Discover and read the best of Twitter Threads about #Investment

Most recents (24)

Daily Bookmarks to GAVNet 7/07/2020-2

greeneracresvaluenetwork.wordpress.com/2020/07/07/dai…

The race for coronavirus vaccines: a graphical guide

nature.com/articles/d4158…

#coronavirus #vaccines #health
The Idea of Entropy Has Led Us Astray - Issue 86: Energy - Nautilus

nautil.us/issue/86/energ…

#energy #entropy
The Present Belongs to Crowds | The New Yorker

newyorker.com/news/daily-com…

#crowds #present
Read 13 tweets
1/ The startup ecosystem in #Pakistan has entered the next phase.

It has moved from being nascent to more indigenous in nature. The sector is now facilitated by more than 35 incubators & accelerators, 20 formal funders & investors, and 80 co-working spaces across the country.
2/ Over the past 5 years, #startups in Pakistan have raised over $190M - these are mostly early-stage deals signalling the still nascent & evolving ecosystem. Last 18 months in particular saw more acquisition & fundraising activities than the previous 10 years combined.
3/ During 2019 alone four major series A rounds ware completed in Pakistan raised by @airlift_tech, @bykeapk, @cheetaypk and @KPLearning with two pre-seed funding rounds raised by @joinbazaar and Tajir.
Read 11 tweets
(1/n) Thread on Indian multiplex

Indian multiplexes have almost 2950 screens out of total 9600 screens but it earns more than half the total revenue of theatrical releases from these multiplexes!
(2/n) Slowly and steadily multiplex screens are rising in Indian market due to higher discretionary spending habits of people and also due to requirement of latest technologies along with higher movie watching experience.
India's current cinema screen penetration is the lowest in the world after China, the US and the UK at six screen per million of population. In 2018, 1,776 films were released in India,
Read 61 tweets
Q&A #Thread 24

#Longterm #investment #stocks #portfolio
Q->Bro your screener data is really helpful..just read a tweet abt Navin fluorine & GMM investment... I wish if you could share few companies for a long term ..5 to 10 yrs period..it will be really helpful

1/3
Me-> Thank you.
I have been active on twitter for less than 2 months so if you just go through my past tweets you will surely find something useful.

Posted portfolio based on my screening technique. You may study them for long term investment -



2/3
Q->8 is best is that rite bro?

Me->Yes. Stock listed on my 8 different screener screens.
I posted all the details in later tweets. Name of various screeners you can find there. You can search for them in my tweets.

3/3
Read 3 tweets
Q&A #Thread 22

#CYIENT #Stock #Investment #Analysis

Q->Don't worry Hold #CYIENT it's Gem !! Its a clean company !! It will be a Multibagger !!

1n
Me->I am not sure about Future Multibagger just presenting some facts & findings

Stock Return under-performed Sensex & Peers in last 1, 3, 5 & 10Yr

Stock Price CAGR
10 Years:3.93%
5 Years:-13.78%
3 Years:-18.57%
1 Year:-49.18%

Poor Stock Return despite good ratios ?

2n
Sales Growth 10yr ~ Profit Growth 10yr
Sales growth 5Yr > Profit growth 5yr
Sales growth 3Yr > Profit growth 3yr

I doubt companies where Sales growth is higher than Profit growth over longer periods.

Let's quickly glance at some other data of #Cyient .

3n
Read 17 tweets
What I have to say is very important and I ask you to read this all the way through.

About half of our district is the Northern Neck and Middle Peninsula. This is where our aquaculture is and it is very strong.

#aquaculture
#NorthernNeck
#MiddlePeninsula

(1/17)
This area makes its living from the hard labor of our Watermen. They need our support now more than ever. Our Watermen catch and raise marine life from rockfish to oysters. They are small businesses that keep the region going.

#watermen
#SmallBusiness

(2/17)
They keep many more small businesses thriving. Restaurants, local grocery stores, roadside stands and more sell the fresh catches they bring to us.

