 at 3:50 pm to kfizzle85
Is Disney about to have a stock repurchase?
I looked at there SEC filings, and Disney is
issuing bonds. On Aug 19 they filed for their prospectus. (and on May 20) I don't think Disney is in need of cash. Disney doesn't have any notes payable as it is. I think their stock is undervalued, and I think a stock repruchase would be the best bet for why they would issue debt. Anyone follow DIS?
Most likely they just like how cheap it will be to pay it off right now.
I looked at there SEC filings, and Disney is
issuing bonds. On Aug 19 they filed for their prospectus. (and on May 20) I don't think Disney is in need of cash. Disney doesn't have any notes payable as it is. I think their stock is undervalued, and I think a stock repruchase would be the best bet for why they would issue debt. Anyone follow DIS?
Most likely they just like how cheap it will be to pay it off right now.
This post was edited on 9/11/11 at 7:31 pm
Posted on 9/11/11 at 5:07 pm to kfizzle85
Random thought...
Don't most stock valuation models include the discount rate in the denominator, as does the simple valuation of a perpetuity?
If so, wouldn't perception of accelerating inflation drive stock prices down, while expecting lower interest rates long-term would drive stock prices up?
This seems counter-intuitive to me, but I assume it is because I am mentally decoupling the long-term rates (thus discount rate representing capital costs and alternative investments) from a company's revenue projections.
Is it as simple as the need to also revise the company's nominal performance in the different rate environment? It may sound like an ignorant question, but I don't deal with stocks much and wanted to gut-check the gurus.
ETA: I ask because the use of NPV profiles and IRR analysis seems to typically assume a similar decoupling. I am trying to mentally manipulate the effect on the range of uncertainty in probabilistic analysis. I suspect the assumption of this decoupling underestimates the probabilistic band of uncertainty, for whatever that's worth. It is probably more meaningful on a capital project portfolio basis for hedging, cash planning, etc.
Don't most stock valuation models include the discount rate in the denominator, as does the simple valuation of a perpetuity?
If so, wouldn't perception of accelerating inflation drive stock prices down, while expecting lower interest rates long-term would drive stock prices up?
This seems counter-intuitive to me, but I assume it is because I am mentally decoupling the long-term rates (thus discount rate representing capital costs and alternative investments) from a company's revenue projections.
Is it as simple as the need to also revise the company's nominal performance in the different rate environment? It may sound like an ignorant question, but I don't deal with stocks much and wanted to gut-check the gurus.
ETA: I ask because the use of NPV profiles and IRR analysis seems to typically assume a similar decoupling. I am trying to mentally manipulate the effect on the range of uncertainty in probabilistic analysis. I suspect the assumption of this decoupling underestimates the probabilistic band of uncertainty, for whatever that's worth. It is probably more meaningful on a capital project portfolio basis for hedging, cash planning, etc.
This post was edited on 9/11/11 at 5:17 pm
Posted on 9/14/11 at 3:21 pm to kfizzle85
I did a 14 hour day yesterday, but 2 were recruiting and 2 were entertaining clients.
I got a couple of free meals and a bar tab out of the deal. Overall win, IMO.
I got a couple of free meals and a bar tab out of the deal. Overall win, IMO.
Posted on 9/14/11 at 3:31 pm to TheHiddenFlask
I'm just maintaining steady 9-8, but I'm not close to what they consider a "full time workload" yet either. I just expense dinner on the way home every night. NOW, if I can manage to get dinner, go upstairs and change, then go downstairs and workout, THEN get up at 630 and read before I get to work, I'll be hitting on all cylinders.
Posted on 9/19/11 at 9:42 pm to kfizzle85
Posted on 9/19/11 at 10:49 pm to Tiger4
DB at the LSU career fair? Wow if true.
Posted on 9/19/11 at 11:08 pm to Tiger4
Posted on 9/20/11 at 12:42 pm to lynxcat
(no message)
This post was edited on 10/21/11 at 7:05 pm
Posted on 9/21/11 at 2:19 pm to RedStickBR
Found out this morning that i made the final 2 for that ER job, but unfortunately didn't get it. O well, live to fight another day as they say. Thanks for the advice to those who offered it.
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