Discover and read the best of Twitter Threads about #Scuttlebutt

Most recents (4)

The importance of doing #Scuttlebutt in Micro Cap Investing!!
While #microcaps offer the opportunity for market-beating returns📈, #investing in them with incomplete info can be very risky. But with information so scarce in microcaps, where can investors find this information? Image
•The process of data gathering for micro caps can be very different from large caps. While there is lots of publicly available information for large caps, public disclosures are very few for micro cap companies. Investing with partial or no information can be very dangerous for
micro caps as these stocks have low liquidity and it can be difficult to exit these stocks when the thesis goes wrong.
•So what can investors do to make prudent decisions when investing in micro caps. The answer is scuttlebutt. Scuttlebutt is a term first used by Phil Fisher
Read 21 tweets
Tata Consumer

#1 - Acquired Kottaram Agro Foods Private Limited. Primarily engaged in the business of healthy breakfast cereals and millet-based snacks under the trademark 'Soulfull'

Rationale - Entering into new adjacent categories in the
food space.

More in images 👇

#FMCG
Had tried their range of cereals in college, (2015 in a More store in Manipal, so have to say their distribution is good. Even recently have seen their products everywhere from Godrej Nature's basket to Dmart)

The taste was damn good and the cereal type was quite niche
#2 - Y'day in Starbucks saw that they are selling Sampann range of products (Poha etc) in Starbucks (in addition to the other food products such as Pastries, Puffs, etc)

That makes sense - promote their brands at their outlets

#FMCG #Scuttlebutt

Disclosure - no reco
Read 4 tweets
It surprises me when people think #Scuttlebutt is for privacy, freedom of speech, and anonymity. That's very far from what characterizes the technology and the community.

Scuttlebutt is about putting "social" back into social networking.

(Thread:)
We're not motivated by privacy, individual freedom, and anonymity. Don't get me wrong, though, these things are good to have, in contrast to a system like Facebook with privacy invasion and real world identities. Privacy is like water, I need it daily, but it's not my motivator.
Scuttlebutt has decent privacy, most content is public, some is encrypted (very private). We have individual freedom due to your data living 100% on your device. And you can be somewhat anonymous if you wish. But that's not the point of it.
Read 18 tweets
Extremely positive on this Space.. Thyrocare specially seems to be doing it in the most differentiated way #superb #businessmodel
"Serve 50% of world’s population,50% of their diagnostic needs, at 50% of costs. Be biggest client for Top20 diagnostic manuf. co. globally"
Read 5 tweets

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