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Investment Books
@Invest_Books
, 7 tweets, 8 min read Read on Twitter
Will be sharing @TIA_Investors 20-20 Notes in a thread...Courtesy: Pranav who is currently attending the event

1. G Martin : Aviation sector; Indigo

2. Ashish Kila: Banking; DCB Bank

@ashishkila

(1/n)
Next ideas...

3. Ekansh Mittal: Manappuram

4. Sanjay Santhanam: AMCs

@katalystwealth

(2/n)
Next ideas for #2020ideas #TIA

5. G R Balaji: City Union Bank

6. Jiten Parmar: Sunflag Iron & Steel

@jitenkparmar @niteen_india
@TIA_Investors

(3/n)
Next #2020ideas speakers...

7. Vijay Anand: Cummins India

8. Jatin Khemani: Gujarat Ambuja Exports

#TIA @TIA_Investors

@Stalwartsadvise @jatin_khemani
Next #2020ideas #TIA

9. Balaji Vaidyanath: Sanghvi Movers

10. Anand Mohan: V2 Retail

@TIA_Investors @ashishkila

(5/n)
Next few #2020ideas #TIA

11. Shagun Jain: Vinati Organics

12. Dhruvesh Sanghvi: JM Financial

@prosperotree

@TIA_Investors @shyamsek

(6/n)
Next few #2020ideas #TIA

13. Varinder Bansal: Balarampur Chini

14. Saurabh Kumar: Apollo Hospitals

15. R Vetrivel: Zee Learn

16. Vardharajan: Majesco

17. Subhash R: Colgate Palmolive

@suru27 @varinder_bansal @TIA_Investors @varadhar1

(7/n)
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Most hilarious news of the day!!

That "chip" note, which claimed to end fake currency & kill black money is now going to have a premature death..

Even Tughluq cant stop laughing 🤣 theprint.in/economy/india-…
Now my prognosis:

Dont fall into the news that these notes are going to be withdrawn, they will stay there!!

RBI is in a dilemma with these ₹2000 notes, which used as a quick fix solution, yep, they are facing the proverbial situation of between devil with deep sea.
₹2000 notes was a quick fix solution during DeMon to replace ₹1000 notes, which are in circulation, numbering 6.858 billion, which constituted 38% of the total Currency in Circulation (CIC).

Why?

If you change the denomination, you should need only 3.429 billion ₹2000 notes
Read 25 tweets
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#Thread on #Hindu #Hinduism & #Hindutva. I saw this as an imprudent need & hence the thread as below cc @vivekagnihotri @RatanSharda55 @Sanjay_Dixit @_NAN_DINI @GitaSKapoor @sankrant @DikshitSmita @Shubhrastha 👇🏼Pic: Trimurti Sadashiva sculpture on Gharapuri Island
2/n #Hinduism is a reduced nomenclature given to the Sanatana Dharma by British in 1830s. The word Hinduism is formed by adding suffix ISM to Hindu.

ISM is defined as a distinctive practice, system, or philosophy, typically a political ideology or an artistic movement.
3/n It must be understood that Hindu term always had geo-cultural meaning covering for people residing amid Sindhu River, Himalayas & Indu Sagar. Then in this case adding suffix ISM is nothing but mocking English Language. Eg, u can’t add Ism to Japanese and call Japaneism.
Read 20 tweets
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Voici donc mon #Thread concernant l’accident du #HelgeIngstad, cette frégate que la Norvège a perdu sans combattre il y a une semaine.
Je précise que je n’ai comme source que ce qui est écrit et montré sur internet, et que mon analyse comme mon avis n’engagent que moi et ne représentent pas une position officielle.
Ces réflexions proviennent de l’analyse des faits connus et de mon expérience de navigation, y compris dans les fjords de la région, que je sais être particulièrement exigeants.
Read 61 tweets
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SO MUCH ADO ABOUT HSBC

#thread
People have been screaming about the exit of HSBC and UBS as sign of
bad economics. That's a huge lie. I will try to explain it in a very
simple way. HSBC and UBS were never set up for regular banking. When I say regular banking I mean retail banking.
They never ran salary
accounts; they were never set up to afford loans to customers etc.
Their sole purpose was to help customers who can afford their services
an easy way to transfer funds overseas.
Read 31 tweets
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Datafolha: 55% x 45% para Bolsonaro. Ibope: 54% x 43%.

O que a História nos diz? Até que ponto as pesquisas do sábado costumam acertar no domingo em 2° turno?

A #thread análise dos institutos mais renomados é boa para @jairbolsonaro, mas traz esperanças para @Haddad_Fernando.
A primeira parte da thread é de boas notícias para Bolsonaro.

É que Datafolha e Ibope, desde 89, são quase infalíveis nas pesquisas presidenciais do sábado antes da eleição. Nas 10 pesquisas das 5 eleições em 2° turno desde então, só uma errou além da margem de erro.
Os dois institutos costumam acertar já no sábado os resultados em 2° turno para Presidente, e por vezes conseguem cravar os números. Diante disso, é difícil imaginar errando tanto a ponto de Haddad virar. Vamos aos números na História das 5 eleições de 2° turno que o 🇧🇷 já viu:
Read 18 tweets
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I shall be live tweeting TIA India 20-20 ideas summit and investing ideas discussed today !
First speaker G Marian talks about Indian Aviation sector.
Indigo with 40+% market share is only player with positive net worth !
Phenomenal growth in domestic passenger traffic for Indian Aviation last 25 years !
Read 188 tweets

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