Nitesh

is it 2001 yet?

[Nitesh @NiteshFi]

@ravihanda At deeper levels, mule accounts operated directly by bankers themselves. Co-operative banks with much less regulation involved. From an Express report.

[Nitesh @NiteshFi]

@_svs_ truly heartbreaking

[Nitesh @NiteshFi]

@kshashi @manujosephsan Oh nice! But in Flow's case, obscure ≠ boring. What you/Manu are saying happens a lot though! Recent one for me was All we imagine as light. So much praise but so little to offer.

[Nitesh @NiteshFi]

@CalmInvestor Oh ok, confused it with 1Y drawdown.

And being 50% down from 2007 is even more shocking 😳

[Nitesh @NiteshFi]

“returns will be moderate at 12-14%”

MODERATE

#PPFAS

[Sonia Shenoy @_soniashenoy]

Nerd mode on ! 🤓

Sat down with market wizard @RajeevThakkar of @PPFAS to get to the bottom of his long term outperformance and understand his investing psychology.

Some takeaways :

➡️Market returns will be moderate at 12-14% going forward

➡️Do not expect the PPFAS flexicap fund to give same returns over next ten years like it did over the past ten

➡️This is neither a protracted bear market nor resumption of a big bull phase

➡️prefer to be at 20% cash levels now so that can deploy when better opportunities come

➡️The market will cruise at a moderate pace going forward

➡️Not interested in investing in China right now

➡️Identifying Mega trends is easy , drilling it down to the winner who takes all is the tough part

➡️Quick commerce is not for the faint hearted , too many players, too much competition so stay cautious

➡️Four mega trends : Gen AI , renewable energy, consumption and EVs .

Lots more was discussed on behavioural finance , equanimity in market and cash levels ! full episode drops soon ! ✨

[Nitesh @NiteshFi]

@SandeepParekh Thanks Sandeep for making these decisions accessible to non experts!

[Nitesh @NiteshFi]

@heydambis One can see a bit of remorse in his eyes. Virtual hugs to Bunty!

[Nitesh @NiteshFi]

@ravihanda Excellent execution!

[Nitesh @NiteshFi]

@Crazynaval Sir that DII doing all the buying is your #onefund only :P

[Nitesh @NiteshFi]

@Prashanth_Krish Nifty Midcap150 Momentum 50 is 3x of Nifty 50 in 5Y.

Both these momentum indices have received heavy hammering. Midcap one is down 4.5% today :)

[Nitesh @NiteshFi]

@Prashanth_Krish An example for such hidden talents:

Nifty 200 Momentum 30 is still above Nifty 50 in 1Y. And it's 2x Nifty 50 in 5Y.

[Nitesh @NiteshFi]

@Iamsamirarora @Viresshh Haha love your humour Samir.. rock on!

[Nitesh @NiteshFi]

@HariharNandan @anuragsingh_as You can post your counter without being disrespectful. I’d love to hear your side 👍

[Nitesh @NiteshFi]

60m long bridge built in day by our forces 🫡

[Colonel DPK PILLAY, PhD, Shaurya Chakra @dpkpillay12]

My Coursemate Gen VT Mathew #WayanadDisaster
Leading by example! GOC K&K Sub Area works tirelessly with his men to recover victims, no badges, no fanfare, just dedication & compassion.
60m bridge flown from Delhi to Kannur on IAF C-17, built in 24hrs by Madras Sappers
@adgpi

[Shyam Sunder @ShyamNation]

Range anxiety, poor charging infra, resale value, cost of insurance and repairs, to name a few hurdles to be crossed before EVs become a thing.

[Nitesh @NiteshFi]

@airtelindia It’s still down after 3 days. No fix!

[Nitesh @NiteshFi]

@Airtel_Presence My area broadband Internet is down for 40 hours and no one is giving any information on what is happening! @airtelindia