Abhishek Kumar

So have completed the following books for the year till date.Will keep updating the thread as and when I finish them. 1. Trading in the Zone One of the best books on trading and trading psychology that I have read. The 5 truths of trading discussed have formed an integral part.

@Adam00xx Actually, getting bigger dogs is way more easier than getting those little buggers. I have two large dogs and one small, and it’s the smallest one who is the toughest to catch.

Man lifts his aggressive Shiba Inu like a baby to stop the fight while the woman chases the little white dog. Pure dog walk disaster. 🧐

@formatri2021 nope. Only miles for revenue booking.

@marginalideas did you notice AI express available for miles?

One question for CC Geeks here - If I book air india express flights using air india website and they show the number of points while booking, will i get those tier points/flights credit to my maharaja account?

Finally got the courage to get the hardcover for this one! Gonna be an interesting read again.

What a fantastic read this is turning out to be!

@Outdoctrination What’s the best time to take raw milk? Morning or night? or anytime is fine?

The most incredible healing food on the planet has been BANNED. It is a godsend for digestion, prevents allergies, lowers inflammation and even improves cognition. Why RAW MILK is a superfood:

What’s happening here?

Interestingly, the impact on Natco would be the largest in terms of incremental profits.

Was looking at the companies that will benefit from Ozempic going generic and came up with an interesting list. Been an investor in Natco since some time now. Let's see how this whole segment plays out.

@abhymurarka It’s actually the gas, oil is still okay. Wrote about this in detail - indiafintech.substack.com/p/the-strait-o…

It seems Economist had a change of heart. While Indians are fearing Energy disruptions will severely hurt India, the Economist chief is saying India is relatively insulated.

Here's the source for this data - ideas.repec.org/p/pra/mprapa/1…

Now remember, I have added ALL numbers in 2014 and 2004 to INC to make it unfair to them while ideally it should have been 50/50 given when they were in power in those years. And i have not included the Kargil war, fought when BJP led NDA was in power!

Some data points for all the Dhurandhar fanbois. Here's the table showing terrorist attacks as per the party in power. Note that Congress had absolute power last in 1995. BJP and BJP Led NDA and United front were in power from 1996-2004. 1/n

@abhymurarka People falling in love with Parag would do well if they go and see their history and talk to previous large investors.

When entire Fintwit is fascinated with Parag Milk, the business quality of Hatsun is slowly starting to show.

Actually, always!

@ActusDei We are looking at this space closely. Happy to speak with you as an investor on this.

The battle in finance is not MFD vs RIA, it is platform vs Robo. MFDs have increasingly joined one platform or another - NJ, Prudent, Asset Plus, Z funds, Centricity etc. Platforms offer better commissions & save costs. The challenger? Robo Advisory in the RIA model. Think ET Wealth, Jio etc. Lower costs, fewer humans. A more consistent experience. Who will win? So far platforms have won. Indians like human interaction & trust comes from humans. But AI can change things, possibly. Younger people prefer apps & direct investing. I want to deep dive further into this evolving battle. If you'd like to speak to me as a finance professional or investor, do get in touch.

Moneyview’s DRHP comes after ,multiple regulatory resets. Profitability + improving loss rates + regulatory alignment are the key. I dive deep into this and on evaluating the entire digital lending sector. Link to the full post in comments.

@InvestorOfJAMMU You might like reading this - indiafintech.substack.com/p/indian-banki…

Can't believe Large Private Banks are available at P/B of 2.3x HDFC Bank ICICI Bank Kotak Bank 1 year forward P/B is 1.9😨 Bookmark this tweet. Will repost after 2 years.