BC PUMP DUMP
Saved by @AnmolNarula11

The Wall Street Bets due diligence on Wendy’s is gold.

The catalysts are:
◻️ The release of a new summer salad
◻️ The @Wendys Twitter account, which has mastered “meta pragmatic roasting” (which is effective with younger people)
◻️ The fact it literally sells chicken tendies

 OP: https://t.co/kTLeVWEBkK
Here’s a more fundamentals-driven analysis of Wendy’s

https://t.co/A2k19S9M7J
😂😂😂 https://t.co/9LbfaY8uNv
Further Wendy’s analysis from @CliffordAsness !!

More from Trung Phan 🇨🇦

\U0001d683\U0001d69b\U0001d69e\U0001d697\U0001d690 \U0001d67f\U0001d691\U0001d68a\U0001d697 \U0001f1e8\U0001f1e6
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦...
@TrungTPhan
1/ Amazon is famous for its writing culture:

• "Mock press releases / FAQs" for new product pitches
• "6-page memos" instead of Powerpoint

Two former Amazon execs wrote a book called "Working Backwards" detailing the philosophy.

Here are some insights 🧵


2/ The "Working Backwards" playbook

Instead of creating a product then finding customers, Amazon asks "What does the customer need?" and works toward the product.

✅Customer need --> Create product
❌Create product --> Find customer

3/ Write a mock press release

To determine if the customer need makes biz sense, employees write a press release:

• What problem is the new product solving
• Why it's better than existing options

To persuade a customer, the document has to be jargon-free and tell a story.


4/ Press release forces big thinking

You don't write a press release for an incremental improvements.

Creating a product worthy of a press release means really solving a customer problem and going after markets with large TAMs.

5/ Include an FAQ in press release

Addressing every potential customer question can help identify hurdles to getting something to market...and also uncover opportunities.
CULTURE
Trung Phan \U0001f1e8\U0001f1e6
Trung Phan 🇨🇦...
@TrungTPhan
For decades, Jeff Bezos shunned ads.

But now, Amazon’s ad business is huge: it’s on a $30B+ annual run rate (more than 2x the combined sales of Twitter, Snap and Pinterest).

Here’s how it happened 🧵


1/ Amazon doesn’t break out its ad business separately in financial filings. However, most analyst believe ads make up the majority of its “Other” revenue segment.

This figure has exploded from $1B in 2015 to a current annual run rate of ~$32B.


2/ In 2009, Bezos said “ads are the price you pay for a crappy product”.

But the business is so lucrative that Amazon’s interface has been swamped with ads:

◻️ First 3-7 search results (left in red)
◻️ Most of the product page (right in blue)


3/ Prior to the rise of ads, Amazon set out to build the ultimate organic customer recommendations engine.

The approach was codified in a famed 2003 research paper: “Amazon Recommendations: Item-to-Item Collaborative Filtering.”


4/ In recent years, Amazon organic recommendations:

◻️"Customers who bought this also bought this"
◻️"Customers who viewed also viewed"

Have been replaced w/ ads:

◻️ "Sponsored products related to"
◻️ "Brands related to this category"
TECH
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Trung Phan \U0001f1e8\U0001f1e6
Trung Phan 🇨🇦...
@TrungTPhan
“I spend too much at Starbucks” is a legendary meme.

It's also not an accident: the coffee retailer -- worth $120B -- uses many psychological hacks in its store and menu designs to get you to drop more cash.

Here are 11 of them 🧵


1/ Starbucks is all about positioning

The chain has higher prices vs competitors. But that's the point.

People typically assign higher value/quality to higher prices. Known as "irrational value assessment", this makes Starbucks an everyday luxury that people will pay for.


2/ Premium brand = premium customer base

By setting its prices higher, Starbucks attracts clientele that are relatively price insensitive.

Starbucks frequently raises its prices with little negative effect to its bottom line.


3/ "More than coffee"

Former Starbucks CEO Howard Schultz created the premium feel by emphasizing experience:

◻️Positioned SBUX as a "third place" (b/t home, work)
◻️Brought bean grinding in-store (for aroma)
◻️Banned auto espresso machines (it took away from the barista craft)


4/ Lighting and visual cues

The Starbucks operations is about "flow", efficiently moving people around the store+ getting them to spend.

To form lines, it directs people to well-lit areas (usually the merchandise, which provides the added benefit of nudging products for sale).
BUSINESS MENTAL MODELS
Trung Phan \U0001f1e8\U0001f1e6
Trung Phan 🇨🇦...
@TrungTPhan
At 40, Jim Simons left a famed math career to launch the most successful hedge fund ever: Renaissance Tech.

