First off, my preferred style of investing is more influenced by macro than micro (macroeconomics vs company specific).
THREAD, PM EXIT STRATEGY
I sometimes get the question “At what price do I liquidate my PM portfolio?” The short answer is:
A) I´ll never sell all of it
and
B) I don´t have a PT. I could start selling at $1900 or at $100000, it depends.
For the longer explanation, 👇
First off, my preferred style of investing is more influenced by macro than micro (macroeconomics vs company specific).
I frequently look at certain ratios, or said another way, instrument X relative to instrument Y.
More from Investing
- Everything you need to know
- One-stop-shop for all things smart/connected home
- Higher growth & revenue than closest public competitor $LMND/@Lemonade_Inc
Time for a thread 🧵⬇️
Hippo was founded in 2015 by Assaf Wand, an ex-McKinsey consultant and Eyal Navon, serial entreprenuer and software engineer.
Wand's interest in insurance was inspired by his father's lengthy career in the "antiquated" insurance industry. $RTP
After two years of R&D, fundraising, and product development, Hippo launched in April 2017 in California.
The company's marketing was centered on the delivery of a 60-sec quote for insurance policies, transparent process, and smart home integration.
https://t.co/msy9u2ZpST $RTP
By March 2019, with Hippo insurance available to more than 50% of the homeowners in the US, the company reported a 25% month-over-month sales growth and total insured property value of more than $50 billion, with a 93% customer retention rate.
https://t.co/D5AyWgonVp $RTP
Hippo is going after a slightly different market. Most of the new insurance companies have pitched services to renters and city dwellers made up of the mostly millennial demographic, while Hippo is aiming its services squarely at homeowners. $RTP
https://t.co/MYo9HWDmdV
The One with the Cash Flow Explained
It's the weekend!
— Tar \u26a1 (@itsTarH) May 15, 2021
Grab a cup of coffee, in this thread I will explain
1. What a cash flow statement is?
2. What does it tell you about a business?
3. How to analyze one?
Examples included various Indian companies.
Let's dive right in. pic.twitter.com/c8tNP26Z8K
The One with Free Cash Flow Explained
Its the weekend!
— Tar \u26a1 (@itsTarH) May 22, 2021
Grab a cup of coffee, in this thread I will explain
1. What is Capex?\U0001f4b0
2. What is Free Cash Flow? \U0001f4b8
3. What does Cash Flow from Investing and Cash Flow from Financing tells us? \U0001f4a1
Examples includes some famous companies.
Lets dive right in. pic.twitter.com/HDJgUvE8f8
The One with Mutual Funds
Its the weekend!
— Tar \u26a1 (@itsTarH) May 29, 2021
Grab a cup of coffee, in this thread I will explain
1. How to select a Mutual Fund?
2. Common and costly mistakes people make while choosing a Mutual Fund
3. Some tools and tips to help you while selecting a fund
Lets dive right in. pic.twitter.com/teelsojtn9
The One on Laurus Labs
Laurus Labs : A Visual Story
— Tar \u26a1 (@itsTarH) May 30, 2021
I am a Data Science / Machine Learning developer by profession and data along with finance are my two areas of competence.
I realize how powerful combining both of them can be, so here is a visual analysis for Laurus Labs.