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 :)

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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.

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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. 
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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.


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