What all do I read to keep myself informed about new opportunities and to keep updating myself with the new happenings in the world?

Time for a thread about all tools I use to research,Find information and update myself about different subjects

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Blog Subscriptions I am subscribed to for investing:

1. @borrowed_ideas
2. Non-Gaap Substack
3. The Flywheel substack
4. Read The Generalist
5. Kiran D- has a blog on word press
6. Uncommon Profits
7. Used to read stalwart but they reduced the posting
8. @rohitchauhan

9. @IntelsenseI
10. @SeekingAlpha
11. @themotleyfool
12. Betaoalpha Substack by @mehrotra_saket
13. @MarcellusInvest
14. @PerfectResearch

Others that I like to read

1. @TheKenWeb
2. @EconomicTimes Prime. Recently they have improved
3. @TheEconomist
4. @forbes_india

Sectoral experts/Analysts that I follow:

For Pharma- @AdityaKhemka5 , @unseenvalue & @punitbansal14 + Contract Pharma for cdmo

For Banking- @HemindraHazari , Digant Haria and Ashish Gupta from Credit Suisse (he's terrific)

For chemicals- Rohit Nagraj from Emkay Global

and chemical weekly+Chemical reports monthly from B&K securities

Broker reports that I like to read whenever I can:

1. Spark capital-hands down the best reports in the country.

2. Ambit- publish some good stuff. But rarely available

3. JM Financial- exceptional reports.

#Thread 1 नवंबर 1979, समय: रात्रि 1 बजे श्री तिरुपति बालाजी मंदिर के गर्भगृह में लटकी विशाल कांस्य घंटियाँ अपने आप बजने लगी।

यह चमत्कारी घटना क्यों हुई और कैसे हुई यह जानने से पहले हमें इस घटना के घटित होने से एक सप्ताह पहले के बारे में जानना होगा। उस समय तिरुमला क्षेत्र पानी की भारी किल्लत से जूझ रहा था। सूखे की स्थिति बन चुकी थी।

तिरुमला पहाड़ी पर पीने के पानी के कुएं भी सूख रहे थे (वर्तमान पापा नासनम जलाशय तब निर्माणाधीन था)। गोगरभम जलाशय का जल स्तर भी तेजी से घट रहा था। मंदिर प्रशासन कड़े निर्णय लेने पर मजबूर था।

तीव्र जल संकट से बहुत परेशान, तिरुमला तिरुपति देवस्थानम बोर्ड के कार्यकारी अधिकारी पीवीआरके प्रसाद ने तुरंत तिरुमला में चल रहे जल संकट से निपटने के उपायों पर चर्चा करने के लिए अपने थिंक टैंक की एक आपातकालीन बैठक बुलाई।

इंजीनियरों ने पूरी तरह से असहाय होने का अनुरोध किया और बदले में कार्यकारी अधिकारी को चेतावनी देते हुए कहा, "तिरुमला मंदिर के टैंकों और जलाशयों में अब बहुत कम पानी के भंडार हैं जिन्हें केवल बहुत सीमित समय के लिए ही परोसा जा सकता है।

You talk something, Someone picks it and makes it bread & Butter..
Nothing can be better than this..

#Float #Trading

Another Superb Blog by @badola_arjun . This time on Apollo Pipes 🏗️🏗️

This completes our PVC/CPVC pipes industry analysis. Done with Astral,Prince and Apollo 😀

Link to read🔗: https://t.co/Ib40q9Fg3g

#IEX just broke out of a flag consolidation
Volume has been very high since last upmove started
RSI & MACD having great momentum
Bollinger is still expanding

If stock can maintain above 590-600 it can rally towards 740 or higher as indicated

#Nifty #stockstowatch

Not a trading call, academic post

#Thread
हिन्दू धर्म के 10 महत्वपूर्ण रहस्य:-

हिन्दू धर्म एक रहस्यमयी धर्म है। यह एकेश्‍वरवादी होने के साथ-साथ इस धर्म में देवी-देवता, भगवान, गुरु, पितृ, प्रकृति आदि को भी पूर्ण सम्मान दिया गया है। पाप और पुण्य की विस्तार से चर्चा की गई है।

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न्याय और अन्याय की भी परिभाषा बताई गई है। कर्मफल को भाग्यफल से महत्वपूर्ण माना गया है। पुनर्जन्म में इस धर्म की गहरी आस्था है। यम और नियम के सिद्धांत इस धर्म के मुख्‍य सिद्धांत हैं। प्रार्थना, व्रत, तीर्थ, दान और... प्रत्येक हिन्दू का कर्तव्य है।

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ज्ञात रूप से इस धर्म के 12 हजार वर्ष प्राचीन इतिहास एक रहस्य ही है।

पहला रहस्य...
कल्प वृक्ष : वेद और पुराणों में कल्पवृक्ष का उल्लेख मिलता है। कल्पवृक्ष स्वर्ग का एक विशेष वृक्ष है। हिंदू धर्मग्रंथों के अनुसार यह माना जाता है कि...

