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Remember a good interview with Pabrai where someone asked him if you could learn investing as an adult and he effectively said "no, it needs to be in your blood from a young age" lmao | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-17 | Z0FBQUFBQm9OZU1CMXROVk1zemc5azlhNXhVX25fVVpNYjkyenRISmFuQXpHSjR0Nk9EVVhaQzhDNVBlMDVVdG5Wbm1fVzZ3QkFxemRnaXlyVlR3V0pKOVk3SG4xcnUxM1E9PQ== | Z0FBQUFBQm9OZU1Jd0NJX0xKSGVfU3RicWlycW5RaFQxVl9keHgxMUF6LTA0Smt2c1NnSlBZSVVDWExjc1ZUUS1XVkdtQUUybEY0c0NmbGtremM4dlpkTzRIeDlWQWhjTk1BaW9TVVFuNFIzU2JUVVgwOVlUNmRaVTlNSUE5Q2otek11MlVQczIweXlTN01sSlEtR01lR08yWkZwVHUydjBfMzQ4NnpvT09kTFIzd3dDTFRvWnF2T1lucEhEaGpad0FzM0ZjQWJzc0l0MXhmOTNqRXBtRTQ5eFlhVXhhNEs1TXBocC1QV0JaT2tsYVdicUVQT3NUST0= |
lol risk adjusted would be even worse! Bigger than market drawdowns with returns below market… | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-17 | Z0FBQUFBQm9OZU1CRjMwSm9FVXItR0VKdFpnMVZmVEF4SVh1N2cxemhQZWcyR2I4Tlc3OFdzcXBNZmlOVzNOa2RIM1FSdUZhZTR0OTRSTWZIdnRGbzdYdFRTWVBjelRNRVJLYndvR3hBWHNkRThBZnlTOFVHdDQ9 | Z0FBQUFBQm9OZU1JbGFXU1NPYnBBVXptemFyakUtN1g1dkw4ZlZybVl0NHhlbTFMWE56c084eW1jMXhtOC1qWklHWnp5Mk0ycDNRX0NlZzZWV0xFZVdsSGtOUnRKeVpNSFk1VVRya1JIVzJuM0FLVlVETjlPTG1PTUFOenNqSmFOVURiMDJTUXVMYkg5UEZmREE0aktRVFZDaEM4azc0Y25GNEpIUldLUHZoaVlqeGR2cWVYbGQwbE5yTFBXUVo0TkU1RzhPTk9jYnA5TXJ2WFFYcGV6WTVrVWNnSHRKOC03eDBROFFFMDVuUVU2SDZXejI3RmZjMD0= |
Just looking at the numbers, he’s going to have to skip to “uncorrelated” returns… | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-17 | Z0FBQUFBQm9OZU1COXdxWG9ZcnMzUkZEeDQzOWJwZEpERGRxYjU4dF92ZVpjZVE4TlBJLV9tZDFTWHRieHpETi1rWWF6OUpHMmdNZk9TbU9aWDVkSnZGTFlqM2VtOGpHa2c9PQ== | Z0FBQUFBQm9OZU1JRzNZZW80Skl6SWd4cHNFQmMwNEcyR0lsaDQ1SnZlNmhWWm5vMFFMRjlZVS1tSW1sZWRuR0d5RHBVNjBveDV2cTdUN1VwcDNSR2hrb2JiYXBacWxLeS1fMThQUWdsTmdFekR1bWpmYXZZbE52ZUpmaXNEdGpWNklJcXJCYV9YMEF6SHdVa053d0lSMUpUZDVLUnJqUkRFZjZ3ek1RT1YyQ1lzRTFodlNGSG53eWx4SGpydXZVVlFPZ0xqUEhMZmFSN3RaVS02bjlZZlN0N2N1T1R3QVNJaUhMOWlDc3A1cmtrd0NBYmVSSE5Baz0= |
He's yet to release it, but I reckon sometime in the next 2 weeks. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-17 | Z0FBQUFBQm9OZU1CZEtESjJobkdCSko1WmV1ckZpR0FPck5ucFJhQWk4T3Z2WlJzYlI5bExwOXlFR2dQQ0w0Z09oZHhvQ2d5ZUk4VmhIY1h6TVpDdXhockpQclZfSEEwcmc9PQ== | Z0FBQUFBQm9OZU1JT2xjRVA2SmlKZlo5cmc0bDZnd09VTndZWGs5dkVvdkxJS2ZTMFRDLUZQZjNXYkFuVWRnWU01SEg2RE9RX0U5dUhwdHI1SlFtTXc4dXJRajZVNFhPbWJZSnNPb2dkMmVXMEFuUkUzS2t2ZEh0cGQwWTltOHBYZmNCbFZSMUtzR1pKVzI3emNsV1U0OUNsdkViOWdBNnVvckk3YXptMXBlb1Y3Ui16dFFwODFyYms0Z2xpMHZDN3BXNFlDWm9aYl9j |
I am more surprised that he’s consistently underperformed in most years, whether it’s an up or down year for the broader market. He had 3 -10% or worse years in just last 10, while the market had 1. I wonder how his AUM has trended since inception, especially with the rise of platform model? | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-17 | Z0FBQUFBQm9OZU1CeklZSjZMWE10UkMxSTJOM1l3Z2ZUeDZoWHZjSkswbjVOOWRPckUzeFhGTS1QQkdINC12THJTY2NUdkxRY2oyb00ya082ckxxTVF2aV90Q0VqbTg3YlE9PQ== | Z0FBQUFBQm9OZU1JVE9YcE5fTUp2anNOT3lRQ2pqbHplYjdaSFcxd0JfMnQwZ09yOXVzMFVKdWFJSTU1Q0NpOUlacm9uSUFUTV9WUXNLZmgwX2kzQ0ZkZGFVNlA3djVaVVk1V2ltVkxhNGhoVzdidUhWQ0RsM3JWNnEwd0hRMFdXbTk4OGJaRi1rUVhtY092WWxnY2FsWHU0MjhfWklXVEtxUjBvYlE3TlVoYkhfRzVtLUVYSFVCVGdXb0ZZdF81RmloNDVlekNPbjMwdmJFY25UZmNVQXk5VTdYZmp4dGFTRVJsR3ZDR2I4a0hxcGQtcXpDTlRKbz0= |
Here are my two cents basis triangulating his comments and this performance. He has mentioned either later in 2023 or early 2024 that he is beating S&P across all vintages. Given what he has done in Turkey alone is enough to take care of all the underperformance in my view. In fact, I had heard that he wound up this vehicle after making them whole but in all likelihood, this doesn’t have enough Turkey in them :) | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-17 | Z0FBQUFBQm9OZU1CU25XenhIanVmR29IdWNKVE9zUi03cGtxakdFVlkxVjNhdkcwd1J6MmtrNDNwOE9xcjdDVGl3dHpPVDVKaTFqTGNVU3lHRUZTdVdrRjE2MjJXajRaOXc9PQ== | Z0FBQUFBQm9OZU1JZ3RNX2U5bW02NVdFb2ZGUUE4MVROaE93QXl6cXRLWkUxaDdlRF9WMzFzVzJKQWt1TU02VGZMRHhNXy1abW01UllpTW1zbXB3c1l5Z3M1dzhXWFkxcHBvblRvaEYzaFRsS2k3SU9SSVc0R2JMQUhwZUhqd1hFNEFOb0x2c29VOEJwTmVRY3hfVEFwZmFtNFBVRTdjRXN6S3NESThabHBpcGFVclF2YWZOOV9ic1lCRnBxVUpNTTdiR0dGVExtd2pRbTN5UnRkT0liVHFibkxpdWpiclN5SDkzRVhNTVZnMHNrWTlkakdDcGllWT0= |
He is a bit short of $1bn across funds and MF from what I remember from his MF presentation | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-17 | Z0FBQUFBQm9OZU1CekFzZ3FBVmJVaEctQTJuc0FseWN4U3lmellQMmEtRTh0cnowbWFud0tNUVlnUW5PYzFDUVV1dUZYdkZvSVlMMFBWR0hadDJzeEVNOXpKOXF4Z0x6NHc9PQ== | Z0FBQUFBQm9OZU1JRXQ4Y0JXNkFsSEdjRFFIeU1wUVMxX2xjREhkSFktQWtWQ2VDSDM5VjZ2ZjdkNW9ieWVjT1NZcmtRWkJ0Sm9ra3VSNkpRTkVwM0o4cEVFT3owTXRfa0Q4M3NLRWltYU12alJIM3REbklveFVWcmtsZlRTSDljSjdWd21WUnlXNXNTU3pmZldEaFlnSlFIY1ZNQ2N1MTgyZVpraFFXb0tzX3JHZlhORVZFaU5BZ2Q4djAyVUhkS2xYS1hhZHA5LWNiUmttV2VEVE1DWnMxV01hUk91M1F2Y19CajhfVHljNlhIV3hic3Bxc3VFND0= |
I can tell you that Pabrai has a serious marketing operation aimed at first-generation Indian-Americans. And he fully exploits his friendship with Munger and Buffett. I don't know why Buffett hasn't told him to cool it. Probably figures it's not worth the hassle at his age. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-17 | Z0FBQUFBQm9OZU1COVZ5ZEl4clZhcGJhRXF1OGNCLWh0dTV2dVNrQWs0MC1DUFZ1QXFFWW9WQWFNZWVBS0FhMWprOXJjdm1kV3QtWmFKOUQ2ZzZ0TlZKczJVeS1CZ1Q0SGc9PQ== | Z0FBQUFBQm9OZU1JcHpxbVI1bnNYT3dtMWNVOFRWT0J2cFZxV19nYmFCeFBwNW9qZncxTDFEcHVnQzZhZnk5S282OFVnM3Rrb29DT0hiMDZrYlVUUzNYOVN1SVdJVVc3NUk2NEx6OF9NeDUtQzRiajJmQm5vaVJ1a0hYUTdySkRMZmYtWlMzQ2lxRVBaend0TVdZeDBhQzRieUZaLUJGLWJCNlVOaEpiQ1dUWm5rUXlESnRnTk5PR2NXN0JSMXR1dFRWa2trcUk0UVNOc2gtNnZleEZ5NUtNUk9oMnRTby1TdHJFR1pMUGNqSWZYbUkwNV9WMWZUQT0= |
Outside of using your own network, how do you go about getting an understanding of the 'buy side consensus' (as opposed to the 'sell side consensus')?
I know there are certain providers online but it seems like most of those are more 'tips' based than actual aggregating of modelling outputs, etc. | r/securityanalysis | post | r/SecurityAnalysis | 2025-02-17 | Z0FBQUFBQm9OZU1CWlZOVTBRQzJNdGlwMlNjTEhyXzdEUlloUUdBZkhTdUJWTzRaa3plNVV0a1U1QkZiQjh1SFlxbnE1VVJFWHp5RUJZZFlMRTNIR2tudE9TLUNXRVJrbWc9PQ== | Z0FBQUFBQm9OZU1JZ0w2WGJTTl92SHRGSi1tYVU1VzBoa2twU0U3M0FYU3lIMDRNd3N6WTc3VWExeHVpakFVdFFFT1YtdVJnS3BDYkZnaC1NQm9naE5EVkVMLXpEUjNpQURVQnA0RE0wNUZZbmkzNkV3T011ekJ5ZVRzNV9GN0hOblNCZ0xkdklfSnRvOHFWMEQtNFN2aEJyUURxVXE3RW5jZkkxRVRwR1E0cTZHbUEwblZPdzdjPQ== |
Is it possible to update the Google Drive link? No longer works. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-17 | Z0FBQUFBQm9OZU1CWkhOVEtEUVZmNGZUbzVLWl9JcURHVDhPV29Sb3FVWnZwdzVvaEdGVGdhYmUybnVmdTE3WVF3cW0xaGVUOVE0dHp0YnhONTdVYm9EQnNvTEFyYmNjVlE9PQ== | Z0FBQUFBQm9OZU1JNkV2RUUxd0dleXM2d2x3cFh2R3pralhKcVdVWkVGVG1RQlVTdF9QZ09SRk8zY2YyN0tDQnNHRHZYZnpSTG83OV92d3hCWlp0dE5iT1RoVUU3cVFGS3Yyb196TFVTSENXZHoyQ3FYUWpteFE3XzBwclJSZUc4Q3BYcTZzYk1sMEdhdzNCd3BpUi1XNWdrdlhXa1hJdVQ0ak5BbUxXS0hvbFd6b1BWX0ltbENCMXpCS3lYWTF1dm5RVHpIV19Vd2xv |
I've been working on a project to test and optimize baseball lineups, and I thought people here might find it interesting or useful.
What It Does:
- Simulates lineups to estimate their average scoring potential.
- Optimizes lineup construction by identifying the lineup that maximizes run scoring.
How It Works:
1. You enter player statistics.
2. These stats are converted into probabilities to simulate plate appearances and full games.
3. Thousands of games are simulated to calculate average runs scored.
4. The optimizer runs through all 362,880 possible lineups to find the best one.
If you’re interested, check it out at LineupSim.com and let me know what you think! I would love to hear feedback. | r/sportsanalytics | post | r/sportsanalytics | 2025-02-17 | Z0FBQUFBQm9OZU1CQXRRWnNTVkdtXzN0RTFab1k5WnJwRFN4NUVkaVoxX01HVzllMzdSZ3NOTFgzOS0zVDZBLWt5V0hkLXV3NXdsMmM3LWxUV0xmcXc2RHlTcVd0cFVYcWJkUTdSZTlIS3ZaQUY4WHdyQ21DQzA9 | Z0FBQUFBQm9OZU1JZmh6VGktYndoS3dVblhvOXRfaW13QVBYRWlreTVybEhJd21hSDlULU5qeC1xYXV6ck5TWmxaMEdoZExBazZLelZONHVSZVUxSEk3M3NmTzNaeUxSNmZ5a1FCanlLaWx6aUl0TXRqbnA3WUxqRzVtYWNJTWNYQmNHalctSjVRM3pVUEJ5YWR4eVlZMW5PdkNqaVJzWDlDZzMtQy01Z3RoaVVlQnF2bnhleG00VnFRY2QwLW4wTGNSVlRWODlOb3lyalFTNlZqRW9LaUpIVlNXS1BZWXBiQT09 |
No online source. Easiest, if you have a buy side seat is to ask the sell side. They usually have a sense. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-17 | Z0FBQUFBQm9OZU1CVlV1TTM4VGVkNzdrQ1FXaXI1ZGpNLXJwSVU3Rm90dllldGpBb2xYeFRpXzVqckxsOWNXZXdkMERIaEp2OTh1MDdsSzBtalhMWm9xT1Y3SmpodkhiaV9xU2dpUFdtUUtSY1dPazlxZ1hBN009 | Z0FBQUFBQm9OZU1JZDVVUkZfamM5clhpcWQ3OU1lS0ZOQWY2ZlN1Q3FPYmgtTHozV2NYM0FNX01UM21VQW85UnJvQmdxaWZaZFVXbkpUSmUyQ3MxS0xiTVdVSzMxYXR1WFNoNlVrbG5oT3lDdVJHdDExeVVhSFZGNGZ3SGE0YkFrQl9YZGE1SjBrRks0WElCbVFBQkRONjNnN3dtMVRPM1d3cmdma3hwZFdDS2N2bTNZMW1nTlBxanJ6OFBURm1QcWZSSTVFT0ZWdjRr |
I was doing research on NIL, specifically in the realm of College Basketball, and I was wondering if it's possible to determine what a player is worth based on their stats. Would it be possible to take the know NIL deals throughout college basketball and use it to see how much each statistic is worth. I want to see if it would be possible to estimate a players expected NIL worth. | r/sportsanalytics | post | r/sportsanalytics | 2025-02-18 | Z0FBQUFBQm9OZU1CZUpRTm5TRGZ2blM3MzVjNUltamZ6SU1xQlhiS3NTM1NxVm9oS3pMS01mQ0ZqR2M2Z2NtTy1WV2QwaDN1RW9SSW9aQzg3WDJ4bVlENDBTT2ZwekdWR0dDMnY2RDBrYmFRbEh4bU1adkFsQU09 | Z0FBQUFBQm9OZU1JQ1RIbVBCNUxwLUxfTWtXY2Fsd2xtMVZrNG5uUFRlenB5YzB5SXZwbGdfRlBJenI0aHJka3ZiSkRPLVhSdm82OTNfWThkZWxLcVlSeGF5LVRUd2FwRm9VUldIUVZqNWViRDVYV2ExWXNYdUw4YkQ5UWtJZmFaaXRzdnFNSDNZd0Fwc2RqWlNGMWo5dFo2MmNLdWh2ODVqWjdsS2VDbmVzZFFBUjFGU1QzbGVsNE5LV2tkbjdzZnlFaURQT1VaQ2JXMm1WVml4MjJyVkJyS1ROQjJwQUF4Zz09 |
Would anybody be interested in pbp data for Division 2 American football? Finally got my scraper working | r/sportsanalytics | post | r/sportsanalytics | 2025-02-18 | Z0FBQUFBQm9OZU1CSWNSdFVRRjhIV3NqMnNENm5Vd1lXMlJOa1RMYVlmY0VENEFTMzhjNXh2ZU5DYWJHX3ltSjhnYmg3Nlh2bnlscjY0TjA0bXlPa3lpanhrMnQ0S0FveUE9PQ== | Z0FBQUFBQm9OZU1Ja0J1TjZEbnBuWjIyMUd2UGdfRnd3WEt2dDNuSkJWdkYyUnRRTndWazNmeFlGblA4d1lHbVAydnF2REhNU05hVjJ0ME1vcTBiQ203cnkwUFRuVnVrdTJlUGhBS1R4X2ZKa2NoYkxQUmlrUllLbWlIdkxaSm1nVnJmclA0bVdqdjZqSUVpVC1tdVYxMEE1TFZKWDBBeXg1TlRJOU16WWdRYm11QURnbG0zbnBRWUIxdHRPYjFrRTJWODFsWHlBVV8y |
I'm a graduate student conducting research on sports data collection. I'm studying business and electrical engineering and am specifically interested in looking a non-traditional (beyond video) collection platforms applied to sports, e.g. incorporating other modalities like LiDAR, wearable sensors, rf/bluetooth, audio, etc.
