Montu Regal

My Ikigai: Future Valuable + today Cheap + Net Profit Generating.
Finance Content on my Company Researches.
Long term Investing All the Way.

[Montu Regal @monturegal]

Growth Anonymous | Phantom FX India
How i chased down after growth,
Paid as high as 21 times Earnings for a then 55% Yearly Growth.
Growth subsided to 12.35% and I was caught with my pants down Holding onto a company at 21 times earnings that dropped down to 10 times as well.

[Khusboo Tayal @KhusbooT14835]

STEVE JOBS GOT FIRED FROM APPLE.

Then he walked straight into MIT and dropped the most raw, unfiltered 60-minute business masterclass ever recorded.

Zero PR bullshit. Zero image to protect.

Just pure, brutal honesty from the man who built Apple once and was about to rebuild it even bigger.

Stop scrolling.

Watch this tonight instead of Netflix.

Bookmark it. Come back to it.

[Sunil Gurjar, CFTe @sunilgurjar01]

99% of options traders are gambling because they never learned the fundamentals.

This 1-hour Yale lecture changes everything.

In just 60 minutes, you’ll learn more about options trading than most overpriced trading courses ever teach.

No hype. No fake gurus. Just real knowledge.

Save this and watch it without distractions. 📌

[Shankar Sharma @1shankarsharma]

Ok Baccha and Buddha Party, Le Grand Fromage writes today in @bsindia
(The inspiration for this piece came from @Dhananj89102936
And @kaul_vivek)

https://t.co/326bI3SZnt

( Message to all copy - pasters on Twitter: don't do this. Respect ideas, thoughts, IPRs. That's how great people & nations act. Always acknowledge gratefully.)

Important Quiz Question:

" How many Bull Markets has India had?"

This is a deep, data driven piece, & meant ONLY for serious students of Investing.
The data might surprise. Even shock you. Because it's never going to be told to you.

Also meant for: Indian MF SIP investors. F2 Investors. NRIs.

Probably not meant for MFDs. Fund Managers, TV anchors 😉

-I show you how our recent '20-'24 Bull Market was like Maradona 's Hand of God.

-I highlight my own prop ratio for assessing Bull Markets: The Time Shift Return Dispersion.

- I show you the shifting return plane of Indian Bull Markets

-I also showcase Tim Dexter: my real & ONLY investing God.

Read very very carefully. Absorb. Savor. Swirl. Swallow. Share.

Let me know your thoughts. I read everything. I have plenty of time!

Let me give you the initial few paras right here:

How many Bull markets has India had

And why this has implications on FII and retail flows

You can tell a person from the heroes he worships. I worship Timothy Dexter.

An eccentric entrepreneur of the 1700s, he made bets that had no logic. But they turned out to be gifts of Providence.

For example, he was tricked into sending coal to Newcastle. Newcastle in England was the womb of coal. It was a move of the demented. But miners in Newcastle went on a flash strike. Coal prices shot up. Dexter made a ton.

His business rivals suggested sending bed-warming pans—a winter tool—to tropical West Indies. His ship captain sold them as molasses ladles. Dexter made out again.

My Dexter moment came in the spring of 1991. At the foothills of the Harshad Mehta boom, I espied an opportunity in a company called Karnataka Ball Bearings. The company did not seem to be having a great market for its ball bearings or whatever it is that it made. Hence, it was making massive losses.

Then one fine day, it announced that it was closing down operations.

A shifty trader sidled upto me in the trading ring of the BSE and whispered:" Buy KBB." I asked "Why?" " It's a sure thing: when it was operating it was making huge losses. But now that it has closed down, the losses will shrink. Heck, it might even turn profitable. And, by the way, I have some stock that I can sell you."

I was a callow youth. My inner Dexter was seduced by the trenchant logic. It was God's own stock. Of course, it was a set up.

I bought at Rs 5. Clearly, that low IQ Bull market thought the same and the stock went up to 150 or something.

My moderately better IQ had me sell. I had my first fortune.

You can be right for the wrong reasons and yet get rich. Mastering this is a rare skill.

