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Most Popular on 30th of June, 2021
Most Popular on 29th of June, 2021
Most Popular on 28th of June, 2021
A business like Universal which controls more than 1/3rd of all published music globally is selling for less than 6x FY20 Sales.
Why are Indian businesses like Saregama / Tips selling for 11x, 20x their sales?
If I include all of the revenue generated by entire firm, its selling for ~4.5x FY20 Sales
Universal Listing Market Cap ~ 40 Billion USD
FY 20 Revenues ~ 8.87 B USD or 7.4B EUR
Catalogue of Music includes every international artist you can possibly name
Either Universal is grossly undervalued or Saregama/Tips are grossly overvalued.
https://t.co/aHzWSYtcUt
Homework for all the interested participants here:
— Intrinsic Compounding (@soicfinance) June 27, 2021
Q1.Why 20% and not 50%+ Margins for UMG
Q2. Differences in dynamics between Western&Indian cos?
Q3. Trends in West vs Trends in India in the industry.
Research and find the answers. My job is done \U0001f601\U0001f64f
https://t.co/v0EMoCuYKX
If you see the ebitda of universal music its low 20% compared to our saregama 30% or tips 50%. So when you compare earnings saregama is 40x and tips is 30x and universal music is 30x. Also these type of companies are less( low or no capex with excellent and growinh cashflows)
— Srikanth V (@mynameisnani75) June 27, 2021
Most Popular on 27th of June, 2021
Curated the best tweets from the best traders who are exceptional at managing strangles.
тАв Positional Strangles
тАв Intraday Strangles
тАв Position Sizing
тАв How to do Adjustments
тАв Plenty of Examples
тАв When to avoid
тАв Exit Criteria
How to sell Strangles in weekly expiry as explained by boss himself. @Mitesh_Engr
тАв When to sell
тАв How to do Adjustments
тАв Exit
1. Let's start option selling learning.
— Mitesh Patel (@Mitesh_Engr) February 10, 2019
Strangle selling. ( I am doing mostly in weekly Bank Nifty)
When to sell? When VIX is below 15
Assume spot is at 27500
Sell 27100 PE & 27900 CE
say premium for both 50-50
If bank nifty will move in narrow range u will get profit from both.
Beautiful explanation on positional option selling by @Mitesh_Engr
Sir on how to sell low premium strangles yourself without paying anyone. This is a free mini course in
Few are selling 20-25 Rs positional option selling course.
— Mitesh Patel (@Mitesh_Engr) November 3, 2019
Nothing big deal in that.
For selling weekly option just identify last week low and high.
Now from that low and high keep 1-1.5% distance from strike.
And sell option on both side.
1/n
1st Live example of managing a strangle by Mitesh Sir. @Mitesh_Engr
тАв Sold Strangles 20% cap used
тАв Added 20% cap more when in profit
тАв Booked profitable leg and rolled up
тАв Kept rolling up profitable leg
тАв Booked loss in calls
тАв Sold only
Sold 29200 put and 30500 call
— Mitesh Patel (@Mitesh_Engr) April 12, 2019
Used 20% capital@44 each
2nd example by @Mitesh_Engr Sir on converting a directional trade into strangles. Option Sellers can use this for consistent profit.
тАв Identified a reversal and sold puts
тАв Puts decayed a lot
тАв When achieved 2% profit through puts then sold
Already giving more than 2% return in a week. Now I will prefer to sell 32500 call at 74 to make it strangle in equal ratio.
— Mitesh Patel (@Mitesh_Engr) February 7, 2020
To all. This is free learning for you. How to play option to make consistent return.
Stay tuned and learn it here free of cost. https://t.co/7J7LC86oW0
Nobody will give you this kind of knowledge in any paid webinar like they gave this in a thread! One more brilliant thread by @ITRADE191 @AdityaTodmal @niki_poojary
In this thread, I'll walk you through my set up, absorb it as much as you can.
— itrade(DJ) (@ITRADE191) June 27, 2021
The instrument that I trade in are Nifty (NF) options
Thanks to @AdityaTodmal @niki_poojary for contributing in making this pic.twitter.com/BrMrGydb1v
Most Popular on 26th of June, 2021
A, Wuhan Seafood Market Positive Environmental Samples, B. Early Local Reports about Animals at the Market
C. CCP Censorship and Police harassment of local activists uploading censored news reports to GitHub.
The original thread was a mess!
2. CCP Censorship & Police harassment of local activists uploading censored news reports to GitHub.
It all started with a simple search query:
"market" "animal" on a github database:
https://t.co/q2HxuUuHKa
Only to find that it had been deleted on github due to CCP pressure!
3. Github is Censorship proof, right?
It does not get deleted! But..
https://t.co/k7BJWUgWDq
Arms get Twisted!
https://t.co/ckzicj7NlE
Please remember these brave young activists for creating a permanent record of censored news from the early days while CCP rewrites history
4. What a shock!
But thanks to the very nature of GitHub, "forks" and "clones" had been made & saved.
The best one is here:
https://t.co/ZWiyWK9SAa
Obviously all in Chinese ;) but tks to Google Chrome we can right click translate to English & find archived scrubbed Chinese news
5. "This is an archive of in-depth reports and personal narratives on the COVID-19 outbreak in China"
Contains media reports, non-fictional works and personal narratives related to the 2020 coronavirus pneumonia.
Part of the archive is provided by netizens, I am grateful.
Most Popular on 25th of June, 2021
Ex- #sastasundar after breakout 145/155 zone , stocks in 2/3 weeks given 30/40% return.
And in 2/3 months it was double ЁЯТЮ https://t.co/9kkc3IV4Lo
I am going to make #priceaction breakout thread with real examples
— V\xb6k\u03c0nT (@Trading0secrets) June 24, 2021
By which u can easily find out blasting stocks.
it is only based on my experience of last 5 years
How many learners are excited \U0001f973
Show your love \u2764 by likes & retweets so that most new one can take advantage.
ЁЯМЯLesson 2 - if stock is making same pattern ( in 2 /3hours chart) after given breakout of (weekly /monthly chart) , then chances of stock going up is much more.
Ex - #HGS after given breakout of Trendline ( range) in monthly chart, again making same pattern 4 hours chart. ЁЯТЮ
ЁЯМЯLesson 3- if stock never come to retest it's weekly & monthly breakout zone then the chances of it's 2x is much more.
EX - #happiestmind everytime consolidating & making new high. ЁЯТЮ
@chartmojo
@charts_breakout
ЁЯМЯLesson 4 - when whole market fall still strongest stocks only consolidate or move down very little.
Ex - when this march market took correction 800/1000 points #jindalpoly just consolidating from that time.
Now ready for new high . ЁЯТЮ
ЁЯМЯLesson 5 - when market recover the strongest stocks recover very fast & will make new high.
Ex - #happiestmind when market take little correction & again bounce little , then #happiestmind made new high before market .