Mohit Jha

Retail investor, full-time job, part-time chart addict. Writing what I learn about Nifty, mutual funds and tax so you don't learn it the hard way. Not advice.

[Mohit Jha @MohitJhaMarkets]

Same 10 grams of gold. Very different tax, depending on how you hold it.

Dhanteras is on 6 November and most of us will buy something. Before you do, here's the part nobody explains at the jewellery counter 🧵

[Mohit Jha @MohitJhaMarkets]

@BaluGorade atomberg wale fan toh ghar ghar mein lage hain, ab IPO bhi aayega. baaki 3 naam pehli baar sun raha 😅

[Mohit Jha @MohitJhaMarkets]

@DJKara7 haan 1.9% upar, 2 mahine laal ke baad. par poora credit IT ko, IT index is mahine 17.7% bhaaga

[Mohit Jha @MohitJhaMarkets]

@Vibhutisharma99 aaj nifty +0.51% par smallcap 100 -1.85%, nifty 500 mein sirf 108 stocks hi upar the. mera portfolio smallcap wali team mein hai

[Mohit Jha @MohitJhaMarkets]

@TA_Purvesh aaj ulta scene, FII 3,598 cr kharid rahe aur DII 817 cr bech rahe. month end wala rebalancing hai kya ye?

[Mohit Jha @MohitJhaMarkets]

@ipoji_ retail 1 in 96 aur SHNI 1 in 463, bada ticket lagane walon ka haal aur bura. aaj raat refresh button ki khair nahi

[Mohit Jha @MohitJhaMarkets]

@Asset_Architect 300 se 2400 matlab seedha 8x. mere jaise log toh 600 pe hi profit book karke khush ho gaye hote 😅 Not advice.

[Mohit Jha @MohitJhaMarkets]

@Market_Node_ Retail mein sirf 29.7% direct jaata hai aur banks 95.5%, ye gap dekh ke surprise hua. Direct default hone se retail ka number badlega kya?

[Mohit Jha @MohitJhaMarkets]

@growth_edge_ FMCG jaisa defensive sector bhi saalon tak pichhe reh sakta hai, ye point real laga. Sectoral fund mein entry timing sabse mushkil hoti hogi na?

[Mohit Jha @MohitJhaMarkets]

@fintrekk Pricing softness ko headwind bola, ye thoda honest admission lagta hai. FY27-29 growth outlook kitna pricing pe depend karta hai, call mein kuch clear hua? Not advice.

[Mohit Jha @MohitJhaMarkets]

@LearningEleven Blue Star ka data center wala point interesting laga, 20,000 cr mein se 4,000 cr akele us segment se. Concall mein timeline pe kuch bola kya? Not advice.

[Mohit Jha @MohitJhaMarkets]

@Jeet_chetwani17 GMP unofficial hota hai ye reminder achha laga. Offer P/E 17.6x peers ke saath compare karna useful hai, allotment 2 Nov ko hi hai na? Not advice.

[Mohit Jha @MohitJhaMarkets]

@viralbshah Tax wala math dekh ke aankhein khul gayi, 0.8% extra 5 saal tak beat karna padega. Fund lagging ho toh pehle reason check karna sahi rehta hoga na?

[Mohit Jha @MohitJhaMarkets]

@sachprat07 153.5 Cr pe 40% matlab FY27 ~215 Cr. H1 jitna aaya uske hisaab se H2 ko kaafi heavy hona padega na? SME mein aisi guidance usually hit hoti hai kya 😅 Not advice.

[Mohit Jha @MohitJhaMarkets]

@EquityValueIn 4Q heavy wala part thoda risky lagta hai, poora H2 margin ek quarter pe tika hai. Q3 mein PAT flowthrough dikha toh baat banegi. call mein margin ka koi number diya kya? Not advice.

[Mohit Jha @MohitJhaMarkets]

@Gopal_Chitlangi ohh Q3 se hi, matlab agle 2 results mein hi pata chal jayega execution kaisa hai. thanks, track karta hoon

[Mohit Jha @MohitJhaMarkets]

Results season chal raha hai, aap log result aane se pehle company ke concall ka wait karte ho ya sirf numbers dekhte ho?

[Mohit Jha @MohitJhaMarkets]

@LeoFinWise Retail long aur FII short wala split dekh ke curious hu. Yeh positioning data aap kahan se dekhte ho?

[Mohit Jha @MohitJhaMarkets]

@stockguruindian Equity size wala point interesting hai. Utkarsh jaise bank mein zyada shares hone se price par kya asar padta hai, simple mein samjha sakte ho? Not advice.

[Mohit Jha @MohitJhaMarkets]

@BaijuBears FII ne 944 Cr becha aur DII ne 1924 Cr kharida, phir bhi Nifty upar band hua. retail ko yeh numbers kaise padhne chahiye, bas yahi samajhna hai

[Mohit Jha @MohitJhaMarkets]

@TA_Purvesh 55,000 se 57,400 sirf chaar din mein, midcap mein itni tezi normal hoti hai kya? weekly trendline wali baat main abhi seekh raha hoon