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
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
12. Betaoalpha Substack by @mehrotra_saket
Others that I like to read
2. @EconomicTimes Prime. Recently they have improved
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
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.
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
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
5. @a_basumallick sheer brilliance due to multiple styles
Blogs for worldly wisdom and gyaan
6. YT Channel of Capt. Sinbad
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
3rd time for me personally
Every sector (Manufacturing, Textiles, Foods, Consumer Products, Materials & Renewable Chemicals, Life Sciences and so on will be impacted by Bioeconomy. Must study ... !)— Conviction | Patience (@unseenvalue) July 28, 2021
Industry 5.0 Vision 2 \U0001f9ec @soicfinance
[Explained from timestamp 2:41:38 onwards]https://t.co/qgXiH9PdBH
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Palakkad, Kerala 🚩
अन्नपूर्णे सदापूर्णे शङ्करप्राणवल्लभे
ज्ञानवैराग्यसिद्ध्यर्थं भिक्षां देहि च पार्वति
Temple is also called Puthukode Bhaghavathy Kshetram
Parasurama did Prathishta of Devi here. Temple is one amoung 👇
108 Durga temples
Navarathri festival is celebrated in a grant manner here. Annadanam is done daily on these days. The Idichu pizhinja payasam/ Chathachatayam is the main nivedyam in Annapoorneswari temple during Navarathri.
In the mornings, Devi Mahatmyam and Sundarakandam are
recited here daily.
Sri Godavarma Raja gifted lots of rice fields for the maintenance of the temple.
Annapoorneshwari holds Shanku and Chakra in her hands. Puthucode Annapoorneswari Temple is managed by the Naduvil Madom Devaswom.
இது சூரிய குலத்தில் உதித்த இராமபிரானுக்கு தமிழ் முனிவர் அகத்தியர் உபதேசித்ததாக வால்மீகி இராமாயணத்தில் வருகிறது. ஆதித்ய ஹ்ருதயத்தைத் தினமும் ஓதினால் பெரும் பயன் பெறலாம் என மகான்களும் ஞானிகளும் காலம் காலமாகக் கூறி வருகின்றனர். ராம-ராவண யுத்தத்தை
தேவர்களுடன் சேர்ந்து பார்க்க வந்திருந்த அகத்தியர், அப்போது போரினால் களைத்து, கவலையுடன் காணப்பட்ட ராமபிரானை அணுகி, மனிதர்களிலேயே சிறந்தவனான ராமா போரில் எந்த மந்திரத்தைப் பாராயணம் செய்தால் எல்லா பகைவர்களையும் வெல்ல முடியுமோ அந்த ரகசிய மந்திரத்தை, வேதத்தில் சொல்லப்பட்டுள்ளதை உனக்கு
நான் உபதேசிக்கிறேன், கேள் என்று கூறி உபதேசித்தார். முதல் இரு சுலோகங்கள் சூழ்நிலையை விவரிக்கின்றன. மூன்றாவது சுலோகம் அகத்தியர் இராமபிரானை விளித்துக் கூறுவதாக அமைந்திருக்கிறது. நான்காவது சுலோகம் முதல் முப்பதாம் சுலோகம் வரை ஆதித்ய ஹ்ருதயம் என்னும் நூல். முப்பத்தி ஒன்றாம் சுலோகம்
இந்தத் துதியால் மகிழ்ந்த சூரியன் இராமனை வாழ்த்துவதைக் கூறுவதாக அமைந்திருக்கிறது.
ஸர்வ மங்கள் மாங்கல்யம் ஸர்வ பாப ப்ரநாசனம்
சிந்தா சோக ப்ரசமனம் ஆயுர் வர்த்தனம் உத்தமம்
பொருள்: இந்த அதித்ய ஹ்ருதயம் என்ற துதி மங்களங்களில் சிறந்தது, பாவங்களையும் கவலைகளையும்
குழப்பங்களையும் நீக்குவது, வாழ்நாளை நீட்டிப்பது, மிகவும் சிறந்தது. இதயத்தில் வசிக்கும் பகவானுடைய அனுக்ரகத்தை அளிப்பதாகும்.
முழு ஸ்லோக லிங்க் பொருளுடன் இங்கே உள்ளது https://t.co/Q3qm1TfPmk
சூரியன் உலக இயக்கத்திற்கு மிக முக்கியமானவர். சூரிய சக்தியால்தான் ஜீவராசிகள், பயிர்கள்
Let us see if he stands on his
Tell me one lie that Rahul Gandhi has ever said and I'll stop supporting Congress.— Raj Shekhar Dixit \u0631\u0627\u062c \u0634\u06cc\u06a9\u06be\u0631 \u0688\u06cc\u06a9\u0633\u06cc\u0679\u06d4 (@ThatGandhianGuy) September 7, 2021
RaGa: "Have you seen a picture of Mohan Bhagwat with any woman? Impossible!"
