BC MACHINE LEARNING
Saved by @CodyyyGardner

Happy 2⃣0⃣2⃣1⃣ to all.🎇

For any Learning machines out there, here are a list of my fav online investing resources. Feel free to add yours.

Let's dive in.
⬇️⬇️⬇️

 Investing Services

✔️ @themotleyfool - @TMFStockAdvisor & @TMFRuleBreakers services

✔️ @7investing

✔️ @investing_city
https://t.co/9aUK1Tclw4

✔️ @MorningstarInc Premium

✔️ @SeekingAlpha Marketplaces (Check your area of interest, Free trials, Quality, track record...)
General Finance/Investing

✔️ @morganhousel
https://t.co/f1joTRaG55

✔️ @dollarsanddata
https://t.co/Mj1owkzRc8

✔️ @awealthofcs
https://t.co/y81KHfh8cn

✔️ @iancassel
https://t.co/KEMTBHa8Qk

✔️ @InvestorAmnesia
https://t.co/zFL3H2dk6s

✔️ @mastersinvest
https://t.co/2XxBzxxrYb
Tech focused

✔️ @stratechery
https://t.co/VsNwRStY9C

✔️ @bgurley
https://t.co/NKXGtaB6HQ

✔️ @CBinsights
https://t.co/H77hNp2X5R

✔️ @benedictevans
https://t.co/nyOlasCY1o

✔️ @ARKInvest
https://t.co/VwZuh8aYNw
Tech Deep dives

✔️ @StackInvesting
https://t.co/WQ1yBYzT2m

✔️ @hhhypergrowth
https://t.co/kcLKITRLz1

✔️ @Beth_Kindig
https://t.co/CjhLRdP7Rh

✔️ @SeifelCapital
https://t.co/CXXG5PY0xX

✔️ @borrowed_ideas
https://t.co/yswPHiLeia
Investing Concepts

✔️ @IntrinsicInv
https://t.co/lQOBSNv1Nh

✔️ @JohnHuber72
https://t.co/QslJlfCejm

✔️ Gary Mishuris
https://t.co/9CqfJDNJix

✔️ @GavinSBaker
https://t.co/WTCpxNXvfW

✔️ @NovelInvestor
https://t.co/Wd3E3HxT4D

✔️ @10kdiver
https://t.co/5vjYRdinWV
Investing (Stock Ideas) Articles

✔️ @themotleyfool
https://t.co/4IuGintjK6

✔️ @CatanaCapital
https://t.co/QvNIwRFIZm

✔️ The Good Investors - Singapore
https://t.co/n2sUNyI5MM

✔️ New Academy of Finance
https://t.co/2X8y4jaUDa
Seeking Alpha (most articles open for subscribers only).

✔️ @FromValue
https://t.co/lBCoTv9Pyf

✔️ @andrescardenal
https://t.co/1iDCN57C5p

✔️ Integrator
https://t.co/rdmpWNFnMs

✔️ @EconomyApp
https://t.co/daJxFnp3ie

✔️ Bert Hochfeld
https://t.co/zh6nxNsafF
Substacks

✔️ @BrianFeroldi
https://t.co/u89relRji3

✔️ @richard_chu97
https://t.co/T0cXm0fXbd

✔️ @jaminball
https://t.co/e6nNnOJf3K

✔️ @adventuresinfi
https://t.co/v5fs3jFKmF

✔️ @JonahLupton
https://t.co/uKgYhwDFUe

✔️ @GetBenchmarkCo
https://t.co/HTybVNu5tX

cont...
✔️ @mrjivraj
https://t.co/TWNuSVdy4H

✔️ @chitchatmoney
https://t.co/tPyfYXPdPT

✔️ @reshoftc
https://t.co/L4fwdFfpoQ

✔️ @StockNovice
https://t.co/UXk4nbRH0D

✔️ @InvestmentTalkk
https://t.co/mM2f1rZNLx

✔️ @MazwoodCap
https://t.co/nJkHFVSrtq

✔️ @packyM
https://t.co/ezXi2S7IEm
Very resourceful folks from their work on/off Twitter👏

