BC DS

Sahil Sharma
@sahil_vi 4 years, 2 months ago 505 views

Yup, autocorrect. 😅

More from Sahil Sharma

🧵🧵🧵🧵 👇

Artificial Inteligence = 🖥️ + 🧠

When can you expect your fridge & mobile phone to revolt against you? (Spoiler Alert: Not in the foreseeable future).

Please Do 're-tweet' the Thread & help me spread the knowledge to more people.

1. The Language
In order to understand Artificial intelligence, machine learning, deep learning, we need to start at the very basics.

Humans speak and understand a wide variety of 'natural' languages (this is what computer science community calls them): like English, Hindi, Marathi, Bengali, Tamil etc.

But have you seen a peculiarity of human languages? They do not have a precise meaning associated with a given sentence. On an average, every English word has 2 meanings. This makes human conversations confusing, with the need for multiple turns & clarifications. Example 👇:

Person 1 conversing with Person 2 face to face:

Person 1: Lets go watch The Dark Knight. Its our marriage anniversary!
Person 2: I dont like going out at night. Its too scary & depressing.
Person 1: Oh, what i meant was watching the movie "The dark Knight".

Sahil Sharma
@sahil_vi

Given the immense interest in this #investment #process thread about how to get investment ideas, thought of creating a logical follow-up 🧵

Given that I have an idea & some sense for valuation & growth, how do i construct a portfolio?

If you like the thread, plz RT.

A lot of people ask: how do you find companies to invest in? very good question.

How did you find RACL, Pix?

Creating this ad-hoc thread to share my process.

if you like it, please RT to benefit maximum investors. \U0001f64f
— Sahil Sharma (@sahil_vi) July 6, 2021

First thing worth mentioning is that I am only describing my own process. Others can follow a different process which could work for them.

Opposite of a good idea can also be a good idea

Before understanding the process itself, it is important to understand the problems the process is being designed to solve for. What are the key hurdles or troubles I have faced in designing my PF.

Hurdles
1. At any given point in time (in the past) i have only known deeply about 5% of the listed universe in India, or lower. When I say know deeply I mean read an annual report, an investor presentation, a concall, understood why the business is how it is.

2. I only started my corporate life 4 years ago, so my pf size is small compared to yearly savings. This means that I need to deploy large incremental capital every year at least for next few years. This cant be a buy & track pf, this is a keep buying & tracking for a few yrs pf

Sahil Sharma
@sahil_vi

This thread is to create awareness on how to use
https://t.co/3jeqlXO0QH

Please note that i am not officially associated with website. Only an active contributor & hope to benefit from network effects of interested investors actively contributing on platform.

https://t.co/64yVScplqi is above all else a community of like minded investors who wants to actively engage in understandin at a fundamental level & separate wheat from the chaff.

Develop an understanding of the biz, industry, competitive intensity, management, valuation

Website was created > 10 years ago. Early users are seasoned investors & i personally look to learn greatly by following their footprints across the website.

There are broadly speaking 4-5 types of "threads" or discussion places across the website.

1. Featured discussions (hall of fame, showcase discussions, learning).

These enable investor to level up the most. These discussions are a showcase for the website itself.
These are also a great starting point. Since VP is not a course, feel free to traverse them in any order

Sahil Sharma
@sahil_vi

One key learning from @VijayKedia1 Sir:

Many of the cos he invested in: vaibhav global, Tejas networks, sudarshan chemicals he was tracking for 4-5 years before he decided to invest. Wants to pull the trigger near the bottom of biz cycle

Patience

Sahil Sharma
@sahil_vi

Which cos according to you have highest probability of tripling revenue in next 4 years (~30% cagr)?

FY26 revenue is 3x FY22 revenue ?

My guess among cos I track: Sona comstar, saregama, mastek, dynemic products, sastasundar, angel one

I missed one: Mirza india aka red tape. :)

More from Ds

10-K Diver
@10kdiver

1/

Get a cup of coffee.

In this thread, I'll walk you through 2 probability concepts: Standard Deviation (SD) and Mean Absolute Deviation (MAD).

This will give you insight into Fat Tails -- which are super useful in investing and in many other fields.

2/

Recently, I watched 2 probability "mini-lectures" on YouTube by Nassim Taleb.

One ~10 min lecture covered SD and MAD. The other ~6 min lecture covered Fat Tails.

In these ~16 mins, @nntaleb shared so many useful nuggets that I had to write this thread to unpack them.

3/

For those curious, here are the YouTube links to the lectures:

SD and MAD (~10 min): https://t.co/0TwubymdE6

Fat Tails (~6 min):

4/

The first thing to understand is the concept of a Random Variable.

