Discover and read the best of Twitter Threads about #Investors

Most recents (24)

#Inflation will always be one of the prime reason of making #investments in #Equities. Rest depends up on #investors behavior, asset allocation & the #goals. Focus on 'Real Return' not marketing gimmicks. #SaarthiZarooriHai
& #PlanZarooriHai with #MasterMindFinnAsset (1/n)
#Investment decisions contribute in a big way to inflation-proofing your #mutualfund portfolio. Frequent churning, performance chasing & exiting at the first sign of volatility lead to sub-optimal gains. (2/n) #MutualFundsSahiHai #investing #investors #StockMarketIndia
Avoid making impulsive #investing decisions based on predicted short-term changes in the #economy. Make sure any strategies you use to hedge against #inflation align with your overall #FinancialFreedom plan & assists to meet your #financial #goals. (3/n) #goalsetting #investing
Read 6 tweets
Quite a morning already in financial markets.
Based on the 4-item risk factor framework I've been discussing with you for weeks, here's where we stand as of now
The What: Another risk off session for stocks and other risk assets.

1/
The Why: Growth concerns are compounding the unsettling effects of inflation and liquidity worries.
The So What: The continued large wealth destruction is starting to trigger spreading market-functioning worries as those keeping an eye on volatile and gapping US government...

2/
... bonds explore the possible linkages to what's happening in the crypto space,

#markets #stocks #oil #bonds #investing #investors #economy #inflation #growth

3/
Read 3 tweets
#AMCs are manufacturers and will offer a basket to select from. Would anyone have invested if they came with NFO in March 2020?

It is duty of #Advisors/#Investors to invest or ignore. Just because AMCs offer is no criteria to invest.

Need to introspect before blaming others
Same is the case with IPOs, their timings and their valuations. Companies also come with #IPOs when markets were on a roll.

Again, investors had a choice to invest or ignore.

They invested with GREED and FOMO and now blaming others for these IPOs bombing
Why can't #Investors respect market signals? When going was good, they ignored advice of following #AssetAllocation.

When markets are bleeding, looking at scapegoats for their own actions.

This is #SelfAttribution bias. All good - their skill, all bad - blame it on others
Read 4 tweets
#Investors should avoid knee-jerk reaction as the investigation is still underway & @AxisMutualFund has already sacked the concerned officials from their responsibilities.

Impacted #mutualfund schemes (image enclosed) haven't been recommended by us at #MasterMindFinnAsset (1/n)
Extent of notional losses that may have occurred to the #investors in these schemes can only be estimated after the probe. Investors may have to wait for further action, disclosures & announcements from the fund house & the regulator around this matter.(2/n) #axismutualfund
Unfortunately @AxisMutualFund is witnessing knee-jerk reaction of #investors via redemptions or stoppage of SIPs/ STPs. Focus of facts not rumors about the management. Such rumors have been there from past 2 years for @FTIIndia as well. (3/n)
Read 4 tweets
It's weekend and it's the end of the month. The #markets are closed.

So there is the perfect time to analyze the #momentum & relative #strength of the markets.

This information is relevant for all #investors, but especially for #trend #followers 📈📈📈

#marketresearch

🧵
The #momentum of the markets are one of the most powerful forces in the evolution of the #asset #prices.

The #reversion to the mean is the opposite force, which is equally powerful. Momentum works on a short and medium term (up to 3 to 5 years).
There is a ton of academic research related to the momentum and the benefits of using it and relative strength. But presenting it this is not the purpose of this #thread.

Relative strength is actually a comparison between the #momentum of two or more #markets.
Read 35 tweets
Unravelling the most awaited and #LARGEST #IPO of #India. #LICIPO #LIC #Investing #Equity #DRHP
Random FACT - LIC is a part insurance and part investment products company.
The price band is set at Rs 902 - Rs 949 per equity share, and I find it very attractive.
Read 24 tweets
#MCOpinion: Fighting human emotions like greed, lust, and envy are very tough in a #StartUp ecosystem bonded with loose social contracts.

Read on 👇
moneycontrol.com/news/opinion/s…

#Unicorns #Investors
#MCOpinion: This ongoing #RussiaUkraineConflict is expected to accelerate the need & acceptance for #VDAs globally among ordinary citizens as a hedge when economic uncertainties rise.

