BC IDEAS

Sajal Kapoor
@unseenvalue 5 years ago 611 views

The number of pets that we spot while morning and evening walks have noticeably increased over the last few months. These companions are great in emotional support, and a natural therapy for 🧠

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Not all chemicals companies are expensive today. I’d screen those where current EV/Sales is in 3-5x range and more importantly where the capex is set to unfold that should improve ROE, ROCE and EV/Sales. It’s more about the individual business cycle leading to earnings growth …

Sajal Kapoor
@unseenvalue

Most Indian businesses are locally competitive. You take them outside India, and they struggle. Very few businesses (IT, Pharma/API, Chemicals/CDMO) are fit to compete and beat global competition. These rare gems tend to survive over long time periods and thrive over all cycles.

Sajal Kapoor
@unseenvalue

On this auspicious day of #GuruPurnima, happy to share an easy to read and an exceptionally worthwhile investment. I plan to make a thread that will hopefully help us invest and live better. Thank you @awealthofcs 🙏🏻

Experience has taught me that less is always more when making investment decisions. Simplicity trumps complexity. Conventional gives you much better odds than exotic. A long-term process is more important than short-term outcomes.

And perspective goes much further than tactics. Tactics are useless to investors in a matter of days—sometimes in a matter of hours. But perspective is something that stays with the investor for a lifetime. It allows you to adapt to the changing market and economic landscape.

While keeping it simple won’t make it any easier to predict the future—no one has a crystal ball—it can give you the necessary capacity to make rational decisions, no matter what happens next.

Perspective is so important because, without it, even the most intelligent of investors can be ruined from a lack of self-awareness in their own abilities. Investors that fail to put the news or market moves into the proper context....[1/2]

Conviction | Patience
@unseenvalue

1. Listen to various competitors
2. Put your neck on the line (invest your hard earned capital - experience comes by paying tuition fee)
3. Read non-investing books as well (Psychology, history, biographies or whatever non-fiction you like)
4. Read this :
https://t.co/6z3HvtKakL

How to augment your Sector knowledge? Follow these 5 points \U0001f447

1. The Five Rules For Successful Stock Investing by Pat Dorsey
2. Con Calls - as many as you can in that sector
3. Annual Reports - as many as you can in that sector
4. Interact with trade/channel partners
5. AGMs pic.twitter.com/2ZOx3nkC4i
— Conviction | Patience (@unseenvalue) May 18, 2019

Sajal Kapoor
@unseenvalue

@harindersnanda @ishmohit1 @soicfinance @punitbansal14 @nison_steve Both should do well. Prefer Zoetis for leadership, best in class margins and management's execution. Elanco should improve with Bayer Animal boosting companion proportion in its overall mix.

#SeQuent will under-perform next 1-2 years due to #ESOP (unless a surprise M&A happens)

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Jessica Huseman
@JessicaHuseman

Today I hired a virtual personal assistant to go through my emails and pay lingering bills and follow up on various invoices and make my doctors appointments and mail several things and guys

why have i not been doing this the whole time it took her three hours and it was $70.

this is the life hack i did not know i needed as an absolutely drowning and burnt out millennial who cannot figure out how to just open an envelope and pay a bill because it drains me of my will to live

I have finished my day and i am completely caught up, signed up for paperless and recurring billing, have mailed a dozen thank you cards I wrote and just ... never took to the post office, and gathered my tax information to submit.

like, why didn't anyone tell me.

you can find bonded, experienced people who do this for a living on https://t.co/4OpHGkl8Nq and they charge between 15 and 25 dollars an hour. I have canceled a variety of online memberships I don't use enough so that I can pay her to come back every other week. I am thrilled.

Props to my mother who looked at my "here's the box I put shit I can't bare to deal with right now" box and said "Have you considered hiring a personal assistant? They are cheaper than you think."

BLEW MY GD MIND.

Brian Feroldi
@BrianFeroldi

I asked, “What company is worth less than $10 billion today but you think could be worth $500+ billion in a few decades?”

I received 710 answers

Here are 20 top stocks that have 50x+ potential:

1: Alteryx - $AYX

Market cap: $5.1 billion

What it does: Big data analytics

2: Boston Omaha - $BOMN

Market Cap: $900 million

What it does: Berkshire Hathaway 2.0

3: Beyond Meat - $BYND

Market Cap: $7.9 billion

What it does: Plant-based meat

4: Desktop Metals - $DM

Market Cap: $2.3 billion

What it does: 3D Printing

$Balaji Vaidyanath \u26a1\ufe0f$

Balaji Vaidyanath ⚡️...
@nbalajiv

A humble prediction. Seeds are being sown around the world for a comeback of nuclear energy. In the next decade, we can see government’s around the world approving more nuclear reactors as they realize they aren’t going anywhere near net carbon zero with wind and solar. 🧵

Take Australia for example. It is home to 1/3rd of the world’s uranium - the chemical element needed to produce nuclear energy in reactors but doesn’t have a single nuclear reactor to generate electricity.

