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Margin of safety is a lifesaver in Equity Profile
Margin of safety is a lifesaver in Equity

@Sudh_Luv4Equity

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Following
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In and out of mtks since 2006. Dont take my stock related tweets as recoms. Not qualified to give any fin advice.Twitter is my personal dairy to put down notes.

Hyderabad, India
Joined August 2015
Don't wanna be here? Send us removal request.
@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
3 years
I was alive to see this. I m 39 and i m pinning this to show this to my kid when he grows up. Stock down 35 pc and is up 50 pc plus intraday. #AdaniEnt. Nothing to do with what i think. The sheer scale of moves. wow
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
8 hours
Charts of a 70k cr mcap company.
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@grok
Grok
1 day
Join millions who have switched to Grok.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
15 hours
RT @bespokeinvest: Every 1% move in NVIDIA $NVDA represents about $44 billion in market cap, or basically one Ford $F or Target $TGT.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
1 day
Same here. someday we will have more mutual fund schemes than listed stocks. More people are into managing money than running businesses. Because it's easy money. No capex needed, simply buy random 50-60 stocks basket, underperform nifty and still become wealthy.
@KobeissiLetter
The Kobeissi Letter
2 days
This is historic: . The number of ETFs has surpassed the number of individual stocks for the first time in history. There are now over 4,300 ETFs, roughly 100 more than the 4,200 US-listed companies. The number of ETFs has doubled over the last 8 years. Year-to-date, 640
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
1 day
If you have worked with European teams and Americans, the stark difference you would see is Europeans don't compromise on their well being or personal time. Americans, thanks to fellow Indians were pushed into culture of working OT and apologising for taking a day off. Wouldn't.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
1 day
News of limiting H1B and making it impossible for fresh ones from US admin may end up having extra ordinary second order positive effects for India - strong GCC presence, higher salaries, more IT offshoring, healthy mix of knowledge base in India, RnD spend push to India. .
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
1 day
Do you remember when you joined X? I do! #MyXAnniversary . May not have added much value to others but added humungous values to myself being on X and following the right people on X. Don't follow my stock views but follow the 49 X handles i follow.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
2 days
NuwamaWealth was a fine piece of edelweiss business which is now listed separately. It's well run too. Before u jump in along with abakkus and carnelian investments, know ur risks. There is a lot they know and u don't know.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
2 days
Bro at a stage, where if there isn't any war to stop, would cause one and then stop it.
@RpsAgainstTrump
Republicans against Trump
3 days
Trump: “We've stopped 7 wars, and really the number is actually 10. We're not including a couple. We’re not including there what we did with Iran stopping their nuclear plan”. Beyond parody.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
3 days
#Dabur at 520 since 2020. Why would one think anything would change even from here. Topline growth in most of the FMCG is low single digit. Consumption revival not easy.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
3 days
18 months of congestion with no returns in Sundaram finance. For a decent sized big cap the stock moves resonate a smallcap. Usually 3-4-5 up and down pc for no reason. Sundaram finance is one of the favourites of many erstwhile veteran investors.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
3 days
If u r already been investing in US markets , great enjoy the fruits. But if u are a fresh investor, I honestly think it's not a great time for fresh money. Optics says fed will cut rates so own assets. But there is this eery feeling somewhere, something would break.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
3 days
RT @a_basumallick: By treating packaged water as a high-risk product requiring mandatory inspections and regular audits, FSSAI is prioritiz….
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
4 days
#Nykaa hit a new 52 week high today and 230 is a level not seen since sep 2022.
@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
9 days
Nykaa ko humesha yehi level pe bukhaar aati he. Will it break this time?
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
4 days
#ACE 940 support is built with ultratech cement since Jan 2024. Don't know the reasons of the optimism today. But 920-940 seems to be a strong support. Good volumes today too.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
4 days
My 2 cents - Nothing demoralizes a human than being looked down on. Thanks to racism across the globe, no matter how much u achieved in life ,be it money or status or goodwill u will be looked down upon just purely to protect local interests. Nothing else matters to me.
@Amritanjali16
Amritanjali
6 days
Share one reason to stay in India, apart from being close to family or the benefit of affordable labor.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
4 days
I meant not a good use case to hold their smallcase anymore. Why u pay up higher fees and ur entire portfolio will be in open via MF disclosure. What exactly would u gain holding their smallcase. Not many stocks in momentum either that they have separate set between these two.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
4 days
So basically asking retail to chose mutual fund for better taxation but same momentum thesis across smallcase and MF. Not a good use case. Quant and a few MF s are pushing the limits on no taxation within MF hence we ll churn as much as we like every quarter/month.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
4 days
Joggers and pedestrians
@Nigel__DSouza
Nigel D'Souza
5 days
999 Units. 135 Seconds. ₹270 Crores. The Mahindra BE 6 Batman Edition sold out in just 135 seconds today, that’s nearly ₹2 Crore per second.
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
5 days
RT @KobeissiLetter: The last time the Fed cut rates into rising inflation was in the 1970s. While we are NOT calling for a 1970s-style reb….
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@Sudh_Luv4Equity
Margin of safety is a lifesaver in Equity
5 days
Carysil too might be in the danger zone.
@Stocktwits
Stocktwits
6 days
Furniture stocks are dumping on President Trump’s recent post on Truth Social:. $W $RH
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