Ravi

[Nitin @123nitin]

Ordered a product from @Flipkart on 29 Sep. It reached the nearest hub on 30 Sep. But delivery date was 6 Oct. Now they have shifted it to 11 Oct. Cheap tactics of taking advance payment and then delay beyond limits so that customer cancels the order.

[vijaimantri @vijaimantrimf]

What a fabulous poem on markets written by none other than E A Sundaram of o 3 Capital.

Disclaimer : I have invested my own money with him!

[Neil Borate @ActusDei]

Love this slide by EA Sundaram at the TIA Conference in Chennai

[Muthukrishnan Dhandapani @dmuthuk]

Direct stock picking is risky. Failure rate is very high. Still life changing wealth is usually made only through direct stocks and not through index investing or mutual funds.

[Ravi @hereisRAVI]

@myntra @MyntraSupport I had recently order a kurta set. The size was incorrect so I requested exchange. Now your delivery executive refused exchange stating the original product was different which is completely false. I need immediate resolution!
Order id #123283290616090300801

[o3 Capital @o3capital]

#o3PMSNewsletter January 2023
We wish you and your family a very Happy New Year.
The stock market is a place where crossing one-foot hurdles gives the same result as crossing six-feet hurdles. Our newsletter this month is all about this.
Read more at: https://t.co/zqa9zsgr3Z

[Rajesh Keswani @RajeshMKeswani]

To know more on - Not the usual reasons to invest in any PMS, please read this month's newsletter...
#pms #investing #valueinvesting #contrarian #equity #StockMarket #shares #wealth #finance #invest #stocks #nifty #sensex #India

[o3 Capital @o3capital]

#o3PMSNewsletter December 2022
We share our opinions about the reasons why an alternate investment product like a PMS should be included within the overall equity asset allocation of the investor. And they are not the usual reasons given.
Read more at: https://t.co/wpnzhK1VMA

[Rajesh Keswani @RajeshMKeswani]

"The best time to get involved with cyclicals is when the economy is at its weakest, earnings are at their lowest, and public sentiment is at its bleakest" - Peter Lynch
#pms #investing #valueinvesting #contrarian #equity #StockMarket #Shares #wealth #finance #invest #stocks

[vijaimantri @vijaimantrimf]

In this note he is talking about why he started to buy Maruti!

Very easy and interesting read! Also enclosed is his performance! Outstanding one!

Not a recommendation to buy his PMS or Maruti stock! Disclosure: I am investor in his PMS!

[o3 Capital @o3capital]

#o3PMSNewsletter November 2022
Buying a strong company when there doubts expressed about its immediate future, quite ignoring its competitive strength and ability to bounce back - Maruti fits in perfectly.
Read more at: https://t.co/MvcaQAzDcy
@EASundaram

[o3 Capital @o3capital]

#o3PMSNewsletter October 2022
In this newsletter, we again examine debate about "growth versus value investing". Both styles are not mutually against each other.
Read more at: https://t.co/NVMreu4ewA

[Priyank Chandra @priyankschandra]

#Mastersofthestreet #TOP #infrastructure
National Highway Authority of India (NHAI) is expected to award around 13,000 km of national highway projects, largely under the Bharatmala scheme in FY2023. This would be at the construction rate of 34 km per day.
@o3capital
@ICICI_Direct

[o3 Capital @o3capital]

#o3PMSNewsletter September 2022
In this edition of our newsletter, we pay our tribute and homage to three investing legends, and our learnings from them.
Read more at: https://t.co/KLx1lxqfMu
@EASundaram
#investing #valueinvesting #StockMarket #pms #india

[Priyank Chandra @priyankschandra]

The defense equipment manufacturing companies can witness traction on order book, revenue and profitability. The defense allocation of INR 5.3 Tn in the 2022 budget is higher by 9.8% (vs 2021)
Read more: https://t.co/BfjTqVi7f3
2/2
@ICICI_Direct
@o3capital

[o3 Capital @o3capital]

Read more at: https://t.co/T30mHZ3hP3
2/2

#valueinvesting #pms #stockmarket #investing #India

[o3 Capital @o3capital]

Mr. E A Sundaram, CIO at o3 Capital recently addressed the participants at FLAME Investment Lab. Here’s the link to the complete video of the session- https://t.co/JxAAVasWQW
@EASundaram @FLAMEUniversity
#valueinvesting #Investment #pms #StockMarket #Shares #investing #India

[o3 Capital @o3capital]

#o3PMSNewsletter July 2022
In this edition, we look at tendency of waiting for perfect set of conditions before investing. When conditions seem perfect, prices are not appropriate. Odds are in favour for strong business at a reasonable price.
Read more at: https://t.co/waEWvxRl6w

[o3 Capital @o3capital]

#o3PMSNewsletter June 2022
In this edition, we examine the issue of fund inflows & outflows created by FPIs and, the fear caused by recent sharp outflows of FPI funds from India. In our opinion, the fear is unjustified, and we give our reasons.
Read more: https://t.co/WMtLQe324k

[Priyank Chandra @priyankschandra]

#Mastersofthestreet #TOP #Infrastructure #Consumption #RoadInfra
Ministry for Road Transport and Highways intends to construct 18,000 km of highways in FY23. Target is expected to be completed with a record construction of 50 km/day.
@ICICI_Direct
@o3capital