Discover and read the best of Twitter Threads about #TweetStorm

Most recents (24)

Feb 23 National #COVID-19 Critical Care Rounds #tweetstorm

Anecdotally, the new COVID variants have some differences in disease course.
Vikram Mukherjee, ICU director at Bellevue, NYC

33 yr old Male -re-infection
Read 16 tweets
📻 — today's #yenFM issue will 🤯!

... it's the 1ST part of a 2-PART SERIES...!

... we're deep-diving into @monicalent's chat with @productbakery20, @alexdapunt, and @Strunkchristian...

and her STEP-BY-STEP on building product & community!

yenfm.substack.com/p/-monica-lent…

#yenSTRONG
now, for starters, i really can't over-sell this... b/c it really is that good.

here's what i shared a few days after i first listened:



... i knew that this was going to be VERY helpful for MANY #yenizens & community builders!!

... i had to share.
and b4 we jump in... @monicalent shares a few inspiring pieces throughout the interview and i want to make sure i capture them, content via @rosiesherry, @nathanbarry, @robwalling, and @amyhoy that have helped give her clarity and guidance throughout her journey.

ᕙ(⇀‸↼‶)ᕗ
Read 20 tweets
@SimonChapman6criticizes #vape advocate for mentioning success, not failure. What's the failure rate of #ColdTurkey, Simon? Not heard you mention that..
#AusTHRInquiry2020 #PH2
@SimonChapman6 criticizes #vape advocate for mentioning success, not failure. What's the failure rate of #ColdTurkey, Simon? Not heard you mention that..
#AusTHRInquiry2020 #PH2
Read 203 tweets
#TweetStorm - Nifty up But Stocks are Down !!. Time for Stocks to Catch Up in coming years. Read the Full Post on this link - nooreshtech.co.in/2020/11/nifty-… Another Post - March 24th 2020 nooreshtech.co.in/2020/03/equity…
2020 move did some things very differently. No euphoric move in end of 2020 like 2007. The fall has seen no relief rallies of any sort. If this is the case the historical expectation of a sideways consolidation & a retest may not happen. So the recovery can even be very ferocious
Nifty was at 10730 on 15th January 2020.

Nifty made a top on 20th Jan 2020 hitting a high of 12430.

Nifty made a bottom on 24th March 2020 hitting a low of 7511.

Nifty made a new high on 2 days back on 9th Nov 2020 and is today (11th Nov 2020) trading at new highs at 12749
Read 15 tweets
This #TweetStorm is just an itch to write about ITC Limited which everyone has spoken about :). Pardon me if its totally useless. 1) FII shareholding in December 2016 Peaked at 20.89%. Reducing Every Quarter since then !! Down to 14.6% in June 2020.
2) Mutual Funds have gone from 2.65% to 9.45%. Insurance Companies mainly - LIC,GIC etc continue to own 20-22% in the same period. Even SUUTI has gone down from 11.13% to 7.94%.
3) #Retail below 2 lakh capital has gone from 8.73% to 9.2% to 9.47% in last 2 qtrs and no of #shareholders from 10.57 lakhs to 12.7 lakhs to 14.61 lakhs between Dec 2019 to June 2020. Should be more higher in Sept 2020 !!
Read 5 tweets
#TweetStorm - Example of how punting happened due to #SmallcapRules and how illiquid and #lowfloat some #smallcaps are. #SheelaFoams. This company came at the 251st number on the categorization of #Stocks by SEBI - Link -bit.ly/3klimsY Btw new list would come in January
Yesterday - #NSE #Volumes up to 1.29 lakhs against 20-30k average with 45% delivery volumes. Deliverable qty also 2x-4x the average. Today it has traded only 23703 shares and 37% delivery volumes. Apart from recent volumes it has even traded only a few 1000 shares often. Image
Company is like a #PrivateEquity investment for #MFs. It is like "Iski Topi Uske Sar" ( Will keep shifting Hands.). Promoters =75%. #MutualFunds= 19.68% #FIIs=2.81% #Insurance+AIF=.45 Sum Total = 97.96%. Wow 2% available Float !! 10 lakh shares or 150 cr value on 7000 cr mkt cap
Read 3 tweets
#TweetStorm - A Quick take on the new #SEBI circular. 1) The new rule states that a Multicap Fund needs to have 25% in #LargeCaps, 25% in #Midcaps. 25% in #Smallcaps. This needs to be aligned before January 2021.
Data Source - MoneyControl 2) The Total AUM of the Multi-Cap Funds is 1.53 lakh crores. 25% allocation to #Smallcap =38300 crores. Current Allocation= 11240 Crores. Potential Buying or Difference to be Aligned = 27062 crores.
3) Why is everyone going mad about it in #Whatsapp and #Twitter. Total Market Cap of 251st to 500th Company is 9 lakh crores. 27000 Cr implies 3% of Equity. In many of smallcaps promoters own 50-75%. That's like 10% of float buying theoretically. Source - AMFI.
Read 5 tweets
Day 2 of lessons learned. And today's topic is going to be failure, and why it is important to fail. Many super smart folks have already put relevant information on this topic online, and I'll reference some of it as we go. And today, I'll gif it up a bit. #tweetstorm 1/
Those old enough to remember the scene below are probably also old enough to realize that it just ain't true. We try all the time, and we don't always get there. That's (usually) not a poor effort... that's a fact of life, folks. 2/
Folks today seem less comfortable with failure than in the past. I don't think its a generational thing. I think it is a problem exacerbated by social media. If you spend any meaningful amount of time on social media, you read a ton about what is going well in people's lives. 3/
Read 17 tweets
As I enter my final week of Program Directorship, I decided to put together a few "lessons learned" series of tweets. I won't call them tweetorials, as they aren't evidence-based or well-researched. But they are the result of 14 years of experience. Enjoy in that context. 1/
My first #tweetstorm relates to feedback. But not giving feedback; lots of smart people have written widely on how best to do that. I want to focus on how to receive and incorporate feedback. Over my time as PD, I have had a chance to counsel more than 75 fellows in this art. 2/
Whenever you get feedback, ask yourself three questions:

