BC TRADING
Saved by @Alex1Powell

Indian Investing Conclave Day 1 @IIC_2020

:Route Mobile
:Philip Carbon Black
:Borosil Ltd
:Arvind Ltd
:Hawkins Cooker
:Repco Homes
:Shaily Engineering Plastics

 Route Mobile @ravidharamshi77

Investment Hypothesis in CPaaS companies

:Crossed the technology adoption chasm
:Huge addressable opportunity - Industry growth estimates 30-50%
:Profitable Unit Economics, Cash Generating, Incremental Cost Low

CPaaS growing at 40%
Route Mobile

:Applications served by route mobile - Facebook, Instagram, Whatsapp, Google Pay to name a few
:Route mobile platform used for : 2 factor authentication, Notification for customer engagement across portfolio of apps
Route Mobile Key points

:Scaled upto 1200cr of revenue from internal accruals
:Huge runway for growth
:Multi geography and Omni-Channel presence
:Cash available for M&A
:Scope of margin improvement
:Demonstrated ability to move up the value scale
Philips Carbon Black @sarkaraniruddha

:Indias largest carbon black manufacturer
:Where is carbon black used, Tyre Rubber(73%), Non Tyre Rubber (20%), Non Rubber Speciality Carbon (7%)

Industry Size & Capacity Addition
1.3 Million Tonnes capacity and PCB has 43% market share
Speciality Carbon : Joker in the Pack

:Launched 40 grades of speciality carbon
:FY 16 Sales : 4825 MT, FY 20 Sales : 19,378 MT
:Diversified Application : Consumer appliances, Packaging Industry, Food Packaging, Agriculture Pipes, Construction Pipes, Construction pipes
Innovation & Customer needs

:Company has spent 40cr over the last 3 years on R&D
:Company having almost all tyre companies in India as their customers
:Almost all major tyre companies to increase capacities over next 2-3 years
Borosil Ltd - Hitesh K (Aksa Capital)

Segments
:Glass & Microwave (Market Size 5.5 Bn, Growth 10%)
:Storageware (Market Size 7Bn, Growth 15%)
:Opalware (Market Sie 6Bn, Growth 15-20%)
:Kitchen Appliance (Market Size 90 Bn, Growth 10%)
:Cookware (Market Size 40 Bn, Growth 20%)
Scientific Segment : Huge Growth Scope

:Acquired Klasspack to leverage its reach with pharma companies & expand its glass expertise into everyday consumables
:Total Addressable Market Size : 10,000 cr

Borosil Vs Glassco (Laboratoryware)
Borosil Vs Competitors
Borosil Ltd Investment Thesis

:Leveraging on strong brand equity
:Protected its leadership in glassware segment
:Consistently expanding its products outside glassware
:Pharma Packaging is set for substantial growth
Hawkins @GreenEdgeWealth

Size of Opportunity
:Kitchenware market size : 15000 cr
:Hawkins addressable market size : 2500 cr, growing at 6%

Entry Barriers
:Duopoly market in cooker
:High supply chain costs
:New entrant to fight on pricing with higher costs and working capital
Long term demand drivers
:Introduction of LPG (Ujjwala Yojana)
:Nuclearization of families
:New product launches

Hawkins Vs TTK Prestige
Arvind Ltd

Business Segment

:Textiles - Denim, woven, voiles
:Technical Textile - Advanced Material Division
:Waste water treatment (Through Arvind Envisol)
:Suitings, Shirting etc.
Advanced materials Division (AMD)

:Demand for advance material growing at 10% CAGR
:Exports constitutes of 50% of total AM revenue
:Targeting to reach sales of 2500 cr in AMD by FY24/25
:Huge potential to generate valuable IP and has great domestic and export growth potential
Growth Drivers
:Domestically textile is expected to grow at 8-10% over next 5 years
:Rapid shift to branded apparels in India
:Possible textile orders from clients moving out of china

Revenue Segment
Repco Homes @MaximalCapital

Lending nature
:Affordable HFC (12 l ticket size)
:50% are non salaried
:Lending rates in double digit
:Location : Small towns and outskirts
Investment Rationale
:Best in class RoE player with PSU valuations
:Available at extremely cheap valuations
:New CEO is focused on minting balance between risks and growth

Valuation Study
Shaily Engineering Plastics Ltd.

