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Druckenmiller saw Javier Milei’s viral speech at Davos and immediately said “give me the five most liquid Argentina ADRs" and sent it… Shoot first, ask questions later. That’s why he’s the GOAT. 🐐 https://t.co/yGGlB7RVBV

Geiger Capital

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Antonio Gracias on investing in companies that benefit from choas https://t.co/LbAjX3DMbt

Patrick OShaughnessy

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Soros on Soros: Staying Ahead of the Curve

George Soros • 8 highlights

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Cover of Soros on Soros: Staying Ahead of the Curve

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Otro libro categoría librazo. De especial interés, a los que la obra @nntaleb (y en menor medida, también Mandelbrôt), les haya dejado con ganas de más. Lo mejor: profundiza en la parte técnica crítica modelos estocásticos; lo peor: se echa de menos algunas referencias clave. ht @joantubau @_sergiosanjuan @JuanSuch

Luis Torras

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I added a new agent to our AI hedge fund. The Peter Lynch agent. How it works: 1 • hunts for "ten-baggers" 2 • calculates true value 3 • focuses on simple businesses 4 • demands earnings consistency We have... See more

virat x.com

🇦🇷 AL30 - Unpopular Opinion 👌🏻 Es generalizada la recomendación de bonos largos sobre cortos, sin embargo yo no comparto del todo Si bien es cierto que los largos tienen mayor potencial de suba ante una normalización del riesgo país (aunque si se normaliza la curva los cortos deberían rendir... See more

Edu Páez x.com

Mike Speiser is one of the most unique investors who isn't as well known outside the valley. At Sutter Hill, he incubates one startup at a time, acts as founding CEO and gets it off the ground. His track record is insane, creating $70B of value from 5 companies over 15yrs!... See more

Deedy

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Bueno, oficialmente subido a la Mervaleta. Tesis de inversion: orden macro economico en el proximo gob Plazo: 5 años Riesgos: elecciones, rodrigazo Plan: parte ahora, parte post elecciones/rodrigazo Potfolio: surtidito... See more

Gabriel ~ Silver.dev

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Machine Learning for Asset Managers (Elements in Quantitative Finance)

Marcos López de Prado

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Cover of Machine Learning for Asset Managers (Elements in Quantitative Finance)