120: It's just a power exchange
250: Electricity in India won't grow
300: It just makes 4paise per trade
350: MBED will erode it's profitablilty
500: Maybe what @itsTarH said about IEX = NSE + Zerodha was right
570: Buys IEX
#JourneyOfAPessimist
Zerodha + NSE = IEX \U0001f4a1\u26a1\ufe0f
— Tar \u26a1 (@itsTarH) June 20, 2021
More from Tar ⚡
Lot of regulatory crackdown in China. Top rated companies are available for huge discounts. $BABA for example now has a market cap of less than 600 Billion and is bigger than Amazon in every regard.
I have been aggressively investing more in Chinese equities than Indian ones.
https://t.co/W1RWdKU3sy
A business like Universal which controls more than 1/3rd of all published music globally is selling for less than 6x FY20 Sales.
Why are Indian businesses like Saregama / Tips selling for 11x, 20x their sales?
If I include all of the revenue generated by entire firm, its selling for ~4.5x FY20 Sales
Universal Listing Market Cap ~ 40 Billion USD
FY 20 Revenues ~ 8.87 B USD or 7.4B EUR
Catalogue of Music includes every international artist you can possibly name
Either Universal is grossly undervalued or Saregama/Tips are grossly overvalued.
https://t.co/aHzWSYtcUt
Homework for all the interested participants here:
— Intrinsic Compounding (@soicfinance) June 27, 2021
Q1.Why 20% and not 50%+ Margins for UMG
Q2. Differences in dynamics between Western&Indian cos?
Q3. Trends in West vs Trends in India in the industry.
Research and find the answers. My job is done \U0001f601\U0001f64f
https://t.co/v0EMoCuYKX
If you see the ebitda of universal music its low 20% compared to our saregama 30% or tips 50%. So when you compare earnings saregama is 40x and tips is 30x and universal music is 30x. Also these type of companies are less( low or no capex with excellent and growinh cashflows)
— Srikanth V (@mynameisnani75) June 27, 2021
The One with the Cash Flow Explained
It's the weekend!
— Tar \u26a1 (@itsTarH) May 15, 2021
Grab a cup of coffee, in this thread I will explain
1. What a cash flow statement is?
2. What does it tell you about a business?
3. How to analyze one?
Examples included various Indian companies.
Let's dive right in. pic.twitter.com/c8tNP26Z8K
The One with Free Cash Flow Explained
Its the weekend!
— Tar \u26a1 (@itsTarH) May 22, 2021
Grab a cup of coffee, in this thread I will explain
1. What is Capex?\U0001f4b0
2. What is Free Cash Flow? \U0001f4b8
3. What does Cash Flow from Investing and Cash Flow from Financing tells us? \U0001f4a1
Examples includes some famous companies.
Lets dive right in. pic.twitter.com/HDJgUvE8f8
The One with Mutual Funds
Its the weekend!
— Tar \u26a1 (@itsTarH) May 29, 2021
Grab a cup of coffee, in this thread I will explain
1. How to select a Mutual Fund?
2. Common and costly mistakes people make while choosing a Mutual Fund
3. Some tools and tips to help you while selecting a fund
Lets dive right in. pic.twitter.com/teelsojtn9
The One on Laurus Labs
Laurus Labs : A Visual Story
— Tar \u26a1 (@itsTarH) May 30, 2021
I am a Data Science / Machine Learning developer by profession and data along with finance are my two areas of competence.
I realize how powerful combining both of them can be, so here is a visual analysis for Laurus Labs.
Already broken it's support at 200 today, can fall more on this event. https://t.co/jwqUwbUOXE
BREAKING: The Turkish lira falls to a record low after the central bank cut its interest rate for a second meeting in a row https://t.co/Sf4rfoo7Cz pic.twitter.com/2YM1Sh5DIU
— Bloomberg (@business) October 21, 2021
More from Iexinfo
While the market size may grow a lot in the next decade, the government policy risk still stays.
Pic 1: PTC Q4FY21 call
Pic 2: PTC Q1FY22 call
https://t.co/eImnTNEZeX
Long term investing is a peaceful & slow way of creating wealth.And sometime luck plays its role too.
— SmartSyncServices.com (@SmartSyncServ) September 1, 2021
When we researched IEX in 2019 & recommended investors to buy in Mar 2020, we never anticipated such high growth & 470%+ rise in 1.5 Yrs.@MashraniVivekhttps://t.co/qZIdI10ybc pic.twitter.com/v4UYa6fRyn
IEX ACHIEVES 59% GROWTH YOY #BREAKING pic.twitter.com/cWZacwq48N
— Redbox India (@REDBOXINDIA) October 1, 2021
#IEX
● POWER MARKET SEES 8,997 MU VOLUME IN SEPT’21 ACHIEVING 59% YOY GROWTH
● Q2 FY’22 SEES 25,857 MU VOLUME ACROSS MARKET SEGMENTS WITH 57 % YOY
GROWTH
● IEX LAUNCHES VALUE ADDED SERVICES FOR RENEWABLE ENERGY GENERATORS
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i wonder if you can make a thread bout witchcraft in malaysia.. or list of our own local gods/deites..
— r a y a \U0001f319 (@lcvelylilith) February 20, 2020
Before I begin, it might be worth explaining the Malay conception of the spirit world. At its deepest level, Malay religious belief is animist. All living beings and even certain objects are said to have a soul. Natural phenomena are either controlled by or personified as spirits
Although these beings had to be respected, not all of them were powerful enough to be considered gods. Offerings would be made to the spirits that had greater influence on human life. Spells and incantations would invoke their
Animist ceremonies of a religious or magical nature were normally held for the purpose of divination or making a request. This would either be done at a keramat or at a shrine similar to the Thai spirit houses or Chinese roadside shrines pic.twitter.com/I1hliyi0x3
— \u2745\u1710\u170b\u1713\u170e (@uglyluhan) June 16, 2019
Two known examples of such elemental spirits that had god-like status are Raja Angin (king of the wind) and Mambang Tali Arus (spirit of river currents). There were undoubtedly many more which have been lost to time
Contact with ancient India brought the influence of Hinduism and Buddhism to SEA. What we now call Hinduism similarly developed in India out of native animism and the more formal Vedic tradition. This can be seen in the multitude of sacred animals and location-specific Hindu gods