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Most recents (6)

#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.
2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.
3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.
Read 9 tweets
We wrote a paper proposing a new relaxation of differential privacy that has lots of nice properties: arxiv.org/abs/1905.02383 It's 85 pages long, so here is the TL;DR. Suppose S is a dataset with your data, and S' is the dataset with your data removed. 1/
Differential privacy can be viewed as promising that any hypothesis test aiming to distinguish whether I used S vs. S' in my computation that has false positive rate alpha must have a true positive rate of at most e^eps*alpha+delta. Cool - its easy to interpret this guarantee! 2/
This characterization is exact: its equivalent to the usual definition of DP. But DP is mis-parameterized in that when we compose mechanisms, there is no way to describe the resulting tradeoff between Type I and type II errors with any parameters eps,delta anymore. 3/
Read 11 tweets
New Thread on #FakeNews
#MSMFakeNews
#MSM
Everyday running new #SmearCampaigns
There narratives are failing BIGLY!
NO ONE CARES what CNN,NYT, & Others say everyday on News
@realDonaldTrump
Called em out like he sees them!
@arresthrc
@madmandave1011
#QAnon
#Thread
Here is the video @SpeakerPelosi guiding you on how to work a #SmearCampaigns
What #SmearCampaigns mean
Read 43 tweets
#QAlert 8/28/18 This will be my THREAD for all of #QPosts for Tuesday August 28, 2018. What will the FAKE NEWS push tomorrow? and more!

Let’s go!
@POTUS #QAnon #QArmy #WWG1WGA #PatriotsUnited
#QAlert 8/28/18 Q1938 Full post below
BO closed door necessary.
Red-Handed comms revealed to 'encourage truthful testimony'.
[19] phone calls today - DC/UK/AUS panic?
[WHO] ARE THE FIREWALLS?
What will the FAKE NEWS push tomorrow?
Q
@POTUS #QAnon #QArmy #WWG1WGA #PatriotsUnited
Q1938 Link 1
BO>>UK>>AUS
AUS>>UK>>BO
BO>>Alexander Downer (FVEY)(EX1)
FAKE NEWS BLAST
NARRATIVE SHIFT NEC
[Sample]
politico.eu/article/tony-b…
@POTUS #QAnon #QArmy #WWG1WGA #PatriotsUnited
Read 93 tweets
#QAnon #QArmy #POTUS @realDonaldTrump #WWG1WGA #Winning #Q
1719
Q !
Jul 27 2018 10:20:30 (EST)
Twitter near 20% slide?
FB near 20% slide?
All because of missed earnings?
What does the Street know?
Insiders dumping?
[DC moves slow]
@Jack
MZ
Your hands are dirty.
Q
#QAnon #QArmy #POTUS @realDonaldTrump #WWG1WGA #Winning #Q
Down they go.
Goodbye @Jack
Look those robots up!
It's fun watching them lose all their money.
They are all spying …Will be shutdown and lose all their funding...
Read 90 tweets
Day 2 of quantum advantage workshop at @InHenriPoincare, featuring Ashley Montanaro (@quantumashley), Juan Bermejo-Vega (myself) and Dominik Hangleiter. #LTQI
We kick off with Ashley Montanaro @quantumashley, giving a tutorial about IQP circuits (IQP = Instantaneous Quantum Polynomial time) and potential for demonstrating superior quantum computational performance. #LQTI
Refs:
- Shepherd, Bremner 0809.0847;
- Bremner, Jozsa, Shepherd 1005.1407;
- Bremner, Montanaro, Shepherd 1504:0799;
- Bremner, Montanaro, Shepherd 1610:01808;
Read 24 tweets

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