In essence, a Random Variable is a number that depends on a random event.

For example, when we roll a die, we get a Random Variable -- a number from the set {1, 2, 3, 4, 5, 6}.

5/

Every Random Variable has a Probability Distribution.

This tells us all the possible values the Random Variable can take, and their respective probabilities.

For example, when we roll a fair die, we get a Random Variable with this Probability Distribution:

Santiago
@svpino

10 machine learning questions you should be able to answer.

I started experimenting with a questionnaire before interviewing candidates. Applicants submit a video or written answers to apply for the position.

Thread: Let's look at 10 of these questions.

The questionnaire solves a couple of problems:

1. Weeds out candidates that aren't ready for the job.

2. It significantly cuts down the time we spend talking synchronously.

One problem: It requires extra time from the candidate before the phone interview.

Here are some numbers on a job posting before using the questionnaire:

• 249 applicants
• 13 good applications

That's only 5%.

This sucks.

Numbers after using the questionnaire:

• 44 applicants
• 21 good applications

That's 47%.

This is much better.

I look at it this way:

Sooner or later, I'll ask these questions, and the candidate will have to answer them.

I'd rather give them space and the opportunity to think about their answers without any pressure.

Those who can't or don't want to answer won't apply. That's fine.

Santiago
@svpino

Beginners guide to start with machine learning.

What you need:

1. A programming language
2. A place to write and run code
3. A way to deal with data
4. A way to visualize results
5. A cool algorithm
6. An introductory course
7. A project to solve

Here are my recommendations.

Most people recommend Python to start.

I do too.

You can do machine learning with many different languages, but today, Python is the best option.

My advice: Get comfortable writing code before looking into machine learning.

You don't have to be a great developer to start.

But if you are, it helps.

Everything you know about building software is helpful to build machine learning systems.

Good developers have the odds in their favor.

"How much Python do I need to know before starting?"

If you ask, you aren't ready yet.

Ideal scenario: You should be comfortable building software. Most people get here within a year.

Let's move on to the 2nd item from the list: A place to write and run your code.

Get familiar with Google Colab.

• It's free.
• Requires no setup to start.
• It's available from anywhere.

Alternative: Kaggle.

Santiago
@svpino

The two main machine learning techniques used in the industry today:

1. Gradient Boosted Trees
2. Deep Learning

Focus your time learning Scikit-Learn, XGBoost, and a Deep Learning library like Keras or PyTorch and you'll get the most for your time.

If you need to deal with structured data: Scikit-Learn + XGBoost.

If you need to deal with unstructured data (perceptual tasks): Keras or PyTorch.

Of course, there are many more techniques that will be helpful, but if you focus on these you'll be maximizing your ability to deliver value in the short term.

Sahil Sharma
@sahil_vi

Mueller's officially end his investigation all on his own and he's gonna say he found no evidence of Trump campaign/Russian collusion during the 2016 election.

Democrats & DNC Media are going to LITERALLY have nothing coherent to say in response to that.

Mueller's team was 100% partisan.

That's why it's brilliant. NOBODY will be able to claim this team of partisan Democrats didn't go the EXTRA 20 MILES looking for ANY evidence they could find of Trump campaign/Russian collusion during the 2016 election

They looked high.

They looked low.

They looked underneath every rock, behind every tree, into every bush.

And they found...NOTHING.

Those saying Mueller will file obstruction charges against Trump: laughable.

What documents did Trump tell the Mueller team it couldn't have? What witnesses were withheld and never interviewed?

THERE WEREN'T ANY.

Mueller got full 100% cooperation as the record will show.

$Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193$

Billy Bostickson 🏴👁&👁 ...
@BillyBostickson

Tip from the Monkey
Pangolins, September 2019 and PLA are the key to this mystery
Stay Tuned!

1. Yang

Meet Yang Ruifu, CCP's biological weapons expert https://t.co/JjB9TLEO95 via @Gnews202064
Interesting expose of China's top bioweapons expert who oversaw fake pangolin research
Paper 1: https://t.co/TrXESKLYmJ
Paper 2:https://t.co/9LSJTNCn3l
Pangolinhttps://t.co/2FUAzWyOcv pic.twitter.com/I2QMXgnkBJ
— Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193 (@BillyBostickson) October 11, 2020

2. A jacobin capuchin dangling a flagellin pangolin on a javelin while playing a mandolin and strangling a mannequin on a paladin's palanquin, said Saladin
More to come tomorrow!

