Altperspective @Altinterpretatn

Indian Army found out about Tonbo Imaging because US Army soldiers were already using Tonbo weapon sights during joint exercises with NATO. Founders previously worked at US Department of Defense. They built world class products first and sold in India second. Indian commandos used Tonbo night vision during 2016 surgical strikes across border. Systems also went to soldiers at Pathankot attack and at Ladakh border. Most Indian defence companies sell at home first then try abroad, Tonbo did opposite and 65% of revenue comes from exports. Most advanced military optics and sensors in world are controlled by US rules called ITAR, which means you need US government permission to sell them abroad. Tonbo Imaging builds its own products that are free from these rules, so it can sell to any military anywhere. Company makes 93% of all thermal imaging gear that India exports. It sold 20,000 plus systems to 24 countries including NATO allies. Qualcomm Ventures invested in it. Tonbo owns all its technology and does not depend on any foreign company for parts or designs. This is best part below >> Tonbo started by making weapon sights that help soldiers see in dark. Now it builds missile guidance systems, fire control computers, and missile seekers, far more complex and valuable products. Company has only 293 employees total and sends manufacturing to Kaynes Technology and Avalon. It keeps all design, testing, and technology rights with itself. As orders grow, company does not need to build expensive factories. Research done today turns into military contracts 3 to 5 years later and Tonbo has been investing for over 20 years. livemint.com/companies/star… DHRP -stockscans.in/document/v6z8w…

A 23-page research paper reveals the number 1 method Hedge Funds use to beat the market: Time Series Momentum This is how: 🧵

This is probably one of the most straightforward takes on asset price inflation I’ve come across in a while.

⚡️Data Centre Value Chain and its Companies ⚡️Did you know Data Centre Sector is expected to grow at ~40% CAGR over the next 5 years. A detailed thread🧵👇

We know the transformer field will be🔥#multibagger 🔥 and refer below my analysis of #transformerparts and listed players in india. If useful please like , Commen your list and share. Lot of mulibagger series insdie 🔥🔥🔥 1. Transformer Core (+Electrical Steel Core) SME- Vilas Trans Score, Jaybee Lamination, Amba Enterprises Ltd Small-Cap: Pitti Engineering Ltd, Tata Steel Long Products. Mid-Cap: Electrotherm India Ltd. Large-Cap: Jindal Steel & Power Ltd Description: Cores are made of CRGO (Cold Rolled Grain Oriented) steel for reducing losses. 2. Transformer Windings (Copper/Aluminium Conductors) Small-Cap: Precision Wires India Ltd, Salzer Electronics Ltd Mid-Cap: Ram Ratna Wires Ltd. Large-Cap: Hindalco Industries Ltd. Description: Winding wires conduct the electrical current within the transformer. 3. Insulation Materials (Paper, Pressboard, Oil, composites prevent short circuits etc.) Small-Cap: Shivalik Bimetal Controls Ltd, Tanfac Industries Ltd, Orient Paper & Industries Ltd. Mid-Cap: Seshasayee Paper & Boards Ltd. Large-Cap: Balmer Lawrie & Co Ltd. Description: Used to isolate components and prevent electrical failure. 4. Transformer Oil Small-Cap: Savita Oil Technologies Ltd. Mid-Cap: Apar Industries Ltd, Gandhar Oil Refinery India Ltd. Large-Cap: Indian Oil Corporation Ltd. Description: Insulating oil ensures thermal management and insulation. 5. Transformer Bushings Small-Cap: Jayshree Insulators (part of CUMI) Mid-Cap: Hindustan Composites Ltd. Large-Cap: BHEL (Bharat Heavy Electricals Ltd.), GE T&D India, Siemens Ltd. Description: Provide electrical insulation for connections between internal windings and external circuits. Seals prevent oil leakage and improve mechanical stability. 6. Tap Changers (OLTC/Off-Load) Small-Cap: Marsons Ltd, Techno Electric & Engineering Company Ltd, CTR Manufacturing Industries Ltd. Mid-Cap: Voltamp Transformers Ltd. Large-Cap: ABB India Ltd. Description: Tap changers regulate voltage levels during operations. 7. Cooling Tubes & Radiators SME- Shivam Autotech Ltd, Small-Cap: Indo Tech Transformers Ltd, Tirupati Structures Ltd. Mid-Cap: Shilchar Technologies Ltd. Large-Cap: CG Power and Industrial Solutions Ltd. Description: Cooling tubes, fans, and radiators dissipate heat from transformers. 8. Protective Components (Relays, MCBs, etc.) Control and Monitoring Systems Small-Cap: Precision Electronics Ltd, Salzer Electronics Ltd, HPL Electric & Power Ltd, Servotech Power Systems Ltd Mid-Cap: Schneider Electric Infrastructure Ltd. Large-Cap: Siemens India Ltd. Description: Relays are electrically operated switches used for protection and control in power systems. They detect abnormal conditions such as overcurrent, overvoltage, or short circuits and send signals to isolate faulty sections to prevent equipment damage. MCBs are automatic electrical switches designed to protect electrical circuits from overloads or short circuits. They are widely used in low-voltage systems 9. Tank and Enclosures Small-Cap: Kalyani Forge Ltd ,Techno Electric & Engineering Company Ltd, Rane Engine Valve Ltd Mid-Cap: KEC International Ltd, Modern Insulators Ltd. . Large-Cap: BHEL, Voltamp, CG Power and Industrial Solutions Ltd Larsen & Toubro Ltd. (L&T) Description: Transformer tanks and enclosures serve as the primary housing for the internal components of a transformer, including windings, core, and insulation oil 10. Miscellaneous Components (Gaskets, Fasteners, etc.) Small-Cap: Hindustan Hardy Ltd. Mid-Cap: Timken India Ltd. Large-Cap: Bharat Forge Ltd. Description:Gaskets are used primarily for sealing the transformer tank and other enclosures, ensuring that the oil remains sealed inside the transformer. Fasteners, including bolts, screws, and nuts, are used for securely assembling and fastening various parts of the transformer, including the core, tank, and other components @Aditya_joshi12 @bullish_india @amitabhvatsya @BeBlack_coffee @rohits_bn @Chart_Wallah108 @Curious_Shubh @sunilgurjar01 @Jagadeesh0203 @Vismaya9999 @ValueEducator @Goldforestinves @manojgupta1979 @profits_trade @caniravkaria @MarketScientist

