Following @BAUDEGS I have experienced hateful and propagandist tweets time after time. I have been shocked that an academic community would be so reckless with their publications. So I did some research.
The question is:
Is this an official account for Bahcesehir Uni (Bau)?

There is a lot of bad advice floating around online when it comes to real estate investing.

Time for a stiff drink and some stuff you might not want to hear.

A thread 👇

Most real estate influencers spend 99% of their time trying to sound smart.

They purposely make things too complicated.

When you do this for a while you can tell if a property is worth buying with a napkin and 30 seconds.

The problem with being a big real estate PE firm:

You need to do good deals year after year and deploy 10s or 100s of millions in capital.

It’s a hamster wheel making others wealthy.

The advantage of being you:

One building like this can change your life.

Buying real estate that doesn’t cashflow well because values have risen 10% / yr for 10 yrs while wages have risen 3% / yr for 10 yrs is very risky.

I don’t care how long your interest rate is “fixed” for.

Markets are cyclical. Trends change. Bankruptcy is real.

If you don’t know anyone with money and you have less than $250k of your own cash real estate isn’t the best way to make money.

Even a $500k property (like the one pictured above) requires $150k down and another $100k in cash reserves.

Parler is gone, but the evidence is not. Current @Microsoft employee & fmr Snoqualmie city council candidate Kevin Ostrem (1/26) @parlertakes

Parler is gone, but the evidence is not. Current @Microsoft
employee & fmr Snoqualmie city council candidate Kevin Ostrem @parlertakes (2/26)

Parler is gone, but the evidence is not. Current @Microsoft employee & fmr Snoqualmie city council candidate Kevin Ostrem @parlertakes (3/26)

Parler is gone, but the evidence is not. Current @Microsoft employee & fmr Snoqualmie city council candidate Kevin Ostrem @parlertakes (4/26)

Parler is gone, but the evidence is not. Current @Microsoft employee & fmr Snoqualmie city council candidate Kevin Ostrem @parlertakes (5/26)

#PolicybazaarIPO Long thread: There is monetary printing by RBI, there is lending by banks & finally there is the Indian IPO. “Foreign owned” company with ~1 Bn investment is selling “Indian” unicorn to “savvy” Indians for $ 6.2 Bn. Want to know how this printing works? Let’s go-

The basics: Rs 6017 Cr being raised by new shares (Rs 3750) & re-selling (Rs 2267). Face value Rs 2 offered at Rs ~1000 per share is one of a kind. Who decides the price? Examine the valuation ladder below.
With ~$ 150 Mn invested till 2017, we see $ 525 Mn rushes in after 2018

So, a company valued $1 Bn in 2018 & $ 1.5 Bn in 2019 by key investors like Tencent, suddenly “needs money” in March 2021. Falcon Edge “invests” all of $ 75 Mn in March at valuation of $ 2.65 Bn.
Enter IPO bankers a couple of months later & they value the company at $ 6.2 Bn

Why does PolicyBazaar need $ 75 Mn just 6 months before IPO & give away 2.5 times in returns? And it doesn’t even use that money as the B/S reflects appx Rs 1000 Cr in cash lying around.
What kind of a favor is that? Why do they need US investment bank for this just before IPO?

Notice 50% rise in shareholding of promotors here & a 1: 500 bonus share issue. After all, how do you print money & still keep share price at “reasonable” Rs 1000?
Without bonus issue in June 2021, each share would have costed Rs 50,000. Heard of circular valuation?

So I tried to explain the GameStop situation to some of my students using Pokémon. And I think what I said is mostly true so I figured I would share here (A thread)
#GameStop

Let’s say 10 Weedles costs $20. Weedle here is a metaphor for Gamestop’s stock

Ash Ketchum has 10 Weedles.

Gary Oak thinks he’s smart so he’s going to try and short Weedle. He borrows these 10 Weedles from Ash thinking that the price of Weedle will eventually go down. He sells them immediately thinking he can buy them again later at a lower price and return them to Ash then.

After seeing what Gary is planning, Brock and Misty talk to other Pokémon trainers and they all start buying up EVERY Weedle on the market. This will eventually force Gary to buy the Weedles from them. Remember, he needs to eventually return them to Ash since they were borrowed.

Antares Vision $AV.IM is the world's leading Track & Trace (T&T) and Vision Inspection (VI) solutions provider for the life science sector.

With several catalysts ahead I've initiated a position in this insider-owned small cap 🔽

1/

Antares is the supplier to 10 of the 20 leading pharmaceutical companies in the world having installed +2000 serialisation lines at +200 production facilities in +60 countries.

2/

Antares offers - via software and hardware - the protection of products and brands through visual inspection systems for quality
control, Track & Trace solutions for anti-counterfeiting and supply chain transparency from the point of
production to the end consumer.

3/

All major governments have regulation rolling out in regards to prescription drug traceability.

Penetration, globally, is below 30% and is forecast to double by 2026.

4/

In regards to distribution of Covid-19 vaccines, IBM partnered with Antares to create a solution tracking raw materials and identify shortages. Monitor production yields across manufacturers, guarantee vaccine integrity and prevent counterfeits.

5/