Investing Concepts / Wisdom (2022)
Follow Your System
Follow Your System, Like Terry Smith Follows His.
“If you want to have a better performance than the crowd, you must do things differently from the crowd.”
Smith followed this Templeton's axiom to deliver superior performance consistently over time.
Let's go!🙂
1/14
— Smart Sync Services (@SmartSyncServ) June 21, 2022
Munger’s Words
Avoiding Landmines > Finding Multibaggers
"All I Want To Know Is Where I am Going To Die So That I Will Never Go There."
Munger first said it.
Peter Bevelin wrote a book by this name.
We simply tagged this quote when we found a suitable instance.
A 🧵 on top 10 such cases
— Smart Sync Services (@SmartSyncServ) May 15, 2022
11 Observations
11 Random observations and thoughts on investors who pretend to take a long-term view but are far from it.
A 🧵
— Smart Sync Services (@SmartSyncServ) May 5, 2022
“Shall You Apply to LIC IPO?”
Most queries we receive these days:
"Shall I apply to LIC IPO?"
That's an incorrect question to ask.
We would be even more wrong if we provide a Yes or a No or a message with the "+" & the "-".
No. That doesn't help.
A 🧵 on a framework that might help you.
Let's go!
— Smart Sync Services (@SmartSyncServ) May 4, 2022
What is Down Proofing?
Do you know what's Down-proofing?
You may Google it.
But do you know what Google can't do?
It can't tell you what investors can learn from "down-proofing".
A 🧵 to know how drown-proofing tests can help you.
"Retweet" to help us reach out to maximum investors.🙏
Let's go!
— Smart Sync Services (@SmartSyncServ) May 3, 2022
“Learnings from One Percent” Show with Rajeev Thakkar
Short Form Overrated
Long Form UnderratedOne Percent Show is an Undervalued Quality Stock
1. Great guests
2. Thoughtful Qns
3. No interruptions
4. Free exploration into the best mindsTop 21 learnings from the recent show with Rajeev Thakkar @PPFAS@safalniveshak
Let's go
— Smart Sync Services (@SmartSyncServ) April 9, 2022
“Three new age concepts” to not miss as an investor
Enough of HDFC on your timeline.
We know you need some fresh air.
Don't worry. Here we are for you.🙂
3 new-age concepts that you can't miss as an investor.
1. Extremistan Vs Mediocristan
2. Non-Linearity
3. Win-Win Model
If you like it, Reciprocate by a Retweet🙂
— Smart Sync Services (@SmartSyncServ) April 4, 2022
“Thomas Sowell says this”
Thomas Sowell says this:
"It was Thomas Edison who brought us electricity, not the Sierra Club. It was the Wright brothers who got us off the ground, not the Federal Aviation Administration…
— Smart Sync Services (@SmartSyncServ) April 2, 2022
Parag Parikh’s “law of the farm”
The Law of the Farm!
In Late Mr Parag Parikh's words (see pic attached).
We will share why investors often take the wrong lessons from the law of the farm.
Also, in the process we will bust the "Buy & Hold myth"
A🧵
Retweet to help us reach out to maximum investors 🙏 pic.twitter.com/LfXNmR1hZi
— Smart Sync Services (@SmartSyncServ) March 29, 2022
5 important constructs from the budget
Thank you, @PaytmMoney for inviting us.
"As citizens of India, we should be interested in the Budget, but from investing point of view, it's is a non-event."- SSS team
In less than 40 days, the market seems to have no memory of 1st Feb.
A🧵on 5 important constructs pic.twitter.com/aPTetWFxU3
— Smart Sync Services (@SmartSyncServ) March 19, 2022
“Special Situations”-Learning from MissioN SMILE webinar
Special Situations
Our learnings from a recent MissioN SMILE webinar.
Hit "Retweet" to help us educate maximum investors.
— Smart Sync Services (@SmartSyncServ) January 10, 2022
Webinar with Meet Shah
MissioN SMILE Webinar 2002
Guest Speaker: @MeetshahV
Slides & Recording of the Webinar in this thread.
Stocks mentioned in the webinar should not be construed as Recommendations.
Discl: Holding in some of the stocks
Retweet to help us reach out to maximum investors🙂🙏 pic.twitter.com/Gyes7UYtDu
— Smart Sync Services (@SmartSyncServ) January 3, 2022
Investing Concepts / Wisdom (2021)
“Which investing demons are you killing this Dussehra?”
