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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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20% more and this position will be 3x. Selan & CPCL hedging the core beautifully. Spot in advance! Covid accelerated IT, EU Energy crisis accelerating Selan/CPCL.
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𝗡𝗶𝗳𝘁𝘆-𝗕𝗮𝗻𝗸𝗻𝗶𝗳𝘁𝘆 𝗢𝗽𝘁𝗶𝗼𝗻 𝗕𝘂𝘆𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆

Complete Backtest and Indicator link

🧵 A Thread 🧵

𝗦𝗲𝘁𝘂𝗽:
🔸 Monthly Option Buying
🔸 50 ema on 3 min timeframe
🔸 Supertrend 10 , 3
🔸 Chart : Banknifty , Nifty Futures as we backtested on futures
🔸 Entry 9:20 to 3:00
🔸 Max 3 Entries per day
🔸 Premium nearest to 200 Rs only

[2/18]

Why Monthly Option buying ?
🔸 Less theta decay compared to weekly options
🔸 Less Volatility
🔸 Supertrend and MA Settings
[3/18]


🔸 Indicator Link
🔸 Click on the below 𝘭𝘪𝘯𝘬 -> 𝘈𝘥𝘥 𝘵𝘰 𝘍𝘢𝘷𝘰𝘶𝘳𝘪𝘵𝘦𝘴 -> 𝘈𝘥𝘥 𝘰𝘯 𝘊𝘩𝘢𝘳𝘵 from favourites and start using it !

🔸 https://t.co/zVXavqLBto
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10-K Diver
10-K Diver
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1/

Get a cup of coffee.

In this thread, I'll help you understand Geometric Expectations.


2/

Imagine we have an investment opportunity.

If the investment goes well, we get to double our money.

But if it goes badly, we'll end up losing three fourths of it.

There's a 50/50 chance of either outcome.

The question: is this a good bet or not?

3/

A simple way to approach this question is to calculate the bet's "expectation".

For every $1 we bet, there are 2 possibilities:

1. The lucky case, where we double our money and end up with $2, and

2. The unlucky case, where we lose (3/4)'th to end up with just $0.25.

4/

Each of these outcomes is equally likely.

So, on *average*, every $1 we put in turns into ($2 + $0.25)/2 = $1.125.

This is a *positive* 12.5% return.

Such bets are called *positive expectation* bets. On average, we expect to *make* (rather than *lose*) money on them.

5/

Suppose we could take many turns betting at these odds.

In any one turn, we could of course lose money.

But because our bet has positive expectation, *over time* we expect to make money.
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Thread on "The Final Checklist"
by Peter Lynch.

~ Ideas can come from anywhere - Peter Lynch.


~ If you can't find any companies that you think are attractive, put your money in the bank until you discover some - Peter Lynch.


~ All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out - Peter Lynch.


~ Time is on your side when you own shares of superior companies - Peter Lynch.
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There are more than 5,000 YouTube channel related to stock market learning.

These are Top 5 underrated YouTube channel that will definitely help you in trading and investment.

1st one is our favorite, and you shouldn't miss subscribing to it.

A Thread 🧵:

1/ KA Charts:

This channel belongs to our mentor @KA_charts who has helped us immensely in the stock market, haven't seen anyone yet who understands and read PRICE ACTION.

He handles a fund size of more than 300CR.
One of the best YouTube

2/ Strategic Stocks:

This channel is highly underrated, this channel backtests all the popular strategies of all the top twitter traders for eg 5EMA of Subhashish Sir, Ghanshyam sir 9:20AM option strategy, every top free strategy out there is

3/ Power of Stocks - Subasish Pani

Do we even need to tell you guys anything about this man. We have all seen his journey from making 2000-4000 a day to now making 1 CR a day. Genuine skin in the game guy.

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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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During the Khalistan movement, the minority Hindus and Jains were subjected to several attacks. Hindu and Jain temples were frequently vandalized and desecrated. This thread documents a few instances.

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Durgiana Mandir is one of the oldest temples of Amritsar. According to the regional Hindu tradition, the temple was built on the spot where Lava and Kusha bound Hanuman. The temple annually attracts millions of Hindus from all over the country.


