kyle o’hehir
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financeguy725.bsky.social
kyle o’hehir
@financeguy725.bsky.social
distressed real estate credit
Good year for Texas hedging
December 12, 2024 at 2:57 AM
We should chat
December 2, 2024 at 6:34 PM
kept this short so I could go back to working on this fun new sourcing tool, but if you enjoyed this give me a follow/like/RT!
December 2, 2024 at 4:43 PM
This is fun little example of my process

1. see something weird, but one-off
2. try to find other things like it; making it not a one-off
3. systematically find other things like it using AI
4. lap up that alpha
December 2, 2024 at 4:43 PM
I ran through the spreadsheet and found a couple things I can chase this week
December 2, 2024 at 4:43 PM
It decided to scrape the text from the articles and do some keyword searching

I kinda thought AI would use something clever like...use AI, but I let it do its thing

Took some tweaking, but in an hour or so I had the below
December 2, 2024 at 4:43 PM
Pretty cool and stupid fast

Maybe I can add logic to this so that I don't have to read all these articles and headlines

"suppose we are looking for distressed business opportunities, can you write something to screen these news articles to just things that are interesting?"
December 2, 2024 at 4:43 PM
I hopped in the prompt and basically wrote: "using functional python, build a system that will programmatically find local news articles and populate a spreadsheet with them"

I helped it think through a few things, like choice of API etc

but within 20 mins I had a spreadsheet
December 2, 2024 at 4:43 PM
THE IDEA

I want a system that will scan local news articles every day and highlight things that could be interesting opportunities

This was seriously the extent to which I had spec'd the project out
December 2, 2024 at 4:43 PM
Yesterday, I saw some tweets about Cursor's new Composer Agent

I'm a huge fan of their IDE, so I figured I would test out their agent offering on this half baked sourcing idea

www.cursor.com
Cursor
Built to make you extraordinarily productive, Cursor is the best way to code with AI.
www.cursor.com
December 2, 2024 at 4:43 PM
I write code infrequently these days

My devs are great and know their shit

But I didn't want to distract them with this funky project

Frankly, I wasn't even sure what I wanted to build
December 2, 2024 at 4:43 PM
wen Hunter gift guide
November 30, 2024 at 5:53 PM
Just messaged you (I think)
November 24, 2024 at 3:23 PM
Thanks Russell 🥰
November 24, 2024 at 12:58 PM
Right, I kept the math simple for easy internet consumption
November 24, 2024 at 12:29 PM
Great question, I think we will over time move into the weirder stuff, but I like to stick close to areas where I know I have edge

When trying something new I like to have a lot of room to pay my tuition!
November 23, 2024 at 10:50 PM
Thanks for reading!

As always if you like shitposts and weird credit investing smash that follow button!
November 23, 2024 at 10:23 PM
This is another deal that we've done out of our new fund vehicle

If you want to get involved shoot me a DM or learn more at the link below

loans.constlending.com/credit-fund
Constitution Real Estate Credit Fund
loans.constlending.com
November 23, 2024 at 10:23 PM