Discover and read the best of Twitter Threads about #VALUE

Most recents (24)

Ashish Kacholia buys stake in UGRO CAPITAL yesterday
Buying 6,26,174 shares in bulk deal @ 187₹ Image
▶️UGRO Capital was envisaged to be built as India's largest small business financing platform combining the power of Data & Tech and was uniquely created as India first listed startup.
▶️ In2018, its founder Mr. Shachindra Nath
acquired control of a small listed NBFC 'Chokhani Securities Limited
& raised capital institutional equity capital from likes of TPG- NewQuest, PAG, ADV Capital, Sameena Capital & other domestic family offices & public market investors
Read 10 tweets
#ES flirted with 4,115 again after that great intraday $HYG reversal portended downside #volatility when cyclicals didn‘t really point higher.
The day ended with a profound deterioration in market breadth and unappealing sectoral overview.
THREAD 👇 ImageImage
2. #tech upswing invited selling interest, while #value and especially $IWM turned strongly south.
#ES though had been relatively resilient given both #manufacturing and #retailsales hits, and today‘s data in #housing weren‘t slated to bring a disaster.
The figures are
3. obviously more optimistic than they would have otherwise been if the #housing market could clear itself by bringing in more supply, which isn‘t though a realistic expectation when #mortgage rates have been locked low in a different era of 2020-2021.
Read 6 tweets
Al igual que Bruce Willis en El Sexto Sentido, el rebote de las bolsas desde octubre está muerto solo que él aún no lo sabe.

Veamos por qué.

Va 🧵 Image
Para mí ésta es una realidad tan claramente observable que no es necesario recurrir a ningún tipo de dato exotérico. Lo voy a demostrar con herramientas tan sencillas que hasta están al alcance del operador más torpe.
Para empezar, el 27 de agosto pasado comenté que las opciones alcistas pasaban por superar el 4330 en el #sp500 y que por debajo había mucho que perder y casi nada a ganar.

Por debajo de ese nivel solo habrá ruido hasta que se vea una verdadera capitulación de mercado. Image
Read 32 tweets
#Value proposition. I would like to disclose how we #support our #portfolio companies, because I do believe that neither #investments nor market making are enough, if there is nothing else provided. Our #vision is to be a #partner and friend for our portfolio companies and… twitter.com/i/web/status/1… Image
Market making (#MM)- it has three main parts: Market #depth - we add more #liquidity on bid and ask side across exchanges where a token is listed on. Spread - we reduce the spread between the best bid and ask offers by adding more quotes around the middle price in the order book.… twitter.com/i/web/status/1…
#PR and #marketing - the most powerful tool to boost projects on the #crypto market. We support projects with everything from #media to KOLs, and we can act as an outsourcing marketing agency (spoiler - we will extract our marketing department to an independent company very… twitter.com/i/web/status/1…
Read 10 tweets
A snapshot in time confounded by @TheNRMP match “algorithm”. The truth is #medicine is we have work to do in #genderequity - US physician workforce only 37% women. Rads 27%, Gen Surg 22%, #EM 👋🏼29%…@acepnow @WomenSurgeons @AmCollSurgeons @radiologyacr @EmergencyDocs @aawr_orgtwitter.com/i/web/status/1…
@AAMCtoday stats on 2021 US physicians by % female. #pediatrics 65%, #orthopedics 5.9%. Note surgical sub speciality ($$$) higher male dominance, medical/primary care higher female…#orthotwitter @aap_peds @aaos1
New generation of US #doctors show progress, by @aamc study on residents and fellows, 47% total female, #gensurg 46%, #radiology still only 27%, #emed 39%…
Based on the @StanfordMed graphic, we can assume why progress for gensurg but why not for Rads…
Read 9 tweets
📢🧐 How can we improve the quality of our relationships with ourselves and others? This article explores expert advice on relationship management.👥💕
jyotirgamya.org/article/relati…

#relationships #selfimprovement
1/15 Our relationships with others reflect the quality of our relationship with ourselves. Can we change our behavior and chemistry to cultivate more positive relationships?🤔💭

#selfreflection #positivity
2/15 Building and nurturing a relationship requires being available for the other person, clear communication, and meeting your partner where they are.👫💬🤝

#relationshipadvice #communication
Read 16 tweets
1/3 How to #Swap $ADA for $BNB - A Quick Guide

#Crypto or #token swapping is a process that allows you to directly #convert one digital #currency to its equivalent #value in another.

