The investment landscape has changed forever.
We are finally at zero interest rates. End of the road.
Traditional asset classes like bonds or equities don't have risk/adjusted positive outlooks anymore.
Inflation looms 💸💸
What can we do about it?
1/11) Introducing https://t.co/dDuU0rsw1Y.
We are building a new #DeFi asset management protocol.
Ccommunity owned and community managed funds.
DeFi meets Wall Street Bets.
It's time to decentralize and democratize investment
https://t.co/exErPi5VRn
TLDR 👇
The investment landscape has changed forever.
We are finally at zero interest rates. End of the road.
Traditional asset classes like bonds or equities don't have risk/adjusted positive outlooks anymore.
Inflation looms 💸💸
What can we do about it?
As @RaoulGMI says, only one asset class has outperformed this increase in the money supply.
#Bitcoin, and crypto assets are just getting started.
Asset Management TAM is > $100T while DeFi is just $40B and all crypto is ~$1T.
Huge opportunity ahead 🚀🚀
We want to give everyone access to this one-in-a-lifetime opportunity.
Accreditation rules, access to secret deals and local jurisdiction have kept the best opportunities private.
@balajis said many times that Web 3.0 is going to turn the world into investors. We agree.
We need to give everyone a chance to participate.
Robinhood has made everyone aware of the risk of centralized platforms.
If you are not paying to use a platform, you are the product.
Thanks to #Ethereum and #DeFi, we can offer asset management that is trustless and open.
Wall Street Bets, @RealVision, and #dogecoin have shown the power of investing as a tribe.
An investment thesis starts with an idea that expresses a shared vision of the world.
With a community, you can find people that share your viewpoint, build on it, and spread it.
There are so many opportunities in crypto but really few people that know how to find them.
What if the people that know the opportunities share them and get rewarded?
There are a lot of valid ways to make money in this ecosystem and we welcome them all.
Within Babylon, you can find communities that match their time, risk, and liquidity preferences.
For example, a Digital art 🖼️ community that buys #NFts and sells them at a later date.
More from Finance
I'm lucky to attain financial freedom before 30.
I credit Fintwit for my learnings.
Here's 10 key concepts every investor must know:
1. $$ needed to retire
2. Researching a business
3. Reading annual reports
4. Reading earnings calls
5. Criteria of a multi bagger
(Read on...)
6. Holding a multi bagger
7. Economic moats
8. When to buy a stock
9. Earnings vs cashflow
10. Traits of quality companies
Here's my 10 favourite threads on these concepts:
1. How much $$ do you need to retire
Before you start, you must know the end game.
To meet your retirement goals...
How much $$ do you need in your portfolio?
10-K Diver does a good job explaining what's a safe withdrawl rate.
Hint: It's NOT
2. Research a business
Your investment returns are a lagging indicator.
Instead, your research skills are the leading predictor of your results.
Conclusion?
To be a good investor, you must be a great business researcher.
Start with
3. Reading annual reports
This is the bread and butter of a good business analyst.
You cannot just listen to opinions from others.
You must learn to deep dive a business and make your own judgments.
Start with the 10k.
Ming Zhao explains it
I credit Fintwit for my learnings.
Here's 10 key concepts every investor must know:
1. $$ needed to retire
2. Researching a business
3. Reading annual reports
4. Reading earnings calls
5. Criteria of a multi bagger
(Read on...)
6. Holding a multi bagger
7. Economic moats
8. When to buy a stock
9. Earnings vs cashflow
10. Traits of quality companies
Here's my 10 favourite threads on these concepts:
1. How much $$ do you need to retire
Before you start, you must know the end game.
To meet your retirement goals...
How much $$ do you need in your portfolio?
10-K Diver does a good job explaining what's a safe withdrawl rate.
Hint: It's NOT
1/
— 10-K Diver (@10kdiver) July 25, 2020
Get a cup of coffee.
In this thread, I'll help you work out how much money you need to retire.
2. Research a business
Your investment returns are a lagging indicator.
Instead, your research skills are the leading predictor of your results.
Conclusion?
To be a good investor, you must be a great business researcher.
Start with
1/ Thoughts on Research Process
— Mostly Borrowed Ideas (@borrowed_ideas) September 27, 2021
I was invited to present my research process at a college in the US. I am sharing all ten slides here. pic.twitter.com/z0tjZcogfH
3. Reading annual reports
This is the bread and butter of a good business analyst.
You cannot just listen to opinions from others.
You must learn to deep dive a business and make your own judgments.
Start with the 10k.
Ming Zhao explains it
\U0001f9d0How to Read 10Ks Like a Hedge Fund\U0001f9d0
— Ming Zhao (@FabiusMercurius) May 7, 2021
\u201cFundamentals don\u2019t matter anymore!\u201d I\u2019ve heard this a lot lately on Fintwit.\U0001f644
But, for those who\u2019ve diversify beyond $GME and $DOGE, here\u2019s a primer on what metrics fundamental buy-side PMs look at and why:
(real examples outlined)
\U0001f447 pic.twitter.com/tLlNRvpnDK
Two year back thread on MFI, someone liked this so came up in notifications . Rather than running around 100s of indicators, I have made this my go to indicator under any circumstances and have been using this for years
This thread actually had some great answers , one can learn a lot about the thought processes of different traders from the answers. Please go thru them
What do you think/use as the most robust leading indicator if following technical analysis ? Please answer with reason , I will provide my answer after 2 hours
— Subhadip Nandy (@SubhadipNandy16) August 12, 2019
( At Delhi airport , bored as hell )
This thread actually had some great answers , one can learn a lot about the thought processes of different traders from the answers. Please go thru them
