BC ALL
Saved by @KyeyuneIlona

I have an MBA in finance

But I’ve learned 10x more about investing from listening to podcasts than I did in school

Here are 24 podcasts that I regularly listen to that will make you a better investor⬇️

 1/ Acquired -- @AcquiredFM

This podcast "tells the stories of great companies"

Ben Gilbert & David Rosenthal do a great job of talking through acquisitions & have a stellar list of guests
2/ Animal Spirits

@awealthofcs & @michaelbatnick break down financial news, share insights that they are thinking about, and recommend TV shows & movies
3/ The Business Brew

@BillBrewsterSCG does long-form, in-depth, discussions about capital allocation and the psychology of investing/business
4/ Capital Allocators

@tseides has an amazing series of guests that discuss all facets of investing

His recent book -- Capital Allocators -- takes all of the top learners from his interviews and condenses them into a book
5/ Chit Chat Money

@CCM_Ryan & @CCM_Brett have a great string of guests and do great deep-dives on a wide range of stock
6/ Choose FI

@ChooseFi isn't purely about investing, but they have had an amazing number of investing-focused guests and they DO talk about a range of financial topics related to money, personal finance, financial freedom, & investing
7/ FYI -- For Your Innovation

@ARKInvest & @CathieDWood talk about a range of investing topics and provides ideas for how to invest in the biggest innovations of our time
8/ Industry Focus

Call me biased, but I listen to @MFIndustryFocus every day. Each day the show dives into a different sector of the market and brings up stock ideas & business stories. Hosts include @TMFJMo, @flippen_emily, @WilyLewis, & @investingnick.
9/ Infinite Loops

@jposhaughnessy & @InvestorAmnesia talk to amazing guests about stories, ideas, and teachers related to investing
10/ Invest Like The Best

This has become one of the most popular business podcasts on the planet, and for good reason. @patrick_oshag is the host and attracts incredible guests to share stories, ideas & methods that always make me think
11/ Investing City

@investing_city combines equity research with a good mix of guests to open up new ideas and ways of thinking
12/ Limelight Alpha

@ebcapital talks stocks, market news, and has occasional guests. Recently @JonahLupton was on the show
13/ Masters in Business

@ritholtz talks with top-notch guests about business news, macroeconomics, & capital allocation. His episode last year with Jeremy Siegel is a must-listen.
14/ Motley Fool Answers

@AnswersPodcast

@RobertBrokamp & @alisonsouthwick mostly talk about personal finance, but they also sprinkle in lots of investing lessons in an incredibly easy-to-understand format
15/ Market Foolery - @MarketFoolery

I've been listening to this podcast since day 1. @TMFChrisHill and a range of guests break down the business news of the day in a fun and fast format
16/ Millennial Investing

@therobertleonar does a wonderful job at bringing on guests and talks about investing in stocks, real estate, crypto, and more
17/ Money Guy Podcast

@moneyguyshow & Bo Hansen talk a lot about the psychology of money, investing mistakes to avoid, and how to get your 'army of dollars' working for you
18/ Motley Fool Money

@MotleyFoolMoney

I have also been listening to this podcast since day 1. @TMFChrisHill & co break down the biggest news stories of the week & cover earnings of the most popular companies. Lots of investing stories/lessons sprinkled in
19/ Planet Microcap

@BobbyKKraft talks with a range of guests about investing in microcap stocks but also covers a number of other investing strategies
20/ The Pomp Podcast

@APompliano mostly focuses on crypto & bitcoin, but he also sprinkles in a lot of other topics related to the big macro. He regularly gets top-notch guests that go deep into specific areas.
21/ Rule Breaker Investing

@DavidGFool talks about individual stocks, games, author interviews, and shares stories about stocks. His "5 stock samplers" have been CRUSHING the market.

