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
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
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
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Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Excellent summary of Philip Fisher's book "Conservative Investors Sleep Well".

Plenty of great points on identifying the growth potential, managerial capability and defensiveness of a Company.

cc: @dmuthuk

Characteristics of high quality companies with good long term prospects

✔️Lowest-cost
✔️Customer focused
✔️Effective research
✔️Strong marketing
✔️Good accounting

People factors

✔️Determination, competence and teamwork
✔️Internal development and promotion
✔️Entrepreneurial and disciplined
✔️Genuine and conscious culture

Business characteristics to grow and defend

✔️Profit margins
✔️Barriers to entry
✔️First mover advantage (& extending that Leadership)
✔️Competition and substitution
✔️Economic moats

Few of my fav pts from the article. Not every Company will have all these traits, but the more the better.
ALL
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Two good articles (general/informative/balanced) on two of the hottest topics in the Market over the last year. SPACs and EVs. h/t @CatanaCapital 👏

1⃣ What are SPACs and should you invest in them?
https://t.co/HGz7sDv52Y

$SPCE $IPOE $CCIV ..

Watch out for 👇


2⃣ EV Stocks – There is more to the electronic vehicles market than Tesla, BYD & NIO..

https://t.co/96PFrJMLdw

$TSLA $BYDDF $NIO $CCIV $XPEV $LI $PLUG $BLNK $LAZR $BIDU ...

Important to balance the opportunity set, risk Management, position sizing.👇
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

More from Machine learning

IM POCUS Focus
IM POCUS Focus
@IMPOCUSFocus
A tweetorial on optimal machine settings for B line image acquisition, with a focus on: focal position at pleura, harmonics off, and increased far gain.

Inspired/based on the recent article - https://t.co/vv2xBSZm6N
@cameron_baston @IsaacMatthiasM1

#POCUS #IMPOCUS

1/18

Let's start with some polls
We will stick to low frequency probes here (i.e. curvilinear and phased array - linear has its own purpose for detailed pleural assessment)

Which preset do you prefer for B line assessment?

2/

What depth do you typically set?

3/

After selecting preset and selecting depth, do you ever adjust any other machine settings to optimize B line assessment?

4/

Importantly, there is no right answer to the above questions!

We won't discuss much about preset or probe type. But we will discuss machine settings to optimize B line quality, based on
1) Theory based on physical basis of B lines
2) In vitro study
3) Study in patients

5/
MACHINE LEARNING
Cassie Kozyrkov
Cassie Kozyrkov
@quaesita
1/🧵 Good #DataScience advice that breaks pretty much every rule you learned in class... a thread. (+full blog post linked)

English version: https://t.co/dG4l6vPFBT
Spanish version: https://t.co/gFAjPQ5clS

#AI #MachineLearning #Statistics #RStats

2/🧵 Allow your approach to be sloppy at first and burn some of your initial time, energy, and data on informing a good direction later. That's right, you're supposed to start sloppily ON PURPOSE.

3/🧵 Have a phase where the only result you’re after is *an idea of how to design your ultimate approach better.*

4/🧵 In other words, start with a pilot phase where the objective isn't finding answers, it's finding a good approach to finding answers.

5/🧵 That means you're encouraged (ENCOURAGED!) to start with everything your stats classes told you not to do:
MACHINE LEARNING
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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
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
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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A list of cool websites you might now know about

A thread 🧵

1) Learn Anything - Search tools for knowledge discovery that helps you understand any topic through the most efficient

2) Grad Speeches - Discover the best commencement speeches.

This website is made by me

3) What does the Internet Think - Find out what the internet thinks about anything

4) https://t.co/vuhT6jVItx - Send notes that will self-destruct after being read.
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Learner Vivek Bajaj
Learner Vivek Bajaj
@vivbajaj
My System for momentum trading🧵:

1. Stock Identification:

Daily and Weekly Delivery Analysis using @mystockedge
Theme Confirmation using Internet and Network

2. Stock Confirmation:

Relative Strength of a stock visavis market using RS55 model listed in @mystockedge

1/n

3. Stock Participation:

Only when chart showing short term breakout along with RS55>0 and RSI>50. I am ready to leave some initial movements.

