BC MARKET CYCLE

Saved by @AnmolNarula11

Not dead...yet.
@passivefool 3 years, 9 months ago 514 views

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Lot of startups who are yet to make profits are filing for IPOs globally. I'm reading the filings and the language is terrible. A few tips on how to do it right.

Here are the right terms to use instead of the current antiquated language.

We are making losses.

"We've been consistently making negative profits and growing year on year."

We don't yet have a business model.

"We're innovation leaders in several fast growing market segments"

Losses will increase for the foreseeable future.

"Blockchain"

EBITDA is negative

"Our future adjusted EBITDA margin is consistently positive"

We Work got it right with their Community adjusted EBITDA

Revenues aren't growing

"We think once Elon reaches Mars the, TAM will double and we'll be a near monopoly in Mars"

Too much competition, commoditized product

"We don't believe in nonsense like revenues or profitabilty. This is our competitive moat"

Business model may not sustainable

"Blockchain"

Revenue visibility is uncertain

"If you discount 2200 earnings, out valuations factor all uncertainties offering investors the best value in the sector"

https://t.co/ZZmvVF27VB

Product offerings aren't differentiated

"We use AI & ML for everything, including our employee ID cards"
— Not dead...yet. (@passivefool) July 20, 2021

Business may not survive with more capital

"We will continuously offer exposure to innovative business models based on AI, ML, Blockchain to investors by trapping the markets will follow on innovating stock offerings"

Burn is high

"We continuously invest at the cutting edge of humanity to unlock new frontiers"

Blockchain

More from Not dead...yet.

#ESG compliant verbal ...
@passivefool

Holy shit. 8000 crores raised IN NFOs in a month. Look at the schemes, all pointless garbage!

https://t.co/jZoancOqqa

If you look closely, 4 out of the 6 top NFOs in terms of money raised are from bank owned NFOs. These AMCs are notoriously skilled at selling garbage funds through their banking channels. They've turned mis-selling into an art. They're are Picasso's of mis-selling

One would be excused for thinking these are intent based allocations by investors which isn't the case. These funds would've been sold mis-sold by any way possible. Bank RMs are incentivized to do so.

Otherwise, in a country where people don't understand a simple mutual funds, expecting people to understand a worthless and pointless ESG fund a d then allocating 1500 crores is a mega stretch. ICICI Pru too had raised 1000+cr for its ESG fund.

The fact that these new funds are raising so much money to me is a negative. In a time like this, where will retail investors find fresh money to allocate? Which means they must doing stupid things like selling other funds.

ESG compliant gyani
@passivefool

A nobody cares thread.

Nobody cares about the things that matter - getting investors in, helping new distributors advisors, making things (Slightly) easier for investors, honest mis-selling etc.

Nobody cares about direct plans of mutual funds

Nobody cares about about mutual funds either

Very few care about mutual funds. Just 2.1 crore unique investors. If you probably take out HNIs/institutions in this, that's maybe 20-30%, what's left are the common gareeb folks.

Nobody cares about direct equity investing either.

Next time when someone says, people are moving away from mutual funds to direct equities, show them this and punch them in the throat.

Only 1.5 cr active demat accounts. If you remove duplicates, maybe 60% of this?

Nobody cares because very few people have money to care either?

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Sir Metafool
@passivefool

Sir Metafool
@passivefool

Has anyone seen "you are getting mutual fund units at discount" and "India growth story" tweets?

This is a bit worrying.

$Artificially intelligent fool \U0001f9e0$

Artificially intellige...
@passivefool

It's a beautiful Saturday on this Corona riddled planet. It's a good day to do the following:

1. Open your account statement and find out how much commissions you are paying. You'd be paying anywhere between 0.7% to 1.3% extra over direct plans.

1.5 You can download your statement on CAMS, KARVY, NSDL etc.

2. If you are one of those Robinhood Traders and you started mistakenly investing in mutual funds instead of trading mutual funds, commissions can kill you! A simple 1% difference in commissions can add over 10-15 years. This comparison has been done to death but once more.