Investment Rationale
:China +1 opportunity for growth on new verticals
:Introduction of new products - Complex polymers, Steel Furniture, Mixed Material
:Company seeking new growth areas with higher margin
:Pharma Packaging, Pharma Device
Revenue can grow substantially over next 3-4 years
:Pharma devices division can grow 2-3 x FY20
:Toys could be as big as their home furnishing segment over the next few years
:Signed 2of3 largest toy companies globally who are sourcing usd 4bn from china

More from Trading

JayneshKasliwal
JayneshKasliwal
@JayneshKasliwal
𝗡𝗶𝗳𝘁𝘆-𝗕𝗮𝗻𝗸𝗻𝗶𝗳𝘁𝘆 𝗢𝗽𝘁𝗶𝗼𝗻 𝗕𝘂𝘆𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆

Complete Backtest and Indicator link

🧵 A Thread 🧵

𝗦𝗲𝘁𝘂𝗽:
🔸 Monthly Option Buying
🔸 50 ema on 3 min timeframe
🔸 Supertrend 10 , 3
🔸 Chart : Banknifty , Nifty Futures as we backtested on futures
🔸 Entry 9:20 to 3:00
🔸 Max 3 Entries per day
🔸 Premium nearest to 200 Rs only

[2/18]

Why Monthly Option buying ?
🔸 Less theta decay compared to weekly options
🔸 Less Volatility
🔸 Supertrend and MA Settings
[3/18]


🔸 Indicator Link
🔸 Click on the below 𝘭𝘪𝘯𝘬 -> 𝘈𝘥𝘥 𝘵𝘰 𝘍𝘢𝘷𝘰𝘶𝘳𝘪𝘵𝘦𝘴 -> 𝘈𝘥𝘥 𝘰𝘯 𝘊𝘩𝘢𝘳𝘵 from favourites and start using it !

🔸 https://t.co/zVXavqLBto
[4/18]

𝗜𝗻𝗱𝗶𝗰𝗮𝘁𝗼𝗿 𝗦𝗲𝘁𝘁𝗶𝗻𝗴𝘀 :
🔸 Max 6 Trades per day ( Both CE and PE buy)
🔸 Timings 9:20 am to 3:00 pm
🔸 Supertrend : 10,3
🔸 Moving Average 50 ema
[5/18]
ALL , TRADING , A OPTION BUYING INDICATOR
Emperor\U0001f451
Emperor👑
@EmperorBTC
Technical Analysis Masterclass- Part 2

'Entering the trade'

Entering a trade without ascertaining a certain things is gambling.

In this masterclass we will learn the pre-requisites to enter a trade.

DON'T ENTER A TRADE WITHOUT DETERMINNG THE FOLLOWING.

Please share.

We understand what reward to risk (popularly called risk to reward) is.
It will be denoted by R:R.

We will also try to bust a few myths about R:R and how to avoid losing trades.

Before entering a trade, you need to determine 3 things.

1. Entry trigger
2. Stop loss
3. Target

1. Entry trigger = Reasons for entering a trade. There could be multiple reasons or a single reason for entry.

Generally a set of reasons AKA confluence is a higher probability trade and a generally a safer entry.

Example of an entry trigger.


2. Stop Loss.

The price in the opposite direction of the trade where the trade is exited, at a loss.

At this level, the reason for the entry becomes invalidated according to TA and the price can then move in the opposite direction, probabilistically.


3. Target is the possible price level that the asset might touch based on previous trends or confluence AND where a possible reversal could occur.

Target is the next path of least resistance from where the price might reverse.

We will always ONLY use TA to determine all 3.
TRADING
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Robot James
Robot James
@therobotjames
In my 20 years of trading I have noticed this cycle play out again and again with traders that "make it":

1. Overconfidently reach for returns
2. Get humbled by the market
3. Simplify + concentrate on clear, high probability edges.

1/n

Nearly everyone starts with a lack of respect for how hard it is to consistently make money trading.