@DavidGFool @TMFJMo @TMFStoffel @danielsparks @dannyvena @aaronbush100

@saxena_puru @dmuthuk @Gautam__Baid @dhaval_kotecha @SagaPartners @FocusedCompound @LiviamCapital @bluff_capital @Post_Market @BluegrassCap
Podcasts 🎙️ ⬇️

https://t.co/bkLk58VBy1
Of course it's impossible to read every update on so many different websites/blogs, but checking out some of these every week and then rotating your reading/listening should make you a more balanced and well-informed investor.

A big Thank you🙏 to all those authors.
Overall, this is a golden time (and only improving) for quality online resources for learning Investing (or any other topic for that matter).

All one needs to do is explore, select, filter and then focus.

Good Luck. 👍

More from Ram Bhupatiraju

Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
"6 Rules From 6 of the World's Top Investors" - Nice article with some good lessons for long-term investors.

1⃣ Let Winners Run
2⃣ Do the Research
3⃣ Have Conviction
4⃣ Patience Is Key
5⃣ Be Wary (of random advice)
6⃣ Look

1⃣ Let Winners Run : "Be patient with winning trades; be enormously impatient with losing trades."

Although this is in reference to trading, it applies well to long-term investors also. Be patient and don't take quick/small gains when you're invested in wonderful companies..

..acquired at decent prices with lot of growth ahead.

At the same time, if the thesis is broken and you no longer believe in the Company which has been a loser in your Portfolio, don't stay invested with a hope of coming out even.

2⃣ Do the Research : "First, look at the quality of the company, then at the price. Looking at the quality of a company requires that you read financial statements, listen to conference calls, and vet management.

Then, only after you have confidence in the quality of the company, should the price be evaluated.

If a company isn't a quality company, don't buy it just because the price is low. Bargain-bin companies often produce bargain-bin results."
ALL
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Excellent compilation of Forbes articles on Warren Buffet from 1969 to 2000s. h/t @valuewalk 👏

@dmuthuk @Gautam__Baid

https://t.co/V7uTYjwSrn


Reading articles from the actual period (instead of books written after he was already widely famous) provides more interesting details on how his investing process evolved over the decades..

->Pure Balancesheet & Valuation based investing(50s/60s)

-> Purchases based on Intangibles/Brands & Moats (70s)

-> Convertible Stocks (80s)

-> Acquiring overall Companies (90s onwards)....

Few interesting quotes from the document.

“Investment is most intelligent when it is most business-like”—in other words, not swayed by emotions, hopes, fads.

“I think of it in terms of buying a whole company just as if I were buying the store down the street. If I were buying the store, I’d want to know all about it."
TRADING
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Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
The "Financial Terms Dictionary" on @Investopedia is such a great resource to learn or quickly re-check major Financial terms and concepts. One of the most useful investing bookmark pages. 👏

cc: @dmuthuk @Gautam__Baid

Few samples

✔️Business Cycle
https://t.co/E4Ukh94yi3

✔️Business Model
https://t.co/zCe1CIfMCA

✔️Economic

✔️Real Estate Investment Trust (REITs)
https://t.co/yMXlps6rtz

✔️Master Limited Partnership (MLPs)
https://t.co/M3mD37H8x4

✔️Venture

✔️Accounting Equation
https://t.co/Oix0I3wA5j

✔️Quality of
ALL
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Phenomenal book summaries of "The Best Investment Books Ever". h/t @Investbythebook 👏👏

cc: @dmuthuk @Gautam__Baid

I would add
@chriswmayer's 100 Baggers,
@Gautam__Baid's The Joys of Compounding and @morganhousel's The Psychology of Money
and this list would be near perfect.


