Narayanan Ayipuzha

Believes in celebrating life's simple pleasures and the importance of right relationships - with nature, with animals and with each other- for right living.

[Narayanan Ayipuzha @a1narayanan]

@ZenNivesh Fulsome praise. Coming from the scion of one of India's storied business families makes it very, very special.

There is business writing and business writing. And then there is informed, empathetic portrayal of a business story, something at which you have succeeded🙏💐💐👏👍

[Narayanan Ayipuzha @a1narayanan]

@kanodiaankit12 Thank you, Ankit. Your words are very motivating 🙏

[Ankit Kanodia @kanodiaankit12]

Start your day with some wit and humour. 😀

"The husband is very clear who he is and where he stands in the family hierarchy. And that’s pretty low, higher than the mosquito but lower than the family cat."

For more:

https://t.co/ibHrQaMkw6

[Narayanan Ayipuzha @a1narayanan]

@kanodiaankit12 A small attempt to bring a smile on people's faces. Desperately needed in today's world

[Narayanan Ayipuzha @a1narayanan]

@NihitKshatriya @safalniveshak Happy for you, Nihit👍💐. Praying for your continued success 🙏

[Smart Sync Investment Advisory Services @SmartSyncServ]

Glimpses of MissioN SMILE 25th Webinar

Delivering A Deep Dive on Delhivery

A Short 🧵

Let's go!

[Narayanan Ayipuzha @a1narayanan]

Interesting contra view.

The argument is that businesses need to stay close to the customer to be relevant. Does being close only mean physical proximity? The same tech that rendered physical contact irrelevant can be leveraged to foster other elements of closeness?

[Smart Sync Investment Advisory Services @SmartSyncServ]

Slowly a large part of the market will realize.

[Smart Sync Investment Advisory Services @SmartSyncServ]

Q3FY23 Concall Notes

All in One document

203 Pages

71 Businesses

15 Sectors

150+ Hours of effort

"Retweet" to help us reach out and educate maximum investors 🙏

https://t.co/Tvy9PVd6fG

[Smart Sync Investment Advisory Services @SmartSyncServ]

Boys grapple with their portfolio.

Men write eloquent threads on “what they told you last quarter/year”

Legends discuss the Air India-Boeing Aircraft Deal

This one is for the boys. And girls too.

Read on!

"Retweet" to help us educate maximum investors.🙏

1/n

[Smart Sync Investment Advisory Services @SmartSyncServ]

5 Min Stock Idea

Smruthi Organics

Our team puts in a lot of effort to read ARs, ppts, concall transcripts & credit rating reports to write a 1-page crisp report for our community.

If you find value, plz "Retweet" to help us educate max investors.🙏

[Smart Sync Investment Advisory Services @SmartSyncServ]

5 Min Stock Idea

INDIAN ENERGY EXCHANGE (IEX)

Our team puts in a lot of effort to read ARs, ppts, concall transcripts & credit rating reports to write a 1-page crisp report for our community.

If you find value, plz "Retweet" to help us educate max investors.🙏

[Smart Sync Investment Advisory Services @SmartSyncServ]

@tapak7 Snippets from today's morning e-mail to our subscribers who are directly under our advisory ( not through smallcase) but same portfolio. We put the portfolio om smallcase last year.

[Smart Sync Investment Advisory Services @SmartSyncServ]

Don't Sell!

If you're a long-term investor, Don't Sell

You may switch occasionally, Don't Sell

Inflation rising, Don't Sell

War escalating, Don't Sell

Temporary underperformance, Don't Sell

Others Scream at you to Sell, Don't Sell

Sitting on Huge Profits, Don't Sell

[Smart Sync Investment Advisory Services @SmartSyncServ]

FMCG has higher longevity, more stability & lower growth rates.

In a tough economic environment, stock prices do well.

During the strong economic growth phase, they underperform.

We blind our vision by the recent performance & extrapolate it.

[Narayanan Ayipuzha @a1narayanan]

How about Wealth, Health and Peace? With Wisdom accruing as bonus? 😊

[Smart Sync Investment Advisory Services @SmartSyncServ]

Life is all about choices.

Same goes for an investor.

Wealth, Fame and Power are noticed by all.

Health, Peace and Wisdom are noticed by a few.

Which ones you would like to choose? 🙂

Book: How Adam Smith Can Change Your Life.

[Smart Sync Investment Advisory Services @SmartSyncServ]

5-Minute Stock Video

Balkrishna Industries

https://t.co/kDksA7qYo5

[Smart Sync Investment Advisory Services @SmartSyncServ]

5-Minute Stock Video

https://t.co/q9uxZm0gvO

[Narayanan Ayipuzha @a1narayanan]

Balanced analysis.
Interesting concept, but only for the very brave or the very foolish. Let the early adaptors test the market. Good luck to them🙏

[Ankit Kanodia @kanodiaankit12]

If you've come so far & liked what I wrote, I ask you for only 3 things.🙂

1. Any counterviews, plz share in the comment section.

2. Follow @SmartSyncServ for insightful research, tweets and threads as my team & I are more active there.

3. Retweet the 1st tweet

Thanks 🙂🙏

[Smart Sync Investment Advisory Services @SmartSyncServ]

SSIAS SIP Model Portfolio

Start Date: Aug 2020

20 Stocks

Equally weighted

Here's the performance in the last 20 months.

XIRR of 22.76% at yesterday's closing price.

🧵

[Smart Sync Investment Advisory Services @SmartSyncServ]

5 MIN STOCK IDEA

DALMIA CEMENT