Crazynaval

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Crazynaval

Crazynaval

@Crazynaval

जितना प्राप्त है, उतना ही पर्याप्त है. love #onefund, love #cricket

Gurgaon, India Katılım Nisan 2010
548 Takip Edilen22.7K Takipçiler
Buggy Human
Buggy Human@SridharanAnand·
Most disorienting halftime show ever. Sorry for batsmen who have to play Bhuvi's swing after that neonopalooza
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Neil Borate
Neil Borate@ActusDei·
NPS has changed so much! 1) Age 60 maturity gone. Now 15 yrs or age 60. Whichever is earlier 2) 80% can be taken out & annuity is down to 20% 3) MSF allows 100% equity. I sat down with Ranbheer Singh Dhariwal of @ProteanEgovTech to discuss the reforms. #NPS #protean #partnered
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Warren Damani
Warren Damani@Warrenwala·
FERRARI SHARES DOWN 6% (in Europe) AFTER CO LAUNCHES ITS FIRST EV CAR $RACE
Warren Damani tweet media
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Crazynaval
Crazynaval@Crazynaval·
@ravihanda In their favour na if made harder to switch Capital gains taxes more than fund expenses. Earlier no cg tax to shift after an year
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Ravi Handa
Ravi Handa@ravihanda·
When you sell your regular active mutual fund and move to an index fund, you sometime stop because you think about the capital gains tax that you would need to pay. You have to evaluate when the shift is worth it. For example, if your current fund is charging 2.3% and you are shifting to 0.3%, you are saving 2% every year on total value Capital gains tax is 12.5% on capital gains. If the total value is 100 and capital gain inside it is 40, then capital gain tax is 5. You will recover it in ~3 years. On the other hand if your current fund is charging 0.8%, then it will take 10+ years to recover it. Do this calculation. If you can recover it ~5 years or less, make the switch. If it is 10+ years, don't.
Varun@van_kan

@ravihanda @peeleraja But when you redeem your active mutual fund to live to direct you would have to pay tax. Esp difficult if large amount is parked in active.

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Crazynaval
Crazynaval@Crazynaval·
@GauravGupta_RE second one also has started seeing stress. in north india once the kharkoda market settles in and no new roads gets announced, the flow of money stops.
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Gaurav Gupta | Realtor
Gaurav Gupta | Realtor@GauravGupta_RE·
One Country, Two Economies!
Gaurav Gupta | Realtor tweet media
RT@RajivTandon30

@GauravGupta_RE There is defiantly stress as fresh sales have slowed down even at flexible payment terms and prices have now stopped appreciating . Some very big end projects are still attracting investment . However plot prices have gone up substantially .

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Durable Investments 
$CPNG Assuming 5% EBITDA margins 5 years out with 6% sales CAGR over that period, both of which are atleast half of management's expectations. 2031 * sales : $40B * EBITDA : $2B That's 14x 2031 EBITDA multiple. This assumes Far-fetch and Taiwan are a zero.
Durable Investments  tweet media
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Crazynaval
Crazynaval@Crazynaval·
@GauravGupta_RE Dlf arbour ka sara gain rs depreciation me nikal gaya ;) Naye Wale grahko ke liye arbour 2023 ke dollar price pe aa gaya
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Gaurav Gupta | Realtor
Gaurav Gupta | Realtor@GauravGupta_RE·
The rupee slide is turning out to be a double edged sword for NRIs, many who had invested earlier are feeling the pinch but now there are many whose purchasing power has gotten an upgrade! As an NRI how are you looking at Indian Real Estate now? Opportunity or Waiting it out?
Alok Jain ⚡@WeekendInvestng

A friend who is a long time resident in UAE was complaining that his INR deposits of the last 2 years are showing capital loss for him as INR has depreciated 17%. This must be the case for so many NRIs who keep money here and this is very worrying for the flow of forex in. @nsitharaman a Tax break for all money coming in is a need of the hour !

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Crazynaval
Crazynaval@Crazynaval·
@kirandhanwada Kushaq: enough for four, not for five Would run like no other..zips like how
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Kiran D
Kiran D@kirandhanwada·
e) Mahindra 7XO - Looks like a lorry to board. Felt too big for a 5-seater reqmt. Super flashy driver panel. Okish to drive f) VW Taigun - Decent car. Gave me Kushaq vibes. Didn't seem spacious in the back. Good ride though. Haven't seen BYD,Tata,MG,Jeep yet. Any suggestions?
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Kiran D
Kiran D@kirandhanwada·
We are in the market for a car - seeing across ranges. Obviously: a) Electric - many charging issues,and if commercial charging only, then doesn't make economic sense (outside of ram bharose resale) b) Expensive car - E20 to E50 or whatever is coming. Should money be burnt? (1/n)
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super dhaasu
super dhaasu@SuperDhaasu·
@VishalBhargava5 It's probably one of the best TV shows. 10 year hiatus between two seasons was a huge i justice, yet executed brilliantly.
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Vishal Bhargava
Vishal Bhargava@VishalBhargava5·
Saw the two seasons of Night Manager in the last couple of days. A hotel night manager who becomes a British intelligence officer with a mission to hunt down a nefarious arms supplier. Gripping watch. Tom Hiddleston (Loki of Avengers) & Hugh Laurie (House) are super.
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Crazynaval
Crazynaval@Crazynaval·
@agrawalmohit12 a month back a long video was there with a solid rationale on intuit. clearly, things are changing fast
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Mohit 🇮🇳
Mohit 🇮🇳@agrawalmohit12·
@Crazynaval no no no ..... they would have said that clearly if that would have been the case. They still have healthy inflows. Looks like because of abysmal performance for multiple years they are taking the time to pause and re-think.
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Mohit 🇮🇳
Mohit 🇮🇳@agrawalmohit12·
Super Investor Terry Smith just updated his portfolio. - Intuit $INTU Sold 100% - Nike $NKE Sold 100% - Google $GOOGL Sold 15% - MSCI $MSCI Sold 61% Looks like Fundsmith is moving towards cash. His performance over last 3 years has been abysmal!
Mohit 🇮🇳 tweet mediaMohit 🇮🇳 tweet media
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Crazynaval
Crazynaval@Crazynaval·
@Ritwik_Rai Praise is the last thing they are Looking at :)
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Ritwik Rai
Ritwik Rai@Ritwik_Rai·
I don’t have a thing against PPFAS. I just think that the praise they got for being in cash last year was unworthy; that is showing. In this biz, you get addicted to such praise. You won’t have the courage to do what has to be done once you are used to praise for not losing money
Crazynaval@Crazynaval

PPFAS is the New ITC of 2021 Banao memes ;)

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Raj Rohit
Raj Rohit@data__wizard·
@Crazynaval @contliving PPFAS used to do this before, no? Any idea why they stopped publishing the diff? Since they stopped, I see myself landing on your feed every month for the same 😅
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