hitesh savanth

behavioral finance.
hitesh savanth = hats have hints 🤠🧐
#SusHi Forever ❤️
All tweets are personal

[Buggy Human @SridharanAnand]

Israel and US are fighting Iran, and Pakistan gets a margin call?

[hitesh savanth @hiteshsavanth]

@amitgupta0310 Copycat shameless

[hitesh savanth @hiteshsavanth]

The OG!

[Sidhant Sibal @sidhant]

New Prez of Venezuela Delcy Rodríguez is also Sathya Sai Baba Bhakt, just like the deposed Prez Maduro who was kidnapped by the Americans over the weekend.

Delcy as Vice Prez had visited India last year, & paid a visit to Prasanthi Nilayam, Samadhi Mandir of Sathya Sai Baba.

[hitesh savanth @hiteshsavanth]

There is something about feeling "Lucky" or being " in form"..
We have seen this phenomenon play out multiple times in sports..

Ex. Sachin or Kohli being "in from" with a Streak of runs or in the below investing Case of Stan druck...

Lyall (below) ( Whom i closely follow and admire ) Calls it "Statistical Mirage"..

But i guess there is something more to it, possibly linked with human behaviour and psychology...

I first learned about this "Lucky Streak" from JK Rowling (When Ron (falsely) believes his drink was spiked with Felix Felicis (The Magic potion which altered a person's luck until the effects wore off )

The confidence/overconfidence from
the winning leads kohli, Stan druck to go for the jugular...

I guess, as a Counterpoint, it Could also be a Statistical Mirage, because we often end up seeing
the winning Cases where the Streak turned out to be Succesful... ( Survivorship bias )

Afterall, when Sachin went for the jugular after feeling "in from " but later missed out, .. it never really makes it to the headlines or the front page ... and we know Stan Strictly Cuts this losses...

[Lyall Taylor @LT3000Lyall]

The optimal/rational approach would be to play exactly the same - neither pivoting defensive nor more aggressive. The idea it is "house" money is illusory - it is now your money, and the fact you've made it quick should not rationalize going on "tilt" and being more reckless & willing to lose it than you previously were.

Streaks are mostly a statistical mirage. One eighth of the time you'll flip three heads in a row. For mine, what Druck is actually describing is simply hubris.

[hitesh savanth @hiteshsavanth]

@philrosenn Congrats Phil!

[Nishanth Vasudevan @NishanthV_ET]

Mutual funds want short sellers. Sounds counterintuitive? Maybe. But with long-short SIFs about to be launched, that’s the need of the hour. Now the problem: India has too few short-selling specialists.

My story today:

@NileshShah68

https://t.co/3kul4uRxXs #MutualFunds

[महावीर, ಮಹಾವೀರ, Mahavir @Mahaveer_VJ]

Two Dumbs at one place

[Harshdeep Rapal @harshdeeprapal]

If you have enough money, no one will ask you if you have a business suit.

Or, shoes.

[Sachin Tendulkar @sachin_rt]

As you retire from Tests, I'm reminded of your thoughtful gesture 12 years ago, during my last Test. You offered to gift me a thread from your late father. It was something too personal for me to accept, but the gesture was heartwarming and has stayed with me ever since. While I may not have a thread to offer in return, please know that you carry my deepest admiration and very best wishes.

Your true legacy, Virat, lies in inspiring countless young cricketers to pick up the sport.

What an incredible Test career you have had! You have given Indian cricket so much more than just runs – you have given it a new generation of passionate fans and players.

Congratulations on a very special Test career.

[hitesh savanth @hiteshsavanth]

@contrarian_mind 🤣

[hitesh savanth @hiteshsavanth]

@contrarian_mind Crazy information warfare going on. That's the best they can do, as it's going to cost them the least.

[hitesh savanth @hiteshsavanth]

Life is like a box of chocolates! You never know what you are going to get.

100 yards away from the man himself!

5,502,284%. All while sipping from a can of Coke and owning an audience of 40,000+ for decades.

A magician has three acts to make it look like a piece of cake.

The Pledge - Introduces the audience to a basic premise and sets the stage.

The Turn - When the seemingly ordinary is turned on it's head to make it Extraordinary

The Prestige - The final ultimate reveal, where the magician reveals the best and he himself shockingly disappears into thin air.

94 year old CEO left with the enthusiasm of a 14 year old kid!

What a Badass!

Thank you Warren! ❤️ Missed the one and only Charlie Munger.

[hitesh savanth @hiteshsavanth]

One thing is for sure.

Trump / US is not going to be interested in baby sitting Pakistan like the old times.

This is the best time for us to make the squeeze and toy around with them to our pleasure.

[CNBC-TV18 @CNBCTV18News]

#BreakingNews | 'All Pakistani nationals have 48 hours to leave India'

The Ministry of External Affairs announced a slew of decisions taken at the Cabinet Committee on Security chaired by PM Narendra Modi at his residence, which included temporary suspension of the Indus Water Treaty with Pakistan.

#pakistan #modi #narendramodi #PahalgamTerroristAttack #Pahalgam #pahalgamattack #JammuKashmir #JammuAndKashmir #CNBCTV18Digital

[hitesh savanth @hiteshsavanth]

Another 'Kiss of Death?
@donnelly_brent

https://t.co/j0d0kFsOsG

[hitesh savanth @hiteshsavanth]

That's exactly how it's supposed to work.

https://t.co/kRyEWLJAgR

[hitesh savanth @hiteshsavanth]

An extreme scenario to think of -

The US exceptionalism meant a truly free and open market economy and investors were willing to pay rich valuation multiples reflecting that.

On the other hand valuation multiples on China were capped because of the opposite - closed economy with capital and trade controls and interference by the Govt.

US - Trade control already in place through tariffs. Many indirect forms of capital controls (many more to come?)

Ultra bear case - why should US not trade at China's multiples?

Or the middle path - there maybe a case for convergence in the spread in multiples between a state like US & China?

Who knows? Again thinking of the extremes -

It's not okay for Chinese government to intervene in capital markets and regulate food delivery pricing for Food-Tech players? Sure. Let's de-rate the valuations. 1-2x PS & 7-15x PE

USDOJ's & Europe's anti-trust laws on US-tech? That's fine. Let's assign 5-7x PS & 30-40x PE multiple.

With the steep tariffs now being enforced by the US. Investors will have to question everything. Nothing can be taken for granted.

But, but, but - if not US, where will capital go to?

[hitesh savanth @hiteshsavanth]

RT @SpecialSitsNews: Remember when Xi picked specific tech companies in China to extract money from for the “benefit of the people”, then C…

[Boring_Business @BoringBiz_]

Finance bros who learned that stocks and bonds have inverse relationship watching both go down at the same time

[lord. @dudexverse]

american psycho with christian bale.

[rae @ChillamChilli]

No Trade with USA
No tension