Marco Goldin (@inmediaref) 's Twitter Profile
Marco Goldin

@inmediaref

Data Engineering & Machine Learning Consultant | Passionate about value investing. Opinions are my own. Nothing on this timeline constitutes financial advice.

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linkhttps://medium.com/@inmediaref calendar_today26-07-2013 07:18:13

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Marco Goldin (@inmediaref) 's Twitter Profile Photo

Oscar Health, Liquidity runway snapshot $OSCR I wanted to estimate how many months of cash runway Oscar Health has before it would need new debt or hit sustained profitability. I looked at it three ways: - LFCF view: based on year-to-date Levered Free Cash Flow. - Core view:

Oscar Health, Liquidity runway snapshot
$OSCR

I wanted to estimate how many months of cash runway Oscar Health has before it would need new debt or hit sustained profitability. I looked at it three ways:

- LFCF view: based on year-to-date Levered Free Cash Flow.

- Core view:
Marco Goldin (@inmediaref) 's Twitter Profile Photo

imho from a strategic perspective, investing in xAI aligns well with Tesla's long-term goals in AI-driven technologies. If you can't understand it, well, corporate finance is tough, i get it. $TSLA

Marco Goldin (@inmediaref) 's Twitter Profile Photo

I find it fascinating that a 2024 study draws from Prospect Theory, originally proposed in 1979 by Kahneman and Tversky. The research compares cash-secured put writing to two common alternatives, namely dollar-cost averaging and protective puts. It examines strategies designed

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

The time has come: On Wednesday, the Fed will cut rates for the first time in 2025 and "blame" a weak labor market. This will be just the 3rd year since 1996 with Fed rate cuts while the S&P 500 is at record highs. What happens next? Let us explain. (a thread)

The time has come:

On Wednesday, the Fed will cut rates for the first time in 2025 and "blame" a weak labor market.

This will be just the 3rd year since 1996 with Fed rate cuts while the S&P 500 is at record highs.

What happens next? Let us explain.

(a thread)
Marco Goldin (@inmediaref) 's Twitter Profile Photo

Leandro is undoubtedly one of my favorites in this sea of noise from chaotic fintwit. This observation alone would deserve a seminar at the NYU Stern School of Business: "if a durable company seems to be fairly priced according to an inverse DCF that drops the terminal growth

Marco Goldin (@inmediaref) 's Twitter Profile Photo

While everyone fixates on $TSLA 's EV delivery wobbles, dig into the statements: Q2 operating cash flow hit $2.5B despite $2.4B capex blitz on AI/robotics, keeping levered free cash positive at $146M and ballooning the cash hoard to $36.8B (up 20% YoY). Board's killing it with

Marco Goldin (@inmediaref) 's Twitter Profile Photo

Demis Hassabis has described ARC-AGI as a "great misunderstanding" and not a true test for AGI, arguing that anyone can label a benchmark as such without solid foundations. He views it as a limited test, not representative of general intelligence. Even François Chollet (the

Charlie Bilello (@charliebilello) 's Twitter Profile Photo

What are the historical odds that dollar-cost averaging (DCA) into stocks over 12 months will beat a lump sum investment? 32%. What about 36 months? 26%. The longer the DCA period, the lower the odds of beating a lump sum invested today. Video: youtube.com/watch?v=J_Df0W…

What are the historical odds that dollar-cost averaging (DCA) into stocks over 12 months will beat a lump sum investment? 32%.

What about 36 months? 26%.

The longer the DCA period, the lower the odds of beating a lump sum invested today.

Video: youtube.com/watch?v=J_Df0W…
Marco Goldin (@inmediaref) 's Twitter Profile Photo

This year, foreign investors have allocated more than 30% of their US financial assets to equities. So, who's going to break the news to the European trade unions fretting over market sovereignty?