“Riseyourself” - A to Ω Profile picture
An Alchemist of the ordinary, student of the miraculous, Just seeing the magic unfold in life, work & in markets. Blessed to be, तमेव शरणं गच्छ सर्वभावेन भारत।
Jan 28 32 tweets 22 min read
#AdaniGroup #adaniports #ADANIENT #ambuja
The real story
Every one in the media is taking about #Adani and it’s valuation, damage done by #HindenbergResearch Having headed Institutional broking business and being on board of think tanks puts several different questions Now this is what we have seen, complete damage now let me try to break it up in simple language as I perceive, the RL perspective
Let me start with a quote
"The shooter is someone different from the arrow." - RL
#HindenbergResearch #Hindenburg is an arrow no point in talking
May 15, 2022 23 tweets 7 min read
#Adani #cement
As I was heading institutional business with lot of constraints of budget (a good research analyst would come at a cost of ₹60-1.5 cr )which my company then was not able to afford. Although I had team of analysts I picked them from print media & industry other than broking, I started networking with industry experts, c-level executives retired CEO’s research experts, domain experts especially for IT, Banking, Pharma, FMCG & infrastructure
Dec 11, 2021 9 tweets 4 min read
🧵 Mapmyindia
A wealth machine-IPO subscribe with a 3 year horizon and it will be a wealth machine for your portfolio.
I wrote a long thread on #PayTm why investors should not subscribe for it had over 25k views hope many would have benefited now it’s a positive investment idea #MapMyIndia
IPO Subscribe with a 3 year horizon, this stock will create wealth
for investors it’s much different from any of the new age startup’s although it’s a OFS its a proven model for over 25 years.
~ Asset light
~ Debt free
~ 2000 enterprise customers since inception
Nov 10, 2021 19 tweets 13 min read
#PayTmIPO #Paytm This will be a long tweet but worth your time it will help your investment decisions.
Before comments on #paytm I will rewind to 2008 I was heading institutional broking of large broking house with half a million clients and over 2000 offices across India, Largest public issue #Rpower #reliance brand untill that point most trusted company among retail investors, IPO band was between ₹400-450 company wanted me to promote this issue, my answer was clear NO, I did not see any fundamentals matching I simply said #rpower has no fuse
Nov 8, 2021 5 tweets 4 min read
“For reasons I have never understood, people like to hear that the world is going to hell.”
~Historian Deirdre McCloskey
#IndusInd vs #Titan
I just want to show a live comparison today how #CNBCTV18Market or #ETnow or across the world media companies are more pessimistic #Titan is an optimistic story, India’s own success story a brand built on trust doing a roaring sales, India just had historic Deepavali sales couple of shades less than $20 billion which is massive #titan will be major beneficiary vs #IndusIndbank May be an accounting issue