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Amit Kumar Gupta Profile picture
@amitgupta0310
Sep 9, 2020 • 4 tweets • 1 min read • Read on X
"Right now, we're in an absolute raging mania. We've got commentators encouraging companies to do stock splits. Companies then go up 50%, 30%, 40% on stock splits. That brings no value, but the stocks go up"

Very interesting comments from Druckenmiller
"I have no clue where the market is gonna go in the near term. I don't know whether it's going to go up 10%; I don't know whether it's going to go down 10%," Druckenmiller said. "But I would say the next three-to-five years are going to be very, very challenging"
"The merging of the Fed and the Treasury, which is effectively what's happening during Covid, sets a precedent that we've never seen since the Fed got its independence," Druckenmiller said. "It's obviously creating a massive, massive mania in financial assets."
Have always found Drunckenmiller comments extremely useful and enlightening. One such nugget here

linkedin.com/posts/activity…

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More from @amitgupta0310

Amit Kumar Gupta Profile picture
Jan 5
SEBI has shared new framework for short selling in Indian financial markets and allowed both institutional and retail investors to short sell.

“Short selling” is selling a stock which the seller does not own at the time of trade.

🧵 on the details.
Naked short selling shall not be permitted.

All investors would be required to mandatorily honor their obligation of delivering the securities at the time of settlement.

Otherwise Securities will go in auction and sellers need to find buyers there.

It means Intraday selling and then squaring off positions is OK for retail investors, carry forward is NOT.
Securities Lending and Borrowing (SLB) shall be put in place to provide the necessary impetus to short sell.

The introduction of a full-fledged SLB shall be simultaneous with the introduction of short selling by institutional investors.

Date of launch not yet decided.
Read 8 tweets
Amit Kumar Gupta Profile picture
Sep 8, 2023
Markets had an extremely smooth run-time in last 5 months, much ahead of everyone's expectations.

Older and wiser investors are unduly cautious while newer and bold investors with YOLO approach wants more.

Time for some investment lessons learned from past cycles 🧵
(1) Define your investment objectives and goals clearly.

Success in investment depends largely on clarity in investment O&G. Factors like growth, yield, income, risk, are dynamic & will keep on changing every year.

Investors must periodically re-evaluate objectives.
(2) Forming a solid investment team is critical to successful investment strategy.

Carefully assess the honesty, competence, and objective of those giving you investment advice & services.

DIY investors need to make sure they have sufficient time and skill set to execute.
Read 11 tweets
Amit Kumar Gupta Profile picture
Dec 24, 2022
A thread of the 10 best podcast episodes (& series) I listened to this year #2022inreview

PS : I use @Spotify as my platform, so hyperlinks are from there. In the case of the series, I have shared a link to the first episode.

This is across genres. RT for wider benefit.
(1) For over ~4hrs, @amitvarma and @BShrayana discuss the complexities of being a woman in India. Context is the latter's wonderfully written - "Desperately Seeking Shah Rukh" which is a cleverly disguised economics book talking about movies.

open.spotify.com/episode/5JVmQU…
(2) Summarizing gist of the business is a forte of @bizbreakdowns and this one chronicling GE's dominance and decline is a treat, specially inputs coming from Josh Aguilar, @MorningstarInc analyst who has tracked the company closely for many yrs.

open.spotify.com/episode/50CTSn…
Read 15 tweets
Amit Kumar Gupta Profile picture
Nov 29, 2022
Certain business channels allowing ONLY SEBI registered analysts & advisors to come on their shows from NOW ON after all this brouhaha is just hogwash.

This should have been done always in the past but that's not how money is made on channels.
Eventually all business channels need to survive which means more hits and clicks across various social media platforms. So called finfluencers provided that on a platter, regulation be damned.

So now following the RA (2016) or RIA (2013) regulations smells of hypocricy.
Every finfluencer has been blantantly disregarding RA/RIA regulations for years in the name of 'only for educational purposes'.

Regulations are clear, if you want to talk about stocks across ANY platform, get a license from SEBI. But this has been rarely practiced.
Read 9 tweets
Amit Kumar Gupta Profile picture
Mar 7, 2022
Quite a lot of investors are worried about the FPIs dumping Indian equities and concluding that this is the prime reason for the ongoing correction in stock prices.

A 🧵 to understand details about FPIs buying and selling in financial markets before jumping to conclusions
(1) FPIs are NOT a uniform class of investors.

Some examples:

Pension funds - very long term horizon (multi-decades)
Hedge funds & AIF - very short term horizon (3-6m)
EM funds - buy/sell as basket including India
ETFs - MSCI, iShare EM, iShare Asia, FTSE
(1a) All these investors differ in Investment:

- Horizon
- Objectives
- Strategies

They rarely act in unison as the universe of investible stocks is also different.

To assume that all FPIs are selling at the same time violating the mandate & exiting India is bit overdramatic.
Read 19 tweets
Amit Kumar Gupta Profile picture
Mar 5, 2022
A good article on the challenges of working as SEBI registered Investment advisor (RIA). The new norms have come from Oct-20 and it has caused more harm than good.

A short thread 🧵
(1) The 2yr PG in "relevant stream" clause is filled with roadblocks (Earlier it was only PG). Forcing RIAs to do a PG degree that too of 2 yrs is bizzare. Many professional certifications like CS were removed from the equivalent PG category overnight.
(2) Foreign PG degrees of 2 yrs require equivalent certificate from Indian authorities which is a pain specially if considerable time has passed for PG. Its like running from pillar to post. Proving "relevant stream" again has been an uphill task.
Read 9 tweets

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