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Karan Rajpal

@IronyMeter

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Followers
497
Following
1,167
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22,028
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Marketer | Investor in the Indian equity markets | No F&O | No Shorting | No paid services or advisory | Views personal, RTs are not endorsements.

New Delhi
Joined January 2008
Don't wanna be here? Send us removal request.
@IronyMeter
Karan Rajpal
4 years
This 20 Lakh Crore story is the same as your CTC vs in-hand.
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@IronyMeter
Karan Rajpal
3 years
This interview of @Bhuvan_Bam by @Su4ita is a film nerd's dream. They spend around 15 minutes talking through just one scene from the series, and it is more instruction than what many folks get in a full filmmaking course.
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@IronyMeter
Karan Rajpal
9 years
Breaking: Sunita & @ArvindKejriwal hug in full public view. Hindu Mahasabha threatens to get them married on V day. http://t.co/hltdyzkXRX
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@IronyMeter
Karan Rajpal
1 month
@paraschopra Listening daily from my wife and father about how I should be doing something.
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@IronyMeter
Karan Rajpal
1 year
@GabbbarSingh Did you read the whole quote in the Indian express interview? He's not saying what the cut off quote would make you believe.
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@IronyMeter
Karan Rajpal
3 years
@aaReese I'm pretty sure this is the most beautiful thing I'd see today. Thanks Alysaa!
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@IronyMeter
Karan Rajpal
5 years
At this time, the only guy who's making money is the guy who printed the flex behind her.
@livemint
Mint
5 years
Millennial mindset of using Ola, Uber is adversely affecting auto sector: FM @nsitharaman Read:
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@IronyMeter
Karan Rajpal
2 years
Siddharth Malhotra is a national treasure- he should be the pan India hero we need.
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@IronyMeter
Karan Rajpal
8 months
@amanoncinema @Aasmaaa_akk @iamsrk Sir usko thookna majburi hai. Aapko chaatne ki kya compulsion hai?
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@IronyMeter
Karan Rajpal
2 months
@focusfronting Kendall Roy was onto something like this when trying to takeover Waystar Royco in season 3.
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@IronyMeter
Karan Rajpal
2 months
@gauravsabnis @sanjayuvacha 2016 Boston. Step out to smoke. Man first bums a cigarette, asks where I'm from, and lighting up, straight up asks if casteism is still a problem in India? "Is racism still a problem here?", I ask deadpan. Walks away.
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@IronyMeter
Karan Rajpal
4 months
For those who like to ride the coat tails of great fund investors, here's the opening factsheet of Kenneth Andrade's Old Bridge Focused Equity Fund. I'm invested via NFO and SIP now.
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@IronyMeter
Karan Rajpal
10 months
Renowned short trader @arabicatrader has recommended these stocks for long trades over time. This sheet has dates I started tracking the stocks on, with their cmp and returns on an equal weighted PF. No recommendations, DYOR. I hold some of them.
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@IronyMeter
Karan Rajpal
2 months
@jitenkparmar If we did a little less chest beating, and expected a little more from civic authorities, everything will just be a little better.
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@IronyMeter
Karan Rajpal
2 years
The case for Agro Chem is simple: Global warming is real, and it's going to affect crop yields around the world. Wars, supply shocks and speculation are side shows. Food inflation, however means food prices, and COGS in the space is going to rise.
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@IronyMeter
Karan Rajpal
4 years
@GabbbarSingh At least he's talking about a thing he's knowledgeable about, and raising a fair point?
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@IronyMeter
Karan Rajpal
7 years
Thread: I've been thinking about writing this out for long. But always stopped thinking someone else will explain this better than I will. But, as the #GST , #blackmoney and #demonetisation debates continue ad infinitum, I must.
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@IronyMeter
Karan Rajpal
1 year
@thekaipullai The simplest explanation is almost always true. They were not in the education business. They were in the fundraising business.
