Discover and read the best of Twitter Threads about #Investment

Most recents (24)

Problem: Underserved founders have limited access to capital

Solution: Create more investors 💰 with different approaches to venture investing

🧵👇 Image
There are now more and more syndicates and platforms for angel investors and even micro-angels both in the US and Europe that can help you invest in emerging VC funds (normally small and top performing) with as little as 1k (sometimes less)
Give a ❤️ or comment along if you want to learn more. Gauging level of interest. I'm happy to DM you some of my favourites :)

#investing #investment #angelinvestor #venturecapital
Read 4 tweets
After a decade of working on it, my book is finally out with @OUPLaw.

The book argues that we have entered a new era: a backlash against #investment arbitration has given way to a backlash by arbitrators as new treaties produce old outcomes.🧵(1/9)

Intro oxford.universitypressscholarship.com/view/10.1093/o…
The book (1) charters how states have reformed their investment treaties, (2) tracks how these reforms have been dulled or reversed in investment arbitration, & (3) suggests ways to shift the regime's centre of gravity from old to new treaties. (2/9)
Why spent 10 years on this? Because it was fun to write about but also because it is important.

States seeking to rebalancing investment protection with host state policy space have changed the law in the books, but not the law in action. (3/9)
Read 9 tweets
"Cost of #agedcare could double" according to .@GuardianAus headline. But what if it was an investment .@AnikaWells .@Tony_Burke .@mark_butler_MP ? #auspol 🧵 1/8
Despite world’s highest number over 80s in #agedcare (~20% v 14.6% in NZ, 6% in US), #auspol only between ~1.2 per cent of GDP aged care – about 2/3 of the OECD average of 1.7 per cent, according to OECD in 2019. 2/8
Average now ~1.5%. Scandi countries spend 3.5% of GDP on #agedcare, "reflecting more advanced, gov managed LTC systems." Switzerland, France, Belgium, Finland, the United Kingdom, Germany & Japan spend 2-2.5%. oecd.org/health/health-… 3/8
Read 9 tweets
The @federalreserve’s Federal Open Market Committee raised the target range for the Federal Funds #policy rate by 0.75% yesterday, to between 1.50% and 1.75%, as was increasingly anticipated.
The move by the #Fed to progress faster to neutral will be applauded in the long run by the #economy, business decision-makers and ultimately by# markets.
Like putting your car’s transmission (automatic or manual) into #neutral, getting to that place allows for decision-making flexibility given changing road conditions, particularly when the road to the #destination has become increasingly #murky.
Read 13 tweets
How many stocks should you have in your portfolio? 🤔

Here's a 🧵 on Ideal Portfolio Mix ⤵️

#StockMarket #Investment
An investor majorly faces two types of risk: market risk and company specific risk.

Market risk is certainly inevitable but non-market risk i.e. the uncertainty of a specific area of the market or specific stock can be managed through proper diversification.

#nifty50 #NASDAQ
Diversification basically means spreading your investments in various categories of assets, which helps earn the desired returns without exposing your portfolio to high risk.

How much diversification is enough?

#inflation
Read 12 tweets
Ratios can be misleading if you don't read between the lines! 🧐

For instance,
Company A margin = 5%
Company B margin = 12%

If both companies are eerily similar, which company will you invest in?

Blind guess: Company B?

You could be wrong. Here's why ⤵️
What if we say, despite a low margin, company A generates more Return On Invested Capital (ROIC) than company B! 🤯

Company A's ROIC = 90%
Company B's ROIC = 60%

Don't believe?

Let's breakdown ROIC to understand better ⤵️

#investing
ROIC = Profit / Capital

This can be split into:
Margin = Profit / Revenue
Turnover = Revenue / Capital

So, ROIC = Margin * Turnover
Read 6 tweets
Mutual Funds - The Future of Investing

A decade of pension fund growth in Nigeria has prepared the ground for a boom in the country’s mutual fund sector.

Investments in carefully constructed higher performing risk-managed funds now outperform interest on bank deposits and... Image
...even land.

