Discover and read the best of Twitter Threads about #Investing

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#investinglessons // Years of investing in the stock market has a special effect in humbling the investor and broadening his/her horizons like never before. When I first started out, I would have never bought a stock at its all time high ...
2) Regardless of how much I fancied its underlying business. Books that I had read ingrained me a desire to find “undervalued” companies, not “overpay”, & have a “margin of safety”. As a result, I picked many “undervalued” companies that were of poor quality.
3) These companies continued to stay “undervalued” for many years, lagging behind higher quality companies that continued to post even higher 52weeks highs. I ended paying huge opportunity costs in holding them despite my low entry price.
Read 7 tweets
#Investing in #Nigeria: What Should You Prioritize?

Anytime I teach about wealth, I give an important advice: If you don't know what to do with money, you will eventually lose it when you get it. 🧵
The time to design your life is ideally before you become wealthy. Writing down your priorities gives you a keen sense of focus when you finally blow. You don't lose your head or become confounded.
Regardless of what you choose to do with your wealth, here are five things I think you should prioritize:
Read 10 tweets
In every market cycle, value investors don't make money during the blow out phase.

When markets correct thereafter, value investors lose some money.

Then, when do value investors make money? What gives them higher returns?
#investing #valueinvesting
Most followers actually don't know the answers. In fact, many possibly even question if value investors actually make decent money. They expect returns to always show up in a linear, visible mode.

But where value investors focus upon, this can never happen. #investing #nifty 2/7
When you keenly follow a value investor without understanding his mindset, timeline & investment style , what happens?
It could lead to your own behaviour & weakness impacting far more than merit of the borrowed ideas.His strengths are not going to work for you. 3/7 #investing
Read 7 tweets
A #thread on the largest wealth transfer in history

This comes from the notes that I took in August when attending the Private Wealth Forum in Palm Beach this year

#wealthpreservation #wealthcreation #investing #familyoffice
- US$48 Trillion are going from Baby Boomers to Gen X and Millennials

“People worry more about not having enough money more than taxes” - Vincent Munno

- US$122+ Trillion in UNFUNDED liabilities (USA)

- 328 Million population (USA)
- 122 Million taxpayers
- 116 Million benefits recipients

This means that taxes MUST rise.
Read 9 tweets
1/ in the following thread I am going to show how issuing equity can cost dearly over time. Here’s $CAR.U initial IPO portfolio from 1997. Note that every building except for one is in the GTA. Total suite count is only 2,900 #reits #investing #realestate
2/ $CAR.U had a small portfolio by today’s standards, but there were only 8.723 mln shares outstanding in 1997. This means every 1000 shares got you 0.332 of an apartment suite...and that suite was “sweet” with 86% exposure to the GTA
3/ The suites were appraised at that time at an eye-popping 8.8% cap-rate. Rent growth was lower then and the REITs average debt cost was 6.48%
Read 14 tweets
Hello everyone,
Initially, I had no intention of writing this note.
Before we continue...I hope everyone understands that we do not provide any advisory
services. All information is only for educational
purpose and not investment advice.
2) Nifty from its all-time high of around 12000 has only come down to somewhere around 10800,
correction of only about 10%.
I strongly believe market movements of less than 20% do not even deserve a comment.
3) When people say, “ There is blood on the streets, why don’t you comment on the market ?”
All I can think of replying is, “There is no blood on the street, there might be blood only in your
portfolio :p ”. Because you might have bought a lot of small-cap at a PE ratio of 100.
Read 46 tweets
0/ I've sat on this post idea for a long time but 4,200 words later here's "The Antidote to Getting a VC Job: 10 Prescriptions for Aspiring Investors". TLDR summary in this thread 👇🏾
Here are 10 prescriptions (I originally called them commandments but that felt too authoritative!) for people trying to get into #VC or #tech #investing

1/ Don’t ask for help. Be the helper.
2/ Don’t cold contact. Build relationships.
Read 13 tweets
After having read so much about how Amazon does not really lose money but constantly grows without reporting too much of a profit, I decided to finally take a dive into its financials over the last 15 years. In only about 20 minutes, my mind is already blown. 1/n #amazon
I started at 2003. Their financial statements start with cash flows. I'm not sure if that's the US GAAP convention but if it isn't, right out of the gate it says something about management's priorities. 2/n
In 2003, Amazon reported a net income of $35m. But operating cash flows of an incredible $392m. Two important bits stand out for me in there. Stock based comp. of $87.7m and an increase in accounts payables of $167m. That's ~$254m of cash you get to expense. 3/n
Read 9 tweets
Alright let's get this through.
My key takeaways from the latest @OwnMarket AMA, and why they make me more bullish than before.

