Raghav Kapoor

Chief Karminator at Smartkarma

[Raghav Kapoor @ragkap]

💚 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 🙏

[Smartkarma @smartkarma]

Are you between roles? Don’t sweat it.

Keep up with the markets with Smartkarma’s “Transition Account”.

For free.

Follow the link for more: https://t.co/nUmMRH73yy

[Raghav Kapoor @ragkap]

✨ 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!!!

[Smartkarma @smartkarma]

Big news – We’re glad to share that Smartkarma has acquired Helixtap Technologies, expanding our reach in the global commodities market.

This marks a key milestone for us, enhancing our market presence and proprietary data services across critical global commodity supply chains. With Helixtap’s expertise in natural rubber, automotive, and EV industries, Smartkarma users will gain access to even more specialized insights and analytics to support their investment strategies.

We are equally excited to welcome Farah Miller, CEO of @helixtap, and the entire Helixtap team to the Smartkarma family. 🎉

Want to know more? Check out the video below or the full story here 👇
https://t.co/HZbwM3Pav2

#MovingMarketsTogether

[Smartkarma @smartkarma]

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 @smartkarma]

🚨 Smartkarma's Weekly Review 🚨

(Don't forget to share)

1. China dominates global manufacturing (via @HayekAndKeynes)

[Smartkarma @smartkarma]

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

[Raghav Kapoor @ragkap]

Deep down, everyone's a fan boy! https://t.co/OFecbgpUdH

[Anandamoy Roychowdhary @smdcmc]

Fanboi moment meeting #JensenHuang and continuing the @RajanAnandan debate on how we at @_surgeahead and @peakxvpartners build AI cos out of india ! Jensen also shared how #DonValentine (founder of @sequoia ) would send him news snippets with words of encouragement on them :)

[Raghav Kapoor @ragkap]

My meeting with this amazing guy -

https://t.co/QzCASknWQp

[Smartkarma @smartkarma]

“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 🔁

[Raghav Kapoor @ragkap]

🧵 Smartkarma #threadoftheday 🧵

ASMPT (522 HK): PAG Potential Privatisation?
👉 Continue Reading 1/

[Raghav Kapoor @ragkap]

@crossposter1 $AAPL

[Smartkarma @smartkarma]

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.

[Raghav Kapoor @ragkap]

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

[Smartkarma @smartkarma]

Housing affordability in India #chartoftheday (via @soicfinance)

[Raghav Kapoor @ragkap]

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.

[Smartkarma @smartkarma]

At Smartkarma, we love our product and what we’ve made. But don’t just hear it from us, hear it straight from our #smartkarmacommunity. Meet Raghuraman – a Smartkarma Plus subscriber since 2020.

Ready to transform your investment journey?
👉: https://t.co/MCt5whbAdU

[Smartkarma @smartkarma]

[#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 [🧵]

[Raghav Kapoor @ragkap]

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

[FinFloww @FinFloww]

Alexa is one of Amazon’s biggest failures

It is selling like crazy, with approx 82 million Echo devices sold last year alone

But despite its crazy sales, Amazon is firing the entire Alexa team

Here’s what’s happening behind the doors:

[Smartkarma @smartkarma]

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/

[Raghav Kapoor @ragkap]

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

[Smartkarma @smartkarma]

Smartkarma's weekly review

(Don't forget to share)

1. Price-to-rent ratio (via @MichaelAArouet)

[Raghav Kapoor @ragkap]

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

[Smartkarma @smartkarma]

On 13 January 2023, we welcome Taste Gourmet’s CFO and Company Secretary, Gerald Yu, to our Corporate Webinar. He updates us on what they will be expecting as Hong Kong continues to reopen alongside Smartkarma Insight Provider Sameer Taneja. Register here: https://t.co/u8YSTqtztX

[Raghav Kapoor @ragkap]

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

[Smartkarma @smartkarma]

Steno Research, joins Smartkarma’s roster of Insight Providers to expand the depth and breadth of global macroeconomic insights. Subscribers will benefit from their signature coverage and thought leadership on global macroeconomics.

Find out more here: https://t.co/rYOyHkdfvh

[Raghav Kapoor @ragkap]

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 🙏

👉🏽 https://t.co/nf0EBJW6kX

Thank you in advance for your #smartkarma.

#movingmarketstogether #webinar

[Raghav Kapoor @ragkap]

🚨 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...

[Smartkarma @smartkarma]

Join us on the 14th of December, as we welcome the CEO of Flashlight Capital Partners (FCP), Lee Sanghyun, as he sheds light on FCP’s case for corporate Activism at KT&G Corporation with Pranav Rao, Co-Head of Research at smartkarma

Reserve your spot now: https://t.co/TeAUUHs6HW

[Raghav Kapoor @ragkap]

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.