Confluence: https://nitter.gq/t.co/o1mu7JVJZi. Culture, technology, and business.
New York, NY
Joined July 2011
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Lessons in Bias for Machine Learning:
Algorithms are only as good as their human instructors
thirdstream.substack.com/p/l… #AI #MachineLearning
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‘Do no harm’, attributed to the original Hippocratic Oath, is for physicians. If private equity firms had their own maxim for ethics it might look like this: ‘Insulate yourself from the consequences of your actions’. #healthcare #privateequity #LBO lnkd.in/e_CXV7YR
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Lofty soul, inspired talent, and the greatest bricklayer in history. lnkd.in/eURYy2aQ #Florence #Architecture #Morricone
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Data centers are an essential part of the businesses for 40 leading operators and suppliers of digital infrastructure. Together, they represent more than one-third of the #Nasdaq-100's weighting. #datacenters #AI $AAOI $RXT thirdstream.substack.com/p/s…
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For 1H 2023, 1,019 companies (avg. mc: $234M) in Third Stream Research's industry groups recorded an average gain of +12.0%. An emerging narrative indicates the gap between small growth and the market's leaders is primed to narrow. $ANAM $SGTX $INMN thirdstream.substack.com/p/e…
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What consumer confidence and stock price trends tell us about mean regression for emerging growth companies. thirdstream.substack.com/p/m…
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June 2023 Digest: Sizing Up Growth Stocks / eMagin This $EMAN / Watchlist Update $ORGS $PRPH / ‘Finfluencers’ vs. Pros. Despite surge in mega-techs and onset of S&P 500 bull market, our data on #emerginggrowth stocks indicate animal spirits remain tepid. thirdstream.substack.com/p/m…
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Our monthly/quarterly/annual digests explore investment trends in the emerging growth universe, highlight the performance of the 1,000+ companies tracked by Third Stream Research, and focus on our expanding watch list. thirdstream.substack.com/p/m…
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The stock market is currently rewarding emerging-growth companies in technology-intensive industries (particularly biotech) that are mature relative to the majority. Advantage is far less connected to present revenue than to stage of development. $ETNB
thirdstream.substack.com/p/e…
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Extreme Investing: With a 35.9% gain over the past year (as of 4/17/23), the fifth quintile topped the S&P 500 Index by over 41 percentage points. $ETNB
thirdstream.substack.com/p/e…
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Notable winners/Bitcoin miners rebound/Two exceptional biotech IPOs/Biopharma R&D dominated by emerging companies/A $PRPH addendum
thirdstream.substack.com/p/q…
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