Bhupendra Tiwary, CFA

2.8K posts

Bhupendra Tiwary, CFA

Bhupendra Tiwary, CFA

@bhupendra_

Father, Equity Analyst, Believer, Value Investing student, Music & Cricket Fan and Sleep Lover..

Mumbai, India Katılım Nisan 2009
165 Takip Edilen359 Takipçiler
Kaviiiii
Kaviiiii@politic002·
"Don’t allow yesterday to dominate tomorrow." Life and market lesson series by @DC_aryavarta Sir
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Bhupendra Tiwary, CFA
Bhupendra Tiwary, CFA@bhupendra_·
Indian Equity market right now (or maybe since last one year) feels like a Christopher Nolan film — everyone’s pretending they understand what’s happening, but deep down we’re all just hoping the ending is profitable
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Bhupendra Tiwary, CFA
Bhupendra Tiwary, CFA@bhupendra_·
Apparently @imjadeja needs cricket lessons by Gabbar, who is “I know it all”.. Life me bat nai uthaya hoga aur gyan de rahe World Cup winning players and arguably among the top all rounder ko .. Go and search how “batting avg minus bowling avg” metric sets Jaddu apart in tests
Gabbar@GabbbarSingh

Sorry Jadeja, that’s why Ben stokes is a better alrounder, he knows how to pace the innings. With 20s to get, he should have gone after Bashir, you cannot expect no. 10 & 11 to bat for 40 overs with you with a 4th ball single approach. Great effort, but it’s still a loss.

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Sourav
Sourav@Dutta_Souravd·
My technical reading of the market for the next 6 months: Nifty +30% Midcap +50% Smallcaps +80% A big sized crash will follow after that. This is what I am prepared for now.
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Bhupendra Tiwary, CFA
Bhupendra Tiwary, CFA@bhupendra_·
@contrarianEPS What’s your take on most talked about theme of Railways and Renewables ? Has the correction largely been done and we have less/no flab now ?
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Contrarian EPS
Contrarian EPS@contrarianEPS·
Ask me anything for next 30mins no recommendations no advice
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Bhupendra Tiwary, CFA
Bhupendra Tiwary, CFA@bhupendra_·
@sharma_akanksha Not an expert .. Looks like 1.0 ka duet version.. tempo in interlude was rushed up more so because two artist were adjusting .. I would always prefer listening version 1 followed by Arijit version rather than this 3.0. I confess these two are my most favourite current singers
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Abhishek Murarka 💹🐂
Abhishek Murarka 💹🐂@abhymurarka·
In a bull market P/E = Price to Emotion ratio In a bear market P/E = Price to Evidence ratio
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Tennis Channel
Tennis Channel@TennisChannel·
This is a MUST WATCH. 😭 Watch highlights from @rogerfederer’s Dartmouth Commencement speech. (via @dartmouth)
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Bhupendra Tiwary, CFA
Bhupendra Tiwary, CFA@bhupendra_·
@Airtel_Presence this is unfair and lack of professionalism. Please do not put your customers into a situation that you end you losing even future business.
ROHIT MISHRA@ROHITMI20512464

@raviraushan13 @Airtel_Presence @jagograhakjago @GoI_MeitY "I've been waiting for resolution on my concern for 7 days now, but I haven't received any accountability from your side. It's disheartening to see that your agents seem to be passing time during our calls, and my ticket ID#10415277088 was closed without a resolution.

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Bhupendra Tiwary, CFA
Bhupendra Tiwary, CFA@bhupendra_·
@abhymurarka Other way around, confidence is higher on batting and earlier batting had less confidence against Pakistani attack and pressure in chasing. This team can chase anything #INDvsPAK
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Bhupendra Tiwary, CFA
Bhupendra Tiwary, CFA@bhupendra_·
It’s the time of the year again when we file our tax returns. And I wonder where the tax contribution goes because all I see is broken cities infra in the monsoon रास्ते में खड्डे नही खड्डो में रास्ते हैं !
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Bhupendra Tiwary, CFA
Bhupendra Tiwary, CFA@bhupendra_·
@sahil_vi DLF total debt (including rental assets) was US$ 4 bn in FY17 (reported together then). Devco (resi) was close to US$ 1 bn or slightly more then.That has turned zero now. Rentco debt is still 18k crore now.
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Sahil Sharma
Sahil Sharma@sahil_vi·
It was very surprising for me to learn that dlf has now reduced debt levels from around 4B$ in 2017 to net debt free now What a turn around Concall was primarily on Andheri West project that dlf is doing to enter MMR market:400 cr for 51% stake in spv youtu.be/dZ8KgaE0jXY
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Abhishek Murarka 💹🐂
Abhishek Murarka 💹🐂@abhymurarka·
Reliance Retail now makes 6x revenue compared to DMart. Q1FY24 Revenue: Reliance Retail: 69,962 crore Dmart: 11,865 crore EBITDA Margin: Reliance Retail: 7.4% (vs 6.6% yoy) Dmart: 8.72% (vs 10.04% yoy)
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Buggy Human
Buggy Human@SridharanAnand·
This is harsh but has to be told. If there's a stray incident of bad governance in portfolio, investor is victim. If there's a pattern of bad governance in portfolio, investor is accomplice.
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Bhupendra Tiwary, CFA
Bhupendra Tiwary, CFA@bhupendra_·
@abhymurarka Try Tiwaris at Juhu/Kandivali/Sion or Worli.. although won’t get that Kolkata wala crispy taste but close to it .. Gangour in Juhu also serves it .. There’s Via Kolkata outlet which does it
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Abhishek Murarka 💹🐂
Abhishek Murarka 💹🐂@abhymurarka·
Which places in Mumbai serve the best kachori sabzi? Visual cue, looking for this
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Bhupendra Tiwary, CFA
Bhupendra Tiwary, CFA@bhupendra_·
@thevirdas Happiest birthday Vir.. May you live long enough to encircle the world many more times with a new special every time you do it 😂
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Vir Das
Vir Das@thevirdas·
Thank you 🙏❤️ for the wishes. And for the world.
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Roger Federer
Roger Federer@rogerfederer·
It’s been awhile! Doing an #AskRF in around 90 minutes at 8pm CET. Drop your questions here!🤨⬇️
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Chirag Shah
Chirag Shah@uniquestallion·
@LearningEleven The research analyst team has been doing this for the last 5 yrs and now getting recognise …. Thanks 🙏🏼
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