CA Mayank Mehta

CFA L2 candidate | Multi-Family Office | Helping 3000+ families preserve & grow their wealth | Ex-KPMG & CIIE (IIM-A)

[CA Mayank Mehta @mmehta96]

@pranjalkamra How many are invested with sbi amc?

[CA Mayank Mehta @mmehta96]

First hospitals now schools, private equity firms know how to make money in India!

[Aakanksha @aakancvedi]

This week, two PE funds invested in schools, Vitruvian bought stake in K12 Techno and KKR invested in Pathways Gurgaon

But legally, schools in India are required to be non profits by law, no profits, no dividends. So why are PE funds investing in them?

Well, the answer lies in the structure of India’s private school ecosystem

Usually the core school entity remains a non-profit, but then there are these layers of associated companies which are for profit, and they act like service providers and vendors for the non profit entity.

For example, the non profit (school) pays for the service of its own associated for profit company for uniforms, textbooks, real estate, transport, etc

Profits accumulate at the vendor level, not the school trust.

This creates a legal and efficient channel for cash flows, and eventually, returns for investors.

And there have been many deals like this by PE in India’s school ecosystem:

-Kedaara invested Rs 1200 cr in Orchids Intl
-KKR invested Rs 1475 cr in EuroKids, EuroSchools, Lighthouse Learning
-Gaja Capital invested in Kangaroo Kids

It is a long list!
I have compiled it below for you

[CA Mayank Mehta @mmehta96]

Buffet bounced back very strongly post dot com!

[Finding Compounders @F_Compounders]

“What‘s wrong, Warren”

Written in 1999.

Funny to read back on and see how people were so wrong

[Manuj Jain, CFA @Manuj_Jain1]

SIF Trends (July 2026 Update)

@ValueMetrics_ @ChiragP2210

[CA Mayank Mehta @mmehta96]

@Prakashplutus All thanks to Sameer Arora, Sanjoy Bhattacharyya and Raamdeo Aggarwal- who gave courage! 😄

[CA Mayank Mehta @mmehta96]

@ThetaVegaCap Zerodha is like ITC. Comes with warning cigarettes (F&O) are injurious to health (financial being) but at same time wants people to smoke (trade)

[CA Mayank Mehta @mmehta96]

And they call India uncivilised?

[Megh Updates 🚨™ @MeghUpdates]

🚨BREAKING: Moroccan migrants are rioting in Paris after losing 2-0 to France in the World Cup knockouts.

https://t.co/xAWaOWohuL

[KV Iyyer - BHARAT 🇮🇳🇮🇱 @BanCheneProduct]

A laborer working on a site near a hospital in Pune came to the hospital with his pregnant wife in an emergency. Dr. Ganesh Khairi examined the woman and said, "I have to perform a cesarean section immediately to save the mother and child." For a moment, the laborer thought he would be stuck with a huge expense, but with no other option, he allowed the doctor to perform the operation.

The operation was successful, and a daughter was born. The laborer's biggest question was how to pay the bill. When the laborer met Dr. Ganesh and asked how much the bill would be, Dr. Ganesh smiled and said, "I don't charge for the birth of a daughter." The laborer was astonished.

The doctor clarified, "Every daughter is an incarnation of Lakshmi. How can money be taken during Lakshmi's incarnation?" When I was studying, my mother told me that when God sends a daughter into this world, to help her and her family in every possible way. Obeying my mother's orders, I don't take any money at the time of my daughter's birth."

The laborer immediately fell at Dr. Ganesh's feet and said, "You are truly a manifestation of God." It's been a decade since Dr. Ganesh opened his hospital. In ten years, nearly 1,000 daughters have been born at his hospital, and not a single penny has been charged to the parents of any daughter.

[Sahil Kapoor @SahilKapoor]

This is the time to buy Rupee assets, not sell them

> Rupee REER at cyclical lows.

> US-India inflation differential at multi decade low, far lower than long range 4% differential.

