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rubiconcapital_'s profile
Kelly Brown
Kelly Brown
Kelly Brown
@rubiconcapital_

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Kelly Brown

@rubiconcapital_

Independent investor. Concentrated portfolio in high-quality companies with ethical, competent management. Accidental & unofficial COVID-19 data analyst.

linkedin.com/in/kelly-brown…
Joined March 2019

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    Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

    1/ Grab a cup of coffee (or tea) A comprehensive, neighborhood-by-neighborhood review of #SARSCov2 prevalence/trends in the City of Toronto. % positivity & cases, with weekly trends since Aug, AND: *cross referenced with neighborhood census data* The findings are incredible.pic.twitter.com/MPxafNDLi2

    4:44 PM - 18 Nov 2020
    • 84 Retweets
    • 225 Likes
    • Peter Ziegler Jussi Tella Lani | Pearl of the Whorient ✨ YAS BOOBOO ™ 🥀💋🖤🦋🌸 Ben Waldeck Martin Sauvé (he/him) Prime Minister-Elect Orwell George🙂 William H. Caro
    23 replies 84 retweets 225 likes
      1. New conversation
      2. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        2/ Note: even if you are not in Toronto/Canada, I think you will find this data/analysis compelling, and universally applicable re #SARSCov2/#COVID19 learning and public policy implications. Toronto’s diversity (>51% visible minority) makes it an interesting case study.pic.twitter.com/aZX2iiqeUe

        3 replies 4 retweets 29 likes
        Show this thread
      3. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        3a/ In this thread, I show/illustrate: 1. for Toronto’s 140 neighbourhoods (and groups of hoods, e.g. DT Core, Northwest), which have increasing/decreasing % pos & cases per 100k. (Some peaked long before the Oct 10th restrictions. Others still increasing despite restrictions.)

        1 reply 2 retweets 23 likes
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      4. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        3b/ 2. Using detailed census data from 2016, what neighbourhood characteristics/factors correlate (or do not correlate) with % pos / cases & their recent weekly trends (since Aug 30). (Characteristics include industry employment, % low-income prevalence, and % visible minority)

        1 reply 2 retweets 21 likes
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      5. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        4a/ Data note/sources: - Toronto began publishing weekly neighbourhood test % positivity and tests per 1,000 (weekly), and from population data, we can infer cases per 100,000, and their trends.https://www.toronto.ca/home/covid-19/covid-19-latest-city-of-toronto-news/covid-19-status-of-cases-in-toronto/ …

        3 replies 3 retweets 19 likes
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      6. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        4b/ Data note/sources: - for completeness, below are the neighbourhood dataset limitations/caveats from the Toronto #COVID19 tracker website. Note % pos & cases understated, but *directionally correct*.pic.twitter.com/NcPzuAcXOq

        1 reply 3 retweets 18 likes
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      7. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        4c/ Data note/sources: Link to the neighb'hood census data used: https://open.toronto.ca/dataset/neighbourhood-profiles/ …pic.twitter.com/WAtnl4jUFT

        1 reply 3 retweets 19 likes
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      8. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        5/ Okay, let’s get started.pic.twitter.com/J228KTPBMH

        1 reply 1 retweet 16 likes
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      9. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        6/ Here is the overall picture in Toronto since August 30th. Overall rising cases and positivity. (Toronto population ~2.73m people (per 2016 census))pic.twitter.com/IUN0jRkee5

        1 reply 3 retweets 19 likes
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      10. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        7/ But what proportion of the city is experiencing an increase vs. a decrease in those metrics? (defining a decreasing neighbourhood, somewhat arbitrarily, as one that experienced a two week in a row decline in % positivity AND cases per 100,000)

        1 reply 2 retweets 18 likes
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      11. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        8/ 97 neighbourhoods, representing 2.0m people (73% of the pop.), are experiencing rising positivity and cases per 100,000, and account for 84% of new cases in the latest three weeks of this dataset (ending Oct 31st).pic.twitter.com/BWuXX71kMj

        1 reply 3 retweets 18 likes
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      12. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        9/ Conversely, the other 43 neighbourhoods, representing 750k people (27% of the pop.), are experiencing flat/declining positivity and cases per 100,000, and account for just 16% of new cases in the latest three weeks.pic.twitter.com/flGI55cPi8

        1 reply 2 retweets 18 likes
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      13. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        10/ What if we cherry-picked a couple of example areas? Like the Downtown Core (“DTCore”)? How is it doing? Here, %pos & cases/100k peaked at the end of *September*, well in advance of the Oct 10th restrictions. These 10 hoods have a total population of 300,000 (11% of the pop.)pic.twitter.com/1UOoAVvvPl

        1 reply 2 retweets 19 likes
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      14. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        11/ Northwest Toronto (“NWT”), on the other hand, is fairing worse. Some of the highest positivity rates and continued increases in % positivity (now >9%), despite the Oct 10th restrictions. 282k people (10% of pop., and 22% of recent new cases).pic.twitter.com/Ro0R7KMiwm

