Anuvav

@kirubaakaran Indeed this is an awesome strategy. However curious to know what's is the Inflation Adjustment Return on this strategy?

₹1 lakh invested in Niftybees in January 2008 is worth ₹4.43 lakh today. 8.45% CAGR over 18 years. That same ₹1 lakh, switched between Niftybees and Goldbees using one trading rule, became ₹20.84 lakh. 18% CAGR. Here's the strategy details 🧵

@a_basumallick How do we register for the venue? How to subscribe for the venue?

The next VP monthly meet is planned for this Sunday, 17 May, at Hotel Lindsay (opposite New Market main entrance) starting from 9:30 am. Open for all investment enthusiasts.

@equialpha Energy sector I am bullish on.

📊Top 5 vs Worst 5 sectors of last 3 months 🟢 TOP 5 1. Aerospace & Defence +31.9% 2. Industrials +23.9% 3. Energy +18.9% 4. Transportation +12.8% 5. Consumer Staples +11.7% 🔴 WORST 5 1. Information Technology -2.9% 2. Financial Services +2.7% 3. Miscellaneous +3.9% 4. Media & Telecom +4.9% 5. Consumer Discretionary +5.8% Which sector are you bullish on ?

@WealthEnrich The metrics that are using to calculate the Middle Class and Upper Middle Class is a wrong metrics.

Today, nearly 61% of 🇮🇳 households fall in the middle & upper-middle class segment (vs ~52% three years ago). By 2034, this is projected to hit 80%+ The consumption boom is entering its strongest decade. How are you playing this theme ? 💭

@rohaninvestor 25% CAGR that means.

Forget 10x returns! If you can double your money in just 3 years, you’re already ahead of 90% of investors.

@WeekendInvestng I think this will stretch more because this time fundamentals are strong and alligned with economic activity. Let's make Gold and Silver to Moon.😊

Gold was 2x from its 200DMA at its peak in 1980 it was at 1.25X in 2011 1.2x in 2020 and is at 1.3x currently. We are certainly very stretched currently... but there has also been much more stretched situations in history.

@1shankarsharma @riteshmjn Good point Shankar Ji,you have noted. May be,If this words we don't give so notice,nice point you pointed.

@riteshmjn Why is it that every bullish prediction about India always has "If"?

Mr Mohandas Pai at Singularity cinference

@iRadhikaGupta Lapata Ladies was a good movie. You can watch. The story, direction is very good.

I have been the greatest Hindi film lover. Loved the films, the music, remember complete lyrics to most old songs, used films in so many finance examples. And yet over the last few years, the love is fading. I haven't gone to the theater in the longest time and even on OTT, struggle to finish many films. Is it me or is the quality of films worsening? I usually resort to watching the same old films again or older films that I may have missed. Or better yet, resorting to fiction books.

@riteshmjn Which markets and asset class it is moving?

Mag 7 is where the LIQUIDITY is leaking and going into other places.

@StockSavvyShay I am following your portfolio for the past 2 years. The think that I understood that you take positions only in Equity. Do you also take positions in Futures or Options or hedge your portfolio with it?

Here are some stocks showing strength in today's market 👇 • $PLTR • $JMIA • $TMDX • $BTCZ • $SNOW • $SHOP • $RBRK • $GRAB • $KVYO • $ARM • $AMD • $BBAI • $BFLY • $FUBO • $SOUN • $MP • $LFMD • $CLPT • $PDD • $DNA • $STNE • $PGY • $WGS • $HIMS • $DUOL

@BrodaFromMroda @a_basumallick Which public traded stocks in NSE or BSE can be benefited?

@a_basumallick A good proxy play to this much PLI will be rise of Recyclers like Gravita. The amount of Electronic waste that will be generated in coming decade seems to be an extremely large opportunity for licensed recyclers. Recycling/ waste disposal of electronics is a big opportunity

Very important chart to understand the focus of the biggest spender in India in today's time. intelsense.in

private equity can't stop buying data center economy infrastructure apollo just bought argo for $6B blackstone has a $100B data center portfolio, wants to be the biggest investor in AI infra blue owl bought IPI for $10B KKR gave ECP $50B for data center credit

@Ajay_Bagga We can speculate on this things. However the reports they had published was not challenged and proved False in each and every company they have shorted from Nikola Tesla to Adani ENT.

Hindenburg closure: Possible reasons: 1. It operated in a grey zone, publishing negative reports and taking short positions, including via hedge funds who were not disclosing their positions 2. Short sellers hardly ever make sustained profits. That is why the few who do , as for example in 2008, are celebrated so much. The rest make hardly any returns over the long term 3. Some regulatory action may have taken place and a way to skip penalties may be an agreement to quietly shut down. Hope they get prosecuted and are not let off so easily in case some regulatory or legal action is ongoing against them. 4. Damage has been done to companies, promoters and markets by targeted attacks from which they sought to benefit . 5. This was no altruistic, "truth seeking" endeavour, it was a model to benefit from issuing scathing reports on companies and promoters and simultaneously shorting them in advance of the release of these damaging reports. Wont be missed. Dismissed .

@equialpha Depends on the strategy and risk management. For me making from 10 Lakhs to 1 Cr and with the same process it will take same amount of time.

10 Lacs to 1Cr 1 Cr to 10 Cr Which one do you think takes more time ?

This is 💯 correct!

“I don’t think trading strategies are as vulnerable to not working if people know about them, as most traders believe. I always say you could publish rules in a newspaper and no one would follow them. The key is consistency and discipline.”- Richard Dennis. Tony Stark reposted.

1/ India’s BSE Sensex Index, +348% since 2010. But the rupee swooned. •Closed 2024 at 78,169 •Year-over-year: +8.2% •Since all-time high in Sept 2024: -9.1% •Since 2010: +348% But

Risk management sounds so simple in theory. In practice, it's one of the hardest things to do. Especially for newbies.

@a_basumallick Safer high speed trains with automated signalling system will be better in future. It can also reduce the accidents in railways.

We need high speed passenger rail across the country. It will be a huge game-changer for both business and tourism.

@manoj_216 @Panks_Arora Yes I totally agree with you Manoj Ji. But I have seen many people thinks if they buy home,they can also stay. When the price will appreciate they will sell the house. I have a problem with this thought.

@Panks_Arora What's the message? If we are saying that staying on rent makes more financial sense, then that's a well known fact. But buying a house is not usually a financial decision. There are emotions involved, and rightly so!

Bought a house in 2012 for Rs 86 lakh, which is now worth around Rs 1.70 crore. I took a home loan of Rs 50 lakh and paid the remaining Rs 36 lakh from my own funds. Total Interest Paid ~ 30 Lakhs EMI ~ 55k Instead, if I had rented the same type of property, I would have had to set aside 20k for the monthly rent and 10k for future rent increases. If the remaining savings of Rs 36 lakh and Rs 25 thousand monthly were put into SIP for 10 years in 2014. Average Return in Smallcap Category - Lumpsum Investment of 36L~ 2.70Cr - SIP of Rs 25k for 10 Years ~ 1.10 Cr - Total Investment Value 72L - Total Market Value 3.80 Cr