Wondering what rabbit holes others have gone down in this sector? As I understand it, SportRadar and Genius Sports have captured most of the US professional market (for the actual data collection). Why and How? What companies are disrupting this space? What ideas do you have?
Curious what feedback I can get from a quickly made landing page like this:
[https://v0.dev/chat/modern-landing-page-obwKgj7ZmJR?b=b\_SGW3NRL0udP](https://v0.dev/chat/modern-landing-page-obwKgj7ZmJR?b=b_SGW3NRL0udP) | r/sportsanalytics | post | r/sportsanalytics | 2025-02-18 | Z0FBQUFBQm9OZU1CempYLUdwYzdROGd1NVVsanlrU09jNlVOY3JPY2owclRZMFgxQ0N4STJqSGdMRWFISm93UzZHTFI0cUlJZE1ta1ZyLWRTR2I1b2dFVk15ZUwyWGZ6Snc9PQ== | Z0FBQUFBQm9OZU1JOFFaNjFrUEcxdDRUSFk5RVpjWE1zTjhpbUxsZ0pIZkt0dDZiamR1LTdxSU1KNmdZRmVRT0d2TnpRUHBxY1RpODdiY3hlZHNPQVd4OHBrTnhHa3JibndHQW9HMXhxUWstNEkyTkdDaDJ6R3BXVW1QZmhneUQwR0pCTVhzaFlWMy1YZmNSNWd2S2dMb2lKNHRiUlRaSWVHWGluX1FBMHdEaXZDcXYwZC0zRjM0S2l4MldKX1czSE5OQno0SFg3ZVVGTHV0LUU5dDVTWlY1UTRlMWdfY2Z6UT09 |
# I’m a professional sports bettor with a deep understanding of how to find edges in betting markets. I’m looking for a highly skilled programmer to partner with me in building predictive models that can outperform sportsbooks. This is a fully remote, flexible role with no formal hours—you work at your own pace, and we share in the profits if we build something successful.
# What You’ll Be Doing:
* Scraping & structuring sports data from APIs and websites.
* Building predictive models (machine learning, regression models, simulations).
* Automating data pipelines for real-time analysis.
* Iterating & optimizing models based on real betting performance.
# Who I’m Looking For:
* Strong Python skills (Pandas, NumPy, SQL).
* Experience with web scraping (BeautifulSoup, Selenium, APIs).
* Familiarity with machine learning frameworks (scikit-learn, XGBoost, TensorFlow).
* Able to work quickly, test ideas, and refine models efficiently.
* No sports knowledge needed—I handle that side.
# Why This is a Unique Opportunity:
* Profit-sharing model – If we build a winning system, we both benefit.
* Completely remote & flexible – No set hours, just execution.
* Real-world, high-stakes impact – Your work will have direct financial implications, not just theoretical outputs.
* Work on cutting-edge ML applications – A mix of finance, AI, and automation.
* Learn how to be a winning sports bettor – While we develop these models, I can also teach you the fundamentals of profitable sports betting.
# How to Apply:
If this sounds interesting, send me a DM and I will give you my email where you can send me:
1. A brief description of your experience (especially with ML & data scraping).
2. Any past projects or GitHub links showcasing your skills.
3. Why this opportunity excites you.
This isn’t a typical job—it’s a **partnership** where we combine my betting expertise with your technical skills to build something profitable. If you’re a **driven coder looking for a real-world challenge**, I would love to talk.
\[Remote\] Seeking ML Engineer / Data Scientist for Sports Betting Models (Profit-Sharing Partnership)
I’m a professional sports bettor with a deep understanding of how to find edges in betting markets. I’m looking for a highly skilled programmer to partner with me in building predictive models that can outperform sportsbooks. This is a fully remote, flexible role with no formal hours—you work at your own pace, and we share in the profits if we build something successful.
# What You’ll Be Doing:
* Scraping & structuring sports data from APIs and websites.
* Building predictive models (machine learning, regression models, simulations).
* Automating data pipelines for real-time analysis.
* Iterating & optimizing models based on real betting performance.
# Who I’m Looking For:
* Strong Python skills (Pandas, NumPy, SQL).
* Experience with web scraping (BeautifulSoup, Selenium, APIs).
* Familiarity with machine learning frameworks (scikit-learn, XGBoost, TensorFlow).
* Able to work quickly, test ideas, and refine models efficiently.
* No sports knowledge needed—I handle that side.
# Why This is a Unique Opportunity:
* Profit-sharing model – If we build a winning system, we both benefit.
* Completely remote & flexible – No set hours, just execution.
* Real-world, high-stakes impact – Your work will have direct financial implications, not just theoretical outputs.
* Work on cutting-edge ML applications – A mix of finance, AI, and automation.
* Learn how to be a winning sports bettor – While we develop these models, I can also teach you the fundamentals of profitable sports betting.
# How to Apply:
If this sounds interesting, send me a DM and I will give you my email where you can send me:
1. A brief description of your experience (especially with ML & data scraping).
2. Any past projects or GitHub links showcasing your skills.
3. Why this opportunity excites you.
This isn’t a typical job—it’s a **partnership** where we combine my betting expertise with your technical skills to build something profitable. If you’re a **driven coder looking for a real-world challenge**, I would love to talk. | r/sportsanalytics | post | r/sportsanalytics | 2025-02-18 | Z0FBQUFBQm9OZU1CVVBVYkhlTld0Y0RxZWExazhNOTdYN1F6ZWlLVjNDalREcThGZHF5OEEzdUg2UGsyRnhVbjlrdGpJVDZkbUZnYUFpb2VvZkNNZGVKT0ZwcXlNXzBycnRxX0N5TGd3Q0lkN1BCanlHaURob009 | Z0FBQUFBQm9OZU1JUG5Sa1R1N0IzT2czTS1xbTBCcGxvcHJUQ19vZWh2VTFnVWRsdElGVUp3TGxvLXdLdXA2VXJ2eC14TG9QMXE5QUxwUDNSd0VjR29yMGdta0duTDFpYXAzaTNhby1sZzNMX2dYUXkwVW0tUEp3eHRaSGVvdEF5WXFBcXFLZHBEUm1fbTFrYW5TRGU1bVhQeHA5b0pOSGpodFdNMEdvUWFaeFprSXhWQ2dYTDFhS2o3MkREXzZqalRBQi1oa3EzaDNMRDkxWUdUY2FISnVnN0FTLVFsWmJBQT09 |
Emeth Value Capital.[chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.emethvaluecapital.com/\_files/ugd/b2ee4c\_17e4e33398384e2881b862a7ad1732ab.pdf](https://www.emethvaluecapital.com/_files/ugd/b2ee4c_17e4e33398384e2881b862a7ad1732ab.pdf) | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-18 | Z0FBQUFBQm9OZU1CMGpRVF9YRDdsUkl2MnU0alM4dVRjTjlvbXp0U29OdXFHRmFpaFMzT0x3elRfZUZabVNXU1luQXJQVWZrd1JZa3BleWo5SF8yWnNORHV2MjhKdGZ1UGc9PQ== | Z0FBQUFBQm9OZU1JcGE4akFjdzhRTlh2akVhVnNqQXd3cFQxREwyQW5YT2VLenE5YVEwVy1QUTFBT3V0dlBNczVJdUNEYzJuVGI1X0RVUEpYZ1NZUUZRTHVsaGw2a2hDREJOcUI4M2g0R3VqUFkyOUVUR2ZpakF1NzREVVRZZ0dpNkk1VV8yS3dKOU9TLTZzcWJuNm5LSjZGZUtOOHdiU1k5TDN6anlSWkxTTWE2Q2NLc3ZsUzNjcWlvMXBPdlNlcTlHZWRYVDVWdWlQ |
Agreed. That’s the current method. Didn’t know if there was any other recommended method to get a broader sample. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-18 | Z0FBQUFBQm9OZU1CMjVOc3pZdllZVlhqc3c3bkp4bWkwUDVXRkJYMmFuOElVaFJiVkFoazlYb3FZWW1ZZURDVTFza1otVVF4elhnT2lLaWxPem9CTng5SHg5ZXFEUTN0U0E9PQ== | Z0FBQUFBQm9OZU1JTGZlUVhsSWRFRzJwOHEwWHpvUmFjOFJJQjJuNW56eEZ6VHZHTW1oQ0pGRTJUNllBX3BHRVlBei16ekFEWTdiWnRTRDJWS0ppeFFJZXAyX25uZzgzZDhlNTlNZjFNSmE1a01KWkdJN0JwbUtSYUxwcHBJaEV0UC11OW94b1Z3bjVvczJmQ1NQY3IyVUQ0WXd2bzRRVkRlcUNEeUVFclRqQmt2VlRWMEVwMm5SaGhpMHZlcjlwQ21VdGRXUU56M0Jo |
Given that half a million FIL is created every day, how likely is Filecoin to go down even more to below $1 in 2025? | r/filecoin | post | r/filecoin | 2025-02-18 | Z0FBQUFBQm9OZU1CU1FIdFB4Q3N0dDdQSnBubDhaTFZzaVRkbXFFX29nbGxfdjdYcURQcThkdEF1dTN4Tlh0MVA3UzM2dVNGeDdLUEpmV05PN3p4SmF3QVhUVGVEcDRrWFE9PQ== | Z0FBQUFBQm9OZU1JQjZNQm1ZNW1tTlQ2d1hQZzV5N2JhR1pjUnlISjR3RExsdlpZTXlaR2NSWng1TVNIc2lvbGExUkhIMXN4ZGhoMUpoRGVTUS1qUWxUWnlRWGZCRFhuRlFmTFFscEpFY185bGprZzNGVklnOW95Y2tZbkwtUE9venJ1TXhXc1Z1YzhwUEs4cDZNT0lJeXE4SVZWY2E3N2NOWGlyOE10WVhGdFJpOGx5UXJMamY5Y01PTmRQTmF2b3ZyTXpZVG1GSi0ycHJBVXFOUnNJbXd2aEhlamVQNmRPUT09 |
What is the alpha left if both buy and sell side are in consensus? | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-18 | Z0FBQUFBQm9OZU1CbXJrZWM1YkJYOWRwb1paX0czcW1IOXFHbm5pai03WjRJaGpiclJsMFQ0Y3QybE9wUE5jWEZBRFlNQ1U2M3hhU29nLWQtVDFRcXhiZl83WUJrTVQ2QWVQOXRPWWRoVmJ5ckpfdmI4aHYtNnc9 | Z0FBQUFBQm9OZU1Jc3lhaUFZeHJSUDZIYzNoN1Z0LTZWMmJ5U2lRMnNKWW9MWTl2Y3JTSEFwblpxRF9IMVBYb1NRbVUwTUFtcThHY1VYTlp5cE1UeUpHN0dLa2lMVnhFMUVJOXl2VXdXRnpsbDlKeFdOVVRlSmxHZ1FKUHVjTklfbkRtRm1JdnhZcGVpQzhVSmVXbnhFS0NrUXhzT3BxNnFXSzRvRDJnSV9hOVBOa1NHdjRjX05vNDJNdnZDVk5BejY4UEcwMXJLbDF5 |
Anyone who is looking to put serious money to work will due diligence and look at his track record. Nobody is doing charity here | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-18 | Z0FBQUFBQm9OZU1CSTZQcGlVenlHNVM3Y0xCYmR2aHVoZ3oyRnFvRnkxTUdUTEtPQVBhOFJqTXVneG9aOWVpZm1HY3NoLWFwdUMzUUFfQWtWdURNeXJxUF82T0xTZklEOWc9PQ== | Z0FBQUFBQm9OZU1JeVdLMlJEUWFwZmlBWVFjcHI2TUx6cmk1bVVKYng4WHlCc3lYU296ZkRNekVjTi1OUllXV3U4TFpvcDEzT1g3T0xPSlg1SnZsbzJaSnpOcWMxWGtxa0hNUXp1Skt2T19zZ2FwajE5ZGdYMUtmaTF6N0VyUkZmM2NyRmtFS2QyTzh2VmFOV0p2TTVrWnotS0RscU9WY2NoaGY1UVU5UUh2RGpkTW12OU5FZFNsQU9OVkh6MFBzalpoSksxVFhqR3JaQkFhVUpZQ2w2dndkcVYtM3VqUHc0bTNUS0VKSVhLX1FQZEI4RGVVZl9vRT0= |
What cyclical industries or sub-industries do you believe are over earning right now? under earning? | r/securityanalysis | post | r/SecurityAnalysis | 2025-02-18 | Z0FBQUFBQm9OZU1CTUhtcDRxaDFINnZydk9oOC02VEFBRGRPY3FzdTRhdVdsRm5IdU1NSlhMbVI3N2diOHMyZGRMN3N6LUZ1dkdXelBKNnRNRVRDckdhOW0tUnY5bE5hM0E9PQ== | Z0FBQUFBQm9OZU1JNmRaYUFkM0lnWEhXTU1fcDBHYmYxZ21RWHBvb3NRLVBXeHJKcnZCYUx0U2NnM1g1MC14dXZWOVFIWDVQRnFhX3JldVBVNkxYeU00d1dCNnpibFhsOWZKcFkxZUlPR1NNY0tUeUlBMGVyaEI0TldsZW01QW13U08yanJvVG0yODV3X1BXYTBrb0lIbHByMEVNcE5mV0w1QjFHTHBQeU9vbWxhWkg0bFJkcldsUlQycG5MVlBBb3lqTXpUWlozakJG |
I am willing to know on how can I start in terms of football analytics and having it as a hobbie.
I love watching and understanding the game, and I see myself as having a "good eye". I usually only follow local first and second league (in Portugal), and some Premier League and Champions League. Once upon a time I loved to watch J League, but it is harder to find matches here in Portugal.
But besides having a "good eye" for things, I would love to know how to explore data to find quantitative reasons for my thinking, and also to explore some hidden patterns in the data.
In terms of current skills, I have a solid TI foundation. I have some knowledge of Python, PowerBI and SQL. I wanted to learn R back in the days but never fully explored it. I also can mess a bit around Linux, mainly on Ubuntu and Mint, and I was actually thinking of using it for this hobbie (Ubuntu in this case).
My main issue atm is understanding on how I can acquire data, and I still do not have a solid foundation in terms of API or scraping data.
So my question is: how can I start? Do you recommend any API or database to start? Any skill that I should also develop? Any specific article/video that has been helpful to you? | r/sportsanalytics | post | r/sportsanalytics | 2025-02-18 | Z0FBQUFBQm9OZU1CS1ZCbVI2dFpvYlp5RDFGV2NRRVpSd2NkNTVHOUNrOEdjTFpkMFd5b0doWW1lVVkzWnNYYnhRYjZNOU5ROTA2YS0wRFFGeUNVdkxhaFNUS21vQ3Y3bkE9PQ== | Z0FBQUFBQm9OZU1JdF9VWjhwMEFlanpWeEpxWGd6YWZQakpEamNBYzk4WHNFOEg3U2VpNTZiRUhtci1lc2x1NFpVSlNRcDlMbDNjVEdOMTVxVzdhempCU3hkX2tjRmVKZ1pTSHI1NEVEREhya1F1QnpQeC1uYUR0Wml1a1lnRFpRVFFxZzdpd2RXSTNsUFNGa0JDcENRR2dkNndBZWo2SjM2aHRZdlFWc2VPVEtpUXJuMTZ6ZWFJUVlsZF84eDg1MXdpcEs3WWtfZE9fTVNIOXllMDl5MHBiRnVLdE1UOHNTdz09 |
They’re two different consensus numbers and hence a divergence in expectations. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-18 | Z0FBQUFBQm9OZU1CV3JVSUdsSy1oVkJJblc5UFdZLWhjZjllbVRCS3Q3czc3WWQ5ZGJmZzY3QmtXcldpaWk2UlhaQjYwWklPbE50MjlwWkdUbmN6MnpaX2FYVExILUIyMWc9PQ== | Z0FBQUFBQm9OZU1JdnJjNW9Ja0dQOUswdnUzeHdLX0JKZlNubVJUWlpZbTdnVTU1bmlHbkMtRmZLVWFLOFNNQXphWHdSNFZQUHV6NlpwNS11SHh4em9ZekgyQWJ4X3RRazlMVHVuVFdGSTVSMVdHWlBVeVU0a0ZxV0RSakVSRzR0YWFlRWg5czB6YlgtS041LTlkRnlaV3ctSnNGVXZRZHlfOC1Pc3RzYkhUS1VWazg3UVd6STM5UXVLRDVVUkZmRUZkSnhEekVzcHRQ |
Hello!
