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
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
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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 &
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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.
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Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
"The Intelligent Investor" is a fantastic book for learning about Investor & Market psychology.

Great compilation of quotes from the book. h/t @KenFaulkenberry

cc: @dmuthuk @Gautam__Baid @saxena_puru

Use this great book for those timeless principles, not for the hard & fast rules and quantitative stuff that used to work 70 yrs ago.

My fav quotes in the thread below, categorized into few sections.👇👇

✔️Discipline

Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.

The sillier the market’s behavior, the greater the opportunity for the business like investor.

By developing your discipline and courage, you can refuse to let other people’s mood swings govern your financial destiny. In the end, how your investments behave is much less important than how you behave.

The investor’s chief problem – and even his worst enemy – is likely to be himself.

Even the intelligent investor is likely to need considerable will power to keep from following the crowd.
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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
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More from Machine learning

Pratham Prasoon
Pratham Prasoon
@PrasoonPratham
These are the tools you will need for machine learning in Python.

🧵👇

Anaconda

When you work in python, you'll be working with several frameworks and many of them work only on specific versions of python.

(2 / 13)

Now imagine downloading a new version of python and then installing it for every framework you want to work with 😬.

Meet Anaconda which allows you to run several versions of python. It comes pre-installed with several data science and machine learning frameworks.

(3 / 13)

Pip-env is also a way of maintaining several versions of Python and comes pre installed with Python.
You can use pip env or Anaconda, whichever works for you.

(4 / 13)

Jupyter Notebooks

Jupyter notebooks is an IDE just like VS code or Sublime. The special thing about jupyter is that you can parts of code in mini code editors called cells. This is great for prototyping and testing code.

(5 / 13)
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
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Pratham Prasoon
Pratham Prasoon
@PrasoonPratham
Which libraries do you really need to get started with Machine Learning and why?

🧵👇

First and foremost, make sure that you have nailed the fundamental concepts of Python because machine learning requires a lot of programming!

(2 / 19)

If you know these topics, then you are good to go with machine learning in Python

- Object-oriented programming in Python:Classes,Objects,Methods
- Lists & List functions
- List comprehension
- List slicing
- String formatting
- List,Dictionaries & Tuples

(3 / 19)

Now, let's understand what popular python machine learning libraries do.

We will talk about👇
- TensorFlow (+ Keras)
- PyTorch
- Pandas
- Numpy
- Matplotlib
- SciKit Learn
- Seaborn

(4 / 19)

Now let's cover the libraries that you have to learn (at least the basics) for machine learning

1. Pandas

Pandas is a python library that allows you to store and read data from spreadsheets ( .csv, .xlsv files ) in structures called Dataframes.

(5 / 19)
MACHINE LEARNING
Pratham Prasoon
Pratham Prasoon
@PrasoonPratham
Are you planning to learning machine learning this year?

These are the Python frameworks you need to learn as an absolute beginner.

🧵👇

It can be overwhelming seeing all the machine learning frameworks at once and not even knowing what they do.

I made this thread so that your machine learning journey becomes just a little bit easier.

(2 / 11)

This thread will only focus on Python frameworks.

Why?
Because Python is the most common path into machine learning.

( If you have experience with any other language then learning Python will not be difficult at all. )

(3 / 11)

Here's the entire list:

- Pandas
- Numpy
- Matplotlib
- TensorFlow
- PyTorch
- Keras
- Scikit Learn

Let's see what they do.

(4 / 11)

You'll have to interact with csv files or databases on a regular basis to access data in machine learning, pandas helps you do just that.

The cool thing about Pandas is that it actually doesn't change the original data...

(5 / 11
MACHINE LEARNING
Santiago
Santiago
@svpino
The 8-step quick-start guide to learn Machine Learning.

🧵👇

1⃣ Start with Python 🐍

Yes, you can do other languages, but Python is by far the most straightforward option.

👇

2⃣ Get familiar with numpy, pandas, and matplotlib

These three libraries are probably the most common Python libraries you'll have to use every day.

