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Saved by @Mollyycolllinss

As promised I am now posting details on #RIL #JIO stack. I shall discuss some advantage that #JIO stack has over peers. Pl do not take this as reco to buy stock. This is purely for information purpose

 Unfortunately, majority of market participants only see the deal value #RIL has managed to clock & there is entire segment of investors who hate #RIL stock.
Those who understand the technical/business depth of #RIL #JIO #RelianceRetail know the scale and future ahead
Talking first about #JIO stack from telecom PoV, it has tons of advantages over likes of Airtel/Idea-Vodafone that #JIO is pure 4G VoLTE network.
Airtel/Idea-Vodafone are forced to maintain 2G/3G network as more than 50% of their customer base is on old network that is cost intensive & burns into profits
Because #JIO is pure 4G VoLTE, they do not have to maintain separate networks, no need to maintain switching function for calls, reducing costs, giving pricing power
Telecom companies are bundling host of services for a reason - to make up for the lost money on maintaining old network/infra.
These bundle of services are typically music streaming, payments/wallets, OTT content etc. What is lost on one side is attempted to be made back via such services
So the application ecosystem is even more important & is a key to understand #JIO stack well. #JIO is an ecosystem, not just telecom play
JioTV, JioCenima, Saavn, Jio Fiber, Jio Holoboard, and soon to be launched gaming set top box are part of this ecosystem along with JioMoney, JioMart, JioCloud, JioCalls, JioSecurity are other apps in the same ecosystem
So while Airtel/Idea-Vodafone trying hard to push content & apps, #RIL has real businesses behind the apps to support. So the business levers are extremely strong compared to anyone else in the domain
Let us focus back on #JIO stack. The entire #JIO ecosystem is much deeper than most know.
#JIO Stack is made up of hardware layer where Jio Smartphone exist, then comes the #JIO network layer, again #RIL owns this too, then comes identification layer, Payments, Account Aggregations and finally comes application layer
Application layer is where most of the #SuperApps are competing at. Payments apps or even apps like PhonePe, PayTM etc are only competing at application layer, while #RIL is present at all layers except identification
That is the biggest advantage of #RIL & #JIO ecosystem. Even TATA is trying to build #SuperApp, SBI YONO is another attempt, but they just don't have any presence on other layers of the tech stack
Aggregation Layer is even more important because it controls the data transmission on a cross app ecosystem

#RIL has account aggregator license since early 2020 and is authorized by RBI already. Seeing the advantages?
#JIO stack controls entry point into Digital Ecosystem for nearly 100 million Jio Phone users. And WhatsApp can provide another 400 million customers an entry point into #JIO ecosystem
Who else control such huge use base + owns entire ecosystem + controls 90% of the tech stack + has pricing power? Nobody!
Embedded Insurance + Embedded Finance is next scale of opportunity for #RIL #JIO via same ecosystem.

Airtel already provides 2L worth term cover on a recharge of 179. That is embedded insurance.
WeChat launched WeSure and TenCent go access to 50 million+ more users. Amazon/Flipkart have bundled insurance very innovatively into their checkout process.
Insuring package is soon becoming norm in E-Commerce domain. Logistic companies work with insurance companies & e-commerce players to provide such bundled services
If #RIL bring insurance into their ecosystem it will be a very big as the customer base is already large enough.
Because apps such as PayTM, PhonePe etc. do not have account aggregator license, they cannot push the insurance products at easy across their stack. They can sell only at application level
Insurance on #JIO can be offered on multiple levels - On recharge/SIM purchases, on wallet transactions, on e-commerce purchasing, and it can be pushed easily via WhatsApp.
WhatsApp can be used single source to push products at easy to large number of customers across different business segments

This is where Facebook comes in as a platform advisor & can help complete the circle of this entire value chain.
With #RIL PoS adoption, micro-finance can reach wider reach! Small ticket insurance can be offered via PoS systems in brick & mortar stores
#RIL acquisition of NetMeds pushes this whole game on a very different level. Opens up entire healthcare domain via NetMed

#RIL also owns NowFloats that boasts of connecting 54mn businesses with over 526mn users in India. Understand the reach?
The potential of #RIL #JIO platform is humongous. If there is someone who really has a chance to be India's TenCent, it is #RIL

However, with such larger than life expectation come many execution risks. Failure of JioChat is one example. WhatsApp pay hasn't pickup steam either.
Is #RIL trying to do too much too soon? The question is at only execution level and not on capability level