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@IronyMeter
Karan Rajpal
11 months
@ActusDei Pls consider a story on how people moving abroad don't have a clear way to move their stocks from a resident demat account to an NRE/NRO account. The no of hoops is unbelievable. It's my estimation most sell good investments, incurring capital gains to overcome uncertainty.
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@IronyMeter
Karan Rajpal
2 years
@sidin @Vaishnavioffl we have been calling a four coloured flag a tiranga for 100 years. we start doing wrong things before getting to UI.
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@IronyMeter
Karan Rajpal
6 months
@aviralbhat 99% chance this is fake. I have never seen any company use its competitors' names in the JD. And in the amount, American commas are used. No Indian firm worth its salt would do that.
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@IronyMeter
Karan Rajpal
7 months
@elizlaraki @anishteli As an early power user of Google maps , I wrote to @TechCrunch in 2010 (!) asking them to cover this landmark based issue, so the Google team could get a move on it. Nothing came of the story idea, but glad that your team solved it so well!
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@IronyMeter
Karan Rajpal
2 months
My facebook account had 2FA and is still showing hacked since April 5th. How did it happen?
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@IronyMeter
Karan Rajpal
3 years
@geetanjalic First, he's keeping them slaving away in office for something that can be 99% done in wfh mode. Second, he's creating an uncomfortable experience by being shirtless (I seriously hope it was only to create this cringemax post) Third, he's shirtless in a workspace!
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@IronyMeter
Karan Rajpal
7 years
The kind of #BlackMirror scenarios we DO need in real life.
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@IronyMeter
Karan Rajpal
6 years
@karan_chandra Imagine the crowd you can gather!
@ANI
ANI
6 years
Huge crowd gathered at a juice shop to take a glimpse of a pair of Iguana lizards in Indore; owner of the shop Raju Sagar bought the lizards, a native of South America, in Rs 2 lakhs from Mumbai #MadhyaPradesh
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@IronyMeter
Karan Rajpal
7 months
@theliverdr @BeerBicepsGuy Doc, he will take the twitter impressions from your tweet, see the $$ flow into his account, and consider his job done. If you can, don't tweet quote or reply any blue checkmarks- they are likely interacting with you to get their two cents, literally.
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@IronyMeter
Karan Rajpal
1 year
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@IronyMeter
Karan Rajpal
3 months
Even the might of the Tata group can't get TCPL to build its own brands. Acquisitions in the past few apart from Ching's don't inspire any confidence. Why are we paying FMCG premiums for a D2C rollup riding on the coattails of Tata Tea distribution? Most of brands acquired have
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@IronyMeter
Karan Rajpal
9 months
Gupta jee Tent Service is doing bulk deals worth 7 crores. What are you doing with your life?
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@IronyMeter
Karan Rajpal
9 months
@DoctorLFC @ShashiTharoor @amitabhk87 If the tables turn, it's my belief the current opposition will do much better than the current dispensation, on working with then current bureaucracy, rather than bring friendlies all across, at least on the central level.
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@IronyMeter
Karan Rajpal
2 years
@hiteshkgupta @deepakabbot For many people in his age group, many of these visits become social outings from what I've understood.
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@IronyMeter
Karan Rajpal
3 years
@divya_krthk The memo is short and sweet: Love deeply but without expectations Figure out ways to keep health insurance and SIPs funded Invest in your body and mind without limits Shun mediocrity Ignore hustle culture This is what I've learnt in 37 years!
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@IronyMeter
Karan Rajpal
21 days
@Tijori1 Please note many Indian 'manufacturers' in this list are actually buying from chinese firms setting up in Vietnam and selling to the US. Their good fortune may be wrought with unprecedented risks at current valuations.