I have been looking to automate match reports for the MLS similar to McKay Johns etc but I am having trouble finding the data. I’ve looked at fbref and American Soccer Analysis but I can’t figure out where they’re finding such in depth event data that involves x/y coordinates and even the event. I just wanted to see if anybody had any recommendations for a cheap API/resources where I can gather this data. Thanks! | r/sportsanalytics | post | r/sportsanalytics | 2025-02-19 | Z0FBQUFBQm9OZU1CWFh5RmxUNFVtNU53aTBBMEdBb2NYTTM4N21udDh2N0FSZU10YlhVMEh1Z2dFMDZ6MnFvYUpDMUdQMWpfVDZVUENpUWtCczhDaElKQXl2LU5kcm9kdHc9PQ== | Z0FBQUFBQm9OZU1JQVF3cmdySEZzd0p6UlAxVU5DenZiVW5naHQxRlNjV0RsRElKbXFONmgtUTR5c2c3c0JQMFFGeXdYVVRwamlISUxFSzI2ejlRTUp6dFd4dTVxNVJyU2c2T1lMUVd0TDNnYmpSbHVIdGxJUGk2SmZuYUNvQkcydkptcGZaZTB1bkM3YVRfU3pzRUNSX3RNcjFlaDhSZ2ZSSUxZSzRBSjJCdmNPVVdUXy1hLWlsQXJjNEF3eE5CaGZVMkRHaUJrd1ZpVWRVXzhhcnlrZEFsWDM5OU52aF9XUT09 |
Can you expand on what you mean by "across all vintages"?
What did he do in Turkey and why is his success there not reflected in outperformance in this set of annual results posted above?
I looks like first full year in this fund was 2004. I tried to be generous and look at different possible holding periods instead of just the whole 20 year period. You really have to contort your buy and sell dates in this fund to beat the SP500 in the same holding periods.
This is the standard playbook of funds. Once you develop a bad track in one fund, you just close it down and merge the clients into another fund that has better historical results. And you keep prominently advertising the historical results of the new fund in all your literature and account statements to your clients and hope they dont learn how to use a spreadsheet and calculate their own returns properly w.r.t. the benchmarks. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CLTJ3SEhtRmhrSGFKMjY1N2tnQ2pDbFZ6UlUzT1cwNkgwbVVrYUM3dTJKVDE4OEVRODE0S1hXSW5HOE5PcDN6eDFzTzg1bjRtZTJKS2ZibjNsSERUakE9PQ== | Z0FBQUFBQm9OZU1JS1ZrVmhQcG5HNGtfazQtdTV1TW0xekVKYjlSSWM2OFBrYkQzZndwSTh3cndjMVBJLWxvVk1kVnZva3AwTF96NksxOFdXUmtMcS1IaVB3TmNjUGduREJNb242OURMRGNkZVBuSTRNS3VqM0hRWXp2V2JsRlVwWkxxaDB3UVdMdWM2c0lUY3hNUFg5N0NUbVgtNFowY3FhVi1KWC1lZkt0bkpjd21iaUtlN2MyUDlTSm11R09xYXkway13bXpSMlJjR1ZHbnlNMkRhSEhabng1WG94bWJqMDhDN2NubzYwNThwRUFtcEw0bnBsdz0= |
https://assets.pershingsquareholdings.com/2025/02/11095543/2025-Annual-Investor-Presentation.pdf bill ackman | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CVEFzT0RNWW9waE4xWTA1YUNFMUJzek1Ed09qVGR1SmRhT2xBaEhFWW01dzIzbWlxVEhnOXA4ampuX0oyRnhROHNDbjRtVzJnUWhLdGd2TWRuYm5kTWc9PQ== | Z0FBQUFBQm9OZU1JMFB5MVJTZnFDbk4tZGI1NGJGR0RVVGFBUkNRbWpGc2Y2cnNNNXRpOGtwaWtOcFBZVXEtdXZBV2drTUlSbkV1U3NuU0ktd3RGZ3k4eEZDWnNHdkV4Mm1VODJTbFVJUFE0V1pKRXVOSXdPSnVSRWYwQVRNWTY4eE82ZW1BdFBfODRyQVhOb1FVTGZ0LTllX0JTekNsOG9LYUQtS0t4b1lTVklCVzREeHkxQTNwZks2MmlXSUJpT055Z3EyUDNjTGdG |
Hey r/sportsanalytics,
I've been working on a project to better quantify defensive impact in football and would love to get your thoughts. While attacking metrics like Expected Goals (xG) and Expected Threat (xT) have advanced significantly, defensive analytics still lacks similarly robust models. Inspired by Karun Singh’s Expected Threat (xT) model, I wanted to explore how we could apply a similar approach to defensive actions.
# What is xD?
The Expected Disruption (xD) model assigns a value to each pitch zone, indicating how defensive actions influence the game by reducing the opponent’s chance of scoring within the next five actions. It captures:
**Immediate disruption** – Actions that directly prevent an opponent’s progression (e.g., an interception, tackle, or block)
**Preventive disruption** – Actions that stop the ball from reaching high-threat areas, lowering the likelihood of a goal in the near future
# How xD works
* To quantify defensive impact, I built a model using StatsBomb event data from the 2015/16 season across the top five European leagues. The process includes: Tracking all defensive actions (pressures, tackles, interceptions, blocks, goalkeeping actions)
* Using a spatial framework (192 pitch zones) to assess defensive interventions
* Calculating disruption probabilities for stopping progression & preventing shots
* Incorporating a Transition Matrix to measure the effect of preventing ball movement into high-threat areas
* Combining these into a final xD score, which quantifies defensive effectiveness
This approach extends xT’s logic to defensive actions, allowing us to evaluate **how much** a defensive action disrupts an opponent's attack and influences their likelihood of scoring in subsequent actions.
# Key insights from the xD heatmap
I’ve included a heatmap visualization of xD, where the defending team's goal is positioned on the left-hand side. One key takeaway is that defensive disruptions closer to the opponent’s goal tend to have greater impact—emphasizing the importance of proactive defensive actions high up the pitch.
# Player analysis – the 2015/16 Premier League season (Leicester’s title Win)
To further explore xD in action, I analyzed defensive performances in the 2015/16 Premier League season, the year Leicester City won the league.
**Player-level insights:**
I’ve included bar charts showing the top 10 players in each pitch third based on possession-adjusted xD. This helps compare players fairly across teams with different playing styles.
Some results were expected, while others were more surprising. Troy Deeney topped the attacking third with his high ball recovery rate, while Romelu Lukaku was one of the most effective at pressing high up the pitch at Everton. In the middle third, N’Golo Kanté and Danny Drinkwater were the top two, reinforcing their importance in Leicester’s title-winning midfield. In the defensive third, Crystal Palace’s Player of the Season Scott Dann had the highest xD, alongside Virgil van Dijk and Wes Morgan.
This goes beyond just counting tackles and interceptions. xD helps show where and how defensive actions happen, giving more insight into a player’s role. It highlights players who disrupt play high up the pitch, those who win the ball back in midfield, and defenders who consistently prevent the ball from reaching dangerous areas. Just looking at raw defensive numbers doesn’t always capture that.
**Key questions I'd love your thoughts on**
**Where does xD fit within models like VAEP and OBV?** Unlike these models, which assess both positive and negative contributions, xD is purely defensive-focused. Does it complement them, or does its focus on disruption limit its broader applicability?
**Model assumptions:** Are there any flaws in my approach?
**Practical applications:** How do you see this model being used in football analysis? Would clubs, analysts, or fans find it useful in player evaluation or tactical assessments?
**General feedback:** Any and all thoughts are welcome!
Full write-up, xD heatmap, and player charts in my blog post: [https://u3mukher.github.io/x-stats/2024/12/12/xD.html](https://u3mukher.github.io/x-stats/2024/12/12/xD.html)
| r/sportsanalytics | post | r/sportsanalytics | 2025-02-19 | Z0FBQUFBQm9OZU1CdC1QTklQMXZiTE5LRjY2R3pGcG15bGNhczZDdm1JOXJ4cXdVSFFBYlhTTXVCMGlYdnJVNjNYWFpZRU1DeFloRFFnZS1TaVZBb21WTWY1VGRldTZiTzhFT3NEaW00ek5LNEJxc1p2VnlCc0E9 | Z0FBQUFBQm9OZU1JelF0TzQ4WkNXekkwQ1lHUDRDczM1R1RtZ0kxemprbDBDWmlOUFdYajJTQTZKM0owcFc5SS1Ga2F1am1yU2xaWXNvcXlhN1pWUHNZMXBxaUJ3RmxWUXN5UU80bGYyY2xKcHk4dmUtQXhRd2lxclVGRm8wU0pndk9vMDlrRGpabVFuMGNBQUlER1NsSHN6UGdDSXZpQ0xzWEY0a2ppTlBjSXBTWkFWTnJGeFJoQ2FzVGh5Qjd1SmtNeHYtcG03MjZoQlZvelVXSXZ5SnprenZJUDd4LTliQT09 |
Blue Tower
https://www.bluetowerasset.com/s/2024-Q4.pdf
+22.3% for 2024 | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CanpGRUpBOGgxVGhRMnl6TUFtS2FUQTQ4TjJndUpaY0N6ZUF1QmRMWDNwWFkwTU9jbEpJWHlJRDVhTkNjZFB2UnVuLVF4dTk3ZnJENWcwajVZQmZvOV9SSVVmUFlSQXNsdUdic3E1bW0yUlE9 | Z0FBQUFBQm9OZU1JeFBwNmxQMlZNLTV4RkxmNThnM2NRT3k4dW9QbHFzNTE2a0NyRnh4Vk5mUlhrcWFvb3c3MXJxRnZ2QWlLTlpyR2V3ZVBlQ1V3N1VaOUNGSm1aWFZSRWx6MHU1TzVDblozaVQ0Yk1GSE9JVVNTYXlSYnlzWGIxNFhva0l1dzMzek52eWs4WkkxZGVuMDFMaHpxRHlKVnpxbG9kS2xMZEdObzEtY0FGZ1lhcHp4TFdWU1M5c3hBV3M4NDA2MUVnRHB1 |
"across all vintages" means that across all his vehicles i.e. this is probably fund 4. The reason why it is not reflected here is that the allocation of turkey investments to this fund wasn't material. Only reason I can think of is that he wound up this vehicle after making investors whole after 2008 crisis (IIRC, it was around 2014) and then didn't accept new investments in this fund | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CdmhuSm9zZjh5X21KRHJWZ2YzVEs2QW1OVVZsN0VMRzAwTnNOaVBDSmxlaGQ1V29ld0EtUlZUa0hLRkxlNmZKWmFUd0pLTkRfMG9JUFdpZ2RaUDl1YlE9PQ== | Z0FBQUFBQm9OZU1JQzdPdWdOZzM5N295ZXVBSThxVkxLTGhlRVVMa2JaZkM0ckhrcHZxaUFhX0xFZkZXcWloc1NZeDc4MHRBdGxlQjh4VWpMZUc2WGpwVXNkYUt5ZXJ5ZUMxaGtKb2JkcmlIdldIdF8xMXRna25Ed2tsQW9lVEdsaUpRbjlDMFM1bU4tRER0X21TTUY4MXJ0SnVqLUJjV214bTFXTXlzZm1JTzV0dDlmRC1qb2g3UkpUXzZURUVxOVNZb1NWSTlCYXFpd25hX0YyWWRIXzBWV0w0TVNDdzN1dlltSDdqbzE0UUN2LVU2dGxXWGVZcz0= |
What a terrible investment record not even counting his coal bets that are tanking this year | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CS0ZGUi1KRHZ3aVl4a2Q5bi00TjY1UkZCYnJ5ZzhlTmRkZXE5Yi12MDdQWmI3bVJ0M2JHVk1YcmpHN2VtUVgtMG1iME1ScWVEOE5odG94QmRFajVSVVE9PQ== | Z0FBQUFBQm9OZU1Jc2U5TUMtSmJ6WEkwc20wOHF1R2p3Y3pwVll1WTg5Q1NTV0NBSFpoeVdObG5IYmFMeU55dUJyRHdFZUpBczlwYWRFTWF2eEN5TmNfSXBlakwxV3BneVViXzExOHVpRzdXMVR4QzJQbDM1NDZUTy1hS0J3ajRJUEtXMmZrZFRzelBmLS14SEVxSFNuNWV6dGZ2aFdpTnllQWxMbUZEVzN3cWZiQXpoZEVjNk5GcFd2NUYzM3FYZnlNZnlkRl8zUGZ4bFpkSjZ0RmdvZlFxSWZEdG9OcVdUQlE5SXNwcUIySEE3UmotTlJJWDkxVT0= |
His track record with PIF 1 and 2 are good although those figures are slightly skewed as Mohnish made most of his strong returns in the first ten years of the fund | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CT19wYWdDdExrcU13emVmdU1CdVdidWlLVzF5dm5nMktzdVVZcy04ckl5Qk93UUVwMm4tbURHY0V1RWN6MFNLTnJ3ZjdqelhFUEZNQ1BtRjFXSlhrNXc9PQ== | Z0FBQUFBQm9OZU1JZW12ODAwT1drQmVCRkxyblFnQWZodnU5NGh6OFNFOEQzUExROGo3WXpicU9aaUJTYUtfcnVLTzFnc0VmTGFlaWtaYkJZSDA0Q3ZPSi1yNjMyellFeE9qMXhDWE91SGcyMDF2RDNHdkhzR0FzQjhPYW42d1h6YkNOam1SOW5jU1ZkQ1hyYzBucGtIQ0U0Y1pIcmVnT3Z6X2hlUXk0Sm83U2JJLUw2SXQxVFhwOWUyYmFtbmZzSjBtaHdxSF8xSWJZTHZkb2IxanhGZllfeklud0pQX0xjNF9NaXk3N3l3LW9SMDQ2cE1LeGxWRT0= |
Well, being a great investor also means being consistent. A few years of underperformance is no big deal, but this is bad. The best investment portfolio’s have great performance from all angles all regions.
And by the way, talking about the first ten years, he recommended high net worth Microsoft employees to divest from Microsoft stock into his fund, because he claimed that Microsoft was way overvalued at the time (late 90s). Since that moment Microsoft have overperformed his fund by over 2x his first ten years included. That was some very poor advice from him. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1Cd3cxLXR0dXdrUlJ4ZDl3alNvZWViNWRZYVhDdzhUazY3RlVrOEJlSDgwV0szYVdMN1E0NUQzRkZqSG9PWnZFeG1HNDF3SWpDb3pieGJZWDZpVjZ5a2c9PQ== | Z0FBQUFBQm9OZU1JZmFMOUh6dkdqQWFEVWwxel9Ea2dhS2NSa2FITmZWY21GTTFNU093ZVYxeEJGWjdpYWZ4MlBSVDdwN2w0TDQtbXlIaTlXYzFIcHkwNmVKSElhWEQ3RnVlZ3NYUjRMNkFIcld1ZlJJS2xpNnFJdnZLbms3RjBxX1BqU0puRTBkXzFTWXM1M0djRE1OdGlWODNnemZHWkJzeHA2VkliWTY5QmVZVEJqWVJMMXB2LU1paFp4OFJ4cmtNRmNuekR4VUZJVHFXU3poLUxKam4xY1BfTkZnMHM1VzlNVnFvU1dJeHpROU1ja3g2S2M5WT0= |
No one is aggregating model outputs from the buyside. You need to talk to sell side traders and desk strategists to get an idea where buyside bogeys are for earnings and KPIs. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CYzlVTUJoQmJHVXBSVTJtc0pwU3hfNDZkOEM2aTJJUk10NVlJanhzYUlEeTI5LUNDLVJHRVdFQy1NRnBkcEczMHB0SEpyVHNVYWwwYzY4Mk9jMWh2d2c9PQ== | Z0FBQUFBQm9OZU1JMVZ2NExMSGNmVjZtMlVQWjBlZFlkTUNqT3c3X3VYWlpyb2xsMktCR1VsN21nbG1TNUx4ckI1Q3VSSUh5VnJRc2J0SEdYUlJQRmNMdUs0dlVzSkJOcjlEQXMxZTM3Nkg2VEhKdUZXS2pXR0thQndvMlJqT1ExOS1GbGxYbUhRLWZIbmF0bk40QWxOUHJabHROZG1Pc1NOWm5BZVdoS0wtWlE3TG9vLS02aGtqZUpLXzJGSEo5OGlYN2hTYW96Tklr |
That wasn’t true for for first 16 years i.e. from 1999 to 2015 | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CSzY5a3VQclVjM1BCcnZNS05HOGpHQWY4eHpCSU5UMEFNcTJyVUpiR01DbHQyZmh6RWFHeEhhaWhick04X0dpaV9DT05ZZkNNeVBySjNSeXZOX3c3alE9PQ== | Z0FBQUFBQm9OZU1JMnpfZFlMZUppZ0t2S29ITVl6YzVOTGZTN2pjQVVUVlNRdTY5OTBqOXRJeEE0Vm41QVdTY0NTblM2QmxKM1QzR2VjdjJFV01rb1RraWs2ckw5akdpV1dUNGFTRWhoejJGcE1xSElCREtfc0U3TGdZWU1mLUI3SS1rMVV5N01rTFZLdDgzR29mM2lJVlA0aERZUGIta2ZZUVVBdUUycVo5V3JjU2dfTVM3SmZ0VmFzX3BKU0xVOTlyXzNmY3hibUg1XzkyVWN2ZFBGb2NJMld0MUx3eGRrcVhKeUdpZVUtU05CTmlhaWd0djdXaz0= |
He even told this story post 2015. And we are long term investors instead of speculators right... This guy is a joke. Only look to his biggest US position AMR. Down from 450 to 165 in one year. This never happened ro Buffett and Munger to their highest conviction bet. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CZ2doWHplSDVwU0xSbENkbnQ2TW1zeTJBTmo0LUZ2V1JJNDRmUEhyaktWTmp4UkdsUnN0cUczaE9lMDVBUDZwbjNpVUhEb01yR185QU9OYWdVSUw0YUE9PQ== | Z0FBQUFBQm9OZU1JSU5EUkNOREhfRndRVTZzY1hDQUZpVzdncm14VWw1Nm5vT3l4YWVfY0hUZXZDZ3RvS1lHai1HVVNkT3BEV2ZXUmZMajRWekxPYVllbGpVbmJwVVN5VkduMmd3NHYtb1AtamduSl9kc2IxRE96TkJfcW9MMmpxbW1FbDg3NXd0WHJyOE5EM0FlSi1QVFFaRHJhZzdDczNwMXNjRzIta1FvR1pUMTlxMEZkdEFGaDNPLU1Ca0dVdEpTdU5CaEM2SGFpVllOS2JHUlFwQkRHZ1hDVFlVbkNZRS0tTk1Xay10b2UyQUhIdVdfM3dRMD0= |
Haha. Let’s do a thought experiment. Suppose you are a private investor in a met coal mine and commodity cycle turns. Would you just leave the business? I own AMR too and it is a one decision investment. Anytime I see comments like these, I am reminded of man in the arena comment. The question is he manages $1bn and has a net worth in 9 figures. What’s your scorecard? | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CSGN2S29ZbG5fWWxlR19LUDl4dldmeVYwdjdhQzBvcFdXbWZ2dFE4Rzk3UnlNM1JnaE9VOXlKRzB1X1JqdHpWVnZjT2x3d3N0Y2pzOHpQaUM3ekU2OXc9PQ== | Z0FBQUFBQm9OZU1JVUNLM25yU1FwS0Q5c29uY052ak41RUh3dW1oWVB4cVhqZWpoM195cks0a1o3dEFzTEwxb3pwSEo2aEU1a2FiaEY4aWp4OFJiNDdjZFVpbWtxWTlOUk1fR2RhaHRacE8zdHNnWXJqc21KYjFRWVh3S0pCNU9oMEsyR0dodVNwa3NCX3ZKT2lON2VQZ0wwMUVDRm5tc3QtQWFXTk8wbVRsT0tOSEJGZXdsMEdFWEdxOEVsZWZlQWdjUVBtMV9hM0JxUjE2dnh2MTNDZ05HbVpXWlBJMXh5TnhldVNlRjJISjB1YlF4cGNseEtCTT0= |
The cycle turns? What a surprise. Everyone knows stocks like AMR look cheap when they peak and Prabai took the bait. I agree with you that when you invest in a company it is not bad to be somewhat loyal to the business and the decision to invest should not be taken lightly. Your comments about my scorecard is irrelevant. Like Munger would say, focus on your innerscorecard. Oh and by the way, Munger would also value making money in a honest and honourful way. Prabai tosses everything in the bin | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CRjNvZlNYd0Y4V0g3cmxCb2Q3eElpSVJrWkV3bzVRUUptekl4ejZfVnFwT3hkSXF6UEUtX214N3VZdFpwWV9MWUlUMmpoNkt1Y1E5dXI0bVRpYlQxQ1E9PQ== | Z0FBQUFBQm9OZU1JTWUzQlcySVlKMXhNU0JmbEtvV2FXcjFabDNXQUlINmRCRG1vYTJSOTNlWXU0bXFJaDBsVlF4LVZSbVh6MWRCUll3Q0FLQldKS0YwTUt2WlBNQ0ltWVN3X0dBQ0ZJYlBpRWIxSFdWampPX0NTNDFyUjlYSFI0U2w1SGdZU3pITEtweTNCWTlPMmI5eExsTGtJVnB5NUs2eERxQWZOSzYtQnllTkhkLXZKdTRTR1ZkTEdtSnBnN005RGkzVm1PNWU2clUtT3ZITk1hWlN0SDNvOU41V1dkZWI3c01SWGwzeHAxakdUQmZ5bE9Fdz0= |
Au contraire! Pabrai tosses in the bin? Like how? He has sent 5-10k students to world’s best engineering and medical schools in India.
