Hemanth

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Hemanth

Hemanth

@hemuhere

SRT fanboy, proud Indian, equity investor, compulsive contrarian . All opinions are personal and stock discussions are for educational purposes only !!.

Hyderabad. Se unió Eylül 2009
5.6K Siguiendo1.1K Seguidores
Hemanth
Hemanth@hemuhere·
@Iamsamirarora @BaluGorade I myself personally know of at least 10 folks who are at 15% XIRR on SIPs even after 2 yrs of less returns. Asking retailers to stay away from equities is a totally poor advice
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Samir Arora
Samir Arora@Iamsamirarora·
It was never Retail investors model to worry about what FIIs will do when they (retail) do their SIPs and still they are being criticized. Retail did their job exceptionally well in investing in liquid mutual fund/stock market investments which post tax did better than keeping money in FDs and this is even after 2 years of poor performance of the market. Advising retail to focus on illiquid, non transparent, high transaction cost, large ticket price "real estate" investment is poor advice indeed.
Balu Gorade@BaluGorade

Shankar Sharma on Indian IT: People criticize them for not building AI. But that was never their model. They are service companies, and they've done that job exceptionally well. If they're expected to do everything, what are the other 150 cr Indians doing? 😂 (NDTV Profit)

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Ronit Pereira
Ronit Pereira@CAronitpereira·
Shankar Sharma on retail investors: “Equity markets are meant for big boys and professionals, they’re not meant for Mr. Joe on the street (retail investors).” “Best you can make 10-12%, those days are also in the hindsight. Add taxes on that and you cannot even beat FD returns.” “I have never advised my relatives or friends or even my own sister to invest in equity directly and today they thank me.” 😅 - src: NDTV Profit. June 2026
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PC
PC@PCtweetssss·
@hemuhere ipatike unlivable goranga rentlu perigai daniki tagga traffic No parks everywhere just malls
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Hemanth
Hemanth@hemuhere·
West Hyderabad will soon become unliveable
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Hemanth
Hemanth@hemuhere·
@MaxMinMan Indeed!!, I was going to cult fit which is 1.5 km from home, stuck in traffic and returned home after 20 min :-)
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Hemanth
Hemanth@hemuhere·
FCNR deposits may bring in $30-40B by September but we have half a billion dollars of outflows as a minimum daily from the markets, so while this one along with removing LTCG on FII bond investments are good but not enough. My guess is this is prelude to some concessions on equities on LTCG front..
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Hemanth
Hemanth@hemuhere·
@deepakshenoy Very well explained and interesting move for sure
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Hemanth
Hemanth@hemuhere·
Purely from investment standpoint - everyone being pessimistic about India is definitely a contra signal. Problem is while large caps are cheap, they are hardly growing but mid&small caps which are posting better growth nos are expensive. March was the time to buy !!
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Hemanth
Hemanth@hemuhere·
Oh the clown says equity investing is not for retailers and they should not even invest in mutual funds. Everyone who did an SIP over 5-10 years consistently in decent funds made 15% XIRR definitely and he wants the entire financialisation theme to be wiped out?. Not sure why he gets a platform on national TV
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Manu Rishi Guptha
Manu Rishi Guptha@manurishiguptha·
The Nifty 50 is down over 10% in six months and most Flexicap funds are in the red. MRG Capital's PMS is up 4.4% on the year and has compounded at 18.4% over three. Our AIF, just past its first anniversary, is up 8.7% since inception, while the Nifty is down 6.3%. No unnecessary churn. No FOMO. No theme of the month. Just conviction in what we own and patience for it to compound.
Manu Rishi Guptha tweet mediaManu Rishi Guptha tweet media
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Hemanth
Hemanth@hemuhere·
Not one Indian company in top 10 in MSCI EM Index
Hemanth tweet media
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Hemanth
Hemanth@hemuhere·
Brilliant and balanced as usual from Akash Prakash. 3 massive IPOs at the peak of earnings cycle in AI plays coming up with a combined valuation of $4T. The level of euphoria is something no one has ever seen. On the contrary everyone is pessimistic about Indian markets, is that a contra signal?
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Hemanth
Hemanth@hemuhere·
LIC is controlling lakhs of crores of public money - risk assessment processes have to be flawless even if it means they miss out on few good companies. Also these days there is so much information available in public domain, can’t believe they couldn’t see through the fraudulent games of Rajesh Exports.
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Hyderabad Real Estate & Infra
🚨Excited to share my first project as a Realtor! (**Repost) After moving back from the US earlier this year and obtaining my RERA registration, I've been evaluating several projects across Hyderabad. I'm happy to be associated with Sattva Lago, located in Neopolis, Kokapet. For buyers looking in the ₹4 crore+ segment, I believe this is one of the best options currently available. What stands out is the scale of open spaces and the outstanding design. Apart from My Home Nishada and Grava, this is one of the very few projects in Neopolis with large open areas. The large glass balconies, grand internal courtyard, 4-acre landscaped garden, and extensive water bodies should give the project a truly premium feel. ✨ Key Highlights • 12 ft ceiling height • Floor-to-ceiling glass doors opening to large balconies • Extensive glass facade offering abundant natural light and views • Italian marble flooring • Centralized Air Conditioning. • 50+ outdoor amenities • 34,600 sq.ft of water bodies • Olympic-sized swimming pool • Fully RERA approved • Current EOI price: ₹11,100/sq.ft • Expected launch price: ₹12,100+/sq.ft 🏢 Project Overview • 10 Acres • 5 Towers • G+46 Floors • 1,261 Apartments 🏠 Configurations • 3 BHK, 3.5 BHK & 4 BHK • 3,100 sq.ft to 4,800 sq.ft 📐 Tower Layout • 4 Towers with 6 units per floor • 1 Exclusive 4 BHK Tower with only 4 units per floor 📅 Possession • Expected by the end of 2030 Interested? Fill this form: docs.google.com/forms/d/e/1FAI… Or simply WhatsApp "LAGO" to +91 79953 75252. wa.me/917995375252 I'll share detailed floor plans, master plan and additional details along with a walkthrough video of the 3.5 BHK model flat that I personally shot ( Note: I had to repost as I had to remove an image on request)
Hyderabad Real Estate & Infra tweet mediaHyderabad Real Estate & Infra tweet mediaHyderabad Real Estate & Infra tweet media
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