Economic vs. seismic activity
A statement on the radio that California had not experienced a material seismic shock for 20 years made me think ‘what might be the connection...
A highly commended ESG research report
Not every day you build an animal protein producer index that it is well received....
Short recount of Cornerstone
This is a retelling, as best I can do, of the rise of Cornerstone Capital Group as it became one of the largest sustainable investment...
The ego or ‘why do I really want to manage money?’
When I returned from New York, one of things I told people was that I wanted to run a fund. I had not done that...
Designing an R&D module for a customer challenge
I have collected a whole set of notes on a particular challenge faced by a particular customer. I now want to dedicate a 30 day...
Tensorflow
Almost two years ago, I completed the Machine Learning course from Stanford University on Coursera. It was a brutal course using Octave mathematical software to...
Assessing the opportunities
You are faced with three opportunities: A consulting project that involves a sector and approach which you have done before A new advisory project in...
Words to trade by
Source...
For predictive insight, find the Cassowary metric
One of the best feelings from the analyst days was the moment when you finally ‘got it’ about what factor makes a particular company or...
Fast learners
How do you learn fast? Firstly, find someone who has undertaken a venture and listen to the chain of events. Consider what was known in...