Thread Reader helps you read and share Twitter threads easily!
I'm @ThreadReaderApp a Twitter bot here to help you read threads more easily. To trigger me, you just have to reply to (or quote) any tweet of the thread you want to unroll and mention me with the "unroll" keyword and I'll send you a link back on Twitter 😀
— Thread Reader App (@threadreaderapp) November 25, 2017
X thread is series of posts by the same author connected with a line!
From any post in the thread, mention us with a keyword "unroll"
@threadreaderapp unroll
Follow @ThreadReaderApp to mention us easily!
Practice here first or read more on our help page!
Recent
SitRep - 04/01/26 - Ukraine continues to hold near Pokrovsk
An overview of the daily events in Russia's invasion of Ukraine. While Russia is really pressuring, Ukraine continues to hold parts of Rodynske and Myrnohrad. Clean up in Kupyansk is ongoing.
REPOST=appreciated
1/X
An overview of the daily events in Russia's invasion of Ukraine. While Russia is really pressuring, Ukraine continues to hold parts of Rodynske and Myrnohrad. Clean up in Kupyansk is ongoing.
REPOST=appreciated
1/X
Missed the latest SitRep?
As usual we start with Russian losses
In 2020, experts thought Occidental Petroleum was going to go bankrupt.
Today, it is a lean, mean cash machine and a top pick for the world’s greatest investor.
Here is the 10-tweet breakdown of the $OXY "Turnaround" and what it teaches us about business. 🧵
#StockMarket #OccidentalPetroleum #Business #Investing #WarrenBuffett
1/11
Today, it is a lean, mean cash machine and a top pick for the world’s greatest investor.
Here is the 10-tweet breakdown of the $OXY "Turnaround" and what it teaches us about business. 🧵
#StockMarket #OccidentalPetroleum #Business #Investing #WarrenBuffett
1/11
🧵 THE HOOK
In 2020, $OXY stock was worth less than a sandwich. 🥪
The company was buried under $40 billion in debt. Oil prices had crashed to zero. Everyone said they were finished.
Fast forward to January 2026: They just pocketed $9.7 billion in cash. Warren Buffett is the lead cheerleader.
How did they survive? 👇
2/11
In 2020, $OXY stock was worth less than a sandwich. 🥪
The company was buried under $40 billion in debt. Oil prices had crashed to zero. Everyone said they were finished.
Fast forward to January 2026: They just pocketed $9.7 billion in cash. Warren Buffett is the lead cheerleader.
How did they survive? 👇
2/11
🧵 THE CONTEXT
Why does this matter right now?
On January 2, 2026, $OXY officially sold its chemical branch (OxyChem) to Berkshire Hathaway. 💰
This was the final piece of the puzzle to fix their balance sheet.
They are moving from a "Debt Giant" to a focused "Energy Leader." The market is watching because their debt is finally hitting the "safe zone" of under $15 billion. 📉
3/11
Why does this matter right now?
On January 2, 2026, $OXY officially sold its chemical branch (OxyChem) to Berkshire Hathaway. 💰
This was the final piece of the puzzle to fix their balance sheet.
They are moving from a "Debt Giant" to a focused "Energy Leader." The market is watching because their debt is finally hitting the "safe zone" of under $15 billion. 📉
3/11
Supreme Court hears plea seeking reservation for specially abled lawyers in the Bar Council of India
Bench: CJI Surya Kant and Justice Joymalya Bagchi
Bench: CJI Surya Kant and Justice Joymalya Bagchi
Sr. Adv. Manan Mishra (BCI Chairman): there is no scope for their adjustment in the main council. But we can make adjustments in committees.
CJI: ensure there is adequate representation.
CJI: ensure there is adequate representation.
Sr. Adv. Indira Jaising: they shouldn’t be asked to pay the fee for nomination form while contesting elections.
CJI: Mr Mishra, for specially abled persons you only charge a nominal fee when they contest elections. It can be a symbolic amount. Instead of 1.25 lakhs it could be 25000.
Jaising: 25000 may also be a little high.
CJI: Mr Mishra, for specially abled persons you only charge a nominal fee when they contest elections. It can be a symbolic amount. Instead of 1.25 lakhs it could be 25000.
Jaising: 25000 may also be a little high.
Most companies wait for "Record Profits" to launch an IPO. 📈
They want to sell shares when the price is highest. Bharat Coking Coal Limited (BCCL) just did the opposite.
