Mayur

165 posts

Mayur

Mayur

@RahulSharm64124

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Katılım Eylül 2023
90 Takip Edilen13 Takipçiler
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Mayur
Mayur@RahulSharm64124·
@JKhurkhuriya can you share your verified PnL link of at least last two years?
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Subhav Samarth
Subhav Samarth@subhavsamarth·
@jpmartin @gurjota You are mixing 2 diff points. Enjoying alcohol peacefully can be compared to enjoying tobacco peacefully. Spitting tobaco can be compared to alcohol induced misbehavior.
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Gurjot Ahluwalia
Gurjot Ahluwalia@gurjota·
What has happened to Shatabdi! Now the old man in front of me, consuming what seems to be gutka or tobacco. Shatabdi used to be the default mode of travel for middle class in North India. Izzatdaar log jaate the ismein.
Gurjot Ahluwalia@gurjota

Traveling in Shatabdi, and the intelligent person next to me is sitting cross legged clearly entering my space for past 30 mins. How do you solve this idiotic civic sense of educated illiterates in India?

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SURESH KUMAR 🇮🇳
SURESH KUMAR 🇮🇳@Suresh_kumar047·
Single day gain in portfolio 😍😍 100% invested in bees.
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Mayur
Mayur@RahulSharm64124·
@gurjota What broker do u use
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LunarSoulX
LunarSoulX@cricket_Stats05·
Hey @grok What's the use of this space in the cup holder area. ?
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Mayur
Mayur@RahulSharm64124·
@gurjota Where is UI of companies invested table look like?
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Gurjot Ahluwalia
Gurjot Ahluwalia@gurjota·
Created a personal trading journal using ChatGPT Codex. Thoughts and comments? PS: Numbers are made up, you can ignore them.
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Mayur
Mayur@RahulSharm64124·
@gurjota In some of the previous post yourself were advocating to invest in US markets and showing how Indian markets have underperformed
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Gurjot Ahluwalia
Gurjot Ahluwalia@gurjota·
Anyone who's making a strong case for "global investing" especially via US markets to Indian investors at current valuations is doing them a huge disservice. The US markets have already delivered very good returns and at 31x P/E, are trading at the most expensive valuations since 2001 (dot com bubble) and 2008 (GFC). So many veteran investors (Warren Buffett, Howard Marks, Paul Tudor Jones) have advised caution currently but we seem to have some snake oil salesmen who want to induce FOMO inside Indian investors. Nobody, including me, knows where markets will go from here, but just ask yourself this simple question - "Is the risk reward in your favor if you invest at current valuations?"
Gurjot Ahluwalia tweet media
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Mayur
Mayur@RahulSharm64124·
@rgopinathmedic1 Please elaborate. What happened? I see rsi showing undervalued, so giftnifty will go up??
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R.GOPINATH
R.GOPINATH@rgopinathmedic1·
Finished 😀 Mudinch 😄
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Mayur
Mayur@RahulSharm64124·
@sand9030 First can you explain your strategy?
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sandeep
sandeep@sand9030·
@RahulSharm64124 If u r new go to youtube and find all strategy and take premium of opstra 1500 per month try everything without losing any amount
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aksh
aksh@klshs53420176·
@gurjota Is it Dubai or India? Hope it's India, want to buy a property.
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Gurjot Ahluwalia
Gurjot Ahluwalia@gurjota·
China's residential property prices have crashed to the same levels as of 2005, more than 20 years back. I hope you know which country this is likely to repeat in.
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Soumyadeep P.
Soumyadeep P.@investwithpaul·
@RahulSharm64124 Yeah Yeahh bro😅 what I'm saying is just an observation that in Q2 2024, FIIs exited Cyient DLM heavily.. and after that it massively crashed. I've seen this pattern happen a lot.
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Soumyadeep P.
Soumyadeep P.@investwithpaul·
FIIs have reduced their stake in these companies. I've found FIIs to be much more accurate. There are many companies where once FIIs leave, the stock falls a lot of stagnates. Eg - CYIENT DLM So, bookmark 🔖 it and study these companies next - 1. Eternal 2. Cholamandalam Finance 3. Newgen Software 4. Aptus Value Housing Finance
Soumyadeep P. tweet media
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Mayur
Mayur@RahulSharm64124·
@gurjota Why not Dhan?
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Gurjot Ahluwalia
Gurjot Ahluwalia@gurjota·
I will be using IIFL going forward, apart from Kotak. Zerodha will remain for investing. Based on my calculations and style of trading, my brokerage related costs and tax should reduce by 55-75% for FY27.
Mayur Gupta@TheMayurGuptaJi

