BC ITSTHLEARNINGS
Saved by @SAnngeri

All my Threads so far 🧡 πŸ‘‡πŸΌ

 The One with the Cash Flow Explained πŸ’°
https://t.co/F6oNVquQKC
The One with Free Cash Flow Explained πŸ’Έ
https://t.co/jLj4WSZXJJ
The One with Mutual Funds πŸ’‘
https://t.co/di2CDTKli8
The One on Laurus Labs πŸ§ͺπŸ‘¨πŸΌβ€πŸ”¬πŸ‘©πŸΌβ€πŸ”¬
https://t.co/k6KHAkCJ3W
The One on Gujarat Gas 🏭
https://t.co/QL6HkEha6O
The One on Proxy Investing

https://t.co/iGsdudYSee
The One with Investing Principles

https://t.co/zNTWmfZIl8
The One on Strides and Stelis
https://t.co/7YF10YIstv
The One on Porter's 5 Forces (with Divis Labs as an example)

https://t.co/IQ4dW3Jl8o
The One on Indexes, Explained

https://t.co/m2tjAaQEo8
The One with Case Studies on Super Investors
https://t.co/7Q4CjgE8GI
The One with DuPont and ROCE, Explained
https://t.co/XFxH7hyhHu
The One with Peter Lynch's Six Type of Stocks
https://t.co/eCoIk9SjML

More from Tar ⚑

Tar \u26a1
Tar ⚑
@itsTarH
Fun Insights from my Portfolio

Deepak Nitrite generates more Cash from Operations than Laurus Labs.

Deepak Nitrite: 999cr
Laurus Labs: 733cr

Deepak grew its CFO by ~30% YoY while Laurus grew its CFO by more than~100% YoY
UVLEARNINGS , ALL
Tar \u26a1
Tar ⚑
@itsTarH
Phillip Capital note on #Prajindustries
PRAJ , PRAJWAL
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Tar \u26a1
Tar ⚑
@itsTarH
What are food grade recombinant proteins and what makes #LaurusBio exciting? πŸ‘‡πŸΌ

Making Maruti 800s for an industry where only Ferraris are available πŸš™


Cultured Meat and Maruti vs Ferrari problem explained in this video.

Pic from my note posted many days ago on ValuePickr.
LAURUSLABS
Tar \u26a1
Tar ⚑
@itsTarH
Amid the ongoing war, you would have heard Nickel rising by over 200%, Wheat by 80% and Oil by 50%

But did you know there is another asset class that rose by over 2000% since Dec

Todays thread is about Credit Default Swaps, an asset class only accessible to the ultra rich πŸ§΅πŸ‘‡


This thread is divided into the following parts

1. Basics & History of Credit Default Swaps
2. How Russian CDS rose over 2000%?
3. Why these instruments are limited to the ultra wealthy?
4. Can you profit indirectly from CDS?

Credit Default Swaps belong to a category of derivative products called Swaps.


Derivative products are usually of two kinds

1. Standardized Derivative Products like Futures and Option Contracts that are traded over the exchange

2. Non Standardized Over the Counter Products like Forwards and Swaps


Swap at its simplest is an agreement between two parties to exchange a series of cash flows for a set period of time

Swaps were basically invented to help large banks and companies manage their interest rate and currency exposures
ALL
Tar \u26a1
Tar ⚑
@itsTarH
@vrael5 @jitenkparmar No, they have a agreement with Tesla and it's the private company of Panasonic that makes these batteries

CATL is a good bet in this space

Battery industry has many similarities of semi conductor industry

High cost of entry
Limited players
Protected Tech
Need Scale to Survive

India needs to build its own battery & not just assemble parts imported from China and Korea

There are some very promising start ups in India trying to extend the life of a lithium ion battery but none that are doing research in Solid State

$QS is my bet on solid state future
RENEWABLE

More from Itsthlearnings

Tar \u26a1
Tar ⚑
@itsTarH
Lot of DMs on when to sell. Read the below thread and bookmark it.

