BC MFS

Siddhartha Bhaiya
@sidd1307 5 years, 2 months ago 772 views

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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!

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Siddhartha Bhaiya
@sidd1307

The other just entered into quality territory today 😜

Quality hone ke liye HIGH PE hona jaroori hai

Ethanol plants need incineration boilers
There are only 2 major manufacturers in India

One is thermax. The other is homework \U0001f61c #valueinvesting #Investment #investing #aequitas
— Siddhartha Bhaiya (@sidd1307) June 29, 2021

Siddhartha Bhaiya
@sidd1307

Two of the best small cap investors I think are Anil Kumar Goel and Girish Gulati.

I don’t personally know them but I know they are good when I see their names appearing in shareholding list of some really good companies

🎩’s off

Siddhartha Bhaiya
@sidd1307

Sugar stocks are a natural hedge against daru.

As ethanol blending increases, ENA prices will go up as so will the cost of your daru 😂😂

Phir bolna nahin ki bataya nahin

Siddhartha Bhaiya
@sidd1307

@ramnath2015 DCF is a lot of bullshit.
5 yrs back u could have run a DCF in ITC and come to great conclusion but over the last 5 yrs the youth globally has moved away from cigarettes to weed

Siddhartha Bhaiya
@sidd1307

@SunDudez No it becomes quality 😂😂

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Dividend Growth Invest...
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A financial advisor that charges an annual fee of 1% on assets under management

Essentially takes 50% of your dividend income, if your portfolio yields 2%

That's substantially worse than the highest rate on qualified dividends of 23.80% today

Few understand this

I agree with this

After 34 years in the business, I just can\u2019t get my head around how an adviser can justify charging a client any more that $2,000 per year for financial advice, and 0.25% per year for asset management if needed. There may be outliers that cost more, but those are the expectation.
— Rick Ferri (@Rick_Ferri) June 15, 2021

ContrarianEPS
@contrarianEPS

@Bapu__Mishra hardly. 30-40 stocks is fine

$1 Page Finance \U0001f4c4$

1 Page Finance 📄...
@1PageFinance

Funds That Don't Deserve Your Money.

Check your portfolio and do the cleanup!!

Read-Along 👇 1/n

Aditya Birla SL Frontline Equity

The fund that doesn't deserve your money.

2/n

HDFC Top 100

The fund that doesn't deserve your money.

3/n

ICICI Prudential Bluechip

The fund that doesn't deserve your money.

4/n

Nippon India Large-Cap

The fund that doesn't deserve your money.

5/n

Sir Metafool
@passivefool

Has anyone seen "you are getting mutual fund units at discount" and "India growth story" tweets?

This is a bit worrying.

Yash Agarwal
@yashhsm

Soon startups like Zerodha, Groww & PhonePe will soon launch their own Mutual Funds!

Why is every Investment App trying to become a Mutual fund company?🤔

Let's understand👇

A Thread🧵

FinTechs like Zerodha and Groww have already disrupted the stockbroking & mutual funds distribution space and have become the largest player in their industr, they own the distribution.

What's next?

They want to make their own Mutual Funds & control the manufacturing as well.

Why now?

In Dec 2020, SEBI made it easy to apply for a Mutual Fund license. Earlier, they needed to be profitable for the 3 out of the previous 5 years including the most recent one - and no startups were profitable. But now, they just needed to show a net worth of Rs. 100 Cr.

This is also the perfect time to enter the Mutual Fund market. India is still way under-penetrated with a lot of first-time investors coming. And as per Nithin Kamath, Mutual funds will be one of the key products to push more people into investing.

Who all are in the race?

Largest stockbroker (Zerodha), Largest mutual fund distributor (Groww), one of the biggest NBFC (Bajaj Finserv), several star investors like Deepak Shenoy, Rakesh Jhunjhunwala are strong in the race, apart from FinTechs like Paytm Money, PhonePe & Niyo.

A lot of people don't understand that Trump & his incoming team didn't face a normal transition period, like it was over a in a matter of a few weeks or months.

The DOJ transition period JUST ENDED when Sessions left. Almost 2 exact years to get it there.

Pompeo at the CIA took over a year before he was done and ready to shift over to the State Department.

All kinds of stuff has been going on behind the scenes nobody leaks or talks about.

We only had the barest mention of the fact the Clinton Email investigation restarted

Nobody leaked in a year that Huber was deep diving into the Clinton Foundation.
Keep that in mind as all the usual suspects continue to INSIST nothing is happening/going to happen.

Andrew Chen
@andrewchen

👇 Thread. New deck getting published this week: "Consumer startups are awesome, and here's what I'm looking to invest in at Andreessen Horowitz." If you want to read it, subscribe to my newsletter here: https://t.co/262t8eh0wf

1/ A lot of new consumer technologies have been introduced to US households in the last 100 years. But it's taken many of them - like the telephone - more than 50 years to get to the majority of the US. Why is that?

2/ We had to literally teach people how to use phone. Which end goes to your mouth, which goes to your ear. Say "hello" when people call. The motivation of consumers to talk to their friends has always been there, but we had to teach the behavior

3/ If you compare phones to the latest technologies, there's been a huge shift. Things are being picked up much faster.

4/ Even while there's been all this innovation recently, physically speaking, we are still the same human beings from 100,000 years ago.

Erik Torenberg
@eriktorenberg

1/ Some initial thoughts on personal moats:

Like company moats, your personal moat should be a competitive advantage that is not only durable—it should also compound over time.

Characteristics of a personal moat below:

I'm increasingly interested in the idea of "personal moats" in the context of careers.

Moats should be:

- Hard to learn and hard to do (but perhaps easier for you)
- Skills that are rare and valuable
- Legible
- Compounding over time
- Unique to your own talents & interests https://t.co/bB3k1YcH5b
— Erik Torenberg (@eriktorenberg) November 22, 2018

2/ Like a company moat, you want to build career capital while you sleep.

As Andrew Chen noted:

People talk about \u201cpassive income\u201d a lot but not about \u201cpassive social capital\u201d or \u201cpassive networking\u201d or \u201cpassive knowledge gaining\u201d but that\u2019s what you can architect if you have a thing and it grows over time without intensive constant effort to sustain it
— Andrew Chen (@andrewchen) November 22, 2018

3/ You don’t want to build a competitive advantage that is fleeting or that will get commoditized

Things that might get commoditized over time (some longer than

Things that look like moats but likely aren\u2019t or may fade:

- Proprietary networks
- Being something other than one of the best at any tournament style-game
- Many "awards"
- Twitter followers or general reach without "respect"
- Anything that depends on information asymmetry https://t.co/abjxesVIh9
— Erik Torenberg (@eriktorenberg) November 22, 2018

4/ Before the arrival of recorded music, what used to be scarce was the actual music itself — required an in-person artist.

After recorded music, the music itself became abundant and what became scarce was curation, distribution, and self space.

5/ Similarly, in careers, what used to be (more) scarce were things like ideas, money, and exclusive relationships.

In the internet economy, what has become scarce are things like specific knowledge, rare & valuable skills, and great reputations.