AnmolNarula11's Categories

Wise investing (72)
Valuation (68)
Personal growth (47)
Market cycle (42)
Sugar (33)
Accounting (25)
Baba (19)
Marketing (19)
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AnmolNarula11's Authors
48 Laws Of Power Bot
48 Laws Of Power Bot (31)
@48_quotes
Intrinsic Compounding
Intrinsic Compoundin... (17)
@soicfinance
D.Muthukrishnan
D.Muthukrishnan (13)
@dmuthuk
Sajal Kapoor
Sajal Kapoor (12)
@unseenvalue
ContrarianEPS
ContrarianEPS (11)
@contrarianEPS
ishmohit
Ishmohit (9)
@ishmohit1
Jiten Parmar
Jiten Parmar (8)
@jitenkparmar
Dividend Growth Investor
Dividend Growth Inve... (8)
@DividendGrowth
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Kirtan A Shah
Kirtan A Shah
@KirtanShahCFP
In a business where the buying & selling price is fixed by the government, how is that the sugar stocks are rallying so much?

A thread 🧵 to learn how the sugar sector works. Do re-tweet and hence us educate more investors (1/n)

- Sugar is made out of Sugarcane
- The government fixes buying price (FRP – Fair & Remunerative price) for the mill from the farmers at 2.850/Kg
- Selling price is also fixed at Rs. 31/Kg (MSP – Minimum selling price) (2/n)

Lets understand the sector,

- Sugarcane purchased by the mill is crushed to remove the juice (exactly like you have sugarcane juice at a hotel)
- Juice is heated & boiled to remove sugar (3/n)

- The juice can be boiled upto 3 times to remove sugar. Each time it is boiled, sugar is removed, than some water is added and boiled again to remove more sugar (4/n)

- There are 2 by-products as well. The residue left behind after the boiling process is over is like a gum/paste called molasses & the fiber/stem of the sugarcane after juice is extracted (5/n)
SECTORLEARNINGS , ALL , INVESTMENTLEARNING
Alex Garcia \U0001f50d
Alex Garcia 🔍
@alexgarcia_atx
25 Marketing Threads That Will Teach You More Than Any Marketing Class 🧵

1. 10 Marketing Lessons From Steve Jobs That Every Marketer Must Know


2. The Ad Campaign That Changed Advertising Forever


3. How Absolut Vodka Went From 2% Market Share to 50% With One Ad Campaign


4. Why Jeff Bezos named his online bookstore,
MARKETING STRATEGY , ALL , MARKETING
Sumit Grrg
Sumit Grrg
@sumitgrrg
I've read all of Jeff Bezos's 23 years of Amazon shareholder letters twice now.

It's an MBA of its own.

Here's what I learned about startups, entrepreneurship, investing and more:

Your customers are loyal to you right up until the second that someone else offers them a better service.

Listen to customers, but don't just listen
to customers also invent on their behalf.

Here's Jeff Bezos on coming up with the Amazon Kindle:

We set ourselves the incredibly audacious goal of improving upon the physical book.

So don't be afraid to set big goals.

And remember that if you don't execute well, it will be done by someone else.

Many of the problems you'll face will have no textbook solutions, and so you should happily invent new approaches.
STARTUP , COMPANY STUFF , AMAZON
James Baird
James Baird
@james_d_baird
Six threads better than a college degree:

1.


2.


3.


4.
ALL , PERSONAL GROWTH
Brian Feroldi
Brian Feroldi
@BrianFeroldi
1/ How to review quarterly earnings 🧵

A step by step guide using $DXCM as an example

⬇️

2/ The BIG question: Is the thesis on trackâť“

Other question:

âť“Is revenue growing?
âť“Are margins stable/expanding?
âť“Profits?
âť“Balance sheet?
âť“New opportunities?
âť“New threats?

3/ I open 4 browser tabs

Tab 1 - Current company earnings report / shareholder letter

Tab 2 - Previous company earnings report / shareholder letter (check guidance)

Tab 3 - Analyst estimates

Tab 4 - Call Transcript


4/ Tabs 1 & 2 - Find the current & previous earnings report

I search "Dexcom Investor Relations"

I click on "press release"

Open the newest quarterly earnings report and last quarter

It can also be a shareholder letter/presentation


5/ Tab 3 - Find the quarterly analyst estimates

Open up $DXCM in yahoo finance

The "news" section usually has a link to reports on whether the company beat/met estimates

The "analysis" tab is a good source, but sometimes it updates to the next quarter too quickly
TRADING , ALL , AR
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David Perell
David Perell
@david_perell
The Internet rewards unique people.

Find your unique combination of skills, interests, and personality traits.

I call this a Personal Monopoly.

Become the only person in the world who does what you do.

Then, tell the world by sharing your knowledge.


Thanks to @Calalouf for her beautiful drawings.


As you build your Personal Monopoly, don’t just focus on yourself.

Focus on what the world wants too.

Think like an investor.

Find a small and growing market that only a few people write about. Then, learn everything you can about it, and share the best of what you learn.

A Personal Monopoly is a unique intersection of skills, knowledge, and personality that nobody else can compete with.

Personal monopolies aren't found — they're made.

Global markets increase the upside of having a Personal Monopoly, but also make it harder to create one.

The process of building a Personal Monopoly is the process of becoming yourself.

The sweet spot is finding an idea that looks specific to others, but still diverse enough to express the many shades of who you are, where you excel, and what you want to achieve.
ALL , PERSONAL GROWTH