Gaurav Sharma

232 posts

Gaurav Sharma banner
Gaurav Sharma

Gaurav Sharma

@shgauraav

Asset Allocator | Real Estate | Equity | Commodities Building @jpmkoverseas

New Delhi, India Katılım Mayıs 2014
3.5K Takip Edilen455 Takipçiler
Gaurav Sharma
Gaurav Sharma@shgauraav·
@MohindruDev @Panks_Arora It’s better to live in low rise than to live in poorly maintained high rise. I know people who have invested in such high rises and struggling daily in their life. Good location and DLF level projects will always have premium in the market
English
0
0
0
18
Kapil Dev Mohindru
Kapil Dev Mohindru@MohindruDev·
@shgauraav @Panks_Arora On high rise also I can give at least 50 options where 3bhk is there at 2 crs in gurgaon. But people want to buy good location, dlf project, high rise, luxury flats. Bhul zao.
English
1
0
0
78
Pankaj Arora 🇮🇳
Pankaj Arora 🇮🇳@Panks_Arora·
Can’t afford a 3BHK in Gurgaon anymore even ₹2 crore doesn’t feel enough. 🏙️ House prices are too high, and rents are getting worse every year. Forget DLF, even areas like Manesar are becoming expensive. Tried renting too still very costly. Living in Noida and spending 5–6 hours daily in traffic. 😩 NH8 jams, tolls, long drives, and daily stress are mentally exhausting. Feels like Gurgaon is no longer made for middle-class families. 💔 #Gurgaon #RealEstate
English
54
14
188
48.8K
Gaurav Sharma
Gaurav Sharma@shgauraav·
@MohindruDev @Panks_Arora Exactly I was about to write same, people want to live in high rises, thinking that’s the only option in the city to live.
English
1
0
0
13
Kapil Dev Mohindru
Kapil Dev Mohindru@MohindruDev·
@Panks_Arora Lot of low rise flats are available at 2 crs budget on 280 sq yard plot, gated community 3bhk in good locations of gurgaon. What do you want. Not suitable.
English
1
0
1
287
Gaurav Sharma
Gaurav Sharma@shgauraav·
We need better connectivity across NCR, business people are always travelling for work and these routes help in productivity and which ultimately leads to the increase in revenue!
Gurmeet Chadha@connectgurmeet

Went from noida to Sonipat to meet some rice mill, auto components owners, had lunch at Murthal and came back .. end to end took 4 hours. (Old days minimum 7 hours) Our roads and expressways are now amongst the best. Economy which moves faster grows faster !!

English
0
0
2
65
Gaurav Sharma
Gaurav Sharma@shgauraav·
Learned a thing in Geopolitics is timing Matters! When US Secretary Marco Rubio is in India and we are expressing our concern towards the incident in China, this clearly sends the message to them!
Narendra Modi@narendramodi

Saddened by the loss of lives in a mining accident in Shanxi Province in China. On behalf of the people of India, my condolences to President Xi Jinping and the people of China. May the bereaved families find strength in this tragic hour. Praying for the early and safe recovery of all remaining missing persons.

English
0
0
3
84
Alok Jain ⚡
Alok Jain ⚡@WeekendInvestng·
Bhag Milkha Bhag.... USDINR🥲
Alok Jain ⚡ tweet media
Indonesia
36
17
338
33.7K
Gaurav Sharma
Gaurav Sharma@shgauraav·
@SuperDhaasu I was also long on this around April and when the 3-month candle closed above that black line, I added more positions. But I was really worried because silver drawdowns can be just as brutal
English
0
0
0
26
super dhaasu
super dhaasu@SuperDhaasu·
@shgauraav but then you see the 3M chart of silver when it gave a breakout. original chart I shared in April 2024:
super dhaasu tweet media
English
1
0
2
127
super dhaasu
super dhaasu@SuperDhaasu·
Daily hourly candles se baahar nikalke quarterly and yearly candles dekho doston.
super dhaasu@SuperDhaasu

I follow over a thousand people on X, yet almost no one is speaking about the larger patterns unfolding. I guess we’re all myopic (including me) about our 'day job' and the daily gyrations keep us locked on the tomorrow or next week. We forget the fuller latticework, but especially on long weekends like these, it's great to see the years ahead. Put in the hours, draw those magical trendlines...and wait. Kehat Kabir Das, suno bhai: Dheere dheere re mana, dheere sab kuch hoye. Maali seenche sau ghade, ritu aaye phal hoye.

