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
Phenomenal compilation of summaries of🔟important Business/Finance/Investing books. h/t @EdelweissFin 👏
An excellent weekend read.👍

cc: @dmuthuk @Gautam__Baid @saxena_puru

https://t.co/Nl4eWteJKK


Snapshots of the Key Takeaways of the books discussed.

1⃣ "A Piece of the Action" is an excellent book to understand the Finance Industry evolution in the US.

2⃣ The obvious classic "The Intelligent Investor".


3⃣ Ray Dalio's "Principles"

4⃣ Howard Marks' "The Most Important Thing"


5⃣ "Thinking Fast and Slow" is a good book on Behavioral Finance.

6⃣ Another obvious classic "One Up on Wall Street"

7⃣ "The Little Book of Behavioral Investing" is another good behavioral finance book.


8⃣ "The Black Swan" by Taleb. A very important book about unpredictability and cautioning against over-relying on Models/predictions.

9⃣ "The Millionaire Next Door". I haven't read it, but hear it's a good personal Finance book.

🔟"Nudge" about improving decision making.
ALL
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Sharing the latest holdings and some random thoughts.

@FromValue @dhaval_kotecha @SeifelCapital @saxena_puru @BahamaBen9 @richard_chu97 @TMFJMo @7Innovator @investing_city @SagaPartners @adventuresinfi


Individual Investing is a very personal journey where we need to match our strengths and strategies to our goals, while ignoring all the noise but also constantly learning and improving our process.

W/O understanding the other person's situation, interests, competency etc we shouldn't quickly offer unsolicited advice that they should be doing this or that with their portfolio.

Like "Why don't you just own ARK funds instead of holding so many SaaS stocks"? Maybe that's because I like searching for and studying solid companies from different sectors in my own free time, and buy each one after personally understanding them...

...and buy them at my own timeframe slowly over the years. As long as the med-long term Portfolio results are better than the indexes and comparable ETFs, that's a worth-wile endeavor.
ALL
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Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
"Poor Charlie’s Almanack" about Charlie Munger is a phenomenal book that should be read by all investors at least once. Excellent summary of that book by @allenxcheng👏

cc: @dmuthuk @Gautam__Baid

Thread below with my fav

Topics in the article ⬇️


Key points ⬇️


Mental Models suggested ⬇️


On Constant learning ⬇️
ALL
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Excellent collection of articles related to Financial Statement Analysis and related topics, on Harvard Business School Online blog. h/t @online_HBS 👏

✔️The Beginner's Guide to Reading & Understanding Financial

How to Read & Understand

✔️Income Statement
https://t.co/sx2QP2kDvx

✔️Balance Sheet
https://t.co/xK5r04EmPT

✔️Cash Flow

✔️GAAP vs. IFRS : What are the Key Differences?
https://t.co/9vqtZVmOys

✔️20 Financial Terms to

✔️How to quickly & effectively read an Annual Report
https://t.co/6vNPoHY3yi

✔️Cash Flow vs Profit : What's the

✔️How to Value a Company : 6 Methods &
ALL
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
"4 Simple Rules To Protect Your Portfolio From Yourself" h/t @EconomyApp 👏👏

Excellent article for the current environment (with big drawdowns in many high growth including some quality Co.'s)

My fav parts from the article in the thread below.

"The real threat to your portfolio is not volatility. It's your ability to cope with it. As a result, your portfolio doesn't need to be protected from volatility. It needs to be protected from yourself." 👏

"Volatility refers to how dramatically the price of an investment may change. On the other hand, risk refers to the probability that an investment will underperform the market or result in a permanent loss of capital."

"In short, a stock that sees very large swings in its price over time may be a less risky investment than one that barely moves. The true risk over a long timeframe depends on the underlying business more than the sheer volatility of its share price."

"How much volatility can I tolerate?"

That's the key question that we all need to answer, but it might be the wrong way to tackle the question of temperament.
ALL

More from Machine learning

Santiago
Santiago
@svpino
For a long time, I didn't understand how to use Virtual Environments in Python 🐍.

If this is just, let's end it here and now: 🧵👇

[2] Virtual Environments let you deal with the dependencies that your code has with external Python libraries.

It avoids having conflicts when your projects depend on different versions of the same library.

👇

[3] Let's imagine that you are building your first Python project and you install the "requests" library:

pip install requests

You get version 2.24.0 installed in your system.

👇

[4] A month later, you decide to work on your second project. It also needs the "requests" library.

But the latest version is not 2.24.0 anymore.

Now version 3 is available, and that's the one you want to use!

👇

[5] You could upgrade your entire system to version 3, but then you'll be potentially breaking the first project you built that depends on 2.24.0!

Can you imagine this happening on a server with many more applications running?

