Investing with conviction

5K posts

Investing with conviction

Investing with conviction

@Convictionview

Researching stocks & crypto Sharing high-conviction ideas, market notes and long-term investment thesis. Signal over noise. Not financial advice

Katılım Ekim 2011
1.5K Takip Edilen584 Takipçiler
Investing with conviction
Investing with conviction@Convictionview·
Shouting and posting obvious issues without any solutions will also not solve anything. Why do people love to post all negative things without providing any constructive ideas. No one is claiming India is flawless, but your list conflates deep-seated, legacy institutional issues with a lack of progress. Taxes & Infrastructure: High taxes are funding an unprecedented infrastructure boom. The doubling of airports, tripling of highway expansion, and modern railways don't happen for free. GDP Realities: Total GDP size gives India massive geopolitical clout, defense leverage, and the power to pull global manufacturing away from China. Per-capita income has doubled in a decade; it is a steady climb, not a magic trick for 1.4 billion people. Innovation: Dismissing India’s tech because of crypto ignores the fact that our Digital Public Infrastructure (UPI/ONDC) is leading the world, and India ranks top globally in AI skill penetration. Systemic Reform: While corruption and slow courts are multi-generational hurdles, digitization and Direct Benefit Transfers have completely wiped out the massive retail scams and middlemen cultures of the past. There are many positive things as well but people choose to ignore ofcourse as everyone loves getting engagement from negativity. Acknowledging our challenges is smart. Pretending the country isn't fundamentally transforming its foundations to fix them is just cynical. You are talking about the most populous country on Earth, which gained its independence less than 80 years ago after centuries of colonial drain. Expecting a young, massive democracy to instantly match the per-capita metrics of old, wealthy G7 nations with tiny populations is historically and economically blind. The fact that India has built a $4.15 trillion economy in this short timeframe is a massive feat of resilience.
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Dr. Rajeshwari Iyer
Dr. Rajeshwari Iyer@RajeshwariRW·
If you look at the facts rationally, the real issues become clear: 1. Taxes in India are high 2. Infrastructure remains poor 3. We celebrate being the world’s 4th largest economy but rarely talk about GDP per capita. 4. Innovation is weak we are still not leading in fields like AI or crypto. 5. Reservations are pushing many talented people to leave; India is witnessing one of the highest millionaire migrations. 6. Corruption exists from the lowest offices to the highest institutions. 7. Media is Sold Out from Left to Right 8. Judiciary works slower than snail Until we fix these realities, shouting nationalism will not solve the problem.
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Investing with conviction
Investing with conviction@Convictionview·
It's completely fair to critique any sitting government, but saying the BJP 'ruined India' ignores where the country stood just over a decade ago. Back in 2013, under the Congress-led UPA, India was labeled one of the 'Fragile Five' global economies, plagued by double-digit inflation, 'policy paralysis,' and massive corruption scandals (like the 2G and Coal scams) that stifled growth. To say India is 'ruined' today overlooks undeniable structural transformations: Economic Stature: India has climbed from the 11th largest economy to the 5th largest economy in the world, consistently maintaining its spot as the fastest-growing major economy. Digital Revolution: When Congress leaders openly doubted that rural Indians could handle digital payments, the current administration built the UPI ecosystem. Today, India accounts for nearly half of the world's real-time digital transactions, a feat praised globally by the IMF. Plugging Leakages: Remember when former PM Rajiv Gandhi admitted that only 15 paise of every 1 rupee reached the poor? Through the JAM Trinity (Jan Dhan-Aadhaar-Mobile) and Direct Benefit Transfers, trillions of rupees now go directly into the bank accounts of the underprivileged, eliminating the middleman culture of the past. No government is flawless, and challenges like job creation remain. But transitioning from a fragile, scam-ridden economy to a global tech and infrastructure hub is the exact opposite of 'ruining' a nation." And then we have people like you. The real barrier to progress isn't the government, it’s the hobbyist cynicism of people who prefer spreading negativity and division over actually contributing anything useful.
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Dr Prteek
Dr Prteek@DrHomeostatic·
One genuine question: at what point will pro-BJP supporters accept that BJP ruined india?
