You wanna read bullshit, here it is.

They are trying to portray high portfolio churn as updating of portfolios.

So if the fund manager churns his portfolio more he is updating his portfolio

By this logic citadel & Renaissance have the most updated port

How ridiculous isthat!

Low-risk, High-return stocks are what we look for relentlessly

But many of them we know but ignore
some of them don't grab financial headlines

Here are 10 low-risk, high return stocks (that we ignore):

What I mean by “high-return”?

These stocks have OUTPERFORMED the market:

💹Chart with upwards trend Since IPO
💹Chart with upwards trend Over the last 5 Years or since IPO

These are all long-term winners that will keep on winning

What do We Mean by “low-risk”?

A combination of:

❣️Great management
❣️Broad moat
❣️Financially strong
❣️High ROCE
❣️Low Disruption/Dilution/Volatility
❣️Consistent Organic Growth
❣️Assorted Customers/Suppliers
❣️Low debt

1-#CDSL

A depository is a big business and will grow continuously, Its a sustainable business
cause "Market hai toh CDSL bhi hai or rahega"

2- #Dixon

High Management Efficiency with a high ROE of 19.30%
Healthy long-term growth as Net Sales has grown by an annual rate of more than 30%
High Institutional Holdings

A long but must read thread. Udaybhan Rathore and myth making in Maratha history: An analysis. This is the thread on Udaybhan Rathore, who he was and how over the time period, his life was portrayed in maratha chronicles and pseudo history. (1/n)

Udaybhan rathore was the head of Bhinai thikana (84 villages) in Ajmer. He was the direct descendant of the famous Rao Chandrasen, Raja of Marwar (4th generation) who resisted Akbar all his life and never made any alliance with mughals like Maharana Pratap. (2/n)

Later in 1783, Maharaja of Jodhpur gave title of Raja to Bhinai family for their military service. Bhinai family and their direct descendant Raja Sh Mayuraj Singh still lives in Ajmer. Anyway coming to Udaybhan Rathore and story of Tanaji. (3/n)

Jai Singh's march on Shivaji and treaty of Purandar (1665) is a well known episode to repeat here. After getting the hill forts from Shivaji under the treaty, Jai Singh didn't have enough man-power to man every one of the small forts because of his next (4/n)

campaign against Bijapur. Jai Singh personally took over a couple of important forts like Kondhana (Sinhgarh), Purandar etc. Others were given to some mughals or their fortification walls destroyed. Jai Singh died in 1667 near Burhanpur while enroute to the north. (5/n)

'Tera mera rishta kya, hindu, hindu,hindutva' is a clear take on 'tera mera rishta kya,la ilaha illallah'. As much as Hindutva hates the monotheistic religions especially Islam, there's a strange wistfulness and subliminal need at display now, to BE that they hate. 1

Charlie Hebdo doesn’t come up as a cautionary tale now but rather 'why cant we be like that'?
Growing up, Hanuman was an adorable deity for us, who swallowed the sun, or who couldn’t figure out what was Sanjeevani booti so he picked up a whole mountain and came back with it. 2

Or he was loyal, admirable and when he cleaved his chest, you saw both Ram and Sita. Now we have a lot of “Angry Hanuman” stickers. Why is a cute childlike God angry? We don’t know. It's a convenient blank space where to paint all the angst of Hindu Khatre mein hain narrative. 3

The other strange thing that has started happening is pictures of Ram appearing sans Sita. “Jai Siya Ram” has become “Jai Shri Ram”. Some people disingenuously explain it as being the same thing - because Shri is a name of Lakshmi. Not really. Siya is an apbhransh of Sita. 4

Shri is a prefix of respect in this case. Hinduism is being militarised. A woman/Sita has no place in it. Even the militaristic Goddess that is Durga has no place in this conception of neo-Hindu divinity, as evidenced by Dilip Mandal wondering where Durga came from. 5

Thread on
"Intraday Banknifty Strangle based on OI data"

(System already shared, today just share few examples)
(1/n)

-Trade timing after 9:45

-Check Banknifty change in OI data at 9:45, and identify the highest OI built up in call side and put side

-We will sell both strikes with combined premium as SL on both legs.
(2/n)

28th June 2021

BN open-35440
At 9:45 trading at 35350
Highest OI in call side at 35500 CE and 35000 at put side
Strike selection 35500 CE- 35000 PE
(3/n)

29th June 2021

BN open-35323

At 9:45 trading at 35112

Highest OI in call side at 35300 CE and 35000 at put side

Strike selection 35300 CE (232) - 35000 PE (150) Combined premium 382 , Both legs SL 382
(4/n)

30th June 2021

BN open-35030

At 9:45 trading at 35002

Highest OI in call side at 35000 CE and 35000 at put side

Strike selection 35000 CE(176)- 35000 PE(213) Combined premium 389 , Both legs SL 389
(5/n)