In 2020 alone, for example, assets under management in Nigeria’s Mutual Funds grew by 50% - topping N1.6 trillion.

Mutual funds are investment funds that pool money from many investors to purchase securities, like stocks, bonds, money market instruments,....
....and other assets.

Mutual funds are operated by professional money managers who seek to assemble the right mix of funds, balancing risk with growth according to investors’ risk appetite, growth needs and investment horizons.

It is in the management of these funds that...
Read 4 tweets
JUST IN
Retail sales -11.1% y/y [Est.-6.1%, Prev.-3.5%]
Industrial value-added -2.9% y/y [Est.+0.4%, Prev.+5.0%]
Jan-Apr Urban fixed investment +6.8% y/y [Est.+7.0% Prev.+9.3%]
Urban surveyed unemployment rate +6.1%[Est.+5.8% Prev.+6.0%]
#China #EconTwitter 🇨🇳 1/n
In April, #China's total retail sales were recorded at 2.95 trillion yuan, down 11.1%y/y or down 0.69% m/m.
Among them, retail sales of goods were 2.69 trillion yuan, which declined by 9.7% y/y; The total revenue for the catering industry was 260.9 billion yuan, down 22.7%.
2/n ImageImage
#China's January-April #realestate development investment fell by 2.7% y/y to 3.9154 trillion yuan.
Residential housing sales areas dropped by 20.9% y/y to 397 million square meters, and the total sales dropped 29.5% y/y to 3.7789 trillion yuan. 3/n ImageImage
Read 6 tweets
#Inflation will always be one of the prime reason of making #investments in #Equities. Rest depends up on #investors behavior, asset allocation & the #goals. Focus on 'Real Return' not marketing gimmicks. #SaarthiZarooriHai
& #PlanZarooriHai with #MasterMindFinnAsset (1/n)
#Investment decisions contribute in a big way to inflation-proofing your #mutualfund portfolio. Frequent churning, performance chasing & exiting at the first sign of volatility lead to sub-optimal gains. (2/n) #MutualFundsSahiHai #investing #investors #StockMarketIndia
Avoid making impulsive #investing decisions based on predicted short-term changes in the #economy. Make sure any strategies you use to hedge against #inflation align with your overall #FinancialFreedom plan & assists to meet your #financial #goals. (3/n) #goalsetting #investing
Read 6 tweets
How much #China and #Russia cooperate in spreading #propaganda and #disinformation in Europe? With my colleagues @VBlablova and @Pavel_Havlicek_ we looked at the issue and mapped 30 months of China-related messages found in pro-Kremlin #media in the Czech Republic. Threat 🧵
Specifically, we focused on 5 key topics: #5G, Chinese #investment, protests in #HongKong, #Xinjiang and #Taiwan.
Three findings which surprised me the most?
1⃣There are, indeed, quite interesting (read: potentially effective) attempts to localize.
2⃣ On some issues, such as Hong Kong, 20% of all agenda setters were of the Chinese origin. On 5G issue, 24% of all cited sources were Chinese, while additional 14% were Russian. These agenda-setters set the tone of the texts published in Czech.
Read 7 tweets
“interconnection queues” and obtaining the necessary #ImpactStudies and #permits from #each grid operator has risen from around 2.1 years for projects built in 2000-2010 to around 3.7 years for those built in 2011-2021.

#decentralizedgrid issues are key.
wired.com/story/everyone…
"researchers found that only 23% of the projects seeking grid connection between 2000 and 2016 have actually been built."

“The grid operators have limited staff to conduct these studies,”
“Maybe they haven't ramped up their workforce quickly enough.”

#Gridlock
#SkillShortages
The inability of #renewables to deliver #LargeScale solutions may NOT be due to #financing constraints. #Regulatory ones matter too.

As prices fall, the gap btw #LevelisedCostOfEnergy for #Rooftop and #SolarUtility shows, scale matters.
Alot.