4. Position buildup:

Every time the stock gives a breakout from the previous swing high add more position and go all-in.

2/n

5. Stock Exit:

I run two portfolios: Short term Swing and Long term Swing.

For Exit in Short term swings, I use a 2hourly Chart with super trend and RS. I am using @tradingview for the same.

For long term swing, I exit when the RS of the stock goes below 0. Period.

n/n
SCREENERS , VB , ALL
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Novid Houellebecq (That's Hollaback)
Novid Houellebecq (Tha...
@GarouGothic
I want to explain what happened to tumblr overnight. And why Twitter as reached it's dream (or have come ever so close to it)

Yahoo, who bought Tumblr years ago, used to have a huge adult presence on the early net. They allowed adult groups and what not.

However, people and bots (just like now) misused the service, and Yahoo were forced to make a choice. They made private the groups (and later closed them down and sold some of it to other companies) and then ended their chatrooms on yahoo messenger...

after a incident with one of the chatrooms vid cams. The damage was done, Yahoo Messenger lost a lot of people - and with the closing of the groups - backpage and Craigslist came more important.

Now backpage is no more and Craigslist is slowly passing away. Tumblr had a semi strong community, but once 2014 came around and both porn, and political bots exploded the quality started to go down,
TECH
Anu Satheesh
Anu Satheesh
@AnuSatheesh5
Guruvayur Sri Krishna & Coconut with Horns.
#Krishnaleela
#Bhakthi
🕉
We’ve all grown up listening to stories of Shri Krishna. This one is a famous story of Shri Krishna in Guruvayur Temple, also called Dakshina Dwaraka.


There lived a villager who planted coconut saplings and had promised that he would offer the 'first coconut' from each of his coconut trees to "Guruvayurappan". When the trees started to yield coconuts, he collected the first coconut from all the trees in a sack 👇


and set forth to Guruvayur.

On the way he was stopped by a robber who asked all the items in the sack. The villager told the robber that the coconuts in the sack belonged to Guruvayurappan and so he was unable to hand it over.
@SriramKannan77 @Jayalko1


The robber with anger asked the villager "Is Guruvaurappan's coconut any different? Does it have horns ?".
Saying so the robber pulled the sack forcefully out of the villager's hand, and coconuts came out..👇


To their astonishment each and every coconut in the sack had horns! Even today, the coconut with horns are displayed in the temple for devotees to see.

Below Picture is not original, as we cannot take photos inside temple.
Hare Krishna
Guruvayurappa
🕉🕉🕉🕉🕉
Shubham
ALL
SK
SK
@sk_diary1
#DoYouKnow -The place where
Lalitha Sahasranamam -1000 names of Devi originated.

It is in Lalithambigai temple -Thirumeeyachur,Near Mayiladuthurai,TN

There is a Legend #story & it is related to this beautiful #sculpture of Kshetrapuraneswarar & Ambal Lalithambigai #Thread 👇


#Legend #story
It is believed that this is birth place of Kashyapa Maharishi’s sons, Arunan& Garudan. Arunan(charioteer of Surya)was physically handicapped.He was a Shiva devotee.Arunan wanted to visit Kailash to have Shiva Darshan,but Surya Dev denied permission.

So Arunan disguised as a girl & was on his way to Kailash.On the way Surya Dev saw this girl & outraged her modesty.Shiva was very angry with Suryan for misbehaviour & cursed him to get darkened. Whole world plunged into darkness.Surya Dev pleaded to Bhagwan Shiv to forgive him.

Shiva Bhagwan asked him to go to Thirumiyachur & worship him there. As advised, Surya Dev performed rigorous penance, placed murthi of Shiva& Parvathy on an elephant & took them to the clouds.Shiva in this temple is known as Meganathaswamy,Devi is known as Lalithambigai


Even after severe penance,Shiva does appear,so Surya Dev cries out in agony.Disturbed by his call, Parvathy protests.Siva pacifies her & offers relief to Surya Dev.The sculpture of Shiva pacifying Ambal shows her sullen from one angle &smiling from another.
RELIGION