I strongly believe FB, Google are in for a reason. They will help build the ecosystem & help it reach wider audience eventually. Until then it is wait & watch game
Many have doubted #RIL's capabilities where doubt should not be on capability, but speed of offerings & reach

Another risk seem to be of succession plan of #RIL as Mukesh Ambani is not in his 40s anymore!
#JIO will mostly list in 2021 on NASDAQ and #RelianceRetail will go for similar listing in India eventually
No matter whoever else tries to build a SuperApp, it is not so easy to become one. It needs whole ecosystem of applications that are backed by real businesses. In my view, if someone has any realistic chance to be one then it is only #RIL

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Ameya
@Finstor85
Beautiful setup #routemobile. If you discount the Feb month sudden rally, price has returned to its mean channel & is moving within. It has finally formed a breakout pattern. 1800+840 is very realistic target here. Fasten your seatbelts.
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Ameya
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@Finstor85
Time to update reading on #tataelxsi. Note where the last fall was supported. Perfectly near the previous arc BO level. We will make some retracements here & there but now seems to be going for 10391. 3rd arc formation in process & looks very similar to the previous one https://t.co/KwBFN6fkKk
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Ameya
Ameya
@Finstor85
#LTI is getting ready..Need a strong close above 6530 & then arc BO level of 7566. Take these 2 out & get ready for rally of at least 1948 pts
LTI
Ameya
Ameya
@Finstor85
and we are in the range now! 15282 is the low of the range. I start buying between 15666-15282. Big Q is, will we stop in the range & reverse? Honestly, I don't know. All I know is range is here, deserves some allocation in core conviction ideas. #niftymasterchart https://t.co/RXuJb0dTWi
NIFTYLONGTERM
Ameya
Ameya
@Finstor85
One segment I have been absolutely upbeat is IT/Tech. Tech has always been the hidden moat for many companies - AP/BFL to name a few. Tech is no longer a vertical in market. It has become horizontal that cuts across every single vertical.

Be it Pharma/API, Finance, Insurance, Manufacturing, Retail, CD, or any other segment, Tech is going to give you edge over peers.

The spend on IT/Tech is going to increase stupendously in coming 4/5 years to levels we haven't even imagined. The investment in tech is going to help big get even bigger and put very hard survival barriers to new entrants.

BFL/HDFC Life from Fin/Insurance segment have one of the best tech platforms. IndiaMart relies on customer data monetization, Dmart has a very small but extremely strong team of data scientists

Even Nestle has very strong data scientist pool, Asian Paints story is well knows to everyone now. Not investing in IT/Tech is going to be your biggest mistake in investing journey.
TECH

More from Trading

James Mishra
James Mishra
@rishmishra
(1/25) A number of Silicon Valley investors are putting their money and influence into a campaign to gaslight rape victims into not seeking medical treatment

despite the warnings of top law enforcement officials

and NOBODY is talking about this.

(2/25) First, a little about me. I used to be a licensed sexual assault crisis counselor, counseling victims admitted to one of three Minneapolis emergency rooms.

After I'd speak to the victim, they'd receive a medical exam from a Sexual Assault Nurse Examiner (SANE).

(3/25) During the exam, DNA and other evidence is collected with a "rape kit" to optionally be used in a civil or criminal case.

(4/25) But collecting evidence is not the ONLY reason to receive an exam.

The victim may also receive:
- counseling (hello!)
- treatment for (potentially invisible) injuries
- medications like Plan B and emergency antiretroviral therapy for HIV prophylaxis.

(5/25) Leda Health, a startup cofounded by Madison Campbell and Liesel Vaidya, is raising money to sell "do-it-yourself" rape kits that wouldn't require a hospital visit

which is possibly the most HARMFUL startup idea that I have ever heard of.
TRADING
Aditya Todmal
Aditya Todmal
@AdityaTodmal
12 TRADING SETUPS used by professional traders:🧵

Collaborated with @niki_poojary

Here's what you'll learn in this thread:

1. Capture Overnight Theta Decay
2. Trading Opening Range Breakouts
3. Reversal Trading Setups
4. Selling strangles and straddles in Bank Nifty
6. NR4 + IB
7. NR 21-Vwap Strategy

Let's dive in ↓

1/ STBT option Selling (Positional Setup):

The setup uses price action to sell options for overnight theta decay.

Check Bank Nifty at 3:15 everyday.

Sell directional credit spreads with capped


@jigspatel1988 2/ Selling Strangles in Bank Nifty based on Open Interest Data

Don't trade till 9:45 Am.

Identify the highest OI on puts and calls.

