RJ Profile picture
May 24 4 tweets 2 min read
Markets has gone from one extreme ( Assuming fed won’t pull the trigger) in Jan 2022 to another extreme ( assuming fed would be unstoppable ) within a time span of 5 months . It’s pessimism all around with various articles / views being floating around for bad years ahead (1/n)
It is important to remember that market cycles have shortened . 2020 bear market was for 2 month and 2020-22 bull market was for 2 years ( 2/n)
Market participants tends to extrapolate the recent past and same is happening now . We saw winter coming in Jan 2022 and believe that this time too it will be short bear market with bottoming out process to be completed by Oct 2022 (3/n)
Thus , it is important to chalk out a strategy to allocate cash over the next 6 months across various asset classes and utilise pessimism to sow seeds which can reap benefit in the next bull run which would begin in late 2022/ early 2023 ( 4/4) #stocks #cryptocurrency #startup

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More from @ravijain88

Jul 11, 2021
Tech business Valuation is a factor of 1)Subs/ Customers which is factor of Target addressable market size( TAM) , Product & Customer acquisition strategy 2)Life Time value ( LTV) of subscribers which is a factor of churn rate, avg revenue per customer & contributory margins 1/N
3) Customer acquisition Cost ( CAC) incurred to acquire these customers 4) Optionality component of any new businesses using customer base 2/N
It’s important to understand that Customers are intangible assets ( Similar to fixed assets for manufacturing companies) for a tech platform so companies focus on Customer acquisition through discounts/ Freebies/ Advertisement etc 3/N
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