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Investing with conviction
Investing with conviction@Convictionview·
Frustration over losing capital is basic human nature, and understanding market volatility is foundational investing, neither has a single thing to do with allegiance to a nation. Trying to map complex economic realities onto a simplistic, polarized scale is just lazy. Let’s leave the emotional melodrama out of market mechanics. The whole world stock markets are down and i dont know anyone who is happy when their portfolio goes down so are they all anti-nationals in the entire world? It is exhausting to watch every economic event immediately degenerate into a polarized debate about nationalism, spreading more toxicity as if its already not enough in today's world.
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The opportunistinvestor
The opportunistinvestor@sudheep8531·
If your portfolio is falling and you are happy You are a nationalist. If your portfolio is falling and you are angry You are anti national
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Investing with conviction
Investing with conviction@Convictionview·
@Akshat_World with another moronic take. Imagine glorifying US political insider trading as a "benefit" for retail investors. 🤡 Under the US STOCK Act, politicians have up to 45 days to disclose their trades. By the time the public legally sees what they bought, the move is long over and retail investors tracking them are just used as exit liquidity. It is a broken, heavily criticized system, not a blueprint for wealth creation. To say honest taxpayers can't get rich in India is a direct insult to the millions of honest Indian taxpayers who are legitimately compounding their wealth through a domestic equity market and a mutual fund ecosystem that has grown over six-fold in the last decade. Trying to compare India and the US is a lazy, flawed argument. You are comparing a 250 year old empire built on global capital hegemony with a 79-year-old nation that had to rebuild its entire economy from scratch after being colonized. Every economy has its unique evolutionary timeline. The fact that India has built one of the world's fastest-growing stock markets and lifted hundreds of millions out of poverty in just a few decades without needing to legalize political insider trading like the US is a massive achievement. Become a better man and if you are really into macro analysis as you say - why are you not mentioning anything about all the negative news coming out of US (your biggest portfolio market) economy. There are tons of them I hav read just last night so why are you refusing to post about that to warn your "subscribers"? What is the need to compare 2 countries which have completely different history and culture? You've turned trash-talking your homeland into a business model to validate your personal portfolio choices and sell courses. It doesn't make you a visionary or a research analyst, it just makes you look pathetic and desperate to justify your own exit. At this point, downplaying India isn't an investment strategy; it's just your entire personality because without the anti-India rage-bait, your engagement would completely dry up.
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Akshat Shrivastava
Akshat Shrivastava@Akshat_World·
I really wish that Indian Politicians traded stocks like US politicians. At least this way: people with white/honest money could have tracked their trades. And, maybe benefitted from that. But, in India politicians trade Real Estate-- that too in black. There is no way an honest white collared tax payer would ever benefit from that. Both markets are corrupt. But, in 1 market at least honest guys have a chance to get rich.
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Investing with conviction
Investing with conviction@Convictionview·
Gosh another negative retard who loves to post crap to spread doom and fear without any context. Why are so many of you popping up all of a sudden? Some propganda? Comparing two countries purely because they have the same population size is like expecting a 25year old and a 10 year old to have the exact same bank balance just because they are both male. It ignores history, timing, and fundamental rules of compounding growth. To shut down this lazy "equal population = equal economy" narrative, you need to expose the massive historical and structural differences that are completely ignoring. Equating China and India just because they have the same population is peak economic ignorance. Population is not a magic button for wealth; timing and policy are. The 13-Year Head Start: China liberalized its economy in 1978. India didn't open up until 1991. In compounding economics, a 13-year head start creates an exponential gap. The Timeline Reality: India’s economy today is around $3.9 Trillion. China was at this exact same $3.9 Trillion mark in 2008. If you compare them at the same stage of development, India is right on track. Dictatorship vs. Democracy: China is an authoritarian state. They can bulldoze cities, seize land overnight, and ban labor strikes to build factories. India is a democracy where land laws, human rights, court challenges, and voting cycles exist. Growth takes longer when you actually respect citizens' rights. The Workforce Truth: China capitalized on its population early by achieving 65% literacy by 1980 (vs India’s 40%) and fully integrating women into the factory workforce. Stop comparing a country that has been sprinting for 48 years to one that was handed a broken, colonially drained system and has only been running for 35 years.