David is one of the best investors of all time. It's crazy that this podcast is free!
22/ 7Investing

The @7investing podcast features @7Innovator, @Matt_Cochrane7, @7investingSteve, @worstideas7 & more cover investing news, have great interviews with other investors and share their latest thoughts
23/ Sweaty Startup

Nick is one of the most impressive guys I've ever met. While the @sweatystartup podcast primarily focuses on real estate, you can still learn a ton of great lessons on investing in general by listening to Nick's stories, lessons, & guests
24/ Value Hive

@marketplunger1 talks with a range of guests about specific stocks, industries, strategies, and the investing process

More from Brian Feroldi

Brian Feroldi
Brian Feroldi
@BrianFeroldi
I own 7 stocks that are 15+ baggers (and counting)

Here are 10 traits they all have in common:

The data:

Stock / # of bags / purchase year:

$AMZN / 15+ / 2010
$FB / 15+ / 2012
$GOOG / 15+ / 2009
$MELI / 15+ / 2011
$CMG / 20+ / 2012
$NFLX / 60+ / 2010
$TSLA / 60+ / 2012

1: Founder-led

$AMZN - Bezos
$CMG - Ells
$FB- Zuck
$GOOG - Page
$MELI- Galperin
$NFLX - Hastings
$TSLA - Musk

Founders tend to be:
+Detail oriented
+Innovative
+Mission driven
+Think long-term
+Have skin/soul in the game

Look for founders!

2: Consumer-facing

All of these companies attract millions/billions of consumers

This eliminates customer concentration risk and enables long-term brand building

3: High sales growth

All of these companies were growing revenue 20%+ BEFORE I bought them

Sales growth is the engine that drives profit growth

Profit growth is the engine that drives stock appreciation

Find companies that can grow sales 20%+ for decades
BUSINESS
Brian Feroldi
Brian Feroldi
@BrianFeroldi
Accounting is the language of business.

If you buy stocks, you MUST learn how to read a balance sheet.

Here’s everything you need to know:

The balance sheet is one of the 3 major financial statements.

It shows company’s:

▪️Assets: What it owns
▪️Liabilities: What it owes
▪️Shareholders Equity: It's net worth attributable to its owners

At a fixed point in time

That “at a point in time” part is key!

A balance sheet is a SNAPSHOT of a company’s net worth.

It is usually measured at the end of a quarter/year.

That’s different from an income statement or cash flow statement, both of which are measured over periods of time

All balance sheets follow the same formula:

Assets = Liabilities + Shareholders Equity

This formula must be in balance at all times

(Hence the term “balance sheet”)


Side Note:

This formula can be easily re-arranged into the “net worth” formula that you are already familiar with

Assets - Liabilities = Shareholders Equity (Net worth)
BALANCESHEET
Advertisement
Brian Feroldi
Brian Feroldi
@BrianFeroldi
Worried about the recent market drop?

Here are 24 top investing quotes from Buffett, Bogle, Graham, and more that can help🧵

"If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks."

-- John Bogle

"Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble."

-- Warren Buffett

“Individuals who cannot master their emotions are ill-suited to profit from the investment process”

-- Benjamin Graham

"A calm sea does not produce a skilled sailor."

-- Tom Culve
INVESTING
Brian Feroldi
Brian Feroldi
@BrianFeroldi
I asked, “What are the first metrics that you look at when evaluating a new stock?”

I received 322 replies

Here are 10 great metrics to look at first (and how to find them):

1/ Market Capitalization

Why: Shows the current size/scale of the business

Where: @YahooFinance (image), @theTIKR , @KoyfinCharts ...etc


2/ Sales Growth Rate

Why: Shows the business model works & current growth rate

Where: @stockcardhq (image), SEC filings, @theTIKR...etc


3/ Free Cash Flow

Why: Is business generating cash or burning cash?

Where: @YahooFinance (image), SEC Filings, @stockrow1...etc


4/ Returns on capital (ROE, ROIC, ROA)

Why: Shows capital efficiency of business

Where: @stockrow1 (image) , @ycharts , @YahooFinance...etc
FUNDAMENTAL , FUNDAMENTAL ANALYSIS
Brian Feroldi
Brian Feroldi
@BrianFeroldi
1/ I'm a huge fan of checklists

I use them every day to help me find great investments

Want to create your own investment checklist?

