BC GENERICLEARNINGS
Saved by @SAnngeri

Prof. Damodaran is the OG.

Here is a playlist of his valuation class he teaches at NYU Stern.
The same lectures are recorded and uploaded for free for anyone to learn.

https://t.co/fraTT0gUUM

Education and Knowledge is freely available, just need to know how & where to look.

More from Tar ⚡

Tar \u26a1
Tar ⚡
@itsTarH
It's the weekend!

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

1. Peter Lynch's Six Categories of Stocks
2. How to identify the type of stock you own?
3. How to think and decide about the runway for growth of a company?

Lets dive right in.


For those who do not know (I doubt there will be many), Peter Lynch is one of the most successful fund managers of all time.

He managed a fund called Magellan at US Investment Giant Fidelity Investments and during his 13 yr tenure, he delivered an average CAGR of 29.2%.


Sadly the fund couldn't keep up post Lynch's retirement and his successors weren't able to keep up with his returns.

That's how good Lynch was!


In 1989, a year before retirement, Lynch wrote and published a book called 'One Up on Wall Street'.

Almost 32 years later, the teachings of the book remain relevant.

(Highly recommended read)


Chapter 7 of the Book Titled
"I've Got It, I've Got It - What is It?"

talks about the need to classify stocks.

Peter's argument is that you need to know what kind of stock you hold in your portfolio.

Not all stocks are the same - and he is right!
STOCKSLEARNINGS , LEARNSTOCKS , LEARNING
Tar \u26a1
Tar ⚡
@itsTarH
Axis Capital on #BorosilRenewables
BOROSILRENEWABLES , STOCKSTOWATCH
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Tar \u26a1
Tar ⚡
@itsTarH
Open Question to fellow investors tracking Music Industry.

A business like Universal which controls more than 1/3rd of all published music globally is selling for less than 6x FY20 Sales.

Why are Indian businesses like Saregama / Tips selling for 11x, 20x their sales?

If I include all of the revenue generated by entire firm, its selling for ~4.5x FY20 Sales


Universal Listing Market Cap ~ 40 Billion USD
FY 20 Revenues ~ 8.87 B USD or 7.4B EUR

Catalogue of Music includes every international artist you can possibly name

Either Universal is grossly undervalued or Saregama/Tips are grossly overvalued.

https://t.co/aHzWSYtcUt


https://t.co/v0EMoCuYKX
MUSIC
Tar \u26a1
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.
DIVIDEND DISCOUNT MODEL
Tar \u26a1
Tar ⚡
@itsTarH
#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
BANKNIFTYLONGTERM

More from Genericlearnings

Killer Trader \U0001f4c9\U0001f4c8
Killer Trader 📉📈...
@KillerTrader_
Common price action trading mistakes that cost me lakhs of rupees:

A thread 🧵

1. Front running the market based on my analysis:

Any analysis we do should be proved by market as correct before we jump into a trade.

How?

(1/n)

Example:

Mr. X marked 1500 as a strong support in HDFC Bank. Next day, stock opened at 1510, came down and hit 1500.

ABC went long in the stock. A few minutes later, stop got triggered. What went wrong here?

(2/n)

1500 is support for HDFC bank as per Mr. X but he did not wait to check if market validated his opinion.

At supports and resistances marked by a trader (you), wait for market to show the stock is actually taking support/resistance at those levels.

(3/n)

For your analysis to be correct, market buying>selling at support, market selling>buying at resistance.

Essentially, on a lower TF, check for bullish price action at support, bearish price action at resistance before you enter the trade.

(4/n)

Remember that no support is too low to be broken and no resistance is too high to be broken.

(5/n)
GENERICLEARNINGS
Aditya Kondawar
Aditya Kondawar
@aditya_kondawar
Our most comprehensive article on IPOs is finally here!

Complete IPO Lifecycle
FAQs answered
SEBI Norms
IPO Participants
IPO investors + allotment rules
IPO Funding
Allotment chances myths + tips
Reading RHP
Other Myths debunked
Fun
GENERICLEARNINGS
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Ajaya Sharma
Ajaya Sharma
@Ajaya_buddy
Which PMS or Advisory in your view is doing a phenomenal job (not only on returns) but in educating the investor or cultivating the client deeper into the subject of investing...?
GENERICLEARNINGS
Nishant Kumar
Nishant Kumar
@nishkumar1977
Further to my Tweet from 2019. The Sunspot activity is projected to catch up. Read the original tweet for the context.

Image courtesy: https://t.co/AenFMQbzdL https://t.co/4gaKJP8S4G
GENERICLEARNINGS
The_Chartist \U0001f4c8
The_Chartist 📈...
@nison_steve
What is the Logarithmic Scale? A snippet from my beginners batch. Hope it helps you.

It is used on long-term charts. May be used in a short time frame but would hardly make a difference.
GENERICLEARNINGS

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Harvard's discriminatory policies are becoming increasingly well known, across the political spectrum (see, e.g., the recent lawsuit on discrimination against East Asian applications.)

It's refreshing to hear a senior administrator admits to personally opposing policies that attempt to remedy these basic flaws. These are flaws that harm his institution's ability to do cutting-edge research and to serve the public.

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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...


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


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I wonder why...

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

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Marvels of Medical Science in Ancient India

ACHARYA SUSHRUTA and SUSHRUTA SAMHITA

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Sushruta (circa 7th or 6th century BC) was a surgeon who in present times is known as the “father of Indian medicine” and “father of plastic surgery” for inventing and developing surgical procedures. He lived in Kashi on the banks of river Ganga.(1)

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https://t.co/xj4js6shhy


https://t.co/b81zoW6u1d


https://t.co/1147it02zs


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