BC TRADING
Saved by @jay_millerjay

💥WHY I HAVE OVER $1 MILLION IN $TSLA STOCK💥

Tesla's price may seem out of whack today. The P/E Ratio is insane, right?

But Amazon had similar P/E ratios back in 2014 and 3X higher in 2012. Look at where $AMZN is today.

(1/25)

 $TSLA is my #1 stock because I am looking 5+ years out from today and basing my investment on that. Many people aren't doing that. Many people are looking at current or trailing earnings and comparing them to other vehicle makers.

(2/25)
And yes, I do fully expect there to be some major price pullback -- maybe even a short 30 to 50% drop in $TSLA price at some point, but over the long run, I think it goes way up.

(3/25)
That said, I also believe many Gen Z (and soon, Gen Alpha) will not care about old-school fundamentals and will be investing in companies that fit their beliefs, regardless of the stock price. That aside, let me focus on why I like it...

(4/25)
Here's what I see 5 years from now, in the year 2026:

Level 5 FSD (Full self-driving) #Tesla at way safer levels than humans (5X, 10x SAFER?) I'll buy these for my elderly parents. You'll essentially be able to sleep in your car while it drives you to your destination.

(5/25)
Massive Robo Taxi Network - Unless #Uber and #Lyft partner with #Tesla, I think they'll get squashed here.

I did a poll, and assuming autonomous driving data shows it's safer, most people said they'd prefer to hail a driverless car vs a human-driven car like Uber.

(6/25)
Semi-truck fleets - An #autonomous semi-truck can work 24 hours per day minus the charging time (while it loads and unloads).

It doesn't get paid overtime, doesn't need breaks, doesn't get sick, doesn't get Holidays, doesn't get road rage, and makes essentially...

(7/25)
...no mistakes on the road. Normal trucking fleets with human drivers just won't be able to compete on a cost basis.

Long-haul truck drivers are going the way of the coal miner.

(8/25)
Batteries - #Tesla is investing heavily in battery manufacturing. They know a shortage is coming, and they'll likely be in a position to not only make all the batteries they need by 2026, but to become a major manufacturer of batteries for other companies, just like...

(9/25)
...Panasonic & others do today. I'm confident if the tech shifts to solid-state batteries (or something else) that #Musk will pivot to dominate that space as well. Acquiring a company like $QS might be an option?

(10/25)
Power distribution - the cost of electricity varies, sometimes massively, based on when you're using it.

During peak hours, you get charged more. At 3 am, it's probably cheap. Your #Tesla will likely become its own power center, charging itself when the...

(11/25)
...price is cheapest, and feeding it back into your power grid/home (as needed) during peak/expensive times. Your car saves you money.

#Tesla also makes a #powerwall to do this, and the price of these units will fall as efficiency goes up.

(12/25)
Licensing - Other manufacturers will throw in the towel & decide it's better to just license the FSD tech from #Tesla than to try to catch up.

Especially if the data shows the #TESLA OS for FSD is way safer than other OS's, and way, wayyyy safer than human drivers.

(13/25)
No other FSD company today is even close to #Tesla on how many roads and miles have been traveled, with data on it all. If you're letting a car drive you around, you want the best OS for yourself, your kids, and your family.

(14/25)
The Tesla OS could become something like #Android for your phone. With this, #Tesla now reaches a large percentage of new EV's in the world, from many manufacturers, and has a steady and massive recurring licensing play.

(15/25)
#SaaS - This will be a HUGE revenue generator for #Tesla as they start reaching 10's of millions of cars on the road, & hundreds of millions of cars if the licensing play for their OS takes off.

People will pay monthly to have FSD or unique features activated.

(16/25)
People will want internet in their #TESLA and will pay a monthly fee for this (#Starlink).

Tesla will generate revenue through partnerships for gaming, media content, GPS, etc.

(17/25)
Solar - This will play a big part in disrupting the energy sector. In 10+yrs, I see a world where people generate power & sell to the market themselves.

While not technically #Tesla, I see it helping massively with the supercharging network Tesla continues to grow.

(18/25)
Boring Tunnels - let's face it, we hate traffic, whether we or the car is self-driving.

#Elon owns the boring company, which is starting to create underground high-speed transit.

Just a feeling, but I imagine that once cars are allowed, it will likely only ...

