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
Excellent resource for Individual investors who want to learn about Accounting and Financial Statements.📊

The concepts are really well explained in a simple, understandable manner for beginners.

cc: @dmuthuk @Gautam__Baid

Content available 👇


Some of my fav sections.

1⃣ The Financial

2⃣ Fundamental Accounting

3⃣ Financial Ratio
ACCOUNTING
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Excellent short summaries of many good investing books. 👏

cc: @dmuthuk @Gautam__Baid

(Some of the pages might open in German. Use the Translate to English option on the

List 👇


Some of my fav summaries from the list.

✔️Quality Investing - Lawrence Cunningham

https://t.co/pmVQFPlWby


✔️The Innovator's Dilemma – Clayton Christensen

https://t.co/VazvMPEE7D


✔️The Little Book That Builds Wealth - Pat Dorsey

https://t.co/sMJspTTQcA
ALL
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Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Insights from Philip Fisher. One of the best docs I came across for individual investors.

Phenomenal effort by @SiddharthVoraPL @PLIndiaOnline 👏👏

cc: @dmuthuk @Gautam__Baid @saxena_puru

https://t.co/K19gWk9TFO


Philip Fisher's 15 points, simplified. ⬇️


His Investment strategy and Search strategy. ⬇️

Full scale scuttlebutt is not possible for individual investors (lack of time, resources, contacts), but with efficient search & communication online (tuning out the noise), there are still some ways to do good research.


Good sequence of steps to filter from a wider universe of companies to the few promising ones that meet the criteria. ⬇️


Excellent Checklist for Business, Management and Financial characteristics. ⬇️
EQUITY
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Morningstar's "Investing Classroom" is a phenomenal (free) resource for DIY investors.👏

Covers a lot of topics from Investing basics, Financial Statement/Ratio Analysis, Behavioral Finance, lessons from great investors...

CC: @dmuthuk @Gautam__Baid

Content from the 5 course levels 👇

Note : Not sure if you need to register as a free user to access all the content. Also not sure if the content is accessible in all the countries.


✅Article at the end "20 Stock Investing Tips". Below are my fav ones.

1. Keep It Simple
2. Have the Proper Expectations.
3. Be Prepared to Hold for a Long Time.
4. Tune Out the Noise.
5. Behave Like an

7. Watch Where You Anchor.
8. Remember that Economics Usually Trumps Management Competence.
9. Be Careful of bad Management Teams.
13. Don't Be Stubborn.
17. Look for Quality.
18. Don't Buy Without Value.
20. Think Independently.

✅Section about lessons from Peter Lynch (similar sections about Buffett, Fisher, Graham & others).
✔️Stick to What You Know
✔️Do Your Research and Set Reasonable Expectations
✔️Know the Fundamentals
✔️Ignoring Mr.
ALL
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
My biggest mistakes in the last decade & what I learned.

There are 2 types of Investors in the Market. Those who make mistakes & admit them openly while learning, and those who give the illusion that they never make mistakes. I want to be firmly in the former camp.

Here we go⬇️


Putting those mistakes/examples/lessons down again in the thread below for easy reading.

Note that the lessons learned are very subjective. They are not recommendations. It depends on each person's Portfolio goals & strategies.

OK let's go. ⬇️⬇️

1⃣ Mistake : Actions not aligning to goals & competencies.

Ex : Mainly during 2010-14 - Dabbling in cheap (low quality) stocks & Options (LEAPS, but w/o clearly identified catalysts)

Lesson : Make sure your process and actions are leveraging your interests/strengths and aligned to your Portfolio goals. For me, that was leveraging my patience and interest in quality Cos. Monitor & improve the process over time.

2⃣ Mistake :Confusing between Quality/Durability and Temporary Business momentum or ST stock momentum.

