Discover and read the best of Twitter Threads about #fintwit

Most recents (24)

OFFICIAL TUTORIAL FOR @unusual_whales AND @KobeissiLetter TRADE SUCCESS:

2 weeks ago, I began posting trades that I made using these services and made over $300K in a year of trading.

Thank you @unusual_whales and @KobeissiLetter, you are MUST FOLLOWS & SUBSCRIBE!

HERE'S HOW:
I would like to begin by saying that none of this is financial advice and i am note being compensated by unusualwhales.com or thekobeissiletter.com or any other party. this is something I am doing to give back to #fintwit, the community that changed my life for the better
Additionally, please Like, Comment, Retweet, and follow if you enjoy this guide. i put a ton of time and effort into this and would definitely consider a follow up to this to answer any questions and further explain my story and strategy if this gains interest.
Read 25 tweets
Good Morning #fintwit

As promised; a 🧵with feedback of call with SE Asian e-commerce expert & consultant

Broken into 5 sections:
A. ASEAN e-commerce trends
B. Experts opinion on each major players
C. Indonesia e-com. market
D. Fintech & Payments
E. Super App Potential

👇🏽👇🏽👇🏽
A. Summary Views on ASEAN E-commerce trends:

- Up to recently ASEAN E-commerce has been a hi cash burn business with a lot of players subsidising with use of vouchering & promotions to land grab as much GMV as possible
- However now a lot of players are approaching profitability, so the narrative is beginning to change from a focus on growth to now considering profitable growth
Read 35 tweets
@NeilBahal demerger bahal is a master of special situation investment.

This thread is dedicated to this genius named Demerger Bahal.

Today we would discuss about Jammu and Kashmir bank.

Jammu & Kashmir Bank (J&K Bank), incorporated in Jammu & Kashmir, India.
#SaturdayThoughts
is a publicly held banking company engaged in providing a wide range of banking services including Retail Banking, Corporate Banking & Treasury Operations.
It is the only Private Sector Bank in the country assigned with responsibility of convening State/UT Level (2/n)
#fintwit
Bankers’ Committee (SLBC/UTLBC) meetings.D Bank continued to discharge its lead bank responsibility satisfactorily in 12 districts of UT of J&K, i.e. Srinagar, Ganderbal, Budgam, Baramulla, Bandipora, Kupwara, Anantnag, Kulgam, Pulwama, Shopian, Poonch and Rajouri.(3/n)
#India
Read 12 tweets
1/n
In celebration of the increase in individual investors' stock market participation, a 🧵on conducting basic due diligence (single stock covered first, funds further down). Investing is not rocket science, but process is typically a key ingredient to success LT...
2/n disclaimers
(a) 1-2hrs confirming you want to part w/hard earned dollars & buy a piece of a co. is what makes an investor, (b) thread assumes you've already found a stock, (c) this is Twitter, I'm trying to cover basics, don't @ me just comment w/nuance or corrections
3/n Background research (15 minutes). The first step is so basic it hurts...google the company. Read their website. Find the wiki page. Just a basic understanding of who they are and what they do, and most importantly, does it sound worthwhile to you to dig deeper. If yes ⬇️
Read 15 tweets
¿Conoces el libro Secrets of the Millionaire Mind? 📚
Descubre las 7 CLAVES en este #MEGAHILO #fintwit

🔹IDEAS PRINCIPALES:
- ¿Cómo nuestra forma de pensar refleja el saldo de nuestra cuenta bancaria?
- ¿Cómo podemos influir en las estructuras del pensamiento? Image
- Nuestro nivel de prosperidad está preprogramado por patrones de pensamiento y comportamiento que aprendimos de niños.
- Solo podemos cambiarlo si lo reconocemos conscientemente, adoptamos activamente una nueva actitud e implantamos un “pensamiento millonario” en nuestras mentes
🔶¿Qué actitudes sobre el dinero tenemos que adoptar si queremos convertirnos en “millonarios”?💸

- Si quieres ser rico, tienes que aprender a tomar el control de tus finanzas en tus propias manos.
- Los futuros millonarios deberían tener una actitud positiva hacia el dinero.
Read 24 tweets
1> SOCIAL COMMERCE 🧵

The 🇺🇸 social comm market is projected to 📈 by 35.8% YoY to $36.62B in 2021, per @eMarketer. Social comm is when a company advertises & sells its products via social media platforms. 

