⁠Stock Analysis Compilation
Perritt Capital on Natural Gas Services Group $NGS US

Thesis: NGS provides essential oil and gas compression equipment, offering steady cash flow from long-term contracts in a booming U.S. oil market where equipment scarcity creates high demand

(Extract from their Q2 letter) https://t.co/1wLMdNil4c
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⁠Librarian Capital
VP Harris: "One of my guilty pleasures ... are my Dorritos"

Bill Ackman: "Kamala Harris is promoting Dorritos consumption to voters" https://t.co/XaU3ViHOwt
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⁠Alex Bilzerian
RT @alexbilz: 'Negative Probabilities in Financial Modeling' - Mark Burgin & Gunter Meissner:
https://t.co/sph43bZGnO

Published in Wilmott Magazine in 2012. https://t.co/iUQn7whtRr
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⁠Alex Bilzerian
RT @alexbilz: 'Interpretations of Probability' - Andrei Khrennikov (2003, PDF):
https://t.co/dyFkbYk13E

See Ch. 3 for negative probabilities & Ch. 4 for p-adic probability.
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⁠Alex Bilzerian
RT @alexbilz: This approach induces the rigorous mathematical theory of negative probabilities. https://t.co/oGzw2ZKBVV

'Interpretations of Probability' - Andrei Khrennikov (2003, PDF):
https://t.co/dyFkbYk13E

See Ch. 3 for negative probabilities & Ch. 4 for p-adic probability. - Alex Bilzerian
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⁠Alex Bilzerian
RT @alexbilz: 'Classical Electrodynamics' - J.D. Jackson (PDF): https://t.co/NBSg8QGQB5 https://t.co/xF0k44skRW

The transient behavior of the magnetic field in a conducting medium following the sudden cessation of a sustaining current: https://t.co/8KDumlN8H8 - Alex Bilzerian
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⁠Alex Bilzerian
RT @alexbilz: The recent method to efficiently simulate imaginary time evolution using hybrid quantum-classical computing: https://t.co/0FTpPec1I3 https://t.co/JVMgjqgVYF

Antoine Jacquier prices an option by transforming the heat equation to the Schrödinger equation, using a parameterized quantum circuit for state approximation & optimizing parameters to match the circuit output with the initial state: https://t.co/iuYmf8Cw9A - Alex Bilzerian
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⁠Alex Bilzerian
RT @alexbilz: Lévy path integral Monte Carlo for a particle in a Mexican hat: https://t.co/9IDt8spLl5
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⁠Alex Bilzerian
RT @trishankkarthik: There is a catch

It turns out that mathematics, too, is generally an empirical science like physics

Because Gödel showed there is no single formal axiomatic system for proving all true theorems

Hence why people like Chaitin and Wolfram advocate for experimental mathematics
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⁠Alex Bilzerian
Gregory Chaitin has argued that some mathematical facts may be true for no reason ("true by accident"), and that experimental methods might be necessary to discover and explore mathematical truths that cannot be proved through traditional axiomatic systems.

Thought-provoking:

There is a catch

It turns out that mathematics, too, is generally an empirical science like physics

Because Gödel showed there is no single formal axiomatic system for proving all true theorems

Hence why people like Chaitin and Wolfram advocate for experimental mathematics - Trishank Karthik Kuppusamy
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