Sublime
An inspiration engine for ideas

The eval formula
Each great LLM eval contains four distinct parts:
- Part 1: Setting the role. You need to provide the judge-LLM a role (e.g. “you are examining written text”) so that the system is primed for the task.
- Part 2: Providing the context. This is the... See more
GitHub - jlevy/og-equity-compensation: Stock options, RSUs, taxes — read the latest edition: www.holloway.com/ec
github.com


Gentleman’s Idea #1:
Stonex Group $SNEX
Allocation: $30,000
Current Price: $98
Target: $120
Stonex Group, preciously INTL FC Stone, is a sleepy Futures Brokerage that has rapidly evolved into one of the largest agricultural and metals ... See more

This is one of my favorite setups in true compounders. Wait til it goes sideways for 3-4 years and digest the earnings stairs it just climbed.
Hermes is not giving back those earnings, so at 22x forward EPS, this is attractive for coffee canning it. https://t.co/07hERnPLV8
FREE ALPHA
Attractive FWD PE right now:
$GOOG: 15
$AMD: 15
$OSCR: 12
$PYPL: 11
$BABA: 10
$BIDU: 7
$PFE: 7 (+8 Dividend)
In fact, if this was your entire portfolio right now, you b... See more
The Long Investorx.com