But unlike most quants, I run a concentrated, fundamentals-based portfolio. More than 50% of my fund is invested in only eight companies, and they're the kinds of stocks that Peter Lynch and Charlie ...

A note from the author: I wrote this essay with Claude. The drafting was a collaboration, and so were several of the ideas, since AI tools have changed how I work in ways that bear directly on the ...

Basic Python functions for manipulating data that every programmer is used to. These nodes are very lightweight and require no additional dependencies.

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