Share this page!

Maybe Scrolly?
kumar saurabh Profile picture
Twitter logo
Feb 1 • 5 tweets • 2 min read
#SouthIndianBank Bank101: How security receipts and NPA pool selling transactions with ARCs work. Gold learning for me on the detailing and thanks to Tushar Sarda for asking 1/n

#Q3FY23 #ConcallInsights with Scientific Investing. Give us a shoutout if our work helps🙏
More on same
More..
More..
The last bit..

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with kumar saurabh

kumar saurabh Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @suru27

kumar saurabh Profile picture
Jan 31
#SouthIndianBank An interesting personal trivia on South Indian Bank

As added, this at ~Rs 8.4 and get credit from few friends, sharing this trivia. While working as financial consultant in 2013, one of colleague joined from ICICI & his ex-boss was current SIB CEO. 1/n
We did discuss about his experience under previous boss etc. Then, I moved on to another company. In this company, my reporting boss was the one who hired/managed the same gentleman in his previous company. So, I knew someone who reported and someone who managed in terms 2/n
of some discussion over current SIB CEO through these discussions. The day I read, Mr. X joining bank as CEO, those discussions flashed in memory and then, it took almost 8 months of tracking, enquiring further to know about the risks. Further, when the story and charts 3/n
Read 5 tweets
kumar saurabh Profile picture
Jan 18
IT CEOs vs Fresher's Salary: Myth vs Reality

If you do not look at data properly, it can hide right things and reveal wrong things. However, looking at data "properly" needs quite some effort which many do not want to do and social media has only worsened this trend of
providing the fastest information (let me bluntly say cut, copy, paste). The current data shared is a prime example of the same. So, let us look at this data. Few observations:
1. Absolute numbers may hide lot of things and there was no focus on metric like CAGR because it would
hide all the sensation.
2. No outlier treatment of the data (look at detailing of Infosys in 2012), that is must when one does this kind of exercise.

3. Salary hike is a performance exercise; however, no attention was given to performance analysis.

So, let me do this exercise
Read 13 tweets
kumar saurabh Profile picture
Jan 8
A thread to drive discussions on live case studies for space session "Avoiding the pitfalls of FOMO: Timely caution for retail investors" organized by @AI_Feb21 on 8th Jan'23

Please check and if helpful, like & retweet

Index Case Studies
Read 33 tweets
kumar saurabh Profile picture
Jan 6
Last 32 years of NIFTY correction
A 🧵good to go through & learn. Tell your learnings?

Peak | Correction Duration | Drawdown
Sep 90 | 92 Days | -36%
Apr 92 | 395 Days | -53%
Sep 94 | 487 Days | -40%
Aug 97 | 458 Days | -37%
Feb 2000 | 1185 Days | -49%
Feb 2004 | 123 Days | -35%
Jan 2008 | 303 Days | -64%
Nov 2010 | 395 Days | -28%
Jan 2013 | 212 Days | -16%
Mar 2015 | 364 Days | -25%
Sep 2016 | 91 Days | -11%
Jan 2018 | 59 Days | -12%
Sep 2018 | 59 Days | -15%
Jun 2019 | 92 Days | -12%
Read 4 tweets
kumar saurabh Profile picture
Dec 8, 2022
#HCG 🧵to provide key technical analysis insight & learning through one of popular stock HCG (valid for long term investors & traders)

Please note there are no GOD rules in technical analysis, but discipline makes a rule GOD for us when transactions go for a toss

Keep reading..
Let us focus on 2 things:
1. Why as an investor I start any chart reading with monthly chart for longer term direction

2. Why relative performance matters
1. Importance of monthly charts: peaceful investing without much churn in portfolio and daily tracking (this is one of the ways, not the only way or best way to take decisions).
a. Exit: If one would have simply plotted relative performance with respect to NIFTY, he would
Read 14 tweets
kumar saurabh Profile picture
Oct 27, 2022
AC was megatrend 5-8 years back with 10% penetration story n high double digit market growth rate like we had platform companies last year, right? Lesson remains same - Never overpay to stories. Even if, do not overexpose mistakes (we all do, quantum is key) #respectvaluation
johnson hitachi
whirlpool
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

Send Email!

:(