wh nreHieW
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| """ | |
| The 2024 Transformer (the Noam Transformer): | |
| - RMSNorm | |
| - GQA or some combination | |
| - Sliding window attention | |
| - Swiglu | |
| - RoPE (Rotary Positional Embedding) | |
| LLM Arches: | |
| hidden | MLP mult. | n_layers | rope_theta | GQA Group Size | GLU Act. | ops |
nreHieW
/ modelling.py
Last active
September 29, 2024 15:53
Discounted Cash Flow (DCF) modelling in Python
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| import pandas as pd | |
| import numpy as np | |
| def calc_cost_of_capital(interest_expense, pre_tax_cost_of_debt, average_maturity, bv_debt, num_shares_outstanding, curr_price, unlevered_beta, tax_rate, risk_free_rate, equity_risk_premium): | |
| market_value_of_debt = interest_expense * (1 - 1 / ((1 + pre_tax_cost_of_debt) ** average_maturity)) / pre_tax_cost_of_debt + bv_debt / ((1 + pre_tax_cost_of_debt) ** average_maturity) | |
| market_value_of_equity = num_shares_outstanding * curr_price | |
| market_value_of_capital = market_value_of_debt + market_value_of_equity | |
| equity_weight = market_value_of_equity / market_value_of_capital | |
| debt_weight = market_value_of_debt / market_value_of_capital |