Read more 👇
moneycontrol.com/news/opinion/r…

#Cryptocurrency #RussiaUkraine
#MCOpinion: States earn significant revenues from taxing #petroleum products. This is particularly true for the richer or the so-called industrialised states such as Tamil Nadu & Maharashtra.

Read more👇
moneycontrol.com/news/opinion/p…

✍️@gauravchoudhury | #FiscalDeficit #ValueAddedTax
Read 5 tweets
Today, let's address one of the Golden questions in the world of Mutual Funds: SIP or Lump Sum?

(🧵) 👇 Image
For the uninitiated, SIP stands for Systematic Investment Plan- is a type of Mutual Fund that allows #Investors to #invest in a periodic, disciplined manner

SIPs allow an investor to invest a fixed amount of money at pre-defined intervals👇
Lump-sum, on the other hand, is Investing a certain amount of money entirely in one go. So, let's compare the two

For a Lump sum, the Investors need to be alert about the market. 👇
Read 15 tweets
MAGIC of converting :

15,000 Rs ----> 4.37 Crores
in under 27 years !

A Short Thread on how Adani Exports created stupendous wealth for its #IPO #Investors

Short🧵 ( 1/4).....
1995 (Sept): IPO in name of ADANI EXPORTS LTD.
Price Rs. 150 (FV Rs. 10)

Lets assume 100 Shares Alloted:

1996:
Bonus 1:1
(100 = 200).

1999:
Bonus 1:1.
(200 = 400).

2004:
Split into RS. 1 from RS. 10 F.V.
(Meaning 400 = 4000)

2009:
Bonus 1:1.
(4000 = 8000)

Cont....
2015: The Big Demerger

1) Adani Port (141:100)
For 100 Adani Ent, one got 141 Adani Port shares

2) Adani Power (185:100)

3) Adani Trans (100:100)

Now:

1) Adani Ent: 8000
2) Adani Port: 11280
3) Adani Power: 14800
4) Adani Trans: 8000
5) Adani Gas: 8000
6) Adani Green: 6088
Read 4 tweets
#SevenPrinciples of #Eagles for #Investors & #Traders:
Eagles fly alone and at high altitudes. They don't fly with sparrows or other small birds.

Stay away from sparrows and ravens, those that bring you down. Eagles fly with Eagles. Keep good company.
1/7
#SevenPrinciples of #Eagles for #Investors & #Traders:
Eagles have Focus that can run far. No matter the obstacles, the eagle will not move his focus from the prey until he grabs it.

Have a vision and remain focused no matter what the obstacle and you will succeed. 2/7
#SevenPrinciples of #Eagles for #Investors & #Traders:
Eagles do not eat dead things. They feed only on fresh prey.
#Trolls & #Babaji type this is for you! You aren't our lunch or even dinner. Okay? 3/7
Read 7 tweets
Are you looking to own the shares of #Apple, #Amazon or #Tesla in India ?🧐

Here are things you need to keep in mind while investing in US stocks👇
businessinsider.in/stock-market/n…

By @jainrounak

@StocktwitsIndia
Want To Invest In Blue-chip US Stocks ? 📈

Now with the NSE IFSC allowing access to some of the best US-based companies like #Apple, #Google, #Tesla and others, you can now trade in top 50 US stocks in India.
What Is NSE IFSC?

Fully-owned arm of #NationalStockExchange
(NSE) based in GIFT City, Gujarat that will allow investors and traders to buy and sell US stocks.
Read 6 tweets
Thank you to @BloorStreetCap for yesterday's insightful #uranium discussion with some of the pioneers of the industry. A fantastic line up with in depth insight into all aspects of the #uranium sector.

Some of our highlights can be found the the thread below:
1/ “The world is recognising the science of nuclear power, not the false ideology.” – #NexGen CEO

“Price of #equities is screaming buy relative to the #spot price” – @uraniuminsider

“We’re on the cusp of a really really big move here [spot price]” – @UraniumEnergy
2/ #Sprott are seeing growing #institutional and #FO interest in the #uranium space. Very early stages of broad adoption by generalist #investors. Ciampaglia believes we are ‘just starting the second inning of this uranium cycle’.
Read 12 tweets
*Tax Loss Harvesting*

As we are nearing end of Financial Year, note these points to save Capital Gains Tax

➡️(Long term capital gains/loss = For holding period more than 1 year

➡️Short term capital gains/loss = For holding period less than 1 year)
#investing #nifty #trading
➡️Rs.1 lakh profit in a Financial year is exempt as Long term capital gains. So book profits in shares & mutual funds together upto 1 lakh, and reinvest

➡️ If profits are more than 1 lakh, check if you can book loss in any of the holdings to set off.
You can buy back the next day or switch from 1 family account to another family account

➡️Short term capital gains are taxed at 15%, book losses and buy back next day to set off any profits.

