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Ravi Dharamshi Profile picture
Ravi Dharamshi
@ravidharamshi77
Equity Portfolio Manager. Views on Indian Equities. Retweets are not endorsements. No Stock recos. #InvestorFirst
Oct 2, 2021 • 15 tweets • 3 min read
A Long thread....Gandhiji has had so many timeless lessons for us, his lessons and stories have guided India with its resilience & strength during the struggle for independence. My experiments with the Truth, as an “Investor “, An investing masterclass from Gandhiji – 1/15 However there are so many surprising correlations in his thoughts for us in the investment world & they are so stark, it almost that Gandhiji was an early value investor, well, he did bet on India, much before anyone else did. 2/15
Jul 29, 2021 • 9 tweets • 3 min read
Time for a thread on learnings from RJ. Succinctly put together by my friend and colleague Prashant Desai. #learningsfrommarkets #RakeshJhunjhunwala 1/9 2/9
Dec 4, 2020 • 7 tweets • 2 min read
Lot of people feel that market memory of 2008 is forgotten. March 2020 was a stark reminder on 2008 (in case it was forgotten). I feel market memory of 2003 - 2007 is forgotten. People have forgotten what a bull market feels like. Why is it imp to know this is bull market? 1/7 Knowing where we are in the cycle of market is very important. And I would recommend 2 books for that. 1. Mastering the Market cycle - Howard Marks and 2. Edwin Lefèvre’s book: Reminiscences of a Stock Operator. 2/7