Anupam GuptaOvjeren akaunt

@b50

Stock markets, money, and Mumbai. I host the Paisa Vaisa podcast:

Mumbai
Vrijeme pridruživanja: prosinac 2007.

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  1. prije 8 sati

    Alexa, explain 'buy on dip' in one chart. Here's what I found:

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  2. proslijedio/la je Tweet
    prije 11 sati
    Odgovor korisniku/ci
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  3. Ok so City of London is a 3sqkm "city" within Greater London? Maybe like Fort is City of Mumbai within Mumbai. These Brits oof.

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  4. Chandra (Tata Sons) in the FT: "There is a solution to India’s dysfunctional healthcare system"

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  5. Why do these TV anchors talk like they're being chased by vicious dogs?

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  6. proslijedio/la je Tweet
    prije 21 sat
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  7. proslijedio/la je Tweet

    You are not your parents. You are not a school diploma. You are not your credit score. You are not your job. You are not the clothes you wear. You are not the size of your network. You are not your house or neighborhood. You are the sum of your words, choices, and actions.

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  9. This is an appreciation tweet for all the good that social media has done for us. Serious.

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  10. 5. velj

    Yup quite liked For India on . That 26/11 piece was absolutely fucking brilliant. Hit home.

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  11. 5. velj

    Tata Sierra was a classic but the OG? Tata Estate.

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  12. proslijedio/la je Tweet
    5. velj

    Dear Twitterworld ... I’m thrilled and proud to announce that my sister is launching her book in Bombay on 15th Feb. Please come and encourage a young author ... and I’ll be there too and would love to say hi! ( also show some RT love pls)

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  13. 5. velj

    Some columnists are so good, I don't need to their column at all. The headline is enough.

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  14. proslijedio/la je Tweet

    - A thread - Yesterday, when markets were up and are up today, have seen numerous messages as to how has been put to work to prop up the markets and also how Ipo is a risk as their investments need to be sold or they will have to be independent ...

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  15. 5. velj

    12. What does this mean for your equity asset allocation? first, decide stocks or MFs 13. Next how much % in each 14. Finally, how much to allocate between small/mid/large caps 15. Above applies at an SIP level too. Fin

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  16. 5. velj

    10. Don't ever think large caps are too large to grow. A 15% earnings CAGR is possible even with a US$100bn stock. 11. Because of 10, P/Es don't really matter too much, as has shown with some great research.

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  17. 5. velj

    8. Most small/midcaps fizzle out as they grow large. There is literally only one Bajaj Finance 9. SO if you're playing the small/midcap game, calibrate your expectations accordingly

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  18. 5. velj

    5. For many companies, the economy doesn't matter 6. These companies are already growing and you can see that. 7. Perspective: RIL built Jio with some US$20bn+ of capex in the "slowdown"

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  19. 5. velj

    A few things we can reasonably punt on: 1. India will be a US$5tn economy 2. We'll have more than just four (incl LIC) US$100bn stocks 3. Who will be the new entrants to this elite club? Seriously high quality names. 4. So don't stop at "too large" for some stocks today.

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  20. 5. velj

    DMart nearing a US$20bn market cap and whizzing past Wipro. How the times change.

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