BC LEARNING

Arun Mukherjee
@Arunstockguru 4 years, 9 months ago 910 views

Invest in the future:

• Robotics
• Blockchain
• Clean Energy
• Electric Vehicle
• Meat Alternative
• Cancer Research
• Machine Learning
• Space Exploration
• Artificial Intelligence
• Internet of Things (IoT)

What else would you add?

More from Arun Mukherjee

Some 100+ baggers of last 10-12 years:-

1) Bajaj Finance
2) Caplin point
3) Avanti feeds
4) Relaxo foot
5) Astral ltd
6) Ajanta Pharma
7)Symphony ltd
8) Cera sanitariwar
9) Hatsun agro
10) Alkyl amine
11) NGL fine
12) Navin floro
13) Apollo tricoat

Which will be the next set?

Arun Mukherjee
@Arunstockguru

Arun Mukherjee
@Arunstockguru

If you are looking to have 12-15% compounding for next 15-20 years,you probably don't need to work hard. This things will provide it:-

1..Asian Paints
2..Hdfc bank.
3..Pidilite.
4..United Spirits.
5..Kotak Bank.
6..Godrej Properties
7..Nestle
8..Titan
9..Divis
10..PI ind

Arun Mukherjee
@Arunstockguru

Morning motivation:-

Arun Mukherjee
@Arunstockguru

Relaxo Footwear's margins and return on capital are way better then even Nike

Relaxo Footwear
Gross Margin ~60%
OPM ~17%
ROCE ~25%

Nike
Gross Margin ~44%
OPM ~9%
ROCE ~12%
(Tijori)

More from Learning

$Tar \u26a1$

Tar ⚡
@itsTarH

It's the weekend!

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

1. Peter Lynch's Six Categories of Stocks
2. How to identify the type of stock you own?
3. How to think and decide about the runway for growth of a company?

Lets dive right in.

For those who do not know (I doubt there will be many), Peter Lynch is one of the most successful fund managers of all time.

He managed a fund called Magellan at US Investment Giant Fidelity Investments and during his 13 yr tenure, he delivered an average CAGR of 29.2%.

Sadly the fund couldn't keep up post Lynch's retirement and his successors weren't able to keep up with his returns.

That's how good Lynch was!

In 1989, a year before retirement, Lynch wrote and published a book called 'One Up on Wall Street'.

Almost 32 years later, the teachings of the book remain relevant.

(Highly recommended read)

Chapter 7 of the Book Titled
"I've Got It, I've Got It - What is It?"

talks about the need to classify stocks.

Peter's argument is that you need to know what kind of stock you hold in your portfolio.

Not all stocks are the same - and he is right!

Commonstock
@JoinCommonstock

Michael Burry's investment strategy

$Vidit \u26aa\ufe0f$

Vidit ⚪️
@supermode_

Mckinsey makes millions on a single presentation.....yeah👀

Here is the central business storytelling framework I learned in my 4 yrs there🧵👇

First, why should you care?

If you closely observe, most people do academia-style communication.

They stream details(situation, complications, etc) first and then slowly build up the conclusion.

And it works ...

but not when you have to be persuasive and sell your ideas.

A consultant at Mckinsey, Barbara Minto, realized this anomaly in the 60s and capitalized on it.

She built a framework that would change the course of the firm.

Eg- Mckinsey currently boasts a roster of 90 of the top 100 companies in the world.

Quick aside to acknowledge that Barbara Minto is a badass

- one of the first Harvard female MBAs

- and the first female Mckinsey consultant

What she proposed was so influential - other consulting firms also adopted her principles.

The framework is also a secret weapon....

It makes consultants appear sharp = accelerates their growth.

eg- many top CEOs are ex-Mckinsey.

Sundar Pichai - Google
Sheryl Sandberg - Facebook
James Gorman - Morgan Stanley

CEOs at Vodafone, Boeing, Footlocker, LEGO, Grammarly, Best Buy.

Full list at the end:

Sahil Bloom
@SahilBloom

I recently found out I'm going to be a father.

Here are the principles I want to teach my child to live by:

Be Interested

Talent is overrated—interest is not.

Interested people are prone to giving their deep attention to something to discover more about it.

They ask questions, listen, & observe. They open up to the world around them.

Being interested is a key to a fulfilling life.

Different is Beautiful

Growing up, I feared being different—I desperately wanted to fit in.

I made bad decisions grounded in insecurity.

I only realized later: being different is your edge—your ultimate competitive advantage.

No one can compete with you, at being you.

Work Hard

If you want to accomplish anything in life, you have to work hard.

Don't believe the hype. Hard work isn't the sexy, flashy Instagram posts saying "rise & grind”—it's the ugly, painful effort in the dark, when no one is watching.

If you want something, go get it.

Show Up in the Darkest Hour

It's easy to be there for people to celebrate their wins.

It takes character to show up for them in their darkest hour.

People never forget who supported them when the chips were down.

Be the friend who is always there—in good times and bad.

Aadit Sheth
@aaditsh

If you use it right, your Twitter account is worth more than your degree.

But 98.8% suck at it.

Here are 9 unique ways to turn Twitter into a crazy valuable asset:

Highly Curate Your Following

99% of users follow real-time news on Twitter.

That's okay. But you won't make Twitter an asset then.

To make it an asset, build a high-signal information diet.

You'll see it as a whole new opportunity.

Let me show you...

Use Twitter Lists

I find way too much news, drama and irrelevant ideas on the Twitter timeline.