> High real rates, average/fairly valued cohort in large cap equities.

[kapil bishnoi @Kapil_Jyani_]

वक़्त सबका बदलता है… ये तो सुना था…!!

लेकिन इतना बदलता है… ये नहीं पता था…!!!

सौरव जोशी एंड फ़ैमिली…

फ़र्श से अर्श तक का सफ़र…!!

[CA Mayank Mehta @mmehta96]

With every edition, the insights get sharper and more valuable!
@dspmf @SahilKapoor

[DSP Mutual Fund @dspmf]

This is the July 2026 edition of DSP Netra.

It focuses on three areas:

1. India growth and markets:
- How and why India's BOP turned from stress to strength?
- What signals point to Indian economy moving back to stronger growth?
- Banks, Cement, and IT: What Is the Data Telling Us?
- How India’s fortunes changed in EM basket and how to think about it.

2. A relook at the US Dollar and its debt situation.
- Where is the promised Dollar collapse?
- De-Dollarization (remember?)

3. How to approach Gold & Silver?
- What is the framework value today?
- Have they fallen enough?
- Discomforting questions for Bulls & Bears.
- What should be the framework to allocate?

Read the thread or download: https://t.co/xLdR6fUFZg

[CA Mayank Mehta @mmehta96]

The beauty of compounding lies in investing early.

[CA Mayank Mehta @mmehta96]

Start early, retire wealthy!!

[Compounding Quality @QCompounding]

Warren Buffett’s First Ever Interview from 1962

[ozzy1871 @ozzy0123pi]

🇳🇴

In manchen Regionen Norwegens ist eine schöne Geste gelebter Alltag:
Tragen Apfelbäume mehr Früchte, als eine Familie selbst verbrauchen kann, werden die schönsten Äpfel in Beuteln an den Zaun gehängt – zum Mitnehmen für andere.
Gerade in Jahren mit einer guten Ernte ist das ein wertvoller Gedanke.
Überschüsse sollten nicht verderben, sondern dort genutzt werden, wo sie anfallen.
Vielleicht hat jemand keinen Garten, kocht aber köstliche Marmelade oder bereitet Vorräte für den Winter zu.
So bleiben gute Lebensmittel erhalten, Ressourcen werden geschont und Nachbarschaft wird ganz selbstverständlich gelebt.

So lange die Leute ihre eigenen Früchte nicht vollständig verarbeiten können, ist das Teilen das Sinnvollste, was man tun kann. Da kommt bestimmt so manch Leckeres zurück - Marmeladen, Säfte, Kuchen usw.

Also, WIN-WIN für alle 🤝

[CA Mayank Mehta @mmehta96]

Story of two electric 2 wheeler manufacturers 🙃

[CA Mayank Mehta @mmehta96]

Japanese are just built different! Huge respect for them!

[FIFA @FIFAcom]

The reason Japan fans clean the stadium after each game. Respect. 🤝🇯🇵

[CA Mayank Mehta @mmehta96]

@elonmusk much deserved!

[CA Mayank Mehta @mmehta96]

This, along with crash in AI infra stocks, can boost flows into India!

[RedboxGlobal India @REDBOXINDIA]

RUPEE TO STABILISE AT 92/USD: SBI REPORT FORECASTS MASSIVE USD 55-65 BILLION INFLOWS FROM RBI REFORMS

[CA Mayank Mehta @mmehta96]

Japan just won the heart: out of all the countries I have been to, Japan has been the best:

So safe — I left my iPhone at a 7eleven store & it was still there when I returned an hour later.

People are incredibly humble, respectful, intelligent & fit.

Cleanliness is 100/10.

No tip culture. Quality is expected (not rewarded).

There was an issue with our Mt. Fuji Airbnb stay & the host offered a full refund because the service did not meet their standards (although we declined).

The food is top-notch, air quality is excellent and the water quality is outstanding.

On top of that, Japan has one of the best public transportation systems in the world.