1) Do I agree with this feedback?
2) Do I think this feedback relates to a worrisome issue?
3) Do I know how to address this issue?

Using these questions, the feedback will fit into one of four "buckets". 3/
Read 24 tweets
#TweetStorm #AdaniEnterprises Volumes. 1)
Today the stock was up 25-30% in the day. Its a derivative stock. Total Delivery Volumes were 35 lakh shares and only 6.7% of the total traded quantity. Thats roughly 0.3% of Equity. Stock was in #Ban today. Out now.
2) Shareholding Pattern. Promoters own 74.92%, #FIIs own around 20.07%, #MutualFunds mostly arbitrage positions another 1.07%. Thats a sum total of 96.06%. Not much of a change in these owners since a few quarters.#Retail below 2 lakhs paid up capital owns only 2.17%.
The Float available is roughly 4.2 cr shares.
The company added 6700 cr of market cap with a delivery value of around 100 cr odd.
Free Float may be 25% but actual is less than 4%. Why should it be in #Derivatives. #MWPL limits keep it in ban all the time. No view on company.
Read 3 tweets
#Ambanization of #Nifty50 - A short #tweetstorm. Full post on this link - nooreshtech.co.in/2020/08/ambani… #Reliance is now 14% of the Nifty. Till the time #Reliance outperforms , #Largecap #Mutualfunds to underperform?
Top 2 stocks 23.56% of the Nifty. Top 3 equal to 31.12% and Top 5 equal to 42.83%.Top 20 Stocks are 79.26% of the Index. Lower than the peak of 80.4% .
Top 10 Stocks are 62.6% of the Index. All time High Concentration.
Banking and Financials continues to see weight drop from 40% to 33.16% .
Reliance is the largest weight at 14%. Last 23 stocks weight combined now lesser than Reliance.28 out of the Nifty50 stocks have a weight of less than 1%
Read 4 tweets
#NSE - Interesting #Statistics - #TweetStorm - •% of Shares Deliverable to Total Shares Traded now at 15.05%. Lowest since 2001. % of Delivery to Value of Shares Traded at 16.44% below 2009 !! #Daytrading increasing or #HFT , #colocation and #marketmaking? ImageImage
Value of Shares Traded ( Cr ) at the Highest Ever. A peak in this generally an Inflection Point for the long term. For example January 08 value got hit in June 09. What is it now ? Image
The Top Traded Counter in 2019-2020 was #RelianceInds which is expected that its the top weight. But 3.24% of total Turnover was #YesBank !! Marginally lesser than 3.61% of #RelianceInds Image
Read 5 tweets
#TWEETSTORM: The #Covid19 pandemic seems to have strengthened the #platform economy further. Multiple issues here:
The obvious include: remote work, food delivery, ecommerce.
The less obvious include: value chain shifts (e.g. movies), public-private partnerships, cartels etc.
Let's start with some of the obvious:
1. Remote work tools
Microsoft Teams hit an all-time high of 75M DAUs in April 2019.
Zoom video calls hit a high of 300M DAU in April.
April 2020 stats: 3x YoY growth in enterprise users and 169% growth in revenue.
Also, less obvious but equally important:
# of PDF documents shared using Adobe’s software grew 50% YoY for Q1.
Adobe Sign grew 175% since the start of Adobe's fiscal year.
Docusign is up as well.
Growth in e-sign + payments augurs well for supplier network digitization
Read 18 tweets
#TweetStorm - 1) The Curious Case of #GlenmarkPharma and #Favipiravir. The The number of articles on Favipiravir and Glenmark Pharma have shot through the roof. We will look at it from a price,volumes and search perspective.
Stock price shot up 40% in the day and closed 27% on 22nd June 2020. Added almost a 3000-4000 cr market cap coz of this move.
Stock price fell 6.7% on 23rd June 2020.From a low of 160-200 in March the stock has moved up to 500+ but is still down from peaks of 1250. Image
The total number of shares of the #GlenmarkPharma are 28.2cr shares. 1.55 cr delivery volumes on 22nd June 2020 means almost 5.5-6% of the company shares in delivery volumes. Add another 2-2.5% today.
Almost 11-13% of Free Float got delivered on 22nd June 2020 !! Pic @stockedge Image
Read 7 tweets
1/ Last night I went looking for all the threads I had done on #founders #startups #productdev #uniteconomics and the mindset of a founder.