#grocerystores
#freshfood

(3/17)
Read 17 tweets
Daily Bookmarks to GAVNet 6/18/2020-2

greeneracresvaluenetwork.wordpress.com/2020/06/18/dai…

Decision-Making in a Time of Crisis – O’Reilly

oreilly.com/radar/decision…

#DecisionMaking #crisis
Impacts of multiple stressors on freshwater biota across spatial scales and ecosystems | Nature Ecology & Evolution

nature.com/articles/s4155…

#impacts #scales #ecology #freshwater #ecosystems
Responsible Investment needs a bigger toolbox - Preventable Surprises

preventablesurprises.com/publications/b…

#investment #toolbox
Read 9 tweets
(1/n)Thread on "The Call to Boycott Made in China Products".
Src: CNBC TV18

#India's Trade Deficit with #China:
FY17: Rs.3,43,853 cr
FY18: Rs.4,06,241 cr
FY19: Rs.3,74,790 cr
FY20: Rs.3,06,634 cr (Apr-Jan)

#investment #AtmaNirbharBharat #coronavirus #economy #GDP #stockmarket
(2/n) India - China trade Imbalance:

Imports: US$70,408 mn
Exports: US$16,783 mn
Deficit: US$53,625 mn

#China #India #BoycottChina #BoycottMadeInChina #BoycottMadeInChina #investors #import #export #CoronavirusIndia
(3/n)- India's imports from China:
Category : Share
Manufacturing: 95.94%
Chemicals: 19.53%
Engg & Transportation: 30.67%
Electronics: 31.63%
Ores & Minerals: 1.62%
Agri & related: 0.44%
Crude & petro prdts: 1.42%
Others: 1.58%

#BoycottChina #BoycottMadeInChina
Read 5 tweets
@jkhoey Kicking off with some inspirational interviews on Desert Island Discs, music & chat apple.co/3e4XMuh I most recently listened to @TheSineadBurke & Billie Jean King. These two women both striving for the world to be a better place. #inspirational #campaignsforchange
@jkhoey @TheSineadBurke Next up @Influentialpod so many great interviews from brilliant women, it is hard to pick one! But I really enjoyed Naomi Lambert on kindness & childlessness. If you don't know Naomi & 'The Cool To Be Kind Project' a global kindness movement. Amazing! bit.ly/3cTQbwU
@jkhoey @TheSineadBurke @Influentialpod And one from a female leader I admire greatly is @AnneBoden @StarlingBank this podcast is from @secretleaders1 podcast series, Anne discusses her experience on funding and starting a new bank, she cuts through the noise! #femalefounders #startups #funding #lockdownlistens
Read 7 tweets
(1/n) NSE Listed universe ownership trends:
- Total promoter ownership in NSE-listed #stocks⬆️by ~110bps (QoQ) to near 5 yr high of 50.9%
- FII ownership⬇️133bps (QoQ) to a 5 qtr low of 20.8% (highest sequential decline on a qtrly basis over last 19 yrs)
Src: NSE

#investments
(2/n) Top 20 companies by value of shares bought by promoters in the March quarter.

#investments #investors #stockmarkets #stocks #NSE #economy #lockdown2020
(3/n)
Ownership trend across key stakeholders by TOTAL market cap over last 3 years &
Ownership trend across key stakeholders by FLOATING stock over last 3 years

#investing #stockmarkets #investments #stocks #Nifty50 #Nifty #equities #trading
Read 7 tweets
The #GeorgeFloydMurder is the latest in a long history of #racist atrocities visited on Black people & minorities in the US & elsewhere.

If u are in some position of authority, power, privilege & have a public platform you need to speak up and be counted. A v personal #thread
I am brown of Indian origin, but when asked, I always say I don't really know what #racism looks like, I have almost never experienced it, and I am in a position of power and privilege so I don't think its appropriate for me to speak about it. But today, I write about it here ...
I grew up in India, when to the @LSEnews & took a investment banking job at #Lehman. When I flew back to #India, I went to the UK embassy in Delhi to get my work visa. That was my first #racist encounter. He barked at me, said he could turn me down coz "too many of us in the UK"
Read 42 tweets
As we’ve argued many times in the past, the #CashFlows generated by today’s #economy are accruing to fewer and fewer corporate players, which is why it’s not surprising that the top 5 companies in the $SPX by market cap comprise nearly 21% of the index total.
And contrary to the many commentaries speculating on the hypothetical differences between pre- and post- #Covid #economies, we’re fairly certain that this is a trend that’s likely to accelerate. Especially when the @Nasdaq just added the equivalent of two Russell 2000s this year!
Revenues, cash flows and ultimately #market #capital flows are in motion at an astounding speed, as #investors attempt to distinguish between winners/losers in sectors, industries and individual companies: that amazing structural evolution is key to #investment success today.
Read 3 tweets
"Banking was conceived in iniquity and was born in sin. The bankers
own the earth. Take it away from them, but leave them the power to
create deposits, and with a flick of the pen they will create enough
deposits to buy it back again.
However, take it away from them, and all
the great fortunes like mine will disappear and they ought to disappear,
for this would be a happier and better world to live in.
But, if you wish
to remain the slaves of the bankers and pay the cost of your own slavery,
let them continue to create deposits."
Read 17 tweets
#AatmaNirbharBharatAbhiyan
Based on 👇