        1 reply 2 retweets 18 likes
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      15. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        12/ What’s driving the differences? Detail later, but for now just note the following: % of workforce in service industry (defined later): NWT-72% DTCore-41% % of workforce in knowledge/work-from-home industries: NWT-19% DTCore-50% Average Income NWT-$28k DTCore-$49k

        1 reply 3 retweets 25 likes
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      16. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        13/ So obviously we need to explore some of the neighbourhood specific socioeconomic/demographic factors and see how/if they correlate (not necessarily “causate”) to %positivity and case trends. I will focus mostly on workforce composition.pic.twitter.com/ljFn9wTk0l

        1 reply 2 retweets 19 likes
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      17. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        14a/ Workforce composition. The Toronto census data recorded # of people in 20 industry groups (see picture below). I categorize the 20 into four “groups”: http://1.Services  2.Knowledge/Work-From-Home (“WFH”) http://3.Education  http://4.Healthcare pic.twitter.com/H35xe3Htze

        2 replies 2 retweets 17 likes
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      18. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        14b/ Note that I subdivide Service into further “subgroups” into (i) Retail & Other, (ii) Foodservice & Accommodation, (iii) All Other Services. See picture again. Industry legend source: https://www23.statcan.gc.ca/imdb/p3VD.pl?Function=getVD&TVD=118464 …pic.twitter.com/DhxAgXgC2F

        1 reply 2 retweets 17 likes
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      19. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        15/ How does the % of a neighbourhood’s workforce in a given industry “group” (i.e. Service or WFH) correlate with total positivity, maximum positivity, and cases per 100,000? Well, here’s how (shown in table form here, and graphic form to follow):pic.twitter.com/GaqaNy8PJL

        2 replies 3 retweets 20 likes
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      20. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        16/ Some of the data form #15 shown graphically:pic.twitter.com/OFwDw6dIXf

        2 replies 3 retweets 20 likes
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      21. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        17/ We see Service (i.e. community) type jobs strongly positively correlate to % positivity and total cases and knowledge/work-from-home jobs strongly negatively correlate to positivity and cases. Perhaps it is no surprise, but the correlation levels/consistency is incredible.pic.twitter.com/cqigyZCze3

        1 reply 4 retweets 30 likes
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      22. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        18/ Here is where it gets crazy…

        1 reply 1 retweet 16 likes
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      23. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        19/ Let’s visually examine *trends* in positivity for neighbourhoods with the top 25 & 50 highest % and 25 & 50 lowest % of their workforces in either Service or Work-From-Home Industries, in this recent current “wave” (e.g. since August 30).

        1 reply 2 retweets 15 likes
        Show this thread
      24. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        20/ This chart is incredible. The average positivity trend for the top 25 & 50 neighborhoods by % of workforce in the Services industries is a straight line up. And neighbourhoods with the lowest concentration of Services workers…positivity barely budges.pic.twitter.com/NkCA4d3FTR

        2 replies 7 retweets 31 likes
        Show this thread
      25. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        21/ Looking at it the opposite way... i.e. Total % positivity of the neighbourhoods with the 25 & 50 highest vs. 25 & 50 lowest concentrations of knowledge/WFH workers. Neighbourhood % positivity barely budges for the highest concentrations of these workers.pic.twitter.com/gcjkdb68a5

        1 reply 4 retweets 25 likes
        Show this thread
      26. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        22/ So what about those pesky bars and restaurants? With positivity correlating with Services workforces, doesn’t that mean bars and restaurants are the big culprit?pic.twitter.com/GHmb29gKQv

        1 reply 1 retweet 21 likes
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      27. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        23/ Well, it appears somewhat. BUT, of the three Services industry subgroups (foodservice/accom, retail & other, all other services), neighborhood concentration of foodservice/accom industry workers is the *LEAST* positively related to increasing % positivity:pic.twitter.com/Zb2494mcmI

        4 replies 19 retweets 68 likes
        Show this thread
      28. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        24/ Quickly touching on % visible minorities and non-visible minorities. Clearly visible minorities are struggling with #COVID19. The 50 neighbourhoods with the highest visible minority concentration account for 41% of the pop., but have 53% of cases since Aug 30, w/rising % pospic.twitter.com/nlBB5Ix13r

        1 reply 4 retweets 23 likes
        Show this thread
      29. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        25/ % visible minorities in a neighbourhood correlates with concentration of service workers in a neighbourhood, so as we have seen above, occupation could be the driving factor. I will leave it to the immunologists/virologists to comment on immune susceptibility differences.

        1 reply 4 retweets 23 likes
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      30. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        26/ Moving on.. (and almost done)pic.twitter.com/YptxH970YM

        1 reply 1 retweet 18 likes
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      31. Kelly Brown‏ @rubiconcapital_ 18 Nov 2020

        27/ So it appears the task & health cost of containing #COVID19 thru lockdowns/societal restrictions *FALLS HEAVIEST* on lower-income neighbourhoods, with minorities and service workers, who *must* go out into society/community to earn a living, and who may be more susceptible.

        7 replies 20 retweets 81 likes
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      32. Show replies

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