(19/25)
... allow #Tesla OS vehicles in, as they self-pilot into position (like Amazon robots in the warehouses.)

This will benefit the $TSLA robo-taxi fleet as well, allowing MUCH faster travel during congested times.

This one is definitely a long-term play (10+ years.)

(20/25)
#LUCID vs #TESLA - Big fan of Lucid, but they are years behind #Tesla & I see them somewhat competing on the car sales & power distribution portion of points I made, & on a very limited scale.

Their valuation has to be different than Telsa's because of this.

(21/25)
#RIVIAN vs TESLA - Rivian has big investors, but I see Elon out-spending & engineering Rivian to ensure his cyber truck does everything better.

Tesla moves fast. Rivian was founded 3 yrs before the Model S. 12 yrs later, Rivian still doesn't have a production vehicle.

(22/25)
#ElonMusk just has too much of a headstart and too many miles of data being accumulated which helps his AI/ML software to get even better, faster. He has SpaceX tech that will improve his vehicles (StarLink being the first).

(23/25)
Price/Performance - #Tesla is rolling out sub $30K cars that destroy the competition in terms of performance.

Market penetration to be massive in the next 5 years.

(24/25)
This #Tesla thread is getting pretty long, but those are just some of the reasons why I am bullish on $TSLA.

So yeah, I'm super bullish on a company that I think fundamentally disrupts industries on so many levels.

(25/25)
(26/25) 🥴
BTW, this is in no way due diligence. Just my thoughts outside of the technical/financial diligence one might do.

And much like Amazon has done from starting out and being valued as an online book store, I think Tesla will break out into various massive markets too.

More from Trading

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How position sizing can affect your trading performance-

Assuming that you are trading a Trend-following system with Big RR and low win-rate.

For example, assume that you risk one percent per trade on a 100,000 account
and you have 20 straight losses.

That one percent is of your remaining equity and at the end of 20 losses, you would be down to 81,790.60.

Now if you got a 30R winner and you are risking one percent of your balance of 81,790.60, your new equity would be 106,327.9,


You’ve had 20 losses and one winner though you are still up 10Rplus your equity is up by 6.3R percent.

Now, let’s say you risk five percent per trade on your balance. At the end of 20 straight losses, you would be down to 35,772.89 or down 64 percent.


If you risk five percent on this amount and get a 30R winner, you would be up to 89,621.48. You are up 10R, but because of your position sizing, your equity is still down over 10 percent.

#positionsizing
#Trading
#nifty50

This is why position sizing is the most important factor in trading if you get it right and you have an edge, you will do good.

Thanks for reading till here.
@AnandableAnand @jitendrajain @quatltd @sohamtweet
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Trader knight
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@Traderknight007
THE TRADER'S EDGE: THINKING IN PROBABILITIES

Casinos make consistent profits day after day and year after year, doing something random

At the same time, most traders believe that the outcome of the market's behavior is not random,yet can't produce consistent profits

Thread 🧵


What casino owners ,professional traders know is that probable outcomes can also produce consistent results if you " Have an edge" and trade on a large enough sample size.

The best traders treat trading like a numbers game.

1. To illustrate, let's look at the game of blackjack-


In blackjack, the casinos have approximately a 4.5-percent edge over the player.

This means that casinos will make profit over a large enough sample size, even after several winning streaks and big profits of many players.

At the end of the day, week, month, or year, the casino always ends up with approximately 4.5 percent of the total amount wagered.

That 4.5 percent might not sound like a lot, but let's put it in perspective.

Suppose a total of $100 million dollars is wagered collectively at all of a casino's blackjack tables over the course of a year. The casino will net $4.5 million.

What casino owners and pro traders understand about the nature of probabilities is that each individual hand played
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Gene Kim
@RealGeneKim
Many of you have seen the famous Westrum Organizational Typology model, so prominently featured in State of DevOps Research, Accelerate, DevOps Handbook, etc.

This model was created Dr. Ron Westrum, a widely-cited sociologist who studied the impact of culture on safety


Thanks to Dr. @nicolefv, I was able to interview him for an upcoming episode of the Idealcast! 🤯

It was a very heady experience, and while preparing to interview him, I was startled to discover how much work he's done in healthcare, aviation, spaceflight, but also innovation.