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@IronyMeter
Karan Rajpal
8 months
Yahan India mein 80 times P/E mein defense ki forging karne waale bik rahe hain. Wahan US mein General Dynamics, perhaps the baap of all defense manufacturing, 14.8 P/E par dhakke kha raha hai. Remember those funny missiles in films that used to come back where they started
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@IronyMeter
Karan Rajpal
2 years
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@IronyMeter
Karan Rajpal
3 months
@GauravPandhi @suchetadalal Well documented analysis exists on this. From Nibhaya to now, something uniquely gory or newsworthy piques public interest which drives news cycle, which drives administrative action.
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@IronyMeter
Karan Rajpal
3 months
@anandmahindra @Jatin_Khemani Install FGD equipment in every smokestack run at the Mahindra facilities before virtue signaling to consumers. This playbook of individual responsibility being thrust upon by corporations has to stop, sir.
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@IronyMeter
Karan Rajpal
8 years
Home charger Car charger Office charger Power bank You're basically your mobile's mother, making sure it stays alive.
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@IronyMeter
Karan Rajpal
5 years
India survived 2008-09 because our banking system was decoupled from world finance. Now, our base which decoupled it, the reserves are gone. Bank books, as we're learning everyday, are Chetan Bhagat novels written in numbers. Be very, very fearful.
@sonaliranade
SonaliRanade
5 years
A sobering thought 4 those who stole @rbi reserves. If @rbi didn’t have reserves in its balance sheet independent of the Govt., its capacity to stem a run on banks would be severely limited. Just a reminder for when you steal next.
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@IronyMeter
Karan Rajpal
5 months
Study these stocks for 2030. Mukand Limited Paradeep Phosphates RBA UPL DMCC Specialty Max India Limited Dalmia Sugar EPL Uflex GICRE Sharing these at the peak of a 4 year bull market, so timing bias doesn't come into play. Not a recommendation to buy/sell. DYOR.
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@IronyMeter
Karan Rajpal
11 months
@vibinbaburajan A key side effect of privilege is a lack of self awareness. This is exhibit A. Given HoB is built on mining humans overcoming adversity, her making her story about lack of privilege when she had it, is so deliciously meta. Very few times my twitter handle goes to 10.
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@IronyMeter
Karan Rajpal
28 days
Akshat Shrivastav is a fraud and a charlatan. He was hocking NFTs a while ago, and crypto nonsense before that. Now he wants you to buy Airbnb properties while he world schools his children and runs a hedge fund. Please don't RT him, even if to criticise him. Take screenshots,
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@IronyMeter
Karan Rajpal
7 months
Real estate is economic cancer. Let's understand why. Yes, it provides shelter to many. The comfort of one's own home. And it supports the country's downtrodden who work in it as laborers. And helps so many industries: from brick kilns to paints, from land grabbing goons to
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@IronyMeter
Karan Rajpal
4 years
Thanks to @vijayshekhar and his team, for helping us launch an industry first association to help India's Cement dealers to be a part of the #DigitalIndia revolution.
@MyDalmiaCement
Dalmia Cement
4 years
Our dealers are our biggest source of strength. We are happy to announce an association with @Paytm , for our dealers to offer cashless payments to consumers! This partnership is a first in the cement industry. Learn more at: @PaytmBusiness
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@IronyMeter
Karan Rajpal
8 months
A country where 8 out of 10 traders lose money in derivatives is also the one with the highest derivatives vs cash volume. Our country is great, and our stock market is the best, but how much of that is speculation, and how much is performance?
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@IronyMeter
Karan Rajpal
8 months
Used to attend AGMs here in the mid 90s. And today, the India Habitat Center was full of young investors attending @soicfinance 's investor summit! @ishmohit1 is doing yeoman service to India's investor community. For those starting their investment journey, heartily recommend
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@IronyMeter
Karan Rajpal
5 years
@sonny_da_man @Suckstobeawhore @nowthisnews This is a story from India, from the northern, largely agrarian state of Haryana, which has seen a large influx of money due to government compensation of acquiring agricultural lands. It is widely considered the wild wild west of India from many parameters. Source: I live here!
