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Neeraj Marathe Profile
Neeraj Marathe

@NeerajMarathe

39,658
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Following
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Investor, teacher, biker. I post 1 good article on investing and related topics every day; been doing this since 30th March 2015. Hope to continue for long..

Pune, Maharashtra, India
Joined October 2014
Don't wanna be here? Send us removal request.
@NeerajMarathe
Neeraj Marathe
4 years
A phone call today: Caller: sir kya aap stock market mein paisa lagaate ho? Me: ji nahi, mai sirf equity mein invest karta hu. Caller: equity? Sir stock market mein lagaiye na, hum badhiya advice dete hai. 🤷🏻‍♂️😂
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@NeerajMarathe
Neeraj Marathe
2 years
This is dangerous 'journalism'. What is the point of this article, other than being click-bait and making investors want to go for the next multibagger penny stock? The article itself is full of contradictions and carries ZERO research about the company.
@livemint
Mint
2 years
#StockMarket | Multibagger stock: If an investor had invested ₹1 lakh in this penny stock one week ago its ₹1 lakh would have turned to ₹1.21 lakh today Read:
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@NeerajMarathe
Neeraj Marathe
3 years
If someone says that the index WILL hit 25000, and you want to irritate that person, just ask 'sensex or nifty?' 😂😂
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@NeerajMarathe
Neeraj Marathe
8 years
Weekend's good read: MUST save if u want to read about India's best investors at one place. Plz retweet & share 1/2
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@NeerajMarathe
Neeraj Marathe
7 years
1990s - those having access to info won. 2000s - those who could analyse info won. These days - those who can ignore info (noise) will win?!
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@NeerajMarathe
Neeraj Marathe
6 years
When over-valuation persists, a seemingly irrelevant trigger is all it takes to bring valuations back to earth. The trigger is merely an excuse. After that, analysing whether the trigger was relevant is quite irrelevant.
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@NeerajMarathe
Neeraj Marathe
3 years
Some sources to enhance research and productivity: @screener_in is my go-to site. Its becoming better every day @Tijori1 for great presentation and industry data @theTIKR for foreign companies as well as data on Indian ones @NeedlAi for increased productivity. AMAZING features
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@NeerajMarathe
Neeraj Marathe
4 years
For those who do not know, I post 1 good article to read on investing & related topics everyday under #todaysgoodread . Happy to share that #todaysgoodread turned 5! Can't believe that I have been doing this (almost) everyday for 5 years! Lots to read. Hope it's been fun! 😊
@NeerajMarathe
Neeraj Marathe
9 years
Hi, henceforth, I will be posting one interesting article to read, everyday.. hope you find it useful and value-adding..
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@NeerajMarathe
Neeraj Marathe
3 years
Value investing Technical analysis Fundamental analysis Momentum investing Screen sense Intraday trading Arbitrage Gut feeling! . . So, what works? This has always been THE question! Answer: wrong question! What works for YOU is the right question! Just be true to yourself!
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@NeerajMarathe
Neeraj Marathe
4 years
now has PE charts. Superb addition @ayushmitt @faltoo
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@NeerajMarathe
Neeraj Marathe
4 years
What new thing have you learnt today? Mine is.. . . If you deduct a larger negative from a smaller negative, the result is positive. 🧘‍♂️💡
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@NeerajMarathe
Neeraj Marathe
6 years
From tomorrow, I will be posting a series of articles on concepts from other disciplines of study, like sciences, history etc which can be applied to investing. Hope you find then useful.
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@NeerajMarathe
Neeraj Marathe
2 years
#todaysgoodread V imp topic in current scenario, since no one seems to have lost money in the last 15-18 months and everyone looks like a genius! Some stuff from my side..sorry this is gonna be a longish thread, but necessary in current times.. 1/n
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@NeerajMarathe
Neeraj Marathe
5 years
So I completed my Paytm KYC today and a savings account in Paytm Payments Bank automatically got opened. Whether I want it or not. Soon we'll see articles showcasing how many people have "opened" savings accounts with Paytm and a rise in Paytm's 'valuation' is assured. Cool!!
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@NeerajMarathe
Neeraj Marathe
5 years
#todaysgoodread turned 4 recently! 🥳 That's more than 1450 articles on a variety of topics related to investing. Staggering amount of stuff to read out there! Doing this has been really helpful for me. Hope you have found it useful too.
