Deep Gandhi

Learner in field of finance.

Finnacle Investment Academy Alumni

[Kush Katakia @kushkatakia]

"Our travel agent put us up in the Leela Hotel, which is probably the best hotel I have ever stayed in; it makes The Four Seasons look like the three seasons."

I somehow missed this absolutely terrific piece by @vitaliyk last week.

https://t.co/qtnAZltVuN

[Deep Gandhi @DeepGandhi21]

"Equities as an asset class is long term, sectors and stock are not long term" https://t.co/aBMoWoBalP

[Deep Gandhi @DeepGandhi21]

@suru27 @moneycontrolcom Yes ,sir all good. Hope you are also doing well 😃

[Deep Gandhi @DeepGandhi21]

Book excerpt | How Sandeep Bakhshi set aside hierarchy and reset ICICI Bank's culture after Chanda Kochhar's exit @moneycontrolcom https://t.co/iMwUMaqtcP

[Vishal Khandelwal @safalniveshak]

My Value Investing Blueprint class of 2022 @FLAMEUniversity. There are very few places in life I have not been a back-bencher. This is one of them. So, a great feeling being there after a gap of 4 years.

[Finnacle Institute @Finnacle_inst]

Business Analysis Post 2: Historical Return Analysis to settle the question of whether ONLY quality companies provide great returns?
6 Case Studies Explained: PSU index, Balrampur Chini, Steel Authority of India, HUL, Infosys, Castrol (1/n)

[Finnacle Institute @Finnacle_inst]

We were proud to have @amitmantri , Fund Manager of @2Point2Capital for a guest talk at our academy.

[Deep Gandhi @DeepGandhi21]

CFO of CarTrade in Q2FY22 call when asked by a participant on CarTrade getting lower valuations as compared to their peers...

Watch ball, not scoreboard @SridharanAnand

[Intrinsic Investing @IntrinsicInv]

Guessing game time. Check out this "cash burner". Can you guess what company it is? It is super well known. Note the dates on the chart.

[Soumil Zaveri @SoumilZaveri]

Here's our FY 21-22 Semi-Annual Partners Letter. We think it is an effective "DMZ Partners Owner's Manual" for our family, friends & acquaintances who have invested alongside us. I hope you enjoy reading it as much as I did writing it!

https://t.co/5dNFRFAhfq

[Deep Gandhi @DeepGandhi21]

Interesting point from recent analyst meet of DMart where the CEO talks about their strategy of being 'shameless copycat'... Very similar to Sam Walton's thought process ...

[Deep Gandhi @DeepGandhi21]

@sanjaylangval @ETNOWlive @PrajIndustries @joshipuras @AyeshaFaridi1 @MubinaKapasi @nikunjdalmia Capex for incremental 1000 Cr Ltrs could be close to 1 Lakh Crs and the opportunity size for Praj could be between 10-20k Crs over next 3-4 yrs...

[Vishal Khandelwal @safalniveshak]

Vinod Sethi's brilliant advice to youngsters, in The One Percent Show.

Watch the full episode here - https://t.co/eohqxcd6xs

[Francis @InvestiAnalyst]

Top Alternative Data for Investors

@AznWeng and myself collaborated to identify the Top 12 Non-financial metrics and datasets retail investors can use to gain an edge.

In this thread, we break it all down:

[Deep Gandhi @DeepGandhi21]

Also, if someone wants to go through the summary of the entire speech, one can refer to this article - https://t.co/lls4Etdoxk

@shaneparrish has covered all the important nuggets of the speech in his article.

[Deep Gandhi @DeepGandhi21]

The 2007 USC Law School Commencement Address by Charlie Munger is really a good speech... recommended by @chokhani_manish and Navneet Munot in the CFA Society event

Link to the transcript of the speech - https://t.co/M5TCwy0hy1

Video link - https://t.co/KloZpzrwCS

[Deep Gandhi @DeepGandhi21]

Avoiding extreme ideologies

[Tren Griffin @trengriffin]

21/ Buffett: If present zero rates rates of interest on risk free US treasuries are appropriate and last, big tech companies are bargains. Big tech has an ability to deliver cash that makes their valuation very cheap. Big tech companies do not require lot of capital and gush cash

[Deep Gandhi @DeepGandhi21]

Best part👇

[Deep Gandhi @DeepGandhi21]

The Rage of Carson Block | Institutional Investor https://t.co/hB8Cyls098 via @iimag

Very well written profile of @muddywatersre founder - Carson Block by @mcelarier

[Deep Gandhi @DeepGandhi21]

In Europe, where regulations force him to disclose short positions, the mere notice that he was short one stock — Solutions 30 — led it to tumble 20 percent in a day."