@gurjota Don't forget to reveal the name of your New Broker. I am also planning to shift. Thanks in advance. 😊🩷

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Mayur
Mayur@RahulSharm64124·
@gurjota Weak sport. Table tennis is closest and 100x better, 100x body parts coordination, sweat, faster, harsher, requires huge practice and perfection. PS: I started pickle ball court in my town.
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Mayur
Mayur@RahulSharm64124·
@gurjota @TheStockBox1 Because people are unable to decide what does “yea” or “no” means , because the question is not formed correctly, rather than yes no as option you should have given one option as “honda city” and other as “other better/nice/expensive cars”
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Gurjot Ahluwalia
Gurjot Ahluwalia@gurjota·
@TheStockBox1 Wow! You're so intelligent and this is such a stupid question. Then please tell me how this STUPID poll ends, because after 44 responses it is split right down to the middle!
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Gurjot Ahluwalia
Gurjot Ahluwalia@gurjota·
Assume you have $1 million or ~10cr of financial/ investable assets. You have absolutely zero debt and your own house. You like driving yourself and you must buy a car. Will your primary car be something like Honda City or another car with a similar/cheaper price?
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Mayur
Mayur@RahulSharm64124·
@gurjota Sir context/reference to dete jao. Koi link bhi kaafi he
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Gurjot Ahluwalia
Gurjot Ahluwalia@gurjota·
The carefully crafted image of Noida has melted in 36 hours.
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Mayur
Mayur@RahulSharm64124·
@rgopinathmedic1 But market is bullish? What was your thinking and reasoning behind this trade?
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R.GOPINATH
R.GOPINATH@rgopinathmedic1·
How many individuals trolled me yesterday? View the results now.😂 My advice is to stop trolling others and see how they make money 🙏
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Mayur
Mayur@RahulSharm64124·
@SamitVartak The only positive example in above image is of Covid rest 2011 20 12, 2013 are negative examples
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Samit Vartak CFA
Samit Vartak CFA@SamitVartak·
P/B ratio has historically been a more reliable and stable valuation metric for predicting future returns compared to alternatives such as P/E or EV/EBITDA. I had demonstrated this through correlation analysis in an earlier investor memo. The chart below tracks the P/B ratio (blue line) of the Nifty Smallcap 100 Index against the 25th percentile of its trailing 5-year P/B range (orange line). In simple terms, when the blue line falls below the orange line, the current valuation is in the lowest quartile of the past five years. Since P/B is broadly proportional to ROE, the structural improvement in index ROE—from ~8–12% in the previous decade to ~15% currently—has led to a gradual upward shift in the orange line over time. Notably, for the first time since the COVID crash, the current P/B has moved below this 25th percentile threshold. Historically, similar instances—during the 2011–2013 downturn, Q1 2016 correction, and the COVID crash—have been followed by strong returns over the subsequent 1–3 years. This does not imply that markets have bottomed, nor does it guarantee short-term gains. In an event-driven environment, especially with geopolitical risks such as an escalation in war, markets could decline further by 10–20%. However, what can be said with a reasonably high degree of confidence is that forward-looking returns over a 1–3 year horizon from such valuation levels have historically been better than average.
Samit Vartak CFA tweet media
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