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Jeremy

@jeremydruiz

Jeremy reposted

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


Jeremy reposted

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…

FundamentEdge's tweet image. 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…
FundamentEdge's tweet image. 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…
FundamentEdge's tweet image. 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…

nice post. can you give some examples of use cases where chatGPT deep research is truly revolutionary? have you thought the same for google deep research? i found it lacking.



Jeremy reposted

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

long_equity's tweet image. Here are some of the financial metrics I optimise my portfolio for:

What would you add?

Jeremy reposted

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

pyquantnews's tweet image. Build beautiful trading strategy tear sheets with one line of Python code:

Jeremy reposted

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:

pyquantnews's tweet image. 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:

Jeremy reposted

How to create a stunning dashboard in Excel.


Jeremy reposted

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

quantscience_'s tweet image. Nancy Pelosi's Portfolio... 1400% return. 

We optimized it in Python.

Jeremy reposted

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…

Restructuring__'s tweet image. 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…

Jeremy reposted

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

InvestInAssets's tweet image. Morningstar's moat framework will make you a better investor:

Jeremy reposted

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

pyquantnews's tweet image. A complete set of volatility estimators based on Euan Sinclair's Volatility Trading.

(Great for the options traders.)

Get it on GitHub:

Jeremy reposted

50 Books To Master 10 Skills

librarymindset's tweet image. 50 Books To Master 10 Skills

Jeremy reposted

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

InvestSpecial's tweet image. Just finished sifting through the Q1 2024 fund letters.

Here are the best 10 ideas that piqued my interest 👇

Jeremy reposted

$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…

em013L's tweet image. $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…

Jeremy reposted

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:

QCompounding's tweet image. 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:

Jeremy reposted

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

QCompounding's tweet image. Life is short, I use Python.

Here's a great cheat sheet with everything you need to know about Python:

Jeremy reposted

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…

Restructuring__'s tweet image. 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…

Jeremy reposted

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):

pyquantnews's tweet image. 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):

Jeremy reposted

Python code: "Introduction to Portfolio Optimization and Modern Portfolio Theory" medium.com/@financialnoob…

macro_synergy's tweet image. Python code: "Introduction to Portfolio Optimization and Modern Portfolio Theory" medium.com/@financialnoob…

Jeremy reposted

Beautiful trading strategy tear sheets in 5 lines of Python. Build your own in 83 seconds:


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