Discover and read the best of Twitter Threads about #investing

Most recents (24)

Should listed IT companies cheer the lay offs in the start up eco system?

A quick 🧵 on the same.

Do ‘re-tweet’ and help us educated more investors (1/14)

#Investing
There are 2 most talked about reasons for the current IT sector under performance,

(A) Increasing interest rates & hence reset of valuations
(B) Operating margins shrinking because of the ‘Great Resignation’ (2/14)
(A) Lets talk about valuation reset first,

One way of valuing stock is using the DCF method.

(a) You project the future cash flows of the business for the coming 3-5 years & discount it at a particular rate to arrive at today’s value of the business (3/14)
Read 14 tweets
Here is a thread on #SBI. It simply shows what storytelling is lying all the time to you.
"Changing timelines can change the Narrative and numbers." The next line of defense is just about to be taken down. So,here is the first image that seems to support that arugument. But, wait.
"But,how do I know when to buy and sell. I need enough track record or clear buy signals." This crowd would have failed miserably because when the signals and charts were perfect, only losses followed.
Read 5 tweets
Affle India Ltd Analysis! 🇮🇳

A Detailed Thread🧵👇🏻
#investing #stocks
(1/17)

About:

Affle is a global technology company with a proprietary consumer intelligence platform that delivers consumer recommendations and conversions through relevant Mobile Advertising. It aims to enhance returns on marketing investment through contextual mobile ads.
(2/17)

Affle’s platforms:

• Appnext
• Jampp
• MAAS
• mDMP
• mediasmart
• mTraction Enterprise
• RevX
• Vizury
Read 18 tweets
Given the ongoing market volatility, here's a series of notes & quotes from @biancoresearch and @AshBennington on today's @RealVision Daily Briefing:



📝 🧵👇 (n/7)
1// -20% Market Correction in the S&P 500

>> From the previous high to today's intra-day lows, the S&P 500 reached the -20% drawdown threshold.

>> Many stocks have experienced large negative price performance thus far in 2022.

#Markets #investing #volatility
2// S&P 500 Has Fallen for 7 Consecutive Weeks

>> The last time this happened was in 2001 (Jim Bianco)

>> Here's the $SPX data from Koyfin for Friday closing prices: 📉😢

4/8: 4,502.29
4/14: 4,392.59
4/22: 4,271.78
4/29: 4,131.93
5/6: 4,123.34
5/13: 4,023.89
5/20: 3,901.36
Read 8 tweets
KEI INDUSTRIES Analysis !!
#KEIIndustries

A detailed thread below 🪡🧵
#StockMarket #Investing
▪️ About -

KEI was incorporated in 1968 as a partnership firm, Krishna Electrical Industries, with prime business activity of manufacturing of cables & wires. In 1992, the firm became a public limited company under the name of KEI Industries Limited (KEI). Co is among India’s
leading manufacturers and marketers of cables & wires, with a comprehensive product portfolio ranging from housing wires to Extra High Voltage (EHV) cables.
Read 23 tweets
Rejection hurts. There's no denying it.

But just because your business pitch was rejected by a venture capitalist (VC) doesn't mean that your startup is doomed.

In fact, getting rejected can be a good thing. It can help you learn, grow, and become a stronger entrepreneur.

🧵
Here are three things to do when your business pitch is rejected by a VC:

1. Don't take it personally

It's easy to take rejection personally, but it's important to remember that it's not about you as a person. It's about your business pitch.
Maybe the VC didn't like your idea, or maybe they didn't think your startup was ready for investment.

Also remember,  VCs are bombarded with pitches every day. They can't invest in all of them, so it's not surprising that most pitches are rejected.
Read 8 tweets
AMI ORGANICS Analysis !!
#AmiOrganics

A detailed thread below 🪡🧵
#StockMarket #Investing Image
About -

Ami Organics Ltd (AOL)founded in 2004, is one of the leading pharmaceutical companies manufacturing different types of Advanced Pharmaceutical Intermediates, Active Pharmaceutical ingredients (API) for New Chemical Entities (NCE), KSM, agrochemicals and fine chemicals.
Financial Summary -
Q4 FY22 (YoY)

Revenue were at ₹144 Cr ⬆️55%
EBITDA at ₹26 Cr ⬆️ 11%
PAT at ₹21 Cr ⬆️ 38% Image
Read 16 tweets
The banking sector has been an underperformer since COVID. What makes it so interesting now? (1/8)

#bankingsector #COVID19 #investing
The banking sector is the backbone of our economy. The health of our banks has always played a major role in our economic growth journey. (2/8)

