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Kuntal Shah Profile picture
@Kuntalhshah
Jun 12, 2021 • 14 tweets • 4 min read • Read on X
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Sharing presentation and key highlights of @FLAMEUniversity webinar on Equity Markets and Real Economy: The current paradox. Link and key highlights from webinar are annexed.

flame.edu.in/pdfs/fil/prese…
Listed stocks are akin to bright IIT/IIM students. Would do well in all weather and conditions.
Between 2019-2022E, GDP Up by 21%, but Profit of Nifty 50 Up by 70%
“Revenue is vanity, profit is sanity, but cash is king” – Alan Miltz
Emerging Competitively Advantaged
Will grow much faster than nominal GDP
Taper Tantrum around corner?
Either time/price correction and/or sharp nominal GDP growth?
Rising Tide lifts all ships
Decadal & Structural drivers in place
Transient Inflation?
Asset Productivity increasing in relation to cost
Small dosage of inflation will be good
To sum it up, Corporate performance could be strong. Hence the disconnect between the economy and the markets. Not a still picture but a dynamic evolving story. Stay tuned.

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More from @Kuntalhshah

Kuntal Shah Profile picture
Dec 26, 2023
Posting Twelve Insights in Forensic Accounting in a textual format



1) Investors should worry if the assets of companies growing faster than reported profits and those in turn are growing faster than underlying operating cashflows.
2) Not comparing the financial numbers of a company across time with its peers and studying major deviations will help investors focus on the underlying secret sauce, accounting or actual which drives earning power and capital intensity of the business.
3) If you can’t connect financial numbers to accounting underlying then tragedies can happen.

4)2) Topline is vanity, Margin is sanity, Profit is an opinion, Cash is king
Read 9 tweets
Kuntal Shah Profile picture
Jul 19, 2023
A treasure trove of Investment knowledge base released by @FLAMEUniversity

The resource page of FIl with Masters is updated with many good articles, presentations, videos, etc.flame.edu.in/academics/flam…
E.A.Sundaram @EASundaram at O3 Capital
flame.edu.in/academics/flam…
Manish Chokhani @chokhani_manish at Enam
flame.edu.in/academics/flam…
Read 33 tweets
Kuntal Shah Profile picture
Aug 18, 2022
Trilogy of unseen #rakeshjunjunwala videos from the archive vaults of @FLAMEUniversity

Hear directly from legend himself as he educates and simplifies essence of his investment philosophy.





This are long form videos where Rakesh has addressed to budding practitioners of investing which are more enduring and have timeless appeal

Do watch and immerse in to the folksy wisdom and long term vision backed by courage and conviction.
For wider reach of this treasure trove of wisdom, unscripted and straight form heart of an investing legend.@chokhani_manish @NeerajMarathe @Sanjay__Bakshi @safalniveshak @shahdurgesh @Iamsamirarora @jvembuna
Read 5 tweets
Kuntal Shah Profile picture
Aug 15, 2022
Ever wondered what is difference between data, information, knowledge, insight, wisdom, content, etc words that at times we use interchangeably? Also, why does it matters to know the difference?
Data is a basic unit: facts, figures, statement, particulars, details, etc. It is a building block of the rest.

Content is a format by which data becomes digestible, consumable, and shareable: file, document, image, video, etc.
Information = Data plus context ( Who, What, Where, When) and boils down to understanding relations: Information is thus Processed Data that conveys some meaning and context
Read 5 tweets
Kuntal Shah Profile picture
Dec 13, 2021
1/n
 When Tech meets Finance
Key highlights from the business breakdown of evolving FinTech landscape @IIC_Conference Image
2/n
 What has been, shall always be Image
3/n
 “There are only two ways to make money in business: One is to bundle; the other is to unbundle” – Jim Barksdale, CEO of Netscape Image
Read 14 tweets
Kuntal Shah Profile picture
Jul 31, 2021
MOI Global @manualofideas fosters a community of intelligent investors united by a passion for lifelong learning. They recently did an in-depth interview with me which I enjoyed. Thank you for the same.
If I have one good idea and you have another and if we share both of us land up with two good ideas. So Let me share some key highlights to get the ideas exchange going.

Change is the only constant! The true art of evolving as an Investor is being able to improvise & adapt.
“One is fruitful only at the cost of being rich in contradictions.” ― Friedrich Nietzsche
Read 24 tweets

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