Nimisha Pandit

Equity Research | Public Markets
Tracking businesses, capital allocation & cycles
Curious learner

[Fundoo Professor @Sanjay__Bakshi]

“Used actively and with intention, AI is more than a functional productivity tool. It advances what a single person can take on: a young professional fluent in digital tools for research, analysis, and execution can now do work that once needed a team

Think of AI as a huge, tireless brain holding answers to almost any question. But what to ask, within which constraints, and what to look for in the answer, is the part only the human can direct. Framing the right problem requires giving AI the right history and concerns. The quality of the answer is, in the end, governed by the quality of asking. For curious minds, that is an ever‑present opportunity: to expand learning, go deeper across topics, and follow an idea further than was ever possible before.”

[Nimisha Pandit @NimishaPandit]

What distingushes the great scientists from forgotten ones?
- Independent Thoughts & courage to persue them from young age
- Courage to take up imp problems
- hard work applied sensibly
- Handling ambiguity
Great read https://t.co/ZzXotzXAJz

[Beat The Street @BeatTheStreet10]

This is the office of a company whose market cap used to be around 70,000-80,000 Cr

Stock corrected 90% - Classic Case of Pump and Dump by Promoters

[Nimisha Pandit @NimishaPandit]

If you couldn't join us in Mumbai for our inauguration conference on Ethics, Governance and Sustainability, join us virtually by following live tweets at #ESG2026

[CFA Society India @CFASocietyIndia]

@rnsehgal Meet our host for the day, Nimisha Pandit, CFA, kicking off the much anticipated first session of the day!! Stay tuned!! #EGS2026

[Wise @trikcode]

Your future doctor is using ChatGPT to pass med school so you better start eating healthy

[Nimisha Pandit @NimishaPandit]

@BojanRadojici10 can you please share the prompt?

[Nimisha Pandit @NimishaPandit]

@AequitasL @sidd1307 Om Shanti

[Nimisha Pandit @NimishaPandit]

Interesting thought piece on the neglected blue collar work and why these careers might be most lucrative in coming years.
https://t.co/zvz30CdFuN

[Mohit Gang @Mohit_Gang]

Day light heist by OYO @oyorooms !

Long thread but pls read this to know how retail investors are being short-changed by Promoters !!

1) Oyo comes out with a normal postal ballot with 3 matters on 27th oct
- Increase in Authorised Capital
- Issue of Bonus CCPS
- Issue of sweat equity shares

2) Normally whenever you are a retail shareholder you would tend to ignore such postal ballots & emails from companies. Which is exactly the intention of this one - that one ignores the mail and does not action upon it.

3) Hidden beneath the second matter is a unique design to corner larger chunk of shares.

4) They come out with Bonus CCPS issue and give investors *only 3* days to respond to that

5) And the Bonus CCPS is a pure speculative bet which only "insiders and promoters" can control

6) Conditions of Bonus CCS are thus:
Its not a normal 1:1 issue but a high-risk, high-reward “IPO-linked” instrument.

For every 6,000 shares → 1 Bonus CCP

Class A (Default):
1 CCPS → 1 share
(if you do nothing, ignore or miss the mail - you get 1 CCPS which eventually converts to 1 Equity Share for every 6000 shares)

Class B (Opt-in):
If they are able to appoint "Merchant Bankers for IPO in this FY 25-26" → 1 CCPS → 1,109 shares.
(So, one gets additional 1109 bonus shares for every 6000 equity shares held now).

If no Merchant banker appointment → 1 CCPS → 0.1 share (which effectively means nothing)

7) Now understand the design here - most retails investors will be under "Class A" - as they will miss reading the hidden clauses in a 50+ page document, or miss the deadline as its just a 3-day window, or simply ignore it for multiple reasons.

8) Class B is clear winner here and a no-brainer choice. Because the upside is huge with very little downside. If they appoint Merchant bankers, one is eligible for extra 1109 shares for every 6000 shares held. That is a neat 18.5% upside !!

9) Now, only people who will know this & control this are promoters and senior folks in #OYO

10) What an idea sirji.. let common investors ignore this message. Only promoter and large Insti holders apply for this Class B. They appoint Merchant bankers at their whims & corner a large pool of shares for free !!!

11) Simply classic day-light corporate heist. By giving just 3 days to respond to this email (along with documentation requirement) they have made it virtually impossible for normal investors to opt for Class B !

12) Not sure, if this kind of a proposal will stand legal scrutiny and is even allowed in first place. Its betting of highest order and as always, 'The house always wins'.

Here the house (Oyo Rooms) has played its cards so well, that they will corner almost 18.5% extra equity with retail investors not even knowing what passed-by !!

Pls raise your concerns against this and let this be heard everywhere !

@_anujsinghal @blitzkreigm @SurabhiUpadhyay @MCA21India

[Nimisha Pandit @NimishaPandit]

@npparikh6 @PPFAS 🙏

[Multi-Act @Multi_act]

Tradition says what you buy on Akshaya Tritiya grows in value. But what does the data say?
We compared MCX Gold with Nifty 500 TRI across 4 metrics over 10 years. Gold outperformed in returns, volatility & drawdowns. Data + tradition = strategic investing this Akshaya Tritiya.

[Nimisha Pandit @NimishaPandit]

Gold gave nearly 30% returns in last year.

[Nimisha Pandit @NimishaPandit]

@KhivrajNaresh @NDTVProfitIndia It is always a pleasure to hear your view!

[CFA Society India @CFASocietyIndia]

We have a stellar line-up of #speakers for the upcoming conference in Pune, #AI in #Finance 2.0 - From Coding to Capitalism.
Date: 8 February 2025
Venue: @FLAMEUniversity , Pune
Time - 9 am to 5:30 pm
Early bird offer ends on 31 January, 2025. https://t.co/P1SOl6lJcv

[Nimisha Pandit @NimishaPandit]

@krushiparekh You can opt out when you change jobs. I did last year and luckily without wasn't very painful.

[Contrarian EPS @contrarianEPS]

Equity is slave to earnings, not to flows. Stop discussing flows and discuss fundamentals - Vetri Subramanian, UTI

[Nimisha Pandit @NimishaPandit]

@ashwinidamani seeking alpha, good curated articles, and insightful comments by investors.

[Sandeep Kulkarni @moneyworks4u_fa]

Don't know who this guy is but I concur with whatever he is saying.

[Kuntal Shah @Kuntalhshah]

Thanks @TIA_Investors, @shyamsek, & Govindbhai for the opportunity to address the august crowd at TIA Bulletproof Investing Seminar. @shyamsek gave me the dreaded task of speaking on the Art of Selling at a time when indices, gold, property, etc. are at all-time highs!

[DR JAGADISH J HIREMATH @Kaalateetham]

I am Dr Jagadish Hiremath & I approve this message.