Here are some great resources to help you get started

⬇️


2/ Here's my free public spreadsheet that details my current

3/ Here's my detailed board post about how to use the

4/ Here's a detailed thread on Michael Shern's EXCELLENT investment


5/ Here's a thread on how I created my
TRADING

More from All

Angad Singh
Angad Singh
@Singh7575
𝙎𝙝𝙖𝙧𝙞𝙣𝙜 𝙢𝙮 𝙬𝙞𝙨𝙙𝙤𝙢 𝑾𝒐𝒏'𝒕 𝒃𝒆 𝒔𝒖𝒓𝒑𝒓𝒊𝒔𝒆𝒅 𝒊𝒇 𝒕𝒐𝒎𝒐𝒓𝒓𝒐𝒘 𝒖 𝒓𝒆𝒂𝒅 𝒕𝒉𝒆 𝒔𝒂𝒎𝒆 𝒔𝒕𝒖𝒇𝒇 𝒊𝒏 50𝒌 𝒘𝒐𝒓𝒌𝒔𝒉𝒐𝒑 𝒐𝒓 𝒔𝒐𝒎𝒆𝒐𝒏𝒆 𝒎𝒂𝒏𝒂𝒈𝒊𝒏𝒈 𝒚𝒐𝒖𝒓 𝒎𝒐𝒏𝒆𝒚 𝒘𝒊𝒕𝒉 𝒔𝒂𝒎𝒆 𝒍𝒐𝒈𝒊𝒄
Simple and effective way 2 make Money


Idea 1:- Use pivot level like 14800 in case of nifty and sell 14800straddle monthly expiry (365+335) exit if nifty closes on daily basis below S1 or above R1

After closing below S1 if it closes above S1 next day or any day enter the same position again vice versa for R1

Idea2:- Use R1 and S1 corresponding strikes multiple
Incase of R1 15337 take 15300ce
N in case of S1 14221 use 14200pe
Sell both and hold till expiry or exit if nifty closes below S1 or above R1 around closing
If the same bounces above S1 and falls below R1 re-enfer same strikes

Use same criteria for nifty, usdinr and banknifty

(This is must)Use this margin rule for 1lot banknifty pair keep 4Lax margin
For nifty one lot keep 3Lax
For usdinr 100lots keep 4Lax

I bet you if you do this on consistent basis your ROI will be more than 70% on yearly basis.

Couldn't explain easier than this

Criticisms are most welcomed.
OPTIONSLEARNINGS , MONTHLY OPTIONS SELLING , OPTIONS LEARNING
Aditya Todmal
Aditya Todmal
@AdityaTodmal
A Thread on the Boss himself @Mitesh_Engr

Mitesh Sir's Positional Option Selling 101:

• How to find direction
• Which options to sell
• How to deploy capital
• Exit criteria
• What ROI he targets weekly
• What % risk he takes

Done with the help of @niki_poojary


How @Mitesh_Engr Sir finds the direction?

• Daily charts S/R
• 75 min charts S/R
• Intraday trend
• Always play directional
• Never trades in strategies


Which options to sell in weekly expiry according to @Mitesh_Engr?

• Weekly candle High/Low
• Sell 1% away options from those
• Exit when levels breached


Position Sizing by @Mitesh_Engr Sir.

How to deploy your capital?

• First sell 20%
• Pyramid the next day
• When to exit
• What to do when view goes wrong
• What to do with idle capital


Some important tweets of @Mitesh_Engr Sir

• What Data to look at
• ROI for safe players per month
• Max risk per day
• Gather knowledge and play directional
• Never play strategies
OPTIONS LEARNING , ALL , MPLEARNINGS
Advertisement
\U0001d54d\U0001d560\U0001d56a\U0001d552\U0001d558\U0001d556\U0001d563
𝕍𝕠𝕪𝕒𝕘𝕖𝕣...
@V0YAGERTWEETS
Ｇａｕ Ｍａｔａ Ｉｎ Ｖｅｄｉｃ
Ｃｕｌｔｕｒｅ

It is said that the one who bears the dust thrown from the hoof of Gaumata on his head, as if taking a bath in the water of the teerth sthalam and getting rid of all sins.