Ex : Buying GILD/SAM in 2016, PTON/FVRR etc in early 2021.
INVESTING

More from Machine learning

Anson Horton
Anson Horton
@AnsonHorton
1/ @werat asked about whether the debugger was using the C# compiler or language service in VS 2002. It was not. The debugger has a component called an ‘expression evaluator’ that is provided per language and is responsible for parsing and evaluating expressions when stopped at a

2/ breakpoint. For example, if you type into the immediate window, hover over a variable, type into the watch window, etc. the expression evaluator is involved. The debugger and the language service are actually deeply integrated in a number of scenarios in VS, which may

3/ initially seem surprising. I may talk about more of these scenarios in the future, but to give a flavor, when you set a breakpoint at design time the language service is involved, when you are using Edit and Continue the LS is involved, the range of what is being evaluated

4/ when you get a debugger data tip, completion lists when typing in the data windows or immediate window, etc. Prior to VS 2002, there were distinct debug environments tailored to each target customer (VB/VBA, C++, VJ, VBScript, TSQL, FoxPro, Fortran, etc.). The goals of the

5/ VS 2002 debugger included unifying the debugger backend components and providing a single UI stack that would enable new scenarios (for example, a callstack across languages). Expression evaluators are the architecture that separate the language specific pieces from the
INTERNET , 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
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Jan Giacomelli
Jan Giacomelli
@jangiacomelli
🤔 Python generators

What are they? How to use them?

#Python

🧵Let's find out 👇

1️⃣ Python generators are lazy iterators delivering the next value when their .next() is called.

They are created by using the yield keyword

next() can be called explicitly or implicitly inside for loop

They can be finite or infinite


2️⃣ yield - where a value is sent back to the caller, but the function doesn’t exit afterward as with the return statement

The state of function is remembered.

For example, the number is incremented and sent back from yield at the consecutive call next()


3️⃣ Generator stores only the current state of the function - it generates next element on next() call and forgets the previous one -> it saves memory

For example, we don't need to store 1mio elements in memory to do something with each element


4️⃣ When you call a generator function generator object is returned - it's not executed yet

It executes only when next() is called

For example, that's why Exception is raised only on the next() call
MACHINE LEARNING
Alejandro Piad Morffis
Alejandro Piad Morffis
@AlejandroPiad
This is a Twitter series on #FoundationsOfML.

❓ Today, I want to start discussing the different types of Machine Learning flavors we can find.

This is a very high-level overview. In later threads, we'll dive deeper into each paradigm... 👇🧵

Last time we talked about how Machine Learning works.

Basically, it's about having some source of experience E for solving a given task T, that allows us to find a program P which is (hopefully) optimal w.r.t. some metric


According to the nature of that experience, we can define different formulations, or flavors, of the learning process.

A useful distinction is whether we have an explicit goal or desired output, which gives rise to the definitions of 1️⃣ Supervised and 2️⃣ Unsupervised Learning 👇

1️⃣ Supervised Learning

In this formulation, the experience E is a collection of input/output pairs, and the task T is defined as a function that produces the right output for any given input.

👉 The underlying assumption is that there is some correlation (or, in general, a computable relation) between the structure of an input and its corresponding output and that it is possible to infer that function or mapping from a sufficiently large number of examples.
MACHINE LEARNING
Santiago
Santiago
@svpino
11 key concepts of Machine Learning.

— Supervised Learning Edition —

🧵👇

😜

Before starting, remember that, if you follow me, one of your enemies will be immediately destroyed (and you'll get to read more of these threads, of course.)

And if you don't follow me, well, you just hurt my feelings.

😜

1. Labels

(Also referred to as "y")

The label is the piece of information that we are predicting.

For example:

- the animal that's shown in a picture
- the price of a house
- whether a message is spam or not

👇

2. Features

(Also referred to as "x")

These are the input variables to our problem. We use these features to predict the "label."

For example:

- pixels of a picture
- number of bedrooms of a house
- square footage of a house

👇

3. Samples

(This is also known as "examples.")

A sample is a particular instance of data (features or "x.") It could be "labeled" or "unlabeled."

👇
MACHINE LEARNING

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Marc Köhlbrugge
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💬 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.
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Jaya_Upadhyaya
Jaya_Upadhyaya
@Jayalko1
RISHI BHRINGI AND ARDHA-NAREESHWAR SHIVA

Rishi Bhringi was a devoted bhakt of Mahadev. However, in his devotion to Shiva, he ignored Mata Parvati.

