Naresh

[Naresh @cpnaresh]

@ActusDei Quant also has a model that used data to churn whose rate is also very high , it also worked very well during the bull market , would be interesting to see the model thru BlackRock performs over the next few years both during sideways and bear markets / bull markets

[Naresh @cpnaresh]

@meetdavda_10 @zhr_jafri @vijaimantrimf @MeetshahV @lalitinvestor @InvestmentBook1 Is Small size not an advantage

[Naresh @cpnaresh]

@zhr_jafri @vijaimantrimf @MeetshahV @lalitinvestor @InvestmentBook1 The operating margin of mama earth is high , compared to HUL similar product lines and oriflame , in MF fund mangers invest based on their discretion, It’s a non discretionary vehicle for investors who do not have time

[Naresh @cpnaresh]

@RonakFiskaz @vijaimantrimf @zhr_jafri @MeetshahV @lalitinvestor @InvestmentBook1 Operating margin is the highest even compared to HUL or oriflame

[Naresh @cpnaresh]

@devinamehra @ActusDei @rohatgi_akshat Can the fund manager decide if it’s a good business ? Or should he have public opinion on every stock ?

[Naresh @cpnaresh]

@virajkhatavkar hi Viraj, I have seen your screener, can I know what is the basis to go into cash? is it when the sharpe turns less than 1? thanks

[Naresh @cpnaresh]

@vishalsonna @ActusDei Form 16 will cover any perk taxation

[Naresh @cpnaresh]

@SunilBSinghania @mybmc @mybmcWardPS @Dev_Fadnavis They have nowhere else to sleep

[Naresh @cpnaresh]

@himansh63588688 @upstox I was thinking of@opening and account with @upstox but now will not

[Naresh @cpnaresh]

@ANONYMO54928288 Can I discuss this with you

[Naresh @cpnaresh]

@ANONYMO54928288 Can I speak regarding this hedge

[Naresh @cpnaresh]

@ANONYMO54928288 @iarjuntandon Is it same as buying put options ?

[Naresh @cpnaresh]

@abadhya @Swamy39 It’s called the raga effect ☺️

[Naresh @cpnaresh]

@BandiShreyas You spoke about shifting to large cap for long term hold, can you please throw some light on that process , how you select stocks

[Naresh @cpnaresh]

@Americanpshycho @MiraeAsset_IN @mohanty_swarup congrats Neelesh Surana

[Naresh @cpnaresh]

Investing success by pre-commiting & avoiding temptaion, systems to prevent reaction, Cold state vs. Hot state - Odysseus heard Sirens' singing & survived, he put wax in sailors' ears and got them to tie him to a mast - an idea of behavioral tool helps in better decision making

[Naresh @cpnaresh]

How to take advantage on Behavioral Framework Tools to enhance returns by taking better decison - Boom Bust cycles repeat as people don't change, how to take advantage

https://t.co/jQGOnXqPRH

[Naresh @cpnaresh]

source HDFC AMC

[Naresh @cpnaresh]

Assume we had invested in the BSE Sensex Index on January 1, 1990 and stayed invested till June 30, 2021. The compounded annual return would have been 14.27%. Out of the total time period of 7,596 days, what if we had missed 10 best days?

[Naresh @cpnaresh]

Many investors exit equities after a sharp correction, wait on the side-lines for the perfect time to re-invest. very likely they miss the bus. Tenacity to accept disappointment in near term is hallmark of an investor to have a good investing experience for the long haul