On AMR and coal specifically, 31-Dec-23 had $400 share price and people were calling him a genius and now that stock price is down, he is suddenly a village idiot.
As Munger would say, we knew we would get really rich but we were not in a hurry. Looks like you are man in a hurry.
Just for reference, last Steel boom was in 2007 and the most recent one came in 2022/23. To each his own I guess but one should be respectful of others in general, Superinvestors or not! | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CODFadXdLYW9TOC1COTNEVkthZFp2Y2dMWWN1XzQwLURjci04MXl2Qi0tVWNPalRjcjZwdzRwb3A5aGI4dkZkR0ZEZWFoX0VodEdjUlRWVDNFU1lHVnc9PQ== | Z0FBQUFBQm9OZU1Jd3dTU2c1VmpqSGQ5b1Vlbm5Bak1NZ2c5S0N3ekxfX3lpQVRBRU5CYUJucFp1d3pXazN3V0QxcDJSU0Y4c0hNb2U4T2U0SXhETFhYNUZLZHVvcUxKUjJMVy1GaGRYX0JmQVYzYUJtSUJLel9CUm1EWE9lbTdEM0NpTlEtT0pPU25EVmZOSXNRQ2hNbWRiQjhWdGxGeXpzN29kajVnTWRQc3BTZjRzWTdmR1I4ODZZS2k3SWE0R2h3SklXeWxzdzVRR2pza0JfTlRGWGh0bkV1eTExSlcxVWcwYlZEdGY4Mnd3SEduWTlsaGNyTT0= |
Prabai his largest buy ever is AMR and it is down 65% since last years all time high. His fund is already down 20%+ YTD. How can you take this guy serious? | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CYnB6ajRIeXFNc2tsRVl3cS1ZWGlOeFNKSy1feHNVcWh4bVZLY1lianZ5c2lnNlNlN2ZXZG5mbUMzQ1gyVE52RmtjSTNaRnMxZzRMUTRjX0NyaWRtWXc9PQ== | Z0FBQUFBQm9OZU1JSGJwZEwxaTdqSUU3Q0d5T3daZUlEejhSYnZtTWJMbmlUMmsxTjZhcllXLTRNRjZZMWlhaVhUenIxMWxfcGFxQVlSa3NfY3ljeFR5UUdGOFZVV0pLeHhMcEhHdUV1QzlRU3NmZmU4RFVkV1lGYVdZMnV3bVFYRkpqZHdXb3NqVm5DZE1ONUZ3OThhTmhVS0lhdk9OZUltLXVfT1M5UjlWSi1DVWFoamExZlQ3TTREcDZaZW9BODBDVDBpMDRJV2VTUE84VzRaNkxycnpHeUNiQ3RDNlNQYmlNMUdzY0ZGdkRoZXZzY2lsNFVFOD0= |
Thanks for the write-up. Regarding Mag 7: the risk is not the PE per-se, but rather how long the runway could be for present earnings. Take NVDA for example: Can they sustain earnings growth for 5 years / 10 years / 20 years? They very well could, but virtually every large Tech company and even many countries like China are at the gates of NVDA’s fortress. How long will NVDA’s moat hold up? Admittedly, I have no idea how to even approach answering this question. But there is a realistic chance that their moat will be challenged. That is actually the norm in capitalism. Take the “mag 7” equivalents of each of the last 10 decades- probably 90%-95% of these have been decimated by competitors and disrupters. NVDA might well having staying power, but there is a significant chance that a new entrant disrupts their business within the next decade. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-19 | Z0FBQUFBQm9OZU1CZ1dUNkdTeEJZcjJOY2ZEWGItbmttSzVieE5hYV9zZ01xcWJqc3JyOW9nZTZwTU92ZUtYSkNSZ3RfLWEyWmNiZlVqTlUzazd0c0hGb284Nk9zMUludHc9PQ== | Z0FBQUFBQm9OZU1JT2tCYjgxVmljWHBMS2tPQXN6NVdFdE13Ql9UUnZmY182QjRzc2syTTM1Z09lS1NzTG00bVdvamZVNVJQc1FNTUNnX3B4NDRRV3Z6WmZWWEpkbk8xWTNpb3M0bWZGbzBCQzlXZTk5TXRIemhfOHp4dzhsMnVVN0c3QXRxa2pxbkpHMEFHUDNEbmVqaFg5S28teXFZemJWdzNxLS1MOHB3cGtyUGpEdTFfVzk5WWVqOElCRWtDbk5XUFhKc0ozbU1R |
As an Arsenal fan, I have taken a greater interest than usual in red cards this season (not bitter, I promise). Therefore I decided to take a look at a quantitative approach to evaluating how they impact team peformance.
I managed to estimate that a red card is worth about 1.805 expected goals over the course of an entire game.
https://preview.redd.it/o4s3261hy8ke1.png?width=1000&format=png&auto=webp&s=7c9021d0e8b71afbd5ca398fb8905c541c26bd7c
If you're interested, please check out my blog post here: [https://open.substack.com/pub/databetweenthelines/p/how-do-red-cards-impact-team-performance?r=g95p5&utm\_campaign=post&utm\_medium=web&showWelcomeOnShare=true](https://open.substack.com/pub/databetweenthelines/p/how-do-red-cards-impact-team-performance?r=g95p5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true) | r/sportsanalytics | post | r/sportsanalytics | 2025-02-20 | Z0FBQUFBQm9OZU1CcUttVjNzd3FqcGpPcy1helQ0aXA0a19EQlJxVlNzbFNDWGhuak9VWDlRdDI2YnN1eXM1X19UblRxekZBcy1TQTVmQTU1MlQwQWFLLVlyOTRSRzlYU2c9PQ== | Z0FBQUFBQm9OZU1JUU43TkpyM1hUNEdFU0lTWHhoUEptRnpvcXVCVGRiVzR4QW5HeThMMDhNdDJrX21Ca1pMd2FSalRtQmVmODdjRHJ0Zm1PcFFfcFVORjB2SW9GZ1BhV0wzQ01BUnNjZjR1bHVVQzlpTzg3TG0xXzAxWGJ5Ni1jelI1cHc2b19QOUtNYy1lYzhrd1hORU1GcWlZX0hqU2Nza0dZeGtqUkpETXJMY3BVLXRYRU5TdmRnSUs1bGhUZmJhUUk3anktT0Q3cHVkdUVwa2E5eF9hR3p1dERFSGRzQT09 |
Twitch wants to delete vods since the data storage of them is too big or just cost em too much to store.
https://preview.redd.it/gyxo06wquake1.png?width=1857&format=png&auto=webp&s=c2af4a69b6b3147daa332e86e02844cfbfa277e7
| r/filecoin | post | r/filecoin | 2025-02-20 | Z0FBQUFBQm9OZU1CX2h6Z1BkbnBfb3pZLUdqM3ZHU3dsRWlYcXFHQkhiSUFJMkxtWFNCeWJFRS0tbmtQRkFCZHBNbHFqVVJRWHF1UFZCSmg0NDBsSDI1MndtWVdsQlNYTWc9PQ== | Z0FBQUFBQm9OZU1JQ3dBWld2MEd1aUJBUVBvZ1dVc2R6MW1vNFRmWnRrUW1qRDRqVkg3b3djVDFSNHNsNlJqLVdud19MUVRWRkYyOUpWTi1tVUVoVVZHd1cxZk5KYTVyUUZ0bm5VbXpDTnRvMUp1ZWN1c1FGbmdWc1YzSWxicUtqS1V6UXNqS1ZPaWlEcWduZWR4eHh5TzhRc1gzSjJRSGppRVlsQzFJb2RjWEpNSVVlM0Zvb1lUR3MyQ2hGa2w4LThWTmlnOEtaMjlUejZxRXZYM2I0Rk1peWYydjFpa1lXdz09 |
Few things... Bloomberg has a function for "whisper" numbers. I feel it's stupid and harkens back to the late 90s and early 00s when analysts shared some rumored/estimated figures before release. That practice ended with various reforms that I've seen mentioned in books, but it's before my time. Anyway....
There's no way to get a consensus of all buy-side investors, and some might not even be forecasting quarterlies. But there are some companies where it's pretty evident the stock doesn't trade on earnings misses/beats. I saw this in probably 5% of my coverage and a coincidental factor was that sell-side price estimates were rather different than the current price. Usually, that's not the case as price targets/estimates are close enough to the current market price. When analyst targets and current prices diverged too much, my belief is that buy-side had different expectations (often more realistically lower) than sell-side, but sell-side had dug their heels into the ground and for various reasons didn't/couldn't change their opinion. I still didn't know what buy-side consensus was, but it wasn't what sell-side expected - in these cases, the impact was that even if earnings missed, the stock didn't always trade down.
In 95% of the cases, sell-side was "right enough" on the near term and I doubt buy side could diverge much. They might have different views in the longer term, but there wasn't much of any real forecast sample size that far out. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-20 | Z0FBQUFBQm9OZU1CTXJpcWh0X3QtOEN6T19LVWxjTEJlUGszdEtRSTl3NGQzSzlueDZmUkpBYkl6MThJZ1JYTmIyMDlKNjFIVXE1bi1vT3VrODNhUi0xM3JUMjF3aGhmOG5DaS1DS0g4YlM4Y0J5QUxpRVlmckU9 | Z0FBQUFBQm9OZU1JN3dnUDI3M2JpUVhqYTFSSGp3aGF1c0xwbnUzMTFPNmM2OUZlVWhhTXA1MWxMemV2YXVYSW1CdF9ReDR3UnJINEtpajA5V2pYQktDeTMtOGZFUFJiZlVSWFVsbVVYN0VBeXRKZGFhUkg0RWY0ZkNCVnM3UVVNN09GOTA3eGxsdDRkNUNUbENvNVA3OFl1UkNjaGlJLU5qMXloekc4d1F5RmdBUU5GOUxocHo2M1V0XzBkaW84QW1EOXhuY25FeFdm |
Cyclical? Oil might be under earning if you believe crude oil should be priced higher considering relatively tight inventory levels. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-20 | Z0FBQUFBQm9OZU1CNEhzUk95ZEFhVUczZnB6T3M4Wkg2ZXhGUEZzcmdkcEtHREY2aG9jd0s5Tk5MZEpWZWM5QzRkOEZYY1J4NzZ1a1JKS29JQnQ5OFBvcVhHdlU0Umh3MzZ6RVVoc0Z0WGo4eXYzVEVYamdzN2c9 | Z0FBQUFBQm9OZU1JQmRyeWZSVG1ocUdUYWduUGNRX1lZNkNKTUc0ekQ1bXc0NVEyZDVPNkxWNlBwdDBRUTVpTllTcmdRYmdOaHV4NVd3T2dwM0tXUlJOamZCTDJfZzNLM0JwRXlyc0RsTnh0S2MtdzZyNVZfU1BXN1lPSmVFR0UwdDZGSUxaYnhDV3Y3M00yVUdGeXhycElydHFZbU8xZUlYQ25rSVB2MXNvNDRfdHlHQWhidFQyRXZZRGpuTUVyNmx0S0VyWm84OWNf |
There is a Global Sports API Conference to connect Sports & Technology.
Some of the amazing panelists are from CricHeroes, Svexa, Shotquality, Profluence and more.
- Registration: https://www.sportsfirst.net/global-sport-api-confrence
- Event link: https://www.linkedin.com/events/7295482636997689345/
- Date & time: 21st Feb - 9 am EST
Do share your feedback. | r/sportsanalytics | post | r/sportsanalytics | 2025-02-20 | Z0FBQUFBQm9OZU1COUU5VklVTFlrTmVrN0NxeGRyUmJtX2Q0TkM1dnJyaTRaNVc5UVc1d0pLcG5CUnNiY0RWTVBlUkZvVlpwQ1E0SllVbFA3YmdpNnE1dzNURnBWUEVIZXc9PQ== | Z0FBQUFBQm9OZU1JUm1WT2hoV2pwMzJZbWVrX2NLTVI4cXFpNGRhWFRZa0EzczlYSWFDYlJoQVBxZVNpc09VeldoSWNTQ3NsX0gxbGxMM0hLdC00M0ZNWm9meFFCS3lZNzJoRVY5MDZPSG9mcXhSRzdGOGNvR25kTk5Lc3lqVGNkcXY0MEZwbllZOWstaHZwVFNEcnlPU3J3cy03MklCUHNqN29aWkJQRTJiNDNtMlA0LWhfRnlXMXpUYnNDMGZZV2RRZXFXU0UwckZI |
A case study illustrating how poor incentives can lead to capital destruction, as well as how you might notice it in advance as a research analyst. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-21 | Z0FBQUFBQm9OZU1CVTVOb01xZ0JIOE01WXBGX3VPOEZrWDUwLXd3bk95R01ZSTYyYlhiRzFKZDEyMmFpQTlyYTRxOUdwa3NISDZlZFhNMjNKaVB2dFVudDl3aDRIM1pDN1E9PQ== | Z0FBQUFBQm9OZU1JblM3V190cnNzbjZRcEk5T0xBcW5LLXhHcHVpQmpPTkJZXzE4cTYyc3Fyc3pCcGdNYnN1VlFJekQyOHdjLW51Mmk1OEdPRlBfRnpKT1lIV0hOX0ZIUVR6Y0dZSXU3LWRPX3lvekFBX0RqZlkzdnloU2tmQUViSGg3Q1VVV3p4U25pSVIxTnBvVWkzN3Rac2lKa081alR5RFJiNU5RQXh6a0dsS3FFcjhudnBsZXhEMW5Db2FISWI2dTBaMWtZd2h4NlNyd19DY3FCM3UtX0FIdkxJREpOZz09 |
[US Economic Outlook by GS](https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/2025-us-economic-outlook-new-policies-similar-path/2025USEconomicOutlook.pdf) | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-21 | Z0FBQUFBQm9OZU1CY0VfZm1YdktSajBmazFEb0dVQkNXOXp3bjczYlF5VVFnbHNaMnVWOEtwbUZoYnMwQWh2ZmlwUFljdWhwZ3EwTlJxVnpaTkNPa3BUZ3psRkx0bG9LTVE9PQ== | Z0FBQUFBQm9OZU1JMEozRkJwZEdPcWU1UlZRZmtWZEQ5ZUpiSC1FeWQwZTB5bHVqQWhjY3dGeU13Z1FZXzZTdHJBWGNfZHZVV212LVJXbm9qWXM5RW13TFZRQktlWUNQVDFMY1V0THdpd3lUMnp4VWxmbUk4SUNZcXN4cVRuLWlNbHJtYVVCSmRTV3RKb2NLUFM4US1YQlV1a0ZDTWVwQ2FaXzVmMWpaaU9Tb0x2U3JVMTFsN05pQ0xfc1dxdWt2eDdOTUZLTVBWN0wx |
This is a bit of a late response, but I think I agree with you on all of this.
