🧵 on major stocks with institution buying and strong price action.

List created by using combo scans of @mystockedge

WHO ARE VALAKHILYAS?

Valakhilyas are 60000 Rishis who are thumb-sized. They were born to Kratu and Kriya. Rig Veda says that they sprang from the hairs of Brahma.
They move in front of Surya dev’s chariot as Sun moves daily and
shine like brilliant lights due to severe tapasya.

Tamil literature says that the main task of Valakhilyas is to prevent human beings from being scorched. They absorb the excess heat from the sun by travelling in front of him. They, in turn, get energy from Skanda and Ma Durga. The food of Valakhilyas is only wind.
@SriRamya21

Once, Rishi Kashyap performed a yagna and invited all the Devas and Rishis to help him. Indra brought a whole mountain of trees for firewood. The Valakhilyas were hardly able to lift anything but leaves. Even when they were moving leaves, they fell into rain water puddles.

Indra made fun of them. So they cursed Indra saying that his slayer would be born as the son of Kashyapa. When Indra apologized, they modified the curse that the son shall be initially an enemy of Indra, but later will become his friend.

This son born later to Kashyapa was Garuda. He flew to Indraloka to get Amrita and defeated Indra.
Later, he restored amrit vessel to Indra and was honoured as the King of birds and as the mount of Sri Vishnu.
@JumbuTweeple @artist_rama

👇Thread.

Published a new essay: The red flags and magic numbers that investors look for in your startup’s metrics – 80 slide deck included!

This was a deck that I created on my (longish) interview process with @a16z. It was a long path, starting with meeting folks at the firm 10 years ago. But the purpose of the deck was to explain how I would use my superpower in an investing context

Here's what I explain in the deck. As investors (whether angel or VC) we're often confronted with an up-and-to-the-right graph. Is it going to go up? Or down?

One solution to forecast these growth curves is the Growth Accounting Framework, where you add up New+Reactivated and subtract churned users. In each time period that gives you the difference in monthly actives.

The problem with this is that it's a lagging metric, not a leading one. We need to go one level deeper and look at the underlying loops that drive these numbers, to understand the quality.

NARHARI AND BHAGWAN PANDURANG/VITTHAL

Once a goldsmith by the name of Narhari lived in Pandharpur. He excelled in his craft. He had vowed not to look at Pandurang or visit his mandir ever, as he was a Shiva Bhakt.
One day, a wealthy merchant visited him.

He wanted a gold girdle studded with precious gems, to be made for Prabhu Vitthal. Narhari refused to make it as it was for Vitthal.
After many requests, he agreed to make the girdle but asked the merchant to bring the measurement from the mandir as he himself would not go there

The measurement was given n he made the girdle. When the girdle was put on Vitthal, it was loose. Narhari had to shorten it. Now the girdle became tight. So Narhari was forced to take measurement on his own. He had to go to the mandir but went blindfolded to avoid seeing Vitthal

In the Mandir, when blindfolded Narhari touched Vitthal, he felt as if he was touching Shiva with matted hair, the moon, snake in His neck and Trishul in His hand. Ecstatic with joy, he removed the blindfold to see Shiva but he found the murti of Vitthal with Rukmini there.

He realised the truth that there was no difference between Vitthal and Shiva. Narhari at once fell at the feet of Panduranga. He then took the measurement of the waist of Vitthal and this time the ornament fit the Murti perfectly.

Narayan Hari🙏🏻