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gaurav

@GauravMoona

Studying investor strategies • tech execution stacks • geopolitics context. Sharing what I'm learning daily : books, code, companies.

westeros Katılım Haziran 2020
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gaurav
gaurav@GauravMoona·
"You are just one trade away"
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Rathin Shah
Rathin Shah@ShahRathin·
6 years & 6 months later, a big chapter of my life concluded last month. We started @spennyapp in 2019. @CRED_club acquired Spenny in late 2023. And last month, with Spenny now in the able hands of CRED, my journey there came to an end. 🧵 I dropped out of @INSEAD MBA in 2019 (reckless, I know!) to start Spenny with a simple vision: help people invest their money. Along the way, we got into @ycombinator (easily one of the most exciting emails I’ve ever opened). With CRED, the vision took on a larger purpose: to help people make better financial decisions across the board.
Rathin Shah tweet mediaRathin Shah tweet media
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Harsh Kochar
Harsh Kochar@Too_harshk·
Hopefully, it makes my parents prouder Next 15 days I'm gonna give my 100% to make it possible
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gaurav
gaurav@GauravMoona·
@Too_harshk All the best for whatever you don't know you are preparing🙂
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Ronit Pereira
Ronit Pereira@Ronitper·
Meet Professor Shivanand Mankekar. India's most Reclusive Investor. > Born in Mumbai in late 1950s in a Maharashtrian household. > Taught Financial Management at JBIMS (Jamnalal Bajaj Institute of Management Studies) Mumbai for over 30 years. > Two of his Famous students include the Billionaire banker Mr. Uday Kotak and Mrs. Chanda Kochhar (Ex-CEO ICICI Bank). > Today his disclosed portfolio is worth Rs. 2,050 Crores. Worth more than Rs.2,300 Crores in entirety. > He shot to fame when his stake in Pantaloons rose from Rs. 30 Lakhs in year 2002 to Rs. 190 Crores in 2007. > In 2012, he bought 1.02% in United Spirits for Rs. 300 Crores which he sold for Rs. 450 Crores in 2014. > Uday Kotak once spoke of Mankekar’s first lecture. “Professor asked ‘How do you value a company?’ Someone said, “By net profit”, somebody else said, “By assets”. He said, ‘All wrong. You value a company on its cash flow.’ > He bet very early on L&T, Castrol, and Sesa Goa, and later, Infosys, Wipro, and Bharti Airtel. > He stayed in a 700sqft apartment in Mahim, Mumbai while having portfolio running into thousand crores. > As per reports, Neighbours knew him only as a simple, routine-driven professor, very few had any clue about his massive investment success. > Today he and His son Kedar, who is also a professor at Welingkar College in Mumbai, invest through family owned HUF. > They believe in concentrated portfolio and pay a huge importance to ROCE and Free cash flow in a company. Truly Inspiring person. 👏🏻🙌🏻
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gaurav
gaurav@GauravMoona·
IT stocks 📉📉
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priyanshu.sol
priyanshu.sol@priyanshudotsol·
genuine question how do people actually find meaningful connections on hinge, tinder, bumble, etc? maybe i’m old-school, but the whole swipe → dm → small talk loop just feels… off to me. it almost feels transactional. cheap, even. i rarely dm first (exceptions exist), and i honestly believe that when you’re in front of someone, the chances of things working out are way higher i've never created account on any of these platform, first because dming 100s of ppl to get a match feels waste of time, second of all, energy, presence, timing none of that translates through a screen. maybe i sound like a 90s guy, but it never helped me. when someone dms out of nowhere, don’t you ever get that feeling that something’s wrong..?
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Steve Burns
Steve Burns@SJosephBurns·
The Warren Buffett diet: 💸
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gaurav
gaurav@GauravMoona·
It's not 10,000 hours, it's 10,000 iterations - @naval
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gaurav
gaurav@GauravMoona·
@CaVivekkhatri Low beta stocks are defensive in nature. How should a young investor think about beta, keeping in mind we have a long time ahead, should we invest in high beta stocks?
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CA Vivek Khatri
CA Vivek Khatri@CaVivekkhatri·
𝗝𝗼𝗶𝗻 𝗼𝘂𝗿 𝗼𝗳𝗳𝗶𝗰𝗶𝗮𝗹 𝗧𝗲𝗹𝗲𝗴𝗿𝗮𝗺 𝗖𝗵𝗮𝗻𝗻𝗲𝗹!👇 𝗖𝗼𝗻𝘁𝗲𝗻𝘁👇 1- Pre-Market Analysis 2- Chart analysis with Logic 3- Swing Picks 4- Investment Picks 5- Learning Content 6- Books & PDFs 𝐋𝐢𝐧𝐤 𝐭𝐨 𝐣𝐨𝐢𝐧 - telegram.me/Stockizenoffic… Radhe Radhe❤️
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CA Vivek Khatri
CA Vivek Khatri@CaVivekkhatri·
𝗗𝗮𝘆 𝟮𝟰 𝗦𝘁𝗼𝗰𝗸 𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗦𝗲𝗿𝗶𝗲𝘀: 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝗕𝗲𝘁𝗮 🧵
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gaurav
gaurav@GauravMoona·
today, finance minister released budget for 2026-27, and here's what I think, how it will impact INDIA in the umcoming year: 🧵
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gaurav
gaurav@GauravMoona·
Anomalies that caught my in the budget: 1. Government pushing trekking was a new addition and I think was unnecessary. 2. Foreign investors started buying in small quantities. What may be the reason for this? And let me know what I missed! Follow me for more such content
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gaurav
gaurav@GauravMoona·
though this might be a good year in accumulating this kind of stocks that are low competition and high margin. So overall the budget is good for India's growth but not so good for the investors in capital markets.
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