utsav shrivastava

@lalitinvestor Agree

A troubling pattern keeps repeating in the markets: the broking arm of a group issues a bullish report and within days the fund arm of the same group quietly sells the stock. At this point, we really can’t hide behind the “Chinese Wall” argument. Given how things work today, the risk of coordinated timing is simply too high to ignore. We see this even more clearly with new age tech companies. As anchor lock-ins expire, a BRLM or the group’s fund arm suddenly releases a positive report only to dump the stock soon after. This kind of behaviour actively undermines market trust and leaves retail investors exposed. If nothing else, SEBI should enforce a mandatory cool-off period of 1 to 2 months between issuing research reports and executing such sale by any related entity. It’s time this gap was closed. Investor confidence depends on it.

@GovindIstOdraza 3

Be honest, which opening duo is better for the Indian T20I side. 1. Abhishek Sharma - Sanju Samson 2. Abhishek Sharma - Shubman Gill 3. Abhishek Sharma - Yashasvi Jaiswal

Here’s my simple view - prolonged conventional conflict loses significance after a time . Like Russia Ukraine. Like isreal hamas. - ⁠the only big thing which can happen is nuclear war - ⁠if one side fires a nuclear weapon, within minutes the world will get aligned into 2 grps, both firing nuclear weapons at each other - ⁠in that case humans will cease to exist - ⁠so we have nothing to worry. Either wars become irrelevant or we don’t exist - ⁠so we shouldn’t do any action on our portfolios - ⁠unless u figure out a way to carry bank accounts and not demat credits to the next life

Dont just write jai hind on x and think you have contributed. Pay your taxes on time. Live your lives with integrity. Dont break any laws. Respect women and all castes. Do the right thing even when no one is looking. Be the indian worth fighting for 😊

Scrolled through a lot of crap throughout the day to finally end the day with some sane words from @utsav1711. 💯

Reminds me of one of my body parts 🤪

They shd rename it biogone !

Exchanges shd scrap all asm esm gsm and just launch a new measure called bdsm 🤣

Equity is still the cheapest way to make white money Lets be happy with that !

The only true gift u can leave your next generation is shares in your demat

Mcap/pat Done Mcap/revenue Done Mcap/order book Done Only metric now pending is Mcap/vision 😎

Rules for trading/investing 1. While buying on leverage, try not to lose big 2. While buying with own funds, try to win big

@lalitinvestor Well said Lalit bhai

Dear Kotak Institutional Desk, I recently came across your note titled "On frogs, pigs, vultures (and apes)," and I must say, your creativity with analogies is truly something to behold. It's almost as if Dr. Seuss decided to moonlight in market commentary. However, while entertaining, the depiction of retail investors and market participants as “frogs,” “pigs,” “vultures,” and “apes” seems a bit over the top, don't you think? Your attempt at humor by suggesting no egos were bruised in the making of this content is noted. But let's be honest, the jungle isn't a place for egos, nor should it be a place for such condescending characterizations. Retail investors, or should I say the noble 'frogs,' 'pigs,' 'vultures,' and 'apes,' contribute significantly to market dynamics. They bring in much-needed liquidity, diverse perspectives, and resilience. Interestingly, your note highlights a rather pessimistic view of the markets over the last 12 months. While a healthy dose of skepticism is essential, constant negativity isn't particularly constructive. Retail investors are far from oblivious; they're actively engaging, learning, and adapting. They might not be jumping out of boiling water, but they certainly aren't basking in ignorance. It seems a tad ironic that while disparaging retail investors, you confidently assure us of your superior understanding and outlook. Yet, your cautionary tales of doom and gloom have done little more than raise eyebrows. Perhaps it's time to consider a more balanced approach that respects the intelligence and contributions of all market participants. After all, the market isn't just a magical pond with frogs and pigs; it's a complex ecosystem where every player, big or small, plays a vital role. Retail investors aren't here for monkey business; they are as invested in the market's health and growth as any other participant. Looking forward to a more inclusive and respectful discourse in your future communications. Sincerely, A Retail Investor

@CahtulC And shorters will have to sell their underwear to pay mtm tomm if modi comes Net net : 2nd hand underwear traders ki chaandi hone waali hai !!

Market saab ka chutia kaat rahi hai🐞🐞 People on margin buying will have to sell their underwears to pay brokers if Modi donot come ☠️☠️☠️

@SJAIN_40b @ValueResearch Haha i didn’t even know this 😊

@vipul_mak Nice post Vipul. Although as an existing shareholder i would have liked this to remain unknown for longer !

@ShrivallbhaLad1 Agro commodities will do well. India will feed the world. And this can’t be disrupted by AI etc

@utsav1711 Well said bhai, welcome back after long time on twitter,your call on capital goods sector in 2020 is perfect given Very high Returns, Now is it time to accumlate pharma, chemical & metal & agro commodities? Your view is important, you are gem in forcasting future trends boss..

Most of the people who got caught on the wrong foot in this fall…were those who were buying for the current rally/bull mkt. The time to buy for this rally was 2 years back. Now we shd focus on buying cos which are reasonably priced and the numbers will come in fy26 and beyond. We will get enough opportunities to build our position. And if we don’t have any thesis on future numbers, then we must stay away from the stock anyways 😊

@tanishkhivasara Cos shdnt be talking mcap in the first place

Met few SME defence companies yesterday, companies are now only talking about growing their Mcap by 10x but wait what is revenue growth, margins, sustainable business model? Insane bull market!