BC ITSTHLEARNINGS

Tar ⚡
@itsTarH 3 years, 10 months ago 575 views

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

More from Tar ⚡

What are food grade recombinant proteins and what makes #LaurusBio exciting? 👇🏼

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

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

Pic from my note posted many days ago on ValuePickr.

$Tar \u26a1$

Tar ⚡
@itsTarH

It's Laurus Bio

Brand new website, click on ➡️ https://t.co/P122IAgwbV https://t.co/NzSLpEi4PG

https://t.co/xLvOxPuUOD

$Tar \u26a1$

Tar ⚡
@itsTarH

10Y Profit from Operations for #IEX

D: Invested

Cash Flow From Operations for the same 10Y Period (rising non linearly)

$Tar \u26a1$

Tar ⚡
@itsTarH

It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. What is a Yield Curve?
2. Why is it an important indicator of Recession?
3. Is an Economic Recession around the corner?

Lets dive right in!

Before we understand a Yield Curve, lets get some of the basic terminology out of the way

1. What is a Bond?

A bond is a fixed income financial instrument which represents a loan made by an investor to a borrower

The investor typically receives payment in the form of interest and a lumpsum (principal) on maturity

The interest rate on a bond is known as coupon rate.

There are many types of bonds like

1. Zero Coupon : Pays both interest and principal at maturity
2. Sovereign Bonds : Issued by a Government or a Quasi Government Institution
3. Corporate Bonds : Issued by corporate like banks, established companies etc.

Coupon (Interest Rates) on a bond are decided based on the issuer's credit rating

The higher the credit worthiness of the issuer, the lower the coupon rate

Credit Rating on a Bond is usually assigned by credit rating agencies like Moody's or Standard & Poor's (S&P)

$Tar \u26a1$

Tar ⚡
@itsTarH

Keep an eye on #SequentScientific

Already broken it's support at 200 today, can fall more on this event. https://t.co/jwqUwbUOXE

BREAKING: The Turkish lira falls to a record low after the central bank cut its interest rate for a second meeting in a row https://t.co/Sf4rfoo7Cz pic.twitter.com/2YM1Sh5DIU
— Bloomberg (@business) October 21, 2021

More from Itsthlearnings

$Tar \u26a1$

Tar ⚡
@itsTarH

All my Threads so far 🧵 👇🏼

The One with the Cash Flow Explained

It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. What a cash flow statement is?
2. What does it tell you about a business?
3. How to analyze one?

Examples included various Indian companies.

Let's dive right in. pic.twitter.com/c8tNP26Z8K
— Tar \u26a1 (@itsTarH) May 15, 2021

The One with Free Cash Flow Explained

Its the weekend!

Grab a cup of coffee, in this thread I will explain

1. What is Capex?\U0001f4b0
2. What is Free Cash Flow? \U0001f4b8
3. What does Cash Flow from Investing and Cash Flow from Financing tells us? \U0001f4a1

Examples includes some famous companies.

Lets dive right in. pic.twitter.com/HDJgUvE8f8
— Tar \u26a1 (@itsTarH) May 22, 2021

The One with Mutual Funds

Its the weekend!

Grab a cup of coffee, in this thread I will explain

1. How to select a Mutual Fund?
2. Common and costly mistakes people make while choosing a Mutual Fund
3. Some tools and tips to help you while selecting a fund

Lets dive right in. pic.twitter.com/teelsojtn9
— Tar \u26a1 (@itsTarH) May 29, 2021

The One on Laurus Labs

Laurus Labs : A Visual Story

I am a Data Science / Machine Learning developer by profession and data along with finance are my two areas of competence.

I realize how powerful combining both of them can be, so here is a visual analysis for Laurus Labs.
— Tar \u26a1 (@itsTarH) May 30, 2021

$Tar \u26a1$

Tar ⚡
@itsTarH

This is pretty much all there is to valuations 👇🏼 I personally follow this same process.

