BC MARKET CYCLE

Saved by @AnmolNarula11

Ashwini Damani
@ashwinidamani 2 years, 10 months ago 443 views

Save to PDF Share See On Twitter

The sector rotation has been so fast in this bull market...

There has been no one clear sectoral leader..

Suddenly Pharma stocks run, then PSUs, then IT comes up, Commodities, Chemicals.. Everyone is having their day in the sun..

Now All of a sudden Power stocks are zooming

Previous Bull markets had few clear leaders - Infra, Real Estate in 2007 or Financials after Demon, IT, Media in 2000s, Capex, Commodities after that

More from Market cycle

Christopher Bloomstran
@ChrisBloomstran

So, @elonmusk, you do know that the proposed tax on UNREALIZED capital gains on billionaires is just that, a proposal, right? Why would you burden yourself with an enormous tax until the proposal becomes tax law, which is highly unlikely? A couple questions for you. 1/

You note that as you earn no salary or bonus the only way to personally pay taxes is to sell stock. What became of the $22 million you received on the sale of Zip2, which you founded with your brother? After paying taxes on the realized gain, did you invest the net proceeds? 2/

After being fired by the PayPal board and replaced by Peter Thiel, PayPal was sold to eBay. You received over $165 million in eBay shares from the sale. Do you still own them? Did you pay taxes on any realized gain and invest the net proceeds? Surely you have non-Tesla assets? 3/

You have committed to owning all of your shares in Tesla for the duration. Why would you break your word simply on a tax proposal until it becomes law? I understand you invested $6.5 million in Tesla when you joined the company in 2004, the year following its founding. 4/

Since joining Tesla, have you made any additional investments in the company or is the majority of ownership derived from share grants? I presume you will ultimately sell shares to finance exercises of expiring stock options instead of continued borrowing and pledging shares? 5/

Charlie Bilello
@charliebilello

Revenue growth over the last year (TTM)...
AMC: -40%
Zoom: +100%

Net Income over the last year (TTM)...
AMC: -$2.08 billion
Zoom: +$1.14 billion

Stock price over the last year...
$AMC: +1,131%
$ZM: -45%

Data via @ycharts

Advertisement

Vivek Mashrani, CFA
@MashraniVivek

Do you know below companies were Most Valuable top 10 companies in India between 1995 to 2010..??

Where are they now? What CAGR returns did they generate? Why?

- Century Textiles
- Brooke Bond
- Hindalco
- Tata Communications
- IDBI Bank
- Indian Hotels
- Satyam Computer

(1/2)

- NIIT
- Zee Entertainment
- Indian Oil
- Himachal Futuristic
- Reliance Infra
- RCOM
- Suzlon Energy
- DLF
- Unitech
- Reliance Power
- Sterlite
- Jindal Steel
- Cairn India
- Coal India

This is how survivorship bias can be studied..

#investing #TechnoFunda

(2/2)

Leading Nowhere
@leading_nowhere

Bull runs in small caps are usually fast and furious, and the cycle repeats itself every 3-4 years. Every time, retail is sold stories of business turnaround and stock charts look fantastic for meteoric wealth creation. For the class of 2020-21, here's a couple of past stars.

These small cap stocks with 30-40 crore market cap went up 23X and 11x in a span of 24 months between April 16 and April 18. The story looked great then, but subsequently once liquidity and interest disappeared, the prices went right back to where they came from.

When in the thick of the action, it can be difficult to keep a level mindset. To keep the narrative believable, these companies are able to massage their top-line and bottom-line for a short period of time to show an imminent turnaround. Note the trends in these financials.

The company usually exhausts its ability to massage the financial statements very soon and the business health plummets dramatically. One collapsed so dramatically it has been selling fixed assets. The other one is Uniply Industries - a simple search on Twitter will suffice.

Newer small cap investors may be subscribed to many Twitter handles, Telegram channels, groups and even premium advisory services. Don't take anybody's word for the narrative being sold to you. On-the-ground-research and scuttlebutt can be plain fiction.

Anish Moonka
@AnishA_Moonka

On Cyclicals

All hell breaks loose once the growth slows down; as every investor rushes to exit at the same time. The decline is 5x faster than the rise.

You May Also Like

Phil Plait
@BadAstronomer

1/ Today is #BlackHoleFriday, an annual science outreach event that, by complete coincidence I’m sure, is done on #BlackFriday. You’ll read lots of cool stuff about black holes on the hashtag. Here’s mine.

2/ Black holes are weird. Duh. People like to think of them as something like incredibly dense nuggets of stuff that sucks other stuff in. But they’re not like that.

3/ If you squeeze enough mass into a small enough volume, the gravity gets so intense that it’s impossible to escape them *if you get too close*. From far away, though, gravitationally they more or less act like anything with that much mass.

4/ So if the Sun turns into a black hole we wouldn’t get drawn in. In fact, we’d orbit it almost exactly the same way as we do now, though we’d freeze to death pretty rapidly, which, in the end, would still kinda suck.

