Genomics🧬- you don't have to be an investor. But I truly believe everyone can benefit from at least learning the basics.

This 🧵 will give you a simplistic route to accumulate knowledge in a complex scientific improvement.

$BEAM $CMLF $ARKG Image
1/ Initially, wanted to do a deep dive into $BEAM and $CMLF.

That may be helpful, but then I realized; if I can share how you can simply learn about this sector, it may be serve longer lasting purpose.

Inspired by @AviNMash education Thursdays. #PeakLife Image
2/ @CathieDWood has publicly said this many times, Genomics could be the best performing sector over the next decade - stop here and buy $ARKG? Or read on to learn more ..

CRISPR - Clustered regularly interspaced short palindromic repeats Image
2a/ Watch 📺 - Human Nature on $NFLX. This will teach you the basics of CRISPR. You’ll learn more about the evolution that has taken place in science over the past several years. How CAS9 is used and much more! Image
3/ Once above is completed spend time learning about the advancement of this technology. Base editing.

The longer we base, the bigger the breakout ? For base editing you have to hear it from the mastermind himself @davidrliu :

ted.com/talks/david_r_…
4/ Basics ✅. Now peep @NatHarooni page who shares insightful knowledge on this subject consistently and its awesome.

$BEAM bros! He talks in depth about many stocks in this sector, and has a great baseline understanding. Image
5/ "And the person who has the data matters, but the person who understands and uses the data wins."-@AnthonyOhayon

spoti.fi/3xcPDwJ

Tune into @PoundingDaTable epi 26 , and you will be fascinated with $CMLF. s/o @tweetatmehomie 🤛 Image
6/ I hope you are able to walk away with a high level understanding into an area that has the potential to vastly change our lives forever.

Hopefully, this triggers the curiosity to dig deeper and learn more :) $ARKG

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More from @rhemrajani9

27 Jun
5 powerful investing quotes, that will push you to think further and deeper, i'll start the thread with one to kick it off:

“I love quotes… but in the end, knowledge has to be converted to action or it’s worthless.” – Tony Robbins

🧵...
1/ 💡“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” – Albert Einstein

Compounding returns over a long duration will enable you to create wealth over time 💸
2/ 💡"Know what you own, and know why you own it." — Peter Lynch

Try finding companies that you enjoy learning more about and develop your own investment thesis. Its more fun when you are rooting for companies you are more knowledgeable on. Concentration
Read 8 tweets
20 Jun
7 years, 8 IPOs - couple things I learned

- In hindsight buying these companies around the IPO produced exceptional returns ➔ (𝗹𝗼𝗻𝗴 𝘁𝗲𝗿𝗺 🧵)
- The narrative probably stated they were overvalued the entire way ➔ (𝗰𝗼𝗻𝘃𝗶𝗰𝘁𝗶𝗼𝗻 🧵)

🧵 below
1/ 2014 : $BABA

IPO open price for retail - $92.70
estimated market cap at IPO - $~225b

Close price on 6/18 - $212.30

Do I own: No
2/ 2015 : $SQ

IPO open price for retail - $11.20
estimated market cap at IPO - $~4b

Close price on 6/18 - $237.05

Do I own: Yes
Read 12 tweets
7 Jun
If you are a long duration focused investor, this is a must listen 🎧

@patrick_oshag w/ Dennis Lynch spoti.fi/3ip40da

Brief 🧵 below: long term investing, individual temperament in volatility, testing your thesis, and much more!
1/ Lynch talks about having a long term mindset. Being focused on winning through time arbitrage.

Interesting perspective, that short term technical algorithms may win now, but keeping a long view is his goal, as well as maintaining temperament. Image
2/ $FB is an example he uses. Investing pre-ipo, Lynch was confident that the company’s social graph lent itself seamlessly to transition into mobile.

Collects constant feedback from his team, helps them test their thesis proactively. Image
Read 10 tweets
19 May
What is the mission statement of the company you are investing in? Does it excite you?

15 companies I believe have exciting missions and if they continue to execute can be big winners in the future.

Sub 150b as of today , list below ⤵️
$AGC/@GrabSG - “Drive Southeast Asia Forward”

Malaysia used Grab's services to distribute stimulus payments. This region will have multiple winners, huge runaway ahead. Superapp in the making.
$ARVL - "Zero-emission mobility solutions for your city."

Innovative take to the manufacturing process; microfactories. Partnerships w/ UPS and Uber. Sleek designs, which can be easily adjusted based on customer needs!
Read 16 tweets

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