@Akshat_World Bhai how did you come up with exact number and percentage for Indian companies but a range for US?
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Nevermind
99 posts
Roughly 32/500 (6.5%) listed firms in India grew at 15%+ CAGR in USD terms.
Picking these 6.5% firms is hard. Incredibly hard.
For S&P 500, this number is 9-12%
For QQQ, this number is 18-20%
Want to retire? You know the best Index to put your money.
You don't need to listen to Fund Managers, Influencers, Podcasters -- whatever. Trust the data :)
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@ActusDei was the payout from this PR piece worth it? read through the quoted posts and then look in the mirror.. you retweeted one positive quote out of 50+ negative quotes.. hope you bow out if the invite to moderate @PPFAS annual meet out of decency
Neil Borate@ActusDei
Almost a decade after Coffee Can Investing, Saurabh Mukherjea says the idea is dead. Consumption has crawled. Those fabled moated compounders aren't compounding. And India, he warns, is heading for a 1991-style crisis. Here's what he told us at a @thefynprint event. 🧵
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@MysticWealth11 Exactly, I was looking at Asian paints last week.. still too rich in terms of valuations but potential to beat nifty 50 returns in next 2-3 years
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PIN this tweet.
Coffee Can is a BUY here.
This is an amazing indicator.
Neil Borate@ActusDei
Almost a decade after Coffee Can Investing, Saurabh Mukherjea says the idea is dead. Consumption has crawled. Those fabled moated compounders aren't compounding. And India, he warns, is heading for a 1991-style crisis. Here's what he told us at a @thefynprint event. 🧵
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GIF
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@fpl_red_arrow @ActusDei @nikhilvidyarthi @thefynprint Absolutely agree. You have used the right choice of words to describe the situation.
Ironically, it was @ActusDei who had interviewed him and then written a brilliant article, warning investors about his performance that led to many (including me) to redeem from his PMS
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Almost a decade after Coffee Can Investing, Saurabh Mukherjea says the idea is dead. Consumption has crawled. Those fabled moated compounders aren't compounding. And India, he warns, is heading for a 1991-style crisis.
Here's what he told us at a @thefynprint event. 🧵
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@ActusDei @nikhilvidyarthi @thefynprint You are such a sellout now @ActusDei advertising performance of a 7 month fund to hype up a failed fund manager whose long term returns are abysmal.. you guys are quick to downplay short term underperformance by saying equity is for long term but happy to hype up 7 months return
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@nikhilvidyarthi @thefynprint Check the performance of his GIFT City PMS & fund
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@Yatra_Care Cherry of the cake @Yatra_Care your DMs are inaccessible
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@fpl_red_arrow solely at the discretion of the airline. Regards Yatra Care i.ki.show/C3FB3EBEB9 (2/2)
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A tale of one hero and two villains involving @airindia @IndiGo6E & @YatraOfficial
We had 3 itineraries in March, one booked on @airindia and other two on @IndiGo6E booked through @YatraOfficial .. a medical emergency in family led to cancellation & this is how it unfolded
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@EconomicTimes Dhruv can you direct your team to find a way for issuing negative refunds after adding some more “charges”.. pls maximize shareholder value and eradicate any sort of karmic score
Nevermind@fpl_red_arrow
A tale of one hero and two villains involving @airindia @IndiGo6E & @YatraOfficial We had 3 itineraries in March, one booked on @airindia and other two on @IndiGo6E booked through @YatraOfficial .. a medical emergency in family led to cancellation & this is how it unfolded
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Yatra elevates co-founder Dhruv Shringi to executive chairman, appoints Siddhartha Gupta as CEO economictimes.indiatimes.com/industry/servi…
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Main hoon na motto doesn’t apply to passengers and won’t apply to employees to when bad time starts.. @IndiGo6E is there a way to actively participate in your eventual downfall?