$FB $SHOP $SQ $PYPL $TWTR $PINS $SNAP $TCEHY $BABA $JD $PDD $SHOP
2> 🇨🇳 remains the 🌍 largest social comm market, w/ sales exp to reach $351.65B or 13% of the nation's e-comm sales.

$FB is the largest platform in the 🇺🇸 w/ 56.1M buyers, while @instagram & $PINS have 32.4M & 13.9M, respectively. @WeChatApp is the dom player in the 🇨🇳 market.
3> Acq customers on major 🇨🇳 platforms such as $BABA ($123 average per customer) & $JD ($26) can be expensive. Brands have leveraged social comm to 📉 CAC

Live-steam social comm will be big as well. The 🇺🇸 live streaming market is nascent, but sales in 🇨🇳 are exp to be $131.52B.
Read 7 tweets
Good News for JB CHEMICALS AND PHARMA INVESTOR.
#finance
#stocks
#StockMarketindia
#fintwit
#StocksInFocus
#jbchemical
JB Chemicals & Pharmaceuticals (JBCPL) is engaged in manufacturing of pharmaceutical specialties in various dosage forms, herbal remedies, diagnostics, generic drugs, active pharmaceutical ingredients (APIs).

Incorporated in 1976, the company is part of Unique Group.
Like Britannia industries, Exide batteries or ITC Ltd and so on, JB CHEMICALS AND PHARMA company is also from the oldest capital of India from British period, that's kolkata.
Read 18 tweets
☣️1/ Timeline proving UNC been constructing SARS #coronavirus chimeras since AT LEAST 2006 (!), bent on producing live attenuated vaccine (or offing us all, depends on how you see it). Thank you, Dr. #Fauci!

Please hold "Pandora's box" of public discussion wide open on this one.
2/ 2006:
a. Look at "we need a LAV because lab leaks of epidemic strains happen"
b. List of vaccine problems, including ADE (mentioning 1992 pub on fCoV)
c. Construction of pandemic-level chimeric icGDO3-S "challenge virus" with spike from 2003 SARS case
ncbi.nlm.nih.gov/pmc/articles/P… ImageImageImageImage
3/ This lab has a history of leaks. Like SARS mice escapes. Extremely humanised BLT-L were invented c. 2019, but we just don't know what those "simpler" 2014 mice were carrying - killler chimeras or live vaccine variants. Or if lab staff got infected.

Read 15 tweets
Since everyone is running backtests, I also finished one just now. The difference is the idea I backtested makes some sense. The same strategy when traded with proper position sizing and risk management generates a CAGR of ~18% but if you go with "aggressive compounding" it can +
generate a CAGR of ~55% however the probability of you going bust trading aggressively would be quite high. Same strategy, same stop loss, same target but different returns. Is it power of compounding or backtest abuse? Aggressive compounding looks good on paper but not when +
your hard earned money is at stake. Capital conservation should be of priority. Like I always say don't get fascinated by what's being sold on #fintwit. It's a marathon, go slow if you want to be in the business 5 years down the line.

More details on strategy/backtest tomorrow.
Read 4 tweets
I want to introduce #fintwit to $BFLY (@ButterflyNetInc), a potential #MultiBagger

A digital health company that is making medical imaging accessible and affordable to everyone in the world

Some highlights from my in-depth research based on my original framework

👇🏻[THREAD]👇🏻
$BFLY Investment Thesis (1/4)

– 2/3 of the world has no access to medical imaging (MRI and ultrasound)
– Access to medical imaging is vital (2/3 of diagnostic dilemmas can be addressed through simple imaging)
$BFLY Investment Thesis (2/4)

– Traditional medical imaging devices are expensive (from $10k – $100k), bulky (cart-based), and must be operated by specially trained professionals
– Access to them is limited even in the developed countries (let alone third world countries)
Read 27 tweets
It's time.

🚨🚨MARKET TOP WARNING🚨🚨

MULTIPLE INDICATORS HAVE TURNED FOR THE WORSE!

I've got enough confirmations now to warn for a correction - the asymmetrical crash i've been talking about. 👇
#Gold #silver #rhodium #bonds #nasdaq #Fintwit #wallstreetsilver #silversqueeze
First up the most important one, Rhodium.

Rhodium tends to go ballistic in the final phase of market bubbles. Nobody knows why, but it happened before the 2000 bubble blew, same with the 2008 bubble...

...and it's showing clear topping patterns.
But it's not just Rhodium.