Few of my favs from the list

✅Classics

✔️Common Stocks Uncommon Profits by Philip Fisher
https://t.co/E937mMZ5gH

✔️One Up On Wall Street by Peter Lynch
https://t.co/KwFObdEDvX

✔️The Intelligent Investor by Benjamin

✔️The Most Important Thing by Howard Marks
https://t.co/NSMlErGnxM

✔️The Essays of Warren Buffett by Lawrence Cunningham
https://t.co/IAdVxIn54d

✔️Poor Charlies Almanack by Charlie Munger
https://t.co/NPIXqociQQ

✔️Margin of Safety by Seth

✅Psychology

✔️Reminiscences of a Stock Operator by Edwin Lefèvre
https://t.co/RxOo45NZor

✔️The Crowd by Gustave Le Bon
https://t.co/paZKS8pQYr

✔️Thinking fast and slow by Daniel
ALL
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
One of the best Investing blogs I recently came across. h/t @StableBread 👏

Five of my fav articles⬇️

@dmuthuk @saxena_puru @Gautam__Baid

1⃣On Moats
Network Effect
Intangible Assets
Switching Cost
Economies of Scale
Low Cost Provider
Toll
Cultural

2⃣Crucial Investment Principles You Need to Have
Capital Appreciation
Buy Low, Hold, Sell High
Recognize/Avoid Spec Bubbles
Ignore Noise
Stock Market=Pendulum
Diversify Your investments. Don't overdo it.
DCA
Understand Share Price Value
LT Tax

3⃣How to Read and Analyze Any 10-K Annual Report

Business Summary
Risk Factors
Selected Financial Data
Management's Discussion and Analysis
Financial Statements and Supplementary Data
Notes to Consolidated Financial

4⃣The Beginner's Guide to Dividend Investing

Dividend Yield
Dividend Growth Rate
Dividend Payout Ratio
Ability to Pay Back Debt
Net Debt to EBITDA Ratio
Return on Equity
Credit

5⃣How to Calculate the Intrinsic Value of a Company Like Warren Buffett

Owners Earnings
Growth Rate
Discount Rate
Calculate Intrinsic Value
Scenario Analysis
Margin of
ALL

More from Machine learning

Pratham Prasoon
Pratham Prasoon
@PrasoonPratham
Everything you need to know about the math for machine learning as a beginner.

🧵👇

Before diving into the math, I suggest first having solid programming skills.

For example👇

(2 / 17)

In Python, these are the concepts which you must know:

- Object oriented programming in Python : Classes, Objects, Methods
- List slicing
- String formatting
- Dictionaries & Tuples
- Basic terminal commands
- Exception handling

(3 / 17)

If you want to learn python, these courses are freecodecamp could be of help to you.

🔗Basics: youtube .com/watch?v=rfscVS0vtbw
🔗Intermediate :youtube .com/watch?v=HGOBQPFzWKo

(4 / 17)


You need to have really strong fundamentals in programming, because machine learning involves a lot of it.

It is 100% compulsory.

(5 / 17)
MACHINE LEARNING
Anson Horton
Anson Horton
@AnsonHorton
1/ It's probably not the first thing you think of, but when we started .NET (COM+) in the late 90s, C# didn't exist yet. We were working on it at the same time as the CLR and the framework. So, you might wonder, what language was being used to generate IL and write the BCL?

2/ The answer is a language that we called SMC that Peter Kukol wrote the compiler for. Peter is a flat out amazing engineer and wrote the core parts of the compiler in just a few days. This unblocked the framework team, allowed vetting the runtime and interpreter, etc.

3/ SMC was a trimmed down C++ variant and the compiler was written in itself (i.e. SMC). It didn't support things like destructors, multiple inheritance, virtual base classes, etc. But, overall it enabled progress that would have otherwise been stalled.

4/ It did introduce a problem for the C# language and compiler team though. Every day more and more code was written in SMC, a language that we did not intend to ship externally. Designing a new language is hard (well, at least, a general purpose one that becomes popular).