English
2
0
6
893
Gaurav Sharma
Gaurav Sharma@shgauraav·
@SuperDhaasu Get that from your previous posts, person who can short silver and long crude has to be in love with volatility and know how to manage that risk
English
1
0
1
55
Gaurav Sharma
Gaurav Sharma@shgauraav·
@SuperDhaasu I’ve always analyse sectors from 3 months candle then go toward lower time frames 1 month then weekly and have used daily time frames just to check the volatility of a stock if I can hold in the drawdowns or not
English
2
0
1
58
Gaurav Sharma
Gaurav Sharma@shgauraav·
@SuperDhaasu I’ve always analyse sectors from 3 months candle then go toward lower time frames 1 month then weekly and have used daily time frames just to check the volatility of a stock if I can hold in the drawdowns or not
English
0
0
0
37
super dhaasu
super dhaasu@SuperDhaasu·
I follow over a thousand people on X, yet almost no one is speaking about the larger patterns unfolding. I guess we’re all myopic (including me) about our 'day job' and the daily gyrations keep us locked on the tomorrow or next week. We forget the fuller latticework, but especially on long weekends like these, it's great to see the years ahead. Put in the hours, draw those magical trendlines...and wait. Kehat Kabir Das, suno bhai: Dheere dheere re mana, dheere sab kuch hoye. Maali seenche sau ghade, ritu aaye phal hoye.
English
3
1
29
2.8K
Gaurav Sharma
Gaurav Sharma@shgauraav·
@deepakshenoy Main highlight should be the gold loan, how we’re liquidating the gold gains! Do you think business people can be using these for there capital needs?
English
0
0
0
48
Deepak Shenoy
Deepak Shenoy@deepakshenoy·
Credit growth thread: March shows growth in all major areas but the best is industrial credit which has grown at 16% for the first time since 2014! Some recovery in personal loan credit too.
Deepak Shenoy tweet media
English
6
30
142
14.2K
Deepak Shenoy
Deepak Shenoy@deepakshenoy·
In the @CapitalmindMF Flexi Cap Fund last month, I'll post the factsheet notes on the summary of what we own and how it is: We have increased allocations over the month of April, from the 66% in March to around 85% in April:
Deepak Shenoy tweet media
English
13
12
183
36.9K
Gaurav Sharma
Gaurav Sharma@shgauraav·
@kawal279 Nikhil Kamath also mentioned about Founders who can create content and understand how it works will be the biggest advantage over there competitors! How it has helped in your journey as a founder?
English
0
0
8
3.3K
Kawaljeet Singh
Kawaljeet Singh@kawal279·
On the contrary, we have decided to increase our ad spend & create top of the mind recall for people searching North Indian food. Being debt free has its advantages too. We will take a hit on our margins for this FY but when things improve, we will be way ahead of the competition. This has been proven in COVID times, when outlets who cut ad spending lost their edge. Even if the market stagnates or degrows & we maintain our sales, it will a great victory of us as a brand !🫶🚀
Anand Sankar@saybwala

Generally been a 36 month slowdown in the media & entertainment industry in Mumbai. This is going to cause much more pain now.

English
4
3
51
3.9K
Gaurav Sharma
Gaurav Sharma@shgauraav·
We need more export like this is the only solution we’re facing the problem our PM highlighted We have face the reserve currency challenges before yet we neglected earlier IT Companies supported us with the exports but now AI has impacted that and we need to find what goods we can sell and earn foreign currency
English
0
0
0
57
Gaurav Sharma
Gaurav Sharma@shgauraav·
Brookfield India Real Estate Trust own this SEZ they also own Worldmark Delhi, Worldmark Gurgaon, Airtel Centre Gurugram, Candor Techspace in Gurugram, Noida, Kolkata One can have exposure of such asset class through REITs, although they have been outperforming Realty Index itself
Gaurav Sharma tweet media
Noida_Updates@NoidaUpdatesX

Only one SEZ in top 20 IT services exports SEZ from entire North India Even for Noida, there is only sez (Candor) from that too at 19th position in terms of exports Also this Candor SEZ was established in 2008, subsequent SP +BjP govt couldn't establish a bigger one in 20 yrs

