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More from Intrinsic Compounding

Out of 17 stocks that I own, I am allowed to go wrong in 2-3 of them. Not going wrong shows that you are not taking enough risks or operating on the edge. Learning from mistakes is the number 1 way to improve as an investor. An excerpt from the annual letter :)

Intrinsic Compounding
@soicfinance

Forget the Quant&Algos who entered last week and drove the volumes. For a long-term investor, today's concall was music to the ears. Effectively the intrinsic value expands as we take pains in the short term to grow even better in the long run🐶🐕🎵

Sequent 2.0+ by 2025 🎥🎥

Intrinsic Compounding
@soicfinance

Commandments of Investing Success!

Some of the key principles of investing that have helped me in my journey.

Retweet for Max reach!

🧵🧵🧵🧵🧵🧵🧵🧵

Commandment 1

Investing is a game of probabilities and not a game of possibilities. First thing that is the most important is to adapt your investing philosophy to your own circumstances. Eg:- if you are able to give less time to research then it is foolish to buy

concentrated positions or companies that are just emerging with a higher allocation.

Commandment 2

This is the one where I have been burnt in the past. Hopefully I have learnt my lesson, always pencil in conservative growth estimates. Let the business beat your low

expectations and then take a victory lap. At the end you are here to compound your capital and not look like a hero.

Commandment 3

Have both concentration and diversification work for you. Make a portfolio of 12-20 stocks. Look for different themes. Concentrate in your top

Positions (10-11 stocks) and the other stocks should be like football players who are warming the bench and willing to play as soon as they get on to the pitch to replace any stock (one) who is injured or cannot continue to play.

Intrinsic Compounding
@soicfinance

Deepak Nitrite|The Upcoming Stalwart of the Chemical Industry?

Let's read the story of the business and an updated view on the valuations of the business today!

First ever blog by @sidnautiyal07 , do let us know the feedback in the comment section!

🔗:https://t.co/yXU8qQFMLc

Intrinsic Compounding
@soicfinance

The Basics of a Balance Sheet explained from scratch 🧮➕➖➗

In this thread we will talk about -

1. What is Balance Sheet
2. How Balance Sheet is made?
3. Each line items of Balance Sheet
4. Why it is important

Retweet for max reach!

What is a Balance Sheet:

The balance sheet displays the company’s total assets and how the assets are financed, either through debt or equity. It gives an idea of the financial health of an organization. It is like a snapshot of the financial position at a specified time.

Balance sheet consists of 3 components:
1⃣Assets
2⃣Equity
3⃣Liabilities

The balance sheet is based on the fundamental equation: Assets = Equity + Liabilities.

This is also the golden rule of Finance!

Now let’s dig into each line item on the Balance sheet and understand why the Balance sheet always tallies.

Let’s see how actual balance sheet looks like:

The first part of the BS is Assets.

Assets are those resources or things which the company owns. They can be divided into current as well as non-current assets or long term assets.

Non-current assets: Assets which cannot be easily converted to cash. Like buildings, machinery.

More from Sugar

Ashwini Damani
@ashwinidamani

Well it's happening...

Someone who usually buys after I suggest, msgd me and said...
"U should read Renuka Sugar"

U don't know - Modi ji changing Ethanol Rules...

When I argued..immediate response was to send some watsapp msg & a reply "I bought Balrampur also sometime back"

Just to add : I have no views on sugar stocks.. I don't understand if Sugar stocks are overvalued or undervalued..

Sahil Kapoor
@SahilKapoor

Ethanol blending as a concept has roots in 1826. In 1876 a more evolved use began. Nicolaus Otto, the inventor of the modern 4-cycle IC engine, used ethanol to power an early engine

Modern industry has its root in crony capitalism of 1960-70s in US

It's still a sunrise sector🙄

Pritesh Patel
@Pritesh7994

Balrampur Chini Mills is betting big on distillery capacities. Company is setting up a 3,20,000 liters per day capacity, which will be start in December 2022.

$Prasad Wakchaure, PhD \U0001f1ee\U0001f1f3 \U0001f1f8\U0001f1ea$

Prasad Wakchaure, PhD ...
@PrasadWakchaure

As per Niti Ayog report and planning

1500 Cr liter ethanol x Rs 60 = 90000 Cr revenue expectation per year.

Still they say it's a noise!

Sweet sugar. Many still hate commodities. Lesson: never be rigid in investment. https://t.co/lSr2CpeMMn
— Varinder Bansal \U0001f1ee\U0001f1f3 (@varinder_bansal) June 28, 2021

Sajal Kapoor
@unseenvalue

Monishaaa, ‘Bio-refineries’ bolo beta…
This ‘Sugar Mills’ is just too middle class!

The UN just voted to condemn Israel 9 times, and the rest of the world 0.

View the resolutions and voting results here:

The resolution titled "The occupied Syrian Golan," which condemns Israel for "repressive measures" against Syrian citizens in the Golan Heights, was adopted by a vote of 151 - 2 - 14.

Israel and the U.S. voted 'No' https://t.co/HoO7oz0dwr

The resolution titled "Israeli practices affecting the human rights of the Palestinian people..." was adopted by a vote of 153 - 6 - 9.

Australia, Canada, Israel, Marshall Islands, Micronesia, and the U.S. voted 'No' https://t.co/1Ntpi7Vqab

The resolution titled "Israeli settlements in the Occupied Palestinian Territory, including East Jerusalem, and the occupied Syrian Golan" was adopted by a vote of 153 – 5 – 10.

Canada, Israel, Marshall Islands, Micronesia, and the U.S. voted 'No'
https://t.co/REumYgyRuF

The resolution titled "Applicability of the Geneva Convention... to the
Occupied Palestinian Territory..." was adopted by a vote of 154 - 5 - 8.

Canada, Israel, Marshall Islands, Micronesia, and the U.S. voted 'No'
https://t.co/xDAeS9K1kW

Patrick McKenzie
@patio11

So the cryptocurrency industry has basically two products, one which is relatively benign and doesn't have product market fit, and one which is malignant and does. The industry has a weird superposition of understanding this fact and (strategically?) not understanding it.

If everyone was holding bitcoin on the old x86 in their parents basement, we would be finding a price bottom. The problem is the risk is all pooled at a few brokerages and a network of rotten exchanges with counter party risk that makes AIG circa 2008 look like a good credit.
— Greg Wester (@gwestr) November 25, 2018

The benign product is sovereign programmable money, which is historically a niche interest of folks with a relatively clustered set of beliefs about the state, the literary merit of Snow Crash, and the utility of gold to the modern economy.

This product has narrow appeal and, accordingly, is worth about as much as everything else on a 486 sitting in someone's basement is worth.

The other product is investment scams, which have approximately the best product market fit of anything produced by humans. In no age, in no country, in no city, at no level of sophistication do people consistently say "Actually I would prefer not to get money for nothing."

This product needs the exchanges like they need oxygen, because the value of it is directly tied to having payment rails to move real currency into the ecosystem and some jurisdictional and regulatory legerdemain to stay one step ahead of the banhammer.