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- CART.
- Listing at 30 (top of range, lots of demand), making the target IPO valuation 10B. Its peak valuation was 40B during pandemic. Maplebear Inc is the parent.
- ~3.5hrs after market opened, secondaries began. It was at $42 (+40%).
- At market close, down to 33.
- Buy IPO, sell open.
- Notice and forge didn’t have useful information, as a datapoint.
- TD.
- Account value >250k to participate in an IPO.
- IPOs are nonmarginable (first 30 days).
- Trade -> Equity IPOs.
- You’ll have to submit eligibility disclosures and conditional offers to buy, each time.
- And remember, you’re buying preallocated (to that brokerage) shares in the primary market, it’s not a direct public listing in the secondary market (eg the regular buy/sell interface lists CART as invalid).
- IPO orders must be limit, not market.
- The secondary listing usually begins a few hours after IPO / market open? And only shares, not options (those start anywhere from 3-60 days after). The ticker is searchable on quote lookup, but it’s not marked as valid. Once secondaries start, then you can trade normally.
- Stripe.
- 28.42/share. 5% fee on equityzen (so basically 29.84/share).
- 10k = 352 shares.
- Implied val 67.3B. History: seed 2011, unicorn 2014, 36B in 2020, 94B in 2021.
- Should close in <2mo.
- You have to indicate level of commitment ($), provide some basic info (already associated with your profile), sign term sheet, suitability questionnaire, investment distributions / limits / risks, subscription agreement, W9.
- Then you connect your bank account (via stripe, ironically) – you don’t pay now, they’ll notify prior to closure so you can fund this connection.
- Underneath the hood, they put the investment in an equityzen fund whose sole strat is stripe.
- Overall the process wasn’t too bad. But could be made much simpler for the layperson.
- Private work.
- UES standard bloodwork. Insurance doesn’t cover results review over video call? Must be in person.
- Qualified purchaser >5M.
- Mealprep. Oat milk, liver, smoothies, full dinners. Smoothies with 2 novelties:
- Black pepper for turmeric.
- Beeswax with the honey.
- You can now directly open google password manager in chrome’s menu (rather than settings -> autofill -> GPM, 3 clicks).
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- Back from berkshires.
- Private work.
- Play-in for the next CCT event, AI cup.
- CART listing tomorrow (NASDAQ). Moved some positions around ahead of time.
- Moved some REIT positions, EQIX, VNQ.
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- Although I always call it modulus, I like the term integer division better; self-describes the two resultant integers as quotient and remainder.
math.isclose() in python defaults to a tolerance of diff <= 1e-09.- Cornfield mazes, petting zoos, farms.
- TSLA class action: https://www.tesladetroitderivativeaction.com/
- Spelling bee buddy is great: https://www.nytimes.com/interactive/2023/upshot/spelling-bee-buddy.html
- The usual typing, ds&a, prep.
- Choosing k items from n options (and python examples)(repetitions = can choose same option multiple times)
- No order = combinations.
- No repetition = n! / (k! * (n – k)!) = math.comb(n, k) = binomial coefficient
- Repetition = (n+k-1)! / (k! * (n-1)!)
- Order = permutations.
- No repetition = n! / (n – k)! = math.perm(n, k)
- Repetition = n^k
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- Private work. Lots.
- And travel. Left for berkshires.
- Missed ortho, rescheduled next week.
- Highest spelling bee, something like 42/48 words, >200 pts.
- Duct-taped the LED at the bottom of the roku tv. Too bright at night. No hardware or software option to disable (that I could find). Remote still works.
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- Private work.
- Cumulative updates.
- Old leather case ripping. New case. Trying popsocket for the first time.
- Gitlab changed their interface since last I used it.
- Supercontest.
- Did some ticket cleanup, organized into proper milestones after the summer hiatus.
- Kickoff ticket: https://gitlab.com/bmahlstedt/supercontest/-/issues/202
- Got the site back up, prepped for 2023-2024 season, backfilled week1. Not quite live yet, but close.
- Remember to use
alembic.op.execute in migrations (not sbsc.db.session?)
- All details on ticket.
- Feels good to get back on this app.
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- Full day of private work.
- Tesla’s dojo supercomputer. Trains ML models for FSD. Computer vision, controls. Could sell to other tech computers to use dojo for purposes other than driving.
- Cleaned after guests, laundry, roomba, everything. Prepped for berkshires.
- Updated vscode.
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- Private work.
- TD margin closed with no action on my part (swept vs unswept).
- Texted ortho for next schedule. Waiting for tray arrival then come in.
- Gonna miss broadway week this year, too much going on.
- Updated airthings firmware.
- Google/US monopoly trial.
- iPhone15 tomorrow.
- Loops of heaps, lots of DP.
- Registered for Best Friends Animal Society, took quiz.
