If a stock runs too much, it only means that the price is getting front loaded and one should be ready for sub optimal/ negative returns in the future. This is what is happening in coffee can stocks like Kotak, Bajaj Finance, HDFC etc (1/3)
#LongTermInvesting
I didn't tell her anything but in my mind I thought she has bought it at the top and I was expecting the gold price to fall. Since her purchase, price has increased by 70%. Looks like I just need to follow my mom's advice for investment in gold (n/n)
My mom time and again proved that she is a better gold investor. In 2019/20, gold then had already gone up by about 50%. My mom wanted to buy some gold. I told her that gold has gone up so much recently so don't buy now instead join a 11 month plan with GRT (1/3)
She was hesitant but did as per my suggestion and ended up paying more than what she would have paid if she had gone by her plan. One year back she bought some gold and told me later ๐ (2/n)
Like KKR went with the only objective of buying Vekatesh Iyer last time, this time CSK went with only two buys in mind - Kartik Sharma and Prashant Veer. 14.2 Cr for both of them. Huge. Hope they don't disappoint.
#iplauction2026
@Akshat_World Your 15-16% assumes tat d underlying doesn't fall much.If it falls either u will hav to sell a lower strike call to get similar rental return which means there is a chance of missing d recovery of unrealised loss in underlying or u have to stop selling calls.Not easy as portrayed
People want to invest in all the top performing funds. No fund can consistently be a top performer. No point in having many mutual funds in your portfolio. Just stick to 3 to 4 funds max that suits your style.
TAKEAWAY
The conclusion is consistent across all four categories.
Whether it was Large, Mid, Small, or Flexi Cap, 2-3 funds delivered most of the diversification.
Going beyond that offered little upside and often diluted returns.
For the next few days, my timeline is going to be filled with PPFAS AGM. This obsession with PPFAS Fund worries me. Note that I am an investor.
#MutualFund
@CdslIndia is the worst service provider. Actually worst service provider is an understatement. I wish more players are allowed to act as depositories. Unless competition increases, these guys will not improve their service.
#stockmarketsindia
GST refunds are stuck for months due to technical issue. GST dept. has no clue what the issue is & the helpdesk is not giving resolution. When taxpayers are penalized for delay in making GST payments, shouldn't the same be applicable for Government? @FinMinIndia@nsitharamanoffc
Mumbai Indians shows they are from Reliance group. A proper appraisal kind of meeting with players for retention. Asking players to list out strength and weakness and what they did last year. Why should they be given appraisal ๐
#IPLRetention#IPLRetention2025