Even though it only won 51% of trades, the fund made 66%/yr for 30yrs (Simons worth = $25B). It's a story of genius, but also of how hard it is to beat markets.

THREAD🧵


1/ The crown jewel of RenTech is The Medallion Fund (launched in 1988).

◻️ From 1988-2018, it posted a return of 66%/yr (39% after fees)
◻️$1 invested in 1988 is now worth $14m+
◻️ Cumulative profit = $100B+ even with an avg. fund size of only $4.5B


2/ Before creating what Bloomberg calls the “greatest money-making machine ever”, Simons was a legendary mathematician.


3/ While at Stony Brook, Simons started trading commodities (with money staked by former MIT classmates).

The side investing was good enough that Simons -- also going through a divorce -- decided to leave academia and launch his own money management firm in 1978: Monemetrics.

4/ At the time, there were 2 main investment approaches:

◻️ Fundamental (understanding and forecasting an asset based on key drivers)
◻️ Technical analysis (studying price charts)

Simons’ strategy was to place a “fundamental lens” on currencies (eg. supply and demand).
ALL
Trung Phan \U0001f1e8\U0001f1e6
Trung Phan 🇨🇦...
@TrungTPhan
Peter Thiel's 2014 Reddit AMA is full of nuggets 🧵

1/ His biggest investing mistake was *not* doubling down on Facebook


2/ Thoughts when he first met Elon


3/ Whether he has a "ban" on hiring MBAs


4/ Why he invested in SpaceX


5/ His reaction to the movie The Social Network
ALL

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Jiten Parmar
Jiten Parmar
@jitenkparmar
When a consumer company advertises only on biz channels and not on GEC and mainstream channels, you should be alert about the management's intentions.

#investing
PUMP DUMP
Bharani Manoharan
Bharani Manoharan
@phreakv6
A group with extreme amounts of leverage from public sector banks and inflated market value for its equity also has avg. earnings multiple across the group at around 250x. Must be a coincidence
PUMP DUMP
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Darshit Patel\U0001f48e
Darshit Patel💎...
@darshitpatel84
IRCTC

Sept 21 -

MF Holds 5%
Retail investors hod 14%
No of Retail investors - 8.66

Dec 21 -

MF Holds 0.5%
Retail investors hod 19%
No of Retail investors - 20.33lacs ☠️☠️

Classic case of Pump and Dump 🙅🏻‍♂️
PUMP DUMP
Deepak Kapur
Deepak Kapur
@tapak7
Anatomy of pump

Read below thread & articles

https://t.co/Zw9TDgFH8M

https://t.co/oeNhoq9fnz

https://t.co/DDRo4pP8O3

All identical. Many more links on net

Clearly co PR or cartel planting this misleading narrative on massive scale thru media/twitterati

Beware

#ccd

How did the debt come down :

1) sale of stake held by co in Mindtree to LnT for ~ 2700 cr. This was actually done when VGS was still alive. just months b4 his unfortunate death

2) sale of real estate asset global village tech park to blackstone for approx EV 2000 - 2500 cr

3) CDE lost controlling stake in its subsidiary Sical Logistics as lenders invoked collateral shares. SCL had debt of 1500 cr which used 2 add 2 CDE consolidated debt

But no control = SL no longer subsidiary = it's debt can't show in consol debt of CDE. Just an accounting thing

So as you can see, most debt reduction has come from selliing prime non core assets. Not operating cash flows!

And another 1500 cr debt disappeared from book because they lost control of a subsidiary due to defauls

Malavika Hegde is in a tough spot and may be fighting hard to save CDE. There still are some other non core assets which can b sold to pay dues. But overall the CCD biz is struggling - unlike what the current narratives being planted by someone are saying
PUMP DUMP
Dr. Vijay
Dr. Vijay
@Health_Z_Wealth
Why is Tasty bite at 90 PE with 15% sales growth and 20-22% ROCE.

Why not at 20-30 PE?
VALUATION , PUMP DUMP

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My dad led an organization of over 300,000 employees.

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Remember you're leading all the employees under you, but you're not *managing* them all. You're managing your direct reports, which should be 5-7 individuals max. Focus on them.

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@ms89_meet
Strong Monopolies:

IRCTC 100% Market share in Rail Network.

IEX >90% market share in power trading.

Zydus wellness >90% market share in sugar free product.

Eicher motors >85% market share in 250cc bikes category.

MCX >85% market share in commodity trading.

Coal India >80% market share in coal production in India.

ITC >75% market share in cigarettes.