Deutsche Bank's George Saravelo ranked the countries that are likely to be hardest hit by potential US tariffs, based on their economic reliance on US trade and potential scope of new levies. The top three hardest hit: Mexico, Vietnam and Canada.

🌞Sector: Solar Power 🌞 Quad 2024 Summit: US commits significant funding for Solar Manufacturing Projects in India. 🌞22 Companies from the Solar Sector that are set to benefit directly or indirectly from this initiative [A thread....]🧵👇

🇪🇺🚘 - European carmakers are facing huge trouble • Nearly a third of major car plants from Europe’s five largest automakers were underutilized last year • Stakes are high for EU economies: automotive sector accounts for ~7% of EU GDP and more than 13m jobs

⛽️Green Hydrogen Ecosystem ⛽️28 companies shaping the green hydrogen revolution [A thread...]🧵👇

1/2 The new "China’s Reform Imperative" site, published by Carnegie China, has released my newest piece. In it I argue that China's seeming inability to boost the consumption share of GDP is not so much "bizarre", as some have called it, but rather... carnegieendowment.org/posts/2024/07/…

The products derived from a barrel of crude oil:

Where the World’s Aluminum is Smelted, by Country 🥫 elements.visualcapitalist.com/visualizing-gl…

Stanley Druckemiller thinks copper is a pretty simple story. I obviously agree with him. Here's the full quote: "Copper is a pretty simple story. Takes about 12 years, greenfield to produce copper, and you got EVs, the grid, data centers, and believe it or not munitions. These missiles all got enough copper in them and the world’s getting hot that we just think the supply-demand situation is incredible for the next five or six years." Ivanhoe Mines CEO @robert_ivanhoe said something very similar in a recent interview (emphasis mine): "We have two competing tribes. One tribe says 'I want to save the world, I'm green, I need cobalt, nickel, platinum, or palladium'. The other tribe says 'Holy shit, the Army/Navy wants these metals for national defense.' The intensity of metal demand in conflict is beyond your wildest imagination. In WWI you needed a telescope to see the price of copper." "So we're heading to a world where both tribes have a strong demand for more metals. We're balkanizing the world into two camps, and it's tearing the global supply chains apart." When two industry GOATs start saying the same thing, it's time to listen. #copper

Here Is The Scariest Chart In Today's Treasury Refunding Announcement zerohedge.com/markets/here-s…

In the midst of this stock market "melt-up," gold and silver are likely to move much higher. Interview with David Hunter @DaveHcontrarian YouTube: youtube.com/watch?v=L5grtd… Rumble: rumble.com/v42kagk-the-sh… Soundcloud: soundcloud.com/libertyandfina…

You won’t believe how you could have forgot what crazy things happened this year—also irreverence. Year in Review 2023

Chris Martenson @chrismartenson

3 years ago

🚨🚨At 12:00 ET today (12/22/23) the most important content of the year will be exclusively posted at Peak Prosperity. @DavidBCollum You'll laugh, you'll cry, you'll renew your passport! FAIR WARNING: Dave pulls no punches and spares no words! 🚨🚨

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The excess cash era is ending, with trillions of reserves once trapped in the Fed's RRP being deployed into financial assets and the banking system. As the RRP hits zero, the status quo in repo markets will transform. The return to an "excess collateral" era awaits us... 1/

The selloff in LT bonds isn't just USTs, which takes out the supply factor. And USTs aren't pushing other rates up, either, given swap costs these days. The LT selloff is globally synchronized just the way it has been every year. buff.ly/3ZLmQ1Q

Visualizing the World’s Largest Lithium Producers elements.visualcapitalist.com/visualizing-th…

Very interesting, and not wholly accidental, selection from letters of Dostoyevsky, Turgenev, Herzen, Nekrasov, Saltikov-Shchedrin, Bakunin during the "dark seven years" in Russia following the European Revolutions of 1848. kommersant.ru/doc/5875451?fr…