👇
MACHINE LEARNING
Pratham Prasoon
Pratham Prasoon
@PrasoonPratham
Do you want to learn the maths for machine learning but don't know where to start?

This thread is for you.
🧵👇

The guide that you will see below is based on resources that I came across, and some of my experiences over the past 2 years or so.

I use these resources and they will (hopefully) help you in understanding the theoretical aspects of machine learning very well.

Before diving into maths, I suggest first having solid programming skills in Python.

Read this thread for more


These are topics of math you'll have to focus on for machine learning👇

- Trigonometry & Algebra

These are the main pre-requisites for other topics on this list.

(There are other pre-requites but these are the most common)

- Linear Algebra

To manipulate and represent data.

- Calculus

To train and optimize your machine learning model, this is very important.
MACHINE LEARNING
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Prashant \U0001f4da
Prashant 📚
@capeandcode
Ever heard of Autoencoders?

The first time I saw a Neural Network with more output neurons than in the hidden layers, I couldn't figure how it would work?!

#DeepLearning #MachineLearning
Here's a little something about them: 🧵👇


Autoencoders are unsupervised neural networks whose architecture you can picture as two funnels connect from the narrow ends.

These networks are primary focus for compression tasks of data in Machine Learning.

We feed them the data so that they can learn the most important features, a smaller representation while keep the integrity of the data.

Later when someone needs, can just take that small representation and recreate the original, just like a zip file.📥

Being unsupervised, they require no labels.
Our inputs and outputs are same and a simple euclidean distance can be used as a loss function for measuring the reconstruction.

Of course, we wouldn't expect a perfect reconstruction.

We can think of an autoencoder having two components, encoder and decoder, represented by the below equations:

We are just trying to minimize the L here. All the backpropagation rules still hold.
MACHINE LEARNING
Unknown \U0001f464
Unknown 👤
@console_404
10 PYTHON 🐍 libraries for machine learning.

Retweets are appreciated.
[ Thread ]


1. NumPy (Numerical Python)

- The most powerful feature of NumPy is the n-dimensional array.

- It contains basic linear algebra functions, Fourier transforms, and tools for integration with other low-level languages.

Ref: https://t.co/XY13ILXwSN


2. SciPy (Scientific Python)

- SciPy is built on NumPy.

- It is one of the most useful libraries for a variety of high-level science and engineering modules like discrete Fourier transform, Linear Algebra, Optimization, and Sparse matrices.

Ref: https://t.co/ALTFqM2VUo


3. Matplotlib

- Matplotlib is a comprehensive library for creating static, animated, and interactive visualizations in Python.

- You can also use Latex commands to add math to your plot.

- Matplotlib makes hard things possible.

Ref: https://t.co/zodOo2WzGx


4. Pandas

- Pandas is for structured data operations and manipulations.

- It is extensively used for data munging and preparation.

- Pandas were added relatively recently to Python and have been instrumental in boosting Python’s usage.

Ref: https://t.co/IFzikVHht4
MACHINE LEARNING
Pratham Prasoon \U0001f680
Pratham Prasoon 🚀...
@PrasoonPratham
Here's how I got started with my first machine learning project and you can too.
Let's take a look.

(This thread will take from zero to being a hero in machine learning, trust me)

(1 / 22)
🧵👇


Getting started with your first machine learning project might actually much easier than it seems, if I can do it, certainly anyone can.

I did not use:
- Any Math
- An expensive computer
- Complex programming concepts

(2 / 22)

Here's what I did use:

- A free GPU on Google Colab
- Python
- TensorFlow
- Numpy
- Pandas
- Kaggle
- Scikit-Learn
- Google
- StackOverFlow

(3 / 22)

This project was actually a Kaggle challenge based on the MNIST dataset which is a collection images of 70,000 hand written digits.

You can find the dataset here👇
🔗//kaggle.com/c/digit-recognizer

(4 / 22)


Before we go over the code of this project, it is highly reccomended that you complete this free course on YouTube👇

Machine Learning foundations course
🔗//youtu.be/_Z9TRANg4c0

Code👇
🔗//colab.research.google.com/github/PrasoonPratham/Kaggle/blob/main/MNIST.ipynb

(5 / 22)
MACHINE LEARNING

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নিবেদিতা...
@NiveditaNarayan
Remembering the Bengali scientist Dr Subhash Mukhopadhyay- the Pioneer of IVF in India, the creator of India's first and world's second child using IVF on his birth anniversary. The Father of IVF in India who was rewarded with suicide was born on 16.01.1931in Hazaribagh.
#Thread


