🚨 GLOBAL GEMS (+100 Stocks) 🚨

🇸🇪 SWEDEN
$MIPS
$EVO
$PLEJD
$EMBRAC
$KAMBI
$FNOX
$SPOT
$247
$SINCH
$CLINKB
$GETIB
$PDX
$MTGB
$LIME

🇳🇴 NORWAY
$HBC
$MEDI
$PSKY
$KAHOOT
$CARA
$AZT
$ZAPME
$SSO

🇫🇮 FINLAND
$KNEBV
$REMEDY
$REG1V

CONTINUED 👇

🇩🇰 DENMARK
$COLOB
$NZYMB
$CHEMM
$NETC.CO
$FOM
$VWS
$SIM

🇵🇱 POLAND
$ALE
$CDR

🇩🇪 GERMANY
$DHER
$ZAL
$M0Y
$YSN
$ST5
$ELG
$TMV

🇮🇹 ITALY
$NEXI
$RACE

🇪🇸 SPAIN
$CLNX

🇦🇹 AUSTRIA
$FAA

🇬🇧 UNITED KINGDOM
$DEO
$TM17
$GMR
$OCDO

CONTINUED 👇

🇧🇪 BELGIUM
$MTLS

🇫🇷 FRANCE
$UBI
$RMS
$MC

🇳🇱 NETHERLANDS
$PRX.AS
$ASML
$ADYEN

🇦🇺 AUSTRALIA
$APT
$EOS
$XRO

🇨🇦 CANADA
$WELL.TO
$DCBO
$LSPD
$REAL.TO
$CNI
$NVEI
$AT.TO

🇷🇺 RUSSIA
$YNDX
$OZON

CONTINUED 👇

🇰🇷 SOUTH KOREA
$GRVY

🇯🇵 JAPAN
$NTDOY
$FRCOY
$LSRCF
$4477.T
$NJDCY

🇨🇳 CHINA
$PDD
$JD
$XPEV
$BYD
$BABA
$FUTU

🌏 SOUTH EAST ASIA
$SHNUF
$SE

🌎 LATAM
$MELI
$PAGS
$STNE
$DESP

🌍 AFRICA
$JMIA

🌐 ROW
$KASPI.KZ

CONTINUED 👇

🇭🇰 HONG KONG

$1810 Xiaomi
$1585 Yadea
$0853 Microport
$6160 Beigene
$6969 Smoore
$6098 Country Garden Svc
$6862 HaiDiLao
$2013 Weimob
$9923 YeahKa
$0268 Kingdee
$0241 Ali Health
$2331 Li Ning
$1347 Hua Hong Semi
$2382 Sunny Optical
$1337 Razer

Quick Summary of @Arthur_0x on the FTX Podcast. How he made an 80x return on his fund in 2 years of Defi investing. 0/8👇

1/ Look for projects that have resilient founders that don’t give up. $SNX and $AAVE survived the last bear market and adapted to make the most of the the Defi market as it took off.

2/ Look for big brain discussions early on with intellectually curious developers. Interestingly he cites Hal Finneys thought experiments on Bitcoins Total Addressable Market on Bitcointalk. Link

3/ Community focus. SNX reacted well to a frontrunning issue by Airdropping to those affected. @kaiynne stepping back shows how it is community managed now.

4/ Focus on fundamentals and be active. Look to help teams and you will build a reputation and get more information as a result. Being active also means using the app an seeing some evidence of traction. Become a power user.

Few days back, I shared my investment thesis for ITC.

Today, I want to share the detailed presentation.

Focus is on explaining & analyzing the ITC 'business' and not the divided opinions about its 'stock price'.

Thread 👇

@finbloggers @dmuthuk @FinMedium @ITCCorpCom

1/ Financial Performance

- Decent overall growth.
- Weak revenue growth in recent years.
- PAT growth > EBIT growth > revenue growth.

2/ Financial Position

- NCA have almost tripled.
- Equity has almost quadrupled.
- Negligible debt / insignificant liabilities.

3/ Cash Management

- CFO growth < PAT growth.
- CFO enough to cover both re-investments & dividend.
- Consistent re-investment & increasing shareholder payouts.

4/ Key Metrics

- ROCE/ROE near minimum but still healthy.
- Margins at decade highs.
- Asset utilizations at decade lows.
- Comfortable solvency, minimal leverage.
- Strong cash conversion.

