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Abhishek Murarka πŸ‚πŸ’Ή Profile picture
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27 Apr, 5 tweets, 1 min read
Important tweet:

Who was your favorite WWE superstar?

Part 1
Part 2
Part 3
Part 4
After final votes of 4 parts there will be a decider. Tomorrow.

Chalo back to work 😬

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More from @abhymurarka

Abhishek Murarka πŸ‚πŸ’Ή Profile picture
30 Apr
@KirtanShahCFP Thanks for simplifying and sharing about InvITs Kirtan. Some further context from my side:

1. Background: The government has announced an aggressive spend target of β‚Ή100 lakh crore over next five years to revamp India's infrastructure (roads, power transmission, gas pipelines)
@KirtanShahCFP 2. How do they even finance that sum?

Equity in infrastructure is seen as risk prone and Debt (Project Financing) has been scaled down by Banks over last few years
thehindubusinessline.com/opinion/editor…

This is where a structure such as InvIT comes in. Think of it as Mutual Funds, with...
@KirtanShahCFP ..key difference being that these InvITs would hold infrastructure assets instead of financial securities held under MFs.

3. Also the risk-rewards make them a hybrid between Debt and equities - just the right mix in my opinion, if India is to achieve it's aggressive target.
Read 4 tweets
Abhishek Murarka πŸ‚πŸ’Ή Profile picture
27 Apr
CRED coins Image
Resemblance to Bread coins in purely co-incidental.
Two DMs asking if I have an issue with CRED. No I don't, but I think this was again a marketing ploy more than anything. Virtue signalling created out of thin air.

Let me explain:

1. Cost of CRED points to users was zero as these were freely given as a carrot to acquire users.
Read 7 tweets
Abhishek Murarka πŸ‚πŸ’Ή Profile picture
4 Apr
I grew up watching a lot of Nat Geo & Discovery. One learning I took was to not touch any brightly colored animal.

I watched LoTR as a teen and was fascinated with Gollum's greed for the ring.

Youngsters can taken some lesson from this - don't "blindly" chase all shiny objects. Image
What is happening on the blockchain, cryptocurrency, DeFi, stablecoins, etc is super fascinating stuff. Designed by some of the best minds. But there are more landmines than goldfields. Study if you are keen, but don't just FOMO in unless you understand what it is all about.
Just read this good post on the recently hotly debated topic of NFT (Non Fungible Tokens). Many of these I see as experiments. Some will definitely take off and be bigger than current asset classes over this decade.

blog.multipie.co/2021/04/04/wha…
Read 4 tweets
Abhishek Murarka πŸ‚πŸ’Ή Profile picture
25 Mar
Kind of sure this will get squashed. Doesn't make sense.

This reminds me of the socialism example where every student gets the average marks in the class, irrespective of their real score. And we know the outcome.
It takes time, effort, networking, reputation over years and proprietary research for relevant questions (beyond the concall). Don't see any reason why all of it should be made public.
Peace.
Read 4 tweets
Abhishek Murarka πŸ‚πŸ’Ή Profile picture
18 Mar
1/9
Last 2 weeks:
ICICI Pru πŸ“‰-15%
HDFC LifeπŸ“‰-7%
Max LifeπŸ“‰-6%
SBI LifeπŸ“‰-3%

What's bugging private Life Insurance companies?
Read on if you are invested (or interested) in Life Insurance:

A short thread🧡
2/9
How to IPO LIC - This was a topic covered in the first Equity Capsule newsletter (read extract shared).

Historically, LIC has had lower profits & NW due to higher payouts to policyholders vs peers. But post recent amendments to LIC Act, they are in line with listed peers. Image
3/9
 What's changed?
Earlier LIC treated payout for both policies at 95%. Now it has lowered mandated distribution of surplus from 95% to 90% for Par products (ULIPs) and 95% to 0% for Non-Par (Term Ins for Protection).

Link for Par vs Non Par products:
lifeinsurance.adityabirlacapital.com/articles/life-… Image
Read 12 tweets
Abhishek Murarka πŸ‚πŸ’Ή Profile picture
7 Feb
Over 75% of corporate India (by market cap) has declared Q3 results and the verdict is - We are on a roll!

Highlights of last 6 month performance (July-Dec) for 809 results (ex-financials) declared till Friday, Feb 5th.

1/n πŸ‘‡ Image
2/n
 While revenue growth is close to pre-Covid levels (down 5%), there is a strong profitability growth lead by both gross margin expansion and operating leverage. No wonder everyone is talking EPS growth!

How do we compare with US on this front? Here.
FIIs: Note πŸ‘‡ Image
3/n
52.5% PAT growth overall and 43.9% ex financials!
How does this look across industries?

Ans: Broad based Image
Read 8 tweets

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