Nithin K

Avid reader of Indian polity, psephology, equities & economics; investor since 17 years and here to share my insights, analysis and connect with like minded ppl

[Nithin K @_NithinK]

@ishmohit1 In reality, the tenth person would go with the flow (initially) and might take a hasty decision based on preliminary analysis. Detailed review would definitely follow depending on the importance of the issue

[Sahil Bloom @SahilBloom]

11 harsh truths that changed my life (and may change yours):

[Kelvestor @kelvestor]

Investor: I’ll buy the next dip.

- Dip happens -

Same investor: I’ll wait for a while before buying.

The stock market is the only place where people hesitate when there is a sale.

[Nithin K @_NithinK]

Signs of power shortage creeping up. Looks like good times for PLF to go up for generation companies

[Nithin K @_NithinK]

@itsTarH The uncertainty in execution as well as the insanely low margins in renewables (esp solar) make it difficult to pick a winner. Waiting for some more consolidation in the sector

[Nithin K @_NithinK]

@itsTarH And that will continue till we are the second most populous country in the world and have 60% families dependent on the sector

[Nithin K @_NithinK]

US Mortgage rates up by 50% in the last six months
Home loan rates in India can inch up to 9% in the next 2 years
Era of low cost home loans to end soon

[Ian Cassel @iancassel]

Your strengths are usually in the areas you are different from other investors. You don't have to be "contrarian". Alpha is generated by being just a little different in a disciplined and thoughtful way.

[Nithin K @_NithinK]

Those who master their thoughts master their destiny

[Nithin K @_NithinK]

“It's Not What You Buy, It's What You Pay for It That Determines Whether Something Is a Good Investment” ~ Howard Marks

[Ash Lamb @ash_lmb]

Exploit your full potential with the power of daily practice.

[Moneycontrol @moneycontrolcom]

#MCPersonalFinance: Time and again, we have heard that #valueinvesting has been dying, but every time value has roared back to give humongous returns. This time too it isn't different.

Few common traits that one should see in the #markets 👇
https://t.co/51KUmyUfVt

@sidd1307 ✍️

[Tar ⚡ @itsTarH]

That's some serious reduction in import duties on edible oil

[Nithin K @_NithinK]

@SamitVartak Many congratulations Samit

[Nithin K @_NithinK]

Every major dip in the market is an opportunity to introspect and certify your convictions. Drop in price doesn't mean a loss of value in the company but an opportunity to reshuffle your portfolio and add on to your convictions at low prices #SmartInvesting

[Nithin K @_NithinK]

#Bitcoin has lost more than 40% value since ATH. RBI Governor was absolutely right "cryptocurrencies have no underlying (asset)… not even a tulip"
Don't fall for the craze and invest in what is real only
Blockchain technology - YES
Cryptocurrency - NO

[Intrinsic Compounding @soicfinance]

Why blind cloning without knowing the allocations or thought process of someone else can be Dangerous?

One of the best case studies from Peter Lynch :)

Time for a short 🧵🧵🧵🧵

[Nithin K @_NithinK]

New hydrogen policy: Zero inter state transmission charges for 25 years (projects commissioned before June 2025)
Cost of #GreenHydrogen under new policy: Rs 250- 300/ kg
Impact of economies of scale to reduce cost further

[Nithin K @_NithinK]

SSV Ramakumar, Director research and development, IOC- New Hydrogen policy to reduce cost of #GreenHydrogen by 40-50%

[Nithin K @_NithinK]

Solar cost ₹ 4 to 7 per unit results in #GreenHydrogen production costs @ ₹ 500 per kg.
Cost of Grey Hydrogen in market is ₹ 150 per kg