Quentin Guimbert

Credit guy. Buy-side research European REITs

[Quentin Guimbert @GuimbertQ]

@nicochristie I’d love to try it

[Sven @SvenSchnieders]

New post: No, You Can’t Model That

“Knowing that in many cases no one could possibly have an accurate model is extremely valuable”
https://t.co/RlFAHAmamj

[JohannesBorgen @jeuasommenulle]

Let me explain why you can ignore all hysterical calls for PM X or Y & focus on this tweet to understand the short-term dynamics of the French Parliament.
Macron can appoint a PM, the Assemblée Nationale can dismiss the PM. But 289 MPs are needed.
That’s a lot.
Why?
A thread.

[Rusholme Capital @rusholmecapital]

11 TYPES OF CREDIT INVESTOR

Sponsor direct lending - By relationship lending, you mean getting a grid at noon with response due at 3pm? Oh, and yes the sponsor ran out of letters for its EBITDA add-backs so he's now at clause (af)

[Quentin Guimbert @GuimbertQ]

@W98AB @gram_benny @DakotasTwits In most cases I know, companies cover the cost of the membership. So employees are keeping it even if it’s not useful to them

[Quentin Guimbert @GuimbertQ]

@zlatan099772268 @Ophelix1 @ONF_Officiel Suis allé sur place aujourd’hui, enclos fermé au pas de bellecombe (sentier dolomieu).

[Corey Hoffstein 🏴‍☠️ @choffstein]

My company, Newfound Research, turned 15 today.

Coming up on this anniversary, I reflected quite a bit on my career.  I’m not sure why, but this milestone feels larger than I would've expected.

So I decided to write something.

15 Ideas, Frameworks, and Lessons from 15 Years

[Quentin Guimbert @GuimbertQ]

@Ophelix1 @ONF_Officiel Intéressé par la réponse si jamais!

[The Secret CFO @SecretCFO]

There are three key things to understand from the balance sheet:

1. Capital Structure
2. Working Capital Profile
3. Liquidity Headroom

Let's tackle them each in turn

[modest proposal @modestproposal1]

"the SEC has mostly had a pretty easy time arguing crypto tokens are securities.. It is sensible and, I think, correct to extend that to say then surely an exchange where those securities trade is a securities exchange. But it is not quite that simple"

https://t.co/rk9QdJYOv2

[Braden Dennis 📊 @BradoCapital]

This will change every finance professional's career in the next 24 months.

For every AI model, there are imperfections. But, this is just a tool to do your job better.

Retweet and follow for access ahead of launch. Trying my best to get you it before Thursday if we can. 💪

[elvis @omarsar0]

BloombergGPT is a new LLM for finance.

It's a 50 billion parameter language model trained on financial data.

Claims the largest domain-specific dataset yet with 363 billion tokens... further augmented with 345 billion tokens from general purpose datasets.

Outperforms existing models on financial tasks while not sacrificing performance on general LLM benchmarks.

https://t.co/AxFn3e5220

[Aly-Khan Satchu @alykhansatchu]

In a forest full of self-interested hunters, the dark forest stays dark.

Our financial world today is a dark forest, and every big investor, every hedge fund, every bank is a hunter.

@EpsilonTheory https://t.co/abkmn1MYn3

[HonestMath.com @honest_math]

*PLOT TWIST*

We've all seen an example that goes something like this:

Sally invests $5K /yr from 25 to 35 ($50K).

Bob invests $5K /yr from 35 to 65 ($150K).

Despite investing 3x more, Bob can't catch Sally, demonstrating the value of her head start.

THIS IS FALSE.

(1/16)

[Matt Levine @matt_levine]

i know i am screaming into a well here but a very bad thing is people going around saying that elon musk "waived due diligence" and so can't bring up the bots thing.

[Nicolas Goldberg @GoldbergNic]

Le nucléaire et le gaz sont donc inclus dans la taxonomie "verte" de l'Union Européenne

Je suis partagé sur le sentiment à adopter et il est très regrettable qu'au niveau européen, on ne puisse pas parler de nucléaire sans que d'autres pays veulent pousser le gaz...

[Maxence Cordiez @maxcordiez]

Aujourd'hui le Parlement européen débat de la taxonomie (liste des investissements "durables"). Le vote aura lieu demain.

Il est essentiel pour nos objectifs climatiques que l'énergie nucléaire, première énergie bas carbone de l'Union européenne, soit incluse.

[Nicolas Goldberg @GoldbergNic]

Une nouvelle étude a calculé les émissions de CO2 du nucléaire. Proche du GIEC et de l'ADEME, l'étude conclut qu'un réacteur nucléaire français émet 4gCO2/kWh (c'est 40 pr le solaire, et ~500 pr le gaz)

Intéressant... qu'en dire du nucléaire pour le climat? #MiniThread

[Corey Hoffstein 🏴‍☠️ @choffstein]

1/ Why I think the so-called "rebalance premium" isn't real, but why I think rebalancing is still critical for maximizing CAGR.

👇

[Morgan Housel @morganhousel]

Endless Uncertainty

"Uncertainty hasn’t gone up this year; complacency has come down."

https://t.co/J7weirkuRT