Novus Moneta

Aiding Financial Literacy // Disclaimer: Any information provided by Novus Moneta does not constitute investment advice or investment recommendations!

[Charlie Bilello @charliebilello]

Global Inflation Rates...

[Dharshen Mahalingam @dharshen]

@RC42010237 Things can be reversed in the short run don't you think? Irreparable damage would result from longer term inequitable policies and lack of education/awareness. The issues we face today stem from protectionism which has the effect of reduced competition.

[Dharshen Mahalingam @dharshen]

Dear all, I’m planning on writing Part B of this Saga on Malaysia’s laggard economic performance. Are there any topics that you would like to know about? Besides brain drain issues, flocking of MNCs & inequitable policies. Please do let me know. Any & all thoughts are welcomed.

[Dharshen Mahalingam @dharshen]

Don’t overthink your approach to valuation in emerging markets (EMs) https://t.co/MyLMlb6N1r via @McKinsey. Great eye opener on how to treat cash flows by weighting scenarios rather than a simple country risk premium.

[Dharshen Mahalingam @dharshen]

Risk is relative, something commonly overlooked. The best part was that McKinsey suggests that some companies in EMs may have lower cost of equity than interest on government debt in EMs! It’s illogical to apply the same premium over all industries in a given country. #Valuations

[Ben Bakkum @BenBakkum]

recovery in the labor market in the US so far 👇

[Justin Bennett @JustinBennettFX]

The 2017 $BTC fractal has been accurate since June.

Currently shows $80kish in the next two weeks, followed by a mid-November pullback to $65k. Then $100k+ in December.

Let's see.

#Bitcoin

[Justin Bennett @JustinBennettFX]

$ADA at $3 had the same market cap as $VET would at $1.5.

Let that sink in.

[VeChain @vechainofficial]

One of the biggest logistics companies in the world 🤝 VeChain

Stay tuned👀. #NFTs $VET $VTHO

[Dharshen Mahalingam @dharshen]

Academy of Science Malaysia published its Science Outlook 2020 which explores the progress and development for science, tech & innovation in Malaysia. My mother, Prof. Dr. Santha was part of the Economic Impact Pillar team. I’m proud, and hope to follow in her footsteps.

[Dharshen Mahalingam @dharshen]

Interested to know how Malaysia fares against major ASEAN nations? I just published my article titled Malaysia Tanah Airku: Once A Tiger Economy, Now A Laggard Nation https://t.co/tnunhmsuSf. This article sheds light on the current economic situation in Malaysia.

[insider trading intern @notinsidetrader]

1/ This is well documented on CT already, but for my own tracking - a list of useful tools for monitoring NFT drops and your own collection on ETH/SOL. Hopefully this is helpful for you too! I'm sure I missed out loads, pls RT if useful and reply with others that you're using!

[Tren Griffin @trengriffin]

@modestproposal1 “I’ve never heard an intelligent discussion on cost of capital."
Charlie Munger

https://t.co/Y3XimSfaoi

[Tren Griffin @trengriffin]

@modestproposal1 "Cost of capital is what could be produced by our second best idea and our best idea has to beat it.” "We don’t discount the future cash flows at 9% or 10%; we use the U.S. treasury rate. You can’t compensate for risk by using a high discount rate.” WB

[modest proposal @modestproposal1]

I did check Damodaran's site, current implied ERP is 4.6%. And here's a nice graph of historical and implied.

[modest proposal @modestproposal1]

GS internet initiation report has this table of discount rates. First reaction was, these seem high and a 7% ERP seems high, need to check Damoradan's site. Second reaction was wtf NFLX has the lowest beta. Very smart locked account recently noted it had become... boring. Indeed.

[Crypto.com @cryptocom]

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[Michael Mauboussin @mjmauboussin]

1/ Attention valuation nerds (normal people can safely ignore): A new paper by Venkat Peddireddy on estimating maintenance capital expenditures. A simple assumption in many models is that maintenance cap ex = depreciation and amortization. That's off. https://t.co/uxC1aec28b

[Yardeni Research @yardeni]

YARDENI RESEARCH. Global economic activity slowed in August to a seven-month low, with growth decelerating across both the manufacturing and service sectors. According to the Markit report, companies noted that “supply-chain disruptions (especially at man…https://t.co/a1qHX2thsL

[Justin Bennett @JustinBennettFX]

Only a matter of time before $VET does this again. 👇

First $ADA, then $VET.