First, you're right that maybe efficiency of the market isn't the best way to talk about valuation differences between the country of listing that I was describing. In this case, maybe it's not efficiency, but just valuation multiple disparity that presumably either creates downside risk for US markets with higher multiples or upside potential for foreign markets. Considering that firms move to the US and get a large valuation uplift despite limited underlying change except maybe location of the HQ, it's a bit suspect to me if this remains the status quo. It feels like companies just arbitraging their way to a higher valuation and I don't knock them for it - it's what they should do.
Second, a flat decade for the S&P500 would probably be one of the better outcomes to avoid people getting burned. Of course, it could keep rising and maybe justifiably, but there's also the risk it falls at some point. I've heard from others that "bull markets don't die of old age (or valuation), but of disease" lol. Currently high valuations in the US (especially based on the CAPE ratio) feel out of the norm (in line with pre-dot com bubble and pre-1929) but again, it's hard for me to say if it's justified or not. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-21 | Z0FBQUFBQm9OZU1CWjJTdndkVGZVbjAxX2F0d19yT1VLY21xM0dOdEZtWGs3eVRZbWt5RVhQWHRPOU9JUHFzZmJqVGMyZDVLN3JudWdaUkYxRVBLRGZjVnFrX1pjY3EwM3FvX2xnTS13azlzR243RklvTlNvSm89 | Z0FBQUFBQm9OZU1JU2RRbzhWX1ZIcGdhaG05SGRJVTg5NVg5U1VPMjJDZ3Q4VWdGb1dJWGpZN3gwSVlTcHk0ai1uc1ZSRlpXWmhYMzlYeEJDcjB1ZzNJdWpOMDktckNBYmZyX2dkMk03RGF4SXVpb3FIVmNweTRENjRQUFl5R3BRTVZTdTBfSF9aZEtzd0N3S0VwdFp2SFBwSWdqaTBsVjY3aXNXdVhZNHlSR0VYVXF5S0lqOXEwWFN5OE1lcFQwTG9JVU9UcE9MZmdBLUJoR3oyY2NiVjhWaXlpOW00eGlTUElZZTViakdkdzBubFVRcXByVTh2cz0= |
Hey r/sportsanalytics 👋
I wanted to share something that might help those interested in breaking into sports analytics. My friend (an NBA team's data analytics executive) and **I just launched TailoredU - a learning platform specifically designed to teach technical skills in a sports business context.**
What makes this different?
* Every SQL lesson is built around real sports industry scenarios
* You'll learn how to apply SQL to actual problems faced by analytics teams
* The course combines technical skills with sports industry context (something my co-founder says is crucial for interviews)
Our goal is simple: make sure anyone who completes our courses is genuinely "job ready" for sports analytics roles.
We're currently in beta and looking for feedback from the community. **The course is completely free,** and I'm happy to personally help with onboarding.
If you're interested in trying it out:
1. Sign up directly at [TailoredU.com](https://TailoredU.com), or
2. Drop a comment/DM, and I'll help get you set up
Would love to hear your thoughts and feedback!
Since a few have asked - **yes, this is completely free during our beta phase**. We want to make sure we're building something truly valuable for the community. | r/sportsanalytics | post | r/sportsanalytics | 2025-02-21 | Z0FBQUFBQm9OZU1CMC1keUQ3TFlFMTZFVkVNbTdpdWhENHRnR0ktXzl1TVlHSTl0VllNN29Gdm1TX0hDd09yNnRPQjdCRFVLM21kTE5IS2x6QTg0dGdFd3V2Xy01cE1FcHZiUGJYU3MzSm9YNEgwYUhkWExDbVk9 | Z0FBQUFBQm9OZU1JYzRZc1MtdjZZbWdXR0JqRkNHYW1IaTZxeVRyUTVla2ZvT2ttNEluUktFVVBhUGVPTTFFMEZoZE96VHMwN1BHTF9tVlpjVUk0MkVCNVZSQVF3SmFySHN0XzBxSmhpSnlfTUdCUWpsUzNsZ181T001cTlvMnVKTmNqVlU4ZnBtZW5BNGRxRlJTQUkzeXY5WFFOZWJYYTAxakw3b0UtczJyOWpZd1NRR0VTOERsX21ZQnRsakxmeVVILVVEekdfNkFWeVJIUC1lMEdxVnFfNW9JclB5NTdCZz09 |
[https://east72.com.au/wp-content/uploads/2025/01/E72DT-Quarterly-Report-Dec-2024.pdf](https://east72.com.au/wp-content/uploads/2025/01/E72DT-Quarterly-Report-Dec-2024.pdf)
| r/securityanalysis | post | r/SecurityAnalysis | 2025-02-21 | Z0FBQUFBQm9OZU1CVlhMcng2WmZzTVB6bXhraVNjd2JIazhUZ2p5VTdqWnhLR2xVbXVPTE51bTY3Y0EzNWptUFl3dS02emNnNTI4NVk2YTRUc25NbFR6eDF6Z09VX2pQWHc9PQ== | Z0FBQUFBQm9OZU1JWEdEaXFjQU00dHFLRzJqWHNFX2dNTzA2Ynp1VWVFMmZ1QVJXOVlVbnkwU3JnMDZTWndWN3d4Q0ZZcFl6bkp6RXMyY2djTmZTYWl5WHpnOWtMdVJLVVY5WGtYdVhfN1ZvY0dHYllEQloxVXc4SGM0NXdwM2RXcm1OaU11T3YyTGFvVTg0YW4wQ2N3VTdUU194b1REXzJ6aGNVdWRxZjR3S1N1MkpOTF90YkVJb3NGQkZoX1FCYWN1NkhLVlBRaVFq |
[https://east72.com.au/wp-content/uploads/2025/02/Two-Years-14-Feb-25-FINAL.pdf](https://east72.com.au/wp-content/uploads/2025/02/Two-Years-14-Feb-25-FINAL.pdf) | r/securityanalysis | post | r/SecurityAnalysis | 2025-02-21 | Z0FBQUFBQm9OZU1CcXpaRV8weHZBTGkwQTJEQ0NHbkVkenFVb1lUaXJxZGdLeVBPTjBoblBUOW9mcXBOYTRfRkxXVjNkMFl6V0Z4ejZYTDk5WHZDdlNkQ3lyOThnc1FfUmc9PQ== | Z0FBQUFBQm9OZU1JMnY2NnIzTWdEdldVekt2UVFXT3hBdXc2aFJpbi1qR1hKSnVXemNiWG1WSXdnZWg4VGhJSFl3bEtuRlpWazVrSFYwZkRWYlN2TG9TYzlTSG5NSC1aeVVlek9CdTZUNEhtdDlCT0tQNWktYjZsdkhZSlZBbVpUMEI3ZTEtSFB4dmVNcTRVc1BLR2tFeEk5ZjZVN2VRaXVsUGZmTFFiOFRpTENjZkxtM1YweVBOeUpHZFI1LWxXRjJIeUtyLUgyY2RMSld4S1lxUUNYMm8wcVBiMV84akRYZz09 |
The tax commentary was quite funny | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-22 | Z0FBQUFBQm9OZU1CVkUxQ0JGOTlRUl85N0hjRHVsblEtS3JQMS13MXFMTzIzLUJFNmtvU0tkZ01rdWNWY1NOX0xGNzIzeG42WlBNX3lNd1hQZWNNaVJZaHpNUXNRY29qNVE9PQ== | Z0FBQUFBQm9OZU1Jc1FINnczd1RQajBsbHFXZ1dmOXRrbEZQdkZFbzRJdUN5cXJVSVFmcm5PclRVQkhvS1hMU3FhT2pmSTNtTXNOUS0xQXNxclpxYm1yVHkxOXUtY3hwWmFMNk1ZLXVuVHQyU3FKY3lmdE9nM1dFV2tFeWJrb3Jyc2pCWWdMckNwN3JtV3lQSjF6TkRfVGVSMW5XZlU3c3dVMU9DSWRueWo1dGhJZDU1Rm9fVE0yaHk1OF92aE9LUEZRS05tMVFLRmhlNUU4YkJDbm9pX2tKd1gwSUJseHRyZz09 |
[Last year's thread](https://www.reddit.com/r/quant/comments/1bf5x1g/project_ideas/)
We're getting a lot of threads recently from students looking for ideas for
* Undergrad Summer Projects
* Masters Thesis Projects
* Personal Summer Projects
* Internship projects
Please use this thread to share your ideas and, if you're a student, seek feedback on the idea you have. | r/quant | post | r/quant | 2025-02-22 | Z0FBQUFBQm9OZU1CMnp0QW1zOU55Zk5LTlFNXzJvZDZnbmdOVGp3QnkycFEwVzVNcklyUnFNY2Z2TnIwbXM3a29tMVhKOXZ6LTlqeGRjZ1FVVXVsUlZIN1lieEhtdHRJbEE9PQ== | Z0FBQUFBQm9OZU1JZERzenVveVprcDc1LU41Z0JQSzFhcXVNaTdSbFM0VHVWM2Jjd0doOGxlRDFNN2xCamktNEZPX0g1NGF3ZGdmRHZJc3NUSVF2dFExTmtvTndzQzFVTy1JOWhCaUZWck9PV1lNdHF3MnJEWlpOc3pqaW1PcW93TDNwdjljTm1uMkIzZjR6R2dON3RTZUFKRVZCdE84ckJ3PT0= |
I’ve tried SportDataVerse GitHub and espn API and they both provided play by plays with some shot location but also a lot play by plays records with missing shot coordinates. Very inconsistent
Any one has luck with a free api that doesn’t have any missing Play by Play shot location (coordinate X & Y)?
| r/sportsanalytics | post | r/sportsanalytics | 2025-02-23 | Z0FBQUFBQm9OZU1CcEduVTl0NjlGa0w0a0c0QVdJdUt0MHJyS2ljOUNIbDg3NDE1UDRiOHQ2a29KVGI0V3VKVlpSbUJxa09TTDJKMEpMZlUtSjIwWklRZHVZTHI4eDZRMGc9PQ== | Z0FBQUFBQm9OZU1JeEtUT2Z1M2hQNEQ3YlNYcUJlWWRJWGVpVVZtdnhMSnFFWVE1UDRhOW8xM3JLa3pfUnZqN0RBcUZKamZidE5MVUYtZkxtaWEzUlVaTjFTckt3dXVTNzlzUjVLRXdtSzNQQnRYd1VvS2lLclBfN2FXbVVfSnFlWTl3a0lXZ2FacEZ1ZjdCcVZFZTVnNldmbkNYc3lJbkxHRnU0LUloUVRLOVdremlneFJTellObE80cHMxcHgwS2tYM1Q5NUo4cUcwNXhEZFczSnJnZHhudWYtR2VUMmdHdz09 |
Hi Redditors,
I hope you're doing well! My name is William Johnson, and I am a DBA student at Marymount University conducting a research study titled "Unlocking Career Success in Business Intelligence: Knowledge Management and ChatGPT’s Moderating Role."
This study aims to explore:
1. How knowledge collecting and knowledge sharing impact career success among Business Intelligence (BI) practitioners.
2. The role of ChatGPT as a moderating factor in these relationships.
I would greatly appreciate your participation in this survey, which will take approximately 15-25 minutes to complete. Your insights as a BI professional are vital to this research.
Why Participate?
• Advance knowledge in BI career development and AI-driven professional growth.
• Shape industry insights on AI-powered knowledge management and career success.
• Completely anonymous—no personal or company details will be collected.
Your participation is entirely voluntary, and you may choose to withdraw at any time. All responses will be stored securely and analyzed in aggregate form to ensure privacy.
If you are willing to participate, please click the link below to begin the survey:
https://marymountedu.az1.qualtrics.com/jfe/form/SV_0v3bIKd9WFzRQdo
Additionally, if you know any colleagues or connections in the BI field who may be interested, I would greatly appreciate it if you could share this survey with them.
Thank you for considering this opportunity to contribute to this important research. Please feel free to reach out if you have any questions.
Best regards,
Will Johnson
| r/sportsanalytics | post | r/sportsanalytics | 2025-02-23 | Z0FBQUFBQm9OZU1CX1lYLVl0aXI1ZUFiX2hSbDlxUkF4eURZcVpQQ3hkMEdwZXQ1b2lEX1RfLUtEVXo3bHFVUllsV1hGQ21zdU5ONjRVUHN3M25NMDB0ZWxaZklIMlBqREE9PQ== | Z0FBQUFBQm9OZU1JR1YyelljY2doNERRNFJHcGxZZ2VWWHhWcTBDRlNEZi1hdnBPSWFXcTdPVlZUSWRNdzRad01pZ1NjdVN0eTlMVlo0V3MwOUtuREZOWXZtMlRRQ0ZXaFh6UGFXWm5jNFVOMk5jV2Nya1JaZXhqLUE1X0dWTklpN0FyQmFGUXFObUpNc2Z2bGVEeS1uTm45bDlsZTFaMllBZ2Q1THR3Wnhoa2ozdzBVRUluNWtKRkp2d0VKZTZqTnhDRDQ3Q1c2X2FR |
Is there a clear cut way to calculate Stuff+ for pitchers? I have looked everywhere trying to find the formula or calculation and the most helpful thing that I have found is Robert Frey’s shinyapp, but to do that for close to 500 pitches every week would be near impossible. Any help is appreciated. Thank you! | r/sportsanalytics | post | r/sportsanalytics | 2025-02-23 | Z0FBQUFBQm9OZU1CS0ZXS0NQRFhvbFR6c3JXNlhLODNxQkwyTlZmV1ZhWGtjTTdsMWJfWlU4RDFXcVlIWHloaVZZNV9ZY1NKeHVhTEtzUHJwNnBRbU9lVkJkNGlpTEE4OXc9PQ== | Z0FBQUFBQm9OZU1JVWhEaWRZUmctVnp6c0hpMS14TXNZQlpxRE1uajlkQWMteFRwaXZSMHhjZkNFQkxucjJheGNJQzkwQUMyTXBWUzNmZGxVNXQyTjNKODFkR2lJYkR6MWZCOTFHY1ZPRTlXX1d2YWR0OG16NUpxY01aaml1ZnFiSlVjbl9HQklQSHR1QlowSjdzcHhCUnpfcWR4ekpnTTVtLWpzV3B2VVZ2czJSX1hOOWFXOTMwPQ== |
Hello! Did a post on r/sabermetrics, but figured this might interest people who are into sports analytics in general versus just baseball. I assisted in building a repository dedicated to the combination of baseball analytics and computer vision, providing a toolkit with models, datasets and other utilities to assist in helping people extract data from baseball video. It’s primarily meant for MLB clips, but I figured some people on here may get value out of it. If there are any questions, reach out! | r/sportsanalytics | post | r/sportsanalytics | 2025-02-23 | Z0FBQUFBQm9OZU1COGdoZjJpWmFEaWJwZkRwcGRGTzVrVzd4cnpickVraDlyRm1NTlBkQ1UybHl3QlJIZ085TzdabTdabWNuamw3eGxhRVhMSmZXNzU5aXphY3czOHBkaFE9PQ== | Z0FBQUFBQm9OZU1JdDQ0aTVMdzZLUUpTMFB5SFdBVVZLUF93bUFNS2xLM0kwTkVtcEV3ZWg5cHBXV1Z0VnRHR25oYlROU3lPYi1tZ3JCYVlSazdjVmw1WkZxYjk2VlpiT0xPd2VUODdiUVhmb3BHRFhxMkJ5TTVsZHdSbXNNOXRoT05XNXg0SWFXLS13dERaN29wVjBwS0dya3lZay1PS1FlakxRbmM4Smw3V1VISnJYdnVHYmtZRWhvdGRyQlNkZHBlZ1NzU2ZaZEtB |
I have been recently added to Sports Tech WhatsApp group of UK founders.
It is just an amazing community - we have been able to help each other pretty quickly, recorded postcasts, made mutual intros, joint RFPs and more.
Do you know any similar communities in sports tech or sports business? | r/sportsanalytics | post | r/sportsanalytics | 2025-02-24 | Z0FBQUFBQm9OZU1COHhHSFloeG90dUh0VmpGSlZmc3VNTGg4OG81Y3FrTF9LdnpNdkVPUXZrMnVfTnJ5YnJucWYySUFYQjEteEV5SGN1Y3NoY3NWRXFlTGNKbUZxMXZ6Z1E9PQ== | Z0FBQUFBQm9OZU1JUnpCQVVrSXNYeUxyM0ZSSWQ5QkdxdFlUM0VLQmt6SzFGWHZZM2dFY2FqUFJZWURrWEV3OGdWUUpwam1FZXUzRFY3QnZxT25EZ1NaR0hoUDh2YklpXzlZRGJjTkRRaXFqek1obmpTTEsxaHRybDlNLWwyeHQ1UDFkR256TmpCTFRRMXNzdjFReHhiVmZDYXpNS3hqcENaUzRVakwtTC1fNlZ3bGJyNGNIUk15ZlVoQnRMUkt6Szk2ZmVNN0NpWlFyWTlEb2oybHpxRUduYXV5bnczYnpwZz09 |
Hey football lovers - I have developed a simple dashboard exploring the attacking stats of teams in the EUROS 24.