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इस वृक्ष के नीचे बैठकर व्यक्ति जो भी इच्छा करता है, वह पूर्ण हो जाती है, क्योंकि इस वृक्ष में अपार सकारात्मक ऊर्जा होती है। यह वृक्ष समुद्र मंथन से निकला था।

दूसरा रहस्य...
कामधेनु गाय : कामधेनु गाय की उत्पत्ति भी समुद्र मंथन से हुई थी।

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यह एक चमत्कारी गाय होती थी जिसके दर्शन मात्र से ही सभी तरह के दु:ख-दर्द दूर हो जाते थे। दैवीय शक्तियों से संपन्न यह गाय जिसके भी पास होती थी उससे चमत्कारिक लाभ मिलता था। इस गाय का दूध अमृत के समान माना जाता था।

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I joined @Justsiva123 after watching him on E-Learn Markets.

I stopped trading after losing my money and moved to investing but I am still part of the mentoring group where I see one of his so claimed Star Trader Swaminathan posting 5L - 10L Screenshots every day.

I always doubted him because he said that he never lost intraday after march 2020. Also claimed that he manages 5 Cr Fund and Makes 1% every day on it.

Yes, so every day some ~5L rs and Siva also supports his claims and has made him a mentor.

Siva also keeps on praising him for his fast skills and whenever a traders lose money he will say

" Look at Swami, how he does it so fast you guys need to work on your execution in scalping. "

Today also Swami posted a 5.92L Profit, and praised Scalping and Siva.

When look Closer, the Total Buy Price is greater than Total Sell Price. So looks like he made a loss on 4.7L but used the Yellow Marker to HIDE the " - " sign and posted it as a profit.

When he was questioned by a trader he said, it is a problem with NEST.

All other strikes are fine but for this one strike only NEST has issues.

Today my patience gave up because he has been doing it from more than 9 months and lying everyday.

Recently in a live session he was not able to take a single trade.

Kindly RT to stop this scam.

Q&A 161

Read this 🧵to understand ROE, PE & relationship between them.👇

PE expansion to bridge the Gap (if any) between ROE & PE.

RT if you find this helpful.

1

ROE is PE's brother from another mother / Half-brother (Sautela Bhai)

@Atulsingh_asan

2

ROE & PE definition continued..

Keep an eye on Equations !

3

Establishing Relationship between ROE (profitability) & PE (valuation).

Replace Market Capitalization with Book value in Earnings Yield (or PE) we get ROE.

4

Understanding ROE & PE deeper with Dupont Analysis.

5

#FNO stocks for tom intraday trading 07/09/21
Camarilla squeeze strategy.

#Thread
क्या आप जानते हैं गुरुकुल कैसे खत्म हो गये ?

भारतवर्ष में गुरुकुल कैसे खत्म हो गये ?
कॉन्वेंट स्कूलों ने किया बर्बाद, 1858 में Indian Education Act बनाया गया।
इसकी ड्राफ्टिंग ‘लोर्ड मैकोले’ ने की थी।
#भारत_मांगे_गुरुकुल

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लेकिन उसके पहले उसने यहाँ (भारत) के शिक्षा व्यवस्था का सर्वेक्षण कराया था, उसके पहले भी कई अंग्रेजों ने भारत की शिक्षा व्यवस्था के बारे में अपनी रिपोर्ट दी थी।
अंग्रेजों का एक अधिकारी था G.W. Litnar
और दूसरा था Thomas Munro
#भारत_मांगे_गुरुकुल

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दोनों ने अलग अलग इलाकों का अलग-अलग समय सर्वे किया था। Litnar, जिसने उत्तर भारत का सर्वे किया था,
उसने लिखा है कि यहाँ 97% साक्षरता है
और Munro, जिसने दक्षिण भारत का सर्वे किया था, उसने लिखा कि यहाँ तो 100% साक्षरता है।
#भारत_मांगे_गुरुकुल

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मैकोले का स्पष्ट कहना था कि भारत को हमेशा-हमेशा के लिए अगर गुलाम बनाना है
तो इसकी “देशी और सांस्कृतिक शिक्षा व्यवस्था” को पूरी तरह से ध्वस्त करना होगा
और उसकी जगह “अंग्रेजी शिक्षा व्यवस्था” लानी होगी...

