BC TRADING

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Kalani Scarrott
@ScarrottKalani 5 years, 7 months ago 675 views

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A thread of my favourite investing compilations, resources and rabbitholes I like to dive into:

The goat of compilations @kgao1412 https://t.co/Wp5AeyNFTB

Clark Square Capital (@ClarkSquareCap) has a great site of speeches, interview, books and other resources https://t.co/r4mEk74QsR

Highly underrated is @choctopcap's neocities site https://t.co/j7k0Ng7dkV

My good mate Erick Mokaya (@ekmokaya) has a great @mjmauboussin resource list https://t.co/9Mi6gJdhV9

Austin Value Capital (@AustinValue) with number of compilations on great investors https://t.co/B37AYJe6mq

@10kdiver has a super valuable compilation of their Twitter thread breakdowns https://t.co/ymN7H7IaZV

Brett Bivens (@brettbivens) and his "Rise of Company X" Notion which has some great business case studies https://t.co/S0TrhfSPb2

May as well give a plug to myself, but don't just take my word for it ;) https://t.co/yWacSyNo9H https://t.co/nYiEWfGUJZ

Huge resource on a number of high profile investors from @absolut_brian https://t.co/Z9AkI6m6bN

Kris (@KrisAbdelmessih) has an awesome range of curated resources https://t.co/O4Xo3RXRs3

Brandon Beylo's (@marketplunger1) resource list covers books, podcasts and YouTube https://t.co/r6vP3MbVra

Sean DeLaney (@SeanDeLaney23) has an awesome resource on talks + others https://t.co/NQxgCxQKCg

Phil Ordway's (@pcordway) Good Reading monthly newsletter is an awesome rabbithole to go down https://t.co/ipOPjbfGh5

MOI Global (@manualofideas) has an unreal amount of amazing content under their 'Insights' tab. https://t.co/SDBoGRypGE

More from Trading

$Fabiana Cecin \U0001f3f4 \U0001f339$

Fabiana Cecin 🏴 🌹...
@fabianacecin

I'm having difficulty seeing the need for any other currency in the world other than G$.

If it works, and it is decentralized, then why would we need more than one global-reach currency?

If it does the job perfectly, then why do we need another?

I don't mean there won't be others. What I mean is that maybe Crypto UBI will be like the existing non-democratic crypto market ranking. There will be a first-place market cap amount, and exponential decay to the #2, #3, #4, etc.

This is in contrast to the simplistic view where we assume there will be X systems and they all have more or less the same abstract Y market cap or reach, and they all add up to an integrated system with X*Y market cap.

All you have to do is design the controls the way they want to be designed. If you don't introduce some unneeded damage in it, then there won't be the need to come up with another system that fixes the damage and actually does complete "the system" that we will use.

E.g. Bitcoin would have worked, except it introduced the damage that is Proof-of-Work, which means it is unusable and will be replaced by Ethereum, which will use PoS, thus fixing the damage.

Christian Reshoeft
@reshoftc

(Thread) Why do I own individual stocks?

Thesis:

1. The digitalization of our world is 10% complete.
2. This megatrend will continue for at least another decade.
3. If you enjoy spending your free time on individual stocks, then the potential for outsized returns is possible.

What is my approach?

There are two parts to my portfolio.

- 40% in Vanguard All-World ETF. This is on autopilot w/ regular contributions.
- 60% in what I consider to be high growth stocks

I keep a balance by adding cash. No shuffling around unless it gets too out of whack.

The latter is the interesting part.

I invest in companies that can

1. successfully disrupt an industry with new business models $TTD $SQ $PTON $TDOC

2. further enable the digital transformation with their services and infrastructure $ZS $HUBS $TWLO $CRWD

I intend to hold my shares indefinitely and allow my investments to compound over time.

I don’t believe that it is possible to time the market. Markets go up and down. I hold on knowing that quality businesses tend to bounce back.

The list of reasons to sell is always long.

If you have full conviction in your holdings, then no single piece of “infotainment” should make you change your mind.

Ignore it + people who make predictions about the economy.

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LearnLifeWealthTravel ...
@AnyBodyCanFly

Model Portfolio 3

Time Horizon 3 years or earlier ~ Depends on if the stock performs significantly well in faster time. Review of business performance important every quarter.

This portfolio is suitable for aggressive investors who believe in risk taking and look for growth

Name %allocation

~ Laurus Labs 15%
~ Balaji Amines 15%
~ Deepak Nitrite 15%
~ Kopran 10%
~ Pokarna 10%
~ Eveready 10%
~ Dynpro 10%
~ Manorama 5%
~ Adani Enterprises 5%
~ SHIL 5%

~ Laurus Labs
~ Kopran

My top two picks in pharma sector are Laurus Lab and Kopran.

