Varad
2.1K posts
Lol. Many AIFs & PMSes charge 2% a YEAR. Not 2% one-time. Plus performance fees of 10-20%.
Also if you're so bullish on India, you should close down your own company's GIFT city AIF. Please have a chat with its fund manager before posting on X.
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Finally crude come into the 70s :-) and in quick time!
Sunil Singhania@SunilBSinghania
Silver took 2 months (nov - dec '25) to move from $50 to $70 and then zoomed to $120. In less than 2 months back to below $70 now. Crude took 2 months (Jan - feb '26) to move from $60 to $70 and then zoomed to $120. Will it follow silver trend and come back below $70?
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@Fallibilist Agreed but not defending IT cos management but thinking more from broader corporate capital allocation strategy level.
For ex- HBL is a business that is structured or thought of atleast that way where they make LT investments in niche companies.
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@varadprm Hence the "bad" in quotes, good Sir, but with their moves so far, I'm less inclined to make the case you make on their behalf.
Also, wouldn't make that argument for ITC at all. Even after divs, they do pretty aggressive M&A/investments in FMCG. (And have nothing to do w/ AI, so)
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Another "bad" way to look at IT cos giving massive dividends is promoter entities / family offices funding (private) cos doing new tech with that cash, listing them later as expensive high growth IPOs, instead of letting existing shareholders benefit by making direct investments
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@Fallibilist Again a very big capital allocation decision...not every cash generation company should be doing that...info edge is an exception to it as the outcome was favorable (until now).
Plus this case could be made for every dividend paying company tbh right from ITC.
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@varadprm Not related to competency. Like sure, the top mgmt isn't cut out but they could pump the capital directly into funds or have funds managed independently or mimic what Info Edge does, clearly they're choosing not to and building those structures privately instead.
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@Sudh_Luv4Equity Valuations should reflect the bad macros or Risks though...unlike 2013 most pockets worthwhile investing are fairly to highly priced today....though agree late March many cos came to very good levels
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Now you know why not many bought stocks in 2013. The macro was even worse and retail stayed away while big guys made heavy bets during those shaky periods.
Golden years to accumulate are the bad years macro wise both inflation and geo risks. Hindsight is beautiful.
Margin of safety is a lifesaver in Equity@Sudh_Luv4Equity
Still believe 2013 was one of the golden year for stock picking. I have stayed out of market during that year. Big miss.
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@Fallibilist Prescription trends coming more from endocrinologist...which might prefer existing OADs over Sema oral and also lower widespread Tirze prescriptions as primary prescription is for diabetes...still early days
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Weak show from generic semaglutide so far, but I kinda also assumed injectables weren't going to trend as hard relative to oral (Torrent was first, DRL launched only late May at Rs. 100-225 a pill, so still early tbf)
Still, hasn't quite penetrated into the culture either, hmm...
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@Fallibilist Usual culprits...some culprits dont call the bottom now they have started peddling global multi baggers
The smart thing is to accept we are the wrong end of a cycle after a stellar bull run and not call tops and bottoms every morning
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@simrat11exp Yeah things can improve but Test cricket will mostly be funded through CFs from T20 cricket...current day and age Tests to make self sustaining economic returns is very very tough
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@MrBsCoffee30 Disagree from what I have observed personally, from people around me.
This cannot upgrade lifestyle without debt is a good excuse but whatever each to it's own career trajectory and personal aspirations and choices.
No one's right or wrong in this till you can afford.
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@varadprm Arey bhai u cannot upgrade lifestyle without debt. You can save to go to Europe great but time is gone in meantime or you can go to Europe and payback in future with interest. You can always pay the money, you cannot get back time
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Based indians.. doing good work, debt is only way for lifestyle upgrade. Socialism of misery hasn't ever worked to help people upgrade their lifestyle
LearningPoint (24x7 Chatterboxes)@learning_pt
Throwing out all wisdom of our ultra frugal ancestors out of the window at the swipe of a credit card
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@MrBsCoffee30 Difference between making money by utilising leverage and using debt to fund consumption lifestyle 2 complete different things.
Not everyone derives pleasure in buying expensive things they can't afford.
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@varadprm good you trade with time in that case. You can't have both. Anyways any ways to make money is to take debt
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@Fallibilist "The level of intellectual honesty will only hit new lows on this app."
Not just this app...even in the industry it's quite low!
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Make a note of all the guys who posted about being right on IT sector yesterday but silent on the fall today. Downgrade them heavily in your mind or even unfollow them.
Absolutely ngmi if you don't. The level of intellectual honesty will only hit new lows on this app.
∱@Fallibilist
Not a single guy who's bullish on IT sector rn explaining their case about why. Just some hand-wavey BS, and avoiding calling it "value trap" because it's 10% off lows now
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Today while travelling via Aqua Line, I was like, this actually seems good
I wanted to tweet about it but then I realised ki Aqua Line mein network hi nahi aata 😃🔫
God save Mumbai bros 🙏🏻
darpan@darpunn
Mumbai metro 😭🤣🔪😃🔫
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I'm so scared to look at my Teams calendar...bc itna Fully packed he ki sutta marne ko milega ya nhi ye bhi pta nhi..
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@allmenmustdyee Obviously there are individual opportunities, but the post was about "indian markets" and pessimism and market rally from here...which on a broader level still isnt cheap
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@varadprm Well in Mumbai you have ambani antilla and dharavi, so the law of averages distorts the entire picture. I do find good value in JM, EDELWEISS, mining, non ferrous, even insurance. Maybe beauty lies in the eye of the beholder or something 🥲
x.com/i/status/20614…
Karan@allmenmustdyee
@dadalife369 Well, don't shoot me, but indian IT is offering good value with 4-5% dividend yields. Coal india is available at 7 pe with 7% dividend. Well there are compelling reasons against them, that is why they're available so cheap. Dabble into some micro caps, you'll find some value.
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Honestly I'm loving all the bad news about indian markets, higher the pessimism, better the prices, greater the discounting of bad future, and little change in the narrative, and voila you have a huge delta and can make life changing money. RJ literally did this across 4 cycles.
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