Independent investor focused on finding bargains using Fundamental Analysis, a la Graham/Buffet value analysis and GARP. Buy/Sell made using Technical Analysis.
Joined September 2013
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Hey @grok who was the most famous person to visit my profile in the last 3 years? It doesnt need to be a mutual, don’t tag them, just say who it was using handle without the @ sign.
The Alpha Investor retweeted
Here's the best thing you'll read all weekend
Buffett's eulogy to Munger
Freedom is never more than one generation away from extinction. We didn't pass it to our children in the bloodstream. It must be fought for, protected, and handed on for them to do the same, or one day we will spend our sunset years telling our children …
- Ronald Reagan
I have seen more boring football games than the Hall of Fame Game, but we call it soccer in this country. 🏈⚽️
A must read for options traders imo.
A walk-thru of the new post:
notion.moontowermeta.com/cov…
This homework explains why selling covered calls or cash-secured puts is not income. In fact, you'll see that options are always volatility trades.
...and appreciate just how deeply insightful put-call parity is.
The Alpha Investor retweeted
Options models are wrong.
Implied volatility is not the same over the life of an option.
Prove it with volatility surfaces.
Here's how to do it in Python (step by step):
The Alpha Investor retweeted
Most algorithmic traders only focus on the trade signal.
Then they wonder why they lose money.
It's not the signal that's most important.
It's the filter.
Here are 9 of the most popular filters everyone should know (with Python code):
The Alpha Investor retweeted
"Empirically, [equity] valuation ratios…such as the price-book ratio or price-earnings ratio…primarily predict future returns and only modestly predict future earnings growth.” papers.ssrn.com/sol3/papers.… 🇺🇦
The Alpha Investor retweeted
Visual explanations of core machine learning concepts mlu-explain.github.io/ 🇺🇦
