Aman Aggarwal

Trying to write in 140 characters. Varied results. News Junkie. Movie Buff. Music Insomniac. FB Abandoner. Twitter Addicted. #JeSuisAuditor.

[Aman Aggarwal @_amanaggarwal]

Plot of New Netflix Series #southkorea

[Learner Vivek Bajaj @vivbajaj]

Classic case study is HDFC Bank in India.

[Aman Aggarwal @_amanaggarwal]

"Stay long enough, and the surprises in either direction begin to converge into the number you were promised"

Great read!

[Capitalmind @capitalmind_in]

Virat Kohli's ODI average is 58.71. Across 299 innings, 3 out of every 4 times you watched him bat, the score was nowhere near that number. You were either gutted he got out cheap or on your feet because he was building something special.

The equity returns you've been promised work the same way.

Nifty 50 TRI has compounded at ~11.5% since 2006. Out of 4,978 rolling 1-year windows, only 23.5% landed inside the 8-16% band which is what you’d expect for a 12% ROI.

Below 8%, you decide equities were oversold. Above 16%, you book profits before the correction. Either way, you've quit on a single year’s performance.

Stretch to 5 years: 63% of windows land in 8-16%. Stretch to 10 years: 92%.

The ~12% promise has been real historically. It's just not a promise about your next year. It's a promise about a horizon long enough for the extremes to cancel out.

The average year isn't something you live through. The long run is.

Read the full piece here: https://t.co/FnG4dfVA79

[Aman Aggarwal @_amanaggarwal]

IT stocks kya gire log fund ki cash pile ko zero hi kar diye

[Aman Aggarwal @_amanaggarwal]

@MehulMittalM3 @rishrox19 You can actually post the entry in the previous FY and then select "new and changed masters" when changing to next financial year. It takes 5 seconds

[Aman Aggarwal @_amanaggarwal]

@deswal_champ Ppfas never held reliance as an equity position. It kept it as arbitrage position

[Boss Investor @BossInvestor24]

RSI below 35 = technically oversold.
ROCE above 20% = fundamentally strong.

69 quality businesses are in deep oversold territory right now.

Their earnings didn't disappear. Their price just got hammered. No recommendation.

[Aman Aggarwal @_amanaggarwal]

@RayhamUnplugged NZ won the toss and "elected" to field first. Wake up bro

[Radhika Ras 🪷 @GitaInspire]

Some people can't believe it's real 🫴🏻

[Sekhar @LearningEleven]

Don't just focus on Syntax, understand the semantics

The TIA 20-20 ideas list has been in wide circulation for the last ~20 hours across X, WhatsApp and Telegram groups.

Some tried to connect the dots, but an equally loud set of reactions was:

“Thank God I don’t hold any.”
“None of these will perform.”
“Predictable.”

Everyone is entitled to an opinion. But very often, the essence gets completely missed.

Point in case, Mr. Katariya's stock idea was Vedanta.

When the list gets circulated, people would only look at the name Vedanta and immediately form their impressions. Opinion formed. Judgment delivered. Case closed.

What the social media warrior didn’t notice: nearly half the discussion was actually about the commodity cycle, aluminum, copper, and the broader supply-demand dynamics. Vedanta was merely one idea to express that thesis.

If you truly listened, you could pick up multiple ways to play the theme.

Another example: Mr. Maran spoke about Carborundum Universal.

The real takeaway wasn’t the stock ticker; it was tracking the outcome of their overseas acquisitions, whether they turn around or whether management eventually exits them.

And this applies to many ideas from the session.

When we react only to the name on a circulated list, we form instant opinions and miss the actual thinking behind it.

Idea lists are the summary. Conversations are the learning.

Attend events. Speak to participants. Interact with speakers. Understand the why, not just the what.

Otherwise, you end up analyzing the leaves… and completely miss the forest.

Issued in the public interest. Thank you for your attention to this matter!

[Aman Aggarwal @_amanaggarwal]

@LearningEleven @stayatginger True, I stayed for TIA 20-20 and it's a subpar property. Shifted hotel on 2nd day.

[Aman Aggarwal @_amanaggarwal]

@investing_t20 The exp ratio might be 0.2% for the fund itself but isn't the cost higher ? - the exp ratio of all the ETFs the fund invests in would also be deducted from the return

[Aman Aggarwal @_amanaggarwal]

😂😂 AI sirf naam ka hai

[Falak Kalyani @FalakKalyani]

IEX's income from deposit > total expenses

Bhai business ka pura kharcha investment ke byaj se nikal raha hai.

Aisi feeling aati hai ki jaise Mera ghar ka pura kharcha FD Ke interest me nikal jata ho aur puri salary Bach Rahi hai..

[Aman Aggarwal @_amanaggarwal]

@SakethTammineni The "promoter" selling referred to is actually a P/E fund - nowhere connected with the management of the business. Issue clarified by the mgmt in multiple concalls

[Aman Aggarwal @_amanaggarwal]

@InvestWithAkhil Stock market

[The Cinéprism @TheCineprism]

#BringBackMindhunter
https://t.co/ft0x861pTl

[Aman Aggarwal @_amanaggarwal]

@rrachakonda1 @FalakKalyani @BeatTheStreet10 10yr P/e is 23 times as per screener. Also growth in earning is depressed because of high depreciation and interest for upfront capex while earnings will come in future (hopefully) , hence peg is high

[Aman Aggarwal @_amanaggarwal]

@FalakKalyani @BeatTheStreet10 True, market is currently ignoring the stock vis a vis wait and watching the business. Rerating depends hugely on execution capabilities of Mr. Galla and nxt generation promoters going forward #amararaja

[Arindam Paul @arindam___paul]

New product launch alert

The 3 word insight for the water purifier category was “Consumers feel cheated”

When you go deeper, you unravel the silent frustrations that come with it:

•The ₹5000+ you end up paying every year in service and filter changes-irrespective of how much the filters are used

•The back-and-forth with service teams who never show up on time

•The frustration of dealing with a machine that purifies water blindly, regardless of the input water quality. Sometimes you get corporation water, sometime tanker water. Both have different TDS levels. But the RO treats them similarly and your output TDS of the water you drink also varies

•And worst of all, if you stay in places where 90% of the time you get good quality Low TDS water, your RO may actually be removing essential minerals leaving your water too flat, too soft, and too

So we built something

It is India’s first water purifier  that checks input TDS levels in real time and basis that and the desired output TDS ( which you can set in the Atomberg Home app), it decides the most optimum filtration path. It has multiple filters and basis input TDS and user preference for output TDS, it optimizes the path

So, what does it mean for you? It means

•If your incoming water has high TDS, it uses RO+UV
•If your water is already in drinkable TDS range, it only uses UF and UV
•Because RO is used only when needed, filter life is significantly extended if your input water quality is better. Even if you end up using RO at all times, the filter life is still at least 2 years, thanks to our appropriately sized filters
•Which means fewer service calls and real savings year after year
•Saves 10000 liters of water every year as compared to a traditional RO purifier (with 25% recovery). That's equivalent to a fully loaded water tanker. Track your savings live in the Atomberg Home app.

No more paying for unnecessary filtration and No more blindly replacing filters every 6-12 months

Launch price of 17999.

2 years of full warranty including everything. And even after that, no AMC or other stupid things. You pay only for what you use. Full transparency of filter life on app

Live on both Atomberg website and Amazon