Tar ⚡'s Threads | Buzz Chronicles

Cause everyone wanted to buy it at 300+ and no one wants to buy it at 200

Market is short sighted and loves to buy high and sell low

Sequent is a long gestation stock, it won't deliver it's real earnings until FY23-25

Not suitable investment for those who want 100% return/yr

@itsTarH hey Tariq, any idea why is Sequent falling?
— Vivek (@pa_stock) September 27, 2021

https://t.co/7ytUeSd7gg

Don't expect the earnings to go anywhere till FY23.
Real growth will only come post FY24.

I expect the stock to either correct or stay muted till then. https://t.co/lUQfzxojTO
— Tar \u26a1 (@itsTarH) August 10, 2021

$Tar \u26a1$

Tar ⚡
@itsTarH

📢 Announcement 📢

Every few days, I will post an infographic on some of the topics related to industries I am exploring.

Follow along and retweet to learn with me.

#LearnWithTar

Issue #1
What are Recombinant Proteins?

https://t.co/f8AE9aYqGF

#Laurusbio #RDNA

I now realize the typo with the spelling of Bacteria 😓

Here is a corrected version, if you want to download.

$Tar \u26a1$

Tar ⚡
@itsTarH

Corrected my mistake today, bought #Mastek

First identified it at 1100, by the time I finished researching it went to 1800 Thought will wait and invest at pull back. Soon it was at 2800+

Bought today at 2375
15% of PF

$Tar \u26a1$

Tar ⚡
@itsTarH

Lot of DMs on when to sell. Read the below thread and bookmark it.

It will answer all your questions on when, why and how to sell 👇🏼

When to sell a stock?

A detailed thread.@contrarianEPS

(1/27)
— SWARNASHISH CHATTERJEE (@SwarnashishC) August 8, 2021

$Tar \u26a1$

Tar ⚡
@itsTarH

Bought #IBREALEST at 142
4% of PF
Will add more if it dips

What Jeevan sir means by 'HUL of Real Estate' is that #IBREALEST will be present across all sectors of Real Estate from commerical, residential etc

Blackstone is a leader in housing across the world
Turnaround candidate

Many buy reports in real estate stocks. #IBullreal remains top pick in the sector. This will be Hindustan Lever of real estate...
— jeevan patwa (@jeevanpatwa) August 2, 2021

Not a recommendation, please do your own due diligence. I am not a financial advisor and not SEBI Registered.

$Tar \u26a1$

Tar ⚡
@itsTarH

@Jaydeep_25 Thank you!

All of your questions are answered here.
You will find these addressed at length by the

$Tar \u26a1$

Tar ⚡
@itsTarH

It's the weekend!

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

1. What is index investing?
2. Why S&P 500, Nasdaq 100 and DIJA are different?
3. How to create your own indexes?

Let's dive right in.

You may have noticed at the start of every book, there is a page which lists out various chapters and the page number for each chapter.

This is called the index of contents of the book.

It helps you understand what is where and give you a general idea how to read the book.

If you want to read more about the history of stock market, you can go through this

$Tar \u26a1$

Tar ⚡
@itsTarH

@Rohan_Se Trendlyne has all the research reports available for free for most stocks.

@Trendlyne

Here are all for Laurus

$Tar \u26a1$

Tar ⚡
@itsTarH

Whenever I am bored, I just go watch Alpha Series on @IIC_Conference
Learn something new everytime.

Watching @tusharbohra present on API industry
https://t.co/WYr2DIpVfD

Highly recommended.

$Tar \u26a1$

Tar ⚡
@itsTarH

EPC companies have razor thin margins, they aren't the places to bet on.

It's the commodity makers who make real money and within commodity makers it's the ones with least disruption to their price and limited competition.

