I write about equity, personal finance, money hacks and my hobbies. Targeting Financial Freedom by 2025. *All opinions are my own, Likes & RTs ≠ Endorsements*linktr.ee/gurjotahluwalia Not a SEBI Registered AdvisorJoined May 2009
Both HDFC and Kotak Bank are now available at 2.5x trailing price to book.
In my view, there are only 2 possibilities from here:
1. India will never become a 5 trillion economy
or
2. Both HDFC and Kotak will do very well for shareholders
Take your pick!
"Stocks bottom out on bad news and top out on good news"
Once the market prices in this RBI action, I expect a lasting bottom on Kotak Mahindra Bank for next 3-5 years.
Call me biased but this is mostly a non event (especially credit cards) looking at bigger picture.
Good attempt at trolling me. HDFC Bank is my top allocation and Kotak Bank is my 3rd highest allocation.
Now open your eyes wide open and look at the below chart.
Tell me which major index is my portfolio underperforming against or what lifelong pain I must be suffering from?
Good attempt at trolling me. HDFC Bank is my top allocation and Kotak Bank is my 3rd highest allocation.
Now open your eyes wide open and look at the below chart.
Tell me which major index is my portfolio underperforming against or what lifelong pain I must be suffering from? https://t.co/DfCQ6vaeek
When stocks run much ahead of their fundamentals, not even a big bull market will save you!
Insane underperformance from Tesla since the last US bear market bottom in 2022!
This is the life of the average hard working Indian because there are more than a billion of us.
The same hard working person will likely do very well abroad.
Our population is both our strength and our weakness.
Some retail investors believe, just loading their PF with small and micro caps will automatically make them rich.
Please understand only buying high growth small and micro caps with honest management at reasonable / cheap valuation will create wealth for you.
It's not so easy!
“Think twenty times before buying a stock, and think fifty times before selling a stock.” Rakesh Jhunjhunwala
P.s- The quote has deep meaning- if you buy wrongly, you may lose 1X, if you sell wrongly, you may lose multiple times.
Both TCS and Infosys have identical growth rates in the last 5-10 years.
Then why does the market give a much higher valuation to TCS (30x) vs Infosys (22x)?
1. TCS has better capital efficiency, almost double the ROCE and ROE
2. TCS is delivering the same growth at a bigger…
Why investors should not have highly concentrated portfolios!
Retail investors are only fooling themselves if they believe they have a magic formula to identify good businesses just by meeting company management or plant visit.
Brilliant articulation from @Iamsamirarora
Q4 results of ICICI Securities make it crystal clear how minority shareholders are being cheated!
A company which has multiplied it's EPS by 3x in 6 years since IPO, has been voted for delisting with less than 40% stock price returns to shareholders.
Q4 results of ICICI Securities make it crystal clear how minority shareholders are being cheated!
A company which has multiplied it's EPS by 3x in 6 years since IPO, has been voted for delisting with less than 40% stock price returns to shareholders.
200K Followers 349 Following🏛Seeking wisdom in the Indian Stock Markets. Nothing should be considered as investment advice to buy or sell| Education|SEBI Registered RA|SOIC Intel Research
142K Followers 224 FollowingAuthor of Framing Business Uncertainty
Available worldwide on Amazon
Probability-Payoff | Optionality
https://t.co/ig1mlRoyCO
55K Followers 139 FollowingLong term investor(since 1994-95), Life long learner, Sports enthusiast, Book lover and Co-Founder and Chief Investment Officer,
Seers Fund Management Pvt. LTD.
48K Followers 127 FollowingTeam of students to share the true knowledge of market, no paid seminar, no intraday &options ..pure investment and sharing knowledge only... (MBA-FINANCE)
35K Followers 2K FollowingReading 📖. You don't have to remember the truth. Intl Chess player.Discipline is the key in trading . Pyramiding .Skydiving .Sapiosexual , Shark 🦈 cage diving
9 Followers 55 FollowingProtect the Rights of Women!
Save Children from Institutional Harassment, Paedophilia, Forced Marriages.
Stop Radicalization of Youth in Afghanistan!