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Arjun Rathore
Arjun Rathore@Oiarjunrathore·
why is China ahead of India even though both have almost the same population?
Arjun Rathore tweet media
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Investing with conviction
Investing with conviction@Convictionview·
This post is a lesson in economic illiteracy. Basic Math: By your own numbers, India grew by 113% ($1.97T to $4.2T), which is a faster rate of growth than the US at 100% ($16T to $32T). The USD Illusion: Nominal USD numbers hide local reality due to currency depreciation. In terms of actual local purchasing power (PPP), India is a $18.9 Trillion economy—the 3rd largest in the world. The Debt Scare: Citing absolute debt instead of the Debt-to-GDP ratio is meaningless. India's Debt-to-GDP is around 80-83%, which is far healthier than the US (120%+) or Japan (250%+). Furthermore, India's debt has been systematically weaponized into asset creation (highways, digital infrastructure, railways) rather than populist consumption. You are comparing a nation that was systematically drained by colonial rule and only liberalized in 1991 to nations that had a 50-to-100-year head start, yet India is still matching or outstepping them in growth velocity. Are you looking to spread negativity , is that your goal to farm engagement, asking coz many lowlifes like you love to point out negative things immediately but forget all positives.
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Manu🇮🇳🇮🇳
Manu🇮🇳🇮🇳@mshahi0024·
👋📍In last 12 years, China went from $8T to $21T economy, per capita from $7K to $15K. US from $16T to $32T, per capita from $53K to $95K. Vietnam from $200B to $550B, per capita from $2.1K to $5.5K. India only managed from $1.97T to $4.2T, per capita only from $1.5K to $2.9K despite having nearly 70 crore youth population force to Utilise. Debt swell from 52 Lakh Crs to 200 lakh crs. Then for sheer failures of own Incapabilites first blamed Nehru and now global crisis.
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Investing with conviction
Investing with conviction@Convictionview·
Biggest clog in the swamp is you and your sons manipulating and extracting money from public and ruining the world economy for personal gains. You wanted Nobel Peace Prize, lol - You will be known forever as the worst president in US history and the world might come together to invent a new award especially for your naricissistic ass that no one will ever be able to take away from you. #MAGA should be branded to - MEGA ARROGANCE GLOBAL AMUSEMENT Or MAKING AUTOCRACY GREAT AGAIN
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Investing with conviction retweetledi
Bull Theory
Bull Theory@BullTheoryio·
ONLY TEN STOCKS ARE KEEPING THE ENTIRE U.S. STOCK MARKET FROM A COLLAPSE. The S&P 500 has rallied nearly 16% since March 30, making it look like the entire market is booming again. But under the surface, this has become one of the narrowest and most concentrated rallies in decades. Just 10 stocks drove 69% of the entire move higher. Alphabet alone contributed 15% of the rally. Nvidia added another 10%. Amazon, Broadcom, Intel, Micron, Apple, AMD and Microsoft carried most of the rest. The other 490 companies in the S&P 500 contributed just 31%. This means the market is not actually moving higher together. A very small group of AI and semiconductor stocks is pushing the entire index upward while most stocks are barely participating. The equal-weight S&P 500, which removes the influence of megacaps, only gained around 7-8% during the same period. That is less than half the performance of the normal index. At the same time, less than half of all S&P 500 stocks are even trading above their 50-day moving average right now. The rally itself started after reports that Iran was open to ending the war with the United States in exchange for security guarantees. Oil prices immediately collapsed from above $100, markets exploded higher on short covering, and then AI earnings mania took over. After that, almost every major tech company raised AI spending projections to levels never seen before. Microsoft raised expected capex spending to roughly $190 billion. Alphabet raised capex guidance to $180-190 billion. Amazon reaffirmed around $200 billion in AI infrastructure spending. Meta is expected to spend up to $145 billion. Wall Street is now effectively pricing the entire stock market around one single assumption: that AI spending continues growing at an extreme pace without slowing down. That is why semiconductor stocks entered a melt-up phase. Intel is up more than 240% this year. SanDisk exploded over 550%. Micron doubled because AI memory demand became so extreme that customers reportedly could only get 50-67% of the chips they needed. Even Goldman Sachs warned that market breadth has now fallen to one of the narrowest levels since the dot-com bubble era. The danger is obvious. When only a handful of stocks are carrying the entire market, the downside risk becomes massive. If AI spending slows, if oil spikes again because the Iran ceasefire fails, or if earnings disappoint even slightly, there is no real market strength underneath to absorb the damage. Right now the stock market looks strong on the surface. But underneath, it is being held up by a very small group of stocks and one extremely aggressive AI spending cycle.
