Vinay Jain

223 posts

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Vinay Jain

Vinay Jain

@mujrosa

Good sense of humor, dirty mind and a beautiful heart. Deadly combination these days. 😆

Bangalore Katılım Şubat 2010
109 Takip Edilen29 Takipçiler
Nithin Kamath
Nithin Kamath@Nithin0dha·
Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.
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Vinay Jain retweetledi
KEDIANOMICS
KEDIANOMICS@kedianomics·
First 500 people who take action can get totally free 2.30 hr webinar costing 2500 with @sushilkedia where is explains every of 50 stocks of #Nifty going to 27000, where each stock is on the cycle. To get this: -Follow us [So we can DM regn link] -Retweet -Nice Replies help
KEDIANOMICS tweet media
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Vinay Jain
Vinay Jain@mujrosa·
@Maaachaaa69 Looks like proper pump n dump stock to me, nothing exceptional about their mobile app OR aero app. 60k are not all active clients. Small 300 CR company, not worth investing, better names like JMF and Edelweiss are doing much better !
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Zafar Macha
Zafar Macha@Maaachaaa69·
A 300 Cr MarketCap Pune based brokerage(E) company caught my attention because of a Hidden Super Investor has Invested in it via Preferential shares at almost market price and have bought from open market also. Same Super Investor has initially invested in a Lucknow based Defense company at similar valuation before covid and company is have give close to 180X return since than. Main naam nahi bataunga ,aap logo ko pata hai ki kya karna hai ? AI prompt use karke ....
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Vinay Jain
Vinay Jain@mujrosa·
@indian_nagrik @GodspeedxD @RailMinIndia Why should it be world class? And are you aware the kind of population and people with filthy mind travels? Always compare orange to orange. Notice the time it took from dest to arrival? No, you will only notice cello tape, wah rey wah !
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Nagrik 🇮🇳
Nagrik 🇮🇳@indian_nagrik·
@GodspeedxD @RailMinIndia The way PM goes for inauguration, it should be world class, no? Why would a PM keep doing it for every new Vande Bharat?
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Nagrik 🇮🇳
Nagrik 🇮🇳@indian_nagrik·
Took the most popularized Vande Bharat train of @RailMinIndia to Patna today. The train is more PR and less substance. Here is a thread about my experience on this train.
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Dr. Tanmay Motiwala
Dr. Tanmay Motiwala@Least_ordinary·
@albinder Why are all the quick commerce handles sharing sales number of condoms? 🤔 To promote safe sex?
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Vinay Jain
Vinay Jain@mujrosa·
@rohaninvestor They wouldn’t be selling it if they are making money themselves, get wisdom buddy!!
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Rohan Das
Rohan Das@rohaninvestor·
Technical analysis feels hard (until you learn this trick). It's definitely worth watching! Save it for later. 📌
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Anisha Jain
Anisha Jain@_anishaj·
83% Downside !!!! GS sees 83% downside in Vodafone Idea. Tgt price at 2.5 Rs !! Path to FCF break-even and market share recovery unclear; Sell Expect FCF to be negative at least until FY31
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Vinay Jain
Vinay Jain@mujrosa·
@dmuthuk Gujarat is at the centre of his mind and heart. Also why are we bidding for Olympics while India has been asking to leave gas subsidy. Are we no more poor country? Who would fund this Olympics, Modi or taxpayer? This govt is no different then earlier regime. Sad but true.
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Muthukrishnan Dhandapani
Muthukrishnan Dhandapani@dmuthuk·
India is planning to bid for 2036 Olympics. Centre is planning to conduct it only in Gujarat. Why not spread it across few cities in different states of India? Huge investments in infrastructure would happen for hosting Olympics. Why not few more states get that benefit? Why all benefits should go only to Gujarat just because it's Prime Minister's home state. As I've been saying, Modi is Prime Minister for all Indians and not only for Gujaratis.
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Pandit Ram Joshi
Pandit Ram Joshi@PanditRamJoshi·
As soon as I started eating like Jains before Sunset my sugar levels became normal. Jainism is not just a religion, it is a life saver, it is the way of life on this earth.
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Vinay Jain
Vinay Jain@mujrosa·
@kuttrapali26 fed will have to PRINT to save Yen else reverse carry will become expensive. Rate cut may come before time
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Ayushi Chky
Ayushi Chky@kuttrapali26·
🇺🇸Fed rate cut due in September Important Alert: 1. Historical data indicates initial rate cuts are always negative for the market. 2. If the Fed surprises and cuts rates before September, it will create a big panic in the market. #Macro
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Vinay Jain
Vinay Jain@mujrosa·