3. Yigang Tong
https://t.co/CYtqYorhzH
Archived: https://t.co/ncz5ruwE2W

4. YT Interview
Some bats & pangolins carry viruses related with SARS-CoV-2, found in SE Asia and in Yunnan, & the pangolins carrying SARS-CoV-2 related viruses were smuggled from SE Asia, so there is a possibility that SARS-CoV-2 were coming from

$Marc K\xf6hlbrugge$

Marc Köhlbrugge
@marckohlbrugge

💬 I often get Q’s like these:

How did you get your first customers for WIP? How did you grow BetaList’s traffic? Etc.

Makers are looking to reverse-engineer success. I see it everywhere.

I don’t think it works that way and the answers to those questions are mostly useless. 💥

I have built dozens of different products over the last couple of years. The vast majority failed. 😭

Surely if I know the answers to these questions, but still fail over and over again, these answers aren’t that useful. 🤷‍♀️

So what’s a better question to ask? 🤔

99.9% of the questions I receive are about the products that did well. In a way that makes sense, because we quickly forget about those that didn’t succeed.

🧠 This is known as survivorship bias.

Focusing on what survived, while ignoring what made it survive in the first place.

The real question, what you really want to know, is this:

What makes @WIP, @BetaList, and to some extent @AllStartupJobs succeed where my countless other attempts failed?

What separates a failed product 👎 from a successful product 👍?

Honestly, I don’t know. I wish I did.

It’s like Steve Jobs said “I’ll know it when I see it.” 👀

Same is true when we make products. We don’t know upfront what will work. But once we see an inkling of a product that does have potential, it’s not that hard to spot.

Jaya_Upadhyaya
@Jayalko1

SRI KUMARIAMMAN, KANYAKUMARI (TN)
#bharatmandir #navratri2021

Created by Maharshi Parasurama and also one among the 108 Shakthi Peethas in the world. The name Kanyakumari stands for Kanya(Virgin) and Kumari(girl).
Devi took this form to vanquish the demon Banasura
@GunduHuDuGa

Once, Banasura(grand son of Mahabali) obtained a boon from Shiva that he could be vanquished only by a virgin.
So, Devi took the form of a kumari and started meditating with the desire to marry Shiva at Suchindram.
Pleased Shiva fixed the midnight hour for marriage with Devi.

Devarshi Narada knew that the marriage would end the chance of killing Banasura. So, he assumed the form of a cock and crowed. Shiva returned back to Suchindram thinking that it was dawn.
Angered, Devi cursed that all food and articles meant for wedding turn into sand and shells

When Banasura heard about Devi’s beauty, he tried to take her by force. Devi, then, killed him and granted the wish of Devas to remain there always protecting them.
The murti of Devi stands with a rosary in hand. Her diamond nose-ring is said to be visible even from the sea.

Once an ancient mariner mistook it for a lighthouse and sailing towards it, his ship wrecked upon the Kanya Kumari rocks. In order to prevent such a tragedy from happening again, the eastern door of the shrine is opened only on five special occasions throughout the year.

History Of Rajputana
@KshatriyaItihas

**Thread on Bravery of Sikhs**
(I am forced to do this due to continuous hounding of Sikh Extremists since yesterday)

Rani Jindan Kaur, wife of Maharaja Ranjit Singh had illegitimate relations with Lal Singh (PM of Ranjit Singh). Along with Lal Singh, she attacked Jammu, burnt - https://t.co/EfjAq59AyI

Tomorrow again same thing happens bcoz fudus like you are creating a narrative oh Khalistan. when farmers are asking MSP. (RSS ki tatti khane wale Kerni sena ke kutte).
U kill sikhs in 1984 just politics. To BC low IQ fudu Saale entire history was politics.
— Ancient Economist (@_stock_tips) December 5, 2020

Hindu villages of Jasrota, caused rebellion in Jammu, attacked Kishtwar.

Ancestors of Raja Ranjit Singh, The Sansi Tribe used to give daughters as concubines to Jahangir.

The Ludhiana Political Agency (Later NW Fronties Prov) was formed by less than 4000 British soldiers who advanced from Delhi and reached Ludhiana, receiving submissions of all sikh chiefs along the way. The submission of the troops of Raja of Lahore (Ranjit Singh) at Ambala.

Dabistan a contemporary book on Sikh History tells us that Guru Hargobind broke Naina devi Idol Same source describes Guru Hargobind serving a eunuch
YarKhan. (ref was proudly shared by a sikh on twitter)
Gobind Singh followed Bahadur Shah to Deccan to fight for him.

In Zafarnama, Guru Gobind Singh states that the reason he was in conflict with the Hill Rajas was that while they were worshiping idols, while he was an idol-breaker.

And idiot Hindus place him along Maharana, Prithviraj and Shivaji as saviours of Dharma.

Yup, autocorrect. 😅

More from Sahil Sharma

More from Ds

You May Also Like