Amristsar has a very ancient Hindu history.

According to the regional Hindu tradition recorded in the "Survey of Amritsar", Amritsar got its name from Amrit immersed by Lava and Kusha in a pond.


Durgiana Mandir was rebuilt in 1921.

It was used to house the Murtis of Vishnu and Durga which were thrown out from the Parikrama of Harmandir Sahib in 1905.

Because of its presence in Amritsar, it became a frequent target of radicals during the Khalistan movement.


In 1982, in what was a completely unprovoked attack, the Dal Khalsa "activists" threw a severed cow head inside Durgiana temple.
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Thuravoor Narasimha Swamy or Thuravoor Mahakshetram is situated in Alappuzha with Narasimha Swamy and Sudharshana Moorthy as main Prathishta.
Temple has separate Sannidhi for Vadakkanappan ( Narasimha) and 👇


Tekkanappan ( Sudarshana).

Sthala puranam says that Vigraham of Narasimha was brought from Varanasi. Swami Padmapadar, shishya of Adi Sankaracharya, had worshipped the same Vigraham at Kashi.
A Namboodiri, on his way to Kashi saw a powerful light which disappeared here 👇


Namboodiri dug the place and he found a beautiful beautiful Vigraham made of Anjanasila. It is said that the vigraham occupied a site, which was the place of Durga Devi
Sudarshana Moorthy is about 6 Ft, Chaturbahu. Deepavali is famous festival here.
Om Narasimha Swamine Namah
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Panchbhootasthalam representing vayu element, also called Dakshin Kailasha.
As per Shiva’s boon, Vayu is incarnated here as Shiva and worshipped as Kalahasteeswara.
The kshetram is also associated with Rahu and Ketu.


The Kshetram is named after 3 devotees of Shiva- a snake, spider and elephant who worshipped a lingam in the forest. Elephant did jal abhishek with water from its trunk, spider protected it from dust by weaving a web on it and snake adorned it with his jewel.
@GunduHuDuGa


Once, the web and jewel got washed away when elephant sprayed water on the lingam. Angered snake entered elephant’s trunk and bit him but died in the process. The agitated elephant trampled the spider accidentally. Shiva gave moksha to all three.


Hence the name-Sri for Spider, kaal for snake n hasti for elephant.

Shiv bhakt Kanappa is said to have plucked his own eye to put it on the lingam here when he saw blood oozing from the eye on the lingam
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https://t.co/7QIx5CFdfJ


The paper is a good example of lots of elements of good experimental design. They validate their metric by showing lots of variants give consistent results. They tune hyperparamters separately for each condition, check that optimum isn't at the endpoints, and measure sensitivity.

They have separate experiments where the hold fixed # iterations and # epochs, which (as they explain) measure very different things. They avoid confounds, such as batch norm's artificial dependence between batch size and regularization strength.

When the experiments are done carefully enough, the results are remarkably consistent between different datasets and architectures. Qualitatively, MNIST behaves just like ImageNet.

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RANI GAIDINLIU:THE LESSER KNOWN FREEDOM FIGHTER

Rani Gaidinliu joined the freedom struggle at 13 &was sentenced to life imprisonment at 16."We r free people—the White should not rule over us.”Thus calling out to her Zeliangrong tribesmen was the voice of 13yr-old Rani Gaidinliu.


She joined the freedom struggle in the present-day Northeast India. Today, her struggle is lost in history as most of her countrymen wouldn’t even have heard her name. B'coz our history textbooks tell us that only Mahatma Gandhi &Pandit Nehru got India its Independence.


At 16 yrs of age, this valiant girl was sentenced to life imprisonment for leading a movement to drive out the colonial rulers from Manipur and Nagaland. Nevertheless, she was released in 1947 after India’s independence and was given the title ,"Rani of Nagas".


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Gaidinliu belonged to the Rongmei clan of the Zeliangrong tribe in the Tamenglong district of western Manipur. Born on January 26, 1915, she was fifth among eight children.


Her native village was Nungkao, which is present day Tamenglong distt. Brought up in a specially backward region,she couldn't receive any formal education. However,this didn't stop her from joining the freedom struggle. At the age of 10 she came under the influence of her cousin.
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