#india #economy #banks
With the introduction of the Asset quality review in FY15-16, banks' asset quality has been under pressure. This was further aggravated by events such as demonetisation, GST, and the IL&FS crisis. As a result, the GNPA ratio for Banks rose to 11.2% in FY18 vs 4.3% in FY15. (3/8)
Read 8 tweets
Almost to the day 3 yrs ago here is our chance to get hilariously rich see this article then come back here

thehustle.co/how-i-made-13-…

#cardano
#passiveincome
#cryptocurrency
#bitcoin
#ico
#etoro
#investing
#altcoin
#ethereum
#hexicans
#cryptocurrencytrading
/2 Pulsechain a copy of ethereum is launching and here is how to get in day 1
/3 for us that did not know about this launch you already missed the opportunity because outsiders cant buy on day1 but there is a secret way in
Read 14 tweets
More Pain Ahead.
Wonderful article from Credit Suisse
Must Read.

@564pankaj⁩ ⁦@JustPunforfun⁩ ⁦@gautam_icma⁩ ⁦@SubhadipNandy16⁩ ⁦@SahilKapoor⁩ ⁦@ankitapathak_⁩ ⁦@avasthiniranjan⁩ ⁦@virtual_kg

#Investing #Inflation #recession
Apocalypse Now.
Read 7 tweets
#Inflation will always be one of the prime reason of making #investments in #Equities. Rest depends up on #investors behavior, asset allocation & the #goals. Focus on 'Real Return' not marketing gimmicks. #SaarthiZarooriHai
& #PlanZarooriHai with #MasterMindFinnAsset (1/n)
#Investment decisions contribute in a big way to inflation-proofing your #mutualfund portfolio. Frequent churning, performance chasing & exiting at the first sign of volatility lead to sub-optimal gains. (2/n) #MutualFundsSahiHai #investing #investors #StockMarketIndia
Avoid making impulsive #investing decisions based on predicted short-term changes in the #economy. Make sure any strategies you use to hedge against #inflation align with your overall #FinancialFreedom plan & assists to meet your #financial #goals. (3/n) #goalsetting #investing
Read 6 tweets
TEN INDISPENSABLE COMMANDMENTS FOR ALL STOCK MARKET PARTICIPANTS

Time tested lessons for a less painful stock market journey

A thread

#StockMarket #investing #tradingpsychology
1/ “An investment in knowledge pays the best interest.” Benjamin Franklin

It’s true that more than 90% of retail traders/investors have been losing money in the stock market. Even highly educated people, who did great in the other fields, are losing money in the markets
Major reason for these losses is the lack of knowledge about the investments they make.

People will do a lot of research and bargaining before buying a 100 rupees stuff but will blindly make huge investments in the stock market, many times just on the basis of news or hunch
Read 43 tweets
Quite a morning already in financial markets.
Based on the 4-item risk factor framework I've been discussing with you for weeks, here's where we stand as of now
The What: Another risk off session for stocks and other risk assets.

1/
The Why: Growth concerns are compounding the unsettling effects of inflation and liquidity worries.
The So What: The continued large wealth destruction is starting to trigger spreading market-functioning worries as those keeping an eye on volatile and gapping US government...

2/
... bonds explore the possible linkages to what's happening in the crypto space,

#markets #stocks #oil #bonds #investing #investors #economy #inflation #growth

3/
Read 3 tweets
MTAR Tech Ltd Analysis! 🇮🇳

A Detailed Thread 🧵👇🏻
#investing #stocks
(1/13)

About:

MTAR Technologies develops and manufactures components for the defense, aerospace & nuclear sectors. It was incorporated in 1970 to serve the technical & engineering needs of the Indian government in the post embargo regime.
(2/13)

Client Base:

The company has a renowned client base, including reputed players such as Bloom Energy Corporation, ISRO, NPCIL, and DRDL.

It has established relationship with its customers and has been receiving repeat orders from its clients.
Read 14 tweets
World's largest Cement Company, Holcim plans to quit the Indian market?

A detailed 🧵 on

- The reasons
- It's impact on Indian Cement Industry
- Who are the potential buyers?

#stocks #investing
Holcim is a Switzerland-based building materials conglomerate & world leader in cement manufacturing.

The company holds 63% in Ambuja Cement which in turn holds 55% in ACC. It also has an individual stake of 5% in ACC.
The company has been dominating Indian market for 17 years but now it's planning to exit India which means it will sell it's stake in Ambuja Cement and ACC Ltd!

But why it's doing so? Is profitability a concern?
Read 14 tweets
Investing lessons from one of the greatest investors of all time and the ultimate bargain hunter 💡

Sir John Templeton ⤵️

(1/17)

#StockMarket #investing
1) Invest for maximum total real return

This means check the return on your capital after adjusting for taxes and inflation.

Eg : If you park your money in a FD generating 6% return then actual return is not 6% as inflation would reduces your purchasing power.