Pappu Dabbajaan NEW C******panti \U0001f602\U0001f602 "When you see Mahatma Gandhi's picture, you'll see 2-3 women around him. Have you seen a picture of Mohan Bhagwat with any woman??" \U0001f926\u200d\u2640\ufe0f\U0001f926\u200d\u2640\ufe0f #Dabbajaan #mohanbhagwat pic.twitter.com/72pvYXOkWt— Rosy (@rose_k01) September 15, 2021
RaGa along with #Dabbajan fooling people into believing that "#Dabbajan was badly hurt after falling off the
This is an assortment of lies + damn lies + stupidity + only rattofied answers. And yes, Ambani-Adani should have fought for freedom. Yeh pappu ya isska baap bhi freedom fighter nahin rahein
"Have you seen Made in Rajasthan, Made in Dungarpur mobile phones
वायुपुत्राय धीमहि ।
तन्नो हनुमत् प्रचोदयात् ॥
In pic :O.T.C Hanuman Temple, Thiruvananthapuram, Kerala: The Lord who gave courage to the entire warrior brigade!!
This is one of the most visited Hanuman temples in Kerala.The history+
states that after the rule of King Marthanda Varma, the state headquarters of Travancore was transferred to Thiruvananthapuram from Padmanabhapuram. To start, the new ruler ordered brigade of army known as Nair Brigade to reallocate to the new capital.Though the Brigade moved +
to Kollam first, and then made it way to the new capital Thiruvananthapuram again, the column of the Nair brigade carried with them many idols of gods and particularly Lord Ganesha of Pazhavangady temple. The soldiers of the brigade carried with them the idol of Lord Hanuman +
and installed the idol at Palayam. The main temple is built as per Dravidian architecture. The small temple where the Lord was placed and worshiped by the warriors of Marthanda Verma today stands where it was, but with some expansion. An arch with a mortar art work +
showing Sri Hanuman Swamy worshiping Sri Rama and Sri Sita on the top welcomes the devotees. A peepal tree stands in place of conventional flag post.Its believed that the Lord gave courage to the entire brigade. The other presiding deities other than Hanuman in the temple +
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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)
Twitter: ok sure, we've changed the stars to hearts for likes
Users: no no, zero Nazis please
Twitter: yep we're getting rid of Vine
Users: nah hey, what about the Nazis
Twitter: ok ok fine, no more likes
Really though, if you had to ask any average user what were the main things leading to a bad "quality of debate" on this bad website, the tiny little heart symbols would not exactly be at the top of most people's lists
These are my observations based on what I saw and the evidence that’s been collected so far. I reserve the right to adjust my analysis as needed.
Let’s talk about the organization of the coup first. Seeing some people insist that the coup must have been highly planned and coordinated.
Yes and no. This was a #StochasticCoup. We’ll see little evidence of direct communication between Trump and the insurrectionists.
Within the insurrectionists, there was not one group that executed the storming of the Capitol.
Rather, there were a number of smaller groups working independently towards the same goal. I expect you’ll see little evidence that these various groups communicated with each other.
What you will see is detailed planning and coordination within these small groups.
Then there were the joyriders, those Trump supporters who weren’t directly involved in any plotting but who were more than happy to go along for the ride once the coup was in motion.
After four years, the insurrectionists were carefully attuned to Trump’s messaging.
Every tweet and statement of his was treated as marching orders and carefully dissected for meaning.
It’s why shutting down Trump’s Twitter account was so important.
>10 hours of interviews for this w/ a dozen or so of top firms in the game. Really grateful to everyone who gave up time & insights, even those that didnt make final cut 🙇♂️ https://t.co/9YOSrl8TdN
For avoidance of doubt, leading tracking analytics firms are now well beyond voronoi diagrams, using more granular measures to assess control and value of space.
This @JaviOnData & @LukeBornn paper from 2018 referenced in the piece demonstrates one method https://t.co/Hx8XTUMpJ5
Bit of this that I nerded out on the most is "ghosting" — technique used by @counterattack9 & co @stats_insights, among others.
Deep learning models predict how specific players — operating w/in specific setups — will move & execute actions. A paper here: https://t.co/9qrKvJ70EN
So many use-cases:
1/ Quickly & automatically spot situations where opponent's defence is abnormally vulnerable. Drill those to death in training.
2/ Swap target player B in for current player A, and simulate. How does target player strengthen/weaken team? In specific situations?
Write a tweet, tell your friends, and move on.
Once you own it, you fix it.
99% of people on Twitter/social media/internet won't do this.
Being radically transparent and honest is a competitive (and life) advantage.
From @RayDalio's Principles:
My new product has 14 users and <$400 monthly revenue. I've spent the last 4 months on it.
I'm going through a lot of pain to validate and grow it.
But if anyone asks me how it's going I will tell them exactly that.
If I asked them, I would hope they would give me the raw truth as well. Truth builds trust.
I think that goes for your internet audience as well. Authenticity is attractive.
I see this with @starter_story all the time - people don't want to share their revenue yet because they don't have any, or it's not high enough (not all cases but often).
I wish I could tell them that getting the cat out of the bag would actually fix the problem itself!!