Don't follow my views, atleast start doubting others' Full time in Equities! FunnyMental; No Recos. I don’t sell anything on twitter. Beware!
sbi cards - next Bajaj finance it wasn’t 😂
5 y ago , blue dart was a moat.
2014 - buy any pharma co : keep investing simple 2017 - buy any small cap : keep investing simple 2018 - buy any nbfc : keep investing simple 2020 - buy any coffee can : keep investing simple
last year i had tweeted that just boasting one good stock pick is not a sound strategy for a fund manager. as on today, one v popular PMS, has lost entire alpha for last 7 yrs. either they sold bajaj finance at low price or they made many mistakes in rest of the portfolio
beginners who are getting sucked into momentum investing late into the cycle be aware of pitfalls of Momentum investing. Momentum collapses 50-60% v nifty falls of 20-30%. use risk management . #there is no FREE lunch!
UPL has always delivered growth on steroids.
nifty is behaving like my portfolio
infy tiny growth is celebrated in India like US celebrates Amazon. and people say, India is growth market 😋
nifty vs my portfolio for last few weeks.
top stock to not invest in /exit from Adani green, ruchi soya, alok industries appear abnormal, retail investors like us must avoid for trading or investing
nifty hai sada ke liye 😛
vedanta is still 100x from 2002 lows. coffee can stock?
vedanta delisting failed. this special situation was tough. didn’t go for this one due to bad governance of this promoter. i have seen success ratio of special situations is lower in bad governance co.
if a value investor has bought ITC 5% of capital, its down 40% he has lost 2% capital it’s funny to see traders mocking ITC investor when in reality they too lose 2% capital in less than two days on 2-3 back to back breakout failures! disc: neither a trader, nor itc investor
i have been wrong in several times in bajaj finance , so..
“investor must sell vedanta at loss, take cash and look for other investment opportunities”, thank god he didn’t mention API, IT theme or name of stocks
fund managers have bid rs 160 in vedanta delisting . are managing money for us or promoter ?
market is factoring what if PSU triple and hdfc funds AUM doubles 😛
this writer has either shorted ril or long airtel 😝