It will answer all your questions on when, why and how to sell πŸ‘‡πŸΌ
ITSTHLEARNINGS
Tar \u26a1
Tar ⚑
@itsTarH
This is pretty much all there is to valuations πŸ‘‡πŸΌ I personally follow this same process.

(Excuse the handwriting, rough notes from CFA L2 Equity Valuations)
ITSTHLEARNINGS , ALL
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Tar \u26a1
Tar ⚑
@itsTarH
Corrected my mistake today, bought #Mastek

First identified it at 1100, by the time I finished researching it went to 1800 Thought will wait and invest at pull back. Soon it was at 2800+

Bought today at 2375
15% of PF
ITSTHLEARNINGS , ALL
Tar \u26a1
Tar ⚑
@itsTarH
It's the weekend!

Grab a cup of coffee, in this thread we will explore

1. What is risk management?
2. What is position sizing?
3. How to apply both these concepts to reduce volatility and drawdowns in your portfolio?

Lets dive right in.


What does losing $20 Billion in 24 hours and A Bank being sold for less than $1, have in common?

The answer is Risk Management.

Through this thread we will explore 2 stories - Stories that will teach us the importance of risk management and position sizing in a portfolio.

These stories will show you that no matter

How Rich You Are
How Respected You Are
How Educated You Are

Improper risk management will blow up your portfolio and most likely bankrupt you.

Our first story is the story of Bill Hwang and the saga of Archegos Capital Management.
ITSTHLEARNINGS , ALL
Tar \u26a1
Tar ⚑
@itsTarH
Saw a few posts where #LaurusLabs is being floated as 100x candidate from here.

That would mean it would need a market cap of 35 lakh crore+ ($466 Billion) to achieve that goal.

Not going to happen.

Most optimistic goal is a 3 lakh cr market cap ($40 Billion) in next 10 yrs.

Don't fall for accounts selling you false hope
Apply some common sense

Folks who bought Laurus at its lowest of Rs 52 per share may (Big May) see a 100 bagger, entering now will not

Laurus is my largest position, so this is not a criticism, just setting realistic expectations
ITSTHLEARNINGS

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Tej Dosa \U0001f602\U0001f9e0
Tej Dosa πŸ˜‚πŸ§ ...
@ComedicBizman
(A THREAD)

18 Things I Would Do At 18:

I was a dumb 18-year-old. I thought I had the world figured out. I didn't.

I stayed up till the wee hours. Drank every liquor invented.

Partied non-stop. Woke up after noon.

Surfed the web aimlessly.

Read BS self-help.

Repeat.

If I could do it all over again, here's 18 things I would do...

PHASE ONE: GET MY MIND RIGHT

ACTION #1: Break the chains - I wish I made the decision earlier. I didn't. I was scared. Anxious. Nervous. I knew once I made the decision, there was no going back.

Don't be like me.

Make the decision at 18. The decision to pave your own path in life. To go against the herd. To choose your own adventure. To commit to whatever sets your heart on fire.

ACTION #2: Cut off every negative person in your life.

Scroll through the contacts in your phone...

Notice how the names make you feel.

Delete any and all names that fill you with doubt and negativity.

ACTION #3: Condition your mind to embrace the producer mindset instead of the consumer mindset.

Consume 20% of the time. Produce 80% of the time.

Case closed.

ACTION #4: Set an intention to make $10k a month and write it out every MORNING and NIGHT as if you already achieved it (in the past tense).

Visualize yourself already having the money as you write.

Cheesy?

Yes.

Does it work?

Yes.

PHASE TWO: EDUCATION
LIFE
Fidato
Fidato
@tequieremos
A thread on the life and achievements of Muhiyudin Sayyid Abdul Qadir Jillani RadiAllah who served Islam infinitely as the Reviver (Mujadid) of the 11th Century!


Muhiyudin Sayyid Abdul Qadir Jilani (RA) was one of the greatest Islamic Saint, Scholar, and Jurist. The honorific Muhiyudin denotes his status with many Sufis as a "reviver of religion". Jilani refers to his place of birth. He also carried the epithet Baghdadi.

[1]

Sheikh Abdul Qadir Jilani was born on the eve of the 2nd of Ramadan 470 AH. His birth was a great blessing for the Ummah. It was the arrival of the Sultan al-Awliya (King of the Awliya) of that era, which had been foretold for centuries before his birth.

