davinci26

I don't think anyone is using Envoy for peak performance. It is slower than haproxy and nginx but it has other advantages:

* it is super extensible * truly open-source and open to contributions by companies * the codebase is really modern and easy to reason about

I don’t think it’s a good idea.

By adding so much surface area so high up you create a lever for winds to create torque to cape size the vessel.

The way sailing boats circumvent this issue is by having a big long metallic fin at the bottom of the boat(called keel). The keel counteracts the torque of the wind when the boat rotates and brings it back to a steady position.

The problem is that ports have fixed depth so if you modify an existing cargo ship with a keel it will no longer fit into the commercial ports

Envoy comes with ssl support and it uses the google variant of openssl (boringssl).

This is awesome, I've been locking into this for such a long time.

I am using notion now and everything is there so if there was an integration with it I would 100% use it

I had revolut or wealthsimple in mind that both make trading/exchanging money more like a game and a wholesome experience.

I think because of the app the user is "forced" to concentrate and use the whole screen of the app (especially for the phone) it enables a more immersive experience. Whereas most browser apps feel like a transactional thing.

Controversial opinion: Yes, native desktop apps are the future.

Msft is pushing on react-native-windows and macOS has project catalyst. React-native is making cross-platforms native apps viable.

Apps are way more immersive than the browser and it allows the developer to give a gamification experience.

I would love to know your problems with the post :) If you got spare time feel free to reach out either here or via email or via Twitter, whichever is more convenient

Awesome thanks a lot for the constructive feedback! There are a lot of things to unpack. Let me answer the question.

Also, how much leverage are you taking on? Equal to the value of the portfolio since this how much you need to have 1-1 hedge. The hedging instrument is just short selling the stock.

Puru Saxena has a different portfolio.

I am inspired by the hedging mechanism that he uses and I started with the same technical triggers.

The type of hedging you describe in your example is equivalent to just selling the shares, but a little worse.

I see what you are saying and I agree with it.

I am not sure if it is actually worse. Avoiding a tax event on your long position (which in the long run is the most profitable) is actually really important as you more capital to compound.

I know of Quantopian but I have never used and the calculation seemed simple enough to do with vanilla python/pandas. I did not think of using vector of weights, that would be a better approach and much more scalable.

360 would probably be a better number. https://www.investopedia.com/terms/c/commercial-year.asp for CAGR calculation. I did that for the interest but forgot about it in the CAGR.

I am working on my new year resolutions and learn to invest in individual stocks. I am slightly biased towards tech companies.

Why I am doing this:

- Improve my business (learn about different business models) - Improve my product sense - Hearing good CEOs talking at their investors is a great lesson.

What I am building:

- Use Azure to automate stuff and set up notifications for events I am interested in.

- Use python to backtest strategies.

I wrote this thing last week https://medium.com/@davinci260/why-only-buy-when-you-can-als...