Their profits dropped 83% right before this IPO.
Why is this actually a good thing for smart investors?
Here is the story. 👇
#ValueInvesting #CoalIndia #StockMarket
(1/10)
They want to sell shares when the price is highest. Bharat Coking Coal Limited (BCCL) just did the opposite.
Their profits dropped 83% right before this IPO.
Why is this actually a good thing for smart investors?
Here is the story. 👇
#ValueInvesting #CoalIndia #StockMarket
(1/10)
BCCL is opening its IPO on January 9, 2026.
• It is owned by Coal India.
• They are selling 10% of the company to the public.
But before you look at the price, you need to understand what they actually sell.
(Hint: It is NOT fuel for electricity)
(2/10)
• It is owned by Coal India.
• They are selling 10% of the company to the public.
But before you look at the price, you need to understand what they actually sell.
(Hint: It is NOT fuel for electricity)
(2/10)
The Science (First Principles)
• Think of coal in two boxes:
1. Thermal Coal: Burned to make electricity. (Like a battery). ⚡
2. Coking Coal: Cooked to make Steel. (Like a chemical ingredient). 🦾
• BCCL mines the second one.
• They don't sell energy. They sell the strength inside your car and your house pillars.
(3/10)
• Think of coal in two boxes:
1. Thermal Coal: Burned to make electricity. (Like a battery). ⚡
2. Coking Coal: Cooked to make Steel. (Like a chemical ingredient). 🦾
• BCCL mines the second one.
• They don't sell energy. They sell the strength inside your car and your house pillars.
(3/10)
Thread 🧵
How I analyze Indian Microcap & SME stocks using AI
I focus on asking the right prompts across AI tools.
Just use them on your AI like chatgpt , perplexity and thank me later .
How I analyze Indian Microcap & SME stocks using AI
I focus on asking the right prompts across AI tools.
Just use them on your AI like chatgpt , perplexity and thank me later .
1) Microcap Order Book + Execution Reality Check
Prompt:
“You are an Indian microcap analyst. For [COMPANY NAME] (NSE/BSE), build a structured note covering:
Order book: latest value, segment split (EPC/defence/rail/renewables/etc.), client quality, margin profile, retention/LD clauses, advances, execution cycle, and historical conversion to revenue.
Execution: quarterly execution trend, capacity constraints, working capital cycle, procurement dependencies, subcontracting risk, and site-level bottlenecks.
Red flags: aggressive revenue recognition, unusually high other income, sudden debtor jump, related-party transactions.
Output: a table + a 10-bullet ‘investment memo’ with base case / bull case / bear case.”
Prompt:
“You are an Indian microcap analyst. For [COMPANY NAME] (NSE/BSE), build a structured note covering:
Order book: latest value, segment split (EPC/defence/rail/renewables/etc.), client quality, margin profile, retention/LD clauses, advances, execution cycle, and historical conversion to revenue.
Execution: quarterly execution trend, capacity constraints, working capital cycle, procurement dependencies, subcontracting risk, and site-level bottlenecks.
Red flags: aggressive revenue recognition, unusually high other income, sudden debtor jump, related-party transactions.
Output: a table + a 10-bullet ‘investment memo’ with base case / bull case / bear case.”
2) Management Fraud / Governance Deep-Dive (Microcap)
Prompt:
“Act as a forensic equity researcher. For [COMPANY NAME], perform a management integrity and fraud-risk scan:
Promoter background, past litigations, regulatory actions, auditor changes, resignations (CFO/CS/independent directors), pledging history
Related-party transactions and loan/advance patterns
Cash flow vs PAT divergence (5-year), receivables build-up, inventory anomalies
Auditor notes/qualifications and contingent liabilities
Any signs of round-tripping, channel stuffing, or overstated order book
Give a Risk Score (1–10) and list the top 12 due-diligence questions to ask management.”
Prompt:
“Act as a forensic equity researcher. For [COMPANY NAME], perform a management integrity and fraud-risk scan:
Promoter background, past litigations, regulatory actions, auditor changes, resignations (CFO/CS/independent directors), pledging history
Related-party transactions and loan/advance patterns
Cash flow vs PAT divergence (5-year), receivables build-up, inventory anomalies
Auditor notes/qualifications and contingent liabilities
Any signs of round-tripping, channel stuffing, or overstated order book
Give a Risk Score (1–10) and list the top 12 due-diligence questions to ask management.”