I've read 4+ of his papers, so I thought I was familiar with his work. (Here's one paper: https://t.co/7X00O67VgS)

I was startled to learn he has also studied in depth what enables innovation. He wrote a wonderful book "Sidewinder: Creative Missile Development at China Lake"


Dr. Westrum writes about China Lake Research Labs: "its design and structure had one purpose: to foster technical creativity. It did; China Lake operated far outside the normal envelope... Sidewinder & others were "impossible" accomplishments,

I love this book because it describes traits of organizations that routinely create and maintain greatness: US space program (Mercury, Gemini, Apollo), US Naval Reactors, Toyota, Team of Teams, Tesla, the tech giants (Amazon, Google, Netflix, Google)
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Aditya Todmal
Aditya Todmal
@AdityaTodmal
How to save tax when income is above 50 lakhs?

Here are 9 benefits of trading in a corporate account: 🧵

Collaborated with @niki_poojary

1. Make a Pvt Ltd Company.

Form a company with family members and trade under it. The family members should be directors of the company. Will explain why later.

Why form a company?
You will only need to pay 25% flat tax. Individuals have to pay 30% tax above 10 lakh profits.

2. Surcharge Benefits:

You will be charged a lower surcharge in a corporate account.

Check the picture below:


Total Tax Outlay:

The total tax outlay for individuals is 30% plus surcharge. If you really earn a lot (10 cr +) then you will be paying 42% tax.

Whereas in a company you'll be paying a maximum of 28% tax.

This is how rich people save a lot of their money by paying low taxes.

3. Expenses can be deducted.

All expenses can be deducted from a company account.

Companies:
1. First make a profit.
2. then deduct the expenses
3. & Pay tax on the remaining income

Individuals:
1. First Profit
2. Then Pay tax
3. Expenses with whatever is left.
ALL , TRADING , TAXES RATTIBHA
Investment Books
Investment Books
@InvestmentBook1
Knowledge sharing initiative Book 4: "The interpretation of financial statements" by Benjamin Graham.

This book was published around 1937 by investing legend Ben Graham. Ben is also regarded as the guy under whom the great Warren Buffett started his investing journey.


This book teaches financial statement analysis in a very simple manner. It also focuses on the key relationship between P&L, B/s & Cash flow statements of a company.

Here are key takeaways from the book 👇👇

1.B/s shows how much a company owns (assets) & owes (liabilities) at a particular point in time mostly prepared on a semi-annual & annual basis.

2.Assets=Tangible (PP&E, inventories, accounts receivable, cash)+intangible Assets (trademark, lease rights, goodwill)

3.Liabilities=Short term debt (accounts payable,current portion of long term debt,advances from customers) + Long term Debt (bank loans,bonds,lease liability)
4.Tangible assets are written down through depreciation & intangibles are written down through amortization or impairment

5. Depreciation & amortization means normal wearing out assets over its typical lifespan. It allows the cost of the asset to be charged off (in the income statement) over a number of years.

6. Depletion gets applied in commodity businesses like cement, mining, and crude oil.
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Here they are:

Q: Can you really control that?

Smart people know what they can and cannot control

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Perfectly prioritize

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Guruvayur Sri Krishna & Coconut with Horns.
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🕉
We’ve all grown up listening to stories of Shri Krishna. This one is a famous story of Shri Krishna in Guruvayur Temple, also called Dakshina Dwaraka.


There lived a villager who planted coconut saplings and had promised that he would offer the 'first coconut' from each of his coconut trees to "Guruvayurappan". When the trees started to yield coconuts, he collected the first coconut from all the trees in a sack 👇


and set forth to Guruvayur.

On the way he was stopped by a robber who asked all the items in the sack. The villager told the robber that the coconuts in the sack belonged to Guruvayurappan and so he was unable to hand it over.
@SriramKannan77 @Jayalko1


The robber with anger asked the villager "Is Guruvaurappan's coconut any different? Does it have horns ?".
Saying so the robber pulled the sack forcefully out of the villager's hand, and coconuts came out..👇


To their astonishment each and every coconut in the sack had horns! Even today, the coconut with horns are displayed in the temple for devotees to see.

Below Picture is not original, as we cannot take photos inside temple.
Hare Krishna
Guruvayurappa
🕉🕉🕉🕉🕉
Shubham
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https://t.co/w7oNG5KUkJ


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