Bull Theory tweet media
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Kate from Kharkiv
Kate from Kharkiv@BohuslavskaKate·
APPLEBAUM: United States under this administration is no longer interested in leading democratic coalitions against Russia or anyone else. President Trump has begun to align US foreign and domestic policies with values and practices of the autocratic world. Democracy is no longer at center of United States foreign policy or American identity. President and his administration attempted to strip funding from USAID or Radio Free Europe, American institutions that once promoted democracy around the world. Trump verbally attacked Canada, European Union, America's Asian partners, placing inexplicably high tariffs on their goods. Trump shouted at Ukrainian president in Oval Office, threatened to annex Greenland by force, claimed that EU was created to "screw US," and echoed Putin in calling NATO paper tiger. Trump negotiated with Russia not to bring just peace to Ukraine or security to Europe, but also in order to help US businesses profit from lifting of Russian sanctions.
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Investing with conviction
Investing with conviction@Convictionview·
Classic deflection. When you can’t defend his predatory marketing tactics, you try to turn it into a textbook debate about stock market indices. I didn't bring up CAGR, you did—because it’s a comfortable hiding spot. The issue remains about blatant double standards: milking Indian subscribers for course fees while telling them their country is designed to keep them poor, all while lacking a valid SEBI registration to give directional financial advice. Financial buzzwords won't change the reality of his grift. He knows exactly what he is doing and if he continues this without getting necessary registration and SEBI license, i will be reporting him. He is operating an unregistered, paid financial advisory masquerading as an educational school. That is exactly what SEBI acts against.
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The Invincible
The Invincible@PrismVault·
@XRP_BULL1 @Akshat_World When you can’t defend your position, you change the topic. You acknowledge that India cant deliver the same CAGR as some foreign stock markets, yet your ego prevents you from admitting it —leading to arguments based on weak reasoning rather than facts. All the best, my friend.
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Investing with conviction
Investing with conviction@Convictionview·
Thread On @Akshat_World and a pattern worth noticing: 1. I've been watching @Akshat_World's content shift dramatically over the past year. Let me lay out what I see and you decide. 2. First, the timeline: He moved a significant portion of his portfolio away from Indian markets. Shortly after? His content about India turned sharply negative. Coincidence? Maybe. But let's look at the pattern. 3. "Indian Financial System Designed to Keep You Poor?" "Why I Left India." "None of the governments care, citizens are brainwashed." Every headline is engineered for outrage. But where's the equivalent content on US debt levels, Trump-era economic volatility, or the markets he currently holds? 4. This is a known playbook: Move your money. Then move your audience's sentiment. Then sell them courses, calls, or paid subscriptions on your new picks. It's not analysis. It's marketing with a patriotism-shaped hole in it. 5. The "guru" model is simple: Post dramatic numbers about your own gains. Build distrust in everything else. Position yourself as the only reliable guide. Charge for access. Ask yourself — if his stock picks were printing money, why is the course the product? 6. Criticism of India's systems is fair and necessary. But selective outrage — amplifying every Indian flaw while staying silent on his preferred markets — isn't criticism. It's a sales funnel. 7. You're free to follow whoever you want. Just know what you're buying — and whether it's advice, or an audience being herded toward someone's portfolio. Do your own research. Always. 🙏
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The Invincible
The Invincible@PrismVault·
@XRP_BULL1 @Akshat_World No one is buying these reckless personal attacks. If you don’t like or want to buy his course, simply don’t purchase it. Constant bullying and targeting someone just because he is speaking uncomfortable truths is nothing but nonsense. Enjoy your XRP coins.
