Harish Gupta

😎🤘🏻

[Harish Gupta @MeHarishGupta]

@abhayjainp Great Work Abhay!! 👏🏻

Just subscribed after trying out the free trial..😊

[Harish Gupta @MeHarishGupta]

@AMIT55B @soicfinance @stockscansin Great!! Thanks Amit..

[ValueEquity @EquityValueIn]

For me at least, position sizing is not directly correlated to highest conviction idea , it is a mix of lowest valuation and moderate conviction that builds a large position sizing

Margin of safety + conviction would mean a larger allocation

Do not confuse conviction and allocation and ego , let market decide the allocation by the gains making the stock a large part of your portfolio

Our conviction can become ego if we don’t respect what the market tells us

[Aviral Bhatnagar @aviralbhat]

https://t.co/lye1puttMm

[Vishan @vishan_29]

Many of us, including me, are the first generation in our families investing in equities.

At times, it may feel like we're behind when we see others talk about large portfolios, multi-baggers, or years of market experience.

But remember - we didn't inherit portfolios, investing knowledge, or a head start. We're building it all from scratch.

So be proud. You're not behind.

You're the one creating your family's equity culture and financial foundation for generations to come.

[Nithin Kamath @Nithin0dha]

I recently had dinner with Dr Devi Shetty, the founder of Narayana Hospitals. For those who don't know him, he's the guy who figured out how to do open heart surgery for a few hundred dollars when the same procedure costs a bomb in the US. Narayana has 18,000 beds across India, and if you ask most middle-class people in Bangalore about it, they'll speak highly of it.

There was one thing I kept thinking about over and over again after meeting him.

Narayana's market cap is around ₹38,000 crore. Now compare that to pretty much any half-decent financial services business in India, and it'll be valued more than that, including Zerodha. A brokerage, worth more than a hospital chain, that has probably saved hundreds of thousands of lives.

I get the arguments. If you're a fund manager/analyst, you can immediately explain it away using margins, capex, asset-light vs asset-heavy, and all that, and I'm not saying the market is wrong.

But it's still a strange world we've built, where the businesses closest to money get valued the highest, and the ones doing the hard and essential things get priced like boring utilities. A hospital carries physical infrastructure, enormous liability, thin margins and the actual weight of keeping people alive. And somehow that's worth less than a platform for buying and selling stocks.

I don't have a clean take on this. All of this just felt odd.

Ps: Nothing here is investment advice. For that, go to @zerodhavarsity

[Harish Gupta @MeHarishGupta]

@persistencecap You guys are just amazing!! Thanks for sharing... 😬😬

[Varsity @ZerodhaVarsity]

What if married couples in India were allowed to file a Joint Income Tax Return instead of two separate individual returns? 🤔

Right now, under the new regime, an individual can end up paying zero tax up to ₹12 lakh. But what if the total family income, considering both spouses, could be tax-free up to ₹20 lakh or even ₹24 lakh?
Let's dive in! 🧵

[Harish Gupta @MeHarishGupta]

@ishmohit1 Huge respect to you on the transparency Ish. You may be right or wrong (only time will tell) but for people like me, it's a real time learning on how to stay calm and take calculated calls during draw downs like these.. 🙏🏻🙏🏻

[Harish Gupta @MeHarishGupta]

@raghavwadhwa These are merely the key points extracted from the recent SOIC podcast..😐 @soicfinance

[Aditya Garg 🇮🇳 @Garg_Aditya_]

https://t.co/unBcVLBV9D

[Harish Gupta @MeHarishGupta]

@NaveenPolishety You deserve every bit of the success coming your way Bro 🙌
Watched the movie last night.. Man, what a performer!
Carrying an entire film on your shoulders and still keeping the audience laughing nonstop is no joke.
The theatre was a full-blown laugh riot. Take a bow👏🏻🔥

[Harish Gupta @MeHarishGupta]

@INOXMovies Please remove subtitles in movie theaters for god's sake!!! They are extremely frustrating and significantly detract from the viewing experience. If the film is available in regional languages, what's the point?

The movie's fantastic visuals were spoiled for no reason..

[Harish Gupta @MeHarishGupta]

@AnmolBhansali Hi Anmol.. On a different note - Why didn't we do concall for the first quarter?

[Harish Gupta @MeHarishGupta]

@LearningEleven Shekhar sir - Could you please share the registration link? (or dm me). I'm not on Telegram.

[Harish Gupta @MeHarishGupta]

@EquityValueIn Absolutely..

[Harish Gupta @MeHarishGupta]

@ChanderBhatia01 @LvL88Blastoise No need, We need some optimistic Bhatias as well sir ji.. 😁

[Harish Gupta @MeHarishGupta]

@EquityValueIn SJS Enterprises

[Harish Gupta @MeHarishGupta]

@AravSrinivas What the... 🫡