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@IronyMeter
Karan Rajpal
9 months
Updated: @arabicatrader likes these stocks. I will only be able to add those that I see on my TL. If you know of others, please do DM.
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@IronyMeter
Karan Rajpal
2 years
@ShanksTheAuthor @ruchicatomar Individual action is a false flag. Urban heat islands are created by developers clearing green spaces to stimulate demand. Car hours are driven by lack of safe, comfortable, available public transport.
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@IronyMeter
Karan Rajpal
2 months
@blitzkreigm @faasos I really wish they revert to their original menu and quality. All that funding and size took their magic away. Used to be my first port of call when travelling to Bombay and Poona. 😔
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@IronyMeter
Karan Rajpal
9 months
@nishanth_who They didn't call it artificial intelligence to have us create artificial scenarios with real intelligence. Well played.
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@IronyMeter
Karan Rajpal
5 months
The net worth of this group may be a finite number. The wealth of its ideas is immeasurable. Fantastic meeting @saket1974 @IshankBansal18 @investor_vineet @agrawalmohit12 @lakshita_setia @AI_Feb21 @saketvaani @Vipinguptaca .
@lakshita_setia
Lakshita Setia
5 months
Fantastic catch up with brilliant minds! Met @agrawalmohit12 for the first time after so many online interactions. Grateful for the shared wisdom and camaraderie. @saket1974 @saketvaani @investor_vineet @Vipinguptaca @AI_Feb21 @IronyMeter @IshankBansal18
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@IronyMeter
Karan Rajpal
1 year
@kaavyya Zomato caught lightning in a bottle hiring Akshar Pathak and Shakti Shetty. Never has such a large brand been made by just a few individuals at such a mass scale, in my memory, at least.
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@IronyMeter
Karan Rajpal
9 months
Tariq has produced the most accomplished curation of content related to the Indian stock markets. He says it takes just 5 minutes to read, but I would ask you to think for much longer after reading. And for rabbit hole enthusiasts like me, the links at the end of the newsletter
@itsTarH
Tar ⚡
9 months
Read the Latest #TheWrap 🌯
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Karan Rajpal
4 years
@kunalb11 Also a very clear indication of underlying sociopathic, and may be psychopathic tendencies, imo.
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@IronyMeter
Karan Rajpal
8 years
An extraordinary story about drinking alcohol in Pakistan:
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@IronyMeter
Karan Rajpal
9 months
@nkalra0123 That flat should cost more just on the vibes alone. Imagine a coterie of influencers using it for their content. The slow mo flat tour alone would break the internet.
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Karan Rajpal
6 months
Great to meet fellow investors and our guest from Kolkata @vivbajaj face to face (get it!) last night. No stock tips but lots of great ideas! Thank you @investor_vineet , @savitaexports , @Vipinguptaca , @IshankBansal18 , @LuvKhanna12 , @indian_stockss , @SAURABHKHEMKA91 .
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@IronyMeter
Karan Rajpal
2 months
@theliverdr Doc, please. Their game plan is to ensure people seek alternative remedies in time of crisis, and believe they're getting better. Rather than seek evidence based medicine at affordable rates, and find the politicians haven't made any available. Every person at home downing sugar
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@IronyMeter
Karan Rajpal
3 years
@ShephaliBhatt I'm calling them out. But they need to be named and shamed.
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@IronyMeter
Karan Rajpal
11 months
@connectgurmeet This is the same GMV saga that was sold in e-commerce a few years ago Gurmeet. Total addressable market isn't so large that we're paying FMCG type multiples for a deeply cyclical product. Already, within SUVs, we're beginning to see discounts. Hybrids will have long bookings.
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@IronyMeter
Karan Rajpal
6 years
#BREAKING : India tests its first #autonomous vehicle in Mumbai. (via reddit)
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@IronyMeter
Karan Rajpal
5 months
@shivaji_1983 Someone did it.
