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13 things LPs should know about venture capital.
1/ VC is highly cyclical, alternating between long risk-on periods followed by sudden risk-off periods. Trying to time things is a fools errand, which is why consistency across vintages is required.
2)75-90% of VC funds (depending on the cycle) will... See more
samir kajix.com
I often receive pushback whenever I mention I'm starting to buy a stock because I can draw a path to ~10% IRR. If I want to steelman their arguments, they point out this approach necessitates a potentially uncomfortable higher hitting ratio.
You must be right very, very often, not lose much money even when you're... See more
Off the Record
My thoughts, observations, and opinions—uncategorized and unfiltered.
A free-flowing collection of whatever strikes me—politics, culture, personal realizations, observations about human nature, creative process, relationships, whatever.
Kheshia Cashwell • 1 card
Advances in Financial Machine Learning
"Advances in Financial Machine Learning" explores the application of machine learning techniques in finance, addressing challenges, methodologies, and strategies for investment professionals, while bridging academia and practical insights for better decision-making.
agorism.dev
More Than You Ever Wanted To Know About Volatility Swaps
Explores volatility and variance swaps, their properties, uses for trading and hedging volatility exposure, and methods for replication and valuation using options, while addressing practical challenges and implications of volatility skews.
emanuelderman.com