I use Twitter lists to cut the noise and amplify the signal.

Bonus: Lists aren't affected by the algorithm.

Here's a video to get started on Lists:

Use Advanced Search

Scrape the internet to find what you want:

"(from:aaditsh) min_faves:1000 marketing"

Tweets with "marketing" from @aaditsh with more than 1000 likes.

Another favorite:

"(from:aaditsh) until:2021-09-01 since:2021-05-01"

Between May and September.

Mute Trolls

Trust me. They're not worth your time.

Click on a profile that annoys you.

Click "more" → "mute profile".

You won't "block" them but their content will become hidden on your timeline.

It's so peaceful.

In the spring and summer of 2016, as reported by the Times, activity we traced to GRU was reported to the FBI. This was the standard model of interaction companies used for nation-state attacks against likely US targeted.

In the Spring of 2017, after a deep dive into the Fake News phenomena, the security team wanted to publish an update that covered what we had learned. At this point, we didn’t have any advertising content or the big IRA cluster, but we did know about the GRU model.

This report when through dozens of edits as different equities were represented. I did not have any meetings with Sheryl on the paper, but I can’t speak to whether she was in the loop with my higher-ups.

In the end, the difficult question of attribution was settled by us pointing to the DNI report instead of saying Russia or GRU directly. In my pre-briefs with members of Congress, I made it clear that we believed this action was GRU.

libertyandjusticeforal...
@Mark923to25

1. #Qanon told us that Saudi Arabia is a central piece of the puzzle in taking out the Deep State...we are watching the Deep State attempt to remove Crown Prince MBS and disrupt Pres Trump's administration's ties with MBS and the "new" Saudi/US coalition. Early in his admin,

2....@Potus sent Jared Kushner (JK) to SA on an undisclosed trip and told King Salman that business as usual was over, and if he wanted Pres Trump's support, Prince Alwaleed would have to be divested of $ and power; Alwaleed is one of top Deep State $ men and was tied to HRC.

3. @Potus knew that before he could begin cleansing the US and the rest of the world of the DS, he would have to cut one of the financial head's off the snake (Alwaleed). After JK met w/ King Salman, Alwaleed was arrested and divested of billions; MBS became leader of SA.

4. SA loves Pres Trump because he's a man of his word; SA could not trust Hussein or Clintons because they use SA for oil and leverage; SA has many factions, but essentially you have the new and upcoming SA that is attempting to modernize through Crown Prince MBS, and then you

5...have the old guard represented by Alwaleed who was one of the Deep State financial heads and loyal to the DS more than SA; SA knew Hussein was financing Iran to hold western world hostage, and SA was caught in middle of Deep State black mail; this is why @Potus was celebrated

SK
@sk_diary1

Margatha Natarajar murthi - Uthirakosamangai temple near Ramanathapuram,TN
#ArudraDarisanam
Unique Natarajar made of emerlad is abt 6 feet tall.
It is always covered with sandal paste.Only on Thriuvadhirai Star in month Margazhi-Nataraja can be worshipped without sandal paste.

After removing the sandal paste,day long rituals & various abhishekam will be https://t.co/e1Ye8DrNWb day Maragatha Nataraja sannandhi will be closed after anointing the murthi with fresh sandal paste.Maragatha Natarajar is covered with sandal paste throughout the year

as Emerald has scientific property of its molecules getting disturbed when exposed to light/water/sound.This is an ancient Shiva temple considered to be 3000 years old -believed to be where Bhagwan Shiva gave Veda gyaana to Parvati Devi.This temple has some stunning sculptures.

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

Billy Bostickson 🏴👁&👁 ...
@BillyBostickson

Keep dwelling on this:
Further Examination of the Motif near PRRA Reveals Close Structural Similarity to the SEB Superantigen as well as Sequence Similarities to Neurotoxins and a Viral SAg.

The insertion PRRA together with 7 sequentially preceding residues & succeeding R685 (conserved in β-CoVs) form a motif, Y674QTQTNSPRRAR685, homologous to those of neurotoxins from Ophiophagus (cobra) and Bungarus genera, as well as neurotoxin-like regions from three RABV strains

(20) (Fig. 2D). We further noticed that the same segment bears close similarity to the HIV-1 glycoprotein gp120 SAg motif F164 to V174.
https://t.co/EwwJOSa8RK

In (B), the segment S680PPRAR685 including the PRRA insert and highly conserved cleavage site *R685* is shown in van der Waals representation (black labels) and nearby CDR residues of the TCRVβ domain are labeled in blue/white
https://t.co/BsY8BAIzDa

Sequence Identity %
https://t.co/BsY8BAIzDa
Y674 - QTQTNSPRRA - R685
Similar to neurotoxins from Ophiophagus (cobra) & Bungarus genera & neurotoxin-like regions from three RABV strains
T678 - NSPRRA- R685
Superantigenic core, consistently aligned against bacterial or viral SAgs

Invest in the future:• Robotics• Blockchain • Clean Energy• Electric Vehicle• Meat Alternative• Cancer Research• Machine Learning• Space Exploration• Artificial Intelligence• Internet of Things (IoT) What else would you add?

More from Arun Mukherjee

More from Learning

You May Also Like

Invest in the future:

• Robotics
• Blockchain
• Clean Energy
• Electric Vehicle
• Meat Alternative
• Cancer Research
• Machine Learning
• Space Exploration
• Artificial Intelligence
• Internet of Things (IoT)

What else would you add?