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$Tar \u26a1$

Tar ⚡
@itsTarH 2 years, 9 months ago 589 views

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What are food grade recombinant proteins and what makes #LaurusBio exciting? 👇🏼

Making Maruti 800s for an industry where only Ferraris are available 🚙

Cultured Meat and Maruti vs Ferrari problem explained in this video.

https://t.co/F8W6TfGxWq

Pic from my note posted many days ago on ValuePickr.

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$Tar \u26a1$

Tar ⚡
@itsTarH

It's the weekend!

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.

Cash flow statement is a financial statement published by a company every quarter and annually.

It comprises of all transactions that a company does in cash or cash equivalents.

*Cash equivalents are other liquid assets that can easily be sold for immediate cash.

This is what a typical cash flow statement looks like

Cash flow statement is important as it gives you transparency into how the company utilizes its cold hard cash generated by the business.

Because we are following actual cash, there are very few accounting tricks that can be employed in this section.

A cash flow statement has three main parts:

1. Cash Flow from Operations (CFO)
2. Cash Flow from Investing (CFI)
2. Cash Flow from Financing (CFF)

Let's dive into CFO in detail.

*CFI and CFF will be covered in a separate thread

$Tar \u26a1$

Tar ⚡
@itsTarH

Niti Ayog is one of the best places to look at, if you want to learn more about the upcoming reforms, outlook on India for next decade and some of the most pressing economical issues of our generation.

Here is a recent one on EV charging infra.

https://t.co/BGoCTVnlRS

$Tar \u26a1$

Tar ⚡
@itsTarH

It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. Peter Lynch's Six Categories of Stocks
2. How to identify the type of stock you own?
3. How to think and decide about the runway for growth of a company?

Lets dive right in.

For those who do not know (I doubt there will be many), Peter Lynch is one of the most successful fund managers of all time.

He managed a fund called Magellan at US Investment Giant Fidelity Investments and during his 13 yr tenure, he delivered an average CAGR of 29.2%.

Sadly the fund couldn't keep up post Lynch's retirement and his successors weren't able to keep up with his returns.

That's how good Lynch was!

In 1989, a year before retirement, Lynch wrote and published a book called 'One Up on Wall Street'.

Almost 32 years later, the teachings of the book remain relevant.

(Highly recommended read)

Chapter 7 of the Book Titled
"I've Got It, I've Got It - What is It?"

talks about the need to classify stocks.

Peter's argument is that you need to know what kind of stock you hold in your portfolio.

Not all stocks are the same - and he is right!

$Tar \u26a1$

Tar ⚡
@itsTarH

Case Study: Bharat Electronics Ltd

OPM: 23%
Free Float: <5%
QoQ continuous increase in ownership by institutions
ROE: ~20%
ROCE: ~28%
EV by EBITDA: 15

Leading developer of Indigenous Military Drones
Exports are prime focus for the company

D: Invested, not a recommendation

Lots of under owned stocks with robust financials within Defense Sector \U0001fa96\U0001f396\ufe0f

You don't even have to try looking very hard to find something interesting
— Tar \u26a1 (@itsTarH) April 12, 2022

$Tar \u26a1$

Tar ⚡
@itsTarH

#IEX finally getting close to my average price, will start adding it below 150 (15% further correction from here)

Please do your due diligence and do not copy me blindly here

My investments in IEX are part of an experiment to hold a good stock for 10 yrs + buying sporadically

IEX has also started ground work for trading carbon credits

Still believe this is one stock where dividend every year in 10 years can be equal to my entire investment amount considering it throws up so much cash

Still maintain
NSE + Zerodha =

#IEX in my PF is a giant growing dividend paying Gorilla

Main reason I don't mess around with my holdings is cause I expect it to.