Land,Labour,Liquidity&Laws that are not isolationist but inclusive

Ease of Doing Business

DBT,JanDhan,Aadhar, Micro Insurance,Ujjwala Yojana, Ayushman Bharat, PM Awaas Yojana,PM FasalBima Yojana,Krishi Sinchai,Swachh Bharat--Key Landmarks
GST,IBC&PSU Bank Recapitalisation in last 6 yrs,have been big reforms

52606Cr given via #DBT to 41Cr #JanDhan holders

Free wheat&rice to 69Cr ration card holders

18000Cr tax refunds given

Free cylinders to 8Cr #Ujjwala holders

#20lakhcrores #COVIDー19
#atmanirbharbharat
Project DevelopmentCells,working for Promotion of Champion Sectors,in States

#MakeInIndia&Upgradation of Industrial Infra,a success&more will be done to #Decongest economy

3376 SEZs&IndustrialParks with 5 lakhhectares,to be ranked& mapped,in terms of readiness for competition
Read 20 tweets
He tenido que ir a la web del CEU para saber que el master cuesta 12.500€ porque en la de Newtral no ponía nada.
Imagina pagar eso para que te pongan a analizar twits de alvise.
Ideal si eres clasemediero con un hijo vago o tonto al que urge colocar.
"En la clase de hoy estudiaremos twits de Alvise, espanabola y Matthew Bennet."
"La semana que viene os pondremos vídeos de Javier Negre y UTBH para analizar".
"En la semana antes de vacaciones comentaremos como Salvini introduce su narrativa del odio mediante post de instagram".
¿Por qué tener becarios pagados con vagas promesas de futuro y café gratis de maquina si puedes hacer que estos mismos chavales paguen 12.500€ por trabajar haciendo prácticas?
Grande Ana Pastor y grande el CEU.
Read 7 tweets
(THREAD) @ImpactAlpha challenges #impact investors to scale up their efforts 10X. To which I say: Yes! #Investors can do more, but there’s also #policy and #civics to consider. I want to share some ways at @_BlueHaven we’re addressing the #pandemic.
1/ On the #investment side, we’re checking in with #entrepreneurs and orgs we support, helping them keep their teams intact, thinking through costs, etc. (Check out @LaurenSCochran’s conversation with @annefieldonline: bit.ly/2XSdX8D)
2/ Bridge loans to #impact companies can also help. We’re excited about our investment in the Open Road Alliance Fund (@openroadtweets), which offers these to orgs affected by #COVID19 all over the world. bit.ly/2yavbUt
Read 14 tweets
It was great to speak to @JohannaCampion, Venture Partner at @ukaeroaccel, earlier this month and hear her insights as an investor, board member and mentor. We've pulled together our key takeaways for early-stage #founders here:
Q: How can #startups best work with #corporates?
A: Avoid any bad surprises by mapping the decision making/procurement/onboarding process for each client project to understand exactly how to get to a signed contract, how to go live and when payment will actually arrive
Q: From your most successful #investments, what does a good founding #team look like?
A: A good founding team has strong relevant skills for what they are planning to build and a clear understanding of any key skill gaps in the team and how they will plug them
Read 7 tweets
Offtake risk has become a blanket term that scares investors away from #power sector projects in India. We break it down to understand why that is? 1/n
Offtake risk is the risk posed by the off-taker (also called credit risk, counterparty risk or risk on receivables). In India, the counterparty is almost always a discom or a central government offtaker (SECI/NTPC) buying on behalf of the discoms. 2/n
The power purchase agreement (PPA) is the contract between the power generator and the purchaser (discom/SECI/etc) For RE the PPA mandates that all power generated must be purchased/paid for as per the must run clause. Exceptions are allowed only if there is technical trouble 3/n
Read 13 tweets
#FranklinTempleton Concall highlights:
- Committed to India investments
- Providing daily liquidity is the challenge
- Will forego management fees
- orderly winding down is in best interest of the investor
- companies invoking force majeure
- Will return as soon as possible
(Inputs courtesy of @sathish_sesh)
- Trying to focus on other portfolio, to avoid panic redemption from other schemes
People from Templeton on call:
Vivek, Sanjay, Anand Radhakrishnan, CIO & Head of equity.