All INDUSTRIAL precious metals are showing similar topping patterns.

AND! The strength of those tops correlates with the industrial element of each metal.

Palladium looks like Rhodium, while Gold is going straight up. Silver offers the awnser:
Read 15 tweets
Shouldn't have touched my friend.

Don't listen to somebody who runs a literal ponzi AND pyramid scheme @goldsilver_pros. Thanks for posting a rebuttal page Richard that makes it easy.

Let's run through #HEX shall we? 👇

First off, you need a bit of humility. 30 =/= 8.5 (or 28) Image
From your own page.

- You ADMIT HEX is backed *by air*. "Whatever" is a very large range, and that includes Zero.

- Your argument against Bitcoin being a scam is "people own it". People are easily fooled.

- Ethereum isn't a scam, but there's no calls on its longevity either. Image
Finally the bottom one. There is a KEY difference that makes Bitcoin and HEX substantially different:

The process of mining costs labor/resources. Simply locking up cash, doesn't.

"Anybody wanna pay me dollars for funny money? i'll give you more funny money later!"
Read 22 tweets
💣BOMBSHELL💣

#BITFINEX CEO JAN VAN DER VELDE TIED TO HISTORIC #GERMAN DOT-COM FRAUD!

Quite the thread; so tags first.
#Bitcoin #BTC $BTC #Tether #USDT $USDT #Coinbase $COIN #USDC $USDC #Binance $BUSD #BUSD @Bitfinexed @BennettTomlin @LucaLand97 @Tr0llyTr0llFace @TESLAcharts Image
Where to start with this one. I guess first some background information on one of the biggest frauds of the Dot-Com bubble in Germany: Infomatec.

This was a company that was basically pumping its shareprice with "ad-hoc announcements", meaning literally just lying. ImageImage
Now, after reading some articles today on Bitfinex's CEO, i thought i'd have a go at trying to find out more about this guy. A quick google came up with a reddit post people probably have seen before, attached below. I've also reattached the linkedin profile that link leads to. ImageImage
Read 17 tweets
My twitter follower count has suddenly spiked to 15K today on the back of @donnelly_brent 's #fintwit top 20 survey today (Brent is a powerful man!).

I am happy to be in good company on the list, and also happy to get followers from Brent's network, which itself is high quality!
Here is the main list from Brent's AM/FX publication this morning.

I follow most of these folks already, but will have a look at the exceptions in coming days. Should I do a list?
Since I am interested in FX, I was also interested in the FX specific ranking :-)
Read 5 tweets
THE ULTIMATE FURU HANDBOOK!

Do you want to know how to be exactly like your favorite Twitter FURU?

Well, look no further because I will be telling you the tricks of the trade when it comes to pumping and dumping like a true FURU.

All of the secrets will be uncovered.

[THREAD]
Firstly, what is a FURU?

A FURU is short for fake guru.

They care more about showing off their lifestyle and getting you hyped with motivational bullshit and all kinds of pathetic nonsense instead of actually teaching you how to trade or the thought process behind their trades.
These guys are rarely transparent and they tend to be cryptic in the expression of their ideas- they word things loosely so they can fall back on their words and twist the meaning in their favor.

Also, FURUs like to acknowledge any positives about them but dismiss any negatives.
Read 23 tweets
1/ Reading @nope_its_lily and this hit hard:

"In all honesty, most finfluencers have pretty shit takes on the market. It kind of arises based on the mismatch between the skills required to actually trade and the skills required to market oneself."

nopeitslily.substack.com/p/a-polemic-an…
2/ That statement is insanely and ridiculously correct.

I think everyone who has other high-value uses of their time goes through the same thought process.

"Why am I doing this?"
3/ I mean, if you wanted to read and learn from #fintwit, you could do so without posting.

If you're not selling anything (or trying to raise AUM which is the same thing), it makes very very little sense.
Read 9 tweets
What I know about the trading style of #FinTwit’s favorite FURU (@MrZackMorris).

P.S. There’s a ton of stuff I don’t know about Zack’s style since he doesn’t really talk about it too much, but this is what I’ve gathered so far from the GOAT. 🐐

Let’s #ZackAttackMFers!

[THREAD]
DISCLAIMER:

@MrZackMorris is a phenomenal trader and truly an anomaly in this game.

However, Zack’s style isn’t necessarily your style.

I know Zack advocates people to find strategies that work for them.