5/ Black holes get weird *when you get close*. Anything with mass warps space — we feel that warp as gravity! — but black holes stretch space to its limit.

$Paul M Domenick\U0001f43a$

Paul M Domenick🐺...
@PaulMDomenick

10 Signs of Social Intelligence 🧠

1-Smile
2-Good posture
3-Strong eye contact
4-Fluid hand gestures
5-Let’s others talk more
6-Listens & relates
7-Comfortable Touching people
8-Walk with a swagger
9-Speaks at slower pace
10-Keeps calm under criticism

[ QUICK THREAD ]

1-Smile

How do you feel when you see someone that looks angry?

It’s a downer

No one will want to interact with you if you look pissed all of the time, it’s just negative energy

Plus, smiling is a sign of confidence and boosts others moods

2-Good posture

Don’t walk Into any social setting looking like the hunchback

It’s weak and makes you look low energy

Plus, you’re displaying low status with weak posture

Stand up straight with your chin up & chest out like a god

Walk like you’re proud of yourself

3- Strong eye contact

Ever shake someone’s hand & their eyes are either looking down or darting?

It’s weak & you probably won’t trust them

Or in conversation?

Eye contact while talking means you’re listening and paying *Attention*

Strong eye contact displays confidence

4-Fluid hand gestures

Use your hands to talk & express your points

Don’t stand there like a robot

Using the hands can make what you’re talking about exciting

It can also be used to emphasize

Exciting = positive emotion

Remember, making people FEEL is what’s important

Advertisement

Anu Satheesh
@AnuSatheesh5

Thrikkangode Sree Randu Moorthy Temple
Ottappalam, Kerala. 🚩
#keralatemples

This is very unique temple as Shiva and Vishnu both are in the “linga” form in the same Garbhagriham. The Srikovil is in a circular pattern. Temple's Prathishta was done by Parasurama.

Mahadeva and Maha Vishnu in the same Srikovil is very rare Prathishta, but poojas are done separately Dhara is done to Maha Vishnu here. People suffering from “KAIVISHAM” and mental illness are fully cured on drinking a medicinal herb supplied by a nearby family here.

The root of the banyan tree around the Ayyappa Sannidhanam is said to have great powers for skin ailments.

Very ancient temple but was covered with forest for many years.
Later two persons Chakki and Chaathan, while cutting trees their axe hit on the nearby
@SriramKannan77

Vigrahams and it suddenly started bleeding. Later Devaprashnam was held and thus found out that these were murthy's of Shiva and Vishnu which was worshipped long back. And thus temple is constructed here.
Om Namah Sivaye
Om Namo Narayanaya
🕉🙏🕉

AKASH
@AKASHBH95801446

THE SCIENCE BEHIND YAJNA

Fire is, of course, one of the greatest discovery of mankind. Our control over the fire dramatically changed the entire human habits; earlier it was used to cook food, protection from animals and to stay warm.

Among the many applications of fire, one is Yajna (यज्ञ, yajña); also called as Havana (हवन) or Agnihotra (अग्निहोत्र).
Yajna is elaborately described in Yajurveda. In Yajurveda, Yajna is the greatest among all works (Karman). One can purify his /her soul by performing Yajna.

In Vedic culture, it is thought that the holy fire is the mediator between Gods and us; when the offerings are made to Yajna with chanting mantras, it directly reaches the Gods, who bless the people with rains, food, health, and good luck.

According to Apastamba Sutra, the definition of Yajna is Vedic sacrifice; an act by which we surrender something for gods e.g. grains (Anna), pulse, milk and milk product (ghee, butter, curd) fruits, plant juice (soma), etc.

As we said; Yajna is the contact medium for gods and

to seek their blessings.

There are many types of Yajna performed by Hindus for e.g.,

1. Rajsuya Yajna
2. Ashwamedha Yajna
3. Chaaturmasya Yajna
4. Vaajpey Yajna
5. Purushmedha Yajna
6. Sarvamedha Yajna

Eric
@ericbahn

1/ Recently, I learned about the concept of ‘struggle porn’. This refers to the fetish of sacrificing nearly everything (health, relationships, time) for your startup. I fear that this label is creating more harm than good.

2/ @nateliason wrote a fabulous article about this topic, which first introduced me to this concept. Everyone should read it:

3/ @alexisohanian also recently spoke about struggle porn, though referring to it as ‘hustle porn.’ (as the co-founder of @hustlefundvc, obviously I take issue with this pejorative definition of ‘hustle’, but that’s another topic)

4/ Struggling in itself isn’t necessarily bad. Let’s be real here--if you’re going to start a startup, you will struggle. Founders should expect to work harder generally than employees. You will be challenged in many ways and also be super rewarded in others. This is normal.

5/ However, if you are over-indexing on hard work without clear purpose and degrading your mental health/relationships in the process--then this is very bad and we obviously should not celebrate this behavior.