5/ So there was a constant balancing act between laying enough of the foundation of the language and the C# compiler to replace SMC and making sure that the design lived up to the goals and ideals the team was striving for. If we waited too long to adopt C#,
MACHINE LEARNING
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Kieran Snyder
Kieran Snyder
@KieranSnyder
1 There's a chasm between an NLP technology that works well in the research lab and something that works for applications that real people use. This was eye-opening when I started my career, and every time I talk to an NLP engineer at @textio, it continues to strike me even now.

2 Research conditions are theoretical and/or idealized. A huge problem for so-called NLP or AI startups with highly credentialed academic founders is that they bring limited knowledge of what it takes to build real products outside the lab.

3 A product is ultimately a thing that people pay for - not just cool technology or user experience. But I’m not even talking about knowledge gaps in go-to-market work. I'm talking purely technical gaps: how you go from science project to performant + delightful user experience.

4 Most commoditized NLP packages solve well-understood problems in standard ways that sacrifice either precision or performance. In a research lab, this is not usually a hard trade-off; in general, no one is using what you make, so performance is less important than precision.

5 In software, when you’re making something for real people to use, these tradeoffs are a big deal. Especially if you’re asking those people to pay for what you’ve made (can’t get away from that pesky GTM thinking). They expect quality, which includes precision AND performance.
MACHINE LEARNING
Pratham Prasoon
Pratham Prasoon
@PrasoonPratham
Are you planning to learn Python for machine learning this year?

Here's everything you need to get started.
🧵👇

In this thread, we'll look at all the concepts in Python you need to know for machine learning along with free resources to help you out.

All of this is based on my experience of successfully teaching 300+ students how to code using Python.

(2 / 19

You can use many languages for machine learning, why Python?

Because of 2 reasons:
- Comparatively easier to learn than other languages
- Has the biggest and most mature community

This makes Python a no-brainer to learn for machine learning as a beginner.

(3 / 19)

These are the absolute basics which you must know about:

- Basic terminal commands
- Basic arithmetic (+,-,/,*)
- Accepting user input
- For & While loops
- Exception handling
- If-Else statements
- Functions, modules & Imports

(4 / 19)

Then comes the more tougher concepts which you must know about:

- Object oriented programming in Python:Classes, Objects, Methods
- PIP (Pypi)
- List slicing
- String formatting
- Dictionaries & Tuples
- Managing environments
- Dunder methods like __init__

(5 / 19)
MACHINE LEARNING , ALL , PYTHON STUDY
Quant@Python
Quant@Python
@BeingHorizontal
Thread for beginners; How to learn machine learning.

Let’s start with something really simple and useful not just for Machine Learning.

Start with a Python library called pandas. It’s a huge library but it's mostly fun for traders because it's kind of rewarding to learn each function and how it gonna affect the way you handle the financial data.

Then learn some basic stuff about Python library called NumPy. Pandas is built on NumPy. Numpy is huge, you just need to understand some basic NumPy functions like NumPy shapes and NumPy arrays

If you understand pandas then you will understand NumPy arrays and shapes easily. Side note: Numpy shapes gonna play an important part in the deep learning model called LSTM - mainly used for time-series analysis(such as financial data) and Natural Language Processing (NLP)
MACHINE LEARNING

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MDZS is laden with buddhist references. As a South Asian person, and history buff, it is so interesting to see how Buddhism, which originated from India, migrated, flourished & changed in the context of China. Here's some research (🙏🏼 @starkjeon for CN insight + citations)

1. LWJ’s sword Bichen ‘is likely an abbreviation for the term 躲避红尘 (duǒ bì hóng chén), which can be translated as such: 躲避: shunning or hiding away from 红尘 (worldly affairs; which is a buddhist teaching.) (https://t.co/zF65W3roJe) (abbrev. TWX)

2. Sandu (三 毒), Jiang Cheng’s sword, refers to the three poisons (triviṣa) in Buddhism; desire (kāma-taṇhā), delusion (bhava-taṇhā) and hatred (vibhava-taṇhā).

These 3 poisons represent the roots of craving (tanha) and are the cause of Dukkha (suffering, pain) and thus result in rebirth.

