The Money Memo Profile picture
SEBI-registered Research Analyst. We run two portfolios - US & India. Our edge is AI & Game Theory. Tweets are informational only. 🇺🇸🇮🇳
Jan 27, 2023 12 tweets 7 min read
Why has @HindenburgRes come up with the controversial Adani research report now?

How have they engineered their Big Short?

And how they have benefited from it?

Let’s find out in a short 🧵:

#AdaniGroup #stockmarketcrash #Adani #AdaniFPO Hindenburg Research is a firm that looks for highly leveraged, absurdly valued companies that may undergo a price correction (or even a collapse) in the future.

They’re named after the Hindenburg airship, that went down in flames on 6 May, 1937.

#AdaniGroup #Adani
Dec 31, 2022 7 tweets 4 min read
Mama Earth is a popular baby care & skin care company with organic products.

It recently announced its plans for an IPO, seeking a valuation of $3 billin.

There's just one problem.

Let's find out in a 🧵:

#mamaearth #StockMarket #ipoalert #investing Image The company is backed by celebrity investors like Shilpa Shetty and the big names in the VC world : Sequoia Capital and Fireside Ventures Fund.

It was also valued at $1.2 billion in 2021 making it a unicorn.

Clearly, the company must be making millions in profits?

Not really.
Dec 28, 2022 11 tweets 5 min read
The Rupee is in a free fall against the US Dollar.

However, the RBI is intervening to cushion INR's fall.

Ever wonder how the RBI does it?

Let's learn it here:

#USDINR #USD #forex #India #Rupee First, let's understand why RBI intervenes to defend the rupee in the first place.

A weak currency worsens our fiscal deficit, fuels inflation and slows down international trade.

Clearly, RBI has a mandate to improve the situation on behalf of the GoI and the citizens of India.
Dec 26, 2022 9 tweets 5 min read
The US Dollar stands at INR 82.82 as of today.

Ever wonder why the Rupee always depreciates against the Dollar?

Let’s find out in a 🧵:

#USD #Dollar #forex #investing Image One of the major reasons for INR depreciation is India’s massive exposure and dependence on one single commodity:

OIL.

Almost 70% of our imports in value is just crude oil, as we’re the third-largest consumer globally.

There are two ways this affect our economy and currency.
Dec 14, 2022 7 tweets 4 min read
Net Cash Flow is an important metric many investors look at when researching companies.

But do you know that cash flows can be easily manipulated?

Let's see how:

#investing #finance #FinancialFreedom #Accounting The Cash Flow Statement is one of the three most important financial statements of a company.

The other two being P&L Statement and the Balance Sheet.

Balance Sheet shows us the assets and liabilities of the company and is very important to look at when analyzing cash flows.
Dec 6, 2022 6 tweets 2 min read
How Return on Equity (RoE) can be manipulated:

A short 🧵:

💰💰🔥🔥

#invest #Financial First, let’s take the formula to calculate Return on Equity (RoE):

RoE = (Net Profit/Shareholders’ Equity) x 100

Here, we need to understand what shareholders’ equity stand for in the Balance Sheet:

#stocks #investing