Bhageerath

[Bhageerath @Bhageeath2]

@connectgurmeet Good one

[Gurmeet Chadha @connectgurmeet]

#WarrenBuffett latest portfolio update
1. New stake in JP morgan $4bn, added Goldman n reduced Wells Fargo. Financials now 29%
2. Berkshire added stake in Oracle. Added Apple. IT now 42%
3. Other new buys-The Travellers cos,PNC Financial services
4. Top 5 holding-71% of portfolio

[Mahesh 🇮🇳 @invest_mutual]

Thread DeMo and personal income taxes by @teasri
"Demo's primary effect was on individuals evading taxes. So, the correct metric is personal income taxes (PIT). PIT is at a record level!"

[Gurmeet Chadha @connectgurmeet]

#NBFC update Nov
-Maturing Commercial papers refinanced/rolled over
-spreads beginnin to narrow, yields lower vs Oct
-Flows turnin positive 4 ultra short funds
-MFs opening taps selectively to NBFCs.Quality names raisin funds at better yields
(source-FMs of MF,CP issuance data)

[kshitiz @kshitiz_m]

@connectgurmeet @Cristiano @PuneetSingh84 Best gift any dad can give. What a right balance...example for future. Buying a great asset and becoming a share holder of the same asset which you Believe is the best in category. #eicher

[Gurmeet Chadha @connectgurmeet]

This image truly represents RISE of INDIA!
“Abhi to naapi hai mutthi bhar zamin humne Abhi to sara aasman baaki hai”
Congratulations @isro team for successful launch of #GSLVMkIIID2 and making us proud !

[Gurmeet Chadha @connectgurmeet]

Market outlook ,earnings season with focus on OMCs, Pharma and some long term investment ideas. #BQLive Indian Open.

[kshitiz @kshitiz_m]

India jumps 73 spots to 26 rank in World Bank’s electricity accessibility list | india news | Hindustan Times - https://t.co/y7s9ltvADC. @PiyushGoyal kudos sir. @sumitsaurabh @MajorPoonia @hvgoenka

[Gurmeet Chadha @connectgurmeet]

#Wednesday #Humour #Men

[Bhageerath @Bhageeath2]

God bless sidak👍

[Gurmeet Chadha @connectgurmeet]

Happy birthday Sidak !
Bday present -A joy ride on #RoyalEnfield ,cake wid favourite football star & some #Eicher shares
Striking a Right balance of physical n financial assets early is d key! @Cristiano

[Gurmeet Chadha @connectgurmeet]

#harleydavidson sells 2.4 lac bikes annually wid US mkt accounting for 1.4 lac bikes -60% share

Eicher sells 8.2 lac #RoyalEnfield bikes annually but only 1000 units in US

As US mkt shifts to middleweight bikes ,success of Interceptor & Continental 650 cc cud be a key trigger?

[Gurmeet Chadha @connectgurmeet]

@NayantaraRai Need a right balance of short term liquidity infusion n long term structural clean up .As Sanjeev Bajaj said -Patient is in emergency-u first need to revive n may need steroids which r not good in long term but needed to save him..structural treatment can n must follow #RBI

[Gurmeet Chadha @connectgurmeet]

Undue pessimism(earlier)& sudden optimism(now) r both injurious 2 portfolio health. Pointers
-mkt cap to GDP 76%
-nifty P/E trailin 24(fwd 19)
-P/B 2.6 (FY19)
-1 yr CP at 8.5%,200 bps spread over repo
Debt also attractive(UST/ST funds).Focus on asset alloc n risk adjustd returns

[Gurmeet Chadha @connectgurmeet]

Berkshire does a buyback of $1 billion after 6yrs. #Buffett considers buyback as better use of cash over dividends.
His Buyback criteria-share price is at a discount to its INTRINSIC value.
Time to lap up BRK class B shares or it signals lack of opportunities/ steep valuations?

[Gurmeet Chadha @connectgurmeet]

Diwali Mahurat Tradin is special as
- Its auspicious
- Helps review n rebalance portfolio
- Most importantly, going up d learning curve as u approach things wid an open n +ve mindset

My take on markets n investment ideas on Diwali special show #BQLive #Samvat2075

[Gurmeet Chadha @connectgurmeet]

DO IT!!
#SaturdayMotivation

[Gurmeet Chadha @connectgurmeet]

1 cr loan approval in 1 hr on GST portal is a BIG one.Achieves twin goals-

1.More MSMEs to register for GST, improve tax compliance n integration wid formal economy

2. Easy access to credit at low cost-2% lower

This cud be CIBIL & Bajaj Finance moment for #MSMEs n PSU banks

[Gurmeet Chadha @connectgurmeet]

2018 has been a tough year for global #equities .Only a handful of indices in green on a YTD basis .#NASDAQ n #IBOVESPA ( Brazil) d prominent ones.

India hasn’t done too badly wid #Nifty down 3% YTD. However, d median correction in markets is much deeper.
#Chart

[Gurmeet Chadha @connectgurmeet]

@larissafernand Yes . 12% plus nominal growth , 14-15% corporate profitability growth for last 3 decades , well diversified economy with low dependency on few sectors and most importantly the fastest growing economy for next decade or so .

[Bhageerath @Bhageeath2]

😂😂

[Gurmeet Chadha @connectgurmeet]

#Delhi card parties r fun. An affluent #Punjabi uncle askd me “puttar ji market da ki haal hai”

Me-volatile

Uncle-Hmm.Thalle jayega.(wil go dn)Gave view on oil,FED,NBFCs

M-Did u incur loss?

Uncle-Na. Mkts r charaterless ji. Ussi sirf LIC karde Han. Saanu ki 😀
@Iamsamirarora