I thought it would be an easy filtered search.

It wasn't.

Apparently there is no simple way of doing this other than a manual search.
2/ I had to do this for my book project. Needed a ready reference to my ramblings.

I thought it could possibly a useful resource as well as, a neat introduction and a calling card.

"We have never met but here is what I think about stuff you have been thinking about."
3/ Without farther ado, here is the thread of threads.

In order of being the most useful and recommended.

Start with the three threads on #uniteconomics for #founders and #startups

Unit Economics – Part I
Read 12 tweets
My #tweetstorm to clarify a few things re @CMHC_ca’s posture. 1st, we expect prices to fall 9% on average if we have a prompt post-COVID recovery in Canada; our “moderate stress” case (worse than expected) results in -18%, both extrapolate from tentative @bankofcanada forecast.
12% of mortgages are in deferral; that could be 20% by Sept. Deferred mortgages are not in arrears since they are deferred with lender ok. That 20% is *at risk* of being in arrears 90 days after a required payment is missed.
Household debt was already too high and the GDP/income collapse, along with capitalized payments, will drive debt multiples of income much higher. High levels of debt cheat us of future economic growth and create fragility. CMHC must consider systemic as well as business risks.
Read 4 tweets
1/ Here are some observations (O), misconceptions (M), and Predictions (P). regarding COVID-19, business and investing.

Please retweet if you like and find them useful. And tweets with the most ♥︎'s, I will expound upon further in a series of blog posts.
2/ And follow me @exileofthemain if you are not already. #Tweetstorm #exilofthemainstream
3/ (O) Starting with COVID-19: Most people have forgotten what “flatten the curve” means. It is done to delay the peak of active cases, to not stress a healthcare system. The actions are not done primarily to solve virus spread.
Read 74 tweets
A Tweetstorm!

Black people are so tired. 😓. I am soooo tired.

We can’t go jogging (#AmaudArbery).

We can’t relax in the comfort of our own homes (#BothemJean and #AtatianaJefferson).

We can't ask for help after being in a car crash (#JonathanFerrell and #RenishaMcBride).
2/ We can't have a cellphone (#StephonClark).

We can't leave a party to get to safety (#JordanEdwards).

We can't play loud music (#JordanDavis).

We can’t sell CD's (#AltonSterling).