Ved and all other Hindu scriptures venerate the cow. The Vedic dictionary, Nighantu, gives amongst other synonyms of 'Gau' [ or cow] the words 'Aghnya', 'Ahi', and 'Aditi'.

Yaska the vedic decoder and commentator on Nighantu, defines these as-

Aghnya —— the one that ought not to be killed
Ahi —— the one that must not be slaughtered.
Aditi —— the one that ought not to be cut into pieces.

These three names of cow signify that this is an animal which should not to be put to tortures. These words appear frequently throughout the Veda in context of the cow.

But in due course the falsehood of killing cows spread far and wide and they became even more deep rooted when western scholars with their half baked knowledge of Sanskrit transliterated these interpretations of commentaries of Sayanacharya ,
ALL
Siddharth Karamcheti
Siddharth Karamcheti
@siddkaramcheti
How can we use language supervision to learn better visual representations for robotics?

Introducing Voltron: Language-Driven Representation Learning for Robotics!

Paper: https://t.co/gIsRPtSjKz
Models: https://t.co/NOB3cpATYG
Evaluation: https://t.co/aOzQu95J8z

🧵👇(1 / 12)


Videos of humans performing everyday tasks (Something-Something-v2, Ego4D) offer a rich and diverse resource for learning representations for robotic manipulation.

Yet, an underused part of these datasets are the rich, natural language annotations accompanying each video. (2/12)

The Voltron framework offers a simple way to use language supervision to shape representation learning, building off of prior work in representations for robotics like MVP (https://t.co/Pb0mk9hb4i) and R3M (https://t.co/o2Fkc3fP0e).

The secret is *balance* (3/12)

Starting with a masked autoencoder over frames from these video clips, make a choice:

1) Condition on language and improve our ability to reconstruct the scene.

2) Generate language given the visual representation and improve our ability to describe what's happening. (4/12)

By trading off *conditioning* and *generation* we show that we can learn 1) better representations than prior methods, and 2) explicitly shape the balance of low and high-level features captured.

Why is the ability to shape this balance important? (5/12)
ALL
Buzz Chronicles
Buzz Chronicles
@buzz_chronicles
@SaveToBookmarks Salut! Pleasure is mine. Original tweet by @AchuthArora: "@FitFounder @buzz_chronicles @rattibha @SaveToBookmarks save as Workouts". Enjoy 👉

Hola! You can find it here. Original tweet by @SaveToBookmarks: "@AchuthArora @FitFounder @buzz_chronicles @rattibha Thanks bro!

This tweet has ...". Enjoy 👌
ALL

You May Also Like

Kirsti Miller
Kirsti Miller
@KirstiMiller30
@FionaPearman @ScottMorrisonMP Morrison is our statue of unempathic neoliberalism - erected by evangelical and corporate Australia to celebrate their victory over compassion, equality and secular humanism. 

Hopefully it gets pulled down like the statues of dubious heroes of oppression from an earlier age.


@ScottMorrisonMP The two-party-preferred system in 
Australia politics isn’t working for people, and it sure isn’t working for the planet.

@ScottMorrisonMP My collapse of faith in our democracies isn’t an accident. It’s one of the central victories of the neoliberal project, delivered through two generations of privatisation, outsourcing and deregulation, underfunding of government services (locked in by tax cuts),...

@ScottMorrisonMP restricting freedom of information, targeting whistleblowers and raiding the media who report on them, delegitimising and gagging public interest advocacy, and criminalising protest.

@ScottMorrisonMP Politics in Australia today relies hugely on the fact that most people don’t know most of what’s going on so as to get away with stuff that couldn’t be done under real scrutiny we have seen a clear example of this with the National Coronvirus Cabinet.
FOR LATER READ
Maker Weekly
Maker Weekly
@makerweekly
#24hrstartup recap and analysis

What a weekend celebrating makers looks like.

