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LVMH: At The Bottom Of The Cycle And Primed For Growth
Seeking Alpha· 2025-10-14 21:30
Core Insights - The individual has extensive experience in risk management and financial analysis, with a strong educational background in applied risk management and relevant certifications [1] - The focus areas include risk management, financial analysis, data science, and the influence of economic factors on financial markets [1] - The motivation for writing is to provide actionable insights for investors by translating complex financial data into understandable analysis [1] Group 1: Professional Background - The individual has worked in various roles across leading firms such as EY, PwC, Alpha Bank, and the National Bank of Greece [1] - Expertise includes financial analysis, risk management, and data analysis using tools like SQL, Python, and machine learning [1] Group 2: Areas of Interest - Primary interests are in risk assessment, financial modeling, and stock analysis [1] - A data-driven approach to investing is emphasized, focusing on long-term value creation [1] Group 3: Writing Goals - The aim is to provide informed analysis on market trends, risk management practices, and investment strategies [1] - The goal is to support informed decision-making for investors [1]
X @Avi Chawla
Avi Chawla· 2025-10-13 06:56
If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs.Avi Chawla (@_avichawla):This should be impossible!You can clean any ML dataset in just three lines of code. Flag outliers, find label errors, and more, across:- Any data (tabular, text, image, etc.)- Any task (classification, entity recognition, etc.)100% open-source, built by MIT researchers. https://t.co/xAaKjK4zIM ...
The 2 Biggest Mistakes We Made
So there's two things that we screwed up on. Number one, I'm very much like a technical product seller. Like I love a technical product.Snowflake, you know, was super fat and happy being the cloud data warehouse. And I was going to the engineering team and the founders and everyone saying, "Look, I'm diagnosing where the patient, our customers getting sick with data bricks." And really what was happening is every company needed a data science notebook and they need a world-class data science experience. our ...
AI for Society (brewing beer) | TEDx ROC Nijmegen | Erwin Folmer | TEDxROC Nijmegen
TEDx Talks· 2025-10-07 16:38
Project Overview - Kadustra's data science team embarked on a project to brew beer using AI, aiming to improve upon existing data-driven brewing approaches [2][3] - The project involved two iterations: the first with the Kadustra team and the second with H colleagues and students, each with different goals and AI approaches [2][10] AI and Data Science Application - The team used an XGBoost model to predict beer scores based on recipes from Brewok and Untappd scores [3][4] - For the second iteration, a Bayesian approach and a hop prediction model were used to refine flavor profiles and hop selection, addressing the challenge of over 10 billion options [16][17] - AI was also used for label design (DALL-E) and text generation (GPT), including embracing "hallucinations" [6] Results and Lessons Learned - The first beer achieved a predicted Untappd score of 43%, but the actual score was 34%, indicating room for improvement in taste [8][9] - The second beer, "the honzy pie," achieved a predicted Untappd score of 38%, with an actual score of 36%, considered a success [19] - The project demonstrated that AI can be used in brewing, but craftsmanship and local ingredients are also crucial for success [8][10] Marketing and Publicity - The beer brewing project was used as a team-building activity and a giveaway at an induction event for a new professor [1][10] - The project generated publicity, including coverage on television and in newspapers [1][19] Educational and Recruitment Aspects - The project aimed to attract students to study EI (Artificial Intelligence) at the Han university [2][20] - The university offers a master's program in applied data science and AI, with limited spaces available in September and more spaces in February [21]
The Real AI Bottleneck
We have fundamental limitations in AI expertise. We're not making enough AI practitioners. We're not making enough data scientists who understand data pipelines.Our universities aren't minting enough. Our challenges in the US with immigration don't help that. We have historically sucked the best and the brightest first on J1s to come to our schools and H1s to stay.And if that is not our policy, we need to make them. Right. If the government decides that that that is not the way they want to build a workforc ...
X @Avi Chawla
Avi Chawla· 2025-10-04 06:31
If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs. ...
PayPal's Hidden Transformation: From Payments App To Commerce Powerhouse
Seeking Alpha· 2025-10-02 01:44
Core Insights - The individual has extensive experience in risk management and financial analysis, with a strong educational background including an MSc in Applied Risk Management [1] - The focus areas include risk management, financial analysis, data science, and the influence of economic factors on financial markets [1] - The motivation for writing is to provide actionable insights for investors by translating complex financial data [1] Group 1 - The individual has worked in various roles across leading firms such as EY, PwC, Alpha Bank, and the National Bank of Greece [1] - Expertise includes data analysis using SQL, Python, and machine learning tools [1] - The aim is to write on topics related to risk assessment, financial modeling, and stock analysis [1] Group 2 - The approach to investing emphasizes data-driven analysis and long-term value creation [1] - The individual seeks to support informed decision-making through analysis of market trends and risk management practices [1]
X @Avi Chawla
Avi Chawla· 2025-09-28 06:42
11 plots that data scientists use 90% of the time: https://t.co/9f5RD23rkK ...
X @Avi Chawla
Avi Chawla· 2025-09-27 06:33
If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs. ...
IIT Madras to undertake joint research with Caterpillar Inc as a Global University Partner
BusinessLine· 2025-09-22 10:35
Core Insights - The Indian Institute of Technology Madras (IITM) has partnered with Caterpillar Inc. for joint research as a 'Global University Partner' [1] - The collaboration focuses on research and development in areas such as Advanced Manufacturing, AI and Data Science, Mechanical Engineering, Autonomous Mining Equipment, Gas Turbines & Engines, batteries, and fuel cells [2] - The partnership will also facilitate talent development activities, including internships and full-time employment opportunities for IITM students [2] Collaboration Details - A Memorandum of Understanding (MoU) was signed by key representatives from both organizations, including Bhuvan Anandakrishnan from Caterpillar and V Kamakoti from IIT Madras [2] - The collaboration aims to enhance joint research, consultation, and talent development in engineering and technology, aligning with Caterpillar's Global University Collaboration Model [3] - This partnership coincides with Caterpillar's centennial year, aiming to strengthen existing relationships and foster innovations [3]