anshul shah @anshulfs

Joined November 2009

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Greg Duncan @GregDuncan_

3 years ago

Many traders have no consistency when sizing their positions. The pros have this down to a science. Here's my dead simple, 3-step guide to position sizing (and to outperforming 99% of other traders in the process):

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HF Reflections @hfreflection

3 years ago

PART 10: INVESTING FRAMEWORKS Over time, we’ve identified several types of “investment frameworks” that have worked for us. Some investments fit multiple categories. All tend to involve a clear reason for dislocation / value. Some may be familiar, others not. A 🧵

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Ritesh Jain @riteshmjn

3 years ago

De dollarization.. circular from RBI

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Sahil Kapoor @SahilKapoor

4 years ago

Why there is a case of cyclical recovery in Indian economy? A thread🧵 The flow of financial resources to commercial sector & the economy is a very important indicator to gauge the health of economic growth. Here is a what the data is saying. Read slowly. It's a complex topic

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Clint Ehrlich @ClintEhrlich

4 years ago

First, Russia and Kazakhstan have the largest continuous land border on planet earth. If Kazakhstan destabilizes, a significant fraction of the country's 19 million residents could become refugees streaming across the border. Russia is not willing to let that happen.

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Deepak Shenoy @deepakshenoy

4 years ago

SEBI Board Meeting 🧵 Companies that go IPO saying they'll acquire someone (without saying who) have to only use 25% of amount raised, plus max 10% for "General Corporate Purposes". Will reduce IPO fund raising unless for a specific purpose.

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Sahil Kapoor @SahilKapoor

4 years ago

My 4th blog post in the 'Gurudakshina' Series 21 lessons, A thread 🧵 The year 2021 was full of ‘newness’ for me. I changed roles after nearly a decade and a half. By luck, or by design, I had begun changing how I invest just a few months before the pandemic hit us last year.

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Varinder Bansal 🇮🇳 @varinder_bansal

4 years ago

IIFL on Deepak Fert: Initiate coverage with TP 720 (CMP 375)

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Preston Pysh @PrestonPysh

4 years ago

Why does everything feel like the world is falling apart, yet the stock market has looked like this since 2009? Well, here's a thread w/ some interesting charts that will help you understand: what you see is NOT what you get. 1/

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KKGB @INArteCarloDoss

4 years ago

Both outcomes indicate that market that is underpricing inflation across the curve. Bad outcome reflects a market missing the mark by hundreds of bp. Refer to my previous FFR post for magnitude. My guess is CBs about to abandon the +/- 2% bullshit target across board. End

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Multipie @MultipieSocial

4 years ago

Imagine leaving a high-flying career in US and returning to India to build software. In the 90s. Building digital maps for a complicated nation when no one uses them. Competing with Google. Almost winding up a few times. Finally succeeding. A thread on MapmyIndia (MMI). 1/n