Discover and read the best of Twitter Threads about #tweetstorm

Most recents (24)

#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: 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
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.

Harsh Pant and @KartikBommakan1: China is using #COVID19 as an opportunity for potential Chinese military action…

.@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…

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
.@realDonaldTrump communicated with #WeThePeople in an epic Tweet Storm last night (3/19/2020) 2 share the actions by public servants 2 address the Chinese Coronavirus crisis now a reality N the United States. Here's a thread to organize them all into 1 thread.


Read 72 tweets
#TweetStorm - #RSI hits 23 on #Nifty. Converting this long post on… 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
1) Today marks the 30th anniversary of the start of the #VelvetRevolution. Although I didn’t realize it at the time, this moment triggered a chain of events that would indirectly affect me in a myriad of ways. This #story is a bit rambling, but please hear me out…
2) First, let’s back things up to 3/31/90 - the final day of the #NHL regular season. I listened to the @penguins v. @BuffaloSabres on @KDKA 1020, as usual. But this was no ordinary game.
3) The #Pens needed a tie or win to advance to the playoffs. Also, #MarioLemieux was back in action for the first time in months. The stakes were high. I was 14 years old. This game meant the world to me. .
Read 23 tweets
#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.
2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.
3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.
Read 9 tweets
#TweetStorm -#LTCG Tax on Equity - Taxing Genuine Investors to get a best case 3000-5000 cr of Tax Revenue and losing 15 lakh crore Market Cap but not catching and penalizing Tax Evaders/Money Launderers does not seem Morally or Revenue Right. #Tweetstorm.
The Big Statement in #Budget2018

3.67 Lakh Crores of Exempted #LTCG Tax in A Y 2017-2018 and 20k crores expected in tax revenue in 2019 and 40k crores in 2020.
Matching the 3.67 lakh crore number with Income Tax Website.…

Looks like 5 years data added as per Income Tax Website.

All Tax Payers – Range of Long Term Capital Gains Tax
Read 15 tweets
“It’s About Time!”
by @DickieArmour

You have 24 hours a day.

But how do you spend your time?

This #tweetstorm is a wake up call.

It’s about time, and how you spend it.

#Time #TimeManagement #24Hours #itsabouttime
Let’s assume each day begins and ends at midnight.

Let’s assume we work for 10 hours a day, 5 days a week.

That leaves 14 hours.

We sleep for 8 hours a night.
That’s leaves 6 hours every week day.

And 16 hours each Saturday and Sunday.

That’s 6 x 5 = 30 hours Mon - Fri + 32 hours at the weekend.

A total of 62 hours a week, of your time to spend.
Read 15 tweets
After reading this, your thinking on the brain will not be the same. The thoughts are mine. The words from @nickwarren #tweetstorm cc @subsetharry @kimadele10 @argent_phil @iPerrySimpson @ai_rajsharma @DaveHillman2 @Samlindley9 @CaroleAnnRice @scottkeyser @NikiCassidy @pennypower
#1 - They diagnosed me with #dyslexia when I was 43, but by then it didn’t matter.
#2 - I already knew my brain was different.
Read 35 tweets
In 2015-2017 A lot of people wanted to become Full Time #Investors via #Smallcaps seeing #Multibaggers shown by #Advisers #Investors. In 2018-2019 a lot of people want to become Full Time #Traders via #OptionWriting, #Futures seeing #M2M shown by #Trainers #Traders
We used to earlier get influenced by people succeeding in your #social circle where you would know people over the years but now we get influenced by #SocialMedia successes that may or may not be true. #Tweetstorm on questions on approach to #FullTime #Trading
In 2018 we got a crash in #Smallcaps and #portfolios are down 10-50%. This will test out people who became #fulltime #investors without thinking or preparation. Now in 2019 if you want to be a #FullTime #Trader this #tweetstorm gives you only questions to help you think!.
Read 17 tweets
One critical failure of (mis-applied) empirical / scientific thinking is over-reliance on evidence. Evidence is critical. It's just not enough - we can easily be misled by data.

Here's a a couple dozen tweets on how this happens, and what to do about it. #tweetstorm
tl;dr; In general, be wary of over-reliance on evidence, since it is inevitably conditioned on many assumptions or factors, some of which change.
That overreliance on data is especially bad with small n, or in complex domains, or in domains with non-predictive theory.
The obvious reductio-ad-absurdum for over-reliance on evidence is when n=0 for the case we care about.
This is basically @nntaleb's case of induction by turkeys - they weren't killed yet, so they are safe. In fact, even with very large n, all data is conditional, not absolute.
Read 30 tweets
Time for a pre-turkey #tweetstorm on the biggest positioning/flows driver in the US #interestrates and #bond markets, and it’s a monster. 1/
As always, some background. This story starts in the #Eurodollar futures markets, which are basically bets on where 3m LIBOR will settle on a given day. E.g., a Dec 2019 ED contract pays based on where 3m LIBOR is on Dec 16, 2019. 2/
When expectations of 3m LIBOR fall, ED prices rise and vice versa. So the price of an ED is like a bond in that respect. 3/
Read 14 tweets
1/ Happy Monday Twitter. ⚠️ #tweetstorm 🌪️ #alert ⚠️

My #LegalGeek #FOMO peaked when I missed @nwaisb talk on #AI #hype which is still ALL OVER MY TWITTER FEED. Plus now I have #ACCAM18 #FOMO so here's a bunch of 🤔re #AI, #MachineLearning, #EmergingTech #hype, and #marketing.
2/ As @ZachAbramowitz thinks there's no fun in agreeing: no, I don't think @nwaisb / @KiraSystems & others have benefited (on net) from the AI hype. I'd say hype hurts us all, bc it trades short term gainz to a few players for long-term pain shared by all.
3/ New entrants can feel the need to build #buzz for brand awareness + brand lift. I wouldn't exactly disagree this may help new offerings generate leads + fill their pipeline. Piggybacking on an existing trend with #hype is a shortcut to buzz, BUT with many pitfalls ⚠️
Read 16 tweets
Learn more about our new study, “Computational noise in reward-guided learning drives behavioral variability in volatile environments” (, with @FindlingCharles, @vasilisa_skv and @StePalminteri! #tweetstorm #preprint 1/16
When tracking the value of actions in volatile environments, humans make seemingly irrational decisions which fail to maximize expected value. Existing theories attribute these ‘non-greedy’ decisions to information seeking – a.k.a., the exploration-exploitation trade-off. 2/16
Based on my recent work with Jan Drugowitsch on the origin of behavioral variability in probabilistic reasoning (, @StePalminteri and I reasoned that non-greedy decisions may be caused by computational noise in the learning of action values. 3/16
Read 16 tweets
1/ What's wrong with #lawfirm compensation? Let @jordan_law21 count the ways.As predicted 🔮 (by me, about what I was going to do 😇), a #tweetstorm. First the link:…
2/ Next, my favorite #micdrop 🎤 quote: "law firms incentivize their lawyers to act in ways that are counter-productive to lwayers' happiness, clients' satisfaction and the firms' effectiveness." and 💥goes the 🧨-- more #truthbombs follow.
3/ 💯 agree that legacy compensation systems (and the attendant infrastructure of #tech, #process, #policy, governance as well as resulting #culture) emphasizes #lawyer effort over #client outcomes (namely, the billable hour). BUT I add here: what would be a better #alternative?
Read 15 tweets

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