June's research paper: Intangible Value ✨

Can value investing strategies be improved by adding intangible assets?
👾 The Asset-Light Economy
🔮 The Dark Matter of Finance
🏰 Intangible Moats
📉 The Disruption of Value
👨‍🎓 Fixing the "Value Factor"

(Not investment advice)

🧵

A thread on the life and achievements of Muhiyudin Sayyid Abdul Qadir Jillani RadiAllah who served Islam infinitely as the Reviver (Mujadid) of the 11th Century!

Muhiyudin Sayyid Abdul Qadir Jilani (RA) was one of the greatest Islamic Saint, Scholar, and Jurist. The honorific Muhiyudin denotes his status with many Sufis as a "reviver of religion". Jilani refers to his place of birth. He also carried the epithet Baghdadi.

[1]

Sheikh Abdul Qadir Jilani was born on the eve of the 2nd of Ramadan 470 AH. His birth was a great blessing for the Ummah. It was the arrival of the Sultan al-Awliya (King of the Awliya) of that era, which had been foretold for centuries before his birth.

[2]

When Hazrat Abdul Qadir Jillani was asked by someone what brought him to his high spiritual level, he said, The truthfulness which I promised to my mother. He related the following story:
"One day, on the eve of Eid al-Adhā, I went to my mother, who was then a widow and..

[3]

..and requested her, 'Send me to the path of Truth, give me permission to go to Baghdad to acquire knowledge, to be with the wise and those who are close to Allah. She cried, but she brought out 80 pieces of gold, which was all that my father had left as inheritance.

[4]

Some ofthe biggest breakouts occur after Volatility Contraction, the analogy is that more a spring is pressed, higher it jumps whenever it gets released.

There is a VCP Scanner on chartink (Not mine). This may also be used to find potential Breakouts.

Time for a Thread🧵On yesterday’s “F&O Pe Charcha - Diary Of An Option Seller” with @Mitesh_Engr by @Paytm Money

Why Gain/loss ratio is important that the batting average
• More than the Win Loss ratio check the total Gain /loss ratio
• If your avg loss is 1% and avg gain is +5% then even if you are losing in 7 positions and winning in 3 out of 10 still you will be net profitable

Treat Trading as a business:
• Stick to a single strategy. Eg: A restaurateur usually wouldn’t be changing his recipe on a daily basis
• Mitesh Sir only works on BO or BD strategy, as he is a versatile trader

• Any trader should atleast experience 3 scenarios i.e. bull, bear & consolidation
• Target 4% per month i.e. 48% p.a.
• Option buying requires skill, everyday there wont be huge momentum, so buying options won’t yield good results, but high chances of falling into a bad habit

Stock Selection:
• In F&O segment there are ~150 stocks
• Not everyday all stocks will move
• Only 5-7 stocks move upside or downside
• Focus only these momentum stocks
• Check which one is moving
• Range BO/BD never disappoints. BO/BD from a rectangle (consolidation)

THE NOTICEABLE SIGNS OBSERVED ON IMPENDING DEATH(मृत्यु के संकेत या चिन्ह)

As per Skanda Puran, Kartikeya had narrated to Muni Agastya about the signs of the coming death. This is as per this ancient scripture.

If one experiences the air coming out of right nostril continuously then it is observed that the person dies within three years. If the breathing is continuous towards upper side from both the nostrils, then the person can die within two three days.

If the breathing is through the mouth instead of the nostrils then the person may live only for two days. The person should take into coignance these signs of the occurance of any sudden death.

As per astrology when the Surya is in the 7th house and Chandrama is in its own house and the breathing is only through the right nostril then the danger exists. If you see a yellow black coloured figure who becomes invisible immediately then the life span is limited to 2 years.

If any person sneezes, passes urine, stool and semen all together he has only a year more to live. If a person sees blue coloured snakes flying in the sky then he has only six more months to live. If a person sees any thing opposite to its real self like colours

So there's a class of puzzles called "river crossing puzzles" which involve having to cross a river on a boat/bridge containing some set of individuals/items with restrictions on which ones can be on the boat/left on each shore, right?

and the most common subclass of these problems is the one where you have 3 items/animals to cross with.
This is alternatively called the "fox, goose, and bag of beans" or "wolf, goat, and cabbage" puzzle.

the idea is that your boat can only carry one item at a time, but if you leave the wolf/fox unattended with the goat/goose, the wolf/fox will eat the goat/goose.
and similarly, the goose/goat will eat the beans/cabbage if left alone

so you have to set up a set of actions that never leaves either side of the river in one of the lose-states.

the solution to this variant being:
1. take the goat/goose over
2. return empty
3. take the wolf/fox over
4. return with the goat/goose
5. take the cabbage/beans over
6. return empty
7. take the goat/goose over