Mitul Patel

Investment Banker | Credit Ratings | Curious on analysis of businesses | MDI Gurgaon 2015-17 | Electrical Engineer, MSU 2011-15 | Views are personal

[Mitul Patel @mitul_7]

@abhymurarka Hold it long enough that underlying free cash flows / fundamental value justifies CoE/expected return

[Mitul Patel @mitul_7]

@iamkashish30 @sagarcasm Mmmmm NMC c mg lk no n kg n mm kz mg l kg

[Mitul Patel @mitul_7]

@bharatbetpf Avendus Spark is institutional equities business (acquisition by Avendus of erstwhile Spark Capital) while this report is by investment banking team - which is Avendus IB.

[Mitul Patel @mitul_7]

@abiisaac @sab_maya_hai__ There are always some neglected pockets in the market. Additionally, 30 per cent CAGR is to become rich. If one is already rich, the threshold can be lower.

[Mitul Patel @mitul_7]

@sab_maya_hai__ Agree.

[Mitul Patel @mitul_7]

@contrarianEPS @Prashanth_Krish Nominal GDP growth of around 8 per cent should also be accompanied by low inflation rate. Hence, equity will protect the value of investments. The point with respect to retirement corpus should be that retirement corpus should factor in such not-so-remote scenarios.

[Mitul Patel @mitul_7]

@contrarianEPS Even if they grow at such growth rates the expected return should be what - cost of equity, which is 12-13%?

[Mitul Patel @mitul_7]

@life_s_not_fair I am of the view that one should focus on building large portfolio and buy a home (or any other asset) from portfolio return of one year.

[Mitul Patel @mitul_7]

@bharatbetpf This was bound to happen only question was when. While one can highlight that everything is clear in hindsight, the value of asset should reflect such risk. Not sure if remaining private would have avoided this outcome.

[Mitul Patel @mitul_7]

@VishalBhargava5 This is specific to Gurgaon or you would include Noida and NCR (excluding Delhi) at a similar juncture in its RE cycle.

[Mitul Patel @mitul_7]

@SaigalAnshul Great presentation @SaigalAnshul . Really enjoyed it and the metaphor of Mumbai real estate for mispricing in quality stocks was excellent.

[Mitul Patel @mitul_7]

@contrarianEPS Go to the statutory disclosures. AMCs report it monthly. Refer below sample link for HDFC MF

https://t.co/dBOp0eWesC

[Mitul Patel @mitul_7]

@bharatbetpf EBITDA should not have other income in the first place. EBITDA hai wohi Adjusted EBITDA hai and Woh Adjusted EBITDA hai wo hi EBITDA hai.

Reminds me of Andaz Apna Apna

[Mitul Patel @mitul_7]

@bharatbetpf With so much information overload, how do you decide on what to read and what to skip?

With so many companies and sectors, there is always something happening. How can one allocate the mental bandwidth?

[Mitul Patel @mitul_7]

@contrarianEPS @soicfinance Reminds me of this. It is still a very close competition.
https://t.co/puBn71xIyh

[Prashanth @Prashanth_Krish]

Strongly feel 5 years down the lane, this PF will beat Nifty 50.

Tracking PF: https://t.co/tSw8LdTeT5

[Mitul Patel @mitul_7]

@ActusDei @sashindnj @ravisaraogi @ravihanda what could be the reason for your burnout?
Was it working too much in a given field or working normal hours in a field which became boring beyond a point?

[Mitul Patel @mitul_7]

@SridharanAnand @alphaideas Do u believe most of the buy side funds are interested in timing the purchase so that there is nothing negative that comes out, with respect to company or the industry after the purchase, affecting the share price, & hence, they need quarterly or as frequent updates as it can be?

[Mitul Patel @mitul_7]

@abhymurarka I also share the same view. Does it have a term in economics? Or we should start calling it Barbenheimer effect?

[Mitul Patel @mitul_7]

@SridharanAnand @_prashantnair Isn't it in the interest of brokers to ignore such risks, till it manifests/gets discussed widely?
Pahele buy karwao and then sell. Double revenue 😅
Investors should use their judgement rather than outsourcing the thinking part to brokers.