Who are some of the Best and worst TTs out there...who are running their trains well....share your experience for others.
MF, PMS, AIF , advisory etc.

trailer for INFY blood bath tomorrow ?

If (big IF) I were to buy #BTC I would not buy it unless the #ElSalvador peak is taken out.

Best for mkt to tell you when to buy

NNF10 Q4 2021 Performance Report

This kind of a straight line trend is not common... It MAY mean some very large accumulation for some very large entity. We may get to know only later...

#ITC

A very nice SGB tool created by Mr Amit Wani

SGB Discount Calculator - Buy Gold at a 30% Discount!
@mtwn105

1) My investment philosophy + Disclaimer -

I'm a full-time investor and my concentrated portfolio is comprised of (primarily founder-led) high growth companies with large addressable markets. I usually look for dominant businesses with a special sauce (moat) which allows..

2)...them to compound their revenues, cash flows and earnings for an extended period of time (multiple years).

Usually (but not always), such disruptive businesses operate in the technology sector and they are led by visionary founders with skin in the game.

When I invest,...

3)...it is always with the intention of holding indefinitely but the business world is unforgiving and capitalism is brutal; so in reality, my average holding period is a few years.

So, when do I sell?

(i) When a company's rev. growth < 15% pa
(ii) When the mgt. deteriorates

4)...(iii) When the 'moat' has been invaded
(iv) When I spot a new opportunity + need cash

Apart from the above scenarios, I remain invested in the companies and allow them to compound over time.

On macro, market timing, forecasts -

I started investing in the late 90s...

5)...and have yet to come across an individual who has accurately and consistently timed the economy and/or the stock market. Not one!

Over the years, many have tried to predict the future and plenty of well meaning people still try, but I've realised that...

1/ The SPAC I’ve been tracking is $SAII, merging with Otonomo.

It’s a marketplace that enables auto manufacturers to monetize their connected car data that it aggregates and standardizes using its data platform. It projects revenue to grow from $3M in 2021 to $574M by 2025.

2/ Platform:

Otonomo is standardizing data using its patent-pending technology from its 16 OEM partners including Ford, GM, and BMW who provide data on 40M connected cars (4.3B data points daily), to make it easily usable by consumers and developers who can access it via API.

3/ Similar to other aggregators like $ROKU or $TTD, one of their biggest advantages is their neutrality. Many mobility services can’t operate well without data from multiple OEMs but individual OEMs lack the incentive to share their data with competitors.

4/ Otonomo is collecting over 150 data parameters per vehicle such as engine status, temperature, speed, location, fuel or battery levels, or seatbelt status. This is then normalized across OEMs and car models, anonymized, cleansed, and enriched through AI/ML.

5/ There are hundreds of use cases that range from helping drivers to find parking to helping rental companies monitor their fleets in real-time or insurance companies offer usage-based insurance and better claims processing. Otonomo charges usage-based fees based on use-case.

BEST VALUATION FACTOR

Price to earning below:10

Price to book below:2

5 years ROE:more than 20%

If you follow these points then you won’t overpay & your return would be bigger than anyone

it’s very tough to get any stock now but there were lots of stock last year
#investing