We can’t sleep (#AiyanaJones)

We can’t walk from the corner store (#MikeBrown).
3/ We can’t play cops and robbers (#TamirRice).

We can’t go to church (#Charleston9).

We can’t walk home with Skittles (#TrayvonMartin).

We can’t hold a hair brush while leaving our own bachelor party (#SeanBell).

We can’t party on New Years (#OscarGrant).
Read 8 tweets
ALERT: a #tweetstorm on the recent work of @orfonline scholars on and around #COVID19 follows.
Do read and share these cutting-end analyses.

#EachOneReachOne
1/n
Harsh Pant and @KartikBommakan1: China is using #COVID19 as an opportunity for potential Chinese military action
orfonline.org/expert-speak/c…

#EachOneReachOne
2/n
.@TanushreeChand4: As the world soldiers on to combat #COVID19, another global catastrophe involving higher stakes and no cure looms large — the threat posed by unmitigated climate change orfonline.org/expert-speak/l…

#EachOneReachOne
3/n
Read 25 tweets
For startup founders: How to stay productive while working from home? An evening coffee tweetstorm. ☕⚡

#coronavirus #EconomicCrisis #WorkFromHome #tweetstorm
Firstly, reduce clutter. There's all sorts of clutter these days on social media and even people bombarding you with all sorts of content on messaging apps.
To reduce clutter, reduce the time you spend on your phone and social media. For news and happenings, only follow a good, credible source of news that you enjoy reading.
Read 15 tweets
#tweetstorm #stockidea

Idea No. 5 - #IIFLSECURITIES - Solid #FINTECH play on rising household financial savings

Mkt Cap-1500 cr
CMP-45

Business Overview- IIFL Securities offerings
1.Broking : Retail/ Institutional
2.Investment Banking
3.Distribution : Financial Products
#Broking - Strong Presence in Institutional & Retail space

> 2500 locations covering 500 cities
> 8.5 lac retail customers
> Strong online presence with industry leading mobile apps & web trading platform
> Investing on platform targeting High Value Traders to gain market share
Huge potential in APP based self-serviced trading

1.RM/Branch Serviced- Customer 4,25,000
2.Self-Serviced APP based- Customers 4,00,000

Institutional Broking- Among the top franchises on the street. - 600+ institutional (domestic and foreign) clients.
Read 9 tweets
#TweetStorm - #Stocks - Prefer avoiding stocks in public foum, given the last couple of years have been terrible, so do your own research and risk management. Do add yours also to the thread. Talking what nobody wants to talk today.
#WelspunCorp – Market Cap of 4000-4500 cr with an EBIDTA of 1000-1200 cr and to be net debt free by year end and all the geographies firing with promoter not tendering in buyback at 135 seems an interesting case for re-rating.
#BanswaraSyntex – 200 cr market cap. 160 cr operating profit. 65 cr pat. 1350 cr topline. Peak Capacity for 1500 cr topline. Net Debt 350-400cr. Reducing average 30-40 cr debt every year. New independent director.
Read 5 tweets
#TweetStorm - #RSI hits 23 on #Nifty. Converting this long post on nooreshtech.co.in/2020/03/what-h… into a #tweetstorm. Let us see whenever #RSI hits the 20-25 band on #Nifty what has been the market movement in last 10-12 years.
#RSI 23. #Nifty 10782 on 5th August 2019
Nifty 10637 on 23rd August 2019 . Positive Divergence
A higher bottom on 19th September at 10670.
1.3% lower and major rally started after 1.5 months.
breaks the sloping trendline and short term bottom . Support at previous bottoms 10600
#RSI 22. #Nifty 10261 on 5th October 2018
10138 on 11th October. Positive Divergence.
3rd Bottom at 10004 on 26th October 2018. Triple Positive Divergence.
2.5 % lower on the bottom and the rally after 3 weeks.
trendline and 2 lows got taken out. Support at previous major bottoms
Read 11 tweets
#probanx #isignthis #valoris #melo #wilson #marshallislands
Its been a while since the last #tweetstorm re: Probanx allegedly ‘prudently regulated’ clients. Image
#Valoris was used to transact with binary options scammers and Canadas largest failed crypto exchange. Past its useful life the domain remains held and parked up by Probanx.

Stay tuned for more on the rest of Probanx clients (hint they go downhill from here)
Read 3 tweets

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