Wipro another target done

Hits 599 ✅✅

Picked on 1st jan 2021

387 to 600

55% returns with a investment call ✅✅

213 points in nearly 7 months

Wipro is a long term stock, not a trading stock

Buy and forget types

Target 625 - 675 - 729

One can add now too

🙌🏻

👇Thread.

Published a new essay: The red flags and magic numbers that investors look for in your startup’s metrics – 80 slide deck included!

This was a deck that I created on my (longish) interview process with @a16z. It was a long path, starting with meeting folks at the firm 10 years ago. But the purpose of the deck was to explain how I would use my superpower in an investing context

Here's what I explain in the deck. As investors (whether angel or VC) we're often confronted with an up-and-to-the-right graph. Is it going to go up? Or down?

One solution to forecast these growth curves is the Growth Accounting Framework, where you add up New+Reactivated and subtract churned users. In each time period that gives you the difference in monthly actives.

The problem with this is that it's a lagging metric, not a leading one. We need to go one level deeper and look at the underlying loops that drive these numbers, to understand the quality.

Thread: History of Mogadishu and it’s conquest by Imaam Al Yaqubi

One of the First Imaams of the Hiraab Imamate was Mohamed Ibn Imaam Ahmed ibn Imam Ahmed Ibn Imaam Mohamoud Ibn Imaam Cumar Halol Al Yacquubi (Abgaal) during the year 1097 hijri.

After the collapse of the Ajuuran Abgaal nomads from the interior had started moving to take over the strategic port town of Mogadishu which was then under the muzzafar dynasty. By the 1600s Abgaal warriors had captured the city and set up their base in shingaani.

Mogadishu at the time was a large and well known port town. The Abgaal clan taking over control allowed them to obtain political power and world wide recognition.

Under Imaam Yaqubi’s time in power it’s reported that French merchants had arrived at the port in 1701
and stayed for 11 days. They had attempted to take the city but were successfully repulsed.

THE BATTLE OF SARAIGHAT (1671)

Lachit Borphukan's humiliation of Aurangzeb.

The battle of Saraighat was a naval engagement fought on the Brahmaputra river near Saraighat between the M0ghul empire and Ahom kingdom in 1671.

Guts, resolve and glory!

(Elaborate thread)

Koch was a state situated between the dominions of M0ghuls and Ahoms. For Ahoms, it was a buffer state for keeping M0ghul territorial expansions at bay.(1)

Times changed when the ruler of the Koch kingdom, Nara Narayana passed away in 1587 resulting in Koch being divided into 2. Western Koch was ruled by his son Lakshmi Narayan and the eastern Koch by his nephew, Raghudev.(2)

Lakshmi Narayan formed an alliance with M0ghuls after which he attacked Parikshit, son of Raghudev, in 1602. Parikshit Narayan was defeated while his brother Bali Narayan took refuge in the Ahom Kingdom.(3)

The M0ghuls used it as a pretext to invade Ahom kingdom. The first battle between them took place in 1615 leading to a series of engagements in which both sides had their shares of ups and downs resulting in a stalemate.(4)

(MAJOR NOTE) The reason Manafort took over Trump's campaign in just 3 weeks despite being hired as a mere delegate counter is that ROGER STONE initiated a whisper campaign against Corey Lewandowski. That campaign started...days after Manafort returned from meeting with WikiLeaks.

2/ Stone and Manafort are longtime business partners; we'd expect Manafort to tell Stone what Assange told him, and for him to expect Stone to then pressure the campaign not only to hire him but quickly elevate him.

And who was Stone in touch with at the campaign? Trump himself.

3/ I bet you Manafort's late March emails are very interesting and that some of them are to/from his longtime business associate Roger Stone. And I bet Roger Stone's late March phone calls are very interesting and that some of them are to/from his longtime friend Donald Trump.

4/ At the end of March 2016, Trump suddenly convenes a NatSec meeting. At that meeting he directs his NatSec team to change the RNC platform in July to benefit Putin. Who later takes credit for that change?

Paul Manafort's business associate, Kremlin agent Konstantin Kilimnick.

5/ Why did Donald Trump suddenly convene a NatSec meeting 3 days after he finally hired Manafort? Why did he issue a pro-Kremlin directive at that meeting that Manafort's camp would later take credit for? What did Manafort tell Trump in the days leading up to that NatSec meeting?