[2]

When Hazrat Abdul Qadir Jillani was asked by someone what brought him to his high spiritual level, he said, The truthfulness which I promised to my mother. He related the following story:
"One day, on the eve of Eid al-Adhā, I went to my mother, who was then a widow and..

[3]

..and requested her,Β 'Send me to the path of Truth, give me permission to go to Baghdad to acquire knowledge, to be with the wise and those who are close to Allah. She cried, but she brought out 80 pieces of gold, which was all that my father had left as inheritance.

[4]
RELIGION
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MAKE THE WORLD GREAT AGAIN \U0001f30d
MAKE THE WORLD GREAT A...
@joyoftheawoke
The take down of the Cabal A-Z Charlie Freak & @djmarkdevlin

...In May 2017- Prince alwaleed tala sold his soul to the 13 bloodline families

Thread.. please retweet this truth πŸ™


Trump visits the Middle East and receives royal Saudi welcome, highest Saudi honour by receiving the golden collar of abdulaziz al Saud
Not been seen with past presidents ...


When trump arrived in the summer of 2017 14/09/2017 he laid out all the documents, all the folders and they had all the photographs, disks, cds, dvds with all footage of them doing horrific things, the NSA has it all!

2 weeks later the richest men begun getting arrested...

They hand picked Obama, alwaleed tala decided to make Obama the linchpin of the us presidency. Barack has connections all over the cabal
TRUMP
Anumah, Abdulraheem Okehi \U0001f468\u200d\U0001f52c\U0001f1f3\U0001f1ec \U0001f1eb\U0001f1f7 \U0001f1f5\U0001f1f9 \U0001f1ea\U0001f1f8
Anumah, Abdulraheem Ok...
@AnumahABD
Department List of UCAS-China PROFESSORs for ANSO, CSC and UCAS (fully or partial) Scholarship Acceptance
1) UCAS School of physical sciences Professor
https://t.co/9X8OheIvRw
2) UCAS School of mathematical sciences Professor

3) UCAS School of nuclear sciences and technology
https://t.co/nQH8JnewcJ
4) UCAS School of astronomy and space sciences
https://t.co/7Ikc6CuKHZ
5) UCAS School of engineering

6) Geotechnical Engineering Teaching and Research Office
https://t.co/jBCJW7UKlQ
7) Multi-scale Mechanics Teaching and Research Section
https://t.co/eqfQnX1LEQ
😎 Microgravity Science Teaching and Research

9) High temperature gas dynamics teaching and research section
https://t.co/tVIdKgTPl3
10) Department of Biomechanics and Medical Engineering
https://t.co/ubW4xhZY2R
11) Ocean Engineering Teaching and Research

12) Department of Dynamics and Advanced Manufacturing
https://t.co/42BKXEugGv
13) Refrigeration and Cryogenic Engineering Teaching and Research Office
https://t.co/pZdUXFTvw3
14) Power Machinery and Engineering Teaching and Research
EDUCATION
Kelly Ellis
Kelly Ellis
@justkelly_ok
So, I want to talk about how sexual harassment and fair pay are linked at Google (and beyond), because I think that's an angle that isn't being highlighted enough in the coverage of these walk-outs. I'm going to frame it largely around my personal experience there. Thread.

When I was sexually harassed by the director of the area I was working in, I was afraid to report it because I was worried that "getting him in trouble" would result in the subtle retaliation of missed leadership opportunities.

I wanted to continue working on the team I was on, because I'd gained a lot of very deep knowledge and expertise in that area, as well as reputation and camaraderie with the other folks working in that area. I didn't want to make the situation more "difficult."

To get promoted at Google, several need to happen: 1. you need opportunities for ownership and leadership above your current level (basically, opportunities to show you're working at the next level you're trying to get promoted to). The work you're "assigned" has a big impact.

2. You need glowing reviews from peers, *at or particularly above the level you're hoping to get promoted to.* Basically, you need people a lot more senior than you to say you're doing awesome work.
TECH , SOCIETY