Why Reading and observing different trends matter.

Time for a thread with a live example that is playing out in front of us! 🎵🎵

🧵🧵🧵🧵🧵

“What is elementary, worldly wisdom? Well, the first rule is that you can’t really know anything if you just remember isolated facts and try and bang ‘em back. If the facts don’t hang together on a latticework of theory, you don’t have them in a usable form.”- Charlie Munger

Charlie Munger who is the partner of Warren Buffett, has over the years explained the importance of creating a latticework of mental models. That is basically combining theory with live practical examples

One of the most interesting mental models he talked about in his books was that of Autocatalysis (lets understand this and how we can apply it to a live example):

"Disney is an amazing example of autocatalysis. They had all those movies in the can.

They owned the copyright. And just as Coke could prosper while refrigeration came, When the video cassette was invented, Disney didn’t have to invent anything or do anything except take the thing out of the can and stick it on the cassette.

The secret to understand competitive dynamics in gold finance is to focus on the player which has approvals from Rbi to set up more than 2000 branches and not the ones which are facing difficulties in expanding. You know who the real challenger to Muthoot will be

How to have better, more creative ideas

A thread of wisdom from:
@TheSchoolOfLife
@david_perell
@anthilemoon
@joulee
@stephsmithio
& more

🧵👇

First, recognize that there are no new ideas.

Innovation is just rearranging existing concepts in a revolutionary way.

To get better at that, learn to combine your unique interests.

I wrote about this

offers a five step process for generating inspiration:

1. Gather raw material.

2. Work over them in your mind.

3. Let your subconscious mind process them.

4. Have a “Eureka" moment.

5. Shape and develop your idea — make it

suggests increasing your creativity by being prolific

Generate as many ideas as you can, as often as you can

Have a daily routine that primes your mind for

looks for a specific combination of traits in order to determine if an idea is worth pursuing

The criteria are:
- interesting
- doesn't exist in that exact form
- something she can uniquely contribute

Praj is not just an Ethanol Play. Found this bit to be the best, creating mind map of optionalities requires in-depth understanding and use of knowledge from multiple domains. Hats off @unseenvalue 🙌🙌
https://t.co/XP4SErAZVo

I asked, “What company is worth less than $10 billion today but you think could be worth $500+ billion in a few decades?”

I received 710 answers

Here are 20 top stocks that have 50x+ potential:

1: Alteryx - $AYX

Market cap: $5.1 billion

What it does: Big data analytics

2: Boston Omaha - $BOMN

Market Cap: $900 million

What it does: Berkshire Hathaway 2.0

3: Beyond Meat - $BYND

Market Cap: $7.9 billion

What it does: Plant-based meat

4: Desktop Metals - $DM

Market Cap: $2.3 billion

What it does: 3D Printing

Tomorrow at 11am on our Youtube channel. Have simplified it to an extent that even a 5th Grader understands the key terms 🙏

Link🎥
https://t.co/AKBBNV6N49

A humble prediction. Seeds are being sown around the world for a comeback of nuclear energy. In the next decade, we can see government’s around the world approving more nuclear reactors as they realize they aren’t going anywhere near net carbon zero with wind and solar. 🧵

Take Australia for example. It is home to 1/3rd of the world’s uranium - the chemical element needed to produce nuclear energy in reactors but doesn’t have a single nuclear reactor to generate electricity.

Which is fine as long as you have other sources of energy that are cheap, plentiful and reliable. But South Australia’s energy prices are arguably the highest in the

The European Commission released a very important report this April. In its assessment, it concluded that nuclear energy had near to zero greenhouse gas emissions in energy generation phase and can be a contributor to climate mitigation

What about radioactive waste management? France which produces 75% of its energy requirements from nuclear is a great example.

An Example of what Tailwinds look like:

@Nithin0dha Thanks for sharing this, I’ve introduced around 12 folks to Zerodha. There’s a ₹10k bonus lying in my Console so technically they must have paid more than ₹1L in fees or brokerages.

What a brilliant product, pass my appreciation to the Team. 🔥❤️👏

Danish Company Blue World Technologies produces METHANOL fuel cell range extenders to increase battery electric car’s range, allowing then to reach 1,000 km, which is far beyond the range of an average battery Electric vehicle at current time.

@ValueEducator Anup Engineering.. those who are wondering

@contrarianEPS @PortfolioYoga I was working with 10 year of Balance Sheet / P&L data, both IGL and Guj Gas don't have it, so missed out.

@unseenvalue @AdityaKhemka5 I think we may not reach double digit in counting. Not more than 4-5 would be my guess. One of which is a top holding in Aditya's portfolio. :)

The private hospital space in India has long way to go, we are only getting started...

In last 2-3 years we have seen that automobile companies have been in competition in term of car features. Features like digital speedo meter, fully digital instrument cluster, wireless charger, air purifier, digital screen monitor, GPS, IoT, and many other such features. …

…Like kia and Hyundai gives good features in just Rs 17 lakh car as compared with Rs 45 lakh BMW. Kia and Hyundai gives almost all features of BMW in just Rs 17-20 lakh car. So there is huge competition in automobile companies in terms of features, who gives more features in…

…low budget. And in all such digital features ASM TECHNOLOGIES is a leading player. #ASMTechnologies.

The opportunity in US Equity Markets is huge and at the same time, it is getting easier for Indians to invest in the US markets.

Here is a summary of 10 companies I follow and what they do:

1/ Roblox:

$RBLX is a gaming platform where users can create games and monetize them by charging “Robux”. Kind of Youtube for Games. Users also spend money buying tickets to events, gaming avatars, etc.

DAUs: 42M
Average Bookings per DAU: $15.48
FCF (TTM): $518M
MCap: $50B

2/ Crowdstrike:

$CRWD, currently valued at $57B is a cybersecurity company. ‘Falcon’ is a cloud-native platform and uses AI to detect threats. Collects More Data - More Learning - Better Detection & Protection. It can protect your laptop as well as devices running on IoT

3/ Alibaba:

$BABA is a group of Chinese E-Com marketplaces and businesses. Its 2 primary marketplaces - TMall [like Amazon (B2C)] & Taobao [like eBay (C2C)], have 800M+ annual active users. Apart from this, it also has a Cloud business.

Mobile MAUs: 925M
Ecosystem GMV: $1.2T

4/ UiPath

$PATH aims at automating the mundane tasks at the workplace and thereby save on time and productivity. Say you have an invoice in PDF format, UiPath will read it and capture the date, amount, category etc and enter the data in your database.

ARR - $653M
MCap - $35B

@suru27 The number of pets that we spot while morning and evening walks have noticeably increased over the last few months. These companions are great in emotional support, and a natural therapy for 🧠