Which Investing Demon are you killing this Dussehra?@dmuthuk pic.twitter.com/2N6xAE6zIX
— Smart Sync Services (@SmartSyncServ) October 15, 2021
Stages in the life of multi-baggers that last for decades
Stages in the life of Mulibaggers that lasts for decades
1. Ignored by the market
2. Deep Value investors buy
3. Fundamental investors buy
4. Momentum investors buy
5. Bubble bursts
6. Repeat journey begins— Smart Sync Services (@SmartSyncServ) October 11, 2021
Prestige-Big bull starting an airline
"The Prestige"
Arguably, one of the best movies by Christopher Nolan.
It has a good lesson for investors who are talking about the Big Bull starting an airline business.
Read on!
(P.S. Retweet for wider reach🙂🙏)
— Smart Sync Services (@SmartSyncServ) July 29, 2021
Paytm-Initial story of Vijay Shekar Sharma
“𝘚𝘰𝘮𝘦𝘵𝘪𝘮𝘦𝘴 𝘯𝘰𝘵 𝘨𝘦𝘵𝘵𝘪𝘯𝘨 𝘸𝘩𝘢𝘵 𝘺𝘰𝘶 𝘸𝘢𝘯𝘵 𝘪𝘴 𝘢 𝘸𝘰𝘯𝘥𝘦𝘳𝘧𝘶𝘭 𝘴𝘵𝘳𝘰𝘬𝘦 𝘰𝘧 𝘭𝘶𝘤𝘬!”
Paytm knows this very well.
IPO Valn:
$25 Bn
INR1.85 Tn
𝐈𝐍𝐑 𝟏𝟖𝟓𝟎𝟎𝟎𝟎𝟎𝟎𝟎𝟎𝟎𝟎/-
A11-yr story.
Retweet to share with all.
— Smart Sync Services (@SmartSyncServ) July 20, 2021
Mistakes in Bear and Bull market
Investors do not realize this.
Mistakes in a bear market ~ Mistakes in a bull market.
They say learn vicariously.
But the biggest learning comes from the mistakes we commit ourselves.
Here are 5 common mistakes.
Check it out!
— Smart Sync Services (@SmartSyncServ) May 20, 2021
Ben Graham’s childhood and Knickerbocker Crisis
Did You Know?
Benjamin Graham (aged 13) saw his family money lost in the wall street panic of 1907.
The Banker’s Panic or Knickerbocker Crisis.
After 6 yrs of investigation, the Federal Reserve System was set up in 1913.
Here’s the story of Ben leading up to those times.
— Smart Sync Services (@SmartSyncServ) April 3, 2021
Looking at the stock market in a light-hearted way(in Hindi)
The stock market is serious business. But it doesn’t mean that we cannot look at it in a lighthearted way. Here’s an attempt. 🙂🙏
मै इन्वेस्टर नंबर 786 जब भी स्टॉक मार्किट को देखता हु
दिन महीने सालो के रिटर्न्स को कुछ हफ्तों में खोता देखता हु @contrarianEPS(1/n)
— Smart Sync Services (@SmartSyncServ) March 13, 2021
Narayan Murthy’s letter to shareholders in yr 2000
“Total revenues grew by 80% while profits after taxes from ordinary activities witnessed an increase of 115% over fiscal 1999.” Narayana Murthy & Nandan Nilekani in Letter to shareholders in 2000 AR.
Check out the Snippet from 2000 AR on “The Power of E-commerce” pic.twitter.com/4viHbRpVCB
— Smart Sync Services (@SmartSyncServ) March 7, 2021
Internet is underrated, how an idea of paul graham helped Smartsync
Internet is Underrated!
Not talking about the benefits of coding, AI & ML. Just about the basic internet stuff, non-techies like us can leverage.
In this thread, we will use an idea of @paulg and share how it has helped us in our journey.
H/T @_anshulkhare
— Smart Sync Services (@SmartSyncServ) January 26, 2021
Booklet of payment and settlement systems in India by RBI
Booklet on Payment & Settlement Systems in India @RBI is rich with important data for the fintech industry in India.
Some of the most important ones in this thread below. pic.twitter.com/UHMCbPi2Nt
— Smart Sync Services (@SmartSyncServ) January 25, 2021
Investing Concepts / Wisdom (2020)
A lighthearted way to look at the stock market (Hindi rhymes)
The stock market is serious business. It doesn’t mean that we can't look at it in a lighthearted way.
Here’s an attempt.
मै इन्वेस्टर नंबर 2020 जब भी स्टॉक मार्किट को देखता हूँ
दिन महीने सालो के रिटर्न्स को कुछ हफ्तों में खोता देखता हूँ(1/n)@VijayKedia1 @contrarianEPS
— Smart Sync Services (@SmartSyncServ) December 26, 2020
Christmas thread, story on consumption and demand
We wish you a Merry Christmas!😀
Last night, Santa Claus came in the dream of @kanodiaankit12 with a gift. He is going to share it with all of us.
It’s a story. No, not a fictional one. But a real one.