These have good earnings predictability, growth visibility & significant undervaluation. Growing from small to medium and to big.

Earnings can grow and valuations multiple can grow accordingly.

~ Balaji Amines
~ Deepak Nitrite
~ Dynpro

These three are my top picks in Chemicals.

These have good earnings predictability, growth visibility & significant undervaluation. Growing from small to medium and to big.

Earnings can grow and valuations multiple can grow accordingly

~ Pokarna
~ Eveready
~ SHIL

These three are my top picks in Home Consumption.

These have good earnings predictability, growth visibility & significant undervaluation. Growing from small to medium and to big.

Earnings can grow and valuations multiple can grow accordingly.

Kirtan A Shah
@KirtanShahCFP

Learn about the STEEL SECTOR in this thread

The demand for steel is generally only 1.2 times the GDP & there is no significant growth in our GDP but still the sector has rallied relentlessly, lets try & understand

Do ‘re-tweet’ & help us educate more investors (1/22)
#Investing

The metal sector is broadly divided into 2,
-Ferrous is a category of metal that has Iron in it, Steel as an example
-Non-Ferrous is a metal, which does not have Iron content, Aluminum, copper, lead, nickel, Zinc etc.
This thread focuses on Ferrous & hence Steel (2/22)

To start, lets understand with how steel is made (its important).
Iron ore is mined, it is then first converted to Iron & Iron is then converted to Steel. There are 3 processes of making steel
-Blast Furnace
-Scrap Metal
-DRIP/Sponge
We will discuss all three (3/22)

Nikita Poojary
@niki_poojary

Thread: Free Options Trading Course for Beginners with small capital.

Reference: Option trading marathon series, part 1 from Mr. Subasish Pani ft. @PushkarRThakur

Collaborated with @AdityaTodmal

1/ Trading journey of Mr. Pani

• He has an experience of 7 years.

• He has made a profit of Rs. 20 cr. over these years with a capital of Rs. 2 cr.

• However, it's not easy to make such profits.

• More difficult, is to retain those profits and build more on it.

2/ How he ventured to options selling

• He started with futures and option buying however after a certain point when his capital grew, he faced scalability issues and hence he resorted to options selling.

3/ Investing becomes imp once the capital grows:

• Since his trading profits have grown well, he has started investing (investing is always for LT).

• For folks who dnt have much info regarding investing can simply buy Nifty 50 stocks & keep rebalancing as Nifty 50 does.

4/ Covered calls strategy for the portfolio:

• Pledge the portfolio and receive margin ~80% which he would then use to sell OTM CEs of the stocks which are in his portfolio.

• This helps in generating fixed income from the portfolio.

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Maurice Casey
@MauriceJCasey

I am reading through reams of late-1920s communist poetry and easily my favourite title so far is: "To a Lady who Rejected a Poem about Spring as a Petit-Bourgeois Deviation"

The last lines:
"So here's my hat into the air,
Three cheers for your amazing hair,
For coal mines, and for turbines, too,
For steel, the Comintern and you!"

A not exactly graceful (though possibly satirical) title: "Lines Disassociating Myself from Yessenin and Supporting the Otherwise Unfounded Legend that I am a Foremost Proletarian Writer"

An excerpt:
"Goodbye verses of Yessenin
Goodbye literary slop-
You are not the line of Lenin
You are not the line of WAPP

Never shall I moan a
simple lyric from the heart
I'll devote my new corona
to the proletarian art"

The poet was Joseph Freeman, who published much of his revolutionary verse in the New Masses, a stylish journal of the interwar American literary Left.

Vibhu Vashisth
@VIBHU_Tweet

महाभारत की कहानी कौन नहीं जानता।लेकिन क्या आपको पता है कि महाभारत के ज्यादातर पात्र किसी न किसी श्राप में फंसे थे।अगर ये श्राप न होते तो कदाचित महाभारत की कहानी कुछ और होती।हिन्दु पौराणिक ग्रंथों में विभिन्न श्रापों का वर्णन मिलता है व हर श्राप के पीछे कोई कहानी अवश्य होती है।

आइए आज जानते हैं महाभारत कथा में वर्णित कुछ श्रापों के बारे में।

1) राजा पाण्डु को ऋषि किन्दम का श्राप

एकबार महाराज पाण्डु शिकार खेलने वन गए।झाडियों के पीछे कुछ हिल रहा था। मृग है सोचकर राजा ने बाण चलाया जो जाकर ऋषि किन्दम और उनकी पत्नी को लगा।वे दोनो रति-क्रीड़ा में लिप्त थे।

