Satish Jha

So much hullabaloo about #mishtann foods for insider trading and propping up share prices. It is always prudent to cross check sales growth with inventory plus receivables growth. There is a pattern to these things.

@Atulsingh_asan @Rakesh07490202 @screener_in Sahi baat hai. Paid video banao koi complain nahi karega. Free ka gyan milta hai to koi value nahi deta

@Rakesh07490202 @screener_in फालतू का काम है लोग बोल रहे थे की मार्केट नहीं चल रहा तो यूट्यूब शुरू कर दिया

Fantastic feature of screener 👌 Thank you @screener_in

@anuragsingh_as And who are they going to sell to this much worth of equity. Anyway fii holding in India in listed space is short of 1T. Kuchh bhi

This can’t happen without approvals from the top. Message is clear- Govt is forcing a soft exit of foreign capital. And trying to maximize tax gains as they leave. $ 1 Trillion of exits from #India are planned by VCs & Pvt Equity alone. Markets likely to underperform.

Ground report of defence theme from Cochin Shipyard #cochinshipyardlimited #CSL2026 #defencetheme #StockMarketIndia

@Iamsamirarora Maverick and a pillar of inspiration 🙏🙏

Very very sorry to see the news of Siddhartha Bhaiya - Uffffffffffffff. Oh God.

@Iamsamirarora But where did the money go. To EMs I guess. We are still in waiting for the handouts.

@Iamsamirarora @heliosMF Thanks for replying sir. Didn’t expect that you would. You are my top celebrity🙏🙏This is a paradigm shifting lesson disrupters can be favoured avoiding the industry in disruption

@SatishJha91 @heliosMF Negative on IT does not mean zero IT- we also own Indegene across all portfolios, I think. In. auto we don't like disruption, but we don't mind owning the ones helping in disruption.

2 more practices that need to be investigated: A) Selling of stocks before big blocks. Worldwide many firms and funds have had serious action taken against them for this ( including fund closures). B) Anchor allocations in hot IPOs and the quid pro quo between funds and investment bankers and their brokerage arms. This was a big issue in 1999/2000 when action was taken in allocations of hot tech IPOs in USA.

@CNBCTV18Live @Sapna_CNBC By this logic OMCs should face inventory losses of up to 20% in coming quarters

#china has little incentive now not to take matter with Taiwan in heavy handed way #tarrifs #TrumpTariffs

#vix second highest level in ten years. Lower only from covid days

@amangupta0303 is paying taxes on his profits from startup inventing. Doing startup in robotics and battery tech if it would be feasible they would do that too. Using unemployed youth for profiteering the question begs why they are unemployed.

@Dutta_Souravd Tax kaatna bhul gaya ya khud realise kar liya 50L k investment wala petrol pump daily 5-6kL fuel nahi bech sakta. 50 lakh me puncture shop and garage khul jaega petrol pump k bahar

Petrol pump economics. Investment: 50L Profit on 1 liter petrol: 3 rupees Profit on 1 liter diesel: 2.5 rupees Sale per day: 5.6 thousand liters Daily income: 20K Monthly income:- 6L Monthly Electricity + other expenses: 2L Full year income: 40L+ Crazy ROI.

@Akshat_World I remember @deepakshenoy a blue blooded fund manager in @_soniashenoy podcast told he would be happy to have 20 cr besides his home.Akshat owns real estate besides multiple MF schemes and index funds.His portfolio of 30cr with such low risk doesn’t add up.Stock pick are time pass

My portfolio is more than 30Cr. I own a Nexon. I don't own a car in Dubai. I take taxis. This is not a made up story. We exist. For better context: I don't like cars much, hence Nexon is fine for me. If I were passionate about cars, maybe I would have owned a better car.

@zaff1262 What 🤷‍♂️🤷‍♂️

@SatishJha91 x.com/zaff1262/statu…

It would be a big surprise if #indusind goes the way of #yesbank or #rblbank like junta is tweeting. Both of those bank was led by promoters but IndusInd has professional management independent of promoter. They have less incentive for wilful wrongdoing. Promoters are overhang.

#INDUSINDBK has lesson why market doesn’t value a promoter held bank on par with an institutionally held bank. Too much chances of ‘managing the issues’ in banking business is scary

@BMTheEquityDesk Sir #IndusIndBank ne to daav kar diya. Kya lagta hai ye industry wide practice hogi baki bhi own karenge ya is bank me hi Khot hai?

Margin call और Advance Tax में से कौनसा पैसा भरना चाहिए ?

IndusInd’s was a bad job. On surface it seems like it was not done wilfully but a bungled up job. But begets the question what auditors and regulators were doing. If same thing turns up in any of the blue blooded then it is not a big issue just the way banking Business is done.

Does any “Achcha hua share bazar me paisa nahi dala” realise that if they don’t invest in this correction then in subsequent correction all they have again is same line to repeat. Don’t be a blind bull but don’t be an obstinate bear as well #stockmarketcrash