In solar chain, these are the solar glass players ☀️👓

$Tar \u26a1$

Tar ⚡
@itsTarH

Wanted to invest in US Stocks?
Next couple of months are good for bottom fishing

High growth stocks with sky high valuations will finally come down to Earth🌎

My shopping list includes the below

Planet Labs
Rocket Lab
Upstart
Coupang
QS
Roblox
Ginkgo Bioworks

High Risk 🅾️

Two frequent questions

1. What website to use for data?
https://t.co/8A7w6qX4VQ

2. How do

Ans'ing other Qs, don't know all the companies, there are too many to track & I stick with what I know

Don't feel FOMO, entire year high growth names will correct

Hunt for picks within recent SPACs, most are duds, but higher chances you find a

$Tar \u26a1$

Tar ⚡
@itsTarH

#IEX Annual General Meeting

$Tar \u26a1$

Tar ⚡
@itsTarH

This is pretty much all there is to valuations 👇🏼 I personally follow this same process.

(Excuse the handwriting, rough notes from CFA L2 Equity Valuations)

$Tar \u26a1$

Tar ⚡
@itsTarH

“I work on what product we should go after because that will ultimately decide how well we are doing,” says Chava, who has brought more than 50 products to market in the last 15 years.

Forbes Profile on Dr.Chava

$Tar \u26a1$

Tar ⚡
@itsTarH

I truly believe next 25 years of India will be better than previous 75 put together.

Happy Independence Day

Jai Hind

$Tar \u26a1$

Tar ⚡
@itsTarH

Prof. Damodaran is the OG.

Here is a playlist of his valuation class he teaches at NYU Stern.
The same lectures are recorded and uploaded for free for anyone to learn.

https://t.co/fraTT0gUUM

Education and Knowledge is freely available, just need to know how & where to look.

$Tar \u26a1$

Tar ⚡
@itsTarH

It's the weekend!

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

1. What is a Yield Curve?
2. Why is it an important indicator of Recession?
3. Is an Economic Recession around the corner?

Lets dive right in!

Before we understand a Yield Curve, lets get some of the basic terminology out of the way

1. What is a Bond?

A bond is a fixed income financial instrument which represents a loan made by an investor to a borrower

The investor typically receives payment in the form of interest and a lumpsum (principal) on maturity

The interest rate on a bond is known as coupon rate.

There are many types of bonds like

1. Zero Coupon : Pays both interest and principal at maturity
2. Sovereign Bonds : Issued by a Government or a Quasi Government Institution
3. Corporate Bonds : Issued by corporate like banks, established companies etc.

Coupon (Interest Rates) on a bond are decided based on the issuer's credit rating

The higher the credit worthiness of the issuer, the lower the coupon rate

Credit Rating on a Bond is usually assigned by credit rating agencies like Moody's or Standard & Poor's (S&P)

$Tar \u26a1$

Tar ⚡
@itsTarH

If you want to learn about pharma CDMO industry market, this is a gem of a resource.

Available whenever you get your podcasts.

Wherever*

$Tar \u26a1$

Tar ⚡
@itsTarH

I have been asked this Q a lot
So answering here for benefit of all

1. I am no expert in managing time, just got better at it after years of practising, still lots to learn

2. 24 hr is a lot of time
Track each hr of your time for a week and you will see how much of it is wasted

Can u check ur dm once ? When u find time ?
— Naishadh (@Naishadh3) September 3, 2021

3. You cannot accomplish everything in a day but you certainly can accomplish everything in a week.

Set goals every night for things you want to accomplish the next day and set goals on a Sunday for things you want to accomplish the coming week.

4. Create To Do Lists
The small act of striking something off your to do list triggers dopamine in your brain that helps you keep going

5. Learn to prioritise
Not everything and everyone is equally important, so you will have to learn to prioritise one over other

6. These are just some of the things I do. If required will write a detailed post on things I do to manage my time.

7. Recommended Book to read on this subject

Make Time
Atomic Habits

8. Recommended YouTube channels to follow

Ali Abdaal
Thomas Frank
Matt D'Avella

Will leave you will my favourite quote

"The trajectory of your life bends in the direction of your habits"

Improve your habits, get control of your time and see how your life transforms.

Have a happy and productive day ahead 🌤️