English
0
0
3
257
Ole Lehmann
Ole Lehmann@itsolelehmann·
i'm running a live claude cowork workshop for non-technical people on april 22 by the end of the 2 hours, you'll have a fully set up marketing system on your computer that: > produces a full week of content in one sitting, dialed into your voice so it sounds like you on your sharpest day > turns any marketing framework or post into a repeatable skill that claude runs on command for you > builds sales pages in minutes so you stop paying designers and copywriters thousands > schedules tasks to run while you sleep so you wake up to finished drafts, fresh ideas, and updated reports every morning > writes launch emails, newsletters, and sequences using the same frameworks behind my 6-figure product launches all click by click, on your machine, while i do it on mine here's everything that you get: • the full 2-hour live workshop where you build everything in real time • 16 personal skills that i built over 100s of hours for my own business • the complete recording so you can rewatch anytime • a self-paced course version of all the material • access to Claude Marketing OS telegram group this system runs 90% of the marketing behind my 7-figure brand doing 15M+ impressions/month and it's all yours come april 22nd comment "Cowork" and i'll DM you the link
Ole Lehmann tweet media
English
3.1K
107
1.6K
230.5K
Kamal Razzak
Kamal Razzak@kamal_razzak·
I interviewed all of the best creative strategists in the world. @binghott. @iamshackelford. @DenneyDara. @sourfraser. @MatthewGattozzi. @pkennedy93 @thedennis. @harrydelmege_. @heyitsalexP. (thank you so much guys, you're all the best) If you read this document you will be able to become, train, & hire the best advertiser/creative strategist in the world. I promise you that. Hiring and training creative strategists is one of the most expensive mistakes you can make if you get it wrong. So I asked the best in the world: what separates the ones who actually produce winners from everyone else. I wrote it all up in one doc. I put a lot of time into this and there literally 0 AI, just 14 pages of straight sauce. reply "STRAT" and I'll send it over.
Kamal Razzak tweet media
English
1.8K
100
1K
114.7K
Gaurav Sharma
Gaurav Sharma@shgauraav·
@anubhav11march @aaraynsh And also highly cash positive business where one business sell on credit for 30-45 days they are minting cash like a king Delhi is the sourcing king of these products
English
0
0
2
24
Anubhav Mittal
Anubhav Mittal@anubhav11march·
@aaraynsh A segment of such players exist to sell their produce under the name of another brand only to get the premium on the same product A chips factory can sell the same taste and quality at Rs. 10 under ABC brand and for Rs. 20 in lays packaging This is the moat of such setups
English
1
0
2
277
Aaraynsh
Aaraynsh@aaraynsh·
Delhi Police busted a fake Sensodyne Toothpaste factory in Khanjawala. They seized 1,800 filled tubes, 10,000 empty ones, 1,200 packed units, 130 kg of low-quality paste, plus machines to produce all of it. Sensodyne is a premium product. People pay more expecting better quality. Now imagine paying that premium… and getting a cheap, low-grade paste instead. Not just a waste of money. You don’t even know what you’re putting in your mouth. And this isn’t the only case. Recently, fake ENO and other branded food items were also caught. At this point, even paying more doesn’t guarantee quality. You just hope what you’re using is real.
English
27
132
646
26.2K
Gaurav Sharma
Gaurav Sharma@shgauraav·
My father’s friend is running a restaurant in Ambience mall Vasant Kunj paying 35 lakhs a month on rent He was barely making any profit on that now more brands are coming up in that mall business has become more harder. He also had the restaurant in 32nd avenue which is unfortunately closing down as well! One of the toughest business to survive indeed!
English
2
0
21
3.6K
Gaurav Gupta | Realtor
Gaurav Gupta | Realtor@GauravGupta_RE·
Lakhs spent on setting it up, couldn’t survive 12 months. Restaurants and cafes: one of the easiest to romanticise but toughest to sustain. So many of them open, so many disappear!
Gaurav Gupta | Realtor tweet mediaGaurav Gupta | Realtor tweet media
English
30
16
481
67K
Gaurav Sharma
Gaurav Sharma@shgauraav·
@StocksAndStoics Packaging Industry is feeling a lot of heat right now, as a Tin can manufacturer I have been receiving a lot of queries from people wanting to shift to other packaging material.
English
0
0
3
358
Ankit
Ankit@StocksAndStoics·
Polymer prices have continued their march upward. PP, PVC, PE, ABS are now up anywhere between 50-70% in Q4FY26 alone. If these levels sustain, margin pressure across many sectors automobiles, auto components, consumer durable, industrial packaging, FMCG, some construction materials, Textiles (for synthetic based fibers) may start showing up from Q1FY27.
Ankit@StocksAndStoics

Polymer (PP, HDPE, PVC, ABS, etc.) prices are witnessing an unprecedented surge, increasing anywhere between 20-30% in last 10 days. If this sustains, many sectors including automobiles, auto components, consumer durable, packaging, FMCG, some construction materials, Textiles (for synthetic based fibers), etc. could see some near term margin pressure.

English
4
11
95
13.7K
Gaurav Sharma
Gaurav Sharma@shgauraav·
Bihar is witnessing a gradual increase in infrastructure capex, with regular tender activity across connectivity and urban projects. Early signs of a structural shift — anyone bullish on Bihar’s long-term growth story after UP?
Gaurav Sharma tweet mediaGaurav Sharma tweet media
English
0
0
4
136

Keşfet

@MohindruDev @Panks_Arora @WeekendInvestng @SuperDhaasu @deepakshenoy @CapitalmindMF @elonmusk @BarackObama