➡️Both Long and short term losses can be carried forward for 8 years.
Read 6 tweets
Lot of #AMCs come up with different ideas, themes, sectors.

These are demands from #Investors as they have done well in recent past.

AMCs are manufacturers & will offer what is in demand.

Final choice to say YES or NO lies entirely with Investors based on their #NEEDs
What should investors choose and what should they ignore. A point by point guide on where and why to invest in certain #themes, #MarketCap bias, #Sectors, #AssetClasses etc.

What should be criteria for these selections and what should guide them to resist from Investing?
Lets start with #Debt:

Keep enough money as 1 year of your expenses as #EmergencyFunds in #LiquidSchemes

You already have enough exposure to debt as:

1. #PPF
2. #TaxFreeBonds
3. #FDs

No need for separate debt allocation if you are investing thru #AssetAllocation (AA) or #DAAF
Read 16 tweets
Yesterday @SpyWolfNetwork had an #AMA with @PoorQuack. It turned out to be a session full of valuable information, which deserves to be spread further around.

So here we go! Slightly edited here and there to save some space. Enjoy the ride!

$POOR #PoorQuack #CryptoNews
Intro by Gyro Gearloose, [9-3-2022 19:08]:
@PoorQuack is all in one #Ecosystem where we are attempting to make it easier for #investors to #research crypto projects and avoid #scams whilst allowing holders to earn via #DeFi.

$POOR #PoorQuack #cryptocurrency #Web3 #Metaverse
We also have entered the #NFT space with our own #NFTcollection and all of these will have #utility within our own #Ecosystem.

The #NFTmarketplace V2 will be released soon and this will allow third party #NFTs like the #OpenSeaMarket.

nft.poorquack.com

$POOR #PoorQuack
Read 25 tweets
Another short investing story to help put successful investing into context.

David loves games, which is a bit of an understatement. He owns 756 board games, which I assume is a record if record-keepers kept track of such a thing.
#invest #nifty #investors
I found David playing an old arcade game at our office. I asked if he prefers board games to video games. He wasn't sure, so I asked a different question, meant as a joke but it elicited a great response.
"If you had to give up board games, video games, or stocks, which would you quit?" I asked.

"Stocks," David said, without hesitation.

This surprised me. David's passion for investing is part of what our company relies on.

But he explained why this makes sense.
Read 7 tweets
1/ Embracer Group posted earnings for their Q3 2021 (Oct - Dec 2021). By most metrics, it's a healthy quarter, with earnings coming in significantly higher YoY. Like other publishers, spending, headcount, and other metrics are up, cutting into margin. #gamingnews #investors
2/ Embracer is the "biggest" they've ever been, with 25 AAA titles in development (through 2026). Like other publishers, the influx of cash from the pandemic went to fueling future growth. They are also preparing for listing on Nasdaq Stockholm.
3/ Highlights include #HotWheelsUnleashed, #DeepRockGalactic, #Valheim, and #Satisfactory. They also discussed acquisitions but we're careful to keep statements at a high level & cautious.
Read 4 tweets
1.Well You guys asked and we couldn't handle the hype of delivering our @GuildOfGuardian report 🧵

Have a GOG read⬇️

#GOG is a mobile #blockchain multiplayer, fantasy, action RPG where players build their #NFT dream team of Guardians and compete in a #guild to earn epic rewards
2.The game is developed by @StepicoGame and built on @Immutable.

#GOG ambitious goal started in early 2020 and it is set to take off thanks to these 4 main areas where the GOG team wants to focus the most when making the #blockchain game.
3.@Immutable is a #layer2 #protocol that will in fact power the core technology that allows users to trade with zero #gasfee and with much higher #TPS (transactions per second) compared to @Ethereum.