$ADA & $BNB are both widely used cryptos ✅

Read more: kasta.io/blog/how-to-sw…
2/3

Initially, both were developed for different purposes, but are now being used as a payment method for cross-border #transactions.

-> #ADA to #BNB Coin Swap.

There are two ways to do it in the #Kasta app:
1. Swap Feature
2. Easy Swap Engine
3/3

🔥 One of the best things about #crypto #swapping is being able to switch to a different #currency without an intermediary.

It’s #easy and with the right platform, can be extremely convenient.

Here's how to swap $ADA to $BNB ⬇️
kasta.io/blog/how-to-sw…
Read 3 tweets
Japan is an unattractive equity market for global investors. Its companies are accused of being too conservative with poor corporate governance and low shareholder returns. It is interesting to analyze what happened this week with the takeover bid for Kanematsu Electronics $8096
Kanematsu Corp. ($8020) has just launched a takeover bid for Kanematsu Electronics ($8096). It has always been its controlling shareholder (before the takeover bid, it held 57.84% of Kanematsu electronics. it is worth analyzing the negotiations between the 2 boards of directors
The Company received a proposal from the Tender Offeror (....) toward the implementation of the Transaction on September 28, 2022. On October 3, the Company submitted a letter of consent to begin consideration and discussions toward the Transaction.
Read 21 tweets
The #value spread is a popular method to measure how undervalued #stocks are in the market.

For deep value stocks, particularly #netnet stocks, I like to track the number of net-nets available. This number typically peaks during market sell-offs, and then closes off.

(1/n)
👇
This recent sell-off has been no different, as the number of #netnets has been increased. In recent weeks, this number has been decreasing, suggesting these stocks are being bought up, and the value gap closing.

(2/n)
👇
Some #netnet names I'm watching (and am long):

$SOS
$LSF
$IMCC
$LGL
$ROOT

Here's the allocation of the net-net portfolio (of course mostly #microcap 😉):
Read 3 tweets
[1/🧵] With all of the #XRPBuyback debate going on, there is one aspect that frequently gets misrepresented

▶️ People conflating the terms "#price" and "#value"

Because the definitions differ, it is essential to comprehend the distinctions

Let us evaluate it more closely. 👇🧵 Source: https://block-builders.net/ripple-for-the-first-time
[2/19] To have a better understanding of the subject, we must first define several terms that are crucial to #finance and explain the following in further detail:

🔹 "Price"
🔹 "Cost"
🔹 "Value"
🔹 "Store of Value" (#Bitcoin/#BTC)
🔹 "Internet of Value" (#Ripple) Source: Source: https://www.newsbreak.com/news/2100245153873
[3/19] We will also go through the following scenarios to see whether what we think we are talking about is correct:

1⃣ The chart in reference to the #USD
2⃣ You are about to sell your #property Source: https://elmetbenefits.com/
Read 21 tweets
#2022ETFScorecard – a thread of 10 key insights from the performance of @JSE_Group-listed #ETFs in 2022
NOTE: Past performance is no indication of future performance. This is not advice for 2023.
#2022ETFScorecard 1/10 Top 3 themes: Platinum (#NGPLT 17.3% #ETFPLT 16.9%); SA Value (#GIVISA 15.2% #DIVTRX 14.2% #STXDIV 12.8% #NFEVAL 10.9% #SMART 9.1% #STXRAF 8.6%); Gold (#KCCGLD 6.6% #GLD 6.6% ETFGLD 6.5%)
#2022ETFScorecard 2/10 Good performance special mention to interest-sensitive investments: Preference shares (#PREFTX 11.6%); SA Financials (#STXFIN 9.7%); Namibian government bonds (#NFNAMB 7.9%); SA cash (#NFTRCI 5.1%)
Read 11 tweets
💼Portfolio update 20230103.💼