If you follow anyone blindly then you will eventually lose your money.
Zack’s initial style was playing low float small caps but he has since transitioned from that as his account size and his follower count has grown.

The low float king has now evolved into the swing king.

Zack now tends to go heavy in 3-5 swings that have multi-bagger potential.
Read 25 tweets
I'm going to be posting a thread that contains a great overview of liquidity as an investment style. Shout out to @FocusedCompound and $GEOFF for introducing me to this work. #fintwit #value $fgf $nc #otc

🧵/ Image
Image
Image
Read 27 tweets
The best way to test your #tradingstrategy is to find trusted honest traders

Watch their trade calls, compare the setups to your own rules

#fintwit is a gift

test test test & compare the results

The 3cr & RsiHisto entries win every time for me
I see lots of fantastic trade calls but they are just too early

No need to suffer any drawdown, almost every time a trade moves up, it will breakout then retest, that is the 3cr and the RsiHisto bust up / down, pullback, break and close trigger

Discipline & patience
Up or down, it works the same, every TF it works the same

Use the Dragon to identify the TF / phase that you are trading

Never forget, the higher the TF the more time you need 2 give it

6 m5 bars = 30 mins 6 m30 bars = 3 hrs #GreenPips
Read 4 tweets
NEW RESEARCH!

This time, going after $ARKK - Well, the lot of em.

I heard that #Cathiewood had obtained a large amount of the float of some Illiquid stocks, and i wanted to see how big the problem was.

And i found out this woman has no clue what she's investing in. Thread 👇
So what i did;

Courtesy of arktrack.com and seekingalpha.com, i went through $ARKK's most illiquid names, to see how difficult it would be to liquidate those positions - AND to see if the companies are valued anywhere near correctly.

So i looked at some stats.
I looked at shares per company and the float, then calculated how much of that float ARK has across all funds (using the "individual stocks" tab on the site).

That's necessary because *multiple ARK funds own ALL of them!*

Also looked at 3month and 7day average volume.
Read 47 tweets
1/ #finanstwitter #pratapengar Great update on @RaoulGMI thinking! He is indeed right that we, to some extent, have to rethink valuation in the light of the dynamics of the monetary system. I am not betting that much on the next hot/new things..

2/..since these things require too much energy to try to capture. Rather I try to be on top of the political impact on markets, which requires much less precision imo.

We might get a big drop in markets which is indeed the consensus view atm, but there is also the chance that..
3/.." powers that be" powers through. They are after all smart people, regardless of what big parts of #fintwit say. Neither China nor the US has anything to gain on a "collapse" and they control the levers to some extent..
Read 5 tweets
1/6 I truly wish everyone who is invested the outmost success and mean no harm, but in terms of transparency I think it’s important for #fintwit to also highlight red flags after seeing some misguided information. $ACIC $ACHR
@DoctorSpac @ajitosu @_El_Profesorr @SpacTiger
2/6
I could be wrong, but $ACIC // Archer Aviation is no investment case for me. On one hand they do have a substantial amount of cash and objective third parties state that they have leading technicians. They also have good investors -> @ARKInvest.
3/6
Archer has a $1B + a possible $500M order of United Airlines. The extensive cancellation rights by United Airlines could leave $ACIC without a leg to stand on. It’s fairly much to the parties’ sole discretion to fully cancel the order.

sec.report/Document/00012…
Read 6 tweets
Fed Policy Forecast🧵
This is a timeline and thread open to criticism (constructive please, not 'orange man bad'). I hope others will throw some rocks at this and we all are better for it.
*Fed doesn't raise before Q1 2023 earliest and AFTER QE tapers off.
2/J. Powell is focused on full employment that according to the Fed we DID NOT achieve post GFC. The new AIT regime allows inflation to run🔥so it averages 2% over some period. He is consistently dovish in this regard IMO.
3/The highest BLS employment is Feb20 - 152,523,000 so we need to achieve at least that before J.Powell begins tightening and included in that discussion is QE currently $120B+/month.
Read 11 tweets
1/ A short thread about priors.

- What are they?
- Why do we need them?
- A few specific priors I hold.
2/ Priors are supposed to be "beliefs you hold before seeing the data".

Taken at face value this is crazy. You've been collecting data since the day you were born.
3/ But what we usually mean by priors (in a non-technical sense) is "what is your default assumption".

You may object "Ah, I don't hold any assumptions until I see the data."

That's dumb. (A) You do actually, and (B) you couldn't function in the world if you didn't.
Read 12 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!