जब राजा ने उन्हें देखा तो बहुत दुखी हुए कि ये मुझसे क्या पाप हो गया।बहुत क्षमा याचना के बाद भी किन्दम ऋषि ने पाण्डु को श्राप दे दिया कि जब भी वो किसी स्त्री को काम भावना से स्पर्श करेंगे उसी क्षण उनकी मृत्यु हो जाएगी।पश्चाताप करने, वे सिंहासन पे अन्धे राजा धृतराष्ट्र को बैठाकर...

..स्वयं अपनी रानियों कुंती व माद्री के साथ वन चले गए।पांडवों का जन्म भी कुंती को ऋषि दुर्वासा द्वारा दिए गए मंत्र से हुआ था जिसमे किसी भी देव का स्मरण कर उस देव से कुंती,पुत्र प्राप्त कर सकती थी।एक बार माद्री पे मोहित हो जब पांडु ने उसे स्पर्श किया,उसी क्षण पांडु की मृत्यु होगयी।

2) उर्वशी का अर्जुन को श्राप

महाभारत युद्ध से पहले जब अर्जुन दिव्यास्त्र प्राप्त करने स्वर्ग गए तो वहां उर्वशी नाम की अप्सरा उन पर मोहित हो गयी। अर्जुन ने जब उन्हें अपनी माता के समान बताया तो यह सुनकर उर्वशी क्रोधित हो गयी और अर्जुन को श्राप दे डाला कि तुम नपुंसक की भांति...

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SK
@sk_diary1

Andhakasuravadha Samharamurti -#story #Thread
Sculpture of Bhagwan Shiva as the destroyer of the Asura Andhaka - Cave 29,Ellora caves

Asura Andhaka hangs on to a trishula held by 6-armed Shiva.

Once Parvathi & Shiva were relaxing in the pleasant gardens of Mount Mandhara.

Bhagwan Shiva sat down there to enjoy the happiness.Parvati closed the eyes of Shiva playfully & darkness covered the whole universe.Parvati was perplexed & her palms were wet with perspiration.A few drops of her sweat mixed with sweat from Shiva’s body& fell to the ground.

From this sweat,a fierce creature was born,it started to roar.Child was born blind as Shiva's eyes were closed so was named as Andaka.Andha means darkness&also ignorance.Around the same time Asura Hiranyaksha was performing rigorous tapas Shiva for a boon of powerful son.

Bhagwan Shiva was pleased by tapas of Hiranyaksha & blessed him with darshan.Hiranyaksha asked for a powerful son,Shiva told him that he cannot have his own son,but can adopt a blind child who would become very powerful later.Shiva gave child Andaka to Hiranyaksha.

Hiranyaksha returned to his kingdom with Andaka.Later after the vadh of Hiranyaksha, Andaka is said to have lived with his cousins.He was ridiculed,so dejected Andaka went to forest.He did severe tapas for over many years towards Brahma Dev. Brahma dev appeared before him.

Anshul Pandey
@Anshulspiritual

SHAKTA DHARMA AND THEIR ACHARYAS

Śhākta or Shakti or Devi pooja is not a new upasana. It is being carried out right from the time of Vedic period. Puran's tell us that Rishi Vashishth would worship Tara devi. Parshuram ji worshipped Tripura devi,

Agastya learned the secrets of Shri Vidya from Vishnu ji in Hayagriva avtaar. Bhagwan Ram, Laxman and Krishna too learned the tantrik vidya. Even Rig Ved 7.103.5 Sayan Bhasya also mentions about Śhākta/शाक्त(शाक्तस्येव शक्तिमतः).

Then we find that in the Harrappan excavations many figurines depicting Shakti were found. So in that age too, which was supposedly an urban city shakti was being worshipped. So naturally this tradition would be prevalent in rural areas too.

It is wrong to say that shakti puja originated from Bengal although it was popular there. Matsyendranath received this vidya from Maheshwari herself in Kamrup. We know that Shakti pooja is practised all over India.

Not much is known about the Śhākta saints in other parts of India in the middle ages.

Adi Shankaracharya wrote Pramanech saar named book on tantra and Anand lahri book on Devi strotras. Then there were Acharya Shankar, Bhaskar Rai, Laxman, Deshikendra, Raghav Bhatt, Krishnand,

:Billy-Don :I-AM
@ValiantThor12

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