#LCoE
#Investment
#DrawDownLabs
Read 3 tweets
Unravelling the most awaited and #LARGEST #IPO of #India. #LICIPO #LIC #Investing #Equity #DRHP
Random FACT - LIC is a part insurance and part investment products company.
The price band is set at Rs 902 - Rs 949 per equity share, and I find it very attractive.
Read 24 tweets
Parlare di reddito fisso, o come dicono gli inglesi fixed income, suona quasi strano di questi tempi. Eppure ci sono società che raccolgono la sfida di offrire strumenti di investimento nella formula ETF orientati proprio a produrre fixed income [...continua nel thread] #finanza
[...] che letteralmente altro non è che il pagamento di importi fissi secondo un programma fisso.
Una di queste è Tabula Investment Management, di matrice britannica molto ingaggiata nelle priorità ESG e con un track record di valore nel credito
[...] (e oggi si può forse dire che il credito non rappresenti uno dei rischi/ opportunità?): ho avuto l'occasione di conoscere questa società a un evento da loro organizzato nei giorni scorsi.
Read 7 tweets
Market share of Brokers📊

FY20 FY21 FY22
• Zerodha 14% 20% 18%
• Upstox 6% 12% 15%
• Angel One 6% 9% 10%
• Groww 0% 4% 11%
• ICICI Sec 11% 9% 9%

What an amazing journey of @_groww🚀
@_groww Growth of a few other brokers over the years. 📶
Track the performance of listed brokers on ticker.finology.in/sector/finance…
Read 4 tweets
We are LIVE tweeting the panel discussion with @SenatorWong, @DrSJaishankar, @JoaoCravinho, @stephenharper, @Cold_Peace_, @vtchakarova and @samirsaran

Stay tuned for updates!

Join us using this link:

#RaisinaDialogue2022 #TerraNova
.@Cold_Peace_: What stands out for #Indiaat75 is that it is a stabilising actor. It is fairly remarkable that #India has risen quickly. In stark contrast to China's position, India is treating other countries with respect and has been a friend of the #West.

#Raisina2022
.@Cold_Peace_: It is very important to distinguish between criticism in #freepress and government policies. The #US government policies have been consistent in the last two decades. All countries want to do more business with #India.

#Raisina2022
Read 21 tweets
#Raisina2022 | Check out the interesting and diverse discussions lined up for tomorrow at the #RaisinaDialogue2022

Let's debate, discuss and deliberate!

Find the AGENDA here: orfonline.org/raisina-dialog… Image
We kickstart the final day of #Raisina2022 with a Welcome Address by Meenakashi Lekhi (@M_Lekhi), Minister of State, Ministry of External Affairs, India.

Find the AGENDA here: orfonline.org/raisina-dialog… Image
How are current & #emtech shaping our assessments of risks, alliances & national security?

Join @TimSCahill1, Adm R Hari Kumar, @CDF_Aust, Gen Koji Yamazaki, Adm John C. Aquilino (@INDOPACOM), Air Marshal Luc De Rancourt, @Lisa_Singh for an exciting discussion at #Raisina2022 Image
Read 13 tweets
Biggest Stock Market Myths! 🤯

⚠️ It’s Gambling
⚠️ Require Strong Knowledge
⚠️ Require large capital to invest
⚠️ Can time the market
⚠️ All stocks eventually fall in value
⚠️ High risks = high profits
⚠️ Experts/Advisory Required

#invest #stocks
▣ Stock market is like gambling 🎲♠️

While gambling is all about game of luck/chance, investing is driven by multiple factors as economic landscape, company performance, your stock purchase & sale timing etc & these factors can be studied & predicted to make pftble investments.
▣ Require Strong Knowledge 👨‍🎓

Investing requires an understanding of the market & identifying the right shares. But, this process of learning is continuous & develops over time.

Share market favors preparation & is, therefore, open to anyone with a keen interest in the market
Read 9 tweets
Three key things to check before you start Investing!

• Annual Report
• Investors Presentation
• Concalls

Let's see how ⤵️
1. Annual Report

➡ What is it?