Which is fine as long as you have other sources of energy that are cheap, plentiful and reliable. But South Australia’s energy prices are arguably the highest in the

The European Commission released a very important report this April. In its assessment, it concluded that nuclear energy had near to zero greenhouse gas emissions in energy generation phase and can be a contributor to climate mitigation

What about radioactive waste management? France which produces 75% of its energy requirements from nuclear is a great example.

Tren Griffin
@trengriffin

1/ A orders chips. Supplier says "supply is getting tight." A triples order to store them in a warehouse. Supplier tells other customers supply is even tighter. They order extra chips. Quickly there are more chips in warehouses than toilet paper in garages during the pandemic.

2/ Intel's Gelsinger: "I don’t expect the chip industry is back to a healthy supply-demand situation until ’23. For a variety of industries, I think it’s still getting worse before it gets better.”

Are chips in warehouses the prime cause of the shortage? No. Demand is higher.

3/ "Software eating the world" means rising demand for chips.

I'm skeptical that this increase in chip demand is "transitory."

Fabs and backhoes don't increase with Moore's law. https://t.co/m7ZreQTzow

4/ If you invert Nathan's 1st Law:

Software can't expand faster than the chips and memory that enables its magic.

Broadcom's CEO believes chip production is a mature industry that will return to lower growth. I disagree in the medium term at least.

Pritesh Patel
@Pritesh7994

Danish Company Blue World Technologies produces METHANOL fuel cell range extenders to increase battery electric car’s range, allowing then to reach 1,000 km, which is far beyond the range of an average battery Electric vehicle at current time.

**Thread on Bravery of Sikhs**
(I am forced to do this due to continuous hounding of Sikh Extremists since yesterday)

Rani Jindan Kaur, wife of Maharaja Ranjit Singh had illegitimate relations with Lal Singh (PM of Ranjit Singh). Along with Lal Singh, she attacked Jammu, burnt - https://t.co/EfjAq59AyI

Tomorrow again same thing happens bcoz fudus like you are creating a narrative oh Khalistan. when farmers are asking MSP. (RSS ki tatti khane wale Kerni sena ke kutte).
U kill sikhs in 1984 just politics. To BC low IQ fudu Saale entire history was politics.
— Ancient Economist (@_stock_tips) December 5, 2020

Hindu villages of Jasrota, caused rebellion in Jammu, attacked Kishtwar.

Ancestors of Raja Ranjit Singh, The Sansi Tribe used to give daughters as concubines to Jahangir.

The Ludhiana Political Agency (Later NW Fronties Prov) was formed by less than 4000 British soldiers who advanced from Delhi and reached Ludhiana, receiving submissions of all sikh chiefs along the way. The submission of the troops of Raja of Lahore (Ranjit Singh) at Ambala.

Dabistan a contemporary book on Sikh History tells us that Guru Hargobind broke Naina devi Idol Same source describes Guru Hargobind serving a eunuch
YarKhan. (ref was proudly shared by a sikh on twitter)
Gobind Singh followed Bahadur Shah to Deccan to fight for him.

In Zafarnama, Guru Gobind Singh states that the reason he was in conflict with the Hill Rajas was that while they were worshiping idols, while he was an idol-breaker.

And idiot Hindus place him along Maharana, Prithviraj and Shivaji as saviours of Dharma.

Justin Kan
@justinkan

1/ Throughout my startup career, I’ve seen many founders have an aversion to sales. This is a mistake that can kill your startup.

2/ Sales is often viewed as either a saving grace or proof that the product isn’t good enough (because it should sell itself). Neither are ever true. Some common mistakes that result in...

3/ Mistake 1: Hire a sales rep before reaching product/market fit to get your initial batch of customers. This is a mistake because founders need to work through their MVP with early adopters to truly understand what it is they’re selling.

4/ Mistake 2: Reach product/market fit, need to scale, and rely entirely on self-serve. For enterprise products that require big commitments and internal shifts, almost no product is self-explanatory enough to sell itself.

5/ Mistake 3: Make a first sales hire who isn’t scrappy enough to help mold the sales process from scratch. Some salespeople are amazing at their jobs, but not cut out to establish the processes that others end up following. This skillset is what @rdedatta calls a “sales ninja”.

The number of pets that we spot while morning and evening walks have noticeably increased over the last few months. These companions are great in emotional support, and a natural therapy for 🧠

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