BC IDEAS

Intrinsic Compounding
@soicfinance 2 years, 8 months ago 478 views

An Example of what Tailwinds look like:

More from Intrinsic Compounding

Sequent will teach many people about what Hyperbolic Discounting and Myopic Loss aversion means. 2 Mental models which an equity investor has to understand about. No other way. Disc: invested, not a reco

Having multiple facilities accredited with certifications from the best authorities from globe is a hidden moat in itself... 10-20% pop and then retracement should not shake confidence... Business focus and longevity should build conviction
\U0001f436\U0001f431\U0001f434\U0001f42e\U0001f437\U0001f411 @unseenvalue @soicfinance
— Harinder S Nanda (@harindersnanda) July 14, 2021

Intrinsic Compounding
@soicfinance

Happiest Minds Business Analysis|The Next Big IT Business? 😁🎥

We have analyzed the multiple trends currently driving the IT industry, and which players can be the likely beneficiaries

Link to the video 🔗: https://t.co/2JUfvKGKrd

Blessed to receive such feedback 🙏🙏

Intrinsic Compounding
@soicfinance

Six key learnings from a friend/mentor in investing:-

1. Investing is a game of probabilities and not possibilities.

2. Sizing is the most important decision that you make.

3. Being a generalist and learning from sectoral experts is fun.

4. Identify the key variables

And learn how to probabilistically see how these variables move in the future.

5. Benchmark companies within a sector and then see which one is doing what, it will sooner or later reflect in financials.

6. Network as much as you can. Network is the modern day networth.

Intrinsic Compounding
@soicfinance

The Basics of a Balance Sheet explained from scratch 🧮➕➖➗

In this thread we will talk about -

1. What is Balance Sheet
2. How Balance Sheet is made?
3. Each line items of Balance Sheet
4. Why it is important

Retweet for max reach!

What is a Balance Sheet:

The balance sheet displays the company’s total assets and how the assets are financed, either through debt or equity. It gives an idea of the financial health of an organization. It is like a snapshot of the financial position at a specified time.

Balance sheet consists of 3 components:
1⃣Assets
2⃣Equity
3⃣Liabilities

The balance sheet is based on the fundamental equation: Assets = Equity + Liabilities.

This is also the golden rule of Finance!

Now let’s dig into each line item on the Balance sheet and understand why the Balance sheet always tallies.

Let’s see how actual balance sheet looks like:

The first part of the BS is Assets.

Assets are those resources or things which the company owns. They can be divided into current as well as non-current assets or long term assets.

Non-current assets: Assets which cannot be easily converted to cash. Like buildings, machinery.

Intrinsic Compounding
@soicfinance

Everything about Free cash Flow Simplified!

What we will talk about in this 🧵🧵:

1⃣What is Free Cash Flow
2⃣How to calculate Free Cash Flow
3⃣Types of Free Cash Flow
4⃣Importance & Limitations of Free Cash Flow

Let's dive in ⤵️⤵️

What is Free Cash Flow?

Free cash flow means the cash that is left over after a company pays for its operating expenses and capital expenditures (Capex) like purchasing new machinery, equipment, land & building, etc. and satisfying all its working capital needs.

In simple words, suppose whatever cash that is left with you after you spend your salary or income is known as Free cash flow that you can use for different purposes.

The more FCF a company has, the better it is. Businesses which generate high FCF can:-

1⃣Give investors higher dividends
2⃣Do share buybacks
3⃣Build a war chest for acquisitions or Capex.
4⃣Reinvest in the business when opportunity arises with lesser dependence on debt.

How to calculate Free Cash Flow👇:

To calculate free cash flow, all you need to do is open the Cash Flow Statement and subtract "Net Capital expenditure" from "net cash from operating activities".

More from Ideas

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.

There\u2019s a lot of bad advice out there on how to pitch your startup.

Last year, I invested $1M+ and heard 200 companies pitch.

Every great pitch I've heard nails 5 ingredients.

In this thread, we'll go through each to help maximize your chances when fundraising

Let's dig in\U0001f447 pic.twitter.com/FBaUUWHz8L
— Romeen Sheth (@RomeenSheth) April 10, 2021

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:

0/ After evaluating 200+ startups this year, I've been in some awesome and not so awesome pitches.

Here are the top 10 mistakes I see Founders make that routinely derail fundraising \U0001f447\U0001f447\U0001f447
— Romeen Sheth (@RomeenSheth) December 28, 2020

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

So what should I do?

Read below.

0/ Last night I tweeted about the top 10 things Founders do that derail fundraising. It struck a chord. 2,500+ liked the tweet.

I got a ton of DMs asking the opposite question: \u201cWhat are the top things Founders do well when fundraising?\u201d

Here's my top 10 \U0001f447\U0001f447\U0001f447
— Romeen Sheth (@RomeenSheth) December 30, 2020

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.

Raising money for startups is wild right now. I\u2019ve never seen anything like it.

Lots of Founders are wondering how to approach it and who they should partner with.

Here are 10 observations / practical tips I've shared with 100+ Founders in the last few months \U0001f447\U0001f447\U0001f447
— Romeen Sheth (@RomeenSheth) May 5, 2021

$Sid \U0001f1ee\U0001f1f3$

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

Brian Feroldi
@BrianFeroldi

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

$\U0001f181\U0001f17a$

🆁🅺
@TheRishiK

@ValueEducator Anup Engineering.. those who are wondering

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

His Parent names were Yajnathatan and Pavithrai.
Vichara Sarman was a gifted child and he learnt Vedas and Agamas at a very young age.
He was very devout and would always think about Bhagwan Shiva.

One day he saw a cowherd man brutally assaulting a cow,Vichara Sarman could not tolerate this. He spoke to cowherd: ‘Do you not know that the cow is worshipful & divine? All gods & Devas reside in https://t.co/ElLcI5ppsK it is our duty to protect cows &we should not to harm them.

Anastasis
@OrdersofM

https://t.co/6cRR2B3jBE
Viruses and other pathogens are often studied as stand-alone entities, despite that, in nature, they mostly live in multispecies associations called biofilms—both externally and within the host.

https://t.co/FBfXhUrH5d

Microorganisms in biofilms are enclosed by an extracellular matrix that confers protection and improves survival. Previous studies have shown that viruses can secondarily colonize preexisting biofilms, and viral biofilms have also been described.

...we raise the perspective that CoVs can persistently infect bats due to their association with biofilm structures. This phenomenon potentially provides an optimal environment for nonpathogenic & well-adapted viruses to interact with the host, as well as for viral recombination.

Biofilms can also enhance virion viability in extracellular environments, such as on fomites and in aquatic sediments, allowing viral persistence and dissemination.