18 tweets so stay focused. 😉

Let's go:

$CHX #STO #securitytokens #Blockchain #Crypto #Bitcoin #Exchanges #gaming #mobilegames #ETH #investing
Let's start with the big one. The first STO (project Crowd) is now confirmed to launch its raise in September, this will be accompanied with a huge marketing campaign.
Remember for every #STO, $CHX gets locked away depending on the total raise.
1 month to go 😎
OWN now has officially signed a cooperation with Raiffeisen Bank who will support them in the STO space and also with their upcoming Stock exchange.
This is an impressive bank with over 2 million customers which has received several "best bank" Awards. #banking #crypto $CHX
Read 18 tweets
1) On 25 July, Tribeca's Commodity Trading Specialist Guy Keller gave an excellent presentation outlining their #bullish #Investment case for #Uranium, expecting to increase their exposure to #U3O8 sector over rest of 2019 as #nuclear demand grows...…
2) Summary: drivers for higher #uranium prices include growing #demand for #nuclear #energy, #China reactor builds, recent #U3O8 supply cuts & long lead times to recover, mines unprofitable without 50% U price rise, inventories down as contracts roll off, 232 uncertainty gone...
3) #Uranium will play an increasingly important role in global supply of clean, stable, #nuclear base-load power generation given today's focus on environmental improvement amid rising global demand for #CarbonFree low emissions #electricity...
Read 17 tweets
New to the stock market? Get started with this primer!

Road to Financial Freedom:…

#wealth #financialplanning #WealthManagement #freedom

For investing, I follow Mark Minervini's trend template / methodology to identify Superperformance stocks. Read his books:

Trade like a Stock Market Wizard:…

Think & Trade Like a Champion:…

#investing #superperformance #stocks 2/n
The screener I use to identify stocks that satisfy @markminervini 's trend template:…

You also need to manually check for
1. Volatility contractions - Price, Time and Volume
2. Number of Stage-2 bases < 3
3. Magnitude of previous Stage-4 fall < 50%

Read 6 tweets
is market fairly valued or not?
understanding few basic concepts
The earnings that we generally expect to grow by 14-15% every year, assuming the real growth of GDP to be 8% and inflation to be 6%.
In the last 4-5 yrs the GDP growth has disappointed. (1/n)
That does not mean we believe the growth rate expected in future should be lowered, we still believe based on RBI and govt comments that India is a country where to employ the large number of people that join the workforce every year, we need 8% real GDP growth and (2/n)
Read 21 tweets
To learn #swimming, one need to be comfortable going subcutaneous. One needs to be comfortable breathing out under water. Until one does that once can't swim properly.
It's part of the swimming process.
1) Breathe in outside
2) take your face under water breathe out gradually
3) use your hands & legs to propel forward
4) pull your face outside water
5) Repeat
Most green horns focus on other things, not doing step 2 for the fear of drowning. Ironically, it is the step 2 which will help them the most in not drowning and swimming efficiently.
Read 5 tweets
If a person cares to get the right advice early in his #investing journey, outcomes will be far superior.

Where outcomes are poor or ordinary, the quality of #advice is the most likely cause.

Investors unduly worry about returns, even when quality of investing is decent. 1/5
Every step of my #investing journey, I received #GoodAdvice & #value everything I was taught. To this day, I seek constantly advice from the wiser. What I get, I freely give. As I learn, I teach. I rarely forget what was taught from day1, though my early Gurus are no more. 2/5
The early years are crucial. Starting with virtually nothing, we need to get #GoodAdvice, wise counsel & emotional support. From a few 1000s to one's first Lakh is the toughest part. From a lakh to a million is not easy either. Scale must be carefully sought. Most fail here. 3/5
Read 5 tweets
Are you ready to scale up your real estate business for Good?

1. Start small - 1 unit of a not too expensive property option and put it to work

2. Reinvest the yield/profit to a bigger opportunity. Bigger could mean a different environment or yield opportunity

3. Switch into multi unit opportunities- could be residential or retail. Controlling more units means more profits with literally the same effort.

4. Upgrade into owning your own building or property fully. This is easier and more viable with mixed use commercial units.
Because you can now have your offices within the building at almost no cost to you.

If you choose to do same with residential units, it might be worthwhile to also live in one of the units

Read 3 tweets
I am always fascinated by those pithy & witty one liners which pack so much meaning in them.

In this thread I will share some of my favorite #quotes on #investing
Read, Ponder!

1. "If you don’t know who you are, the stock market is an expensive place to find out" - Adam Smith
2) “How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.” — Robert G. Allen

#quotes #investing
3. " Eagles don't flock" - H. Ross Perot

Just three words but conveys so much......

