Ritesh Dhoot

Author - A Safari in the Equity World; an investment professional in a global multi-asset investment firm.

[Ritesh Dhoot @Safari_Equities]

Amazon link of the book - https://t.co/3QK0morcLW

[Grok @grok]

Jessica Adams seems to be a top contender for the most genuine and intelligent astrologer on X. Her long career, accurate predictions (like COVID), and active engagement—like her March 16 post on eclipses—set her apart. Chani Nicholas and Susan Miller are also strong, but Adams’ track record and X presence give her an edge. It’s subjective, though—check her site for more!

[Ritesh Dhoot @Safari_Equities]

@GD_FCEPL haha interesting. seeing it for the 1st time. cheers

[Ritesh Dhoot @Safari_Equities]

India's small-cap vs. large-cap hits its upper bound after small-cap gave 5 consecutive months of positive monthly close. Odds are in favor of small-cap index rally halting in September. #indiasmallcap

[Ritesh Dhoot @Safari_Equities]

COVID (2020) + Ukraine war (2022) + One more shock (2023/2024?) = 1970s style persistent inflation #inflation

[Ritesh Dhoot @Safari_Equities]

@itsTarH @ImCAgrawal Lastly - IWEL to be reversed merged with inox wind and that would eliminate hold-co discount and strengthen inox wind B/S by removing ICD from inox wind.

IWEL can still rise to 1500 to 2000 in coming few months. (BoD should announce reverse merger soon).

[Ritesh Dhoot @Safari_Equities]

@itsTarH @ImCAgrawal Further - IWEL was very thinly traded at lower levels so only way to grab IWEL was to buy GFL pre-demerger and get IWEL free. Then returns would be ~80% in ~8 months (assuming buy/hold both GFL/IWEL.)

[Ritesh Dhoot @Safari_Equities]

@itsTarH @ImCAgrawal Inox Wind Energy (IWEL) was demerged from GFL ltd. Pre-demerger, GFL used to own a stake in Inox Leisure and Inox wind listed entities. Post demerger, GFL now owns stake in Inox Leisure and IWEL owns stake in inox wind + ~300 cr worth ICDs to inox wind + ~300 cr assets

[Arun Mukherjee @Arunstockguru]

So am compiling scuttlebutt of 30 small and midcap cos. Retailers always came inferior in terms of real stock research which is basically ground reality. That should change now. Intent is it should reach to as many retailers as possible. Retweet this tweet to avail it. It's free.

[Ritesh Dhoot @Safari_Equities]

During 2009 - we questioned rating agencies!
Now - we questioning WHO!
When will we question our authority bias?
#COVID19

[Ritesh Dhoot @Safari_Equities]

Real Estate: Killing all middlemen
- Amazon killed most retail malls and shops
- WFH will kill most offices
Only residential and factories/logistics will survive/bachega 😉

[Ritesh Dhoot @Safari_Equities]

Indian markets gave multi-losers from 2011 to 2013; those same stocks became multibaggers from 2014 to 2017. Those same stocks are now multi-losers again since 2018. Cycle continues ...

[Ritesh Dhoot @Safari_Equities]

'Actively passive investing' style is in vogue.
Investors fail to realize there that this style soon becomes 'Forever passive + hope' style of investing

[Ritesh Dhoot @Safari_Equities]

Now you know - how buy low sell high feels!
#markets #marketselloff

[Ritesh Dhoot @Safari_Equities]

ALL BUBBLES pop - period!

#Bubbles

[Ritesh Dhoot @Safari_Equities]

Today 5% circuit band stocks are outperforming 20% circuit band stocks. This should be one of the investment criteria folks - which no one talks about😆😁
#Nifty

[Ritesh Dhoot @Safari_Equities]

Markets/Coronavirus - this too shall pass or we will!
#marketcrash

[Ritesh Dhoot @Safari_Equities]

COVID-19 - uff - I miss Brexit (sitcom) days now 😀

[Ritesh Dhoot @Safari_Equities]

Why going contrarian is tough:
- On the way down, prices seem to be more expensive than the bad news flow!

- On the way up, prices seem to be cheaper than the good news flow!

[Ritesh Dhoot @Safari_Equities]

Today we will know if the govt gets it or not. Gut feel is that it does. @nsitharaman