davinci26
* it is super extensible * truly open-source and open to contributions by companies * the codebase is really modern and easy to reason about
By adding so much surface area so high up you create a lever for winds to create torque to cape size the vessel.
The way sailing boats circumvent this issue is by having a big long metallic fin at the bottom of the boat(called keel). The keel counteracts the torque of the wind when the boat rotates and brings it back to a steady position.
The problem is that ports have fixed depth so if you modify an existing cargo ship with a keel it will no longer fit into the commercial ports
I am using notion now and everything is there so if there was an integration with it I would 100% use it
I think because of the app the user is "forced" to concentrate and use the whole screen of the app (especially for the phone) it enables a more immersive experience. Whereas most browser apps feel like a transactional thing.
Msft is pushing on react-native-windows and macOS has project catalyst. React-native is making cross-platforms native apps viable.
Apps are way more immersive than the browser and it allows the developer to give a gamification experience.
> Also, how much leverage are you taking on? Equal to the value of the portfolio since this how much you need to have 1-1 hedge. The hedging instrument is just short selling the stock.
> Puru Saxena has a different portfolio.
I am inspired by the hedging mechanism that he uses and I started with the same technical triggers.
> The type of hedging you describe in your example is equivalent to just selling the shares, but a little worse.
I see what you are saying and I agree with it.
I am not sure if it is actually worse. Avoiding a tax event on your long position (which in the long run is the most profitable) is actually really important as you more capital to compound.
I know of Quantopian but I have never used and the calculation seemed simple enough to do with vanilla python/pandas. I did not think of using vector of weights, that would be a better approach and much more scalable.
360 would probably be a better number. https://www.investopedia.com/terms/c/commercial-year.asp for CAGR calculation. I did that for the interest but forgot about it in the CAGR.
Why I am doing this:
- Improve my business (learn about different business models) - Improve my product sense - Hearing good CEOs talking at their investors is a great lesson.
What I am building:
- Use Azure to automate stuff and set up notifications for events I am interested in.
- Use python to backtest strategies.
I wrote this thing last week https://medium.com/@davinci260/why-only-buy-when-you-can-als...