The most important learning in the last 3 years of equity investing for me has been to optimise and design portfolio for survival in the long term.
Being broadly correct and moving in the right direction is the long term goal. Allocation,MoS,Valuations all contribute here.
6.6 MW On Grid Solar Power Plant Project for Military Engineer Services Completed.
All plant and equipments used in this project are Made In India. (Contract Conditions).
We generate approx 40,000 units of electricity on good days. 🌞
Where should we donate money? Some guys collected an amount to give it to me,but i feel we should rather donate to an NGO fighting for an important cause.
Please share links.
I do not mind being engaged in a debate, but yeah sly tweeting ,abusing me with your subtweets is a low blow.
Fight abuse,fight inequality,donate to your cause without any bias or prejudice and please take of your shades that portray every man as a perpetrator.
@sidin
Yes.
In my experience most well earning people lock up much of their worth in real estate in India. End up unable to sell or have to distress sell to free up money.
@unseenvalue
We know for a fact that our work has benefited plenty of people in atleast forcing them to think about thesis and anti thesis. Most others just post a chart and analysis is done. We will carry on nonetheless, love from well wishers is stronger than your hate
Got my pair of the Nothing ear (2) yesterday.
Super happy with the high res audio (supports upto 1 mbps bit-rates) and dual-device connectivity.A major upgrade on the ANC and Sound Quality for me. My audio Library sounds way sweeter now.
Thanks and congratulations
@nothing
So, a group of amazing guys came forward, collected some money and donated to this cause.
Bless you guys.
I wish for more kind,generous people to help out.
Peace.
@sahil_vi
Do not miss
Burj khalifa,Dubai mall,Mall of the emirates,Jbr beach walk, sand dune bashing in the desert, ferry in the dubai marina.
Burj al arab - Hugh Tea maybe...marvel of a hotel
Atlantis hotel - water park,water zoo - my favorite water park experience till date.
Great insights into the business of iex currently. Insights into future products and growth as well. It's a meet with ubs analysts.
@itsTarH
sharing if you haven't gone through this already.
@amey_candor
@Finstor85
@safiranand
@SanaSecurities
Zerodha will still thrive as they have will always provide better service and better focus on what customer needs.
Someone who uses hdfc netbanking and other services , they are not great and technologies are outdated.
Zerodha on the other hand has excellent service and tech.
@itsTarH
Health >>> everything else.
Travel nourishes the soul.
Never let go of your hobbies/childhood passions.
Intermittent fasting works great.
Invest in fantastic experiences and create memories.
Advice from someone turning 32 next week 😈😋.
Flight Tickets booked for
@ias_summit
goa.
Excited to meet and personally thank
@ishmohit1
and
@itsTarH
for teaching me so much about investing.
Also excited to meet and learn from the best investors in the country.
#Excitement
#Learning
Fantastic session with
@itsTarH
and
@ishmohit1
@soicfinance
on using both fundamentals and technicals for investing.
You guys keep adding tremendous value to your subscribers. Thank you 🌞🇮🇳.
@itsTarH
Hi bro, are you tracking Pix transmission? Solid proxy play. Good fundamentals , not overpriced right now imho. Delivery volumes last few days are off the charts.
Powerful,nonconscientious men have abused their power for centuries.
Let's take nothing away from that fact but make allowances for people who are trying to do good irrespective of gender. It is better to wait and guage and assess before delivering your judgement.
@Chainakya
@Sahil_Adhikaari
I would like to clarify,i am not in need of any money,i donated because i could afford to do so.
Chalta hai. Do not start campaigns to fund me guys haha,not needed
Just do your bit,donate for children and women empowerment.
Amid the ongoing war, you would have heard Nickel rising by over 200%, Wheat by 80% and Oil by 50%
But did you know there is another asset class that rose by over 2000% since Dec
Todays thread is about Credit Default Swaps, an asset class only accessible to the ultra rich 🧵👇
Niche and Dominant smallcaps in the manufacturing sector with lions share of market and durable tech and Financial Moats. Just need better valuation to enter. E.g Sona Comstar,Shivalik bimetals.
@android_fhd
@getpeid
@nothing
@nothingindia
You are harsh here.
It's a 5,000 rs price cut plus some bank offers and exchange deals. It's not a huge price cut.
I got my 256 gb variant for around 41k with a case. Happy that those who felt the phone was pricey will get a chance to buy it. It's a fantastic device.
Also carl
I have been talking to all the women in my life. Hearing horror stories everyday on social media.
Systemic abuse of women, in all walks of life has happened on everybody's watch. This is irrefutable.
Our generation needs to set a better example.
Please be humane.
@ias_summit
goa summit was a great experience.
Got to meet
@itsTarH
and
@ishmohit1
. Both very grounded,humble and sensible investors and researchers(as expected 😀).
Also got to meet
@arvind_kothari
sir. Another fantastic,humble, down to earch equity researcher
@niveshaay
.
🌞
@ravihanda
20-30% drawdowns are easily digestible for me now. It took a couple years to understand the game. A diversified portfolio of around 30 stocks with good margin of safety(and valuations on your side) is no more volatile than a mutual fund.
Our firm has been shortlisted for a limited tender for 132 KV HT Transmission line work.
I have been interested in and excited for developing our competencies in this specialised line of work. Shall be bidding aggresively.
🇮🇳 ⚡️.
@corybarlog
Got a couple of my friends hooked on to GOW Cory , and now the three of us have consensus on the fact that GOW is the best game of this console generation.
Cheers.🥺🙃🌞🖖👌
@itsTarH
Entered PEL at 2100 levels just for the soon demerging pharma business.
Yesterday's result put a spanner in the works for PEL. Not good business + Good Business = Not good business valuations.
Holding painfully 🥺.
What crazy witchcraft is this on the battery life guys
@getpeid
@HoyssMladen
@nothing
? Getting 10 hrs + screen on time on my Nothing Phone -2 regularly. Nothing OS 2.0.1 is *Chefs Kiss* 💯.
#Silky
📢 Weekly reminder to join my blog!
In-depth, well-written, and 100% free!
If you wait for me to tweet about new posts, they will likely get downranked by Twitter & you will never see them!
Subscribe for direct inbox delivery! 📧
Sign up link in picture below 👇🏻
Had a long conversation with my best friend working in Europe. Gas/energy prices have been out of whack for quite some time there. Inflation is a Real threat there.Europe is definitely in recession maybe heading towards a minor depression.
My Highest Allocation long term bets are showing way more strength than the interesting tracking positions in my portfolio.
Long Energy Exchange,Renewable,Manufacturing B2B industrial consumables,Hospotals and Defence.
Research,Conviction,Patience :-)
@ishmohit1
Hi, recently started watching your content on youtube and i must say its fantastic quality
congratulations to you and your team
I wanted to ask you about stock advisories and which advisory according to you would be most beneficial for retail investors
@soicfinance
I have to thank some very kind people of twitter who were positive in their responses to me.
You know who you are,stay blessed.
Have a great day guys.
:-)
I hope we find a solution soon
@getpeid
. A lot of excitement within our community to be a part of the
@nothing
financial journey. Was lucky to have gotten a chance to invest in the last two rounds.
Looking forward to placing my order for the Nothing Phone-2 next week chief.
Some community members have been asking when they can invest again, following our funding announcement last week.
We're working on legal solutions to allow more countries to participate in the future, which is why there's a delay. Stay tuned!