A thread

👇Read on

Let's start with a crazy view of what @ProductHunt looked like on Sunday

Download image and upload

A top 7 with:
https://t.co/6gBjO6jXtB @Booligoosh
https://t.co/fwfKbQha57 @stephsmithio
https://t.co/LsSRNV9Jrf @anthilemoon
https://t.co/Fts7T8Un5M @J_Tabansi
Spotify Ctrl @shahroozme
https://t.co/37EoJAXEeG @kossnocorp
https://t.co/fMawYGlnro

If you want some top picks, see @deadcoder0904's thread,

We were going to have a go at doing this, but he nailed it.

It also comes with voting links 🖐so go do your


Over the following days the 24hr startup crew had more than their fair share of launches

Lots of variety: web, bots, extensions and even native apps

eg. @jordibruin with
MAKERS
Advertisement
Elizabeth May
Elizabeth May
@_ElizabethMay
This is NONSENSE. The people who take photos with their books on instagram are known to be voracious readers who graciously take time to review books and recommend them to their followers. Part of their medium is to take elaborate, beautiful photos of books. Die mad, Guardian.


THEY DO READ THEM, YOU JUDGY, RACOON-PICKED TRASH BIN


If you come for Bookstagram, i will fight you.

In appreciation, here are some of my favourite bookstagrams of my books: (photos by lit_nerd37, mybookacademy, bookswrotemystory, and scorpio_books)
FUN
Anu Satheesh
Anu Satheesh
@AnuSatheesh5
Beautiful story of Shri Krishna, Mata Rukmini & Satyabhama which teaches the importance of Bhakthi.
Devotion is important than anything.
#bhakthi
🕉
Satyabhama, royal princess was very proud of herself. Rukmini was very humble, her devotion was pure to Shri Krishna.


One day, Rishi Narada( Kalahapriya) arrived in Dwaraka and met Sathyabhama. In between the conversation he hinted that Krishna exhibits affection more to Rukmini than her. Worried Sathyabhama asked what can should be done to gain Krishna's undivided attention.
@SriramKannan77


Narada asked Satyabhama to make a vow, that she will hand over Krishna to him as a slave, if she cannot trade wealth equivalent to Krishna's weight. Narada thus convinces Sathyabhama that Krishna will admire her for sacrificing all her wealth for him.


Sathyabhama was sure that she have enough wealth to balance Krishna.

She went to Krishna and told about her vow to Narada. Krishna patiently listened to her and accepted the challenge. Satyabhama arranged to bring large scales to weigh and brought all her precious jewels.


Krishna patiently sat on one plate of the Scales (tula). Sathyabhama started piling up the gold, jewels on the other plate. She kept adding more and more wealth, but the pan with Krishna did not even budge. Even after keeping all her jewels the scale did not move a little
RELIGION
John Myles White
John Myles White
@johnmyleswhite
This post is pretty bizarre, but it manages to hit on so many false beliefs that I've seen hurt junior data scientists that it deserves some explicit

(1) The notion that R is well-suited to "building web applications" seems totally out of left field. I don't feel like most R loyalists think this is a good idea, but it's worth calling out that no normal company will be glad you wrote your entire web app in R.

(2) It is true that Python had some issues historically with the 2-to-3 transition, but it's not such a big deal these days. On the flip side, I have found interesting R code that doesn't run in modern R interpreters because of changes in core operations (e.g. assignment syntax).

(3) "Most of the time we only need a latest, working interpreter with the latest packages to run the code" -- this is where things get real and reveal some things that hurt data scientists. If this sentence is true, it's likely because you don't share code with coworkers.

(3) Really is a broader issue in data science: people only think of what they need to do their work if no one else existed and code was never maintained. Junior data scientists almost always operate on projects they start from scratch and don't have to maintain for long.
DATA SCIENCE