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Investing with conviction
Investing with conviction@Convictionview·
You have proven to be ignorant enough to miss the whole point of the post. I never mentioned not to invest in other markets. But its ok , followers of Akshat are slow. Not that its any of your business but I live in Europe and invest here, India, US, China and South Korea. I will explain in simple and easy terms instead of a long ass story - he is using selective, negative narratives about India to push people into his chosen markets and validate his own bias, justifying his exit. This is a known playbook: Move own money, then move your audience's sentiment. Then sell them courses, calls, or paid subscriptions on your new picks. Maybe you should read more long ass stories to understand simple concepts.
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Investing with conviction
Investing with conviction@Convictionview·
@iupdate Lol, 28 and still stupid? I switched from iphone to android 6 years ago and never going back to shitty itunes nonsense, keep living in closed loop mindset.
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Sam Kohl
Sam Kohl@iupdate·
I am 28 years old and still can’t comprehend how someone would willing use Android over iPhone
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Investing with conviction
Investing with conviction@Convictionview·
Yeah no one is saying against US AI rise but investing at this point is simply the stupidest thing you can do . Jsut follow some other people if you dont believe me to understand how fucked the US economy is right now and these AI stocks will fall faster than it rose. My point against him is completely different if you read my post correctly.
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Saibal Dutta
Saibal Dutta@Surjaa_Speaks·
@XRP_BULL1 @Akshat_World But Akshat is right.last 3 yr hardly any growth in Indian mkt Result is not up to the mark.. it is better to invest US mkt with AI boost.. Even this financial yr Nifty might not be able to cross 26000.hence another muted growth for retail SIP investors..
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Investing with conviction
Investing with conviction@Convictionview·
Convenient how you ignored 90% of the post to build a comfortable strawman. The actual allegation is your blatant hypocrisy: systematically trashing India to validate your own portfolio shift, selectively ignoring massive flaws in Western markets, and farming your audience for course sales. Nobody successfully trading stocks and making money is making videos and posting like you on X, they focus on actual work. The allegation is that you use selective, negative narratives about India to push people into your chosen markets and validate your own bias. If you’re making so much money trading, why are you so desperate for course sign-ups and online validation? Spotting your hypocrisy isn’t an investment career, it’s just basic observation. :) Best of luck with your deflection career. :)
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Akshat Shrivastava
Akshat Shrivastava@Akshat_World·
@XRP_BULL1 Your allegation is: that I am moving the market. Cool, best of luck with your investing career :)
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Akshat Shrivastava
Akshat Shrivastava@Akshat_World·
- So basically, I studied the macros. - Advised folks to move out of Indian markets (start of 2025). - And, invest more of their money in the US markets starting 2025. I explained all this with logic, data, facts. In fact, I din't just simply talk about this. But acted on my own recommendations. Showed proof. And, outperformed. But, brother seems to have a problem with that 😂
Investing with conviction@Convictionview

Thread On @Akshat_World and a pattern worth noticing: 1. I've been watching @Akshat_World's content shift dramatically over the past year. Let me lay out what I see and you decide. 2. First, the timeline: He moved a significant portion of his portfolio away from Indian markets. Shortly after? His content about India turned sharply negative. Coincidence? Maybe. But let's look at the pattern. 3. "Indian Financial System Designed to Keep You Poor?" "Why I Left India." "None of the governments care, citizens are brainwashed." Every headline is engineered for outrage. But where's the equivalent content on US debt levels, Trump-era economic volatility, or the markets he currently holds? 4. This is a known playbook: Move your money. Then move your audience's sentiment. Then sell them courses, calls, or paid subscriptions on your new picks. It's not analysis. It's marketing with a patriotism-shaped hole in it. 5. The "guru" model is simple: Post dramatic numbers about your own gains. Build distrust in everything else. Position yourself as the only reliable guide. Charge for access. Ask yourself — if his stock picks were printing money, why is the course the product? 6. Criticism of India's systems is fair and necessary. But selective outrage — amplifying every Indian flaw while staying silent on his preferred markets — isn't criticism. It's a sales funnel. 7. You're free to follow whoever you want. Just know what you're buying — and whether it's advice, or an audience being herded toward someone's portfolio. Do your own research. Always. 🙏

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