Would appreciate it if you could take a look and let me know what your thoughts are! | r/sportsanalytics | post | r/sportsanalytics | 2025-02-24 | Z0FBQUFBQm9OZU1CTmwzX2xhR3NTQ1NLSmRFMWtrNkVxMWhaQzM4VFZNSU85UGNNdlo3Um9Qd3RCTUN4b1c3OUVhalRtUTVJZ3V1N0hDcXJnV29RMWhRcnJpTzhmM3MydzN4RDBxQUFBcU94TE5odFNLcnFRV1U9 | Z0FBQUFBQm9OZU1JeGFxYm03bVRRejkxdnNpanExQ01ZSmRxVVV4MUpfOFc0ekVocjN6SWt0ZF9xN3RpaVk1MTJFWmF2WlVJZGhsZFhheHVac3h1Mmw0bndZSEIxdEZTMWQzeVFIaEdkY05vSmtjLURoNW9PUkV3d3A1dVpqX0U4aDNHWXpxRDFXYWNDcVNpazlpZkk5N0M1cWh1RjFMVjdKWTdpRjMxTmxacjVjY0tZLXVaNVY1alRmVFY3N1h6enhlLVhPQVBBWUhE |
I created an NBA Game Report template that attempts to answer the question: "Why did X Team win that game?"
Everyday at about 9am EST the previous day's reports are posted at [https://x.com/NBAGameReport](https://x.com/NBAGameReport)
The gray horizontal bars are the expected points for each shot category based on the amount of shots taken while the overlayed green bars are the actual points scored on those shots.
Hope this can be a fun tool for many!
https://preview.redd.it/v9m57iykd4le1.png?width=680&format=png&auto=webp&s=7c7f080bd46451fcc3368387ddca574d5c09242e
| r/sportsanalytics | post | r/sportsanalytics | 2025-02-24 | Z0FBQUFBQm9OZU1COWdQX2swZEFRRWR4Sk5jOGgxNWZCQXdxaHR4UDVjR2FzajI0UUotUDVzXzJaWE5tZnRCM1BWQjJDMWpxOWRVZF9YTWIzcU14NmxOTUVMMm9iZGd1TWc9PQ== | Z0FBQUFBQm9OZU1JVnFyMVdEOXVSZF94bHg4VkxzVkV0Z3BFRUszY0VxZFZBam1YSTZ4VEh3TThXbFoySUdOMVFHTk1fVFEzanl6THFld25tUXN5ZDEtTDRycVBlMGJLeDJsODRJbFBzbEZKSGZGREJ4TEhvdS1hOXI0Y3UxZ3JZRUxJSUpHanFTZ0o1MlBKOWpjNEpqWWJUdFlkZnMzaVVXdTZiYWp6QmVlYVdKQXBlemZKa1NXX0VieE9mUzZYM20wT0VOR2pKOFd1dTF4YlBPWmpOa3ZoZXBCSVdmV1JYZz09 |
Created a basic tutorial for devs out there to use Lighthouse to store data and push metadata like File info and storage deals onchain Filecoin, Base, Polygon Networks
Do check it out especially if you are already using Lighthouse
https://docs.lighthouse.storage/lighthouse-1/tutorials/pushing-file-metadata-onchain | r/filecoin | post | r/filecoin | 2025-02-24 | Z0FBQUFBQm9OZU1CRmJDNmNKU0pUX3ZWVUU4cGJLa2JMNHNoSDVtNGRxdmVEeUJHMHB6S2VpbTNqWGE5cVA4ZElFLXdiRjgwUEVLLXZvcXIyYzVBRlh4eGFBSXlTY01sMWc9PQ== | Z0FBQUFBQm9OZU1JQkp5am1jTU9sZEdQVGxPSHVuM1NhUWZWOV94MjRkTHRVS1kxUE5aOE4tMlFYU3k1QTVlcWIxVDRhWkJINmF3ZmN2amNfaWlNQ3d4RlRqbE4xNEJ5OXBScm03b0FLalQ5YlBDcHFtSjNsWHhYWW8xWm1maDlVSkk4aWNlaTE2OFEteVNKb3l5N01nTEdYbDQ2Q2w1cmZkSjAwTFVTZ0k2XzFva2ZXWl9vbWtjPQ== |
We run a SaaS business for sports betting where we allow you to build custom sports betting models.
This is not the reason for the post. With the business comes a bunch of premium data feeds for sports.
My question is if you had access to 10+ years of historical data, plus data feeds for everything you could want, what would you... build with it, want to build with it, think would be cool with it.
Let me know. | r/sportsanalytics | post | r/sportsanalytics | 2025-02-25 | Z0FBQUFBQm9OZU1CX3VoSjdaUGpoTjZKUWNzVzJKRThKWFhGbFRBNzllZWRmVE1OVU5weHhMVHlaUmdvSUw0Ml9rUk1GeWVqQXhUOGZoRGFtM3J6d2d0MlJoQVhxQUM2MEE9PQ== | Z0FBQUFBQm9OZU1JNWp2eGd3QndLUlVRTFJWWnQ3aHF6WjZURnZmNUVKVko1LUpabWxNLW9VcW0tM05ENS1telV1RkFJMDFLQzJjbVNDUFB1UW15NFVCN0d4NkR6eTQxOExEWXhXNzhTTHNEdlhVazVSUE1vN0FOR250SzFjaURpM1VuV2VFcGowN1ZtdW1oNFY1QmRmdUxIMUtNVDNvRlBIdDF2WjNiNGNnQk1LQngyN3lFbDNKZjlCNG9iQ3FPbzZ3ZGdJVzJ4eHEz |
Not quite as quantitative as I'd like (yet), but I've started a substack with a pilot series on NFL roster management. I'd love some feedback, engagement, and recommendations!
[NFL Teambuilding](https://open.substack.com/pub/kellycriterion/p/nfl-teambuilding-part-1?r=3rwenq&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true)
| r/sportsanalytics | post | r/sportsanalytics | 2025-02-25 | Z0FBQUFBQm9OZU1CSTVLQXRGYmh5ejRsbUdKcG1zcS1udlh3My1DU2l4TVRxSExWbDR2NjdIN0lsamxNb1RqSDNMc1ZQb21remlON3B2U2ZrWS1rOTlLVGhMRHJDV3l5ZXc9PQ== | Z0FBQUFBQm9OZU1Ja2g5Q0YtTVJPVlBla3Fxbk02WkpUM0VsZHI5c3NTaFNLVVZ3cDluQmxYcU4ydlByU1hCaE9OcXJpU216cndJdklMWjNvTjlwdDhOZU1XYXBSX2lqbTZaa2VIVnhBeHlFYW1rOUtNNV9YWjRYSVdyckdMMmk3dzl5bTVzdzNiM2Q5cjVuOG1YT0p6MEhWaVRlZU5QbXlQSmZvb2VvMU90MHZ1bWlPbk5LWWpNdHhUUGZBaTFfYjVHZi0xZFdxNFprOEo1WWZWQ1FUbWVjNnd2eGFfbTd0UT09 |
I skimmed this - it felt a bit beyond me. The specific area I see the most "illusive" techniques is in adjusted EBITDA. There have been a few times where I've seen mgmt do it in a way that is more conservative than the official figure, but otherwise, I'd say "adjusted EBITDA" is just an abomination in my own personal view. It's sometimes hard enough to make sense of EBIT margins, but to go to EBITDA, and then adjust it feels like voodoo math for me. Unfortunately, it is reality and if that's the data we get, I have no choice but to use it... | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-25 | Z0FBQUFBQm9OZU1CQlZ3a1JPa281ZnFQV0RXNHRiWlVaU1BtNXFwS3hpWGZ4M3JmX3laT0xwQUdnajVCREN3RVdQbEJyR09EWi1fbWtldUNCN2xwaGp0QWJJZFNUWFVmamc9PQ== | Z0FBQUFBQm9OZU1JRjVGUFF6SHJWT25pUFgwd29WQ216aFZDOWlRRGVKdWlJNGxQanJHYXhkSFZvWWFsSldKU0FpRGxhOVZ5Sm5DMVJmZUhYeUF2OFRjWWJ6VFRVOE5raFZxVk03Z1d3bEpsV09jU2lIeURJa3hjVThiWGU2SWxGdUVMQ19lbEw3bW1GOXJ2c1RjRXdKbk1PLTdTV0F5YTRhRHBxaDl3RjRDQkVJN21NN1c5Z3E1QnlSMWVmZWxRM251ckJXR3pOVDI1 |
Hey everyone!
First off, HUGE thanks to all 250+ of you who signed up for our "Intro to SQL for Sports Business Analytics" beta course! Your feedback has been incredibly valuable.
As we continue improving the SQL course, we're also planning our next course offering. **We'd love to know which skill you think would be most valuable for aspiring sports analytics professionals**.
For those who haven't tried our first course yet, we're teaching SQL through real sports business scenarios you'd encounter working for teams/leagues. Our co-founder is an NBA analytics executive who's designed the curriculum based on actual skills needed to land sports analytics jobs.
You can try the first course at [https://tailoredu.com](https://tailoredu.com)
What specific aspects of these topics would you find most valuable in your career journey? Any particular sports data projects you're interested in tackling with these tools?
Looking forward to your input!
[View Poll](https://www.reddit.com/poll/1iy5azq) | r/sportsanalytics | post | r/sportsanalytics | 2025-02-25 | Z0FBQUFBQm9OZU1Cb05nOENGVVVaRzY3T28wZWdKaWNVdGZ1Q2NiTklQb2gzQ0UzRzVELVd6RzZiRS1Rb29BNDQxNGc3aEN5cXM0cVdoZ3YyQVFVTGJkdjk0VEZ0WWVLRl91YkFwNzZDUHJIeXRxS0dySUktOFU9 | Z0FBQUFBQm9OZU1JMDdtMFMzRVBMZklTaHpONnkyeU5jb2E2R0V2Y3NRWVVmLTF1SzF0c2JFTXB6bGhMaElHNHVoVExFb3dNOHAyOWc0SzdxOTJXUzNMRHhOM1FoQ0E3NFZudG9Wak5NTm5sSXB6dXRHTldCZENSYWQwZU9ocmpzTjRyWUhoYmhfcEowa21MdGtDem5pdnNqY0V6M3RDR0JPc2FnV0RuRDRVSy03NExhSThqX0h6ZUo0VklTMnVidF9QNUxLUWp4UGVuUXRpUHNCMEc2UjBicThLTXFvR2dNUT09 |
I have an UnraidOS array of 50 TB available. How much could I make mining filecoin if I devoted the entire array to mining at the current market price (assuming it remains steady price for simplicity). | r/filecoin | post | r/filecoin | 2025-02-26 | Z0FBQUFBQm9OZU1COEpjX2JQOThkaHRzWVhRQTBXYWlPVDc3bS1YWk9waHpxR3NNM281YkNXajBYaHd4QnNpbE9TdmZ1ZzVEU0V4Q2FaTnNocFdTVkFLOWpwRkZnZ2lRLVE9PQ== | Z0FBQUFBQm9OZU1JVmxPNHplbXpTN1JOLW4xOTczbmd3djRzeUxaYnU2Y2RrMEUzM3lIYjFWeDd3T2tkSU54ZF8tMFp4aGR3cmhDNWZwaXo2a24xdlRTY0stX2tGR3lOdzd3T29oYWdjd1pLelhBMUhIaHVrdi15SWhmMThuWEk5SWJpYzI1MTNiQXVyU2hfQ3JiaDh4NHQ0elhjaU9QTEJHZ0lKZmFqemRicll6cFJkTXZpYUFnPQ== |
Not much to say other than it’s nice to see some justice
https://hub.fil.org/stfil-news | r/filecoin | post | r/filecoin | 2025-02-26 | Z0FBQUFBQm9OZU1CT1QyaXd6M1IxTEFYXy0yZ1RSOGM0UnFhbVBHSmw1TVcwd0xPVHotNkpWZUhyTmNQZUtOMEd6c3BRcTVwZzV0Z2drYTF6dTloNnhva3hxU0pNMGtYa3c9PQ== | Z0FBQUFBQm9OZU1Jb0J2T0FlZmV2VEd6aGJ5WmhKVVkzS3lWY2dlN1hnTmFleWVNMkMydk0xN1JjZjdHZEIwV3dCTW9nWEFFOVNtYWZMbGdOcElocG1nMUhabTY2aDNvWW12Tldqb1A4LThUcElOeHg0c2NmWkZod0tNdzBHemRzS0c5ZDRXNTNzN1hzdjFHLWR6X2E1RGFxRm44Rll3SG9kT2hZMWpQRS1xRk8zN01CV0pBWTl5YkdST0N5cVR1NktxMElYNGVWdFBj |
link to the original post:
https://x.com/astrostats_?t=eP7uO6CTX8arLAJe8sdpvQ&s=09 | r/sportsanalytics | post | r/sportsanalytics | 2025-02-26 | Z0FBQUFBQm9OZU1CcW0zV0EzNzVkek01SlRoaFB3T3UyTmllMUtvTW1hMVVFdGx3Zm1EdjYtM3UyZ2I5djNjRDJrcjhweUVKMlB1TWVfR01xREdpeGJiT2F5N3VDeHg5TlE9PQ== | Z0FBQUFBQm9OZU1JX2l2NGtqTUJFOUo2RTdMS2ZLS1VOZFlUM19abk5TQ2FZbDIta1ZPUkRUdHdIbzdoMDNBX0pNZG41R0lqdnBxU3B4XzhxNjY2S3RnNlFMQWhFa0MyeVNFaWF3R0Qzd1ZtVWh4dzVRaTZCeGYwc1piZE1oODlfS2g3OEY0UkZySm1kQXVUdmx5T0xVVVRZTGdCTG8yaEttU2ltT2xiNGN1dWlpVUg4YWZXZ3NJPQ== |
I've made a blog post providing a guide to EDA with Python. The dataset isn't a sports one but the concepts are transferrable.
Hopefully, this assists some of the members who are getting to grips with Python.
[https://medium.com/@joshamayo7/a-visual-guide-to-exploratory-data-analysis-eda-with-python-5581c3106485](https://medium.com/@joshamayo7/a-visual-guide-to-exploratory-data-analysis-eda-with-python-5581c3106485) | r/sportsanalytics | post | r/sportsanalytics | 2025-02-26 | Z0FBQUFBQm9OZU1CZ1FzXzhkZ2tyUXEzZmZCczlvc2h0NThoYW5IYWliZHNlQ3owS2FtZV9yRUpUM3hBWGlRQUw2T3kwaERoRE5VZThaOWstTkhtM1FGRDNva0dpOWpyeVE9PQ== | Z0FBQUFBQm9OZU1JNFpxOFI5T1FKdWFNTG5FN25SQnNodmJWQ29YM2h1TjJWUDZMQi1UYkp4SkMyR0lMOUxSb05ZdkpoWTRkbFd6NnROb1BxZmo4TFQ4LUZ1a3RPSEFhWlhGb2ZvRjZIRWhEcmNaY3J6TlRZQ3dNNTh1WnNyRnVRVXdQcE10M0ZmUmZGdTVMYU1mSEFDVWxOSkc1MUUyYkh1OGhvV3N6Z1FuVmxqUTRrZE91ZzBXQWlrU2t5dUMtSDd6YTc3d0ViNlhz |
I did a screen for sub $1B market cap, high ROIC, low debt, low P/E and arrived at a list of 46 companies. Looked through most of them, only 2 caught my eye: TK, ASC which are both ocean shipping companies. Listened to the TK quarterly earnings call and reviewed the Q4 and annual results where I noticed TK took a sub 5% stake in ASC through open market purchases that quickly turned into a 5+% stake due to ASC buybacks. TK's CEO was asked on the earnings call and said it was purely opportunistic financial investment in what they believe to be a deeply undervalued company. I reviewed ASC's most recent reports and bought a bunch of both. | r/securityanalysis | post | r/SecurityAnalysis | 2025-02-27 | Z0FBQUFBQm9OZU1CRjdRcHY1amk2QWxBdkJrSVdBTkxEQ3hSQzl5Ny0wb1ktYnYwUUd1UlJwQ3lZU2htSGhPYURwMEhNTkJDZ0lWMjJOOXpVTTJMQ3lTVjJFTGh1NUZtMGc9PQ== | Z0FBQUFBQm9OZU1JMEZIT1JmaTQtSlpLa3J4cmtzeHByc1pBUmxteVYzQ1o1aHc0THdlWHJTM2p6QlZOcGE3d1pRZUhhdUdJbmhIQUxHOEZGSVhHa1I2NThNeGR4XzVPd3lqY3ZWbjRQeUFLWnk0MUZQSEUyM09EaHkybGNzVTBxUzFJeS05d3hvM2FKSlJDWGtqNWpYTEMwa3RtSHlNVW5ueGlDX0Rpa04wRk5xa2xOSzI5Sk5JPQ== |
I think everyone needs to get their ass handed to them at least once at the start of their investing career in a wildly cyclical industry like shipping.
