Raghav Kapoor

💚 We just announced a "Transition Account" for pro investors who find themselves between roles. Full, free Smartkarma Pro access to tide you over smoothly to your next job. Pls help me reshare 🙏

✨ I have some *big* news to share. This week, Smartkarma completed the acquisition of Helixtap Technologies, a global commodities alternative data and Insights provider. I’m psyched!!!

Dear Friends, Fellow Investors, and Research Enthusiasts, We're excited to reach out to you as we approach an important milestone — surpassing 7,000 followers on 𝕏. Achieving this will significantly enhance our visibility and help us connect with more like-minded individuals. Our feed is a resource for lots of free, actionable investment insights and timely market updates. Initially focused on APAC markets, our coverage has now expanded globally. We started our journey on 𝕏 relatively recently, so your support in helping us grow our community would be invaluable. Thank you for being a part of our mission to #MoveMarketsTogether.

🚨 Smartkarma's Weekly Review 🚨 (Don't forget to share) 1. China dominates global manufacturing (via @HayekAndKeynes)

Thermal Coal: coiled spring? Coal prices are back down to 5-year averages. There is no froth, no rabid excitement… and that’s likely bullish. #OOTT @hkuppy @joshyoung 1/n Chart courtesy @Barchart

Deep down, everyone's a fan boy! twitter.com/smdcmc/status/…

My meeting with this amazing guy - linkedin.com/posts/ragkap_i…

“The hiking cycle is over! Time to re-steepen the USD curve and allow 6m to 2yr rates to drop significantly This is the best way to tempt money back in to deposits and the Fed knows” — @AndreasSteno Do we all agree? If yes, pls RT 🔁

🧵 Smartkarma #threadoftheday 🧵 ASMPT (522 HK): PAG Potential Privatisation? 👉 Continue Reading 1/

@crossposter1 $AAPL

Noticed anything new on Smartkarma? We’ve released a new feature powered by @Quartr. With the Quartr Events integration, you get to listen in on earnings calls while doing your research on publicly listed companies. Experience it firsthand, only on the Smartkarma platform.

Wow! Would not have thought Bangalore was most affordable... esp compared to Bhubaneswar?!

We grew 10x in 18 months... and every single user in the #smartkarmacommunity has valuable stories to share - how we make a difference to their investment journeys.

[#ICYMI] If you're a private investor, you can avail: Unlimited access to Smartkarma Plus For just $49.99/month Instead of 1 newsletter at a time, you stream into the the best minds in research with one, powerful Smartkarma subscription that's priced fairly. There's more [🧵]

Okay - having trouble linking up all my Alexa devices today. What’s the matter @alexa99?

STENO RESEARCH WEEKLY POSITIONING WATCH by @AndreasSteno * Equity markets are still short * JPY, CAD, and AUD still amongst most hated currencies in the world (positioning-wise) * Energy longs are still heavy * Markets still short bonds 1/

If there’s one thread you need to follow every week it’s this 👇

Great timing - on the ground updates on how HK-opening to China is faring for F&B and other services companies.

A big, warm welcome to @AndreasSteno and his team to @smartkarma where we champion bold, independent Insight that moves markets. 💚

This should be a must-attend webinar for any value / special situations investor / ESG investor. You can RSVP below, and please also help spread the word 🙏 👉🏽 on.skr.ma/3XKntav Thank you in advance for your #smartkarma. #movingmarketstogether #webinar

4/ Such gentle corporate activism, is beginning to make an impact with share price moving the right way. We are hosting Mr Sanghyun to have an in-depth discussion on his proposal to the company.

🚨 This deserves a special mention 🚨 1/ Korea Tobacco and Ginseng (KT&G, 033780 KS) is one of the biggest, most long-standing consumer businesses in S. Korea 2/ The company has produced middling returns for shareholders, and a lot can be done to improve this... with a bit of...