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
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
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
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.
#GujaratGas
— Tar \u26a1 (@itsTarH) June 2, 2021
Up 5% today, sharing my notes on it.
I decided not to invest in the company, but these notes may help some of you.
About the company \U0001f447\U0001f3fc pic.twitter.com/JIiEhlT2E6
Its the weekend!
— Tar \u26a1 (@itsTarH) June 5, 2021
Grab a cup of coffee, in this thread I will explain
1. What is Proxy Investing?
2. How to apply it?
3. What are the benefits of Proxy Investing?
Thread includes examples of few famous proxies from history.
Lets dive right in. pic.twitter.com/PEXOpG6l3Z
Sharing my Investing Principles \U0001f511
— Tar \u26a1 (@itsTarH) June 6, 2021
I wrote these when I first started direct equity investing and occasionally revisit them, time and again.
Writing these principles have helped me avoid major pitfalls and stay true to what I think is my investing ideology.
\U0001f447\U0001f3fc
#StelisBioPharma is producing 200mn doses for Sputnik for RDIF
— Tar \u26a1 (@itsTarH) June 4, 2021
Even if they sell each doze for Rs 200, that's almost 4K cr in sales
Strides owns 33% of Stelis, so 1.6Kcr in sales
Sales of Strides = 3316cr + 1.6Kcr + 0.8cr (Stelis value)
Market Cap = 7kcr
Selling for ~1x sales
Its the weekend!
— Tar \u26a1 (@itsTarH) June 12, 2021
Grab a cup of coffee, in this thread I will explain
1. What are Porter's 5 Forces?
2. How to use them while analyzing a business?
3. What information can they tell you about a business
We will be analyzing Divis Labs as an example.
Lets dive right in. pic.twitter.com/Si03K4Q5I8
It's the weekend!
— Tar \u26a1 (@itsTarH) June 20, 2021
Grab a cup of coffee, in this thread I will explain
1. What is index investing?
2. Why S&P 500, Nasdaq 100 and DIJA are different?
3. How to create your own indexes?
Let's dive right in. pic.twitter.com/Y7Q14diEUp
Lesson from Super Investors \U0001f447\U0001f3fc pic.twitter.com/ClJKRU3eAy
— Tar \u26a1 (@itsTarH) July 3, 2021
It's the weekend!
— Tar \u26a1 (@itsTarH) July 10, 2021
Grab a cup of coffee, in this thread I will explain
1. What is Dupont Method for ROE?
2. What is the difference between ROE, ROCE and ROIC?
3. How to identify companies that will improve their ROCE in future?
Lets dive right in. pic.twitter.com/Co7LFFYto9
It's the weekend!
— Tar \u26a1 (@itsTarH) July 17, 2021
Grab a cup of coffee, in this thread I will explain
1. Peter Lynch's Six Categories of Stocks
2. How to identify the type of stock you own?
3. How to think and decide about the runway for growth of a company?
Lets dive right in. pic.twitter.com/YZd69BRRT0
Greatest challenge in the bull market is sound asset allocation which I have been facing alot. Want to buy super fundamentals cos. but can't buy em call. Latter is cos. % allocation in your portfolio.
— Amrit (@HeyAmrit) July 23, 2021
Can you'll shed light@connectgurmeet @Investor_Mohit @itsTarH @AnyBodyCanFly