@IronyMeter
Karan Rajpal
9 years
Buy @TataMotors stock worth an Indica's price this week. In 4 years, buy a Safari with that money. In 14 years, a Jaguar X type. #sensex
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Karan Rajpal
3 years
@NicDawes Nicholas, his ability to play both sides is well known. His own network is busy mollycoddling the powers that be while he issues holier than thou dictums. In a few months, you'll see how everything will become a 'we persevered'- he owns a large part of the Der Stürmer of India.
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@IronyMeter
Karan Rajpal
10 months
Laptops, tablets, optical fiber imports restricted. Rice, oil exports tariffed. A growing economy, a WTO signatory and a net importer of many goods, services. Any retaliatory action on any of our exports will be chilling. I'm all for self interest, but we're trigger happy.
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Karan Rajpal
1 year
@anonCorpChatInd Google tied up with multiple banks which increased their transaction failure rate, PhonePe only with Yes Bank, and co-built their UPI infra Paytm was dominant in wallets, and moved late to UPI.
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Karan Rajpal
10 months
The automotive industry's epic changeover from Internal combustion engine (ICE) vehicles to Electrical vehicles (EVs), and the resultant increase in the valuations leave a few questions that aren't being answered- a 🧵
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@IronyMeter
Karan Rajpal
3 years
@thetanmay @aditya_kondawar He actually is, Tanmay. As someone who follows you, Aditya and the markets for long, your 'method' is a recipe for retail folks to get massacred. Screeners that talk up ROE and ROCE for example, don't talk about even basic things like raw material inflation.
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@IronyMeter
Karan Rajpal
4 years
Atmaa (Spirit) nir (water) bhar (full glass) abhi (now) yaan (fly)
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@IronyMeter
Karan Rajpal
3 years
@banisinghvasir There's a firm called CDSL which does depository services for most shareholders in India. Worth billions, stock price through the roof. Their app, website and other stuff just makes me scream. Other contenders: Hdfc Bank Google Pay
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@IronyMeter
Karan Rajpal
2 years
Sab mar jayenge. Sirf discounted cash flow bachega.
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@IronyMeter
Karan Rajpal
2 years
The largest bubbles in the world currently are the US and China housing markets. And most likely eligible for black swan events.
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@IronyMeter
Karan Rajpal
9 years
Buy @TataMotors stock worth an Indica's price this week. In 4 years, buy a Safari with that money. In 14 years, a Jaguar X type. #sensex
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@IronyMeter
Karan Rajpal
2 years
@sahil_vi It's a quick google search away. Why do people bother you for it? (runs)
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@IronyMeter
Karan Rajpal
2 years
Agar isme nahi thamoge To ye kaise paoge?
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@IronyMeter
Karan Rajpal
1 year
"The clock does not measure time; it produces it." #LongReads
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@IronyMeter
Karan Rajpal
3 months
Hi @ASITMANOHAR . No one at Mint, including you or the edit team found it prudent to include in this egregious article that PSU banks owning equity in GTL Infra do so because GTL defaulted on loans, and that the loans were converted to equity? Please do at least base line
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@IronyMeter
Karan Rajpal
9 years
@GulPanag Nothing can prevent these things. Except harsher and quicker punishment. Org's, govt and police can't be everywhere all time.
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@IronyMeter
Karan Rajpal
3 years
@geetanjalic Fourth, by the behavior itself, and celebrating, defending and 'laundaenergifying' it, he's alienating any potential women employees. Because no woman would ideally like to see a colleague shirtless outside of an office pool party. And he won't hire them to spoil the laundaenergy
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Karan Rajpal
2 months
@GurugramDeals There's no reason to give your custom to such schools. Children are too young to form networks, and in a city of ever shifting migrants, not sure if any networks will be formed anyway. My kid is at 15k a month (previosly Amity, now Ambience), and facilities etc are at par with
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Karan Rajpal
3 months
Ghamasaan hoga kuch din. Par portfolio ki gullak todna mat.
