1/n
Thread🧵on 🔥 stocks for the week ended Jun 4, 2021.

Category A: Highest returns

1. Large cap stocks (market cap > ₹ 20,000) that generated minimum 6% returns last week:
2/n

Mid cap stocks (market cap ₹ 5,000-20,000 crores) that generated minimum 7% returns last week:
3/n

Small cap stocks (market cap ₹ 1,000-5,000 crores) that generated minimum 10% returns last week:
4/n

Micro cap stocks (market cap ₹ 100-1,000 crores) that generated minimum 10% returns last week:
Total large caps (M cap > 20,000 cr: 196)
Total mid caps (M cap > 5,000 - 20,000 cr: 238)

Category B: List of large and midcaps trading within 5% of 52 week high and all time highs 📈

5/n
Total small caps (M cap 1,000 - 5,000 cr: 434)
Total micro caps (M cap 100 - 1,000 cr: 906)

List of small and microcaps trading within 5% of 52 week high and all time highs 📈

6/n

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More from @MultipieSocial

4 Jun
#RBIPolicy
RBI's monetary policy committee (MPC) outcome is to be announced today at 10 am.

We thought of writing an explainer thread🧵on key RBI Monetary policy tools & their implications. This should help you understand the policy better.

Please RT to educate more folks.
1/n Image
What is Monetary policy?

Monetary policy is the use of instruments under the control of the central bank to regulate:
✅Supply, cost and use of money & credit

With end objective of controlling:
✅Inflation, Liquidity, Balances, Exchange rate and overall financial stability

2/n
What are the tools used by RBI?

RBI (or any Central Bank) has various tools at its disposal to achieve its above-mentioned objectives. We have noted these tools in the left half of image below 👇

3/n Image
Read 18 tweets
30 May
📢Update:
All episodes of our podcast🎙️series 'Breaking Investment Stereotypes' with @singhalrajk are now available on our Youtube channel!

Podcast with Saurabh Mukherjea (CIO, Marcellus) here:

Please subscribe🔔for alerts.

Short🧵on episodes 👇
1/n
Ep. 8
Guest: @Lakshmi1876 (Debt CIO, Kotak AMC)

✍️State of Fixed Income securities in India
✍️India versus US fixed income
✍️Understand global macro & RBI response
✍️Credit risk fund and Global debt funds
✍️Asset allocation and risk management

Link:
2/n
Ep. 7
Guest: Alok Jain (Founder, @WeekendInvestng)

✍️Origins of weekendinvesting.com
✍️Experiment with various styles
✍️Exit principle on positions
✍️Psychology and investing
✍️Managing drawdowns
✍️On journaling trades and investments

Link:
3/n
Read 10 tweets
24 May
Hello folks!

Take a work break and check out what we found interesting - snippets, reading and video links from last week.

Sharing curated #MultipieWeekly🌱(#3) for you
1/12
1. Banking result season for Q4 has come to a close, so we compared "Total net addition of stressed loans" across Tier I Banks in FY21.

Do you see a surprise?
Data source: Ambit research
2/12
2. We found this table on valuation of agro-chemical players worth highlighting.

At 43x P/E, the mean valuation of the pack is higher than historical averages and inching towards FMCG valuations. Is there Margin of Safety?

Note: EV = MCap + Net Debt (Debt - Cash)

3/12
Read 13 tweets
19 May
Revolution, Digital Gold, Ponzi, Scam..

“Bitcoin” – almost everyone has an opinion on it! Bitcoin, along with other coins in Crypto Land, have seen a steep correction in last few days.

Let's use this fall to simplify and de-jargonize the complicated world of Bitcoin.
Thread 🧵
𝐎𝐫𝐢𝐠𝐢𝐧𝐬: Bitcoin was born in chaos, in the aftermath of 2008 financial crisis – banks collapsing, counter parties abetting on contracts and declining trust in Central banks. It was designed as a peer to peer decentralized monetary system devoid of intermediaries.

1/n
The domain Bitcoin.org was registered in Aug 2008 and the Bitcoin paper (bitcoin.org/bitcoin.pdf) was published on Oct 31, 2008. This started the journey of Cryptocurrency.

Bookmark this visual comic form explanation of the whitepaper: whitepaper.coinspice.io

2/n
Read 22 tweets
17 May
It's a new week and a pleasant rainy morning here in Mumbai!
Grab some tea/ coffee as we share some snippets and readings from the week gone by that we found interesting.
#MultipieWeekly
1/n
1. Interesting slide from CRISIL that depicts the trend of raw material cost inflation across industries and their ability to pass on the cost to end user (pricing power).

2/n
2. General and health insurance companies are seeing a major spike in Insurance claims as a result of larger than anticipated second wave.
Source: Business Standard

3/n
Read 14 tweets
16 May
Continuing with our Q4 and FY21 results coverage.

𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 𝐞𝐱𝐭𝐫𝐚𝐜𝐭𝐬: In this thread, we will highlight select extracts from company presentations that we found interesting.
PS: None of it is an investment advice.
#Q4withMultipie
1/n
1. L&T Infotech: Between 2019 and 2021, LTI has deepened its' capabilities and offerings into top tier of partners across key platforms such as AWS, Google Cloud, IBM, Services Now and Snowflake.
#Q4withMultipie

Link:
archives.nseindia.com/corporate/LTI_…
2/n Image
2. Supreme Industries: Supreme has market leadership (or among Top 3) in each of its segments - Plastic piping, furniture, packaging and industrial products.

Both P&L and Balance sheet look stronger at FY21 end as highlighted.
#Q4withMultipie

Link:
archives.nseindia.com/corporate/SUPR…

3/n Image
Read 35 tweets

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