The human part of machine learning forecasts

The human part of machine learning forecasts

I’ve seen a few videos showing a robot making a burger (here’s one of RoboBurger for example). It seems pretty impressive that a machine can create a fresh burger. However, one thing seems missing in those videos. How do the ingredients get there? That...

Takeaways from Eagle Alpha London 2024

Over the years the number of datasets which have come to the market have increased significantly. How do data buyers in the buy and sell side find such data? One way has been to approach individual sources of data, whether it is data vendors or corporates, ie. through...
Takeaways from Berkshire Hathaway 2024

Takeaways from Berkshire Hathaway 2024

It’s springtime in Omaha. It can mean only one thing, the Berkshire Hathaway shareholder meeting is back in town. It is a relatively unusual event in the financial calendar. Whilst obviously the primary purpose is to discuss how Berkshire Hathaway has been...
Using experience in financial research

Using experience in financial research

I end up buying a lot of books. Inevitably, I end up reading far fewer books than I end up buying. The unread books peer at me from my bookcase, knowing they’ll likely never be read. One book which I bought recently and immediately started reading was the...
Forecasts and decisions

Forecasts and decisions

A lot of measurements go into the perfect burger. First, there’s the patty. What is the weight of the patty? How much fat is in the patty? Then there’s the other parts. How much lettuce? How much onion? How large should the bun be? All these proportions...
We still need to learn to code

We still need to learn to code

If I go to burger joint somewhere outside the UK, I’ll usually look at the price and mentally convert it into GBP. I guess I could use a calculator, but it seems slightly pointless. Traders use Excel all the time, but it doesn’t negate the need to be numerate. Would a...