Gorge on your Christmas pudding and get ready for your Christmas Gift
— Smart Sync Services (@SmartSyncServ) December 25, 2020
3 Famous capital allocators in the world of business
We are going to tell you about 3 famous Capital Allocators in the world of business & investing.
All 3 of them:
~Started with almost 0 inheritance of capital
~Built a formidable empire from scratch
~Acquisitions of businesses have been an integral part of their strategy
— Smart Sync Services (@SmartSyncServ) December 5, 2020
Discussion with old friend Kartik on “Survive to Thrive”
When my friend and colleague, @KK63360362 read my old post, https://t.co/JRd0M4rkxt, he made some interesting observations.
Kartik: Ankit, while you have written about the art of survival in detail, you have not touched upon the thriving part at all in your post.
— Smart Sync Services (@SmartSyncServ) November 21, 2020
Dussehra poem by Shri Ramdhari Singh Dinkar
Happy Dusshera !!
Vijay Parv inspires us to be good & be victorious in whatever we do. What better inspiration than Shri Ramdhari Singh Dinkar's poem –
सूरमा नहीं विचलित होते,
क्षण एक नहीं धीरज खोते,
विघ्नों को गले लगाते हैं,
काँटों में राह बनाते हैं।(1/5)
— Smart Sync Services (@SmartSyncServ) October 25, 2020
The growth story and journey of China
Why has one misunderstood nation now the source of more millionaires & billionaires than anywhere else on earth?
Why does ROW ignore this story?
Popular investor, Dr. Steve Sjuggerud, talks about “The Greatest Moneymaking Opportunity of Our Lifetimes.”
A thread
— Smart Sync Services (@SmartSyncServ) October 24, 2020
“Do More. Think Less”
Do more. Think less.
Whenever thinking is a byproduct of an activity (like observing, seeing, reading, writing, listening, talking, etc) it yields far better results than when thinking is your main activity.
Let’s look at the field of investment from this angle.
A thread pic.twitter.com/b0pZTBYmnw— Smart Sync Services (@SmartSyncServ) October 19, 2020
Howard Schulz on Ratan Tata and India
Did you know that @RNTata2000's grace and wisdom once moved Starbuck’s former CEO, @HowardSchultz?
In a book titled 'Reimagining India: Unlocking The Potential of Asia's Next Superpower', Schultz wrote an essay.
(1/6)
— Smart Sync Services (@SmartSyncServ) October 8, 2020
Tribute thread to WB on Teacher’s day
Warren Buffett (WB) is a remarkable teacher for countless investors around the world.
On this occasion of “Teachers’ Day”, we wish to pay a tribute to him and share our major learnings from him.
"Happy Teachers' Day"
A thread follows pic.twitter.com/X3D7adKSeW
— Smart Sync Services (@SmartSyncServ) September 5, 2020
New traders who have entered the market
An interesting insight from the WhatsApp University
17 LakhAbhimanyus have entered chakravyuh, will they Survive?
A Thread!
— Smart Sync Services (@SmartSyncServ) August 27, 2020
How to think about valuation
A Thread on How to Think About Valuation
1/
Start with a DCF frame of mind, you don't have to make it complex.
Always invert. Start with the current Mkt Cap and then back calculate what CF growth rates can be.
Let's check for Nestle India.
— Smart Sync Services (@SmartSyncServ) July 2, 2020
“One wise investment is better than ten foolish investments”
"One wise investment is better than ten foolish investments. Wise investments fetch good fortune while unwise investments bring misfortune."
Here's an imaginary tale to reinforce the above investing lesson.
(1/n)
— Smart Sync Services (@SmartSyncServ) June 26, 2020
Survive to Thrive-Part 2
Survive to Thrive Part 2
1st post, Survive to Thrive, was on imp of Survival for long periods in investing.
You may want to read it here: https://t.co/V9ayMApD6X
In Part 2, we have gone a few steps further in the journey of an investor.
This thread gives a glimpse.
(1/n)— Smart Sync Services (@SmartSyncServ) June 25, 2020
Long term investor and practitioner’s perspective on the market
Long Term Investor and Practioner's perspective on the markets.
Valuable advice, wisdom and action plan to navigate through the market muddle
Please find our notes on this thread.
Thanks @jaycee77 @NeerajMarathe
— Smart Sync Services (@SmartSyncServ) June 3, 2020
What Debt Means to Businesses and Investors
A thread on what Debt Means to Businesses & Investors
Debt is an important metric to judge the financial health of an individual or a corporate Balance Sheet. @Investopedia defines debt in very simple words
(1/n) pic.twitter.com/iaUx8bkZni
— Smart Sync Services (@SmartSyncServ) January 25, 2020
