Rajat Sharma

Passionate Investor, Nature Lover, CFA level 2, MBA Finance, Tweets are Personal / Educational, Not SEBI Regd.

[Intrinsic Compounding @soicfinance]

Great, Good and Gruesome Businesses. A very important concept for investors!

Great Businesses- Very High and Rising ROCE and ROE. Typically companies which don't need capital to keep growing. For example- Nestle, Hindustan Unilever, etc

Good Businesses- Which generate above average Return On Capital but need to consistently keep reinvesting capital to grow the business. For example- HDFC Bank

Gruesome Businesses- Businesses whose return on capital is below the cost of capital (essentially destroying capital). Most commodity businesses fail to generate return on capital above the cost of capital over the long run.

Credit- A clip taken from @Raamdeo sir's interview on @CNBC_Awaaz YouTube channel

[Dr Prashant Mishra @drprashantmish6]

Three truths of life
1- Death
2- Fire -every year in Meghmani organics
3- Regular notice to HIKAL by pollution control board .

[Mohini Maheshwari @MohiniWealth]

Valid point

[Rajat Sharma @RKSharma99]

NSE IPO soon ?

[Nigel D'Souza @Nigel__DSouza]

Record-Breaking Turnover in Indian Stock Markets (Jan-Aug 2024)

1. Historic Milestone for NSE

a. All-Time High Cash Market Turnover:
- NSE reached a historic milestone, with cash market turnover hitting an unprecedented ₹200 lakh crore from January to August 2024.
🔥 This marks a 1.2x increase from the previous record of ₹163.5 lakh crore set in the entire year of 2023.
🚀 A remarkable 100%+ growth in NSE's cash market turnover compared to the same period in 2023!
👏 The turnover in just the first eight months of 2024 is 2.5x higher than the full-year figure of ₹83k crore in pre-COVID 2019.

b. Strong Surge in Daily Average Turnover:
- The average daily cash market turnover on NSE surged to ₹1.21 lakh crore, up from ₹66k crore in 2023.
- 🔥 This is 3.5x the daily average turnover in pre-COVID 2019.

2. BSE Also Seeing Significant Growth:
- BSE’s cash market turnover soared to ₹16 lakh crore in the Jan-Aug 2024 period, compared to ₹12.4 lakh crore for the entirety of 2023.

With both exchanges witnessing unprecedented growth, the timing couldn't be better for a potential NSE IPO 🤔

@NSEIndia @BSEIndia

[Rajat Sharma @RKSharma99]

Smallcap company having multibagger potential 🐎🐎🐎🐎

[Vivek @Vivek_Investor]

Sensible Investing 😎

[Fundamental Blasters @FundamentalGems]

Buffett, Lynch, Greenblatt, Rakesh Jhunjhunwala, Vijay Kedia, Ramdeo Aggarwal they all started in microcap for a reason.

It's the only place in the public markets where an astute investor managing a small sum has a structural advantage over institutions.

[LifeMathMoney ₿ | Unapologetic Truths. @LifeMathMoney]

28+ year old women are making TikTok dance videos like they were 16

As a society, we are receding

25 year olds behave like 15 year olds
35 year olds behave like 25 year olds, etc.

You rarely see a woman acting her age. They want to be seen as adults but not act like adults

[Rajat Sharma @RKSharma99]

@Maaachaaa69 Holding 3 stocks from the above list from 6-7 years

[Motilal Oswal @MrMotilalOswal]

Be - 
Calm, but alert, 
Smooth, but sharp, 
Relaxed, but ready, 
Humble, but confident.

[Vivek @Vivek_Investor]

🔥🔥

[Intrinsic Compounding @soicfinance]

Mr. Raamdeo Agrawal explains why retail investors should avoid leverage and speculation ☠️

Great advice from a veteran investor 💯

Credit: A clip taken from @ETNOWlive YouTube channel

[Naval @naval]

Instead of asking what books you should read, ask what ideas you should understand.

[Monika Halan 🇮🇳 @monikahalan]

Work, people, work.
Work for the salaries of govt employees.
Work for their pensions.
Work for their medical benefits in and after service.
And that's not enough.
Work to pay the bribes they need to work.
Work, people, work.
#thepensiondeform

[Indian Tech & Infra @IndianTechGuide]

🚨 Top 5 states account for 50% of formal job addition in Q1, FY25. (Moneycontrol analysis)

Maharashtra - 20.4%
Karnataka - 10.5%
Tamil Nadu - 10.4%
Gujarat - 8.8%
Haryana - 8.4%

[Sejal Sud @SejalSud]

Finding a co-founder is harder than finding a boyfriend in India 😭

[Naval @naval]

“Family” is the people who always want what’s best for you.

[Muthukrishnan Dhandapani @dmuthuk]

Many middle class people are just one hospitalisation away from becoming poor.

[Sourav @Dutta_Souravd]

A 40 year old friend in Bangalore hopes to retire by 50.

He has the below assets:

- 10 lacs gold
- 20 lacs in equity MF
- 50 lacs Fixed Deposit
- 1.5 Cr house with 80 lacs loan

Annual expense 12L, income 30 LPA.

Can he achieve early retirement?