Jigar Mistry

Director, Buoyant Capital; personal views here. See @Buoyantcap for formal views

[Kush Katakia @kushkatakia]

There are times when looking for multi-baggers is a high-probability exercise. There are other times when the multi-bagger hunt becomes less an investment process and more a narrative chase.

After a several-month gap, the myth-buster @jigarmist is back.
https://t.co/YFfrgy5Nai

[ET NOW @ETNOWlive]

#OnETNOW | "India remains the macro darling in an uncertain world, but the shift from public capex to consumer-led spending is creating near-term uncertainty at micro level,” says Jigar Mistry, Buoyant Capital

Full Interview: https://t.co/YN2hTgPzHe

@jigarmist @kavitath @ankurmishrasays @davemansi145

[Jigar Mistry @jigarmist]

#141: From fences to factories to neural nets—every revolution reshaped power, belief, and markets. This piece explores how the AI era is changing what it means to invest, and why surviving cycles may matter more than picking winners. https://t.co/q5JO9CPzH0

@BuoyantCap @viralnb

[Moneycontrol @moneycontrolcom]

🚨Big trends; Big risks; What to buy? How to shuffle? What to sell? What does 2025 hold and how do you navigate the year?🤔

🔴Tune in #LIVE to this exclusive conversation of Jigar Mistry (@jigarmist), Director of Buoyant Capital, with Moneycontrol's @N_Mahalakshmi_ at 11 AM👇
https://t.co/T4JQYz48Vz

#StockMarket #MarketsWithMC

[N Mahalakshmi @N_Mahalakshmi_]

Excited to curate and host MC Learn Alpha Edge this weekend with some of the best fund managers and analysts @pankajtibre @Kuntalhshah @jigarmist @nrmangal Unmissable lifetime investment. Register now @moneycontrolcom @iNandita13
https://t.co/Is8Tp1EA5X

[Buoyant Capital @BuoyantCap]

To read more, click here: https://t.co/yduBLxOUb6
@jigarmist @viralnb

[Jigar Mistry @jigarmist]

Letter 139: When does information stay mere information, and when does it become true insight? Today’s article explores how shifts in equity ownership shape performance, impacting both market outlook and fund analysis. https://t.co/8V8sT34UT7 @BuoyantCap

[Buoyant Capital @BuoyantCap]

Read on to find out more : https://t.co/CO0BlZJMIY
@jigarmist @viralnb

[Jigar Mistry @jigarmist]

Letter 138: In the U.S., the Mag-7 drive nearly 50% of market growth, while in India, retail-led small caps soar, with 800+ stocks doubling since 2023. Will this ownership-driven dislocation continue, or will fundamentals prevail? Here: https://t.co/qaI0x1tOs0 @BuoyantCap #market

[Jigar Mistry @jigarmist]

Letter 137: If this chart worries you, you're not alone. Losses have exceeded half a trillion, but it’s not as bad as it seems. We break down how we got here and what’s needed for recovery. Here: https://t.co/KbIMuN00vw
@BuoyantCap @moneycontrolcom

[Jigar Mistry @jigarmist]

Link to our full article in @EconomicTimes is here: https://t.co/cfriiJwc3W

[Jigar Mistry @jigarmist]

Letter 136: Chinese cos adapting Western models now exceed $1T Mcap, driven by restrictive ecosystem. India’s open market model enables individual success but limits corporate scaling—Xiaohongshu just hit $200M in profits. Guess how many Indian firms match that? @BuoyantCap

[Jigar Mistry @jigarmist]

Letter 135: As the RBI MPC announces its rate decision today, we look back at the 800 bps Repo-FFTR gap in 2013 vs 150 bps now and what has changed in between. We also assess NIM impact & which banks are best placed. https://t.co/6cLXRcGJhf

#RBI #Economy #Banks @BuoyantCap

[Jigar Mistry @jigarmist]

Link here in case tinyurl does not work.
https://t.co/eoX8jMHkmi

[Jigar Mistry @jigarmist]

Letter 134: Intel’s dominance in chips faced setbacks due to shifting market dynamics. Our latest ET article delves into Intel's fall behind ARM & NVIDIA, and the risks in valuing high-growth firms. Read here: https://t.co/tFLz7zwukI @BuoyantCap

[Jigar Mistry @jigarmist]

Letter 133 | Steel Storms: European steelmakers urge the EU to address market disruptions from steel imports. Our article dives into ArcelorMittal’s rise, its recent struggles, and why the steel industry is so cyclical https://t.co/6oXx93Ea17 @BuoyantCap

[Jigar Mistry @jigarmist]

China today is not Japan of the 1980s. Our ET article explains how Japan fell into prolonged stagnation, the distinctions in China's strategy, and the potential implications for Indian investors. Read here: https://t.co/6EQKvFutEK

[Jigar Mistry @jigarmist]

Letter 132 | China’s Challenge

China is avoiding Japan's "lost decade" by pivoting to consumption-led growth with rate cuts and new stimulus. Japan's prolonged stagnation serves as a warning:

Read here: https://t.co/6EQKvFutEK @BuoyantCap

[ET NOW @ETNOWlive]

#OnETNOW | Can you maximize returns in volatile markets? Buoyant Capital's Jigar Mistry shares insights on financial sector opportunities, Nifty’s growth potential, and large vs small-cap profitability!

@jigarmist @BuoyantCap @_anishaj @soumeet_sarkar
https://t.co/8gStFHVgRo

[Jigar Mistry @jigarmist]

Letter 131 | Fed-friendly feeds
From Newton’s blunders to Volcker’s shocks, history shows wild economic swings. But today’s rate hikes are different. Read how subtle online messaging helps create a new frontier of economic influence here: (ET) https://t.co/nDLZfuHYlL @BuoyantCap