1/ We are done talking about @Namecheap. They released the domain they stole from us. They did not refund anything or even apologize.
This has been horrific, and we will take many steps to lessen the impact of such deplatforms in the future, based on lessons learned.
This has been horrific, and we will take many steps to lessen the impact of such deplatforms in the future, based on lessons learned.
2/ I will write an article about Namecheap's censorship.
I don't normally write, as it is a distraction from software development, archival, and managing a team of people. But this seems like a moment that needs clarifying.
A lot happened in the past few days.
I don't normally write, as it is a distraction from software development, archival, and managing a team of people. But this seems like a moment that needs clarifying.
A lot happened in the past few days.
3/ We will be releasing a desktop app before the end of this year.
We chose web apps to avoid censorship (compared to a mobile app) but web apps can be shut down too.
I believe @Namecheap paid a reputational and financial price, but they still took down our app, for days.
We chose web apps to avoid censorship (compared to a mobile app) but web apps can be shut down too.
I believe @Namecheap paid a reputational and financial price, but they still took down our app, for days.
@rawsalerts @grok how many US bases already in Greenland?
@rawsalerts @grok @grok
@rawsalerts @grok @grok how many US bases already in Greenland?
15 Life-Changing Nonfiction Book's Visual Summary
1. The Psychology Of Money
1. The Psychology Of Money
2. Atomic Habits
3. How to Win Friends & Influence People by Dale Carnegie
🧵 THREAD: Amazing Benefits of Fasting in Vedic Culture 🕉️
1/
Fasting in Sanatan Dharma was never about hunger.
It was about mastery over the senses, purification of the mind, and awakening inner consciousness. ✨
1/
Fasting in Sanatan Dharma was never about hunger.
It was about mastery over the senses, purification of the mind, and awakening inner consciousness. ✨
2/
In Vedic wisdom, Upvaas means staying closer to the Divine, not simply skipping meals.
Food is reduced so awareness can expand. 🧘♂️
In Vedic wisdom, Upvaas means staying closer to the Divine, not simply skipping meals.
Food is reduced so awareness can expand. 🧘♂️
3/
Ancient rishis fasted to cleanse the body of toxins and the mind of distractions—long before “detox” became a trend. 🌿
Ancient rishis fasted to cleanse the body of toxins and the mind of distractions—long before “detox” became a trend. 🌿
#SupremeCourt sets aside dismissal of Madhya Pradesh judicial officer Nirbhay Singh Suliya who was removed while serving as Additional District and Sessions Judge on allegations of corruption and adopting double standard while deciding bail applications under the Excise Act.
Bench: Justice JB Pardiwala and Justice KV Vishwanathan.
Court: Service to be continued till the petitioner reaches age of superannuation, with full back wages.
Court: Service to be continued till the petitioner reaches age of superannuation, with full back wages.
J Vishwanathan: Caution must be exercised by the High Courts in initiating disciplinary proceedings. It should be ensured that only because an order is wrong or there is an error of judgement without anything more judicial officer is not put through the ordeal of such proceedings
BREAKING: Supreme Court to pronounce judgement today in bail pleas filed by Umar Khalid, Sharjeel Imam, and other accused in the 2020 Delhi riots conspiracy case.
Bench: Justices Aravind Kumar and NV Anjaria
#UmarKhalid #SharjeelImam #DelhiRiots #SupremeCourtofIndia
Bench: Justices Aravind Kumar and NV Anjaria
#UmarKhalid #SharjeelImam #DelhiRiots #SupremeCourtofIndia
The Court had reserved its verdict on December 10, 2025.
Read coverage here:
barandbench.com/news/sharjeel-…
Read coverage here:
barandbench.com/news/sharjeel-…
Bench assembles.
WOW! The legendary Rosa Koire, author of Behind the Green Mask: U.N. Agenda 21, said that the U.S. and China were working in conjunction on a "sterilization vaccine" in 2012(!!!).
She knew they were going to launch a depopulation "vaccine" 8 years before Covid kicked off!
She knew they were going to launch a depopulation "vaccine" 8 years before Covid kicked off!
For reference, the evidence proving the Covid injections are depopulation jabs is overwhelming. See thread:
Recall that China and the U.S. had to work together to pull off the Covid scamdemic operation:
