J_Money @jeremydruiz

Think Global, Act Local NYC Joined July 2013

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juan carlos @jeancarloz73

6 months ago

Este reto esta cobrado más vidas que el Coronavirus...

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MEETING MANAGEMENT WITH CHATGPT On this thread yesterday, someone asked what I thought was a game-changing use case for LLMs in fundamental research. To me, a use case near the top of the list is meeting prep. A core dimension of unique insight generation for institutional…

batman10023 @batman10023

6 months ago

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Long Equity @long_equity

8 months ago

Here are some of the financial metrics I optimise my portfolio for: What would you add?

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PyQuant News 🐍 @pyquantnews

9 months ago

Build beautiful trading strategy tear sheets with one line of Python code:

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PyQuant News 🐍 @pyquantnews

9 months ago

Interactive Brokers (IB) is one of the best out there. But there is one problem. The native Python IB API is pretty hard to use. Lucky we have ib_insync to get options chains data. Let's see how it works:

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Eyo Eyo, PhD @Eyowhite3

11 months ago

How to create a stunning dashboard in Excel.

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Quant Science @quantscience_

11 months ago

Nancy Pelosi's Portfolio... 1400% return. We optimized it in Python.

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Restructuring @Restructuring

a year ago

The Depth of Due Diligence in Large-Cap Private Equity (and how to get comfortable with public market diligence) - A Long Thread As your classic PE associate who wants to jump to the public side one day, I have been doing more reflections on the level of diligence in my current…

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Invest In Assets 📈 @InvestInAssets

a year ago

Morningstar's moat framework will make you a better investor:

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PyQuant News 🐍 @pyquantnews

a year ago

A complete set of volatility estimators based on Euan Sinclair's Volatility Trading. (Great for the options traders.) Get it on GitHub:

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Library Mindset @librarymindset

a year ago

50 Books To Master 10 Skills

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Dalius - Special Sits @InvestSpecial

a year ago

Just finished sifting through the Q1 2024 fund letters. Here are the best 10 ideas that piqued my interest 👇

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Emir M | Type-F Capital @em013L

a year ago

$PYPL PayPal has the SIMPLEST and most POWERFUL investment thesis for me. The stock is trading as if the market expects the company to grow at 0% for the coming 10 years. To put it simply, if PayPal has ANY growth the coming 10 years, then it is currently undervalued. I…

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Compounding Quality @QCompounding

a year ago

A CFA is the most prestigious degree you can earn as a professional investor: • It costs around $4,000 • You need to study 1,000 hours • The pass rates are less than 40% I'll teach you everything you need to know with this Cheat Sheet. 1️⃣ Quantitative methods:

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Compounding Quality @QCompounding

2 years ago

Life is short, I use Python. Here's a great cheat sheet with everything you need to know about Python:

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Restructuring @Restructuring

2 years ago

BOND MATH: A SIMPLE OVERVIEW OF DURATION AND CONVEXITY As another bank crisis unfolds, good time to learn the most important concepts of bond math: duration and convexity. DURATION Duration is a measure of a bond's sensitivity to changes in interest rates: what is the bond…

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PyQuant News 🐍 @pyquantnews

2 years ago

The SABR stochastic volatility model was built by hardcore PhD quants. Not a hardcore PhD quant? You can still use SABR for options trading. Here's a 10 second walkthrough (with Python code):