200K Followers 349 Following🏛Seeking wisdom in the Indian Stock Markets. Nothing should be considered as investment advice to buy or sell| Education|SEBI Registered RA|SOIC Intel Research
142K Followers 224 FollowingAuthor of Framing Business Uncertainty
Available worldwide on Amazon
Probability-Payoff | Optionality
https://t.co/ig1mlRoyCO
70K Followers 1K FollowingAbsorb, process, evolve, grow, enjoy the journey! No stock tips here, not SEBI registered. Passionate Birder, Conservationist and Jungle lover
Pics are all mine
79K Followers 579 FollowingSharing things I’m learning through Twitter. Building habits to create a new identity as a passive investor. Get 1% better everyday. Mostly inactive on markets.
55K Followers 139 FollowingLong term investor(since 1994-95), Life long learner, Sports enthusiast, Book lover and Co-Founder and Chief Investment Officer,
Seers Fund Management Pvt. LTD.
120K Followers 42 FollowingSeasoned Entrepreneur With 40+ Years Of Stock Market Experience. Data-Analysis-Compilation. SEBI Unregistered. Data Speak Louder Than Words. All Free.
30K Followers 0 FollowingInvestor, Learner, Reader.
Founder of #Equity #Advisory https://t.co/osyRLrhH5b &
https://t.co/DgyeBHCo3a
Moderator of ValuePickr Forum
Free Newsletter: https://t.co/y56QdaRVz7
60K Followers 164 Following💎Long-term Investing Ideas on Current Topics💎Sector Growth Insights, Compounding Knowledge, Investor with Conservative & Enterprising Portfolio India & US
40K Followers 18 FollowingCA by profession, Investor by passion. Love to explore opportunities in microcaps & startups.
Firm believer in India growth story. Not a SEBI registered advisor
48K Followers 127 FollowingTeam of students to share the true knowledge of market, no paid seminar, no intraday &options ..pure investment and sharing knowledge only... (MBA-FINANCE)
311K Followers 2 FollowingEntertainment Purpose|NEWS|DM Me For Submission/Removal #1 Source For Satire Combat Sports Video/Kaleshh News||Do follow @saucedindians for more
38K Followers 54 Followinga deep-dive journalism collaborative.
in many languages and mediums. without fear.
email: [email protected]
secure email: [email protected]
11K Followers 1 FollowingSold Tea. Begged for 35 Years. Visited Himalayas often. Went to US. Used Email and Digital Camera by Time Travel. Ahh wait did Entire Political Science too.
283 Followers 229 FollowingShe/Her/24
Data Analytics @PwC. Survived @DelhiSchoolofEC and @SSCBS. Usually found on her bed with terrible posture and a snack.
Views are personal.
27K Followers 269 FollowingJournalist from Punjab, contributing to @propunjabtv Proud Father & Husband - Tweets are personal Instagram - journalistgagandeepsingh
5K Followers 534 FollowingObsessed with equities | FMS Delhi | Tata Administrative Services | Air India | Ex Tata Consumer | Ex Ministry of Jal Shakti, Govt of India
8K Followers 348 Following24 | Investor | Co-Founder @PrudentParrot
I write on stocks, human psychology and behaviour.
Helping people on the way to become Financially Independent!
9K Followers 11 FollowingSound Research. Independent Ideas. Compounding Returns. All posts are for learning and educational purposes. SEBI registered RA INH0000**446.
13K Followers 1K FollowingBlogger,Fund Manager,Hotelier,Golfer,Stoic
i believe that sarcasm is the Soul of Wit - If incomprehensible pls unfollow.
MRG CAPITAL https://t.co/z329hng85d
277K Followers 210 FollowingTrader | Trading Psychology Coach | Meditation Teacher |
I tweet on probabilistic thinking and emotional management in trading |
18+ years in the market
111K Followers 27 FollowingFibonacci Trader using the 618 to maximize risk reward. Futures and Options focused! $SPY #ES_F
https://t.co/Kleqjy4Zbo • @TWarzprivate
Not Financial Advice
278K Followers 99 FollowingHelping you to trade effectively, without getting lost in your emotions. Discussing trading from the psychological aspect to the pure technical concepts.
2K Followers 364 FollowingI have a constellation on my face | Marathoner • Dancer • Fitness | Crew @adidasrunning | POP @RapyutaRobotics | Prev @healthifyme @workatflipkart
No recent Favorites. New Favorites will appear here.