This is a key point when it comes to #gaming infrastructure ⬇️
Read 32 tweets
Where did the Ace #investors invest in 2022? Thread
👇🧵

Big Bull Rakesh Jhunjhunwala picks (Total Investment)
1. Titan Company Ltd. (Rs. 10,698.7 Cr)
2. Tata Motors (Rs. 1,994.1 Cr)
3.IHCL (Rs. 615.2 Cr)
4. Escorts Ltd. (Rs. 1,184.1 Cr.)
5. Delta Corp Ltd. (Rs. 557 Cr) [1/4]
Dolly Khana Picks (Total Investment)
1. Tinna Rubber and Infra (Rs. 4 Cr.)
2. Talbros Automotive (Rs. 11.5 Cr)
3. Butterfly Gandimathi (Rs. 28.4 Cr)
4. Simran Farms Ltd. (Rs. 1.6 Cr)
5. Rama Phosphate (Rs. 15.8 Cr)
6. Control Print Ltd. (Rs. 6.5 Cr) [2/4]
Ashish Kacholia Picks (Total Investment)
1. Faze Three Ltd. (Rs. 39.7 Cr)
2. Genesys International Corporation (Rs. 23.4 Cr)
3. Igarashi Motors India Ltd. (Rs. 18 Cr)
4. Kwality pharmaceuticals Ltd (9.2 Cr)
5. La opta RG Ltd (Rs. 44.1 Cr)
6. SJS enterprise Ltd (Rs. 45.7 Cr) [3/4]
Read 4 tweets
Infrastructure as a Theme

A Thread!

#stockmarket #investing #infrastructure #infrastocks

1/19
To understand the infrastructure cycle, we go back in time and look at our previous super Capex cycle, which started from 2003 to 2012

#capex #Markets

2/19
We saw that the commodity prices were increasing, reforms such as the Electricity Act came into play and government spending grew at a rapid pace of 23% CAGR. This led to overall growth in the capital cycle

#commodity #economy

3/19
Read 19 tweets
What is the investment case for #alternative asset investing in a nutshell?

Here are some of the key considerations in this thread 👇

1. For many decades, the conventional wisdom around #investing has comprised a roughly 60%/40% portfolio of equities and bonds
2. However, the world currently finds itself in a tough position - #equity valuations have run incredibly hard for a long time, but at the same time #investors will have a hard time recycling from equity into debt due to historically low interest rates
3. So what do you do if you’re worried that your historic way of thinking isn’t going to hold up in the new world? THIS is where alternatives play a role for a portion (not all) of your #portfolio
Read 9 tweets
#Budget2022 wish list:

Congratulations to @nsitharaman and @PMOIndia to guide our country thru this #pandemic period. You have avoided excesses of many countries during this period. Thanks to that #India is touted as the next preferred #investment destination.
It is dream of our Hon #PMModi to reach $5 trln economy very soon. For that, besides Govt spending, you will need help from citizens to save, invest and channel the same to productive use through investment vehicles like Mutual Funds.
Our #MutualFund Industry has grown from 25 lac crs to currently 37 lac crs and likely to touch 100 lac crs.

#MF mobilizes #savings of all #Investors - #retail, #HNI, #Institutional and helps in growing our economy by participating in #Debt and #Equity - key drivers for growth
Read 15 tweets
1/24) @AuroryProject is a turn-based tactical RPG #game that is being developed in the @solana #Blockchain.

Aurory’s Team goal is to set the standard for the #playtoearn games by creating innovative and attractive gameplay that also cultivates the virtual ingame #economies.
2) There was some hype when we made this analysis.

We know these times are though and nobody likes a sea of red, although we never get distracted by the sentiment and instead keep doing our #duediligence on quality #crypto projects such as the one we are about to cover⬇️
As you can imagine we barely scratch the surface in this thread, if you want to read the full analysis please refer to our medium article:
medium.com/@daolecticrese…
Read 33 tweets
Well,

CA Se Door Raho -

CA Ko Nikal Do -

But this is how me as a CA as well as other CA/CS around me have added value to #Startups and #Angel #Investment
#SharkTankIndia #startupindia #SharkTank ( 1/n )

@namitathapar @amangupta0303 @Ashneer_Grover @peyushbansal @vineetasng
Angel Investors commit to invest in Startups without having any knowledge that there is a deemed "Angel tax" on premium paid on equity u/s 56(2)(viib)

I have saved 200 Cr+ on tax on such hasty decisions taken by #Investors by applying for #Angeltax exemption #startupindia
(2/n)
The Deal by #Sharks is followed by Term Sheet and Share Holders Agreement

As a CA/CS our role is to educate the #Startup #Founder about the clauses like Buy Back, Drag along , Anti-Dilution and Liquidation preference

#SharkTankIndia #SharkTankIndiaOnSonyTV
Read 6 tweets

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