The PE of 5 will evaporate and be 30 or negative in the not so distant future | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-27 | Z0FBQUFBQm9OZU1CdzJDWnI2QnMwOFJ6YWpZNEhjcm9PQlgyaENCcGRFWjEwNFpla1NyR2UybjBRaHR2MF9pV0tUaUt6MW01SEJ0WTNIR2ZUNS1JcFlEQmpyeGU2eS1lR2c9PQ== | Z0FBQUFBQm9OZU1JSXhEN3RoODllR2ZHX01QM2xic0ZlMmtkemFSbTNZdmJhU29fM2JNOEFaNzB6QTBlRHh1Mk1KOUl2YnRGTzk0OVFTcHhkZXJIdFRrUXJPdGFwOFNSbDNOUzdhdHFLcEtSanhsZkR1bGpqVU5iZTZjQlI1eUV6b0NIY0lRdjBTRlZBaU1pa1ZGNjg4UzE3bjRobHEzYkFNd1lGRmRHcnZSYlRaT0o3c3VqNk5JV1FHODRVWmFiUE5GSXFEZXZlbFZI |
Been there done that! | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-27 | Z0FBQUFBQm9OZU1CQUFTbWYtcmFPd21JX2RGYlp1WHlrMXdvdzh5cVo2TlFtMzRXOWhjWVhldGM0TmFGR2ZFUzB5VGd3YTJOQjUtZmpvTXdRWnp2VFUzZm9lTHNSX0QzYlE9PQ== | Z0FBQUFBQm9OZU1JSmMxS0tWZzhGNXJjYjl2ZHFKa2hoRXYwaDVtbUVVc3Y1Tm1hODlYQUw5ZGFSTUE4X0dCc0M3RlVRSmtmaURHclpGM09taU1zaG94aUdwbGhjLUhRcENnNF92WVBkaFM2Q3NYSThMa0hEaDVYaEVLX2NkM2N0enlYZHYzcGpYTm1MUWZEYWRxV0wweEtRM3VWMGhxNHZnQjdsVnJxNXRjUEs5dVZ2cFBHMjM4UXFTOU5CVnJmM3E2aE9KWlNna2Zh |
Just came back to this comment, and I think this was very true in retrospect! | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-27 | Z0FBQUFBQm9OZU1CUm1LdWN1UnNWZUtnVmhOTm9wWE9TSVVLRUhJZHVMMUJ2aXVrMlJKdXVxTmZLVjU0VTAzSERPckpaUVVwYnJQMEtZaHZpNW5xLVJYMlUyYVU0eXZucFE9PQ== | Z0FBQUFBQm9OZU1JUXR6RXRHamZLQW96TmFIWnA3TVJIVU9MQ1lPNm00eVpfSGhKZXNudmdBOTkwZGJ2cGE4MXZWaGRrRWN2MjFROG5rREphRjE1Q3hNR01XeVdjeVp5LTV4RlJWd0VnUjVBZmNFeFJIWUVOXy03NVdzWm9oTThZVkltVUpEWENxMTV2dUwyaDl0RnlNY0otQW93YU1WeGN1VlRfME1waEZPdkJTUEprNkxLRlNOcVUxd3JXTTVYeEhmMU5Mbk5JYUhGUFdqam4wN1hVci1ZNjZYUVU3UlhQdz09 |
Big future ahead!! | r/filecoin | comment | r/filecoin | 2025-02-27 | Z0FBQUFBQm9OZU1CRmZNN2NyUVlqU1NmOHpPNEFBbTVfb1RRdV82d25yRXRvZnlCeHBscXdldGZzNi12M0ZyUklkVDh4ZTZiTENYZk8wSVJxTTA5eUZQaHVhM0MyeXF5UXc9PQ== | Z0FBQUFBQm9OZU1JUm1vNHNZMnBrZk0tcGVQZmtuWWw5TWY0S0hwWmhRVWltdFAwUWR4dkNSZ0RMRmlvdTM1U3Z0QkViN3RDSVNOaXpTeGlaYks3TkxEcnloRzVHRjR6X1gyQjhIS1RRTFZ5eUgtTUJvSncwN09wdFh1cjZhMmhVMkIxRERhNFE0bnBuVEtDWnl2Y1BSS2JJUURTRklHZE1zZTlEUHJWYjNrQXI3dlZDRTQwMEpjOTFwOHBpZnlONmd5Q1EzNVMwMTcwSTdMeXNraEtXMXp3QWNHX3VabHJkUT09 |
Aged like milk haha | r/ethfinance | comment | r/ethfinance | 2025-02-27 | Z0FBQUFBQm9OZU1CNmlBQVpjcUphZ2pfaWNVWEdDVlhkMkNhOWNXbTgwbU9yNWpfbUN4c1lWbDNkNGdRaUVfN3E3UHZjVWt0YW4zMVdLdWl6dmJXcGI1ek0yNjFfZlhRU1E9PQ== | Z0FBQUFBQm9OZU1JRGxiSzNUN09KN3hiUmREVF9MRHJQTzluYUdMQ2YtdVFxQkFvZm4zLXI1eThYakRST2oybWRIcDJzSVRrM3Uza251N3lrVUtyRHFjSklVRk5aMFN5NThQR3BnLV9Fb0RCNHhCTk1DMnI2bV9OdWR6OWtySmp1Q3NfcjFFalVURjBmNUZiN3kyQUJhazRha1B1Tk9hZ3BYcDd5NDJ0aW1aRkdyVDgzT3VSb3BLTUFTNkUxQ0puUGlPazhKSTNmSkRmVUFlYVA1eUdUZGhLNkx1c1ZPUzZHZz09 |
I'm a big believer that the saying \`Basketball is a game of runs\`. I've been exploring play-by-play data with an eye towards better visualizing individual games through a few lenses, but in particular focusing on scoring runs.
However what defines a run seems subjective. For instance, you could just consider an entire game's score a 125 to 120 run.
Here are some questions that have been nagging at me.
Are there specific criteria in the industry that are used? Is a single basket a 2:0 run? What about 4:2? or 14:6? In short what constitutes the start and stop of a run.
Also, are there any preferred algorithms that folks use to find and track runs? | r/sportsanalytics | post | r/sportsanalytics | 2025-02-27 | Z0FBQUFBQm9OZU1CczdmYTlleTNGcHNnVFFITi1RamJDTWdRTGhSUmdsZjJKQ0NwSTJRX1lucGluWmlpdTlibkl6aGlyYm1xbGJFejFxc1JnYloydTh0NG1JRUNjc0hSOHc9PQ== | Z0FBQUFBQm9OZU1Jc1l6TmlUSlpxOEhkNGpJUkZyUE9ybmZlQUxNREY0MndIMkxNM0ZHQnhiQmpYMVhza1pEcXRBb1NFUy1ENGZDZ0JSb1RIRDNHYmIxRm4tLWtsZ0tYS2MxbEFzSUE4VTBESUhQS2M0TzA2QkVCenRkYWRyaEdYTGdXT1U3RXRpaVdURTRHOUdNN3VjbWVSUkVxamtOX0Q3TFhXeVkzYTROMldkb2Q2bTRzSHFyM0RiTFJMU0FzTVZDNkxmSUpidkdOTDVSUlVlRVUxYjl5VW41Y2xUSGpLUT09 |
Never seen "shipping" and "high ROIC" mentioned together. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-27 | Z0FBQUFBQm9OZU1CWFhRTHJWaUR1NFRJYjVLU0Z1cTZDVzhMRlpfWklBOTY3MUJoQXVNanF1XzQ2emwtU29xd0F6V3NwckI4U3BnRGcwdDFObjhNZUgwa3pLMUVReFlMb2c9PQ== | Z0FBQUFBQm9OZU1JSGhxZENQRmVoYXc5VS1uNTRPay1aOWtFcEV6M0F6T08xcFpvZmwwSWRPLWpVbU8xSW5DckNnZjFTQWtVeEw2MmZ2MFBLVUJ6a2FFdDd1Mk9rb18yQjRldHc0TGJFbWhicmk5N0FqRk9XTGY5ZXlGTmdlYlVhU0tfTjdyU0pUTGcxaWliNmYzMlJTNklBQ1dDYThiSjBPNm50eExsWWZrd19aYnJibm1CakFYdGhDWmVLZ2NDcWhyR2xUaHg0dzU4 |
Then you’re going to love LMND’s Adj EBITDA ex-growth 😵💫
[Lemonade’s Q4 Shareholder letter](https://s24.q4cdn.com/139015699/files/doc_financials/2024/q4/LMND-Shareholder-Letter-Q4-2024.pdf) | r/securityanalysis | comment | r/SecurityAnalysis | 2025-02-28 | Z0FBQUFBQm9OZU1CNUNEcXlEQ3NTZTJtS1BTblhTczUwSUl5M2RuWVZqRmotd095elE0a3Y0QjNmeEIwZW9nMGhTa204LTFRWW5QX2M3dElldkVaNzJKdENkenVpSGVTeXc9PQ== | Z0FBQUFBQm9OZU1JMUNTVmR4cGNKcFJKeUpzbTY3WGxhcS1jR1NVdDNKTnMwcE5hX0RiXzhZcEpQbWVfT0J2a2pFY0Z0LXlWc2p1V2pjUXMtNUZfWVlWcG9ORVEwRHF4U1JsaXNpV0VhX094cjBEQkdWTFhBN2tyeU51akUxWEhnbHRwMTJlOVVCd055UUI3YmpPMGxRRUVUcTBHR1d4SWZKY1loRHhWaGNVOVI0SXJ3QjBjM1FEYWt5YlFxUGxEZ2FUVVluMlBhaUVH |
Hey everyone,
Me and a buddy of mine are former NCAA D2 Baseball Players who are trying to create a program to project college baseball stats across all NCAA Divisions. We have little to no experience in coding or scraping data to help build our model I guess.
If anyone would be willing to help that would be great. Or if you want to join us in the project that would be even better. | r/sportsanalytics | post | r/sportsanalytics | 2025-02-28 | Z0FBQUFBQm9OZU1CUzJCSC0xU1VSejVuZ3RVbVQ4UHRSdk9BMm53alhOajJLbWMzckQxRmh3ZUxvMnBoTlRDNHFsc1VIVjZZMl9tTElDLThwSEh5YzV0aFR4MDc1NUd0cEhIYUFzczBHU2JkNWJZUWJLSTc2alk9 | Z0FBQUFBQm9OZU1JN1RPSEJ3eEhVd3BOUk5ZWTdUM2ZSNkoybHRXM2lOU09jczlUOG5TdV9WZXpJUVIweUFSbFZvVTVTVlJ2NnFtVHB5dzc5aTYtSG1BcDJUNThTRzg4c2prN0tHRExYSXVyUVJWeXNrenZ3aEFudi1PbEhRX255TGVrbF90ZzJubDg1ZTRKWHNBUTVUWEtiS0VyWTd4eDdrS2R4eDRtSEZoelFMQ2VrS2FweHhaQ0RZR2R5dWFmbFItUVdaSTdTVFVJd25Pb3VMOGQ3RVA4SFpYTWRyWXh0QT09 |
We are actually storing part of this. Time for an AMA? | r/filecoin | comment | r/filecoin | 2025-02-28 | Z0FBQUFBQm9OZU1CMC1zdzFtdDFjX2FSQVJrZV9oSjVTaXFLQzc2VVIyWGRMWHBIMzJxWm1MWjEtRVZhRE1oc2Z0dEVVbmwxTVRWQWM2YlJCaWM5aHhTZWRTcXRsdHQ5cUE9PQ== | Z0FBQUFBQm9OZU1JS2VuSlFsWkRCWjlSTlhhRTFZRGFOLUtrODZDa09ZRm93Z1dIbHBLVGRNSkxIUURJdlJXUFR5Z213eUdtRW4tV1F4N3h4U25Ic0x0eXNlbjR6QjZ5d2J1aXlad0ZoRjF0MEU5UzRJcjNiVlotU3lKNDllTDhsWmJGNERzRHFyYlVaM0RaZVhrNkU1Q0RfMUNCcGFaWnVETzNsSzhUMV9QYUx0ZWZJZUhZaE5SNy1zSGdJUE1oRjRhTjBpSWIyLVlra1dkRHhtTmx4VFFubXNRekQ5bVlqZz09 |
I am a sophomore in college studying statistics and data science. Ever since I saw Moneyball as a kid I d always wanted to work in the MLB. I currently have an internship scored this summer with a collegiate baseball team. As I continue through college, anybody have tips I can use to chase my dreams? | r/sportsanalytics | post | r/sportsanalytics | 2025-02-28 | Z0FBQUFBQm9OZU1CQUF1X3lkejEtUXNhVDdFSlpvUkdrWGJlT0MyaUJUV1QxUTlQQ3RfanVJX09sb2RWSlVQQnZmeHJnMnFSaHc0bWRiOFRmQmtBWkpsbk9qVGp2WU8tSVE9PQ== | Z0FBQUFBQm9OZU1JUWktREwxWnU3WDEzQTNxUjFVNjVGUE9CeE5rNHA0eERMdGxQN3A3ZHliVVg3YkMzakNaa0pCZXd0TzlRa0oyVWFRVWxlWGZxUmFFTk5fdV96Tk5tU1hzS1BITnltWENWOUQwVVVzUmlxM2lzeTFGQ3YzWnlkdW80bmJ4OUppOFZFYklwWGxzM3Q3YXVIYnV2dHBIb0JpLXJsaWxQUHNncHhrWDhVQk9DTGZBPQ== |
Del crypto on twitter says is gonna be a life changer at 1000 tokens. I’m in 808 FIL | r/filecoin | comment | r/filecoin | 2025-02-28 | Z0FBQUFBQm9OZU1CQUxiMmItQXdNZFcxUy1ITEJCeVZzSHZPWWN3UXhMN0pLaFhZdTV5b2tRVXBENHdoTkUxaWs2ckdmVGNfbVFkRHlCcVhhcHdWa0V4T0VuT2lnZC01RlE9PQ== | Z0FBQUFBQm9OZU1JNGVoS1VpMDBBeEI0VXY2UGJ6OEdRRGlWb2U3dk5tR1lTTjhzQk5IanVZa2Zwbk5hTWxIT3dyWEFJTC13MFhCc1c5b09ISmVoYXB0UERDeVk0REE5LWZUSXZqQUs3dTBLdFdNdGUtYUw3YUZxeXZKZHNMR3haV1RZVi02bm1RanZub0VhVTk2S1Q0dmlZVDhxMllCYTloa3RfVjlkdUVwdlpERmYxaDRjN05sOFhMWkhkbGtQOURaZzVhN0NyLXRPNHo1T2h2ak96Wl9NQnpZRDBFV3ZzQT09 |
“This is a TOP 50 coin… Right Now!
These are the type of opportunities that make millionaires over night.”