@NeerajMarathe
Neeraj Marathe
9 years
Hi, henceforth, I will be posting one interesting article to read, everyday.. hope you find it useful and value-adding..
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@NeerajMarathe
Neeraj Marathe
6 years
Heard that some fruit company has been valued at $1 trillion or something. World's going nuts I tell ya.
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@NeerajMarathe
Neeraj Marathe
5 years
If you want to improve the way you read, understand and digest books, I highly recommend that you read the chapter "Literature" from the book below. One of my all-time favorite books.
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@NeerajMarathe
Neeraj Marathe
7 years
An absolutely brilliant talk. Worth spending the time to listen to all of it.
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@NeerajMarathe
Neeraj Marathe
6 years
Come to think of it, the Big 4 charge very high audit fees. Hence, them resigning is actually EPS accretive. Raise the FY20 EPS estimates I say. 🤘
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@NeerajMarathe
Neeraj Marathe
6 years
In a down-market, we tend to look at what has fallen most, which stocks have hit yearly low etc, in order to find stuff to buy. What we don't realise is that more often than not, the best ideas to buy are already in our portfolio. Be selective, buy more! Don't be distracted.
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@NeerajMarathe
Neeraj Marathe
5 years
Is this us? 2014-Dec 2017: portfolio company eps went up from 10 to 12, but stock price went up from 100 to 500. "Totally my skill"💪 Jan 2018 onwards, eps up from 12 to 13, but stock price down from 500 to 300. "I can't understand what's happening, I blame the mkt" 💔
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@NeerajMarathe
Neeraj Marathe
4 years
Sir this amazing data. And it's high time then, that you stop calling fund/money managers for interview on your channel and start calling bank branch managers. @_nirajshah
@darshanvmehta1
Darshan Mehta
4 years
Ok all those who said not fair comparing post market crash....this is November 2019 data....FD returns beat almost all on 3 and 5 year performance.....FD dont charge hefty fees and give u exit whenever. ....
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@NeerajMarathe
Neeraj Marathe
5 years
Longevity is the hallmark of an exceptional investor. And managing public money of this magnitude , being scrutinized all the time, even more so. A monumental achievement. Hats off.
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@NeerajMarathe
Neeraj Marathe
2 years
Preparing an Annual Report in landscape mode (2 pages in 1 page of the pdf) should be a crime imho. 😠
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@NeerajMarathe
Neeraj Marathe
7 years
Celebrating 2 years of 'today's good read'. Its been fun!
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@NeerajMarathe
Neeraj Marathe
2 years
Happy to share that is one year old! 🥳 And it's been an interesting start! I started the website with the usual reservations and doubts. 'Without buy/sell recommendation, who will want to subscribe' etc. 1/9..
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@NeerajMarathe
Neeraj Marathe
5 years
#todaysgoodread A really interesting read
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@NeerajMarathe
Neeraj Marathe
6 years
#todaysgoodread A really interesting and fascinating article, full of 'aha' moments. May not be relevant / interesting to all though.
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@NeerajMarathe
Neeraj Marathe
6 years
Please spend 3 mins watching this video. Thank you @drhareshshah for this. 🇮🇳
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@NeerajMarathe
Neeraj Marathe
7 years
Finished this excellent book. (Reco by a senior investor, not my find). Found it extremely value adding. Do check it out.
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@NeerajMarathe
Neeraj Marathe
6 years
I like our work. We (most of us have never run a business) predict numbers and if the company declares results below our predictions, we get to say 'the company underperformed'. Not us, the company. 🤘 Hope the meteorological dept doesn't take a cue from us. 😋
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@NeerajMarathe
Neeraj Marathe
5 years
Wow! Take a bow @2Point2Capital and @amitmantri Anyone who says it is impossible to uncover frauds/red flags in numbers should please check what they had written in the past about this. Great case-study in itself.
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@NeerajMarathe
Neeraj Marathe
3 years
Akira turns 1 year old today 🐕 🥳
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@NeerajMarathe
Neeraj Marathe
7 years
You buy, but then the stock falls. So you average. Then the stock starts rising. You are sooo happy. But then.... 😂😂😂
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@NeerajMarathe
Neeraj Marathe
3 years
Prices of stocks I own refusing to go up. 😂
@aditya_kondawar
Aditya Kondawar
3 years
What inspired you to be a long-term investor?
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@NeerajMarathe
Neeraj Marathe
5 years
For those interested.. The brochure of Prof Bakshi's course will also be available soon.
