#BankNifty breaks importance resistance of 34800
Expect Banks to do well in June, similar to recent rallies in global banking names (Citi, JPM, Wells Fargo etc)

Possible targets

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Tar ⚡
@itsTarH

10Y Profit from Operations for #IEX

D: Invested

Cash Flow From Operations for the same 10Y Period (rising non linearly)

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Tar ⚡
@itsTarH

It's Laurus Bio

Brand new website, click on ➡️ https://t.co/P122IAgwbV https://t.co/NzSLpEi4PG

https://t.co/xLvOxPuUOD

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Tar ⚡
@itsTarH

To see the bull case for #IEX one needs a bit of imagination on their side :)

Market always moves to the cheaper alternative, slowly at first, then all of a sudden.

As more and more companies look towards the ESG factors, IEX would be a potential beneficiary.

Source: Suven Pharma\u2019s Annual Report

\u2066 @itsTarH\u2069 pic.twitter.com/sRdMIAMaVP
— Kharanshu Parikh (@Kharanshu) August 7, 2021

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Tar ⚡
@itsTarH

It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. What is a Dividend Discount Model?
2. What are its main components?
3. How to use it to value a business?

Lets dive right in.

Before I explain what a Dividend Discount Mode is, lets understand what is the main crux of valuations?

The entire reason behind valuing something is to determine, how much return your investment will generate within a specified period of time.

Return here stands for the cash flow generated by the asset.

Every asset by its nature, will generate returns.

For Fixed Deposits = Returns are Interest Payments

For Real Estate = Returns are Rent Payments

For Debt Securities = Returns are coupon payments

For Stocks = Returns are Dividends + Any Appreciation in Stock Price

To perform the exercise of valuation means to determine what these returns are worth today.

Why?

Cause Rs 100 today is worth more than Rs 100, 10 years later.

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Tar ⚡
@itsTarH

Niti Ayog is one of the best places to look at, if you want to learn more about the upcoming reforms, outlook on India for next decade and some of the most pressing economical issues of our generation.

Here is a recent one on EV charging infra.

https://t.co/BGoCTVnlRS

Lately there have been various rumours in the media about myself and Jumbo in relation to Williams. To clarify things, Jumbo is not and will not invest any money in my career. 1/2

Of course we’re collectively looking at career opportunities, however this is certainly not our philosophy and strategy. I hope to announce my future plans soon, be patient 😉 2/2

Steve
@braidedmanga

Ivor Cummins has been wrong (or lying) almost entirely throughout this pandemic and got paid handsomly for it.

He has been wrong (or lying) so often that it will be nearly impossible for me to track every grift, lie, deceit, manipulation he has pulled. I will use...

... other sources who have been trying to shine on light on this grifter (as I have tried to do, time and again:

Ivor Cummins BE (Chem) is a former R&D Manager at HP (sourcre: https://t.co/Wbf5scf7gn), turned Content Creator/Podcast Host/YouTube personality. (Call it what you will.)
— Steve (@braidedmanga) November 17, 2020

Example #1: "Still not seeing Sweden signal versus Denmark really"... There it was (Images attached).
19 to 80 is an over 300% difference.

Tweet: https://t.co/36FnYnsRT9

Example #2 - "Yes, I'm comparing the Noridcs / No, you cannot compare the Nordics."

I wonder why...

Tweets: https://t.co/XLfoX4rpck / https://t.co/vjE1ctLU5x

Example #3 - "I'm only looking at what makes the data fit in my favour" a.k.a moving the goalposts.

Tweets: https://t.co/vcDpTu3qyj / https://t.co/CA3N6hC2Lq