BC AMLEARNINGS

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Arun Mukherjee
@Arunstockguru 5 years, 3 months ago 569 views

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If you understand this few things you will probably do well in markets:-

Btw: Retweet for the benefit of others..

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Arun Mukherjee
@Arunstockguru

Some more evergreen SIP stocks:-

1) HCL tech
2) SRF
3) Tata Elxsi
4) Titan
5) Kotak Bank/Icici Bank
6) Dmart
7) Atul Ltd
8) IRCTC
9) Syngene
10) Marico
11) Infosys
12) Astral ltd.
13) Havells/Polycab
14) Johnson controls.
15) Tata Power.

Arun Mukherjee
@Arunstockguru

Saturday Motivation:-

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Arun Mukherjee
@Arunstockguru

The companies which are set to benefit!!!

Arun Mukherjee
@Arunstockguru

Relaxo Footwear's margins and return on capital are way better then even Nike

Relaxo Footwear
Gross Margin ~60%
OPM ~17%
ROCE ~25%

Nike
Gross Margin ~44%
OPM ~9%
ROCE ~12%
(Tijori)

Arun Mukherjee
@Arunstockguru

If you are looking to have 12-15% compounding for next 15-20 years,you probably don't need to work hard. This things will provide it:-

1..Asian Paints
2..Hdfc bank.
3..Pidilite.
4..United Spirits.
5..Kotak Bank.
6..Godrej Properties
7..Nestle
8..Titan
9..Divis
10..PI ind

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Arun Mukherjee
@Arunstockguru

Mid and largecap portfolio of a much talked about PMS firm:-

1) Abbot India
2) Asian paints
3) HDFC life
4) HDFC bank
5) Pidilite
6) Relaxo
7) Berger paints
8) Lal path lab
9) Bajaj finance
10) Nestle
11) Divis lab
12) Kotak bank
13) Page ind
14) Titan..

Arun Mukherjee
@Arunstockguru

ESG Score by CRISIL for Chemicals/ Agrochemicals.

Which one do you own from the list?

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Arun Mukherjee
@Arunstockguru

Take notice when a stock has:-

1..Increase in volumes. New 52 week highs.
2..Increase in Delivery stats
3..Promoters/Insiders buying
4..Consolidation on heavy correction days
5..Reduction of number of retail shareholders in SHP.

You can add more too. Keep moving the Chain.

Arun Mukherjee
@Arunstockguru

Smallcaps which are either undergoing massive capex or recently got done with it:-
1) Sirca paints
2) Dynemic pro
3) Natural cap
4) Vidhi speciality
5) Shivalik rasayan
6) Rico auto
7) Valiant organ
8) Medicamen bio
9) Fine organics
10) Manorama ind
11) Loyal equip
12) Apar Ind

Arun Mukherjee
@Arunstockguru

10 years Stock price CAGR (%) :

1. Alkyl Amine 69
2. Avanti feed 69
3. Deepak Nitrite 59
4. Paushak 59
5..Caplin point 59
6. Bajaj Finance 57
7. Relaxo 53
8. Aarti Ind 52
9. Navin Fluorine 51
10. Balaji amines 50
11. Atul 46

Which one you own or owned?

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Meet Shah
@ms89_meet

Strong Monopolies:

IRCTC 100% Market share in Rail Network.

IEX >90% market share in power trading.

Zydus wellness >90% market share in sugar free product.

Eicher motors >85% market share in 250cc bikes category.

MCX >85% market share in commodity trading.

Coal India >80% market share in coal production in India.

ITC >75% market share in cigarettes.

Honda Siel >75% in portable power generators.

Hindustan Zinc >75% market share in primary zinc industry.

Asahi India Glass >70% market share in automotive glass.

NRB Bearings >70% market share in needle roller bearings.

Pidilite >65% market share in adhesives.

CAMS >65% market share in RTA within mutual fund industry.

Time Technoplast >65% market share in polymer based industrial packaging.

Concor >65% market share in domestic container cargo transport.