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@NeerajMarathe
Neeraj Marathe
5 years
#todaysgoodread Absolutely amazing article.
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@NeerajMarathe
Neeraj Marathe
6 years
#todaysgoodread Will be running a small series on interviews of Indian investors from today. Hope it adds value.
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@NeerajMarathe
Neeraj Marathe
7 years
U can borrow an idea, but not conviction. Working hard on a borrowed idea from scratch as though it's ur own is therefore an absolute must.
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@NeerajMarathe
Neeraj Marathe
5 years
Never thought this day will come. Got senti and cried.. NSE is making it's site user-friendly.
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@NeerajMarathe
Neeraj Marathe
2 years
When you publicly commit something, you are automatically under pressure to do it. And it usually ends up improving and helping you only the most. #todaysgoodread is 7 years old! 🥳
@NeerajMarathe
Neeraj Marathe
9 years
Hi, henceforth, I will be posting one interesting article to read, everyday.. hope you find it useful and value-adding..
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@NeerajMarathe
Neeraj Marathe
7 years
PE rerating=larger component of luck. EPS growth=larger component of your skill. We need both luck & skill to earn good returns.
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@NeerajMarathe
Neeraj Marathe
7 years
Today's good read: Must bookmark..contains links to some excellent Indian investing blogs (and my blog 😁)
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@NeerajMarathe
Neeraj Marathe
5 years
#todaysgoodread A cool Sherlock quote on this: Intuitions are not to be ignored John. They represent data processed too fast for the conscious mind to comprehend.
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@NeerajMarathe
Neeraj Marathe
5 years
So on a whatsapp group, there was a huge discussion on car demand, Uber, Ola, disruption, millennials and stocks. Eventually everyone agreed that we actually don't know enough things to form a firm opinion on this. Then there was a big discussion on how we don't know things 😶🥺
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@NeerajMarathe
Neeraj Marathe
5 years
#todaysgoodread One of the most amazing talks I have had the pleasure of listening to. Thanks @jatin_khemani for compiling the notes
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@NeerajMarathe
Neeraj Marathe
2 years
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@NeerajMarathe
Neeraj Marathe
6 years
All of us should encourage him. He's doing a lot of things which are very useful for investors. 👍
@SaketLohia5
Saket lohia
6 years
Problem: There are 1200-1500 Corporate Announcements on BSE Everyday. The important ones are only 50-60. Missing the important ones?? Starting a New Initiative: Live update of important Announcement: If useful, Please Retweet Attached is the Screenshot:
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@NeerajMarathe
Neeraj Marathe
5 years
452 kms range, 80% charge in under an hour, 1.6 lakh kms warranty on the battery. Cost is high, as with all new technologies, which comes down pretty fast. Disruption is real and we need to take cognizance of the same.
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@NeerajMarathe
Neeraj Marathe
1 year
This thread is just for collating the latest 'financial-world-ending-news', on which a lot of discussions happened on Twitter/WA. I am doing it just for myself, I might miss some, and I am ok with it. I am doing it as something i can look back upon.. I'll keep on updating it.
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@NeerajMarathe
Neeraj Marathe
6 years
TCS: we are a $100 billion m.cap company. Reliance: hey, me too! HDFC Bank: bro, we are also getting there. Facebook: khamosh!
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@NeerajMarathe
Neeraj Marathe
6 years
#todaysgoodread A nice interview of EA Sundaram, probably the most understated and reclusive money manager in India. Downloadable pdf.
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@NeerajMarathe
Neeraj Marathe
7 years
👎 on real estate, but 👍 on housing fin companies. 👎 on IT, but 👍 on staffing companies. Valuations in mkts today show interesting stuff. :)
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@NeerajMarathe
Neeraj Marathe
4 years
We were talking about what all can change post this lockdown. Habits, businesses, etc. A friend gave a really interesting, thought-provoking answer.. Lots of things in the short term, few in the medium term and nothing in the long term!
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@NeerajMarathe
Neeraj Marathe
6 years
#todaysgoodread An excellent article. It might seem too technical, but must be read and digested properly
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@NeerajMarathe
Neeraj Marathe
6 years
Will delete the wrong ones and quote the right one in April 2019. Bragging rights secured 🤘
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@NeerajMarathe
Neeraj Marathe
4 years
Things change really really fast these days!