Christmas cleaning; I've chiseled down the number of positions; still not feeling concentrated enough... I have a sizeable cash pile as I want to capitalize on opportunities that might arise soon. I will elaborate more on my positions for once. ⬇️
Kindred $KIND:

Strong Q4 report incoming, & comps will be super-easy for a whole year to come. The purging of the board, replacing it with representants connected to Corvus (who are dead set on pawning off the company), has increased the buyout optionality. Valuation still OK.
Square-Enix $9684.JP:

S-E sports a sultry pipeline for 2023-2024 with titles such as Final Fantasy 16, FF7: R2, Dragon Quest XIII & Kingdom Hearts IV. They do however have a guaranteed massive turd (Forspoken) releasing soon; hoping for a dip. EV/EBIT 7 @ 23/24E. Sony wants them
Read 14 tweets
Eastern Orthodox priest, Gabriel Naddaf's 12 page booklet, "A Christian Guide to the Anti-Israel Boycott Movement (BDS)" in pdf.
bit.ly/2VtEAwh
Eastern Orthodox priest, Gabriel Naddaf, “Without Israel, Christianity around the world would be nothing” while addressing the Friends of the Israel Defense Forces (FIDF). bit.ly/2VDhcwH
Gabriel Naddaf “as one of the few surviving Christians in the Middle-East, I praise God daily for the blessing of being able to call myself an Israeli. I call upon anyone in any state who has not already passed an anti-BDS resolution to reach out to PJTN.” bit.ly/2Vvd1Tt
Read 9 tweets
This mornings rant is dedicated to all the folks doing #community designed policy. I see MANY ppl talk about this in #copolitics & very FEW tangibly do it successfully.

Join me in yesterdays presentation to @DePaulU students & some good local examples - a 🧵
Whether it’s small p or big P #policy how we design initiatives, how we write bills, how we engage testifiers, how we build coalitions & organize - can perpetuate inequities we’re trying to disrupt. #copilitics

white supremacy cultural characteristics love policy & advocacy
We’ve got incredible #leaders that stray away from white supremacy cultural characteristics in advocacy & lead with #integrity

Like the @ColoradoSPC @elephant_circle @S2SSisters @9to5Colorado @DenverTaskForce#community designed #leadership & #policy [great CO give list]
Read 18 tweets
THREAD: A picture is worth a thousand words. Let's look at a few of the globe's largest #ETF's & their graphs & see if we can make some sense of the current market environment.

What a year it's been for #Oil & #Energy! Only positive YTD #MSCI #Sector.

$IXC
2/19

#Global #CleanEnergy #ETF relative to Global #Energy shows an interesting picture.

$ICLN vs $IXC
3/19

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might be down over 1YR, but $EZA performance in USD (-15.9%) is still way ahead of both $URTH (DM -22.2%) & $EEM (EM -28.9%) over the same period.
Read 19 tweets
"The 21st Century Question: Emergently Engineering the Future"

Follow this 🧵 today and tomorrow for highlights from our 2022 #AppliedComplexity Network and Board of Trustees Symposium:

santafe.edu/events/annual-…

#Web3 #Cities #Polarization #EmergentEngineering #Decentralization
We start with a talk by SFI President David Krakauer:

"Would anyone care to guess why we're so GOOD at building transistors and so CRAP at designing drugs?"

