What all do I read to keep myself informed about new opportunities and to keep updating myself with the new happenings in the world?

Time for a thread about all tools I use to research,Find information and update myself about different subjects


Blog Subscriptions I am subscribed to for investing:

1. @borrowed_ideas
2. Non-Gaap Substack
3. The Flywheel substack
4. Read The Generalist
5. Kiran D- has a blog on word press
6. Uncommon Profits
7. Used to read stalwart but they reduced the posting
8. @rohitchauhan
9. @IntelsenseI
10. @SeekingAlpha
11. @themotleyfool
12. Betaoalpha Substack by @mehrotra_saket
13. @MarcellusInvest
14. @PerfectResearch

Others that I like to read

1. @TheKenWeb
2. @EconomicTimes Prime. Recently they have improved
3. @TheEconomist
4. @forbes_india
Sectoral experts/Analysts that I follow:

For Pharma- @AdityaKhemka5 , @unseenvalue & @punitbansal14 + Contract Pharma for cdmo

For Banking- @HemindraHazari , Digant Haria and Ashish Gupta from Credit Suisse (he's terrific)

For chemicals- Rohit Nagraj from Emkay Global
and chemical weekly+Chemical reports monthly from B&K securities

Broker reports that I like to read whenever I can:

1. Spark capital-hands down the best reports in the country.

2. Ambit- publish some good stuff. But rarely available

3. JM Financial- exceptional reports.
Youtube Channels that I follow: Have to be careful here, mostly it is noise or shallow backed knowledge

1. PPFAS- synonymous for integrity
2.Recently started watching from @suru27
3. CFA Society channel India and Flame University's channel
4. Podcasts by @safalniveshak
5. PMS Aif world
6. Must watch- Neeraj Shah on BQ Quint
7. Aif &PMS experts

Some of the fund managers I respect the most:

1. @SamitVartak I try to read and watch everything posted by them.

[email protected] - all the letters, interviews and presentations

3. ASK by Bharat shah
4. @rohitchauhan from RC Capital

5. @a_basumallick sheer brilliance due to multiple styles

6. @jitenkparmar

Blogs for worldly wisdom and gyaan

1. @farnamstreet
2. @morganhousel
3. @Sanjay__Bakshi
4. @TheAncientSage
5. @jordanbpeterson
6. YT Channel of Capt. Sinbad
7. Every useful thread on Valuepickr. Might have read more than 48k posts.

8. Follow @nrmangal and Kimi Krishanraj (diffsoft on VP) for forensics.

That is it folks- these have been reading/watching habits for sometime now.

Retweet if you found this useful :)

More from Intrinsic Compounding

More from All

Tip from the Monkey
Pangolins, September 2019 and PLA are the key to this mystery
Stay Tuned!

1. Yang

2. A jacobin capuchin dangling a flagellin pangolin on a javelin while playing a mandolin and strangling a mannequin on a paladin's palanquin, said Saladin
More to come tomorrow!

3. Yigang Tong
Archived: https://t.co/ncz5ruwE2W

4. YT Interview
Some bats & pangolins carry viruses related with SARS-CoV-2, found in SE Asia and in Yunnan, & the pangolins carrying SARS-CoV-2 related viruses were smuggled from SE Asia, so there is a possibility that SARS-CoV-2 were coming from
Master Thread of all my threads!

Hello!! 👋

• I have curated some of the best tweets from the best traders we know of.

• Making one master thread and will keep posting all my threads under this.

• Go through this for super learning/value totally free of cost! 😃



Got these scanners from the following accounts:

1. @Pathik_Trader
2. @sanjufunda
3. @sanstocktrader
4. @SouravSenguptaI
5. @Rishikesh_ADX

3. 12 TRADING SETUPS which experts are using.

These setups I found from the following 4 accounts:

1. @Pathik_Trader
2. @sourabhsiso19
3. @ITRADE191

4. Curated tweets on HOW TO SELL STRADDLES.

Everything covered in this thread.
1. Management
2. How to initiate
3. When to exit straddles
4. Examples
5. Videos on

You May Also Like

Nano Course On Python For Trading
Module 1

Python makes it very easy to analyze and visualize time series data when you’re a beginner. It's easier when you don't have to install python on your PC (that's why it's a nano course, you'll learn python...

... on the go). You will not be required to install python in your PC but you will be using an amazing python editor, Google Colab Visit

This course is for anyone out there who is confused, frustrated, and just wants this python/finance thing to work!

In Module 1 of this Nano course, we will learn about :

# Using Google Colab
# Importing libraries
# Making a Random Time Series of Black Field Research Stock (fictional)

# Using Google Colab

Intro link is here on YT: https://t.co/MqMSDBaQri

Create a new Notebook at https://t.co/EZt0agsdlV and name it AnythingOfYourChoice.ipynb

You got your notebook ready and now the game is on!
You can add code in these cells and add as many cells as you want

# Importing Libraries

Imports are pretty standard, with a few exceptions.
For the most part, you can import your libraries by running the import.
Type this in the first cell you see. You need not worry about what each of these does, we will understand it later.
Knowledge & Bharat : Part V

The Curriculum of Vedic Education :
According to the Ancient Indian theory of education, the training of the mind & the process of thinking, are essential for the acquisition of knowledge.


Vedic Education System delivered outstanding results.  These were an outcome of the context in which it functioned.  Understanding them is critical in the revival of such a system in modern times. 
The Shanthi Mantra spells out the context of the Vedic Education System.

It says:

ॐ सह नाववतु ।
सह नौ भुनक्तु ।
सह वीर्यं करवावहै ।
तेजस्वि नावधीतमस्तु मा विद्विषावहै ।
ॐ शान्तिः शान्तिः शान्तिः ॥

“Aum. May we both (the guru and disciples) together be protected. May we both be nourished and enriched. May we both bring our hands together and work

with great energy, strength and enthusiasm from the space of powerfulness. May our study and learning together illuminate both with a sharp, absolute light of higher intelligence. So be it.”

The students started the recitation of the Vedic hymns in early hours of morning.

The chanting of Mantras had been evolved into the form of a fine art. Special attention was paid to the correct pronunciation of words, Pada or even letters. The Vedic knowledge was imparted by the Guru or the teacher to the pupil through regulated and prescribed pronunciation,