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  Safir   

@safiranand

Brands, stocks, books, music, strategist, lawyer, optimist,fashion, traveller

Followers: 42,002

  •   Safir   

    @safiranand

    Guess what? MFs have been busing yes bank, Indus ind. And some of you trollers you invest in mf and were talking of quality

    13/11/2019 10:18:00 AM     Share:    


      Safir   

    @safiranand

    Reading: Bloomberg- how yes bank moved from worst performing banking stock to world's biggest surge in banking.

    12/11/2019 09:58:39 AM     Share:    


      Safir   

    @safiranand

    Reading: Bloomberg- as nbfc crises resists, some leaders strike gold. Says manappuram and muthoot in sweet spot- more than half loans get repaid in 6 months, rise in gold prices keeps asset quality check. Says cos finding it easy to raise though bonds

    12/11/2019 09:57:21 AM     Share:    


      Safir   

    @safiranand

    Excellent analogy was presented by Prashant Jain of hdfc funds on the squeeze of gap between several blue and white collar jobs as a reason for a consumption swing

    11/11/2019 07:41:32 PM     Share:    


      Safir   

    @safiranand

    Last tweet before my break- good nos from all 3- exide, Amara raja and high energy batteries. Sector track on. Now getting into serious work. Busy busy day. See you later.

    11/11/2019 11:08:35 AM     Share:    


      Safir   

    @safiranand

    Reading on the way to work- DLF says April- sept bookings up 16 pct to 1425 cars vs 1225 in same period last year

    11/11/2019 10:21:57 AM     Share:    


      Safir   

    @safiranand

    Reading- Kotak downgrades nestle to sell. Akzo nobel comes out with dissapoinying results. Amara Raja shines with its numbers

    11/11/2019 10:02:43 AM     Share:    


      Safir   

    @safiranand

    S Naren of Icici explains why infosys melt down last few days was a special circumstance to buy. Says charts should only be seen to know how many people are thinking like you or against you. Beyond that charts are not relevant per his style of investing #vip3

    08/11/2019 02:26:06 PM     Share:    


      Safir   

    @safiranand

    Raymond an old fav announces demerger of real estate vs consumer. Mkt appreciates value unlocking

    08/11/2019 11:04:24 AM     Share:    


      Safir   

    @safiranand

    Prashant Jain hdfc fund cites his fund's exit from IT some years back as an example. Says first few months saw pain to let go of over crowded trades and in that pain was the biggest gain by the fund.

    08/11/2019 10:07:53 AM     Share:    


      Safir   

    @safiranand

    Prashant Jain hdfc fund cites marshmallow test to say those who resist current momentum and move to patience in beaten down scrips will make more meaningful returns. #vip3

    08/11/2019 10:04:47 AM     Share:    


      Safir   

    @safiranand

    Prashant Jain of hdfc funds at Value Investing pioneers summit says tax cut was a big game changer for india and next round of growth will come from shift of manufacturing to india due to fav tax rates

    08/11/2019 10:02:35 AM     Share:    


      Safir   

    @safiranand

    Prashant Jain of hdfc mKes a case against owning consumer staples. Says mkt has deep value beyond consumption stocks which are now in unheard valuation territory.

    08/11/2019 10:01:26 AM     Share:    


      Safir   

    @safiranand

    Good nos from DLF. good disclosure on annuity. Looking towards zero debt.

    08/11/2019 09:19:34 AM     Share:    


      Safir   

    @safiranand

    Good set of nos from IGL.

    08/11/2019 09:02:07 AM     Share:    


      Safir   

    @safiranand

    An investor should now rbi requirement of cash and act sensibly and not on rumours. Same logic didn't apply to piramal?

    07/11/2019 11:01:27 PM     Share:    


      Safir   

    @safiranand

    Sincere thanks to many of you who pitched it to share their top mid cap ideas. Shows many have their thinking hats on towards investing. Wish you lots of success with the ideas and returns. 🙏

    07/11/2019 07:53:12 PM     Share:    


      Safir   

    @safiranand

    A co that I missed after research was varun beverages. I shall treat my miss as a learning experience of a case of too much deliberation amidst what seemed an excellent opportunity. 🙏🙏

    07/11/2019 11:35:54 AM     Share:    


      Safir   

    @safiranand

    Happy to see the move in stocks like Bajaj auto, india bulls, yes, infosys, max financial, rbl bank, Raymond, avanti, edelweiss, Venky, quess. These are just examples. There are many more. I may or may not own all but am happy that value scouting is rewarding finally

    07/11/2019 10:37:34 AM     Share:    


      Safir   

    @safiranand

    Happy to see the nos of exide. Just read isec report on it too. Insurance unlocking soon and yet to be discounted. See uptick in replacement battery, UPS, solar and infra. Lithium JV with Leclanche could be another boost

    07/11/2019 09:41:07 AM     Share:    


  Safir   

@safiranand

Brands, stocks, books, music, strategist, lawyer, optimist,fashion, traveller

Followers: 42,002

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