@itsTarH @ias_summit Fantastic move on $AMD and still rocking..
Cycle shift to cpu/tpu
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InvestBooks ๐๐
23.7K posts
InvestBooks ๐๐
@InvestBooks
Investing Books | Index Mutual Funds | Book Deals | Credit Cards | Personal Finance| Amazon Affiliate earns on Qualifying Purchases
India ๊ฐ์
์ผ Ocak 2015
3K ํ๋ก์33.1K ํ๋ก์
Up 120% now, since this was presented at @ias_summit
The major triggers are yet to still play out here : )
Tar โก@itsTarH
Talked about AMD at this year's @ias_summit Up 60% since Simple thesis of a Player #2 in an oligopoly, gaining even a small market share leading to several x increase in topline and bottomline Few slides from the presentation โคต๏ธ
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InvestBooks ๐๐ ๋ฆฌํธ์ํจ
Ridiculous.
You can learn from your own limited experience or from the vast experience of others by reading books.
As Charlie Munger said: "You don't have to pee on an electric fence to know it's a bad idea."
You can learn from experience of others.
Read (like most successful investors and others do).
Balu Gorade@BaluGorade
Ridham Desai says reading books is a waste of time. Personally, I have gained a lot from reading. Surprising.
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Books on human psychology and madness of crowds definitely works on investing.
Not sure what kinda of advice is thisโฆ.
Those who read books should practically apply it.
Mihiir Khajnchi@m1hirk
Proof that when you are successful & wealthy even if you utter bullshit like this, it is presented as holy wisdomโฆ
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InvestBooks ๐๐ ๋ฆฌํธ์ํจ
Since we published the 1st module on @ZerodhaVarsity (2014), there has been one constant request - to release the module in book format. I think many still prefer holding a book in hand, flipping through pages, highlighting, and taking notes. For all of them, here is the book ๐
This book is for those who want to get started with the stock markets, but dont know where and how to start.
Thanks to Trisha Bora and @HarperCollinsIN for nudging me constantly to work on this book :)
It feels odd to say this - but the link to preorder the book is in the comments below ๐ฌ
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@ccg33k @maniasija Excellent way for tactical allocation. I started off bit late..
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you can use any MF tool to see high performers by category - International and sort it by performance descending. This one has been on top for quite some time.
Example link: valueresearchonline.com/funds/selectorโฆ
This fund is an outlier. Next best is at 100% - that too because its a gold fund :D
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@maniasija @ccg33k Thatโs momentum investingโฆ compared to individual stocks MFs are better risk adjusted
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@ccg33k ๐
one person I thought might actually know the process
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Need to give credit to @itsTarH as he started highlighting US theme as process and in his weekly meeting and weekly updates.
Also he is building good tools for exploring US stocks.
Disc: Subscribed and no promo or affiliation.
InvestBooks ๐๐@InvestBooks
To every investor once you have explored Indian market should start studying US market as there are huge opportunity and themes out there. If you are early to ride the wave you make a killer. The driving seat of AI THEME Is currently semiconductor and Memory stocks.
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To every investor once you have explored Indian market should start studying US market as there are huge opportunity and themes out there.
If you are early to ride the wave you make a killer.
The driving seat of AI THEME Is currently semiconductor and Memory stocks.
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@DriveSmart_IN its very hard to notice tempo coming in reverse he assumed its moving forward slowly towards left.
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If you miss the exit,take the next exit ๐ค
Do not reverse or drive on the wrong side!!
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@jitendrajain @myfrido Same here got my edges folded out of box and I waited for weeks still it didnโt restore to original shape.
InvestBooks ๐๐@InvestBooks
Really like this new wedge pillow from @myfrido The edges are bended in the new pillow, not sure it is due to packaging issue or some other reason.
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Please focus a little more quality @myfrido regarding Frido Ultimate Pro Seat Cushion .
Also the pics dont match the real product. Specially the wings shown in image. Ordered this long back started using recently. The wings ( the back part) pics 14 .4 cm but they are not matcing in real product.
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In 2013, over $5000 worth of gadgets from 1991 could fit into an iPhone
In 2026, thousands of dollars worth of software now fits into a Claude
And thats the best analogy I can use to describe the condition of SaaS industry today
Claude@claudeai
Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude. Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.
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Thank you Investors, distribution partners and Team Helios.
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@Iamsamirarora Itโs a good recognition from peer to add Helios Flexicap to Omni fund.
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Thank you ICICI Prudential diversified All cap Omni FoF Fund manager (s).
Save Invest Repeat ๐@InvestRepeat
ICICI Prudential Diversified Equity All Cap Omni FoF's current top 5 holdings > ICICI Pru Focused Equity: 52.2% > Parag Parikh Flexi Cap: 7.09% > HDFC SML250 (Smallcap) ETF: 5.38% > Helios Flexi Cap: 4.94% > Bandhan Large & Mid Cap: 4.91%
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@josephseby78 Many congratulations and best wishes for the next milestones.
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Proud parents... Proud of our son Adharsh... Secured 97.2% in CBSE Class 10 Board Exams...
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A lot of people asked me how I decluttered my Gmail from 171K+ emails to <6K.
Want the entire workflow and the FREE no-code guide to follow this? I'll DM you.
Comment: DECLUTTER and make sure you follow me so I can DM.
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@trengriffin Is the history repeat of dot com bubbleโฆ
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If Allbirds had changed its name to "FreeBird AI" instead of "NewBird AI" the fans of Lynyrd Skynyrd would have sent the stock even higher.
Reminder: markets aren't fully rational.
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Allbirds data centers will be built with chips made using responsibly-sourced Merino wool.
cnbc.com/2026/04/15/allโฆ
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InvestBooks ๐๐ ๋ฆฌํธ์ํจ
300 freshers laid off by Zoho. No notice. No explanation.
They turned down TCS, Cognizant & Capgemini for this.
One full-time employee asked "are you replacing us with trainees?" and shortly after: 300 young careers were paused.
These weren't job hoppers. They were kids from small towns whose families were depending on that paycheck.
Freshers don't come to replace you. They come to learn from you.
The real question is: who's protecting entry-level talent in Indian tech?
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@abhymurarka @desiblab Making money is not so important. Need to wait and watch can he sustain the growth and keep up with thingsโฆ
How much does he spend on marketing does matter. I keep repeated ads of his services in Insta.
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Are influencers like Sharan's 1% Club generating more revenue than leading WealthTech startups?
Wondering if his claim is true - he posted this on Threads.
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InvestBooks ๐๐ ๋ฆฌํธ์ํจ
Sent in my resignation to the IAP membership as it's becoming too suffocating to stay there, with the leadership worrying more about the funds from Kenvue than the safety of children. No condemnation of the notice issued to me. No condemnation of the public statement made by Kenvue that they presented their hydration portfolio in PEDICON. Giving a position statement on ORS and electrolyte drinks after the notice was sent to me. Emphasizing on Sucralose (clearly showing conflict of interest) that it's safe, without even warning the parents about the potential dangers with long term usage...... disturbance of gut microbiome, diabetes, and related complications like heart attack.
What is the need to even talk about Sucralose in a position statement on ORS and electrolyte drinks. So much ambiguity in the statement. It's basically a script to validate eRZL selling its Sucralose containing drink as a daily hydration drink for children.
#IAP #sucralose #Kenvue #eRZL #ORSL
thesouthfirst.com/health/sucraloโฆ
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