Interesting that MXTX used this name for one of the characters who suffers, arguably, the worst of these three emotions.

3. The Qian kun purse “乾坤袋 (qián kūn dài) – can be called “Heaven and Earth” Pouch. In Buddhism, Maitreya (मैत्रेय) owns this to store items. It was believed that there was a mythical space inside the bag that could absorb the world.” (TWX)
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1. This is "Hollie The Card".

She's a Doctor, Physician, PhD, MA, Clinical Psychologist, Hospital Consultant, PTSD consultant, Long Covid Consultant.

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3. A Hospital Consultant and ex Gymnast.

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4. A Physician, Doctor, or hospital consultant.

A “Hospital Consultant”, would probably mean a senior doctor, in the UK at least.


5. Hollie changes her Twitter picture and bio so often, it’s hard to keep up with her qualifications.
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1/OK, I should really write another thread about university-centric regional development, because I think people often make some (very understandable) mistakes when thinking about this issue.

2/The biggest myth, I think, is that universities help regions by educating locals as undergraduates.

Skeptics of universities say: "But most of the people who graduate end up leaving."

3/In fact, most of what a university does for a regional economy is NOT about educating local kids.

Educating local kids is good for the nation, but doesn't help a region much.

The way a university helps a region is through

4/Undergraduates usually leave town after graduation.

But university RESEARCH pulls in OTHER smart people from other regions, and they stay there.

Here's a paper showing that this is the main way universities increase a region's human capital:

5/Research also pulls in business investment.

Companies want to partner with university labs, so they can commercialize the technologies the labs produce. So they invest in the labs, and sometimes they even put their offices in the town.
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SRI BANKEY BIHARI JI, VRINDAVAN (UP)

Very famous Krishna Mandir where Bankey Bihari Ji is worshipped and looked after as a child.
Bankey means “Bent at three places”.
Thakur Ji was worshipped in Nidhivan till 1863. This mandir was constructed in 1864 by Goswamis.
@LostTemple7


Legend says that Swami Haridas used to worship Krishna in Nidhivan.
Once, his curious disciples entered the forest but they were almost blinded by bright, intense light. Upon knowing this, Swamiji himself went there and after his requests, Krishna appeared with his consort.


Krishna, then, left back this black charming murti,which we see now, before disappearing.
A curtain is drawn before the murti after every 15-30 second. It is said that if one stares long enough into the eyes of Shri Banke Bihari, the person would lose his self consciousness.


Bankey Bihari Ji sports a flute only once a year on the eve of Sharad Purnima.
Darshan of His lotus feet can be done only on Akshay Tritiya every year.
There are no loud bells here and
no early morning Darshan can be done so that child Krishna’s sleep is not disturbed.
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THE STRUCTURE, IMPORTANCE AND ADVANTAGES OF VISHNU PURAN.

Vishnu puran has twenty three thousand shlokas. It has the power to destroy all your sins. In its first part it contains the dialogue between Parashar rishi and Maitrey rishi.


The main topics discussed here are Aadikaraan sarg, origin of devtas, Samudra manthan, the vansh of Daksh, stories of Dhruv and Pruthu, Prachetas analysis, Prahlads story, the distribution of different powers to the various sections of society.

The second part consists of description of Priyavrat vansh, description of Dweeps, Varsh, Swarg, Narak, description of various planet movements, Bharat charitra, Muktimarg and dialogue between Nidhag and Ribhu.
Next is the description of Manvantars, avtaar of Vedvyas,

and ways to get freedom from Narak. Then we find a dialogue between Sagar & Aurva rishi, structure of Dharma, Shradh Kalp,Varnashram dharma, good behavior and story of Maya & Moha.

In the 4th part we find the description of Chandra vansh along with the description of its rulers.

Next are the questions regarding Krishnavtar, Gokul, the slaying of Putna, atrocities of demon Aghasur, Killing of Kansa, leela in Mathura, demons slayed by Krishna in order to ease the load of Prithvi, Krisha's marriages and sermon by Ashtavakra.
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