#TATAMOTORS (TM) Analysis in weekly and daily time frame chart:

In this thread I have tried to capture,

a) How is journey of @TataMotors till date
b) What are the possibilities ahead
c) The possible trade plan with logic

What weekly chart is conveying :

a) Stock is in pure downtrend as it is making lower high (LH) and lower low (LL).
To understand HH HL LL LH, read #Dowtheory and refer tweets of @Rishikesh_ADX & @Jitendra_stock .(also watch @elearnmarkets F2F video of @Rishikesh_ADX )

b) As per weekly chart, to make the higher high (HH), Stock has to cross the level 200 and then when it retrace (pull back), Stock should not fall below 69. (To understand pullback, refer tweets of @sanstocktrader )

Now look @ #Tatamotors daily:

a) Immediate support is @ 150.
b) Immediate resistance is @ 198-200. (as we discussed in weekly chart analysis)
If it manage to cross 200, it will form it's first higher high (HH) on weekly tf.
c) If it manage to cross 200, then 240 is on the card

Possibilities ahead :

a) It may trade in channel before it make the HH in weekly TF chart.

In this case we can buy at support and sell at resistance.

Support is 157 & resistance is 200.
i.e 27% target from buy level)

Refer image.

THE 6 GOLDEN RULES OF MARKET RESEARCH

What you will learn:
> Why making money online is as simple as digging for gold
> Why market research is the treasure map to the gold
> How to find where "X marks the spot" on the map
> How to build your own treasure map

//THREAD//

👇👇👇

Quick PSA: If you get value out of this thread, please be a good Internet citizen and hit that RT button ☝

Now that's outta the way

Let's get started with Tip # 1...

1) Understand WHY

Doing market research is like digging for gold aka that BIG idea that guarantees people will buy from you.

This gold tells us:
> What people think
> How people feel
> What problems they have
> WHAT THEY WILL BUY

If we can answer these questions...

then we will know EXACTLY

> What to build
> Which words we use to persuade them to buy

BEFORE we spend a single minute of our precious time and effort

Building a product
Creating a service offer
Writing a book

Market research = Having our own treasure map to the gold

2) Join their communities

First step to learning more about your customer is to hang out where they hang out.

-Study their lingo
-Identify their problems
-Hear their stories
-Take part in discussions
-Give FREE value
-OBSERVE

BREAKING: The EU and UK have agreed a trusted trader scheme that would mean exemptions from tariffs for up to 98pc of goods flowing between Great Britain and Northern Ireland from January 1, @rtenews has learned.
The other 2% wd potentially avail of rebates from any tariffs.

2/ Tariffs would mostly only apply if no free trade agreement is concluded between the EU and UK.

Both sides have also agreed that agrifood products coming from GB to Northern Ireland will be exempt from requiring export health certificates for a period of at least three months

3/ These have proved the biggest concern for UK supermarket chains in NI, who rely on large and mixed consignments of food coming from GB depots.
Export health certificates can cost up to £200 per product and need to be signed off by a designated veterinary inspector.

4/ It’s understood the issue of how supermkts will comply with EU food safety rules could be dealt with through a UK commitment - possibly a declaration - that it does not intend to change its food safety rules from Jan 1. At that point the rules will be the same as the EU's.

5/ The trusted trade scheme would be subject to a review, or sunset clause, three and a half years after the Protocol comes into effect, according to an internal EU briefing

The importance of $XHV and its ecosystem of coming xAssets, in a world against privacy. $xUSD $BTC

A Thread.

1/

Crypto started out, with a brilliant idea. The idea was to create a trustless system of money, that didn't know borders, and catered to all, while granting financial control and privacy to everyone. Thus, bitcoin was invented. $BTC $XHV $xUSD

2/

Over the last 12 years since bitcoin came to the world with a solution against centralized finance, it has spawned thousands of new crypto currencies all targeting specific use cases, and innovative new solutions for almost all industries that exist. $BTC $XHV $xUSD

3/

The sheer amount of potential crypto can offer to the world, is beyond words. It's bigger than anyone can explain, because it changes the economic model into a new system of economics entirely. This has not gone unnoticed by governments. $BTC $XHV $xUSD

4/

Governments are realizing now, that crypto is not going away, and that, it's very easy for people to take control of their finances without needing a bank, or reporting it for income tax. It's a power the people have never had. $BTC $XHV $xUSD

5/

1) The Larger Impact of the GameStop Investor Wars

"The fundamental issue currently being fought over is who gets to have a role in determining financial value, access and

Carson Block of @muddywatersre writing in the FT lays the blame of stonk gyrations like GameStop (sub $20 on 12 Jan, up 18-fold in 10 trading days) squarely on low rates and passive investing.

