alphaseeker

alpha seeker, trend analyser

[Kirttan Shah @KirtanShahCFP]

Here’s how you evaluate an SIF before investing 👇

SIF is not as simple as an MF, specially the hybrid category. All 11 AMCs have a completely different approach and hence a completely different risk return and expectation dynamic.

Over and above that, collating data across schemes is another big challenge.

Have tried sharing some interesting perspective of what & how you can do it. 👇

https://t.co/FsfgrFv6F9

[alphaseeker @marketsstrends]

@InvesysCapital Very well put, couldn't agree more. Media should also be responsible, blindly pleading narrative from one side of the street.

[Vara Tweets 🪷 @2Varalakshmi]

🛑This one simple habit resets your heart and nervous system :

[Rossst.03 @Rossst_03]

Mrityunjoy Chakraborty, IIT Kharagpur professor:

"Jane Street pays a 22 year old $500,000 a year for one skill: turning uncertainty into a number you can bet on. that number is the first thing this professor teaches, and it is free"

this free lecture is the foundation every quant bot and hedge fund model is secretly built on.

before the AI, before the strategy, there is one question. what is the chance this happens, exactly.

get that number right and every bet after it is just math. get it wrong and no model, no bot, no amount of compute can save you.

Chakraborty builds probability from the axioms up, on a blackboard, in notation a 15 year old can follow.

Wall Street sells this as a $500,000 edge. an IIT professor hands you the source code for nothing.

[No filter Skin @NoFilterSkin]

Eating anti-inflammatory will have your stomach flat as hell 😭🤌🏽 here’s a little grocery list:

[paresh pisipati @paresh_pisipati]

Over the last 3-4 days, my feed is filled with Abakkus and Helios Flexi cap fund.

But in this social media fad of doing the same content about both the funds, I thought I should shed light on a fund that's silently generating good returns.

WhiteOak Flexicap Fund. Many talk about WhiteOak Midcap Fund because of its amazing returns but their Flexicap Fund has given good returns since its launch 4 years ago. For me, its not always about whether it gave the highest returns but has it been true to its label and lets investor have conviction to hold for long term for achieving their goals.

I had a chance to listen to Mr. Ramesh Mantri in person on their AMC philosophy and how they make their decision when it comes to buying stocks.

Their monthly article of Market Perspective gives great insights into the markets, headwinds and positives.

@AashishPS Kudos to your team for doing phenomenal work.

Disc: Not a recommendation. Strictly observation.

[shyamal @shyamalanadkat]

this is the india we are building.

happy independence day!

great work @shaurya_sinha7 and team

[Ritesh Jain @riteshmjn]

We are truly in the era of the celebrity money managers—because in a world of abundant data and AI, experience is the only scarce resource left.

As 13D writes “While AI is rapidly commoditizing explicit knowledge, the true competitive
edge now rests in the "judgment layer" - the human intuition, pattern
recognition, and relational context that no model can capture. Explicit insight
now expires the moment it's shared.

I am firmly of the opinion that any investment management business going forward has to revolve only around great fund management team and big brands alone will not be able to carry out investment business without serious depth in investment professionals with tacit knowledge.

Naval Ravikant predicts that advanced technology and artificial intelligence will soon allow a single person to build, manage, and scale a billion-dollar.. and I believe that we will have billions of dollar AUMs in companies run by a single person who will be an investment professional and every other function ( non regulatory) will be taken care by AI… and there would be no need for a CEO or sales team.

@sahilnandu

[Aashish Chandorkar @c_aashish]

Acharya Chanakya - The Kingmaker

https://t.co/BvUqJU9RHm

- @authoramish

[Michael Dell 🇺🇸 @MichaelDell]

If you’re curious and love to learn, there has never been a better time to be alive.

[Dr Sudhir Kumar MD DM @hyderabaddoctor]

That crawling feeling in your legs at night could be a neurological disorder: Apollo doctor explains this common syndrome

Restless legs syndrome is a neurological disorder that is surprisingly common but frequently misunderstood or dismissed

https://t.co/IhhqIpWL0k

Read my weekly column published in the WEEK today.
@TheWeekLive @tisha_jaco

[Dr Sudhir Kumar MD DM @hyderabaddoctor]

Making this mistake after every meal? Dr Sudhir Kumar warns it spikes blood sugar: His simple 10-minute hack can help

Walking after meals helps regulate blood sugar, according to Dr Kumar. This easy-to-implement advice can benefit anyone, including those without diabetes.