Pay Dividend = to my investment within the next decade

Glad they are considering Bonus Issue (tax favorable) instead of Cash Dividend. pic.twitter.com/2cLt6yK0Xw
— Tar \u26a1 (@itsTarH) October 18, 2021

More from Lauruslabs

Conviction | Patience
@unseenvalue

@oldschoolinvest I said 20-25% #CDMO (Synthesis) growth going forward in @IIC_Conference June 2020 conclave. They have delivered better than my expectations.

Never Knowingly Misguide.

Money making and fake advisory/PMS propaganda has never been my agenda

In just 15 years, #LaurusLabs has scaled up like no other..!

Numbers v Narrative: Well balanced 2800 Cr sales + huge competitive advantage in terms of IP/patents/synthesis capability!

Comparing Laurus with others - 1 hrs 28 mins\U0001f447https://t.co/Zzx6AwHZLH

Conviction | Patience pic.twitter.com/I6bImfjDCW
— Conviction | Patience (@unseenvalue) July 5, 2020

Steve Nison
@nison_steve

Laurus Labs - Double top buy will be activated above closing of 690. Target still active: 895 (1%*3 box size and reversal)

✅✅ https://t.co/MtJOLfpzYj

Laurus Labs - I am waiting till 3:15 PM to get confirmation of closing above 700 to add more of it in my portfolio. \u2705\u2705 pic.twitter.com/UxZCuxhuIX
— Steve Nison (@nison_steve) August 9, 2021

Steve Nison
@nison_steve

Laurus Labs - nothing wrong till now on charts. Comfortably placed above MA with minor retracements. the Target of 1035 is intact.

Laurus Labs - Initial Target 895

Shreenidhi P
@nid_rockz

Laurus labs
#lauruslabs

Shareholding pattern of June quarter confirms the entry of

Capital group US and
Societe Generale

Promoters pledge part too has been taken care of fully

FIIs/DIIs increase stake in q1fy22

Prev promoter who was declassified still holds same stake

$Market Learner \U0001f3af$

Market Learner 🎯...
@MarketLearner7

Which are the Best Businesses do you wanna own if Correction Comes?
Best Business I would like to add
Chart Attached with Levels and Logic why should buy the dip
Are U ready with bucket list? please share in comment

@Prakashplutus
@jainchintan67
@rohanshah619
@ca_mehtaravi

It was pretty simple to do—Apple Time Machine backups let me do it with one click.

That first tweet captures, in two pictures, how badly Apple has “lost the plot” (to quote @wylieprof). On the right is the Apple MagSafe adapter, from 2013. On the left, what I had “upgraded” to.

Thanks, Apple! I really was nostalgic for worrying about yanking my computer off the table.

Oh and I really appreciated not knowing if my computer was charging. What was great was the little whoop sound you used, so that the speaker before me could be informed I was charging my laptop.

$Prateechi \U0001f6eb\u2708\ufe0f\U0001f6e9\ufe0f$

Prateechi 🛫✈️🛩️...
@BahuRaani

#Bookmark this

The full story of || Dhruv ||

We’ll see How Dhruv occupied a fixed position in the northern sky?

I repeat “Untold Unsung now Unearthed”

Go through entire thread carefully.

OM NAMO BHAGWATE VAASUDEVAAY

RT & spread the knowledge.
Any questions use #AskPratz

.... continuing from previous thread/story

O prince! Thus concentrate on that omnipotent eternal Lord with the mantra - ‘OM NAMO BHAGWATE VAASUDEVAAY’ .

https://t.co/H62ehDT3ix

So you too go and recite the same mantra in order to please Lord Vishnu.

\u2026To be continued

It\u2019s a beautiful long story. Read it to your loved ones.

(Next Weekly Thread)

We\u2019ll see How Dhruv occupied a fixed position in the northern sky?

Stay Tuned

Jai Maa
_/\\_ pic.twitter.com/7TxdNsoZes
— Prateechi \U0001f6eb\u2708\ufe0f\U0001f6e9\ufe0f (@BahuRaani) February 6, 2021

The prince Dhruv greeted the sages and continued on his journey. At last, he reached a beautiful forest Madhuvan on the bank of the river Yamuna. It was the same forest, which was later occupied by a demon Madhu.

