Mohit Choudhary

Investing, business and finance. Love reading non-fiction.
ex BCG, Bain, Kotak.

[Mohit Choudhary @mohit_c1]

The record for the most expensive divorce in history is at the cusp of being broken.

#Nvidia #Amazon

[Mohit Choudhary @mohit_c1]

@arushi_1311 Hey are you related to @IChitrangda coz the resemblance is uncanny

[Mohit Choudhary @mohit_c1]

In investing,

Macro is the unpredictable hot girlfriend - it sounds sexy, everyone talks about it yet it changes moods frequently.

Fundamentals are the good wife. Once value systems are aligned, you are sorted for the long term!

Trick is to not get distracted.

#Sensex

[Mohit Choudhary @mohit_c1]

@divyanshifr They got vaccinated by feeding on humans who survived Covid.

[Mohit Choudhary @mohit_c1]

@divyanshifr Original thinking will never die!

[Mohit Choudhary @mohit_c1]

You think life is tough?

Wigmakers in Tirumala are struggling to find natural black hair as devotees increasingly use hair colors - rendering the donated hair useless.

Ouch.

[Mohit Choudhary @mohit_c1]

Great move by GOI - reducing prices of 137 anti cancer drugs. Savings of 3,502 Cr. for patients.

ex. Breast cancer capsule Palbopro will drop from 40k to to 2.7k.

Amazing!!

[Mohit Choudhary @mohit_c1]

*bottling

[Mohit Choudhary @mohit_c1]

A bottler targeting a $10 Bn valuation in India and is still cheaper than rival PepsiCo’s battling biz. Imagine if we had the actual formulations business in India!

Salute to the scale that India offers. All we need is incremental innovation.

#IPO #CocaCola

[Mohit Choudhary @mohit_c1]

@connectgurmeet DII selling at the cusp of a breakout rally. Doesnt seem like the smartest move! What are the compulsions? Rebalancing numbers can be this huge?

[Mohit Choudhary @mohit_c1]

@arpita_pradhan_ Ahat are your crazy habits 🙄

[Mohit Choudhary @mohit_c1]

This is inevitable. Originality will command a premium in the #AI world.

[julieta @juliblttr]

Habría que empezar a usar como insulto tenés pinta de que usas mucho chatgpt

[Mohit Choudhary @mohit_c1]

@arpita_pradhan_ Don’t worry. You’ll kill it!

[Mohit Choudhary @mohit_c1]

Brokerages be just blowing with the wind

[Reema Tendulkar @Reematendulkar]

BERNSTEIN’S NIFTY TARGET THIS YEAR: 28,100 → 26,000 → 25,000 → 26,100

🗓️ Jan 2026: 28,100
Bernstein started the year Neutral on India, downgraded from Selective Buy, with a year-end target of 28,100.

🗓️ 25 Mar 2026: cut to 26,000
The West Asia war and the oil spike drove this cut, at 18.5x one-year forward earnings. Bernstein called it a “mild derating.” Its worst case had Nifty below 19,000 and the rupee beyond 110 to the dollar.

🗓️ 19 Oct 2026: cut to 25,000
This one was based on 18x FY28 earnings. Reasons: high crude, elevated yields, geopolitics and few earnings upgrades. Nifty’s forward P/E had fallen to about 16.6x, a near 6-year low, but Bernstein said India was still among the most expensive markets globally. It also said a cut in LTCG tax alone won’t bring FPIs back.

🗓️ 11 Nov 2026: raised to 26,100
This is based on 18.5x FY28 earnings. Reasons: cooling crude, easing Iran tensions, lower bond yields and a solid Q2.

This is the first upgrade of 2026, after two cuts. The target is still 2,000 pts below where Bernstein began the year, and its stance remains Neutral.

#Nifty #Bernstein #StockMarket #CNBCTV18 #Sensex #Crude #DalalStreet @nimeshscnbc @CNBCTV18Live

[Mohit Choudhary @mohit_c1]

@stats_feed A sad stat of affairs

[Mohit Choudhary @mohit_c1]

@IndianTechGuide Forget about the savings for a moment.
The cost of living away from your loved ones and being in a country where you are always made to feel like an outsider is just not worth it.

[Mohit Choudhary @mohit_c1]

@vinodsrinivasan Makes sense. Thank you.

[Mohit Choudhary @mohit_c1]

@SamridhiOberoi Wow. Bombay?

[Mohit Choudhary @mohit_c1]

Meme of the day.

[memes_hallabol @memes_hallabol]

Akshay kumar is Ready for NVIDIA CEO Jensen Huang's Biopic

[Mohit Choudhary @mohit_c1]

@HimanshiSingh_ @SSimrann26 @zomatocare Umm. Difficult to not have it for the rest of your life, no? Jk