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
"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."
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Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Good Investing Checklist that goes thru Basics, Financials, Valuation & Behavioral factors. h/t Nicole Seah (not sure if it's @startingfromnix)

1.The Story
Do I understand the business?
Do I believe in the mission?
Moat?
How well do I trust Mgmt?
Do I know the key risks?
Do I have an idea why the company is trading at a discount to its intrinsic value?
What are the potential catalysts?
Is there room for future growth?

2. Financial Metrics
Financial statements and footnotes
Cyclical, countercyclical?
Inflation impact
Operating Leverage
Assessing Working Capital + Capex
Trends in Revenues, Margins, Cash flows...
Recent investments, acquisitions?

3.Valuation
Relative Valuation
DCF

Good pts on few of the behavioral biases to watch out for 👇
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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
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Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
My Monthly Learning Calendar for Investing.🗓️

If I had 1 hour per day (for non-Company related research), this is what I would do.

Going thru specific topics on specific days should help streamline the reading/learning process w/o causing too much information overload.


Investing in individual stocks is more than just company specific research.

It's about having a broader perspective on many topics including Investing principles/philosophy/history, Industry trends/landscapes, and thoughts/deep dives from other reliable sources.

I'm grateful to all these awesome folks that put out such quality content.

Also separate h/t to all the folks I follow on Twitter (list always growing, albeit slowly). You posts diversify and enrich my feed & learning.

Disclaimers :

Below thread has the resources listed by topic (and not by calendar days).

The below is NOT a ranking of resources. Just a listing of my current fav resources based on specific topics.

Descriptions on why I like each resource is not listed here (due to the huge #). You can find that info for most of these resources in my current pinned tweet.
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More from Machine learning

Abhishek Thakur
Abhishek Thakur
@abhi1thakur
In this thread, I will tell you how to learn python for data science in 1 hour 👇 1/N

It's not possible 2/N

It's not possible 3/N

It's not possible 4/N

It's not possible 5/N
MACHINE LEARNING
Pratham Prasoon
Pratham Prasoon
@PrasoonPratham
Here's everything you need to know about the math for machine learning.

(+ free resources )
🧵👇

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

For example👇

(2 / 18)

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 / 18)

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

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

(4 / 18)


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

It is 100% compulsory.

(5 / 18)
MACHINE LEARNING
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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
An introduction to one of the the most basic structures used in machine learning: a tensor.

🧵👇

Tensors are the data structure used by machine learning systems, and getting to know them is an essential skill you should build early on.

A tensor is a container for numerical data. It is the way we store the information that we'll use within our system.

(2 / 16)

Three primary attributes define a tensor:

▫️ Its rank
▫️ Its shape
▫️ Its data type

(3 / 16)

The rank of a tensor refers to the tensor's number of axes.

Examples:

▫️ The rank of a matrix is 2 because it has two axes.
▫️ The rank of a vector is 1 because it has a single axis.

(4 / 16)

The shape of a tensor describes the number of dimensions along each axis.

Example:

▫️ A square matrix may have (3, 3) dimensions.
▫️ A tensor of rank 3 may have (2, 5, 7) dimensions.

(5 / 16)
MACHINE LEARNING , TENSOR BASICS
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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https://t.co/ykEjdZFDi6


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SRI VARAHA NARSIMHA, SIMHACHALAM, VIZAG (AP)
#bharatmandir

One of the 32 Narsimha Kshetram of Andhra. It has a unique form of Narsimha, appearing like a shivlingam

It is said that Narsimha’s fierce nature is soothed by worshipping him with Varaha, considered a peaceful deity


The shrine is believed to have been constructed by Prahlada. With time, it crumbled.
In Treta yuga, King Pururava was passing from here in his vimana. The vimana was attracted to this place by a mystic power.
When the place was unearthed, the deity was found.
@GunduHuDuGa


Pururava’s wife, Urvashi, had a dream that the deity should remain covered in sandalwood paste for the whole year except on Akshaya Tritiya.
This practice has continued till date.
The mukhya mandap here, has a pillar kappam stambham believed to possess curative powers.


Chandanotsava/ Chandan Yatra is the most important festival celebrated on Akshaya Tritiya. The sandalwood paste is removed from the moolavar deity and nijarupa darshan (original form of deity) for twelve hours of the day are done by devotees.
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Conviction | Patience
Conviction | Patience
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H was always unseen in S2NL :)

Those who exited at 1500 needed money. They can always come back near 969. Those who exited at 230 also needed money. They can come back near 95.

Those who sold L @ 660 can always come back at 360. Those who sold S last week can be back @ 301
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@ohlaika
I'm gonna do my other star wars thread tomorrow, which will primarily be me yelling at a @RowanKaiser-shaped strawman for calling the First Order and The Resistance "cosplayers who the rest of the galaxy has to deal with"

the deal w/the New Republic, the First Order, and the Resistance is very weird and complex and I actually take issue with how Story Group frames the actual conflict.

pre-TFA stuff is presented as a "cold war" between the New Republic and the remnants of the Empire that form the First Order, which 100% makes sense.

But they frame the First Order's attack on the Hosnian system and the subsequent battle that takes place across TFA and TLJ as a full on war when it's very clearly a coup. A war implies at least equal standing, but the First Order completely wrecks shop and takes over the galaxy.

ok never mind I'm fucking doing this now.

The First Order fleet we see in TLJ is *not* the entire fleet of the First Order (I don't even think Starkiller Base was their main base of operations honestly, it couldn't have been considering they were operating out of Wild Space)
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Anshul Pandey
Anshul Pandey
@Anshulspiritual
SHAKTA DHARMA AND THEIR ACHARYAS

Śhākta or Shakti or Devi pooja is not a new upasana. It is being carried out right from the time of Vedic period. Puran's tell us that Rishi Vashishth would worship Tara devi. Parshuram ji worshipped Tripura devi,


Agastya learned the secrets of Shri Vidya from Vishnu ji in Hayagriva avtaar. Bhagwan Ram, Laxman and Krishna too learned the tantrik vidya. Even Rig Ved 7.103.5 Sayan Bhasya also mentions about Śhākta/शाक्त(शाक्तस्येव शक्तिमतः).

Then we find that in the Harrappan excavations many figurines depicting Shakti were found. So in that age too, which was supposedly an urban city shakti was being worshipped. So naturally this tradition would be prevalent in rural areas too.

It is wrong to say that shakti puja originated from Bengal although it was popular there. Matsyendranath received this vidya from Maheshwari herself in Kamrup. We know that Shakti pooja is practised all over India.

Not much is known about the Śhākta saints in other parts of India in the middle ages.

Adi Shankaracharya wrote Pramanech saar named book on tantra and Anand lahri book on Devi strotras. Then there were Acharya Shankar, Bhaskar Rai, Laxman, Deshikendra, Raghav Bhatt, Krishnand,
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