thisismyhnuser

I would really like alerts (like reddit does...an orange envelope or something similar)...when someone replies to my comment I don't want to have continually check to see if there are replies. I know there are a lot of people that don't want this for some reason or another. For this reason there should be an option to turn them on/off.

I really wish someone would re-write all of AWS documentation and make everything simpler to understand. I'd like to use AWS but the documentation as-is would take hours to read.

Market cap is not a decent proxy of the magnitude of the value of the company.

EV in it's simplest form is Mkt Cap less Cash plus Debt. Just b/c a company isn't public doesn't mean the value of the equity is unknown.

If you buy the equity of a $100M company that has $90M in Net cash then you really are only paying $10M for it. Likewise, if the company had $1B in Net debt then you are paying $1.1B for it. Theoretically, DB could issue $10B of debt and buyback $10B of equity tomorrow and that reduces their mkt cap dramatically (their regulators wouldn't be too happy about it, though).

My point is that Banks use leverage so mkt cap is NOT a decent proxy of the value of the bank. When you compare valuation of 2 companies using Market Cap for 1 or the other (or both) is VERY misleading, especially when you have one that has a business model that uses leverage.

also, Snapchat has both an EV and Mkt cap.

Enterprise Value is different than Market Cap.

I can't even read the arin.net pages...does something screwy to my browser...both Chrome and Firefox in Linux.

can you elaborate?

I'm really trying to solve my other question: https://news.ycombinator.com/item?id=11511793

I thought I'd break it up since it really is 2 questions.

didn't delete. I edited my other question (which has a different focus) and then posted this.

Can you be more specific? Who?

this? http://www.gcehosting.com/