This is Hogwash, Blatherskite, Buncombe, and

Pure Trumpery.

It was 1 stock out of tens of thousands in the world which moved that way and has become a meme unto itself of fantabulous stock and social movement.

Carson talks briefly about low rates and government bailouts, which theoretically should affect the others.

But then he falls into the trap that many others who do not understand passive investing do.

This is NOT how passive investing works.

To be clear: if a passive fund owns $1bn of stock of an index which has a Sum (Stock Float Shares x Price) of $1trn, that fund will own 1/1000 of the float shares of each stock.

If the price of 1 stock rises 23-fold in 11 days, passive investors will do...

exactly nothing.

If the rise in that 1 stock leads to the index float market cap moving to $1.02trln, then if the fund receives an extra $100mm, it will go buy exactly $100mm/1.02trln of the float of each stock in the index (i.e. just under 1bp - of EACH stock - Apple, AMZN, and GME).

Do you know what separates professional traders from losing traders?

Here's my answer and it's not what you think...

#1: Think independently

If you want to succeed in trading, you must have the ability to think independently.

Instead of asking “what” or “when”, learn to ask:

Why.

By asking why questions, you’ll come up with a hypothesis to your questions which brings me to...

#2: Willing to get your hands dirty

Just because you came up with a hypothesis, doesn’t mean it’s correct.

That’s why as a professional trader, you must validate your trading ideas.

You must get your hands dirty and do the work like backtesting and forward testing.

#3: Have the right expectations

Most new traders enter trading with the wrong expectations and end up quitting trading altogether.

The truth is…

* You won’t make money every day

* It’s not a get-rich-quick scheme

* Learning curve is steep

#4: Manage risk like a pro

No strategy works all the time, that’s why you manage risk all the time!

You can use stop-loss, options, position-sizing, etc.

A losing trade must be managed so it feels like an ant bite—not a shark bite where you lose a chunk of capital.

Good Saturday Morning Chart Fans!

Will I have to learn to draw vertical lines with no slope? Let's have a look!

DJIA Channel Check

Transports. Same pattern as we saw in the fall.

Utes.

SPX Channel Check

It's great that more people are becoming aware of the importance of investing BUT, as we seek out more investment opportunities, you should know that unlike Shrek, all that glitters is not gold. Not all good looking investment opportunities are safe and legit.
 
You should also

know that an investment opportunity doesn't have to be a Ponzi scheme for you to run away from it.
 
Most of the investment opportunities available in the Nigerian Fintech space are 3rd party investment.
 
The way 3rd party investment works is: a company gets money from investors

to create value which can be in the form of a business (e.g. fish farm, real estate etc.). After a certain period, that business should generate profit and the company then pays investors their capital plus a share of that profit as returns.
 
It becomes a problem when the

investment doesn't generate any profit or the profit is not enough to pay investors the promised returns. This is where Ponzi/pyramid schemes come in.
 
A Ponzi scheme is when a company/person offers an investment opportunity to users but in reality, uses the money from newer

investors to pay older investors. Basically, robbing Peter to pay Paul. As you can imagine, Ponzi schemes are only profitable as long as there are enough Peters to take care of the Pauls. When the number of Peters that sign up to the "investment opportunity"/the amount of money

🧠 11 of the best tweets by @jposhaughnessy

Jim Sir has a spectacular ability to simplify complex topics and put them in just a tweet or thread.

I scraped his entire tweet library - here are some of my faves 🔥🔥🔥

THREAD...

1/11

The brightest people I have met share a superpower that would serve investors well - the ability to make inherently complex things simple and understandable.

2/11

If you can change your focus, you can change your future.

Don’t spend a minute worrying about something that you can’t control. If something can’t be changed by you taking direct action, put it out of your mind.

Today’s society is overrun with useless distractions.