That leads them to pass over high-probability sources of returns in favor of more marginal ideas.

Or they overcomplicate the trading of a good edge.

2/n

Here's an example...

It is 2015. You look at a simple strategy.

You hold an equal dollar exposure to:
- Cap Weighted US Stocks (VTI)
- 20+ Yr US Treasury Bonds (TLT)
- Gold (GLD)

And rebalance each month.

(I've extended back a bit with mutual fund prices.)

3/n


It made money consistently with a few blips.

You'd have 4x your money from 1997 to 2015.

It makes sense. It's harnessing two big sources of risk premia (equity + duration).

It diversifies across 3 macro assets that tend to outperform in different econ environments

4/n

But, naturally, you turn your mind to how you could do better...

And here is where it gets dangerous!

There are good ways to try to "do better", and there are bad ways to try to "do better".

5/n
TRADING
Mohit Sharma
Mohit Sharma
@mohitsharmadl
Traders often overlook the SHORT STRADDLE due to its simplicity.

It remains the TOP strategy to make money when the market is not trending.

Here's how you can make money using only the short straddle
in various market conditions

⬇️ A comprehensive thread🧵


A short straddle is the most basic neutral options strategy.

Where a call option and a put option are sold at the same strike price.

Max profit = Total premium received ( call leg + put leg )

Max risk = Unlimited

(using SLs would be wise)

Upper breakeven = Strike price + Total Premium received

Lower breakeven = Strike price - Total Premium received


Essentially short straddles are initiated when the trader is confident about the market staying in a certain range (between the breakevens of the straddle)

Long-term short straddles usually require fewer adjustments since the range is wide.

Since unlimited loss is a component of the strategy, the trader has to adjust the strategy to increase profit/ mitigating risk
TRADING
Aditya Todmal
Aditya Todmal
@AdityaTodmal
How to save tax when income is above 50 lakhs?

Here are 9 benefits of trading in a corporate account: 🧵

Collaborated with @niki_poojary

1. Make a Pvt Ltd Company.

Form a company with family members and trade under it. The family members should be directors of the company. Will explain why later.

Why form a company?
You will only need to pay 25% flat tax. Individuals have to pay 30% tax above 10 lakh profits.

2. Surcharge Benefits:

You will be charged a lower surcharge in a corporate account.

Check the picture below:


Total Tax Outlay:

The total tax outlay for individuals is 30% plus surcharge. If you really earn a lot (10 cr +) then you will be paying 42% tax.

Whereas in a company you'll be paying a maximum of 28% tax.

This is how rich people save a lot of their money by paying low taxes.

3. Expenses can be deducted.

All expenses can be deducted from a company account.

Companies:
1. First make a profit.
2. then deduct the expenses
3. & Pay tax on the remaining income

Individuals:
1. First Profit
2. Then Pay tax
3. Expenses with whatever is left.
ALL , TRADING , TAXES RATTIBHA

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Ramblings of a Sikh
Ramblings of a Sikh
@RamblingSingh
1/ Jassa Singh Ahluwalia & his role in the history of Shri Harmandir Sahib (A Thread)


2/ Jassa Singh was born in 1720/21 at a village called Ahlu in the Lahore District of Punjab.


3/ Jassa Singh was educated in Delhi, in Persian, Arabic & more, under the care & supervision of Mata Sundari Ji.

Mata Sundari Gurdwara in Delhi.


4/ In 1733, Jassa Singh's mama, Thag Singh (ਤਾਗ ਸਿੰਘ), requested Mata Sundari Ji's permission to take Jassa Singh back to Punjab.


5/ At first Mata Ji refused but eventually gave permission for Jassa Singh to go with his mama, giving Jassa Singh a blessing and weapons, informing him, it was now the right time to take up arms.
HISTORY
Anu Satheesh
Anu Satheesh
@AnuSatheesh5
Sri Mridanga Saileswari Temple Muzhakkunnu, Kannur KERALA

The temple is established by Parasurama and it is one among 108 Durga temples.
Devi will answer all the prayers of her devotees who pray to her with utmost devotion lighting the ghee deepam.