Once, he visited Kailasha along with other Rishis. All the Rishis did parikrama of Shiva and Parvati both except Rishi Bhringi.


The same situation continued whenever Rishi Bhringi visited Kailasha. Mata Parvati decided to teach him that Shiva and Parvati are one and inseparable.
So on one such visit, Mata Parvati sat on the left lap of Mahadev when Rishi Bhringi came.


Seeing this, Rishi Bhringi took the form of a bee(some say bird) and did pradakshina/ parikrama only around Shiva’s head and ignored Ma Parvati.
Angered Mata took away the Shakti from his body. Rishi lost his blood and flesh and was left with a bare skeletal form.


Seeing him in such a situation where he was unable to support himself, Shiva granted a third leg to him.
Shiva then fused one half of his body with that of Ma Parvati and appeared as Ardha Nareeshwar.
Rishi Bhringi finally realised that Shiv and Shakti are one and the same.
🙏🏻
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Pulp Librarian
Pulp Librarian
@PulpLibrarian
Many readers have asked me "why do so many pulp covers feature women in ripped red blouses standing in swamps while a man fights off an unusual animal attack?"

The answer is artist Will Hulsey...


Will Hulsey was the undisputed king of the animal attack pulp cover. You name it, he'd paint it attacking you in a pool of stagnant water.


Very little is known about Will Hulsey, but he worked on a number of men's pulp magazines in the 1950s and early 1960s including Man's Life, True Men, Guilty, Trapped and Peril.


Their audience was ex-GIs: during WWII the US Council of Books in Wartime had given away over 122 million books to American servicemen to read; this led to a post-war surge in paperback and magazine sales amongst these newly enthusiastic readers.


As a result the 1950s saw a raft of men's pulp magazines being published to tap into this market - almost 200 different titles!
CULTURE
Nikita Poojary
Nikita Poojary
@niki_poojary
Catch me if you can @Mitesh_Engr

Time for a🧵
Mitesh Sir's EXPIRY Option Selling 101:
• What to look for?
• Strike Selection & Ratios
• SL mgmt
• Avoiding freezes
• Monthy Expiry
• Event days
• How he would have traded last expiry?

In collaboration with @AdityaTodmal


Edward de Bono says intelligence is like a🚗 Automobile

“A powerful car may be driven badly. A less powerful car may be driven well. The skill of the car driver determines how the power of the car is used.”


What @Mitesh_Engr Sir looks at for Expiry Trading:

• Technicals of BNF
• Individual Heavyweight stocks of BNF
• Support/Resistance of BNF on weekly TF
• Also has Superb SL management
• When it comes to adjustments, he is always on toes


How to Select Strikes to Sell?

• You can't sell based on premium
• Follow only trend
• Price action is best to sell on expiry day
• Never wait for the options to go to zero


Using Ratios to Sell:

• If BNF is in a range then strangles
• If breakout/ breakdown from a range then directional
• Selling 70/30 or 80/20 ratios
• 2 examples on how he used ratios
ALL , MITESH PATEL OPTIONS STRAT , MITESH PATEL EXPIRY GUIDE
Bharadwaj
Bharadwaj
@BharadwajSpeaks
Hinduism is a minority religion in Punjab.

During the Khalistan movement, the minority Hindus and Jains were subjected to several attacks. Hindu and Jain temples were frequently vandalized and desecrated. This thread documents a few instances.

Thread

Durgiana Mandir is one of the oldest temples of Amritsar. According to the regional Hindu tradition, the temple was built on the spot where Lava and Kusha bound Hanuman. The temple annually attracts millions of Hindus from all over the country.


Amristsar has a very ancient Hindu history.

According to the regional Hindu tradition recorded in the "Survey of Amritsar", Amritsar got its name from Amrit immersed by Lava and Kusha in a pond.


Durgiana Mandir was rebuilt in 1921.

It was used to house the Murtis of Vishnu and Durga which were thrown out from the Parikrama of Harmandir Sahib in 1905.

Because of its presence in Amritsar, it became a frequent target of radicals during the Khalistan movement.


In 1982, in what was a completely unprovoked attack, the Dal Khalsa "activists" threw a severed cow head inside Durgiana temple.
RELIGION