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Tar ⚡

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6 Jul, 8 tweets, 3 min read

Read all these books in the first half of 2021 📖📚

Recommending all of them 👇🏼

Billion Dollar Whale is a fascinating story about how one mastermind was able to rob billions of dollars from Malaysian Sovereign Fund and use that money to finance everything from parties with Paris Hilton to the movie Wolf of Wall Street.

Thrilling and Insightful 💰

@Gautam__Baid

Joys of Compounding by @Gautam__Baid teaches you various aspects of the magic that is compounding.

From finance to more importantly how compounding lessons in life play an important role.

This one has both lessons in life and investing packed into one.

Highly recommended 🌱

In The Plex give you an inside view on how one of the greatest companies in the world - Google, works.

Steven Levy is one of my favourite authors 🔍

If you're a fan of history and geopolitics then this one is for you.

The Rise and Fall of Nations by Ruchir Sharma has to be one of the best books written on global political landscape and the rules that govern them today. 🌇

Re read this gem of a book. Enough has been written about it, best one to pick up esp if you're a beginner in investing.

The text that was written in early 90s is still relevant after decades. 💹

I read about David Sinclair's research a few years ago. The idea that growing old is a disease and like any other disease, can be cured intrigued me.

The author presents detailed arguments why human lifespan can be increased beyond its current limit.

Interesting Read. 👴🏽

Excited to pick next 6 books for second half of this year ✌🏻

What did you read this first half of 2021? Share the names and recommendations below 👇🏼

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More from @itsTarH

Tar ⚡

@itsTarH

8 Jul

Lot of IPOs hitting the market. As a general rule, I stay away from applying for IPOs. Here are a few reasons why 👇🏼

1️⃣ Companies are dressed up a year or so before IPO to allure investors

2️⃣ Insiders get an opportunity after waiting for years to liquidate their investment

3️⃣ Most IPOs are aimed at giving insiders an exit rather than raising growth capital for a company

4️⃣ I look at IPOs 3 to 4 quarters out, this gives me enough clarity on what the company has done post raising funds. By this time insiders had liquidated whatever they wanted to.

5️⃣ The initial exuberance dies down post 3 to 4 quarters and price action settles down

This strategy has worked out for me quite well and has prevented me from sucking into the euphoria of market.

Read 4 tweets

Tar ⚡

@itsTarH

3 Jul

Lesson from Super Investors 👇🏼

@LuckyInvest_AK

Case Study #1
Company: Mastek
Super Investor: Ashish Kacholia aka @LuckyInvest_AK

@LuckyInvest_AK is praised for his stock picks in a bull market.

Very few realize the patience and temperament required to hold through a stock position in a bear market.

@Mastekltd

As per public filings, we know Ashish sir, picked up a 1.73% stake in @Mastekltd sometime between Jun and Sep of 2018.

Read 19 tweets

Tar ⚡

@itsTarH

30 Jun

So many updates on #SequentScientific Results, almost none focus on the most important metric

Net profit before tax and exceptional items (True Cash earned by the company) increase by ~55% YoY

ROCE now above 20% and PAT increase by 36.5% are signs of Operating Leverage

Before Op Leverage kicked in for Laurus, its ROCE was in ~14%

The Advisor onboarded created the animal healthcare business for Boehringer Ingelheim (~2nd largest animal healthcare business in the world with net sales of ~4.5 Billion+ and presence in over 150 countries

Read 4 tweets

Tar ⚡

@itsTarH

24 Jun

The Oil drop in Reliance Logo has been replaced with a leaf #RelianceAGM

Okay, that's the foundations logo.
Moving on.

50% of EBITDA came from consumer business. Reliance is no longer an oil and chemical company.

Reliance Retail is 6x the size of next competitor in organized retail.

It's a shame that Walmart and not Reliance acquired Flipkart.

Read 15 tweets

Tar ⚡

@itsTarH

20 Jun

It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. What is index investing?
2. Why S&P 500, Nasdaq 100 and DIJA are different?
3. How to create your own indexes?

Let's dive right in.

You may have noticed at the start of every book, there is a page which lists out various chapters and the page number for each chapter.

This is called the index of contents of the book.

It helps you understand what is where and give you a general idea how to read the book.

Similarly in the world of finance, we have financial indexes that are used to indicate where the overall market is trading.

Is it high or is it low?
Is it cheap or is it expensive?

These questions can be answered by looking at the index.

Read 35 tweets

Tar ⚡

@itsTarH

16 Jun

@IndiaRatings

@IndiaRatings published its latest report on #SequentScientific

Here are the key parts 👇🏼👨🏼‍🔬

Sequent has been on a product launch spree.
With the only USFDA approved animal only dedicated facility in India, sequent has commercialized

🧪 32 APIs
📜 Filed 23 DMFs
🥃 Pipeline for 35 Formulations

Majority of these products are in high margin injectable business.

Sequent also acquired a Germany based R&D business which will further strengthen its R&D Pipeline.

Read 5 tweets

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