A company’s yearly report for all the stakeholders documenting its past performances, future expectations, and financial statements.

#Investment
2. Investor Presentation

➡ What is it?

A company's quarterly business update presentation and growth charts to let us know what happened in the quarter. It gives information in pictorial summarised form.

#StockMarket
Read 9 tweets
Who else attended today's @OECD Development Co-operation Report 2021 launch event on shaping a just #DigitalTransformation?✋

Panelists expanded upon some of the report's key themes, including:

📅 Acting now!
⬆️ More #coordination
🖼️ Strong #frameworks
🧑‍🤝‍🧑 #InclusiveDevelopment
But we also heard a lot about #DigitalPublicGoods (#DPGs). Like... A LOT a lot.

So, what's the connection between #DPGs and a just, #inclusive #DigitalTransformation? Why have so many #donors, national #governments, and #tech experts alike expressed interest in #DPG solutions?
Well, they all agree that #DigitalTransformation is at a tipping point globally, with the divisions between wealthy and developing nations especially stark: 96% of the world's unconnected people live in developing countries.
Read 16 tweets
Finally, the #GoldacreReview is published! (During Parliamentary Easter holidays, mid-ping-pong on the #HealthAndCareBill...)

It's 221 pages - each PDF page is a double page spread - so this could be a lo-o-o-ong [Thread].

Here goes...
First point to note, in the Terms of Reference (p5), is that this is about "access to #NHSdata by #researchers, #commissioners, and #innovators" - i.e. #Planning and #CommercialReUse - so it is directly relevant to the operation of millions of people's #NationalDataOptOuts... Terms of reference for the review  1. How do we facilitate a
"185 wide-ranging recommendations for us to explore", says @sajidjavid (p6). Gulp! Time for some coffee...

"systems that ensure #underrepresented groups are well represented" may (partly) refer to this "landmark review", which got off to a slow start:

gov.uk/government/new… The far-reaching independent review into potential ethnic bi
Read 159 tweets
8 Critical Lessons from Rich Dad Poor Dad by Robert Kiyosaki (🧵)
1. Making money work for you: Money utilization is a crucial factor separating the middle-class from the rich. The rich get richer by laboring all their money👇

If you work for #money, you will run short of time making money. Investing in Assets is the way to create #wealth 👇
2. Be braver: Our schools instill a sense of "work for money" in us. It does not always pay off.

Schools are built on the premise of building a workforce for #companies and institutions 👇
Read 14 tweets
What is value investing?

Value investing is a long-term investment strategy used by investors to seek out stocks that are trading for less than their intrinsic or book value.
Just like online shoppers keep tabs on their favourite items and buy them when they go on sale, value investors track down stocks they think are being undervalued by the stock market.

Investors analyse and use various metrics to find the right valuation of the stock.
They believe the market overreacts to good and bad news that result in stock price movements disproportionate to the company’s long-term fundamentals.

This offers them an opportunity to buy stocks at a discounted rate.
Read 4 tweets
MAGIC of converting :

15,000 Rs ----> 4.37 Crores
in under 27 years !

A Short Thread on how Adani Exports created stupendous wealth for its #IPO #Investors

Short🧵 ( 1/4).....
1995 (Sept): IPO in name of ADANI EXPORTS LTD.
Price Rs. 150 (FV Rs. 10)

Lets assume 100 Shares Alloted:

1996:
Bonus 1:1
(100 = 200).

1999:
Bonus 1:1.
(200 = 400).

2004:
Split into RS. 1 from RS. 10 F.V.
(Meaning 400 = 4000)

2009:
Bonus 1:1.
(4000 = 8000)

Cont....
2015: The Big Demerger

1) Adani Port (141:100)
For 100 Adani Ent, one got 141 Adani Port shares

2) Adani Power (185:100)

3) Adani Trans (100:100)

Now:

1) Adani Ent: 8000
2) Adani Port: 11280
3) Adani Power: 14800
4) Adani Trans: 8000
5) Adani Gas: 8000
6) Adani Green: 6088
Read 4 tweets

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