Check combined premium and put a stop on individual


@jigspatel1988 3/ Open Drive (Intraday)

This is an opening range breakout setup with a few conditions.

To be used when the market opens above yesterday's day high

or Below yesterday's day's
OPTIONSLEARNINGS , TRADING , ALL
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I have to wear shoes? ...
@migbike
A thread about GameStop:

Big hedge funds made big bets that GameStop’s stock was overvalued. The way these bets work is the hedge fund borrows shares of the stock and sells those borrowed shares.

When it comes time to give the borrowed shares back, they buy them on the market, hopefully at lower prices. For example, they might sell the borrowed share at $50, hoping to be able to buy the share back at $30, to make a $20 profit. This is called shorting.

The hedge funds were so sure that GameStop was going down, that GameStop was the most shorted stock on the market. 140% of the shares in existence were “borrowed.” Imagine Bob borrows from Jane who borrows from Sue who borrows from John.

Shorting is risky, but the hedge funds were so sure that they just didn’t even care. People on Reddit realized this and basically thought “what if we all just bought shares and refused to sell them when the hedge funds need to give their borrowed shares back.”

The price goes up, the hedge funds are forced to buy back the expensive shares and lose money. Except the hedge funds kept doubling down as the price rode up, expecting that it would eventually fall. The Redditors weren't scared off and with "diamond hands" refused to sell.
TRADING
Indrazith Shantharaj
Indrazith Shantharaj
@indraziths
Price + Open Interest (OI) + Volume = Deadly Combo

There are many tools for Open Interest. Options Decoder from @TrueData2 is one of the simple yet powerful tools on options and OI.

Below are the 10 Powerful Features of Options Decoder

Thread 🧵🧵

(1/N)


#1 - PE CE Difference

This feature combines the OI of call options and put options and plots against each other.

At one glance, we can know what big players are doing!

(If they are selling more CE means, they are bearish on the underlying instrument)

(2/N)


#2 - Advance/Decline

This feature displays all the F&O stocks in one place.

In one click, we can see the stocks in any order (like an increase in price, increase in OI, or decrease in volume, etc).

A highly useful feature for options traders!

(3/N)


#3 - Open High

This feature displays all the strike prices that have an open high (or open low) for the selected instrument.

If many CE strikes show "Open Low", then the market is bullish!

(4/N)


#4 - IV Price-OI Chart

This feature plots CE and PE vs. Open Interest (OI) for the ATM strike price.

Always Remember:

CE Long Build Up + PE Short Build Up = BULLISH

PE Long Build Up + CE Short Build Up = BEARISH

CE Short Build Up + PE Short Build Up = SIDEWAYS

(5/N)
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Investment Books
Investment Books
@InvestmentBook1
As part of our Knowledge sharing initiative by @FinnacleAcademy and @Investmentbook1, here we are on our post 2 with some of the most important key takeaways of the book “Masterclass with super investors” by @vishalmittal22 & @basrars

Here we go! (1/n)


Masterclass with super investors is one of the best books covering the investment strategies & journey of renowned domestic investors. Our summary has been segregated in 2 parts, A) Common traits in investment ideologies of these stalwarts B) Investor specific key takeaways (2/n)

A)Let's look at a few common points in these Stalwarts' investment ideologies 1)Invest (higher % of portfolio) when you have conviction backed by sound logic 2)You need to be bullish on India to make investments in Indian cos. bcoz majority of Indian cos. are domestically focused

3. New Bull markets have new leaders when a bull markets ends the stocks which have gained the most falls the most 4. The entry price that you pay for a company should be very cheap so that even if your assumptions go wrong in future you don't end up losing money (4/n)

5. We get attached to stocks which have given us a lot of returns in past even though in current & future expected scenarios they seem overvalued 6. Focus on art of disciplined selling-it's imp. to have a sound selling mechanism just buying at right price wont create wealth.(5/n)
TRADING

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Demystifying Ghazwa-e-Hind. A #thread.

A recent video of Shoaid Akhter surfaced in social media creating a lot of controversy where the #Pakistani Cricketer can be seen suggesting invasion of India by using the term Ghazwa-e-Hind.
Radicalization of sportsmen seen off late
(1/10)


Some radical Islamic preachers believes that Ghazwa-e-Hind means a “Holy War against India”. As per this irrational & profane concept, there will be a fierce battle to secure victory over #India.
#Kashmir
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#Pakistan-based terror groups, like JeM have been using Ghazwa-e-Hind as a Hadith to recruit, fund and justify its terror strikes as a religious holy war against #India.
#Kashmir
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Some machiavellian people claim it is a prophecy that Muslim warriors will wage war against the #India.
Jaish & others falsely propagate that Jihad against India is considered holy in Islam & that those participating in it will be granted an easy entry into paradise.
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However prolific scholars says that this is a made-up interpretation of some verse in The Holy Quran to mislead the gullible youth of #Pakistan into picking up arms and fighting its Army's personal battle against #India.
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Khatvaanga
Khatvaanga
@khatvaanga
Sri Gurubhyo Namah.
Some tweets on Adi Shankaracharya and in particular the Guru Parampara of @sringerimath. [I had done this series earlier 5 years ago on account of Shishya Sweekaram].


