The Devil's Advocate

Questioning consensus. Challenging assumptions. Debate over dogma.

[The Devil's Advocate @abkyakehna]

@ActusDei Yes but I am questioning exactly this limit. What purpose does it solve? Nothing other than providing forced liquidity to Indian stocks from small Indian investors, while rich guys are free to invest abroad with these other complicated mechanisms.

[The Devil's Advocate @abkyakehna]

@LarissaFernand Do these restrictions make any sense? If the big ticket investments can still be made via GIFT city or LRS route, wouldn't they anyway dwarf anything going through Mutual funds? This restriction only seems to be cosmetic that exclusively hurts average investor.

[The Devil's Advocate @abkyakehna]

@avasthiniranjan Yes. And while we are at it, CCTV and microphones should be installed in AMC offices and broadcasted live to investors to maintain credibility.

[The Devil's Advocate @abkyakehna]

@sama And how costly and efficient is it in the cases other than "many cases" you mention here?

[The Devil's Advocate @abkyakehna]

@sama @TheAhmadOsman Ask "how we can improve" from someone who is not liking your product. What is this self pat on the back but humble at the same time routine?

[The Devil's Advocate @abkyakehna]

@devinamehra @neeleshmisra Ye entitlement of Indian men nahi, entitlement of Indian elite hai jise sari life apna koi basic kaam nahi karna padta/aata. Anyway kisi ki Beti ke Birthday post pe itna serious react karna bhi not cool.

[The Devil's Advocate @abkyakehna]

@mcuban @HouseOfMirth29 Actually what people invest is the left over after investing on oneself for food, clothes, shelter, entertainment etc. It doesn't make sense to over-invest on oneself.

[The Devil's Advocate @abkyakehna]

@HedgieMarkets Remind me, how much stake $googl has in SpaceX and Anthropic? Is it more than these deals are worth?

[The Devil's Advocate @abkyakehna]

@abhi_0509 @ActusDei So only USP for MFDs is that they help investors hold on to investments? That's a real low bar. There has to be a bigger value proposition for MFD fees to make sense. I think most important is to tailor the portfolio to investor needs and to keep doing that as needs change.

[The Devil's Advocate @abkyakehna]

I asked Gemini to analyse average Weekly minutes on YouTube watched for various channels, and @ravish_journo alone beats some of the channels with unlimited resources like @aajtak @TimesNow @ZeeNews , only slightly behind @republic.
@kunalkamra88 @RoflGandhi_

[The Devil's Advocate @abkyakehna]

@manas_muduli @RichaChadha Bhai right me to building tedhi bhi hai.

[The Devil's Advocate @abkyakehna]

@amitisinvesting The lack of any differentiated products from any of the hyperscalars or down the stack chain suggests that AI is so far mispriced. Not that it won't have big impact, but you can't have great margins if 4 other players provide exactly the same product.

[The Devil's Advocate @abkyakehna]

@amitisinvesting And if only thing one needs to be great in this space is to have more compute, how is compute or AI capabilities any different from a commodity like rare earths? So far, who has a MOAT except $NVDA? Gemini is as good as chatgpt or anthropic. What's the big differentiator?

[The Devil's Advocate @abkyakehna]

@StockMKTNewz Who will deploy it? $TSLA or xAI? They are two separate companies.

[The Devil's Advocate @abkyakehna]

@AxisMutualFund Thanks a lot for the clarification.

[The Devil's Advocate @abkyakehna]

@AxisMutualFund the TER for your Greater China FoF is 0.65%, while the TER for the Schroeder greater China fund that it invests in is 0.75%. Can you please confirm whether the TER you quote is including the costs for underlying fund, as is the case e.g. with @EdelweissMF's fund.

[The Devil's Advocate @abkyakehna]

@AxisMutualFund Why do you need my PAN to answer a general question on yourfund?

[The Devil's Advocate @abkyakehna]

@ActusDei @sahilkukreja9 @Iamsamirarora But on the other hand, are the international funds saturated already? I don't think people want to include international funds in their portfolio in general. Home bias is strongly ingrained. The India growth story.

[The Devil's Advocate @abkyakehna]

@StockSavvyShay What is the meaning of "cutting two-qubit gates"? Just mindless copy pasting stuff to sound smart.