(2/17)
2) Invest – don't trade or speculate

99% of the time, doing nothing is the best thing to do in market as the average investor who invests for long term will make same or more money than the one who is actively looking at the ticker to hunt trading opportunity.

(3/17)
Read 17 tweets
Power Grid Corp Analysis! 🇮🇳

A Detailed Thread🧵👇🏻
#investing #stockstowatch Image
(1/18)

About:

Power Grid is a Maharatna CPSU & India’s largest electric power transmission company.

As on December 31, 2021, PGCIL owned transmission lines of 172,190 ckm with 264 substations
with capacity of 469,600 MVA.

GOI has 51.34% stake in the company.
(2/18)

• Powergrid transmits about 50% of the total power generated in India on its transmission network

• It also undertakes transmission related consultancy to more than 150 domestic clients and owns & operates 71673 km of telecom network
Read 19 tweets
1)The #Uranium #mining #stocks #investing thesis👨‍🏫 in May 2022 is now the most bullish it's been in 4 decades!🤠🐂 Here's a thread to bring you up to speed🏇 on how a record Uranium supply deficit⤵️⛏️ is colliding💥 with a global #Nuclear #Energy Renaissance.⤴️🌞🏗️⚛️ 🌊🏄‍♀️🧵4U👇2 Image
2)Entering 2022, #Nuclear fuel consultants UxC & TradeTech estimated 200M lbs of #Uranium demand versus only 135M lbs of mined supply for a ~65M lbs deficit for many years to come.↕️ #Nuclear utilities draw down inventory & rely on ~25M lbs of Secondary Supply to fill gap⛏️👇3 ImageImage
3)Then to make matters worse, #Russia invaded #Ukraine🪖 turning the #Nuclear fuel market on its head.🙃 Russia's 39% of global enriched #Uranium, 27% conversion & 14% of mined U supply are a target of emerging US & EU import bans & self-sanctioning by western utilities🇷🇺⛏️⛔️👇4 Image
Read 13 tweets
No way of knowing of course, and in the end, our opinions have no value.

What are the facts we currently have and on which we should base our acts upon instead of mere opinions?

->

#uranium #u3o8 #nuclear #investing #commodities
-> Broad market is in a downtrend and the expectation is that rallies will be sold
-> #Uranium sector equities are showing momentary relative weakness
-> Spot price is showing relative strength
-> Long term trend in U leaders is mostly fully intact
Best way for an investor who has no means of timing the market, is to scale back in gently. It is to remember though that the possible downside is still quite large if the sector stays correlated to broad market.
Read 6 tweets
Major Support of IT #Stocks on Chart 🧵

1) TCS - 3200-2800
2) Infy - 1450-1360
3) Wipro - 460
4) HCL - 1000-900
5) TechM - 1200-1000
6) LTI 4500-3500
7) MindTree - 2900
8) Mphasis - 2360

Kindly Re-Tweet like for Max Reach

These can be considered as buying levels

#investing
TCS
INFY
Read 10 tweets
Share analysis article: socinvest.app/post/l-t-techn…
Share analysis video:
Read 4 tweets
Avenue Supermarts Ltd Analysis!🇮🇳

A detailed thread🧵👇🏻
#investing #StocksToBuy
(1/15)

ASL is engaged in the organised retail business through its DMart chain of stores. It was incorporated in the year 2000.

Mr Radhakishan Damani, an equity market investor, is its promoter.

ASL has 263+ hypermarket stores across 13 states and one union territory.
(2/15)

It’s subsidies:

• ALIGN RETAIL TRADES PRIVATE LIMITED (ARTPL) : is engaged in the business of packing and selling of grocery products, spices, dry fruits, etc.

• AVENUE FOOD PLAZA PRIVATE LIMITED (AFPPL): is engaged in the business of operating food stalls at DMart
Read 16 tweets
INTELLECT DESIGN Analysis !!
#Intellect

A detailed #Thread below 🪡🧵
#StockMarket #Investing
About -

Intellect Design Arena is engaged in the business of software development & delivers financial technology products for the BFSI (banking, financial services and insurance) domain. Intellect Design Arena has a comprehensive portfolio of products across Global consumer
banking (product name: iGCB), central banking, Risk & treasury management (product name: iRTB), Global transaction banking (product name: iGTB) and Insurance (product name: SEEC). The co is headquartered in Chennai & has a global presence across the world & serves 240+ clients .
Read 23 tweets
Unravelling the most awaited and #LARGEST #IPO of #India. #LICIPO #LIC #Investing #Equity #DRHP
Random FACT - LIC is a part insurance and part investment products company.
The price band is set at Rs 902 - Rs 949 per equity share, and I find it very attractive.
Read 24 tweets

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