There are no simple answers in investing.
Here's a shot at discussing my perspective on managing stock market investing with
@ishankbansal18
at
@bystockbull
.
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.
@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.
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.
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.
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.
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.
@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.
@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.
@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!
@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!
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
@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.
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
@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.
@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!
@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.
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
@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.
@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.
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.
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.
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.
@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.
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,
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
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.
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
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?
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
@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!
@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.
@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. 😔
@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.
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
@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.
@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
@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.
@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.
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.
@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.
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 🧵
@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.
@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
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
@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
@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
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
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.
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
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.
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.
@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.
@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?
@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?
@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.