Mkts sensing at least a part of 720K crore to come back in the mkts #jiiipo refunds

MTF shares being busted (maal fodna) is the equivalent of a capitulation. You may have non MTF stocks that were doing well but crashing hard now. That is the result of a contagion that begins with MTF shares sell off. Investors with large MTF positions in one stock 'A' then may have to sell off another non MTF stock 'B' to cover MTM losses. If that stock 'B' was trending price on genuine operational performance this this is the inflection point of stock price breaking off and deviating drastically from the fundamentals. #statingtheobvious but a sane forgotten truth is helpful in insane times

Was Sitting with the promo of a mfg listed Co thats recently seen a 25% correction. He wasn't particularly stressed as he was in March 26 and Q1. Primarily as supply continuity is more important over rising prices of RM. Q1 was a break in supply and industrial rationing of gas and energy. He still managed to pull out a great result. Q2 and Q3 is supply continuity but a pass on of prices to the his clients. It is tougher on margins but we ll pull through well. He is 10% of the input cost of his customers product and has raised his prices by 30% so far. Hence we re seeing the increased revenue figured but lower margins. His pricing will not change post war gas price reversion. Then the margin play begins 🤞 Fair to say - his and other stocks may correct 40-50% but Business will go on and strive for superlative performance irrespective of stock prices. Such is the nature of the beast and the opportunities that come our way

Abso correct, Unfortunately they don't realise the large % of investors direct and indirect they are hitting. It's not about FPIs, it's about the entire investing class which could be 15% of the population

3 very disturbing and thought provoking interactions and interviews that make you scratch your head on the financial literacy of the FM 1) In a conference where an anguished broker raised a very pertinent rhetorical question to @nsitharaman @nsitharamanoffc. STT STCG LTCG GST IT and CESS. These are the taxes charged by the @FinMinIndia on entering a trade, irrespective of the quality of investor. So is the the Govt a more than equal sleeping partner where broker takes all the risk and capital and the Govt just reaps the benefits?. 2) We've grown up in the markets listening to the controlled level headed and very experienced wisdom of veterans like #vallabhbhashali. In 28 years I've never seen him so perturbed and in disbelief to the stup!d!ty and smugness of the finance ministry in handling the mkts. This is a man whos built empires from scratch who's seen it all. He has only built businesses and never destroyed and can't fathom why a Govt would do it. 3) #AjayBagga spoke from the heart rather.. from the stomach and that voice is the True depiction of the pain that we investors are going through. The most common emotion here is disbelief. Disbelief that a Govt would be so short sighted and smug to would play whack a mole with any business that dares raise its head with a profit and yet simultaneously glorify GDP growth and progress. This is the exact reason why the goalpost is constantly shifting from 2025 to 2036 to 2047. Investors are not speculators. They are assets to the nation that spur GDP and growth through - *pain staking extensive and expensive research *investments in fledgling businesses and *patient capital. Dont treat them as sinners and gamblers. If you understand finance and basic financial common sense you would support this with clearing obstacles and letting them March forward. Bottomline - a sleeping partner always creates trouble when they suddenly get active without really knowing the business #whackamole

I'm playing that palat...Palat scene with the mkts from movie DDLJ. So far no love. But yeah today.. cd be that palat moment #nifty #largecaps #midcaps #mtf

We don't appreciate our own strengths #communist #slavemindset

Shift to large caps... Not like this 😒

The US appreciates jio as the most innovative Co as early as 2019. But we still don't appreciate anything Indian

2020 tweet Still holds True.

There u go #stt is a constant. Let that stay. Remove LTCG reduce stcg Same same but different 🙂👇 xitter.cf/CNBCTV18News/status/21…

The shift to #largecaps #dsp #smallcaps

For the Govt - The one constant tax is STT. LTCG and STCG variable tax cd be next to nothing in bad years of stk mkts. Every profit will be neutralised with a loss. Hence leave the stt and remove the ltcg, marginalise the stcg. You will reap stt and short term taxes

Forget the fundamentals and the constant comparison with Bharti ev/ebitda, pe etc etc. That I'm seeing with a lot of the financial guru recc on the ipo There is such a thing as mkt positioning. Focus on that I don't thinks mkts realise the potential magnitude of delta moves a miniscule 2.93% of equity float can give you. Anyone remember Dmart when it listed. Why did it flyyy Fantastically engineered plan of listing. Rather than give the existing shareholders free shares, like it happ with jio financial completely destroying the supply to demand ratio. Lets just create the demand. Of course the parent benefits huge #jio #JioIPO #ril

I think #Nirmala needs a biopic made starring herself and Salman Khan 😉 #tigershroff #salmankhan

The tail will wag the dog #Jioplatform #jiiipo #jio #ril

🤣, #RAGA and whattizname #arnab. I, as an Indian citizen need and deserve 'continuity' with reform.. There is none other than @narendramodi but there need to be changes

I just spent 12 mins listening to some media that berated an upcoming ipo and all that's wrong with it and it actually critically told me all that's right with it. My moneys on it 💥