"This thing [points to transistor] lives in a centralized system. This thing [points to cancer drug] lives in US."
"I'm going to pick on economics, because we like to do that at SFI. 'Ooh, look at that cover! So techy. Global, heat maps...' But here's 'Networks' [in the textbook]. THAT'S IT. Here's '#ComplexityEconomics.' NOTHING."
Read 111 tweets
What in the damn world is this conglomerate that is happening called @HydroWhalesClub? #Hydrowhales is constantly adding more and more #value with real #nftutility. Let's cover some things real quick so you can #DYOR and see why this #opportunity is like none other.
Begin 🧵
1/ @HydroWhalesClub has #minted out and has built one of the strongest #NFTCommunities I've seen in #web3. They don't get involved with the #drama in this #space and always stay #professional. Hop into #Hydrowhales #discord and see how much of a #family this #community is.
2/ While the #NFTcommunity is one of the most important things to me, #Hydrowhales #nftutility is quite astonishing. #HWMC started with 305 #BTC #miners to provide steady #cashflow to this #NFTProject. Of course these #asicminers are held at a hydroelectric power plant.
Read 9 tweets
1/ A software engineer is a solution provider not only someone who writes code or helps to get code written.
#softwareEngineering #webDevelopment #code #softwareEngineer #solution #value #business 101 software engineering realities you must be aware of (esp
2/ Code is one of the ways to reach a solution, not the only way.
All the points at: geshan.com.np/blog/2022/09/s…
#code #noCode
3/ Solutions have value, mainly in terms of money earned or money saved. So the software you write is a path to saving money or earning more money for the business.
#businesValue #value #soluiton #softwareEngineering #webDevelopment
Read 101 tweets
It's #VALUE_SERIES 🚀

@izra_elf a student of #DG_ACADEMY will ride us into the world of indicators as he will explain "RSI: RELATIVE STRENGTH INDICATOR"

#Value awaits as we ride 🚀🚀
🧵1

#ValueSeries #trading #Crypto #dgcryptotv #indicators #RSI
The #Relative_Strength_Index is a convenient indicator for one to use for trades. This #indicator mainly spells out the #overbought and #oversold situation of the market. So, What exacty is the Relative Strength Indicator?

🧵2
Commonly called the #RSI, this is a technical analysis tool that can help show the momentum of a market. The #RSI when added to your chart, acts like an oscillator which rotates between 0 and 100.

🧵3
Read 16 tweets
The Various Ways of determining the #value of a #company/#business

It can be tricky to determine to value of a company.
Most businesses hype their numbers while some don't even know theirs.

Let's see how...
I'm gonna try to keep it very simple, nothing too technical here.
🧵
#Asset Approach:
The most common way of knowing the value of the company is by calculating at the value of assets it has (also accounting for it's liabilities obviously)

However, this might not be the best way to value every business.. it might suit some over others.
#Income Approach:
This is by far my favourite, cos I believe the real value of a business is in it's income.

We do this by dividing the annual earnings by its capitalization rate. The C.R is the value that is used to convert a company's annual earnings to its company value.
Read 5 tweets
It's weekend and it's the end of the month. The #markets are closed.

So there is the perfect time to analyze the #momentum & relative #strength of the markets.

This information is relevant for all #investors, but especially for #trend #followers 📈📈📈

#marketresearch

🧵
The #momentum of the markets are one of the most powerful forces in the evolution of the #asset #prices.

The #reversion to the mean is the opposite force, which is equally powerful. Momentum works on a short and medium term (up to 3 to 5 years).
There is a ton of academic research related to the momentum and the benefits of using it and relative strength. But presenting it this is not the purpose of this #thread.

Relative strength is actually a comparison between the #momentum of two or more #markets.
Read 35 tweets
We are LIVE tweeting the panel discussion with @teddyboylocsin, @stephenharper, @PandaJay, Jane Holl Lute, @palkisu

Stay tuned for updates!
Join us using this link:

#Raisina2022 #RaisinaDialogue
.@teddyboylocsin: We live in extremely dynamic times—autocratic and subversive regimes will eventually be under immense strain and crisis. History does show that open, responsible, and adaptive systems of #governance have the best chance of success.

#Raisina2022
Read 13 tweets
"Even with the government subsidies, people in #Egypt, #Tunisia, #Syria, #Algeria and #Morocco spend between 35 and 55 per cent of their income on #food. They’re living on the edge: small price rises bring #poverty and #hunger."

➡️braveneweurope.com/michael-robert… #wellbeing #consumption Image
"Just before the pandemic, in 2019, American non-financial corporations made about a trillion dollars a year in profit, give or take. This amount had remained constant since 2012. But in 2021, these same firms made about $1.73 trillion a year. ...
... That means that for every American man, woman and child in the US, corporate America used to make about $3,081, but today makes about $5,207. That’s an increase of $2,126 per person. ...
Read 8 tweets

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