Joined April 2021
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- Followers 329
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Mar 25
Most people look for great companies.
Few look for great setups.
The real money is made when 3 things come together:
1. Cheap valuation
2. Visible future growth trigger
3. Contrarian positioning
Example: Real estate (2018–2020)
Dead sector
RERA consolidation
demand shift to organized players
Earnings came back.
Stocks followed
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Very few people know this:
In 2007, roughly 800 brokers of the BSE each received 10000 shares in a newly incorporated company called BSE limited.
Today that individual stake is worth 250 Crore, if retained.
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Valuation rerating is the engine.
Earning growth is oil.
It is the rerating that decides the multi beggar.
Earning growth is just the push.
People focus in reverse order.
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First comes IPO..,mostly OFS..
After some time a QIP..,,
Then another try for QIP...
QIP failed this time...
Then price tanks...
Same script.. company different
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Jun 15
Today's headline: Hcl tech bought 10% stake in Sarvam AI.
Imagine the impact on Indian IT sector and stock market if these headlines had appeared 2-3 years back.
Vision is a trillion dollar thing these days
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Jun 15
Elon musk: SpaceX can touch $1 trillion revenue by FY30.
Are we shifting to Mars in 5 years if this comes true?
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Anil Rana,CFA retweeted
Jun 15
Also Credit grew 17.4% in May
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Jun 15
One of best time to buy-
When price is down due to temporary problems...
Those who follow this, take every fall as opportunity...
Banking vs IT..
Which one is temporary?
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Jun 14
Modi government does not need to worry about opposition, it barely exists..
The main danger to it is AI impact on country.
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Jun 13
Humans don't have divine powers.
But some seem to- investment bankers
After all, who else can list a company at price to sales ratio of more than 100.
SpaceX
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Jun 13
The first question every investor should ask themselves is:
Why should i expect to earn decent return when majority of people struggle in the market?
What is my edge?
If you can not answer. You are also part of that majority.
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Jun 12
We may have many states and languages :
Still we have many things in common-
Common stock: HDFC bank
Common mutual fund: Parag Pareikh
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Jun 12
Times like Covid and Great financial crisis bring distress and disbelief all around. It often feels things will never improve.
But our job as investor is simple: buy good assets at discounts and nothing else.
Howard Marks
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Jun 11
Focusing on Mr. Market's mood is more productive then finding next big thing like SpaceX.
History has proved that many times
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Jun 11
If you want 100 beggar- focus on promoter
If you want 10 beggar - focus on cycle
If you want 100% - focus on macroeconomics
If you want 10%- focus on charts
If you want 1% - focus on price action
Choice is yours.
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Jun 10
Why Global funds are not interested in India:
We are not cheap enough for value funds
We are not growing enough for growth funds.
We were never cheap except some narrow time- window but were certainly growing faster in past.
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Jun 10
When everybody is on the board,
It is very tough for any ship to sail fast
HDFC bank is that ship these days.
Being contrarian is not a choice but necessity.
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Anil Rana,CFA retweeted
Jan 26
Silver is not a safe haven anymore.
What looks like protection may actually be a trap for new investors.
Current prices depend heavily on geopolitical fear.
One good news of global stability and silver could crash overnight.
Meanwhile, supply is rising as zinc & base-metal mines extract more silver.
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Anil Rana,CFA retweeted
Jan 27
Silver is sending a very clear signal.
When an underlying commodity starts moving 5–10% daily in either direction, speculation has reached extreme levels.
At this stage, fundamentals take a back seat — price is driven purely by positioning and sentiment.
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