Rushabh Doshi

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Rushabh Doshi

Rushabh Doshi

@Rushabh_Analyst

Partner at Nirmiti Investment Advisors LLP. CFA Charter holder. Views are personal

Pune, India Katılım Şubat 2019
357 Takip Edilen657 Takipçiler
Rushabh Doshi
Rushabh Doshi@Rushabh_Analyst·
Jitna mere companies ka annual growth hai, usse zyada margin se growth guidance miss hora hai #kaynes
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WealthyDimes
WealthyDimes@WealthyDimes·
Trick to use Swiggy Money balance for Gold/Silver coin purchases • Open Swiggy → “Giftable” section • Search Gold/Silver Coin • Apply code CRAZY125 (eligible users may get extra ₹125 OFF) • Pay using Swiggy Money balance First shared on: whatsapp.com/channel/0029Vb…
WealthyDimes tweet media
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Rushabh Doshi
Rushabh Doshi@Rushabh_Analyst·
@ccg33k Which jeweller gives the best value if you want sell back the gold? What is the cut?
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Deepak Shenoy
Deepak Shenoy@deepakshenoy·
India's done this already with "super profit tax" on petrol exports when we were able to source cheaper crude from Russia. We've had special taxes on "super normal" profits - from lotteries to gambling for ages.
Niraj Shah@niraj_shah

Citizen Dividend!

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Deepak Shenoy
Deepak Shenoy@deepakshenoy·
Bank lending against gold is going up, and is 460,000 crores! It's up 4x in 2 years now. NBFCs lend probably another 250,000 cr. India's monetizing their gold, slowly.
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Rushabh Doshi
Rushabh Doshi@Rushabh_Analyst·
Not owning the brand is one of the biggest risk in FMCG
Mangalam Maloo@blitzkreigm

Jyothy Labs in Focus - Henkel to not renew license for Pril & Fa brands beyond May 31st 2026 - License for Pril & Fa have been with the Co since 2011 - Fa isn’t a material contributor to sales, so no worries But, - Pril is their key brand for Dishwashing Liquids - Dishwashing (Liquids & Bars) account for ~30% of Co’s Sales - Pril could be ~12-15% of their sales Jyothy Labs Stock -50% from peak already #StockMarket #FMCGisLife #JyothyLabs

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Rushabh Doshi
Rushabh Doshi@Rushabh_Analyst·
Bajaj Consumer is India's memory stock (Hint - Almond oil)
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Rushabh Doshi retweetledi
Kamil Ruczynski
Kamil Ruczynski@unable0_·
san francisco in one picture
Kamil Ruczynski tweet media
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Rushabh Doshi
Rushabh Doshi@Rushabh_Analyst·
If you weren't being able to invest in SK Hynix and Samsung Electronics as most foreign brokers don't have South Korea as an option, this is a great alternative. PS - invested in our global fund 🤠
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Rushabh Doshi
Rushabh Doshi@Rushabh_Analyst·
@gurjota As far as they are investing in companies like mcx, sab maaf hai
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Gurjot Ahluwalia
Gurjot Ahluwalia@gurjota·
Kotak Bank making sure no investor ever gets TDS deducted on their dividends.
Gurjot Ahluwalia tweet media
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Sajith Pai
Sajith Pai@sajithpai·
Pulak Prasad, one of the leading public market investors, and known for his lazy investing style (buy great businesses and hold forever) on 'not' using AI thus far. If you narrow your top of funnel through well-thought through signals / proxies such as ROCE (his key filter), and then invest after a lot of primary research (talking to customers / suppliers, management), then AI may not add a lot of value here. [screenshot from a PDF that is floating around featuring listener's notes + Q&A + transcript from a Pulak Prasad talk]
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Rushabh Doshi
Rushabh Doshi@Rushabh_Analyst·
OFSS Rare to see cutting of slack at the corporate level Q1 FY25 to Q4 FY26 (L to R)
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Rushabh Doshi
Rushabh Doshi@Rushabh_Analyst·
Ravi Jaipuria (Promoter of VBL) just said that volume can continue to grow in double digits for next 5-10 years.
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