senith Profile Banner
Senith Mathews Profile
Senith Mathews

@senith

Followers
223
Following
2K
Media
34
Statuses
996

Author, Teacher, Father, Husband, Founder @graduatetutor

Dallas, TX, Chennai, India
Joined March 2009
Don't wanna be here? Send us removal request.
@senith
Senith Mathews
4 years
Build ONE skill today! - Modeling LBOs https://t.co/8qmoa1B1BK - ABCs of DCF Valuation https://t.co/faGrRHMvKC - Modeling Financial Statements https://t.co/nUA5gFWERM - PE/IB Interview Q&As https://t.co/y0RNP7xAz7 - Interpreting Regression Output
0
0
3
@senith
Senith Mathews
8 days
Perspective shifting comments from Reed Hastings
@patrick_oshag
Patrick OShaughnessy
8 days
Reed explains that the job of a board member is not to add value or give advice. It is to replace the CEO: "If the company falls apart, I will be part of replacing the CEO. That's basically the entire job. To have the confidence to do that, you have to learn the business. Board
0
0
0
@senith
Senith Mathews
8 days
Good advice in live and the corporate world!
@AskMichaelTaiwo
Michael Taiwo
9 days
One of the most bizarre things I observed at Shell was how someone would spectacularly fail at a $$$ project, and instead of being demoted or fired, the opposite happens. They get transferred to manage another high-visibility project or even get a promotion! It took me a long
0
0
0
@colejaczko
Cole Jaczko
16 days
A dying patient wrote herself a letter. I think about it often:
42
2K
14K
@burkov
BURKOV
2 months
A math professor noticed his kitchen sink at home was leaking. He called a plumber. The plumber came the next day, tightened a couple of nuts, and the sink worked perfectly again. The professor was delighted. But when, a minute later, the plumber handed him the bill, he was
435
3K
37K
@senith
Senith Mathews
2 months
Unfortunately, Treasury inflation-protected securities, or TIPS didnt seem to help when inflation was high!! What helps? https://t.co/dBf0h6k3L7
Tweet card summary image
wsj.com
TIPS perform best if you get in when inflation is low, research finds.
0
0
0
@Rainmaker1973
Massimo
3 months
In a groundbreaking social initiative, Albuquerque, New Mexico launched a program that pays homeless individuals to clean streets, parks, and public areas. The idea was simple โ€” offers work, dignity, and purpose instead of punishment or pity. The results were remarkable: over
95
842
3K
@senith
Senith Mathews
3 months
Does not explain adequately the huge increase in 2024 vs. 2023 and 2022. Anyone any thoughts!?
1
0
0
@senith
Senith Mathews
3 months
24 10K states "Loss and LAE increased due to additional losses incurred on increased gross premiums earned volume and reduced cessions of losses to reinsurers driven by a strategic reduction of quota share reinsurance and commutations of certain reinsurance agreements."
0
0
0
@senith
Senith Mathews
3 months
Why is $ROOT's LAE as a % of rev increasing!? @realroseceline @KabraxFX any pointers?
4
0
0
@senith
Senith Mathews
3 months
๐Ÿ˜‚
@ebitdaddy90
buyhighsellhigher
3 months
4. Charge fees 5. Donโ€™t forget rule 4, the rest donโ€™t matter
0
0
0
@senith
Senith Mathews
3 months
Incredible that $MSFT's borrowing cost is lower than the US treasury's! Not perfect as the time factor is different. But will all of the finance theory that relies on a risk-free rate be challenged? @AswathDamodaran any thoughts?
0
0
0
@senith
Senith Mathews
3 months
Good mentors, guides, teachers, tutors ofcourse make a HUGE difference!
@kareem_carr
Dr Kareem Carr
3 months
One of the most likely groups to be a Nobel prize winner are people mentored by a Nobel prize winner.
0
0
0
@senith
Senith Mathews
3 months
Thank you Nic!
@captgouda24
Nicholas Decker
3 months
Iโ€™ve started an ongoing project to collect all the datasets which economists can use, all in one place, organized by topic. Started with 50, further suggestions are extremely welcome. It will grow considerably.
0
0
0
@senith
Senith Mathews
3 months
๐Ÿ˜‚ no confusion remains!
@thedavidpowell
David Powell
3 months
Confused about what inference method to use? What level to cluster at? Based on a review of thousands of published empirical studies, we develop a useful heuristic: a good approximation for your standard error is your point estimate divided by 1.96.
0
0
0
@senith
Senith Mathews
4 months
Or the system or community does not give students the time and space to go deep. Under pressure to publish papers, get a job and make money!
@ben_golub
Ben Golub
4 months
Good thread I think a related issue is that most students are not serious about their research. Most are somewhat achievement-motivated. But they aren't deeply trying to understand anything, and rhat shows in their actions/output
0
0
0
@senith
Senith Mathews
4 months
The $55bn Electronic Arts LBO brings Leveraged Buyouts back in the spot light. Learn how to model an LBO with this simple LBO model
Tweet card summary image
amazon.com
Modeling Leveraged Buyouts - Simplified is for MBA, CFA or undergraduate finance students interested in understanding and modeling leveraged buyouts (โ€˜LBOโ€™). This book is also helpful for financial...
0
0
2
@nikunj
Nikunj Kothari
4 months
In today's 996 chest-thumping culture, don't forget about the quiet ones keeping your company together..
96
344
3K
@dhh
DHH
4 months
superversive (adj.) โ€” Said of a person: one who seeks to uplift, ennoble, and inspire others, affirming meaning, beauty, and virtue rather than undermining them. Let that be you.
33
116
1K
@senith
Senith Mathews
4 months
A (sad) joke only a VC will understand ๐Ÿ˜‚
@paulg
Paul Graham
4 months
Jessica: What happened to his company? Me: Venture debt. Jessica: Oh.
0
0
0