TIPS IN SEARCHING FOR A SUPERVISOR

I had provided a step by step guide in writing a supervisor. If you missed it, look it up here👇

https://t.co/ZrAe27bILv.

Today, I offer you a few workable tips to assist you in the search for supervisors.

Time for #PapersThatMakeYouGoHmmm! A weekly summary of new ML papers from arXiv that make me think one or more of:

1. That looks useful!
2. That's an interesting approach!
3. A business could be built around this!
4. How did they do that?!

Argument Schemes and Dialogue for Explainable

Neural Fitted Q Iteration based Optimal Bidding Strategy in Real Time Reactive Power

A design of human-like robust AI machines in object

Single Shot Multitask Pedestrian Detection and Behavior

1. A company that has been brewing just outside our Top-5 for some time now is the electroporation (EP) company MaxCyte. Modelio assesses it as one of the best investments to capture the growing gene editing and gene therapy space, especially in allogeneic ex-vivo treatments.

2. We estimate that MaxCyte stands before a huge inflection point that will accelerate both growth and profitability. We have seen signs of the accelerating underlying activity by the fact that they in the last two years have added 9 of their 12 commercial agreements.

3. What makes MaxCyte unique compared to other “pick-and-shovel” businesses is their claim to milestones and royalties, something usually reserved for pharmaceutical companies.

4. As per the January update, MaxCyte has a potential pool of $950m in milestones, and a 2-3% (our estimates) of sales in royalties, that excludes licenses and consumables for the machines.

5. Reviewing the partners' pipelines, we think milestone revenues will unleash themselves in 2021 and beyond as they move further into clinical trials.

1/x The window we have been targeting for 2 months has officially opened... i Can not imagine a more textbook display of the power of Vanna at expiration as we saw on Friday. The capital building was overrun by an insurrection, but all that that meant was a bigger late day rally.

2/x that ended at ATH on the close. Between Gary the 🦍 & his RVol suppression & his hand off to late day Ivol compression & the Vanna index bid, the 🐻’s never had a chance... but Gary’s getting tired after 2 months battling complacency & Vanna’s 2 week vacation, 1 of her only

3/x 2 week departures of the year (a 5 week OpEx) is quickly approaching on 1/15 morning. That means she’ll be increasingly absent as she prepares for her trip. W/ a $59 1 week straddle & $50 1 day range on Friday, & another $30 overnight drop, it’s hard to see why you wouldn’t

4/x want to take a chance on a little long gamma at this juncture. Especially given the obvious warning signs coming from the steepening of the yield curve, underperformance of the Growth complex, complacency in sentiment & positioning, anecdotal signs of bubbles in BTC & TSLA,

5/x NTM the growing exuberance surrounding a fiscal stimulus deal near $2 Trillion. The wall of worry of 3 months ago is gone. The vaccine is being deployed, the election is resolved, fiscal stimulus was passed & w/2 Georgia 🍑 🍑, ever moar 🚁💰is on the way. But what happened

The wealthiest person I know prints millions out of thin air in the real estate business.

This is what he does...

A thread.

He finds a distressed retail plaza. Let's say 50% of the space isn't leased.

On a 300,000 sf plaza that might mean 150k square feet is vacant.

If asking rent is $8 per square foot per year, that means the building has a "potential revenue" figure of of $2.4MM.

So in this retail center 50% is leased and 50% is vacant. So the actual revenue, right now, is $1.2MM.

Most retail leases are whats called "Triple Net" or "NNN". This means the tenant pays the taxes, insurance, maintenance and CAM (common area maintenance).

They basically pay all of the landlord's expenses (except debt service on any loans he/she has, of course).

Commercial properties are valued based on something called a "cap rate".

The equation is:

net operating income / (cap rate) = value

The cap rate is a %.

Think about it as the return on your money, annually, as a percentage, you spent to buy a property.