(Even if you don't end up doing machine learning, these libraries are awesome and useful.)

👇

3⃣ Start using notebooks

Look into Jupyter or Google Colab.

Notebooks are essential for data scientists and machine learning practitioners. Most of the code you'll read and write will be in notebooks.

👇

4⃣ Find a problem (already solved)

In my opinion, the best way to start is by working through a problem —especially when you can learn from its solution.

Start with something simple. I usually recommend "Titanic" from Kaggle.

👇
MACHINE LEARNING , STARTING MACHINE LEARNING

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@HiteshAwasthi89
Bhu Varaha Swamy Temple

Bhu Varaha Swamy temple is a Hindu temple, located at Srimushnam, in the South Indian state of Tamil Nadu. Constructed in the Dravidian style of architecture...


the temple is dedicated to Varaha (Bhu Varaha Swamy), the boar-avatar of the god Vishnu and his consort Lakshmi as Ambujavalli Thayar.

The temple had contributions from Medieval Cholas of the 10th century with later expansions by Thanjavur Nayak king Achuthappa Nayak.


A granite wall surrounds the temple, enclosing all the shrines and the temple tanks. There is a seven-tieredrajagopuram, the temple’s gateway tower.

Six daily rituals and three yearly festivals are held at the temple, of which the Chariot festival....


celebrated during the Tamil month of Vaikasi (April–May), being the most prominent. The festival also symbolises Hindu-Muslim unity in the region – the flag of the chariot is provided by Muslims; they take offerings from the temple and present to Allah in the mosques.


Source & Pic credit : Anusri
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David Rothkopf
David Rothkopf
@djrothkopf
Pretending that voting for Trump or denying climate change or suggesting the solution to every problem is more guns is a legitimate point of view, worthy of respect is not "how America works." It is how it dies.

People in a free society are entitled to any point of view no matter how obviously wrong or outlandish or destructive provided they do not impose their views on others.

But suggesting that something ignorant or divorced from reality warrants the same kind of treatment in public debate as something based in fact or at least credible is absurd and when done on behalf of a society in public media or academic settings it is self-destructive.

We would not grant media coverage or much bandwidth at all to a group that argued that unicorns exist or that there was a pot of gold at the end of the rainbow. Yet views like denying climate change or basing policy decisions on sweeping, obvious lies, are just as unsound.

Somewhere, somehow, judgments must be made. Some behaviors are wrong and must be condemned. Someone must challenge lies and demand facts. Coddling people who embrace idiocies does not help them no matter how loudly they demand to be coddled.
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Noah Smith
Noah Smith
@Noahpinion
Krugman is, of course, right about this. BUT, note that universities can do a lot to revitalize declining and rural regions.


See this thing that @lymanstoneky wrote:

And see this thing that I wrote:

And see this book that @JamesFallows wrote:

And see this other thing that I wrote:
SOCIETY
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


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
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STEALTH JEFF
STEALTH JEFF
@drawandstrike
Ok I was wrong about theHouse. 2 years of legislative gridlock = not fun. Few bills passing.

Control of the House is useless when it comes to keeping Trump from declassifying all the SpyGate docs. Or stopping an Inspector General from releasing a report.

Trump still gets control of judicial appointments so we can expect another 100 judges over the next two years. This time there’ll be no McCain or Flake playing the Maverick role with their swing vote.

That new margin in the Senate is huge if another Supreme Court seat comes open.

So from the responses I’m getting, people seem to think if Trump declassifies the Spygate stuff now, nothing happens.

Are you under the impression federal prosecutors have to wait until CONGRESS finishes an investigation and makes criminal referrals before the DOJ can act?

There’s a federal grand jury on McCabe right now. Did Congress ever finish it’s investigation and make a referral to the DOJ against him?

No.

BUT INSPECTOR GENERAL HOROWITZ DID. On finishing his McCabe leak report.

Funny how nobody remembers that.
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