"A Short History of Financial Euphoria"

By John Kenneth Galbraith

A book full of wisdom captured in 4 tweets.

Hit Retweet and let's share with all.πŸ™‚
Introduction to Speculative Episodes
5 Points to note in all Speculativr Episodes
List of Financial Euphoric Events
10 Points to remember from the book.
If you enjoyed reading this, please Retweet the first Tweet.

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More from @SmartSyncServ

8 Jul
There is a Narrative. There is data.

And then there is a narrative based on data.

The blog post below is one of those narratives based on data

rsharat.substack.com/p/the-naked-tr…

Do we agree with it?

No.
One of our investor friends is an ex @PPFAS but does not want his name to appear here.

He made some hard-hitting points to disprove the opinion formed in the above blog post which we believe cannot remain confined in a closed investor group.

So here we go.
~Comparison of PPFAS with NASDAQ 100 for the entire time period is a flawed logic (check image)

~35% allocation is overseas and not NASDAQ.

~allocation to NASDAQ based stocks was very low in the initial period

~It only got increased during the last year. Image
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5 Jul
FY22 Quarterly Results to begin soon.

Let's brush up FY21 in 4 Tweets

4 Tweets

50+ companies

18 Sectors

703 pages of Research Notes

400+ Hours of Efforts

Hit Retweet to learn togetherπŸ™‚πŸ™
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Mega Thread: Jan-Jun 2021

26 Weeks, 26 Ideas, 26 Tweets

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CREDIT ACCESS GRAMEEN
SUVEN PHARMA
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27 Jun
One Percent Show is 100% Recommended!

The best host in one who just shut up & let the guest do all the talking.

Rarely do you find such hosts. Vishal (@safalniveshak) is one such rare one.

Top 10 learnings from the Vinod Sethi show.
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Recognize it.
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23 Jun
AR20-21 Notes

Tata Elxsi

Design Digital

Helping Enterprises Re-imagine Products & Services

Simplifying Technological Complexity

Retweet to help more Investors read AR.πŸ™‚
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Message From the Chairman

~Strong Operating Performance
~Diversify-Geopolitical & Currency Risk mitigated
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DESIGN DIGITAL

~Industrial Design & Visualization
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22 Jun
12th Post on Q4FY21 Results

Businesses covered:
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~KNR Constructions
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Dixon Technologies

β€’ Con Rev down 146% YoY & PAT up 57% YoY in Q4
β€’ Entering outdoor lighting & refrigerator segments
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Detailed Notes: bit.ly/35Gjmm2
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Galaxy Surfactants

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Detailed Notes: bit.ly/35PUuIt
Read 6 tweets

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