This informative article published in the Hindustan Times has cited my recent post on this topic.
@htTweets
https://t.co/jtn1qCUJZ8

[Dr Sudhir Kumar MD DM @hyderabaddoctor]

Are you diabetic? Don't sit after your meal. Walk for 10 minutes.
✅If you have diabetes, just 10-15 minutes of light-to-moderate walking after a meal can significantly reduce the post-meal blood glucose rise.
🔸Over time, regularly reducing these glucose spikes may improve overall glucose control and could potentially reduce medication requirements in some people, but don't reduce or stop diabetes medicines without your doctor's advice.

▶️And what if you don't have diabetes? You can benefit too.
🔸After eating, instead of immediately sitting or lying down:
✅Walk for 10 minutes
✅Or stand/move around if walking is not practical
🔸Even a few minutes of movement in the office is better than prolonged sitting.

Why does it work?
Contracting muscles take up glucose from the bloodstream, partly independent of insulin. This can reduce the post-meal glucose surge and may improve insulin sensitivity over time.

And there is a bonus:
🔸10 min after breakfast + 10 min after lunch + 10 min after dinner = 30 minutes of walking/day.
🔸That is about 210 minutes/week; already meeting the minimum aerobic activity target recommended for adults.
🔸It also adds to your daily step count and helps reduce sedentary time.

🔸You don't need a gym. Moreover, you don't need an hour at once.
✅Start with 10 minutes of small walks after your meals; three times a day, everyday.

Dr Sudhir Kumar @hyderabaddoctor

[Shreya Shah @ShreyaShah22]

🚨 HbA1c ≥6.5%?
You are now diabetic,

Diabetes is dangerous because it can silently damage your:-
❤️ Heart
🫘 Kidneys
👁️ Eyes
🧠 Nerves

The good news?
Early action can help control blood sugar and reduce the risk of complications.

Here are the warning signs, risks, and what you can do next 👇🧵

[Normal Guy @Normal_2610]

You can learn almost anything, but you cannot learn everything. Time is finite. So you must choose a few things.

Mastery of hard things is deeply satisfying, and people who have nothing hard in their life either feel bad about themselves or get angry at people who do.

Pick one hard thing at work and one outside it. Accept it takes years. Work in small stretching steps chosen with expert help. Protect the time by killing phone use. Go slower than feels right, and keep going.

[Shreya Shah @ShreyaShah22]

🚨HbA1c=5.7%-6.4%?
Your body's final warning before diabetes.🤯🤯

Ignore it,
Risk of developing Type 2 diabetes rises sharply.🙁
Act now,
and you may still be able to manage it😀

Here are 10 things you need to know about prediabetes 👇🧵

[ET Wealth @ET_Wealth]

NRI selling property, shares or gold in India? Here's how you can manage your capital gains tax in a better way

#NRIinvestments #NRI #capitalgainstax #taxation

https://t.co/xfMYelRWIn

[Prasad Heda @PrasadHeda]

A good perspective on why Indian IT Services can make a strong comeback in terms of growth despite all current gloom and doom narrative against them because of fast paced growth of AI

Unless they make any wrong capital allocation decision

Insightful conversation by Mr. Sudheer Guntupalli, Analyst – IT & Internet at @KotakMF, hosted by @KirtanShahCFP

https://t.co/x7V0Pt1jJv

[Sanjay Kathuria @sanjaykathuria]

"I'm a US NRI. I know for certain I'm moving back to India in 10 years, and I'm holding my Indian mutual funds the entire time without touching them. Does the PFIC rule still apply?"

"Even if you don't sell, you're still required to report these holdings every year you're a US tax resident. There's a specific form for it, 8621, and it has to be filed properly each year. The compliance burden doesn't disappear just because you didn't sell."

"But here's the actual relief. If you genuinely hold without liquidating while you're a US resident, and only sell it after you've moved back to India, you save yourself the tax. The reporting stays, the tax doesn't hit."

CA Naman Gangwal on Should NRIs Invest in Mutual Fund

Watch Full Podcast : https://t.co/lyF3QJ8mxL

If you're an NRI trying to map out exactly when and how to time your India investments around this, Book a Call here : https://t.co/Vah5j3yIit

[𝐏𝐚𝐧𝐤𝐚𝐣 𝐊𝐚𝐬𝐡𝐲𝐚𝐩 @PankajjKashyapp]

One of the most beautiful names of Maa Adya Shakti is ‘Aparajita’, the One who can never be defeated. ✨
Life may test you. People may oppose you. Circumstances may try to push you down.
Bharat has faced countless challenges, yet Bharat has never been defeated. Because the Shakti that protects this land is ‘Aparajita’. 🙏🏼🚩