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@NeerajMarathe
Neeraj Marathe
7 years
Let's all wish a very happy Teachers' Day! 😄🖖
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@NeerajMarathe
Neeraj Marathe
4 years
The objective here is to convey my thoughts on what should an equity investor do now. I intend to be concise and very much to the point. Also, I get to wear a formal shirt after a really long time, so it's a total win-win. 😁
@CFASocietyIndia
CFA Society India
4 years
CFA Society India invites you to the webinar “Practitioners’ Insights: Field Guide to Investing” feat. @NeerajMarathe , who will walk us through the many ways to build a strong portfolio during these uncertain times. Mod: Jitendra Chawla, CFA Register today!
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@NeerajMarathe
Neeraj Marathe
7 years
Such a powerful thought.
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@NeerajMarathe
Neeraj Marathe
6 years
At about 2.35 pm today, news came in that the Court has decided that the Singh Brothers will have to pay Daiichi Sankyo Rs.3500 cr. Immediately after that, Dai-ichi Karkaria Ltd (absolutely no relation) has shot up 4.5%! Yay to the bull market? :)
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@NeerajMarathe
Neeraj Marathe
7 years
#todaysgoodread Excellent, candid interview.
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@NeerajMarathe
Neeraj Marathe
3 years
Few (select) companies with m.cap above pre-covid levels.. Interglobe Aviation Mahindra Holidays Thomas Cook Delta Corp Speciality Restaurants Indian Hotels ITDC PVR Shoppers Stop, AB Fashion (almost) Market is factoring-in a lot of things in this space, look before you leap!
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@NeerajMarathe
Neeraj Marathe
4 years
Nothing like a nice fast ride to clear the mind. 😁🤟
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@NeerajMarathe
Neeraj Marathe
7 years
Company yacht✔️ Company jets, F1 track n all✔️ Buying luxury real estate @ throwaway price from listed co - in process. The complete man.
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@NeerajMarathe
Neeraj Marathe
2 years
I understand this might be meant to inspire & motivate. But writing about intraday trading and option writing (which is ok) by taking a personal loan (which is dangerous) is not responsible journalism. Such get-rick-quick techniques can be disastrous.
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@NeerajMarathe
Neeraj Marathe
6 years
Rare kind of disclosure.
@dspmf
DSP Mutual Fund
6 years
As the re-opening euphoria goes on, note that DSP Small Cap Fund fell by 67% temporarily, over one 1-yr period. So only if you can stay invested for the long term (7yrs+) & live through short-term fluctuations, invest now:
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@NeerajMarathe
Neeraj Marathe
7 years
Conclusion from WhatsApp group discussions: Gst will be +ve for economy if one is fully invested & -ve for the economy if one is on cash. :)
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@NeerajMarathe
Neeraj Marathe
4 years
#todaysgoodread The market is kind enough to allow me to recycle my old article. Absolutely nothing changes, same cycles keep on repeating again and again. If you don't read the date, you will feel like this is a article about the current situation!
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@NeerajMarathe
Neeraj Marathe
6 years
#todaysgoodread One superb investor talking about his learning from another superb investor with a third superb investor! This is the 18th tweet in the series of Indian investors' interviews. Few more good ones coming up.
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@NeerajMarathe
Neeraj Marathe
4 years
#todaysgoodread A 1989 interview of Dhirubhai. Only for those curious enough to read such kind of stuff. Anyone with controversial comments or allegations about Reliance, plz excuse.
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@NeerajMarathe
Neeraj Marathe
5 years
#todaysgoodread Very sensible article. Do read. I won't be able to post for the next 10 days. See you on Sept 1st.
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@NeerajMarathe
Neeraj Marathe
6 years
#todaysgoodread Excellent interview @SamitVartak 🙏
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@NeerajMarathe
Neeraj Marathe
6 years
#todaysgoodread Excellent article, very useful practically
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@NeerajMarathe
Neeraj Marathe
7 years
#todaysgoodread Howard Marks' writes a cautionary memo. 3rd so far. 1st was in Jan 2000, 2nd was in Feb 2007. Hmmm
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@NeerajMarathe
Neeraj Marathe
7 years
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@NeerajMarathe
Neeraj Marathe
5 years
#todaysgoodread Not directly related to investing, but important nonetheless.
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@NeerajMarathe
Neeraj Marathe
7 years
Me, trying to pick stocks these days..😀
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@NeerajMarathe
Neeraj Marathe
6 years
What a book! Can't believe that it's not fiction. Must-read.
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