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और तभी इस देश में शरीर से हिन्दुस्तानी लेकिन दिमाग से ~अंग्रेज_पैदा_होंगे और जब इस देश की यूनिवर्सिटी से निकलेंगे तो हमारे हित में काम करेंगे। मैकाले एक मुहावरा इस्तेमाल कर रहा है :
“कि जैसे किसी खेत में कोई फसल लगाने के पहले पूरी तरह जोत दिया जाता है वैसे ही इसे जोतना होगा 👇👇

Why Reading and observing different trends matter.

Time for a thread with a live example that is playing out in front of us! 🎵🎵

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“What is elementary, worldly wisdom? Well, the first rule is that you can’t really know anything if you just remember isolated facts and try and bang ‘em back. If the facts don’t hang together on a latticework of theory, you don’t have them in a usable form.”- Charlie Munger

Charlie Munger who is the partner of Warren Buffett, has over the years explained the importance of creating a latticework of mental models. That is basically combining theory with live practical examples

One of the most interesting mental models he talked about in his books was that of Autocatalysis (lets understand this and how we can apply it to a live example):

"Disney is an amazing example of autocatalysis. They had all those movies in the can.

They owned the copyright. And just as Coke could prosper while refrigeration came, When the video cassette was invented, Disney didn’t have to invent anything or do anything except take the thing out of the can and stick it on the cassette.

#FreeTip If u r not used to any other adv strategies, just try this simple technique;
1) Mark PDL,PDH,PWH,PWL,PMH, PML.
2) Trade only at these levels based on price action. Either price will reverse at these levels or break.
3) Don’t trade at any other zone.

Here is the detailed information of about strategy,

Entry time : 9.30 - 10
Exit : Upto you

Strategy :
Sell weekly ATM CE & PE at almost equal price
For ex : Sell Nifty 17250 CE at 50 and Nifty 17250 PE at 48 so it will become short straddle

Buy monthly ATM or near ATM CE & PE at matching price (5-10 points diff should be fine) as hedge
For ex : Buy Nifty 17250 CE at 150 and Nifty 17300 PE at 155 so it will become long straddle.

Weekly Short straddle + Monthly Long straddle

Adjustment:

• If you feel slightly bullish/bearish then no adjustment needed
• If Nifty moves 50 up or down and sustain then just simply roll up or down half of qnty and keep rest of the quantity. If market goes up or down further then roll up or down rest.

• If Nifty moves one side or about to breach BEP then add equal amount of lot. This can balance tested side. For ex: If I bought 17300 CE 4 lot as hedge then add 4 lot so you will have only one side risk . Note: Remember to keep SL at cost price (only for additional lot bought)

Capital requirement:
2.2 L for 4 lot
Adjustment requires additional capital upto 1L

Note : High risk high reward strategy, please don’t execute until you fully understand. Kindly do paper trading or backtest.
RR : 1:1
POP : 45-55%

Sep 1, 2021, fresh month starts with a challenge i.e. introduction of Peak Margin rules by SEBI

Time for a 🧵

Lets demystify the Peak Margin rules and try to find solutions for the option sellers!

Peak Margin by SEBI:
• 100% upfront margin for intraday trades in the derivative segment
• Effectively MIS orders = NRML orders, as both will attract same margin in the derivative segment
• Minimum margin for equity intraday trades will be 20% of trade value i.e. 5X leverage

How things used to operate erstwhile?
• Until last year there were no standardization of leverage
• Brokerage firms used to offer their clients intraday leverage of 5x, 10, 15x, 20x etc. as margin reporting was done on EoD basis

• Brokerage firms were allowing customers to take intraday positions with margins far lesser than required via products like MIS, BO, CO, etc. as the positions used to get squared off before the trading hours

• Eg: If 1 lot of Nifty futures require (SPAN + exposure of) Rs. 1.1L, brokerage houses would allow to trade with just 20-30% of this amount i.e Rs. 33k

How To Execute when Trading (Thread)

Trading is a matter of preparation, discipline and execution.

Execution is about reacting to what we see on the charts in accordance with what you have already planned out when the market is closed.

The reason we plan our actions beforehand is because our emotions are at a lower state and we are more objective at that point in time.

Many traders often have the same watchlists going into the week but when the opening bell rings and setups emerge, the traders who can execute have the best performance.

Trading execution begins with research and preparation.

I've heard Google Cloud or AWS will provide up to $100K in credits for new products/startups.

Anyone know about/done this? Where can I learn more?

Cc @AWSstartups @googlecloud