@gemsofbabus_ Hmm, atleast this all got mopped up from coach and did not litter this on railway lines. I’d say we saved some environment, if at all this garbage ends up being recycled.
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Gems
Gems@gemsofbabus_·
Indians in a Nutshell 🇮🇳🫡 🔸Civic Sense [-100/100] 🔸Criticising Govt [1000/100] India - Struggling With Scarcity of Civic Sense. Saying it again, India is a dirty country not because of lack of sanitation service by govt but because of it's citizens.
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Gems tweet mediaGems tweet media
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Vinay Jain
Vinay Jain@mujrosa·
@nsitharaman @EconomicTimes @ET_Wealth I completely agree to this maam, but having the ki d of revenue UPA had, how did they ran so many schemes and maintained so many subsidies while BJP in last two terms have shown inflation going North every single day. Wondering whats been done at taxpayers cost?
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Nirmala Sitharaman
Nirmala Sitharaman@nsitharaman·
In today’s @EconomicTimes supplement @ET_Wealth a chart showing performance reports of ten years of UPA vs NDA. NDA II performance, despite Covid, a global pandemic, is worth noting. In scale, 2008 Global Financial Crisis was less severe.
Nirmala Sitharaman tweet mediaNirmala Sitharaman tweet media
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Vinay Jain
Vinay Jain@mujrosa·
@kedianomics @BMTheEquityDesk Aap acche wala bamboo bhejiye tel pilaya hua jo ghuse kahin se lekin dimag thikane par aaye, akkal abhi bhi nahi aayi hai isliye treatment jor shor se chalu rakhiye ! @kedianomics aapka bahut bahut abhaar, a true lion you are.
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Vinay Jain
Vinay Jain@mujrosa·
@mrmakhal @bhargav_kartik @Iamsamirarora Even if you take it to same jeweller, the replacement value will be much higher than a lab grown. Just wear a lab grown better cut clarity n carat. Not sure why natural is still mined.
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Samir Arora
Samir Arora@Iamsamirarora·
More I think of it more I am convinced that diamonds have been totally disrupted. If lab made diamonds cost 5 pct of real diamonds and u cannot distinguish between them- even in a lab itself they say- why will someone buy the natural diamonds. And even if you still do, how do u know the seller is selling natural or lab made. And who all will u tell that u are wearing real ones.
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Vinay Jain
Vinay Jain@mujrosa·
@Iamsamirarora GIA and IGI are certifications diamond comes with. Point is if rich n middle class carry same diamond why wud rich invest?
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Vinay Jain
Vinay Jain@mujrosa·
@PhalshwalNK Name and shame the 3 Furus. Also, last two years mostly people made money unless someone’s doing options majority of their time and money. Be transparent and name them to save many others.
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LtCdr Naresh Kumar 🇮🇳
LtCdr Naresh Kumar 🇮🇳@PhalshwalNK·
It's painful to know that a friend lost 2 Cr over the last 2 years trading F&O. He took workshops of three very BIG & Famous Furus as well, nothing worked for him. He didn't even disclose to family and friends. Recently, when advised him to file ITR so that he can carry the losses for offset in future, he shared the P&L 😭. Guy is carrying huge burden on his mental health and family well being. Please always share with your family 🙏.
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Vinay Jain
Vinay Jain@mujrosa·
@Iamsamirarora Your posts shd have crisp n clear message and for that please use Hindi as at Bharat not all would understand ur intent but wud go by what print suggests, so print well, use Hindi and u wud see right messaging reach.
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Samir Arora
Samir Arora@Iamsamirarora·
Just to clarify since some are thinking I am bearish and therefore painting a negative scenario. I don't believe this will/can/should happen so I continue with my bullishness. I was only reacting to the original tweet that if taxes are increased, the reaction can be negative to very negative (depending on extent of tax hike). Best long term solution for the market and country will be to not have any capital gains tax hike at all or any change of period etc. and instead gain from higher inflows, higher foreign inflows, more divestments at better prices, more wealth creation for Indians who have started investing recently etc.
Samir Arora@Iamsamirarora

The market will fall so much that you may forget 2008. Foreign investors don't pay any capital gains tax in any country. Indian market has generally been an outperformer but not post taxes if there are 39 pct taxes there and zero everywhere else. Why will non US investors invest in such a high tax regime if capital gains taxes for them to invest in US market - for example- are ZERO. It is a competitive world. And in any case there is no need to do it. Equity culture is taking root and India needs risk capital from all parts of the world.

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