BC IDEAS
Saved by @AnmolNarula11

@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.

More from Ideas

Romeen Sheth
Romeen Sheth
@RomeenSheth
The cold hard truth:

Why do companies like Quibi raise billions, while companies like Peloton get nothing?

Because fundraising is a GAME

And the insiders keep the rules to themselves.

Here are 100 tips the insiders don’t want you to see but will help you win the game:

1. You can’t play the game without nailing the basics.

There are 5 core ingredients to a startup pitch.

Most have 2.
Good ones have 4.
The best have all 5.


2. Now that you have a grasp of the basics, it’s time to level up.

Good news - most founders make the same mistakes as each other.

Bad news - these mistakes are really easy to make.

Here's what not to do:


3. Ok so you told me what not to do.

So what should I do?

Read below.


4. We’re in a really unique fundraising environment right now.

It’s important to contextualize all these tips in the “here and now” of what’s going on in the landscape.
IDEAS
Intrinsic Compounding
Intrinsic Compounding
@soicfinance
An Example of what Tailwinds look like:
IDEAS
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Sneh Kagrana
Sneh Kagrana
@sneh_kagrana
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
IDEAS
Intrinsic Compounding
Intrinsic Compounding
@soicfinance
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
SUGAR , PRAJ , IDEAS
Sid \U0001f1ee\U0001f1f3
Sid 🇮🇳...
@resilience1011
@_soniashenoy TPG is looking at a floor of 5x-6x returns 😌

@_soniashenoy Here’s what TPG’s investment brings in (1/2):
a. A much-needed longer runway
b. Strong governance and no-slack attitude
c. Push to get the EV strategy right - start transitioning from buy and assemble to a build in-house model
d. De-risking the existing business
IDEAS

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Zen Black
Zen Black
@z3nblack
1/ Thread: "A Silicon Valley Ponzi Scheme"

Thanks to @chamath for laying this out in Social Capital's 2018 annual letter.

I've always appreciated his outspokenness.

2/ The hardest thing for most startups today is the path to market: first finding product-market fit & a way to reach customers, then building a ruthless machine to acquire, monetize & retain them.

3/ Because of this, when the VC industry invests capital into fast growing startups today, the plurality (if not majority) of invested capital will go into user acquisition and ad spending, for better or worse— usually worse.

4/ Todays massive venture-backed advertising, sales, and user acquisition playbook has morphed into one that champions growth at any cost.

This is creating a big bill that will soon come due...

5/ Ad impressions and click-throughs are bid up to outrageous prices by startups flush with venture money, and prospective users demand more and more subsidized products to gain their initial attention.
TECH , STARTUPS , {TEST FOLDER}
GREG ISENBERG
GREG ISENBERG
@gregisenberg
Life is crazy. Today is a good day to stop and reflect

10 simple questions that CHANGED my life

(startup life, personal life)

Here they are:

Q: Can you really control that?

Smart people know what they can and cannot control

If you're living in the past, you're nostalgic
If you're living in the future, you're anxious
If you're living in the present, you're at peace

Q: Did you start today with a victory?

Starting every day with a victory sets you up to win

I don't care what it is:

- Make your bed
- Make a wonderful coffee
- Hug your wife or children

No such thing as a small win. It's a win!

You'll win more, if you start winning early

Q: What are you optimizing for?

#MFSA
1. Money
2. Freedom
3. Stability
4. Ability

The world rewards those who are focused

Perfectly prioritize

Are you being optimistic?

Guaranteed: more luck when you're optimistic
ALL , GENERAL
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Jaya_Upadhyaya
Jaya_Upadhyaya
@Jayalko1
BANASHANKARI AMMA, NEAR BADAMI (KAR)
#bharatmandir #navratri2021

Originally built by Chalukyas in 7th century. Devi Banashankari was their family deity. This image of Banashankari Amma was installed by Jagadekamalla I in 630 AD.

Later renovations were done by Marathas.


Once, a demon Durgamasur was troubling the people of this area. Answering the prayers of Devas, Ma Parvati emerged from the yajna fire as Banashankari and killed Durgamasur.
This area has rich forests of coconut, betel nut and other trees.
@GunduHuDuGa


It is said that during a severe famine, Devi provided vegetables and fruits to the people of this area.
Hence, she is also worshipped here as Shakambhari.
In the annual festival called Banashankari jatre, a Rath yatra takes place and Devi moves around the city in the chariot.
ALL
Jaya_Upadhyaya
Jaya_Upadhyaya
@Jayalko1
KANIPAKAM VINAYAKA, CHITOOR (AP)
#bharatmandir

Kani means wetland and Pakam means flow of water into wetland.
Kanipakam Vinayaka is swayambhu (self-manifested). The murti is in a well which is always full of water.


Once, there were three brothers. Each one had a handicap- Dumb, Deaf and Blind. They had a small piece of land for livelihood. For their field, they drew water from a well. One day, they found that the well had dried up so one of them started digging in the well.


His tool hit something and blood oozed out. They found a swayambhu murti of Ganesha here.
Villagers started offering coconut water which overflew into a channel. Hence the name Kanipakam.


The murti is still growing in size. At present, we see the knees and the abdomen only. The Kavacham (Armour) offered to Vinayaka 50 years ago doesn’t fit today.
Vinayaka is believed to be the upholder of truth. So people come here and swear before him to prove their innocence.
ALL
Sahil
Sahil
@sahilypatel
Want to do an MBA for free ?

A thread 👇

1) Leadership: Foundations of Teamwork and Leadership

School: wharton

2) Marketing: Marketing Management

School: wharton

3) Microeconomics: Microeconomics for Managers

School:

4) Financial Theory

School:
ALL , MBA , MBA SERIES