Dr. Subhash was the son of a doctor and studied at the National Medical College in Kolkata after completing his schooling. Fascinated by innovations in gynaecological surgery from his early days as a medical student, he completed his PhD in reproductive physiology +


from the University of Calcutta before going to the Edinburgh University in UK for a PhD in reproductive endocrinology. On his return to India in 1978, he started researching ovulation and spermatogenesis. Soon after, he teamed up with Sunit Mukherji, a cryobiologist +


and Saroj Kanti Bhattacharya, a gynaecologist, to work on a method of in-vitro fertilization for a patient (Bela Agarwal) with damaged fallopian tubes. +


Mukhopadhyay with a double PhDstarted work on IVF techniques in the mid 60s and created history by becoming the first physician in India and second in the world after British physicians Robert Edwards and Patrick Steptoe) to perform the In-vitro fertilisation. +
INDIA
Anu Satheesh \U0001f1ee\U0001f1f3
Anu Satheesh 🇮🇳...
@AnuSatheesh5
Samayapuram Mariamman Temple
#Trichy
#Tamilnadutemples 🚩

Samayapuram Mariamman Temple is located in Samayapuram of
 Tiruchirappalli district.  Mariyamman here is worshipped as Samayapurathal a form of Parashakti.
Amman vigraham here is made of sand and clay so


no abhishekam done to the main vigraham. Samayapuram Mariamman Temple is one of the famous Shakthi Sthal of Tamilnadu.

Story says that paramashiva created Kali, out of the poison that he drank during samudra mathanam.  As Devi originated from the Kaalakoota/ halahala poison,


thus the name Kaali. Mariamman is believed to be a form of Kaali, and is also known as Mahamayi. It is also believed that Maharaja Dasharatha offered his prayers here.

Mariamman is Parashakti herself who blesses with prosperity and she is believed to cure all diseases.


Paramashiva, Mahavishnu and Brahma Deva are believed to have taken blessings of Mariamman here.

Om Shakti Para Shakti
🙏🕉🙏
ALL
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foone
foone
@Foone
I got a Toshiba T1200, which has a bad screen, and a dead CMOS battery, and I thought the hard drive was broken too...


but I rebooted it and heard a KTHUNK and a really loud spin-up noise and holy shit, the hard drive works!


and it still has files on it. the newest date is January 1994.


It's a 21mb hard drive, with ~37k of bad sectors.

This fucker is never going to spin up again, so I better go find some serial cables and copy shit off now.


The backlight is fucked so I'm shining a flashlight on it.
without it, it looks like this.
TECH
Jeet Heer
Jeet Heer
@HeerJeet
1. Now that Stan Lee is being eulogized far and wide, it's important to remember how marginal Stan Lee and his collaborators (Jack Kirby and Steve Ditko) were in the 1950s and 1960s.

2. Marvel Comics (before that Atlas) was just a cog in the machine of a bottom pulp publisher run by Martin Goodman, the husband of one of Lee's cousins. It was the lowest of the low in the publishing world.

3. Now Mario Puzo (not yet the author of the Godfather) shared offices with Stan Lee in the 1950s and 1960s. Puzo wrote for garrish men's adventure magazines and, like Lee, dreamed of writing a novel & breaking out. But Puzo looked down on Lee.

4. Flo Steinberg, 1960s secretary at Marvel: "They were always making jokes about us. They'd come in and giggle. mario Puzo would look in and would see us all working on his way to the office and say, 'Work faster, little elves. Christmas is coming.'"

5. When JFK was killed, the whole office of Magazine Management was stunned and quiet. Except Lee. He continued working. "He was still working on the comic books," Puzo said. "Like that was the most important thing in the world."
CULTURE
Kaspars Ozolins
Kaspars Ozolins
@lettlander
THREAD: Meditations on marriage metaphors in Ruth

The book of Ruth is, of course, a story about a beautiful marriage. But even before the courtship and the wedding and the important genealogy at the end, we find interesting language that is strikingly reminiscent of Genesis 2:24


That important verse reads:

'Therefore a man shall leave [יַֽעֲזָב] his father and his mother and hold fast [וְדָבַ֣ק] to his wife, and they shall become one flesh.'

The verb עזב can be quite strong in force. For example, Joseph leaves behind [וַיַּעֲזֹ֤ב] his garment as he flees from Pharaoh's wife's sexual advances. Countless times, Israel is depicted abandoning the LORD, for example in Judg 2:12 [וַיַּעַזְב֞וּ], and going after other gods.

Likewise, the verb דבק is rather striking. Lot is mortified of disaster overtaking him [תִּדְבָּקַ֥נִי] as he flees from Sodom. Israel is commanded in Deut 10:20 to cling fast [תִדְבָּ֔ק] to the LORD and serve him and swear by his name.

Together they illustrate how radical God designed marriage to be. Marriage is a real severing of family relations in order to form a new, permanent bond with another human being.

Something very similar to this takes places in Ruth's life.
HISTORY