It is the family diety of Kerala Varma Pazhassi Raja.
Devi is present in three forms Kali, Saraswati and Lakshmi.

Legend...👇
Once a Mridungam ( musical instrument) shaped rock fell from heaven here.
@SriramKannan77


Devi originated in the form of Mridangam and Parasurama captivated the essence of Devi into a Vigraham. Vigraham is made of Panchaloham.
Kathakali, an art form of Kerala originated here.


Temple Vigraham was stolen 3-4 times, but because of power of Devi all the attempts were failure. Police records says that Whenever the thieves try to steal, they lose their senses, and they will be in a confused state. So they will abandon the idol.
🕉
ALL
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Jeet Heer
Jeet Heer
@HeerJeet
1. Now that Stan Lee is being eulogized far and wide, it's important to remember how marginal Stan Lee and his collaborators (Jack Kirby and Steve Ditko) were in the 1950s and 1960s.

2. Marvel Comics (before that Atlas) was just a cog in the machine of a bottom pulp publisher run by Martin Goodman, the husband of one of Lee's cousins. It was the lowest of the low in the publishing world.

3. Now Mario Puzo (not yet the author of the Godfather) shared offices with Stan Lee in the 1950s and 1960s. Puzo wrote for garrish men's adventure magazines and, like Lee, dreamed of writing a novel & breaking out. But Puzo looked down on Lee.

4. Flo Steinberg, 1960s secretary at Marvel: "They were always making jokes about us. They'd come in and giggle. mario Puzo would look in and would see us all working on his way to the office and say, 'Work faster, little elves. Christmas is coming.'"

5. When JFK was killed, the whole office of Magazine Management was stunned and quiet. Except Lee. He continued working. "He was still working on the comic books," Puzo said. "Like that was the most important thing in the world."
CULTURE
Anu Satheesh \U0001f1ee\U0001f1f3
Anu Satheesh 🇮🇳...
@AnuSatheesh5
Panniyur Sri Varahamurthy Temple Palakkad, Kerala
#KeralaTemples 🚩

Panniyur Sri Varahamurthy Temple is located in Pattambi Taluk of Palakkad District. This is believed to be the first temple in Kerala, where Prathishta was done by Parasurama

Story says that, Parashurama after


Creating Kerala was doing Tapasya here. But he was disturbed as the land faced turbulence. Parashurama sought Narada’s help, who advised him to pray to Vishnu. Parashurama started praying Maha Vishnu. Finally Maha Vishnu appeared and told to do Prathishta of his Varaha Avatar.


As Earth is saved in Varaha Avatar, this temple is famous to solve land related issues.

Many people conduct Bhoomi puja here, which is very special here. They bring sand from around the temple which is used for pooja and then has to be returned to the same spot 👇


from where it was taken.
It is also believed that Perumthachan, the legedary craftsman has abandoned his tools here.
Om Shri Varaha Murthaye Namah
🙏🕉🙏
ALL
Nicolas
Nicolas
@necolas
A brief analysis and comparison of the CSS for Twitter's PWA vs Twitter's legacy desktop website. The difference is dramatic and I'll touch on some reasons why.

Legacy site *downloads* ~630 KB CSS per theme and writing direction.

6,769 rules
9,252 selectors
16.7k declarations
3,370 unique declarations
44 media queries
36 unique colors
50 unique background colors
46 unique font sizes
39 unique z-indices

https://t.co/qyl4Bt1i5x


PWA *incrementally generates* ~30 KB CSS that handles all themes and writing directions.

735 rules
740 selectors
757 declarations
730 unique declarations
0 media queries
11 unique colors
32 unique background colors
15 unique font sizes
7 unique z-indices

https://t.co/w7oNG5KUkJ


The legacy site's CSS is what happens when hundreds of people directly write CSS over many years. Specificity wars, redundancy, a house of cards that can't be fixed. The result is extremely inefficient and error-prone styling that punishes users and developers.

The PWA's CSS is generated on-demand by a JS framework that manages styles and outputs "atomic CSS". The framework can enforce strict constraints and perform optimisations, which is why the CSS is so much smaller and safer. Style conflicts and unbounded CSS growth are avoided.
TECH


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