Exide >60% market share in lead batteries.

Naukri >60% market share in the Indian job market space.

Praj >60% market share in ethanol plant installing.

Indiamart Intermesh >55% market share in the online B2B Classified space.

Borosil Renewables >55% market share in Lab glass.

Vst Tillers >50% market share in
Power tillers.

Delta corp >50% in online poker games.

Vinati Organics >50% market share in IBB.

Noah Smith
@Noahpinion

Krugman is, of course, right about this. BUT, note that universities can do a lot to revitalize declining and rural regions.

One thing I've been noticing about responses to today's column is that many people still don't get how strong the forces behind regional divergence are, and how hard to reverse 1/ https://t.co/Ft2aH1NcQt
— Paul Krugman (@paulkrugman) November 20, 2018

See this thing that @lymanstoneky wrote:

And see this thing that I wrote:

And see this book that @JamesFallows wrote:

And see this other thing that I wrote:

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PC🌎☮
@pc_432

Moderna CEO Stephane Bancel was previously CEO of bioMerieux in France from 07-10.

Alain Merieux, who owns bioMerieux, was instrumental in the creation of the Wuhan Institute of Virology P4 Lab.

The same people who helped create the virus, also helped to create the vaccines...

Moderna partnered with French Pasteur Institute in 2015 to develop mRNA vaccine technology.

Pasteur Institute partnered with the Wuhan P4 Laboratory in 2017 along with the Merieux Foundation to study emerging viruses...
https://t.co/yFsHwrNYaK
https://t.co/9M5lydBKhM

Nobel prize winning scientist Luc Montagnier asserts that Sars-Cov-2 is man-made and originated from the Wuhan Institute of Virology.

Montagnier did extensive work with the Pasteur Institute in France which was partnered with the Wuhan P4.

Merieux Foundation & the Chinese government have worked together since 1965, and partnered to study emerging pathogens in Africa in 2015.

Their research included "PATHOGENS CARRIED BY BATS" that provoke respiratory diseases.

🚨🚨🚨
https://t.co/gVwpT0ssqI

Christina Warren
@film_girl

A brief thread on Jovan Hutton Pulitzer, the crazy con man who is now claiming to have hacked into the Georgia voting machines in Fulton County. 90s kids and tech aficionados might remember Jovan as the inventor of the CueCat, the dumbest gadget of all time.

Also, for anyone who wants to claim that Jovan Hutton Pulitzer (not his given name, but one he changed legally after the CueCat debacle) invented QR Codes: he did not. Like that other right-wing crazy man who claimed to have invented email, Jovan didn’t invent QR Codes.

He did invent the CueCat, a product that somehow raised $185 million dollars for a tethered barcode scanner for magazines and newspapers, so you could get ads from your ads. As I said, the dumbest product of all time. Good backup barcode scanners after they were hacked, however

Oh, that’s another thing. When CueCat was a thing, its systems were hacked. I guess that’s what makes Jovan a security expert. His bankrupt company from 20 years ago was hacked and widely mocked. He’s a genius.

In recent years, Jovan pivoted to being a treasure hunter who was featured on and widely mocked on Curse of Oak Island, because the man is insane.

Andrew Chen
@andrewchen

👇Thread.

Published a new essay: The red flags and magic numbers that investors look for in your startup’s metrics – 80 slide deck included!

This was a deck that I created on my (longish) interview process with @a16z. It was a long path, starting with meeting folks at the firm 10 years ago. But the purpose of the deck was to explain how I would use my superpower in an investing context

Here's what I explain in the deck. As investors (whether angel or VC) we're often confronted with an up-and-to-the-right graph. Is it going to go up? Or down?

One solution to forecast these growth curves is the Growth Accounting Framework, where you add up New+Reactivated and subtract churned users. In each time period that gives you the difference in monthly actives.

The problem with this is that it's a lagging metric, not a leading one. We need to go one level deeper and look at the underlying loops that drive these numbers, to understand the quality.