Honda Siel >75% in portable power generators.

Hindustan Zinc >75% market share in primary zinc industry.

Asahi India Glass >70% market share in automotive glass.

NRB Bearings >70% market share in needle roller bearings.

Pidilite >65% market share in adhesives.

CAMS >65% market share in RTA within mutual fund industry.

Time Technoplast >65% market share in polymer based industrial packaging.

Concor >65% market share in domestic container cargo transport.

Exide >60% market share in lead batteries.

Naukri >60% market share in the Indian job market space.

Praj >60% market share in ethanol plant installing.

Indiamart Intermesh >55% market share in the online B2B Classified space.

Borosil Renewables >55% market share in Lab glass.

Vst Tillers >50% market share in
Power tillers.

Delta corp >50% in online poker games.

Vinati Organics >50% market share in IBB.
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Vibhu Vashisth
Vibhu Vashisth
@VIBHU_Tweet
THE LESSER KNOWN MAHARANA OF MEWAR:RANA KUMBHA
Kumbalgarh Fort is one of most spectacular sites of India,atop a hill abt 3600ft above sea lvl in the https://t.co/LkjmzzBhE2's second largest wall is surrounding it.A fort wall second only to Great wall of China,still not so famous.


This longest wall of India stretches to almost 36Km and encompasses a few hills, many step wells and over 360 temples and palaces. Birth place of the Great Maharana Pratap, this fort is named after another Great Maharana of Mewar, who is not given his due in the History.


Builder of many architectural marvels like the Kumbhalgarh Fort, an erudite scholar, a patron of arts, music, culture & a great warrior was the Great Maharana Kumbha. Yet we don't know much about him. Let's get to know him a little.


Maharana Kumbha was the undefeated King of Mewar from 1433-1468CE.He never lost any battles &kept Mewar out of the reach of Islamic Invaders till the time he was alive. Born on Makar Sakranti to Maharana Mokal & Saubhagya Devi, Rana Kumbha was only 13 when he ascended the throne.


His father was killed by his own relatives in a political conspiracy. He was a powerful King about 8ft tall &charismatic personality,a hardcore Hindu Rajput who could shed his life for Hindu honour without thinking twice.He was an ardent skillful warrior who never lost a battle.
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(っ◔◡◔)っ 💙 𝑀𝒶rymo Belfa...
@MarymoBelfast
THREAD PART 1.

On Sunday 21st June, 14 year old Noah Donohoe left his home to meet his friends at Cave Hill Belfast to study for school. #RememberMyNoah💙


He was on his black Apollo mountain bike, fully dressed, wearing a helmet and carrying a backpack containing his laptop and 2 books with his name on them. He also had his mobile phone with him.

On the 27th of June. Noah's naked body was sadly discovered 950m inside a storm drain, between access points. This storm drain was accessible through an area completely unfamiliar to him, behind houses at Northwood Road. https://t.co/bpz3Rmc0wq


"Noah's body was found by specially trained police officers between two drain access points within a section of the tunnel running under the Translink access road," said Mr McCrisken."

Noah's bike was also found near a house, behind a car, in the same area. It had been there for more than 24 hours before a member of public who lived in the street said she read reports of a missing child and checked the bike and phoned the police.
CRIME
Arif Hasan\U0001f1ee\U0001f1f3
Arif Hasan🇮🇳...
@arifhasan18
5 star RSI Strategy by @VishalMalkan

Unconventional approach of 60-40 RSI and range shift concept.

According to him,
whenever the market is bearish,
it won’t be able to cross 60,
and whenever in a bullish trend,
it won’t be able to cross 40.

Like & Retweet for Maximum Reach.

So, instead of the 70-30 Relative Strength Index,
we will use the 60-40 range for the RSI indicator for this strategy.

When the
Monthly and Weekly RSI>60,
& when the RSI takes support at 40 in the daily chart,
it may bounce back and most probably it will not go below 40.

If a bullish candle is formed at the 40 RSI level,
the prices may bounce back, and one can enter the stock.

The stoploss can be placed at the low of that bullish candlestick,
and the target can be the 60 RSI level.

When the
Monthly and Weekly RSI<40,
& when the RSI takes resistance at 60 in the daily chart,
it may bounce back and most probably it will not go above 60

If a bearish candle is formed at the 60 RSI level,
the prices may bounce back from there, & 1 can enter the stock 4 shorting

The stoploss can be placed at the high of that bearish candlestick, and the target can be the 40 RSI levels.

#banknifty

This range shift concept can be applied in any timeframe,
whether intraday, daily,weekly, etc.
ALL