3. Figure of if whoever sold you these things, be if your advisor or distributor are providing value equal those commissions or not. This is an incredibly hard thing to figure. You need to do deep research, understand money yourself and then ask your advisor/distributors

3.5 This is an incredibly hard thing to figure. You need to do deep research, understand money yourself and then ask your advisor/distributors the right questions. Beware these guys are prone to bullshitting. So, interrogate them as a cop would a criminal.

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ContrarianEPS
@contrarianEPS

https://t.co/POf90ZS0Zf

if John Templeton were Indian:

\u201cBull markets are born on pessimism, grow on skepticism, mature on optimism and die on Motilal Oswal buy call.\u201d (broker mosl)
— ContrarianEPS (@contrarianEPS) May 3, 2019

Rohit Chauhan
@rohitchauhan

All stocks are cyclical

The question is only of duration

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Sajal Kapoor
@unseenvalue

18-19% ROE wale being bought by institutions at anywhere b/w 12 and 20x price to sales. Not many liked this space in 2013. Not many hate it today. Social validation in investing is a big curse ...

Ghor ChemYug 😆

#DeepakNitrite valuation is most attractive in the space...

growth will be most explosive in the space... pic.twitter.com/8VYdWwFApY
— jeevan patwa (@jeevanpatwa) June 30, 2021

Vivek Mashrani, CFA
@MashraniVivek

Do you know below companies were Most Valuable top 10 companies in India between 1995 to 2010..??

Where are they now? What CAGR returns did they generate? Why?

- Century Textiles
- Brooke Bond
- Hindalco
- Tata Communications
- IDBI Bank
- Indian Hotels
- Satyam Computer

(1/2)

- NIIT
- Zee Entertainment
- Indian Oil
- Himachal Futuristic
- Reliance Infra
- RCOM
- Suzlon Energy
- DLF
- Unitech
- Reliance Power
- Sterlite
- Jindal Steel
- Cairn India
- Coal India

This is how survivorship bias can be studied..

#investing #TechnoFunda

(2/2)

Krishna Chaitanya
@Kris7na

@prabhakarkudva @ishmohit1 Management said in a recent investors meet that they'll use qip funds to capture 35% market share of all upcoming music releases for the next decade so that cash flows are not affected 10-15 years down the line.

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An interesting set of games that I've been vaguely interested in since I was a kid, after seeing one at a friend's house and never being able to find it again, was the BATTLES IN A DISTANT DESERT/BATTLES ON DISTANT PLANETS series.

These are turn-based wargames for windows 3.x, sharing the same engine.
Battles in a Distant Desert is from 1992, and is based on the first Iraq war (Desert Storm)

and Battles on Distant Planets is from 1991, and takes place in SPACE!
I'm pretty sure this is the one I played as a kid.

They've got 3 options to play with:
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'Treasure Gods' - Sangha Nidhi' and 'Padma Nidhi', Tirumala, Tirupati.

------------------------------------

These are the two guards guarding the Wealth and Treasure of Lord Sri Venkateswara.

They are representatives of two treasures of Kubera, the God of Wealth.

One guard who is holding shangam (conch) on both the hands is known as Shanka Nidhi ('nidhi' means wealth).

On the other side, the guard who is holding Lotus flowers on both the hands is known as Padma nidhi.

Shangu is from the ocean which includes all types of wealth like pearls and corals.

Why shagam in his hand? Because shangam only gives the sound of 'omkaram'.

'Padmam' is the symbol of water sources in land like river, lakes, tanks etc. which is very important for all living beings.

As per the tradition, these guards are installed at the third entrance of the temple.

One enters the holy shrine after saluting the first protection threshold - Sankha Nidhi and Padma Nidhi.

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So friends here is the thread on the recommended pathway for new entrants in the stock market.

Here I will share what I believe are essentials for anybody who is interested in stock markets and the resources to learn them, its from my experience and by no means exhaustive..

First the very basic : The Dow theory, Everybody must have basic understanding of it and must learn to observe High Highs, Higher Lows, Lower Highs and Lowers lows on charts and their

Even those who are more inclined towards fundamental side can also benefit from Dow theory, as it can hint start & end of Bull/Bear runs thereby indication entry and exits.

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Dow theory is old but

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this Bharti Airtel chart is a true copy of the Wyckoff Pattern propounded in 1931....... pic.twitter.com/tQ1PNebq7d
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