x.com/fpl_red_arrow/…
Akshay Neekhra@Akshay_neekhra
The founder walked back in when IndiGo needed him most Rahul Bhatia stepped up as interim CEO, citing a "deep sense of personal responsibility" towards customers and employees His first memo to staff? Signed off as "Main Hoon Na." No corporate spin. Just accountability. #IndiGo
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@ForbesIndia Well @IndiGo6E is doomed to fail given how their policies are designed to convert their loyal customers to their harshest critics
Nevermind@fpl_red_arrow
A tale of one hero and two villains involving @airindia @IndiGo6E & @YatraOfficial We had 3 itineraries in March, one booked on @airindia and other two on @IndiGo6E booked through @YatraOfficial .. a medical emergency in family led to cancellation & this is how it unfolded
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The Indigo co-founder, Rahul Bhatia returns to steady the airline after a turbulent December
forbesindia.com/article/news/i…
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@Yatra_Care @YatraOfficial Your customer care support is non existent and thankfully we have an option to boycott you.. May I request you to cancel the refund of 2492 as well and use that to increase remuneration of @dhruv_shringi a bit as he has built an organisation which deserves this money more than us
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@Yatra_Care Villain#2 @YatraOfficial exactly & we never asked you to waive the indigo cancellation fee.. what you did was far more sinister Indigo refunded 7275 & 4590 respectively which was reduced to 2492 and 0 by adding “other charges” over and above “Yatra charges” @Yatra_Care
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@Akshat_World How are your recent Buy and Sell from the future? It says 17th December, 2026. 🤣
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- Every single trade logged.
- Capital I am playing with 1Mn$.
- Have grown this 1Mn$ account to 1.277Mn$ in the last 1 year.
Japan Gor@japangor
@Akshat_World Another self‑promo deck, zero capital, zero proof.
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@_KiranRajput Don’t think it tracks.. right issue ratio was 3:8 and through your own public disclosures there was significant buying at higher levels however not my place to do the investigation so leaving this with the last interaction where I pointed out another wrong data on sequent loss
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Applied for Mahindra Lifespaces Rights Issues at Rs 250, I got 10-15% more than the quota.
Added below 300 sizeable qtys. Stock did tested 260 levels I guess.
I don’t sell anything on twitter, I may make mistake in sharing data, never lie.
Nevermind@fpl_red_arrow
@_KiranRajput Why do you share wrong information compulsively, Mah Life has been below 300 for only from March 25 to May 25.. based on your public tweets you have accumulated sizable quantity before and after.. average price can’t be 300 x.com/_kiranrajput/s… x.com/_kiranrajput/s…
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@_KiranRajput Why do you share wrong information compulsively, Mah Life has been below 300 for only from March 25 to May 25.. based on your public tweets you have accumulated sizable quantity before and after.. average price can’t be 300
x.com/_kiranrajput/s…
x.com/_kiranrajput/s…
Kiran Rajput@_KiranRajput
We investors usually talk about wins only. Many don’t speak about booked & unrealized losses. Mahindra Lifespaces is 10-15% down from my ave buy price.. I am pretty relaxed. I am short by another 30% allocation.
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Portfolio Update.
(Concentrated Bets)
Not much changes though:
Jio Fin (ave price 250), KPIT (300), Mah Life (300), Motilal (600), ACE (850), Oriana (2K), Sj (400) & Effwa (200).
Kalyani Cast planned to accumulate at decent valuations.
Except Jio, all large-cap exited.
Researching – Tembo, Akiko, Indostar, Symphony & few others
Khazanchi had 2 lots & Wheels India few qtys, both sold.
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@saybwala @FirstClubIndia Amazing news.. any plans to get other SKUs on Firstclub too?
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Wohoo. Our first Q-Com roll out is here. Bangalore folks can grab n go some apple juice from @FirstClubIndia
Mucha gracias to your team who waited for us to get our inventory levels up 🙏
Sreya@darthdevi
SAYB Himalayan Apple Juice is now live on @FirstClubIndia exclusively. Unfiltered, no added water, no sugar, no preservatives. Just pure Himalayan apples, juiced right within 5 days of harvest. Can’t tell you how good this tastes! So happy to finally get my hands on this. Thrilled to bring this to Bangalore’s fast-growing beverage scene - and huge thanks to @saybwala, for trusting FirstClub to launch in Bangalore. Oota at my place if you’re ever back in ooru Anand! 🙌🏼 Welcome to the club 🍏✨@saybapples
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