Read 21 tweets
[thread] The real reason why Indian real estate is suffering: by @babablahblah_

India's youth does not want to buy a house. period
@babablahblah_ 1/ The younger generations (read millennials) don't see why they should make a 30+ year commitment to a single investment which end up rooting them to a single location.
@babablahblah_ 2/ It's hard to justify to them why they should invest money into real estate (which is highly complex and illiquid) instead of buying mutual funds or investing into SIPs (which are easy to understand, can be traded with an app and provide instant liquidity).
Read 9 tweets
Attracted by infamous #ViolentUpside of past #Uranium Bull Markets? 🚀🌜 #Investment choices are limited in this tiny niche sector with only ~60 companies left standing of over 500 #U3O8 related #stocks a decade ago. In this thread I will try to lay out some #investor options..🗂️
For lowest risk #investment in #uranium best option is a traded Fund that holds Physical #U3O8. ⚛️ In North America that's Uranium Participation (#TSX: $U OTC: $URPTF) & in #UK that's Yellow Cake PLC (#AIM: $YCA). A 3rd choice, Uranium Trading Corp $UTC, is set to IPO in US. ✍🏼
If you prefer to #invest in baskets of #uranium #stocks through ETF's for 1-trade in & out #U3O8 sector exposure, only 2 real choices. In North America, Global X Uranium ETF $URA on #NYSE, Indexed by Market Cap📊 In UK, Geiger Counter Ltd Fund on LSE: $GCL cherry-picked by PM's🍒
Read 19 tweets
Just landed in #Thailand & looking forward to speaking at the @AfiForum. At the event? Come say hello. #AFIF2019.
500+ of the world’s leading #investors & #FI will explore investment opportunities to foster inclusive financial markets across #AsiaPacific
#Davos #WEF19 or here at the Asia Financial Institutions Forum @AfiForum #AFIForum 2019 in #Bangkok: something to ponder this #MLKDay weekend & beyond. #microfinance #accessstocapital #fintech #finance #inequality
Read 20 tweets
If you know why you are investing, for whom and for when, you will invest responsibly. 1/5

#investing #mutualfunds #MutualFundsSahiHai #financialeducation #financialplanning
Goals help you hold your guard, make for good markers and act as effective milestones. #mutualfunds #MutualFundsSahiHai #financialeducation #FinancialFreedom #financialplanning 2/5
Successful investors also need to plan. They need to manage their risks and returns actively. Being clear on their do’s and don’t’s helps them avoid investment mistakes, skirt blunders and wisen choices. #mutualfunds #MutualFundsSahiHai #FinancialFreedom #financialplanning 3/5
Read 5 tweets
Some segments from the interesting 'Men & Mysteries of Wall Street' by the eloquent J.K. Medbery published in 1870. It holds many good insights as well as being a reminder of how little things changes in the affairs of mankind, especially in the financial sphere. #SundayReads
Boom time - riding the bull in mindless bliss to a permanently higher plateau...until the crash when liquidity showed itself - as it always does in such scenarios - to be a coward who was no where to be found when needed the most..#LessonsFromHistory #Investing
The confidence game turns into the CONfidence game & the unravelling starts again with 'bulls shivering & the bears jubilant' - Congress disposed to fan the speculative flame - The irresistible allure of stock speculation - Mania is when the 'hen-brokers' come out..#Investing
Read 5 tweets
Midway through Ronald Kahn's wonderful book 'The Future of Investment Management'.

The 1st half is solely focused on the evolution of investment management through the last 4 millennia.

And rightly so. Because #history matters.

A quick summary below.

[Retweet if helpful]
Investing as we know it today did not exist before the stock market crash of 1929 & the Great Depression that followed.

Slack regulations, inadequate company disclosures & the general inability to systematically analyse investments kept most investors out of the market.
This state of affairs, however, was soon changed by gurus like Graham, Dodd, Markowitz, Sharpe, Burr, Ross, & others who provided a systematic framework to analyse securities, define risk, & efficiently manage portfolios.
Read 25 tweets
Investing Presentations:

(a) "The Checklist" by @MohnishPabrai: (Courtesy: @valuewalk)

(b) Mental Models:

(c) "Value Investing" by Sanjay Bakshi:

(d) @jvembuna on Value Investing:
Learning Resources:

>> October quest presentations from @PPFAS:

>> Wealth Creation Reports (1996-2018):

>> FREE course on Financial Statement Analysis:

>> Fidelity Learning Centre:
Top 5 books that every serious investor must read

1. One up:

2. Common stocks:

3. Intelligent investor:

4. Rich Dad:

5. Five rules of investing:
Read 15 tweets
Bridgewater's asset classes environmental boxes framework and its All Weather asset allocation. Each bucket does well in a particular economic environment. #investing
The world is shifting towards slower growth relative to expectations, as markets underestimate the impact of reduced central bank liquidity. Not sure where we are on the inflation side, as inflation expectations have already shifted up drastically in the last two years.
Want to get large asset allocators like Bridgewater interested in bitcoin? Prove how it responds to varying growth and inflation relative to expectations.
Read 4 tweets

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