Sublime
An inspiration engine for ideas
Ramsiddarth K
@ramsiddarth
Paranjay Khachar
@paranjay
Here is my full portfolio breakdown as of today.
Weighted average metrics:
Market Cap: $3.39bn
ROCE: 25.08%
ROIC: 22.67%
Gross Margin: 53.94%
Op Margin: 19.77%
FCF Yield: 3.16% https://t.co/wMRMLAW7lY
Roy
@shankygee
One of my favorite Quant Trading Lectures on Tail Risk Hedging against Black-Swan Events/ Extreme-Volatility, produced by two phenomenal prev-Exotic Derivatives traders & Market Making professionals, Kris Sidial, Ryan Darnell, hosted by prev-Bloomberg/MenthorQ CEO Fabio Ruggeri: https://t.co/BuRE3ZR3N6
Nishchal Asri
@gamblingquant
Just defended my PhD, about to start as a quant. What should I read? Plz send your recs @macrocephalopod @choffstein @KrisAbdelmessih @quant_arb @quantymacro @FormulaDeltaOne @o_wutang @investingidiocy @DeepDishEnjoyer @mgnr_io @therobotjames @ryxcommar @cam_perrault @TCK_JRubano
Sudeep Rajax.com
The ANTIFRAGILE PORTFOLIO owns 21 stocks.
Here's each one and the key metric to watching for each...⤵️
Brian Stoffelx.com