Adi Shankara established the Sringeri Peetham as the 1st of 4 amnaaya peetams.

The four being
1. Sarada Peetam at Sringeri.
2. Govardhana Peetam at Puri
3. Kalika at Dwaraka
4. Jyothir at Badarikashramam.

He installed his 4 most prominent shishyas as heads of the peetams.

Sureshwaracharya was assigned to Sringeri as its head.

Sringeri is a corruption of Rshyashrunga giri.

Rshyashrunga maharshi [and his father Sri Vibandhaka Maharshi] did their tapas at this place.

It is at Sringeri that Shankara spent 12 of His precious 32 years!!

That gives you and idea how much He loved this place.

Rshyashruga maharshi had a horn on his forehead, a result of being born to a deer. His mere presence was enough to shower rains!!

Rshyashrunga was one who led Putrakamesthi Yaagam of Dasaratha Maharaj and which resulted in Sri Rama's birth!!
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Jaya_Upadhyaya
Jaya_Upadhyaya
@Jayalko1
RISHI BHRINGI AND ARDHA-NAREESHWAR SHIVA

Rishi Bhringi was a devoted bhakt of Mahadev. However, in his devotion to Shiva, he ignored Mata Parvati.

Once, he visited Kailasha along with other Rishis. All the Rishis did parikrama of Shiva and Parvati both except Rishi Bhringi.


The same situation continued whenever Rishi Bhringi visited Kailasha. Mata Parvati decided to teach him that Shiva and Parvati are one and inseparable.
So on one such visit, Mata Parvati sat on the left lap of Mahadev when Rishi Bhringi came.


Seeing this, Rishi Bhringi took the form of a bee(some say bird) and did pradakshina/ parikrama only around Shiva’s head and ignored Ma Parvati.
Angered Mata took away the Shakti from his body. Rishi lost his blood and flesh and was left with a bare skeletal form.


Seeing him in such a situation where he was unable to support himself, Shiva granted a third leg to him.
Shiva then fused one half of his body with that of Ma Parvati and appeared as Ardha Nareeshwar.
Rishi Bhringi finally realised that Shiv and Shakti are one and the same.
🙏🏻
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श्रीमाली हितेश अवस्थी...
@HiteshAwasthi89
Sri Maha Bhairavar Rudhra alayam, Chengalpet, Tamilnadu

This temple is being constructed merely on the instructions from Bhairava by his devotee Shri Bhairava Siddhantham Swamy. The Temple is fully enshrinedin a transparent glass enclosure..1/n


with Rudrakshas on both the sides of the entrance This temple has a circular Sanctum Sanctorum which has twelve stepseach representing a sign of zodiac and after that twelve steps we find the supreme deity of this temple Sri Kshetra Paata Bhairava. 2/n


Beneath the Bhairava, in the lower level are installed the Ashta Bhairavas, SapthaRishis in the form of stones, and Saptha Kannis in the form of brass lamps. Thereare a number of little blue and white lights in the ceiling that is shaped like a dome.. 3/n


which give an ethereal atmosphere when switched on. The steps representthe twelve signs of the zodiac and when one steps over them to reach thesanctum sanctorum all the doshas pertaining to the horoscope are cleared onceand for all..4/n


The Sthala Vriksham ”Peepal Tree” which is grown on a pedestal, a trident which is considered as Bhairavi, Pancha Mukha Anjaneya, Prathyankara Devi, Subramanya, Rudra Vinayaga, Vaishnavi Devi, Naga Rudra, Eswara, Vana Durga etc. 5/5

#IncredibleBharat
#DekhoApnaDesh
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f1talks.pl
f1talks.pl
@f1talks
According to @RadioZET_NEWS PKN Orlen (major Polish oil refiner and petrol retailer) is considering entering F1 as a fuel sponsor (supplier) and personal sponsor of Robert Kubica. #F1

Yesterday Kubica was at Orlen's headquarters and met with Polish Prime Minister. #F1
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