JosephSpeaks

Passionate in Investment, Chartered Accountant, CFA analyst and long term investor, Success in business and investments and consulting

[JosephSpeaks @connectjosef]

@sandipsabharwal ppfas sold BSE

[JosephSpeaks @connectjosef]

@reachanandl Raymond Ltd on transformation

[JosephSpeaks @connectjosef]

@dmuthuk How is the strategy worked, trying to understand in a difficult market times has this worked?

[JosephSpeaks @connectjosef]

@ravihanda And honestly zero value add they do in today’s world

[JosephSpeaks @connectjosef]

@ParthaAwe will be a multi bagger in few yrs, not so many companies in good group and business line available at reasonable valuations and good management

[JosephSpeaks @connectjosef]

@reachanandl do you see Raymonds it’d transitioning to aerospace and precision engg, a potential one?

[JosephSpeaks @connectjosef]

@Arunstockguru Something similar is happing in Raymond Ltd , a new company in aerospace and precision engineering in making

[JosephSpeaks @connectjosef]

@gurjota The issue here is not conviction, basically bought at overvalued prices like 4xbook

[JosephSpeaks @connectjosef]

@reachanandl amazing

[JosephSpeaks @connectjosef]

@dmuthuk @Vijay_NT Rpsg ventures is a good one to look

[JosephSpeaks @connectjosef]

@gurjota Its KPIT tech

[JosephSpeaks @connectjosef]

@manurishiguptha its available in public domain, approx assume 90 lacs per employee cost. and approx ly approvals
Infosys: 8140 approved H-1B visas in FY24, #2 globally.
(TCS): 5274 approvals
HCL Tec: 2953 approvals
Wipro 1634 approvals in FY24. Tech Mahindra: 1,199

[JosephSpeaks @connectjosef]

@sandipsabharwal Better buy cellecor gadgets already in market, valuation better and even growth and profit

[Varun C. MD, DM @drcheruvarun]

I don't think people realise how big of a deal this achievement is:

IMR doesn't just reflect on perinatal care, hospital services, newborn care, etc.
1/2

[JosephSpeaks @connectjosef]

@dmuthuk pls dont speculate as this give new ideas and people comment on your tweet, for the country pls avoid giving whats going to happen, as it may be picked as a new idea, they may know but why show our vulnerability

[JosephSpeaks @connectjosef]

@Prakashplutus Bls e services

[JosephSpeaks @connectjosef]

@niraj_shah Already high, what PE re rating you expect

[JosephSpeaks @connectjosef]

@dmuthuk The issue with wealth management is percentage of Aum as fees, whether it is 1cr or 100cr the effort wealth manager takes is same as its asset allocation, why should we pay percentage on aum instead of fixed fee , its a loot

[JosephSpeaks @connectjosef]

@PRSundar64 @GROK IS THIS CORRECT

[JosephSpeaks @connectjosef]

@dmuthuk Hi Muthu, Just want to understand, any reason you did not go to Mutualfund route which you are an expert and success demonstrated , vs you went to a private banking mode, It would be useful to understand the thinking , In private banking is it listed or unlisted space