Del crypto on FIL Feb 28th | r/filecoin | post | r/filecoin | 2025-02-28 | Z0FBQUFBQm9OZU1CN09sbDFIRDZIdU9DckRVMUpzeVcwc2JtMTUxY1NfY2VfX3ExcjlXNU83dVY0UXNVT0NQU0ZIb0N2NFM4dU9XNjFXbUhCY2ZjY05jYnRyRjVZZDczZ1E9PQ== | Z0FBQUFBQm9OZU1JR05wWWl4Y0htMWVLVzV5VHNTX1JOS3MyWF9RU2V5S1JUVEF1b00zemdPeEdfQzNLR3plNDZKbVpVT0YtRTJlLXlGdzNSZWtmUDNXQmZicmtMTk5lYnhNZk5MNW9wMlJCTnhKVTk5OWpVQlNwQy1KS0wzS19nZFdUZXQ5QW1mZS1ab3AwQ2haU08xT1lGZEQ0NVBrQnBpX2dUSjVSWnU3SzV1OFdCLTZTQmhzPQ== |
https://youtu.be/YPgkSH2050k?si=hnn1uP0NjwnolnLJ | r/filecoin | comment | r/filecoin | 2025-02-28 | Z0FBQUFBQm9OZU1CU0FmaG5uV2tBOGcxOG9rSWQ2S1ZMdUZuTUtHTGJZM3NoQnNrd2FhSmtfMDA3QVVzb29pZ3BNdW1Eb0Y3bHNCRnpXZG4wbVBPQTd2Rk94MGJSeW5PNFE9PQ== | Z0FBQUFBQm9OZU1JY1Radk9RWGZTUElnOTRxSm9lLTYxMDlpbXd3X0tfWC1pd3ZmNnQwdjZDd2xacHJUYWJndk1ESkkxSDBZVEhqUTN3RkZ1T0txUzJHdnZfRWV3NFp1MHNrWXRyY1RNWlR0ZTA3NUtxb0ozbHB4QWJpUHZFY2c1M3dzcXRJVEdJa29vdDZBVG1BRE85NkdiVW9CWlA3R3dId1RmYndkTF82ektHb3lCeDhLN3FvPQ== |
What's del crypto
https://youtu.be/YPgkSH2050k?si=hnn1uP0NjwnolnLJ | r/filecoin | comment | r/filecoin | 2025-02-28 | Z0FBQUFBQm9OZU1CZGE1ZjhqTWU3Q05QOVBGVHZCeTNUc3hEVmdDdUpCd0dhbGFlend5ZXVxM0VNMTBDWlBBWmZsckliQzlUVUJiQ1BrVGtNbVoxU3VjRkEzOTRVZlRvRnc9PQ== | Z0FBQUFBQm9OZU1JU1Rqd1ZNNV9HdW02dkhxVzJzc2tmaDUzaGdiUGg3T3I1RjA5d3Vtak44RHgybmViSkZRTmVNdldVbG9Dbld0SDQzTjUxOHNMZXVhbDhxZjJEWnBBUXNjSnV5ZkpocUY3VV9YYUlnSTNVczFOeVAxVmM5cVh0RjhJSGtMbE5Ic2lBSFpldXZLZ3U3dzNuSUFTamNTNUNXT1lIcWlaNGVPOE9wMHk3aUdQcUNzaGJIanZ1VzRHUVpxck8yalZXMGUw |
I have 1500 coins and working to get 2k and more this year. I know this coin will change my life! | r/filecoin | comment | r/filecoin | 2025-03-01 | Z0FBQUFBQm9OZU1CbU1OODZ4ZDdKQkNwcWg4UUVKdGxiSjNBTU9PcTdIVkpKRU5KR3lQb2FXVWpQbzJqMVJONkFUa1RYWWdMc0Z5eS1OQkxaQ1gwUENidFVtOW90M2g0aVE9PQ== | Z0FBQUFBQm9OZU1JanZnb2VfUklvTHNRS1dRdWF0X05CeXpPS2pqOFo3RG95VjIwbjVTYXpnem0yUUZYZmNLc1pSdVNnTjZ6eFpwNWoxREoweGlmQUQ3UTNCd21WOFNpaFVDcFlyQ25rdnJObktuVDNEeTBhZDBXUkx6VXdWZXM5QndjRmFpWVdMZUNId1hHcUt0X25sY3JYeFN3bjZnZVNQZEhkVGdQcjg5X093Vk9ON2Q3VUVKUFd6SkpnR2p2dzYyLWhpcnNKbG9v |
A trusted sound in a world full of noise | r/filecoin | comment | r/filecoin | 2025-03-01 | Z0FBQUFBQm9OZU1CT192MkxFeVNmbmN2S3hPSHpFVGEtUU9JLV91MTkxMVE3X3E2LTVUMGhjRGdCRGo2VF9Sa2hwcjQtT0ZvQTVQRXVLUk9iM2FDSENpVnhFS2YtbkJCUFE9PQ== | Z0FBQUFBQm9OZU1JZTlHc0lNUVF0ZWlMTlZISGUyNkJxQy12M0VzNjRhaU9vRDg0RElaSU9lR2ZSMXRoRGhkdUhEb1VSQ3g5UXNnZV8yVXJlTzRsRGVYcjJRMUhNYWtFbE1PYk9zdS11ZE9wQW9PUHpITUFnUmdDZkJmbE9oTml0LXFxZkl4YlUybk5yeWgyZUFzS1A5OW5qSDdrNmUzdDZjd1p3QzF2R0FDQ21WNUd3RG1wc0FqSllIVGRvUVA5cWtRV1N6aFg4ZFNk |
Hope u reach the 1000 mark | r/filecoin | comment | r/filecoin | 2025-03-01 | Z0FBQUFBQm9OZU1CQmkyYkZOc2NIenNNQTMtZWpTMWg4MXFDOWVOWlNoa0VXdWJkSndQLW5FWmRHdDJlU2ZGU2JLbERmMXFlUVA3NklkSjdzdDduZHM5WjFSUG5aN0lfcUE9PQ== | Z0FBQUFBQm9OZU1JVzZPWkJaa0drZ1ltcEJkRG5wQzJ6aF9kMGxwaEI0TjQtNUlXemtIUU5UZDE0U2wwSWo1clJ0QmpFUm5kOWV1WkJ3aDZyREgyUm1rYVk5SHNhVGRoMDhXd2dMVWgzUFZzSG50QWpzYko3aERSWjB4MFk0bWNTM3A2WDBCTjlZRm9GSVVRLUFqamQyV01XVzg1a2JpMG5CN0sxYW1lUVA3c2hXVFM1OGtZNFFDTWNRSnZiR0o2NGYxSU9GYk1RcHR4 |
hey all!
I’m looking for a data provider for all NBA statistics if possible
play by plays
win lose record
player stats
etc - literally every possible stat
do you have any recommendations and which APIs would cover everything?
preferably something affordable too 😅
thanks in advance!! | r/sportsanalytics | post | r/sportsanalytics | 2025-03-01 | Z0FBQUFBQm9OZU1CU2g1dF9MalRLdDJiZ2N0a0hzM3BmTGVxYnVhYzFOZkdlVkxVWWRQc1RBcTNyM1ZHLTVja0pzMm5YRDBmWlo0cmgyX0xLejlNUEtvdzdTMVpGOUFjOFE9PQ== | Z0FBQUFBQm9OZU1JZmpNa000SDBaNHZHd2FKWjVlQjFzci1FRGJVWGlPOHV6ZUJuMDBTdGZlRUt3dEd4cUZlX0tuTlFhWlI3S0ZxajJ5ZS1fWVVXeHRQQzNibDZEcFphZXBydHR0Mi1ySmcxd1BKaWdMMHpfMXVEcTZ4WXFZRjBtWFE1TkZuRXc4TTdQeGF6Sm5wTmRBTWR5N18ycUdhSXpvaGlYQkp3OFZxUHFxVkJtVlNEcG9uTFN5ZlBRbFhOcERKQkVrUVNHT0Fp |
Some of these fintech insurers are def taking advantage of the situation. The valuations they commanded a few years ago was unbelievable. | r/securityanalysis | comment | r/SecurityAnalysis | 2025-03-01 | Z0FBQUFBQm9OZU1CVldjemRYN1ZyZklEQ0pXNU9uMjg5WkFpeUdVZlBka21ESE1JNHVRMnJoX2I4RWJOeDc4UDRBaDZER3RfeUxwM0t4dEhkT2FmdFNDMjlXdWpVUmwwTkE9PQ== | Z0FBQUFBQm9OZU1Jelc1UUdQOHV3SFFQcXdGZS1LWFV6eFBYZzhMUHlsZXBwRjk0d3JuLWw4dWNyMTFIaU5jelMyc3VvQ3djc0I1akxrXzRWVVBzbTdqZDJHSDFFdmZUU05kX3o1OUhLa1ZCeDBiVUpHYU9pZFhlYm5sMmZ0dUZ0OVphYlFILVRrMWpWckpMaTF6cFdfWl9sRXdJSkY0bk5zOTUxTVFSOE9DdFFNV3RCNEFvNG5mbUdSSEZKYmNoMHE4MVBCVVF2Qm5x |
Hello!
The dataset I have created got an update! It now includes over 230 000 football matches' data such as scores, stats, odds and more! All updated up to 01/2025 :) The dataset can be used for training machine learning models or creating visualizations, or just for personal data exploration :)
Please let me know if you want me to add anything to it or if you found a mistake, and if you intend to use it, share your results: )
Here are the links:
Kaggle: [https://www.kaggle.com/datasets/adamgbor/club-football-match-data-2000-2025/data](https://www.kaggle.com/datasets/adamgbor/club-football-match-data-2000-2025/data)
Github: [https://github.com/xgabora/Club-Football-Match-Data-2000-2025](https://github.com/xgabora/Club-Football-Match-Data-2000-2025) | r/sportsanalytics | post | r/sportsanalytics | 2025-03-01 | Z0FBQUFBQm9OZU1CcFdrTHBsdVk4TWVZeWV2UENsb0xUczA1SFZfdWFabFJJNVk0LTV0X09xcVdvRWZVQ3VPaUg1RWxTcGFocG9pT0g2ZmpoU2x3ZzVfeGVKTllDakJmbnc9PQ== | Z0FBQUFBQm9OZU1JdWJrbmNXVnNncUFFZk9TSmU0dEZXWmFzUjF6OTJKaDNyOXN6UlB4MmFnQW9EMEstSEwxOVR4SUdJaGI5Y1lFMlVGVjBaUG1LZWk0ajFSY0tZNVpHaGNtMmJtbTVPbk5Gd29vOFpIVzZacHVqandSRkE3WHY5YVpuOFdGNEFvRVlpanpZQkd6c2NJM1FQX093b2lfZllGNWxTZGF1SWJRSkUzZVQzMGtVUEttS2Vaa1lNMHAzTWc3WlFoSHV0c1dHd3p6YjFPbWhfTEs0VXUzOGRDbzlQUT09 |
it will pump but you must compare the market cap when it pumped in 2021 and how much market cap will be required for same pump | r/filecoin | comment | r/filecoin | 2025-03-01 | Z0FBQUFBQm9OZU1CVXB2T0x0RUFUYXFfRkJDeVRhRlpTWVJNM25GVmVmQXAtV0V4RXdaSHBiblJOZnFwS0dQcF9pNGRIYlFQQWs4RkFGNTA0UkViUVk3T0RNXzZZX0VPeUE9PQ== | Z0FBQUFBQm9OZU1JYy1xZEFUeVZTdVV2QlIxdFBWbzhQTXdPTUdFU1I1eUFuYUtJY0xZRUloZkVsSVpwMkhtWXZ6SngxMk5VS05TblpyemV3b0RYalFKSnhGek5xeTJnRTBFdkE1cFM0VEQ2VUJ4el9jRjBLUDFKZktueUZGUm9QbXF0RUpjd0I2cU0ydUlEd24tZkJSNkk4MEpzb2J5QVI5R18yazQ2a2FqTDRLRzJyRUVPbDNZPQ== |
Botsfolio predicts $60 max by 2030 -> [https://botsfolio.com/crypto/filecoin/price-prediction](https://botsfolio.com/crypto/filecoin/price-prediction) | r/filecoin | comment | r/filecoin | 2025-03-01 | Z0FBQUFBQm9OZU1CNTc3ZHI3VVh0SkpoVTNPTmZhZE1kT1AwTGlmeDVpZVRzTE9XQnQ4OEloWnl4WWl0OWh3NkFGM3E1VDdMZDQxUGZrYUd3YmQ4TnQ3OFQ4T1R0UUlxMkE9PQ== | Z0FBQUFBQm9OZU1JZ0l4bU80YWUyU3BRSHNsNGpuRGoxYlk3RzE2RlUtOHhOZklkUDlxR05zQ2laVVF2eTZwMjRJUVlIdEpabEdRdHVSc2VKUFF5SUZOY2dpc1NDaWZyWDNBQXNxdkNPZkZVaUl3anRwdGJBNFpRU3Y1aTVVRzN1NkdkWWJHWU5hZEVNZk1LNmMtbHdlNGU3aTJaUk5IYTlya19uYTh0SnZwQjZBZmRzeUU1ZjZUSTZaWVJMYVZZUDk2VU9KcUdPOU5ERXJUckh5TVByMEtvWjZ3bTlkNkFSUT09 |
Greenhaven Q4 is out [https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/67c1bf97195b81791576e9ad/1740750744090/Greenhaven+Road+-+2024+Q4+FINAL.pdf](https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/67c1bf97195b81791576e9ad/1740750744090/Greenhaven+Road+-+2024+Q4+FINAL.pdf) | r/securityanalysis | comment | r/SecurityAnalysis | 2025-03-01 | Z0FBQUFBQm9OZU1CeWp2ekZIREtSNC1qajFSQ2tLeW14V1VrdlNhS29JUkRUc1hsRnI2VF9lV3psZ09qcTE4aHVpX3lybmlWZXdNbXRkenJZVDNaaWlQdXFGaHY1bUxMWmc9PQ== | Z0FBQUFBQm9OZU1JYjhkNF95TlBIQ0oxSFdrWnY0aEdFdmRoVmVnVDJMZWRLVnNQUWlfMGF0UThkTUZFcG9HMnZxU0JRcXhad1p3d0ttUG13ZGpsRXZJLVlpSmdIR1JEQzBZLW5LVlh1QzBEeldHaksyTGZQS1RtdlBSOEZqVUlLVHFlUllFRWQxelpQNVJLUEU3NjBDMS1uc0hwODNGT3FibGpOaTE4UVZCRjAyRkQtbkVFdjZZVTAzUlE5UHUwTjVCaHZvS1lRNXlv |
What deflationary mechanism they have? | r/filecoin | comment | r/filecoin | 2025-03-01 | Z0FBQUFBQm9OZU1CTlFvTHpPUFpNaW1xQ2FiOUEtWEpmLVZuRjdDZHhaUUJkcmtWV28xeFIxeUZnc1VkMmhnenNjcWdqYWFNTFJoYUE0VnBEVFV2cVlKZ1V3clR2MEd0WUE9PQ== | Z0FBQUFBQm9OZU1Jejd0QXVfY0pqYTNsTTJCOGlWS2UtcTM3Sk1GZWlidTZWMkJ1TkJEN1hvTDRMQVlGTEU4dkpjQ3FDaU1ORHpJaTVuYnY3cEdWSG1DNy16d0dlMnBKQThhRUxpWkU5czVDR3FYQVlNUVlDU21xWnk3d2tHcVFtblJjM3VNSGc1dzJuWjhYcTNhd3NuOEhfbzJjRkE4X3Vtc3Z1d2RqQkMtYkdxbl9jU2xrWmc4VXc0LWJkczd0OGRFRDRUS1hMQ3dJX3o0TElvTEJPU2hiYXNmbnZZWlNrdz09 |
Agreed. Curious, though, as I think some of the token is designed to be locked up / used for the data side of things? Kindof like Jasmy , where the market cap can drastically shift if tokens are taken out of circulation due to network use? I notice their circulating supply low compared to total supply. Not sure if that’s yet to be released or those are out because they’re locked up already. Anyway, looking forward to it. I have my exit strategy and 808 tokens for now. | r/filecoin | comment | r/filecoin | 2025-03-01 | Z0FBQUFBQm9OZU1CUnVDRDQ0b05rVnFTbDNPYlVrUnN1aTBsdlRqbnl0ZC1JdjRCajZldjVIbzFKcU8xcmFiVC1Sak4wQ2JtamRWb3IwZlJZZ2k2WHktdVltbWNac2VZRVE9PQ== | Z0FBQUFBQm9OZU1JejFrbURUOHdnUVFQeVkyWTlQRXMxc085SlZPMG9xRnJHZEJvN0g1cVJDQW5VV1VfTnU2VWVvaElPbXp6cGhfZ0JHaFVlQUFMYmJSeVh5SUFRRXpyVnljdHRTUndoZE1sdnM3bTZrVmtfcnVRMkV5ZU1DU2Nqd1VoLV8tSlREYXNSaWpqb3VKR29wUGV6N01BX2NxZVhjRXlWb3hzQ05qSFpyQ3ZiNzdNdThJPQ== |
Everything is historical, except the price of the $FIL | r/filecoin | comment | r/filecoin | 2025-03-01 | Z0FBQUFBQm9OZU1CTG9fZkxZNl9MZ0JCZENGU1l0ZG9YLVVzeWllTFZtVkZlNy1nN1NtX0xCS2RhTzdmV191dEUzMHpMWkdIcnpkanNieUVsLWRuLW9BR0F4SDdzLS1QVHc9PQ== | Z0FBQUFBQm9OZU1JcWRoUjBmRjAwdEdqX3hsMnRkODRFcWlZdlhIVW1FVzdwUl9iOS1IcVVoSVlsQ2pVNFUzQUdTQUttQTdfbkI1bU15dGhleGhNbzBzVlh6MnJkQnNrMmJuY0VHWDU5NDVtRnF2VnpJcTZ5RnZYRDY1aFpTR05sMVBPTmE0ZjBzZzFEUkFLa3RGakVJVy0zTGYwY0g4QXdIZWxMQ0dTNzN4c1JhVVR6X2xndVcyQUExa3k1bXdzbGlxeVJSaEFvdExGZm9BZmpaNmYyMDFoYXhZaHlrZXdSdz09 |
Hey guys, what do you think about this tweet
https://x.com/satoru_g2031/status/1895929135333326881?s=46
| r/filecoin | post | r/filecoin | 2025-03-02 | Z0FBQUFBQm9OZU1CNGdfVkxEMERNeTFwcjVvemNqR3pob2FfMzJDODZ2bUNlZjhqaDZ4ajA4Qk5NdDMtZFlpX01IUXVSaHRPUjF2M2xkWGNNMWJjRldDbTFlbTh5cGxUV0E9PQ== | Z0FBQUFBQm9OZU1JRV9wdElfTEw2Rm5kQlpXQlROa19QVWFJQUJEak10TGU2MHEwaWgxOUZUY2ZERF9LR19wX0xhUk0zMUF3SFpOX2VybWE0MDJwZFA1NEU1azlBZTJhOHJBSDBzYUxLQkNvU0s4WWN0UUNLaFBSQ1dRVzJTaUhLSkZTZUdwaWhhUFhUSXpOMWdpd3kwX0tTeXQ4TWFZM3FGQ1NzaEJINjRKMkVOSlA1eHRhQ3prPQ== |
Onky after current useless Filecoin management steps down, it will go up | r/filecoin | comment | r/filecoin | 2025-03-02 | Z0FBQUFBQm9OZU1CWDVHcUZ6VGg3MDZIYTFFTXcwM3lMSldjbmNYa3BUeWZtR1JCQVNFS3A4TkxwQmt5UDQ1TUhGR1NqeWwtY2J5RzB5a28wV21MWl8zR0Y2XzJPRm5aa1E9PQ== | Z0FBQUFBQm9OZU1JQTg0UXRGZUR4MnlZNEpFcWxxR1NyU3lPRk1oUjBWenhJVThmMFljdTFuWEF3OXZDZkJjYjU4NGFLc0I5bzFvMGJUam95ZWxJakRBOElKLTBoM2Jpa3pIbTN2SEtQM2RyVUNKYkI3akhsdnAxQnpZOGxidHA5TWtGQ1EtUloxQkxhZzIxenNYeWxkNFlKVUFLMUhQaE14VlN3ajF0R0RuTVpNT0xnaXJwVlo0PQ== |
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