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@IronyMeter
Karan Rajpal
5 months
In his outstanding book 'The Joys of Compounding', @Gautam__Baid quotes strategist Russell Napier: Analysts spend 90% time thinking about the demand side, even though supply in most industries can be forecasted accurately through a number of readily available hard metrics. The
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@IronyMeter
Karan Rajpal
2 years
@maroneybaloney you could get a chautha karwao today. It may work!
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@IronyMeter
Karan Rajpal
1 month
Sunday ka upyog kijiye. Apna asset allocation kaagaz par likhiye. Sochiye agar equity portfolio pehle 30-40% girta hai, aur fir 1.5-2 saal ke liye stagnant ho jata hai, aapki requirements poori karne mein koi pareshani to nahi hogi? Is baare mein kaagaz par likh kar sochiye.
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Karan Rajpal
3 months
One of India's largest bubbles may be in salaries. Consumption has now gone above loans and advances to means of production. This discussion is as macro as it gets, with no answer or solution per se. But think about this, for how long can 10% annual increments, 30% on
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@IronyMeter
Karan Rajpal
6 months
They changed the marshlands of a coastal city to pucca constructed region. Now, whether it is cyclones or more than normal rain, lakhs of people are stuck in perennial issues. They could have extended Chennai city in any direction, but chose the most ecologically sensitive zone.
@dhanyarajendran
Dhanya Rajendran
6 months
Chennai floods: Velachery residents forced to evacuate, say little has changed for them since 2015
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Karan Rajpal
4 months
Wonderful, unmissable story on India's palm oil industry.
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@IronyMeter
Karan Rajpal
1 year
आने वाले पंद्रह दिनों में अकाउंट में पैसे तैयार रखें. सेल लगेगी #stockmarket में.
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Karan Rajpal
2 months
My top defence bets: Mukand, Orient Ceratech, Jayaswal Neco. Why? Defence is an optionality for them. A sweetener. The core business may improve dramatically over next 36 months, and defence may kick in. I will not pay unjustified premiums for defence.
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Karan Rajpal
8 years
Marriage sagan envelopes will be stuffed with so many Rs. 1000 notes this winter. People wouldn't know if they should be happy or sad.
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Karan Rajpal
1 year
@Nithin0dha @varinder_bansal If you wanted to get this right, you'd have introduced better analytics. Forget Traders, investors don't have access to XIRR and CAGR calculations, years after they should have been made.
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Karan Rajpal
8 years
. @hcltech among top 20 brands nationwide in the @InterbrandIndia @ETBrandEquity #BIB2016 . High fives all around. 🏅🏅🏅
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Karan Rajpal
7 years
@thetanmay My three year old nephew does paint okay. Chalega? #grammarnazi
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Karan Rajpal
1 year
@blitzkreigm As a market participant, and someone who's closely seen the meltdown in new age IPOs, do you believe the valuation will come at levels conducive for retail investors to make money? Separately, is the outrage indicative of punters having been badly burnt in the recent past?
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Karan Rajpal
2 months
China ke, Phillipines ke renewable energy stocks fat rahe hai, bas humare solar players god's gift hain. Aur khareedo 120 PE par.
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@IronyMeter
Karan Rajpal
9 months
@wcathcart @FT Hi Will, You're categorically saying these newly launched (may be in beta) channels, as people browse them, will not be stuffed with ads in due course if the feature sees traction?
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Karan Rajpal
17 days
@nowme_datta Followed closely by Tabu's makeup team, imo. In Crew, her make up looked like it was from the 90s. The make up products, their application, I mean.
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Karan Rajpal
8 months
For Indian promoters, talk is cheap. Great article by @kaul_vivek .
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@IronyMeter
Karan Rajpal
2 months
Is Zuari Agro the next EID Parry? Let's examine the evidence. CMP: ₹203 MCap: ₹854 Crores
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