I think it is a serious liquidity issue but AMC will remain operational.
Kamath says:
- It all started with Covid, which necessitated to lock the economy
- Been in the market for 25 years
- We don't know how this will pan out in the short to medium term
- Risk appetite will come back only when there is clarity on the market

#investing #investment
Read 13 tweets
8 keys to financial freedom.
- by Robert Kiyosaki.

- An OVERWOOD Thread.

#OVERWOOD
1. Accept full responsibility.

To secure your financial future, you must completely accept responsibility for your financial decisions and understand you control your future.

#OVERWOOD
2. Control your spending.

Track your expenses and carefully consider every purchase before you make them. You'll begin your journey towards financial freedom only after you learn to manage your expenses.

#OVERWOOD
Read 9 tweets
now when u have said to improve learning of @AnyBodyCanFly lets improve it together
will talk about gold first as its the most talked and i beleive hyped investment.
Gold -
Most people think that:
in 1979, price of 10 gm gold was Rs 937/-
today its at Rs 41,650
43x in 40 years
therefore its great investment...
but gold cagr over 40 years period - 9.8%
over the same period inflation -6.3%
so gold real return =9.8%-6.3%=3.5%
during the same period Sensex return= 16.3%
Sensex real return =16.3%-6.3%=10%
now
"If u took all the gold in the world it would roughly make a cube 67 feet on a side.... it would be worth at todays market prices about $7 trillion(2013)...
for $7 trillion ... you could have all the farmland in US, you could have about 7 EXXON MOBILS and u could have
Read 7 tweets
Today's Cameco $CCO Fireside Chat with CEO Tim Gitzel is now available for replay. Highly recommend #uranium investors spend 30 minutes listening to Tim's #U3O8 & #nuclear market analysis & company activities. In this thread I'll provide some highlights. cibcvirtual.com/banff2020/s/37…
Section 232 overhang gone but most #nuclear utilities remain paralyzed waiting for #Trump to act on #NFWG report he now has in hand. Frozen #Uranium sector still not thawed as majority of fuel buyers prefer to wait for clarity. 🥶
Cameco has taken 25M lbs out of #uranium supply since 2016 thru multiple mine closures & #Kazahstan has cut 20% thru 2021, creating a 50M lbs #U3O8 primary supply deficit today. Inventories are being drawn down significantly.
Read 15 tweets
Let us briefly #Reflect on the #SARB's first #MPC #Meeting of 2020 and their #MonetaryPolicy decision to cut rates by 25bps from 6.5% to 6.25%...
Everyone with some interest in such matters is without a doubt already aware that the #SouthAfricanReserveBank's #MonetaryPolicyCommittee cut its key #PolicyRate, the #Repo by 25 basis points from 6.5% to 6.25%. The move can perhaps best be summarised by the following statement:
It is clear from the statement above that the SARB moved on the back of a growth story. They would want to see the level of #inflation creep closer to 4.5% but they didnt tighten to achieve this end. Rather, they provided more accommodation for growth & inflation might pick up...
Read 11 tweets
When someone says the word #SIP, most of us associate it with equity #mutualfunds. But did you know that SIPs are possible in the fixed income asset class as well?
#Debt SIPs can be one of the most useful ways to meet your short term goals, recurring goals, and asset allocation needs.
SIPs in #debtfunds can be used to meet yearly school fees, build an emergency reserve, your annual vacation, regular recurring expenses, working capital, etc.
Read 8 tweets

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