Analyst (Investment/Political/Systems and everything in between) Building @MortimusOrg w/ @admiralbohan
Joined June 2021
- Tweets739
- Following1.3K
- Followers407
- Likes9.5K
Pinned Tweet
"There is no shortage of brains in the industry, its the vertebral columns that tend to be missing" ~ David Ogilvy
As someone who has never stepped foot in a L/S pod I was always intrigued by how they worked - had claude make a pod "circuit"
For folks who use AI extensively for open ended problems where you have no experience, how are you verifying if what you see is correct?
1
2
380
The Borges short story “Funes the Memorious” really drives this idea home
Ireno Funes, falls off a horse and suddenly has the power of never forgetting
He laments "My memory, sir, is like a garbage heap."
Great Read!
Feature not bug. Think about the overfitting humans would do if we remembered everything. This is the major break through that will happen in the future … generalized learning not path dependent learning
4
1,121
The more things change, the more they stay the same.
Doing some research and found the old Nanotech Report from @wolfejosh published in 2001 - I'm sure if I told you this was about AI discourse today you would believe me
Julian Robertson called it quits in 2000 - But when he was asked about why he started tiger he remarked that administrative chores distracted from the money management - "Now we do it all day long, and it's fun"
Wonder when it stopped being fun for Steve?
BREAKING NEWS: Steve Cohen, 68, has stepped away from the trading floor bloomberg.com/news/articles/… via @markets
If you’re a young analyst like myself and haven’t read “Crist On Value” you are missing out on some great mental models
hvst.com/posts/value-and-pro…
“Poker, which is always situated right next to the horse racing area. The reason that you can win at poker and horse racing is the same – you are not betting against the house; you are betting against the other players. This is such a crucial and fundamental difference, and it is lost on the general public. The house is not setting the odds. In roulette, there are 38 spaces on the wheel, and if you pick the correct one, the house will pay you off at 35-to-one, and they will keep the difference. The longer you play, the more you lose and the more the house wins. When the other players are setting the prices, it is an entirely different story because somewhere between frequently, occasionally, and rarely, the public makes the wrong price.” - Steve Crist
2
2,446
"It is far better to be silent than merely to increase the quantity of bad books" ~ Voltaire
Applies to published books and L/S books
1
597
I think everyone with a deep interest in civilization and
it's evolution need to consider reading Democracy in America
609
This hold's true for investing as well, @alixpasquet has an excellent framework he talks about in reference to creating your investing style:
Imitiate → Assimilate → Innovate
xitter.gq/alixpasquet/status/167…
Third Point, Third Point, Third Point
Some obvious insights I gleamed reading about @DanielSLoeb1
Thank's to @kevg1412 for the compilation
1
2
330