3/11

Things you learn as you get older:

Other people are far less interested in you than you think they are.

4/11

Investors:
Your "morning routine" doesn't matter;
Finding "clever hacks" won't help you;
Reading lists of "10 things all successful people" do won't help you;
Watching "motivational videos" won't help you.

What will?
Controlling your emotions, being patient and persistent.

#FranklinTempleton investors - our primary objective should be to safeguard our investment and not punish FT. Litigations will and should continue. But trying to teach FT a lesson by voting NO is shooting ourselves in the foot!!! Fire sale will destroy our investment

#FranklinTempleton investors - FT is anyways under a scanner. They cannot escape if they are doing anything wrong. But if Funds re-open , no one can save us and we will be doomed by our own choices

#FranklinTempleton investors - I know that everyone that FT has cheated us by illegally winding funds, however the point is that if we reopen now - everyone will redeem and it will be a panic situation where everyone will loose. A better option is to let the funds wind up orderly

By far, one of the most interesting Ethereum addresses I've seen is @0x_b1.

It's quite an interesting social experiment as well - a $300m whale starting a Twitter account for fun. Check their bio.

Let's break down the address and see what they are doing with their capital. 👇

0xb1 was created in mid-August, amid the food farming craze.

The address is active every day of the week and consistently makes transactions between 12:00 UTC and 6:00 UTC (sleeps between 7-11).

Likely U.S. based individual or team based on this history.

h/t @nansen_ai

0xb1 is a yield farming beast, to say the least.

It's industrial farming at its best - hundreds of transactions, swapping in and out of the latest yield farms on Ethereum.

Fun fact: the address has spent $111,000 in ether on transaction fees since its inception. Ow.

According to @DeBankDeFi, the address has a current net worth of $280 million, with $381 million in assets or staked assets and $101 million in debt.

Not too sure if this is 100% accurate, as there may be some new farms that it may not capture or represent properly.

99% of this capital is active in yield farms.

Out of the ~$280 million, only ~$250k is naked.

The address has $150 million worth of ETH and WBTC collateral deposited in Compound, which is being used to borrow $80 million worth of stablecoins.

C-ratio scares me a bit.

THREAD: So I looked into angel investing (so you don't have to) and this is my personal experience with the #angelinvestor community.

This is not my area of practice, so this is my experience as an investor...

(1) You generally have to qualify to be an investor. As part of the investment process you universally have to attest that this is fun moneys and you don't need for like 10 years and in fact don't need it ever because you'll probs never get it back.

So from the jump these are not traditional "investments", they are not part of a balanced portfolio and should be thought of as like a gambling allocation for a trip to Vegas or buying lotto tickets. You could win, but it's more for the fun along the way.

(2) It's actually NOT that fun along the way. If you invested in consumer products sometimes they'll do like kickstarter-type bonuses or discounts, but in general, it's like an e-mail once a quarter or even less frequently...

(3) The minimums. Most of the minimums for real angel investment funds with good terms is $25,000 or higher. ($50,000 seems more common.)

There are a few exceptions:
AngelList often has $1,000-$3,000 minimums.

1) Let's talk about my favourite video platform Bilibili. What is it, what it isn't and and how it makes money. It's been called the Chinese YouTube that that framing lacks imaginary.

The $bili stock also 5x in 2020 - who knew weebs could be so lucrative

2) Grossly simplified, it's the Chinese equivalent of Youtube. Except it's not. It's like if Youtube, Twitch, Steam, Patreon, TokyoPop and Netflix had a CRISPR-baby, and that baby was a weeb, but that weeb is also super down with Chinese Gen Z

3) Bilibili was founded in 2010 by avid Anime, Gaming and Comics (AGC) fan Yi Xu from a frustration that the mainstay Chinese anime platform kept crashing with no consistent access to his beloved vocaloid Miku

4) Serial entrepreneur Rui Chen went from an angel investor to CEO, having obtained Yi Xu's trust by correctly identified the origin of Bilibili as from the anime "A Certain Scientific Railgun". Anime knowledge is life.

5) Currently it's the biggest mainstream portal for the Chinese Gen Z with user-generated video sharing, live streaming, mobile gaming, online comics and event ticketing. It’s also diversified its content coverage with coverage on beauty, e-sports, pop culture and many others.