BC BUYBACK
Saved by @stranzer4

Framework on Buyback covered till now.

This Mega Thread covers our entire thesis on this buyback special situation play, across different sectors & our experience with it.

{Thread of Threads}
🧵👇

 Basic of Buyback

https://t.co/UuBaIz13sj
Just Dial buyback experience & Notable Learning

https://t.co/DNErlbIYHi
Past Case Studies with different learning:

1. TCS Buyback

https://t.co/JI2SgRL1ZO
2. Gandhi Special tubes Buyback

https://t.co/wAV61DzkQ2
3. E-Clerx Buyback

https://t.co/NEuSSuX9md
4. Start Cement Buyback

https://t.co/IECwWGPrTB
5. Balrampur Chini & Amrit Corp Buyback

https://t.co/9o7abL9PZB
6. Quick Heal Technologies Buyback

https://t.co/Y7CTl0jYIh
7. Tips Industries Buyback

https://t.co/Mn0q7NNLGJ
8. Tanla solutions Buyback

https://t.co/KHmLuM8KZu
9. Securities Intelligence Service (SIS) Buyback

https://t.co/BgNnguMnok
10. Aarti Drugs Buyback

https://t.co/00Ehc6xvVs
11. NTPC Buyback

https://t.co/Yi39WzLDxP

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Hope customer book of Neuland to remain as booked and full just like today's conference call😂

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Business Updates:

• Continue to see pickup in saving business.
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• Market share remained increasing at 27% and is increasing gradually.
• Solvency Ration remained at 202%.

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Tax:
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Saregama concall was today at 4:00 PM

"Target to purchase 20% of the new music this year for the next 30 year"

Here are the key highlights of the call 😀👇

Business Updates:
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Introduction

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A THREAD ON @SarangSood

Decoded his way of analysis/logics for everyone to easily understand.

Have covered:
1. Analysis of volatility, how to foresee/signs.
2. Workbook
3. When to sell options
4. Diff category of days
5. How movement of option prices tell us what will happen

1. Keeps following volatility super closely.

Makes 7-8 different strategies to give him a sense of what's going on.

Whichever gives highest profit he trades in.


2. Theta falls when market moves.
Falls where market is headed towards not on our original position.


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4. Theta decay vs Fall in vega

Sell when Vega is falling rather than for theta decay. You won't be trapped and higher probability of making profit.
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