(Excuse the handwriting, rough notes from CFA L2 Equity Valuations)

$Tar \u26a1$

Tar ⚡
@itsTarH

Asset Allocation doesn't have one clear answer and shouldn't depend on stage of the market.

It depends on your

- Risk Appetite
- Goals
- Psychology
- Age
- Responsibilities

1/n https://t.co/aJjy4N90J9

Greatest challenge in the bull market is sound asset allocation which I have been facing alot. Want to buy super fundamentals cos. but can't buy em call. Latter is cos. % allocation in your portfolio.

Can you'll shed light @connectgurmeet @Investor_Mohit @itsTarH @AnyBodyCanFly
— Amrit (@HeyAmrit) July 23, 2021

Someone who is

Young
Right out of College
Doesn't Need Money for Next 10 years
Doesn't Have any Dependents

should be allocated more towards Equities than someone who is

Old
Heading for Retirement
Needs Consistent Income
Has Many Dependents

2/n

Your psychology also has the biggest impact. Are you someone who gets afraid and loses sleep over 5 to 10% drawdowns and wants to book profits as soon as an investment gains in value

or Are you someone who can sit peacefully and do not let the daily movement of market impact you

Also allocate based on Goals.

(Extract taken from my Personal Finance Course, Releasing on SkillShare on Sunday, link to sign up for a Free access below)

https://t.co/IdBvCqO2DH

$Tar \u26a1$

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

$Tar \u26a1$

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.

Module 1:
Build your Fat Loss Diet Plan

· Step by Step Tutorial
· Length: 26

Module 2:
Learn how to easily track your calories/macros.

· Step by Step Tutorial
· Length: 17

Module 3:
Calculate how many weeks it will take to reach six pack.

. Math behind building six pack
· Length: 12

Module 4:
Learn how to Burn Belly Fat in 3 steps

· Science behind belly fat
· 100% Works
· Length: 15

$Tej Dosa \U0001f602\U0001f9e0$

Tej Dosa 😂🧠...
@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

$Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193$

Billy Bostickson 🏴👁&👁 ...
@BillyBostickson

@EricTopol @NBA @StephenKissler @yhgrad B.1.1.7 reveals clearly that SARS-CoV-2 is reverting to its original pre-outbreak condition, i.e. adapted to transgenic hACE2 mice (either Baric's BALB/c ones or others used at WIV labs during chimeric bat coronavirus experiments aimed at developing a pan betacoronavirus vaccine)

@NBA @StephenKissler @yhgrad 1. From Day 1, SARS-COV-2 was very well adapted to humans .....and transgenic hACE2 Mice

1. From Day 1, SARS-COV-2 was very well adapted to humans .....and transgenic hACE2 Mice
"we generated a mouse model expressing hACE2 by using CRISPR/Cas9 knockin technology. In comparison with wild-type C57BL/6 mice, both young & aged hACE2 mice sustained high viral loads... pic.twitter.com/j94XtSkscj
— Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193 (@BillyBostickson) January 30, 2021

@NBA @StephenKissler @yhgrad 2. High Probability of serial passaging in Transgenic Mice expressing hACE2 in genesis of SARS-COV-2

1. High Probability of serial passaging in Transgenic Mice expressing hACE2 in genesis of SARS-COV-2!
2 papers:
Human\u2013viral molecular mimicryhttps://t.co/irfH0Zgrve
Molecular Mimicryhttps://t.co/yLQoUtfS6s https://t.co/lsCv2iMEQz
— Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193 (@BillyBostickson) January 2, 2021

@NBA @StephenKissler @yhgrad B.1.1.7 has an unusually large number of genetic changes, ... found to date in mouse-adapted SARS-CoV2 and is also seen in ferret infections.
https://t.co/9Z4oJmkcKj

@NBA @StephenKissler @yhgrad We adapted a clinical isolate of SARS-CoV-2 by serial passaging in the ... Thus, this mouse-adapted strain and associated challenge model should be ... (B) SARS-CoV-2 genomic RNA loads in mouse lung homogenates at P0 to P6.
https://t.co/I90OOCJg7o