Sumit Agrawal

Equity Investor | Market Cycles | Investor Psychology | One-Liners | Play Your Own Game

[Sumit Agrawal @EquitySumit]

TCS valuation is more than $ 200 billion which is more than valuation of Accenture.

United nations has 193 nationalities & TCS has employees from 153 nationalities.

Total 600000 employees worldwide. What a tremendous achievement by an Indian company. 🇮🇳🇮🇳

#tcs #sensex

[Sumit Agrawal @EquitySumit]

If the new FED boss was truly serious about rate hikes and inflation apart from what was visible in his language the commodities would have shaken up completely. Clearly that did not happen.

#FED #warsh #ratehikes

[Sumit Agrawal @EquitySumit]

New MEME!

[Sumit Agrawal @EquitySumit]

Most threatening chart of all time. KEEP it on your walls. It was that low EVERYTIME before CRASH.

[Sumit Agrawal @EquitySumit]

Status > Survival in India. Where is poverty in India ?

[Sumit Agrawal @EquitySumit]

Handsome moves on rice stocks today!

[Sumit Agrawal @EquitySumit]

Trading and Investing are missing!

[Sumit Agrawal @EquitySumit]

New name for BAAP stocks 🤣🤣🤣🤣

गलत कीमत पर खरीदा गया सही बिज

[Sumit Agrawal @EquitySumit]

Experts are making noise on great move by RBI etc. Noise about H1B visa fees reduction. Markets don't move post events. Real market moves comes pre events.

This is pure market psychology.

[Sumit Agrawal @EquitySumit]

Stop domestic retail funds going into Mutual Funds. Brave call by Shankar Sharma. Any one from Mutual Funds Industry want to respond to @1shankarsharma.

@ActusDei @NileshShah68 @npparikh6

[Sumit Agrawal @EquitySumit]

While people are predicting slow down in consumption, auto sales are going in the other direction.

Lets see how June pans out.

[Sumit Agrawal @EquitySumit]

@VivekGupta1977 🙏

[Sumit Agrawal @EquitySumit]

#rajeshexports No mutual funds holding this stock.

[Sumit Agrawal @EquitySumit]

This was referred to IT sector.

[Sumit Agrawal @EquitySumit]

Most real turnarounds are quiet.

Quiet price action. Quiet news flow. Quiet management commentary. Quiet social media presence.

The loudest turnarounds are often narratives searching for evidence.

Read evolution. Read biology. Become a better investor.

Hint.

[Sumit Agrawal @EquitySumit]

@soniya1425 DTU is right choice

[Sumit Agrawal @EquitySumit]

@Sanjeev1271979 🙏

[Sumit Agrawal @EquitySumit]

पैसा कमाने के लिए दिमाग चाहिए, संभालने के लिए स्व-भाव!!

- Original Quote from Sumit Agrawal

[Sumit Agrawal @EquitySumit]

Most real turnarounds are quiet.

Quiet price action. Quiet news flow. Quiet management commentary. Quiet social media presence.

The loudest turnarounds are often narratives searching for evidence.

Read evolution. Read biology. Become a better investor.

Hint.

[Sumit Agrawal @EquitySumit]

Yes more selling did come today. Those who follow me are better off than others. Markets speak to you if know its language.

[Sumit Agrawal @EquitySumit]

MSCI rebalancing meant churn of portfolio. But FII sold in the cover of MSCI rebalancing worth of 21000 crores. Excluded stocks remained flat though.

So more selling coming on Monday ? 😨😨

[Sumit Agrawal @EquitySumit]

In last 3 years, 50 companies gave dividend yield of 3% or more.

Out of these 25 companies gave CAGR of more than 8% in last 3 years.

31 companies did positive CAGR while 19 gave negative CAGR.

60% at least gave positive returns.

All dividend paying companies are not bad.

[Vijay Mallya @TheVijayMallya]

RCB RCB….Congratulations Double back to back IPL Champions. Namma dodda Simhagulu roared loudly and made us all very proud. Very well done you beauties.

[Sumit Agrawal @EquitySumit]

Since March25 till date IT sector has seen worst selling every single month.

Consequently IT index is down 20% since last 1 year.

SBI MF says not every bottom is worth buying. DSP MF says IT is attractive.

Different folks, different strokes.