Shatrughana, the youngest brother of Sri Rama had killed demon Lavan, son of Madhu in the same forest & founded the township of Mathura. In the same forest, prince Dhruv decided to carry out his penance. As per the dictate of the sages, he began to recite the mantra continuously

Very soon, the earth began to move because of Dhruv’s severe penance. Even the seat of Indra could not remain stable. A stampede resulted among the gods. The gods then hatched a conspiracy to disturb the penance.

Pietro Invernizzi
@pinverrr

0/ Thread: 11 tips on international expansion for growing startups 🌎 based on last night's conversation with @scott_sage & @daedalium at @_TheFamily

1/ Mindset: Someone from NYC won't think about it twice before taking a 6h flight to the Valley for business. Why do Europeans perceive a 2-hour flight / train ride as such a big deal? Travel more, there's plenty of opportunities around the corner you know nothing about ✈️

2/ If you spent more than a month considering whether to expand abroad or not, just try. What’s the worst that can happen? You can always do a big international launch, fail, try again and communicate it as a big thing every time - no one will care / remember the previous time :)

3/ Europeans perceive int'l expansion as a massive cost and therefore spend 1/10th of what US startups spend on it every year. Invest more, but keep a startup mentality: launch from home first, assess the market & then save costs as you go in, e.g. stay at a friend's; not a hotel

4/ Whilst not excessively risky / costly, expanding internationally is HARD. It's like starting up all over again, finding Product Market Fit all over again & building your team all over again. PMF will have to be your #1 priority, and an indicator of whether to keep going or not

Richard James
@RJSHutton

I think a plausible explanation is that whatever Corbyn says or does, his critics will denounce - no matter how much hypocrisy it necessitates.

One of the oddest features of the Labour tax row is how raising allowances, which the media allowed the LDs to describe as progressive (in spite of evidence to contrary) through the coalition years, is now seen by everyone as very right wing
— Tom Clark (@prospect_clark) November 2, 2018

Corbyn opposes the exploitation of foreign sweatshop-workers - Labour MPs complain he's like Nigel

He speaks up in defence of migrants - Labour MPs whinge that he's not listening to the public's very real concerns about immigration:

He's wrong to prioritise Labour Party members over the public:

He's wrong to prioritise the public over Labour Party

$Anu Satheesh \U0001f1ee\U0001f1f3$

Anu Satheesh 🇮🇳...
@AnuSatheesh5

Thuravoor Narasimha Swamy Temple
Alappuzha, Kerala
#KeralaTemples 🚩

Thuravoor Narasimha Swamy or Thuravoor Mahakshetram is situated in Alappuzha with Narasimha Swamy and Sudharshana Moorthy as main Prathishta.
Temple has separate Sannidhi for Vadakkanappan ( Narasimha) and 👇

Tekkanappan ( Sudarshana).

Sthala puranam says that Vigraham of Narasimha was brought from Varanasi. Swami Padmapadar, shishya of Adi Sankaracharya, had worshipped the same Vigraham at Kashi.
A Namboodiri, on his way to Kashi saw a powerful light which disappeared here 👇

Namboodiri dug the place and he found a beautiful beautiful Vigraham made of Anjanasila. It is said that the vigraham occupied a site, which was the place of Durga Devi
Sudarshana Moorthy is about 6 Ft, Chaturbahu. Deepavali is famous festival here.
Om Narasimha Swamine Namah
🕉

What are food grade recombinant proteins and what makes #LaurusBio exciting? 👇🏼Making Maruti 800s for an industry where only Ferraris are available 🚙

More from Tar ⚡

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What are food grade recombinant proteins and what makes #LaurusBio exciting? 👇🏼

Making Maruti 800s for an industry where only Ferraris are available 🚙