I am starting a series of X threads where I will use my Physics concepts knowledge and how it meets the world of investing. All of my finance knowledge is gained in last 3 years after I got in touch with @soicfinance @ishmohit1 Topic: Entropy in Markets: Why Disorder is Natural

If your love with stock market ends with a correction and you start preaching about FD. Love wasn’t true in the first place or the time horizon was wrong. Nature of returns is lumpy. Always remember this before falling in love. Only very few stay around for the long term.

Timepass talk on a Sunday 1. Interarch - Is currently at 20x forward earnings and that's a decent valuation for a company guided to grow at 20%. Any further fall is an opportunity 2. HBL Engineering - If Railways makes announcements about Kavach re-tendering/extension in the

Diversification in 20-25 names across good businesses has immensely helped me during this turbulent phase. Diversification gives you staying power too which is under appreciated in bear markets

If you are curious to know about businesses, understand MOATs, like history then it is a story for you. This is a story of how leading companies of the day flounder, the role of geopolitics in business, how constrained choices by businesses become their competitive advantage and

India, as a Test side, haven't experienced something like this in this century #INDvSA

I mentioned about this in my class today and my message was along similar lines when one student objected to this research...

Look at this shameless person in background...he has been continuously laughing and clicking pictures of Sweta Singh... She changed places.. she asked cameraman to focus in other direction but he continuously followed her.. for him it's like evening walk.. 😞 #shameful #redfort

Hope everyone and their family is safe in Delhi. Be safe, and avoid public places for the time being

A sight to behold for all of India 🏆 #CWC25

PICTURE FOR AGES - ITS JEMIMAH RODRIGUES 🥺❤️

India in the finals... kicked Aussies out... 2011 nostalgia... 😍 @JemiRodrigues @ImHarmanpreet Richa Ghosh... You are supergirls... #SA here we come... ! Sleepy giants are AWAKE 😇

I can be biased as I am investor in this MF so please take this simple analysis as a starting point. But I like this product as the approach is more contrarian so completely orthogonal to my stocks portfolio. @soicfinance @ishmohit1 @AI_Feb21 @LearningEleven

4. Long term prospects depends also on using the cash flows and venturing into new areas with new TAM and if this keeps on happening with the business, he will hold it. 5. No new capital in past winners where valuations are stretched but business still going good.

1. He is walking the talk as expected from a supersmart and honest investor like him. 2. He is bit of a contrarian. He is sceptical of consumer story of India. 3. He is looking for businesses going through a bad phase or consolidation which has a long term prospects.

I had a quick analysis of Old Bridge MF for 2025 and ask GPT to correlate it with this long interview by Kenneth to Moneycontrol : https://t.co/5DyqprOr1v and here is the result. Find the PDF at the link : https://t.co/CTXn9cuR5a

FOMO is the intersection of social envy and recklessness... It is one of the strongest nemesis to investors and in your journey of wealth creation... - Art of Spending Money What a way to put it ! @ishmohit1 I saw you are also reading this these days 😊

Patience Conviction Allocation Reasonable expectations These are the things that are required to make it big every Diwali. Most interesting Diwali themes from our side:- 1. Financials and especially NBFCs+Gold lenders. 2. IT product businesses which can benefit from long term

Best author...best timing.. best subject... Best lessons ! @morganhousel @soicfinance @ishmohit1

Democracy is a precondition for lasting peace. However, we live in a world where democracy is in retreat, where more and more authoritarian regimes are challenging norms and resorting to violence. Maria Corina Machado – awarded the 2025 #NobelPeacePrize – has spent years working

Sarkari Naukri walo ka haal 😐