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Devil's Advocate IN Profile picture
Devil's Advocate IN
@jaganmsna
An Amateur Part-Time Retail Investor in Indian Equities. Not RIA. I Discuss Fin+ Eq /Non Eq Investing mainly India+ Economy/Macros/Geopolitics in Rest Of World
7 subscribers
Feb 17 • 89 tweets • 9 min read
I shall be tweeting on 8th edition of TIA 20-20 Ideas summit (2024 episode) today. This is organized by @TIA_Investors . Here is a screenshot of ideas shared last year in same summit, by different speakers with approx returns. Image
Feb 18, 2023 • 83 tweets • 13 min read
I shall be tweeting on TIA 20-20 Ideas 2023 episode (7th Edition) today. This is being organized by @TIA_Investors . Starts with introduction speech by AK Narayanan.
Sep 19, 2022 • 6 tweets • 2 min read
TIA (TamilNadu Investor Association) @TIA_Investors has been conducting investment seminars over last few years. Here is a Thread of the threads , detailing valuable information shared in each of those seminars. TIA Bullet Proof Investing 2022 Episode (Sep 03 2022) thread here:
Sep 3, 2022 • 90 tweets • 12 min read
@TIA_Investors Bullet Proof Investing 2022 - Some highlights and key learnings- Thread First speaker is Ramesh Damani - needs no introduction. Veteran investor with decades of experience and hosted many shows on CNBC TV 18.
Mar 5, 2022 • 73 tweets • 12 min read
I shall be tweeting on TIA 20-20 2022 episode today. This is being organized by @TIA_Investors . Thread on previous sessions of TIA 20-20 can be found here :
Mar 6, 2021 • 67 tweets • 12 min read
I shall be tweeting on TIA 20-20 2021 episode today. This I organized by @TIA_Investors . The thread on previous episode of 20-20 Ideas summit is here :
May 12, 2020 • 21 tweets • 3 min read
Vedanta Delisting proposal - A thread.
Disc- Quoting some information out of what I remember, so please cross check .
1. Year 2002. Sterlite Industry, which was just a copper smelter , bidder successfully for Balco and then HZL but stock was very poorly valued. 2. It was not about Sterlite. Entire Commodity index at probably a two decade low, post 1997 Asian Crisis. But China growth theme was building and Sterlite Management rightly acquired Balco + HZL
Sep 21, 2019 • 102 tweets • 15 min read
I shall be live tweeting on TIA 20-20 ideas summit for 21 Sep 2019 - hosted by @TIA_Investors Last year's TIA Summit (2018) thread here :
Mar 23, 2019 • 101 tweets • 7 min read
I am an attendee of this Seminar and shall tweet my understanding and observations/key highlights in this thread . The thread shall only capture key highlights and what I understood from same. Hence request all to read accordingly and come to conclusions .
Dec 17, 2018 • 5 tweets • 1 min read
A PE of huge size invested in an Indian stock (during bull run) and that made many small investors invest. The stock has now collapsed. Now where is the fault : PE fund or the small investor ? Think.
(Thread continues) The Name is not relevant , be it OE fund or the stock. The PE fund is headquartered abroad and has 100 billion $ AUM. This investment would be not even 0.01 % of their AUM !
Nov 27, 2018 • 5 tweets • 1 min read
Thread on EVs and their merit by a very respectable gentleman : Nassim Taleb. And my thoughts in short thread 1. Very good to see Taleb point to the real merit of EVs : Not usual EVs are green, eco friendly bhajan (they are not) . But that EVs age slower. Due to less moving parts. That is indeed true.
Nov 18, 2018 • 13 tweets • 2 min read
Wonderful information !. Prices of commonly bought passenger vehicles (2W and 4W) some 30 years ! And my short perspective as a thread ! The vehicle prices in mid 80s cannot be directly compared with today (2018) because many companies mentioned don't exist and many products are not like to like comparable to today. But we can do some quick inferences ! - 1/n
Oct 24, 2018 • 4 tweets • 1 min read
Very important point 👇🏻made here.
We can have a rising USD due to rising rates and de dollarisation.
Basically rest of world can say GTH to Fed and have their own monetary policy course if they trade with each other in non USD ways. At least partly - 1 In short, Fed can either have tight monetary policy or USD as the reserve currency. Trying both same time will, not work beyond a point IMO. - 2
Oct 20, 2018 • 188 tweets • 16 min read
I shall be live tweeting TIA India 20-20 ideas summit and investing ideas discussed today ! First speaker G Marian talks about Indian Aviation sector.
Indigo with 40+% market share is only player with positive net worth !