I have since, always believed, Great Fortunes are often outcomes of Good Fortune.

But the reason why I mention this little story is: can we call the Harshad bull market an actual bull market? Or a bull market funded by PSU Banks, into a handful of stocks. A market that was played by a bunch of insiders (and Dexters like me). Naah, it was just a tiny, rigged wave. Dr. MMS was denied credit. That would come later....

https://t.co/326bI3SZnt

[Vivek @Vivek_Investor]

If you are a beginner, do read this book. Lots of simple illustrations on the behavioural aspects of investing.

[Montu Regal @monturegal]

Dhurandhar Revenge PR TEAM
Please stop giving out your free tickets to Chaprees of your offices
1) they move around in theatres, to bring another Chapri who was late.
2) they constantly talk on their phones. During the movie.
3) forget about silencing it.
Movie experience ruined

[Mr. Buzzoni @polydao]

THE FORMULA BEHIND EVERY BAYESIAN TRADE ON POLYMARKET - FREE STANFORD LECTURE

Stanford teaches Bayes' Theorem in a free 1-hour lecture

this is the exact math behind the 5 formulas in that article

save this 👇

[Sunil Gurjar, CFTe @sunilgurjar01]

Meet Bharat Shah

> Worked under Harshad Mehta
> Rs. 45,000 Crore fund manager
> Has read 10,000+ books
> 40 years of Investing wisdom

Save it for later 🔖

[Jaynit @jaynitx]

In 2019, MIT professor Patrick Winston gave a legendary 1-hour lecture called “How to Speak.”

It has 18M+ views for a reason.

His frameworks:
• Your ideas are like your children
• The 5-minute rule for job talks
• Why jokes fail at the start

15 lessons on communication:

[ALLATRA @allatra_org]

Microplastics are already inside us and they are affecting our health. Professor Ragusa explains where the real problem lies and why it's not just about plastic. Are you ready to find out what each of us needs to do to solve this problem?

For more details, follow the link.

[Vikas verma @Vikasverma39341]

How can you grow to become 1000× better than who you are today?

[Ronit Pereira @CAronitpereira]

“In 2005 to 2007, oil prices increased from $40 to $100 and markets went up by 3 times.”

“In 2008, oil prices increased by 30% but stock markets fell from 21,000 to 15,000. So people try to justify things which don’t have any correlation or relevance.”

- Parag Parikh. 2011

[Equity Insights Elite @EquityInsightss]

Time to revisit this video 👀

Lots of learnings packed in one place

Interesting to see what played out - did the thesis age well?

[Ronit Pereira @CAronitpereira]

Rajeev Thakkar of PPFFAS gave a masterclass on identifying growth companies in 2013.

Don’t miss this 🔖

[Topz @tophz_]

A solid 10/10 movie for you to watch.
Masterpiece scene 🎬 🔥 for the weekend

Top Rated 🔥

[AI Panda @AIPandaX]

Instead of watching Netflix, watch Malcolm Gladwell on why success isn’t talent, it’s systems & timing.

[Amit @HeyAmit_]

Instead of watching Netflix for 2 hours, watch this guy explain why some people become successful while others stay average.

[sahil bhadviya @sahilbhadviya]

My son is 5 yrs old. I'll make sure that he listen to his podcast before he turns 10. No amount of schooling can teach what this guy has taught in 21 minutes.

[Montu Regal @monturegal]

#Dhurandhar2
“This film will cross 2500 crore easily”
Mark my words.

[Muthukrishnan Dhandapani @dmuthuk]

I rarely write about individuals especially in negative context. I saw both an extremely insensitive post and subsequent apology from @FI_InvestIndia.

In 2017, his wealth was concentrated primarily on these three stocks - Yes Bank, India Bulls and DHFL. I remember tracking his tweets where he kept on holding these companies despite drastic fall in prices. Those stock prices never recovered. He deleted all the past tweets to remove any trace of him holding these companies and getting wiped out due to the same.

Any of us can do blunders in markets. He is no exception. The surprising part is after losing so much wealth, never going for any employment again, he continues to claim he is financially independent.

If tweets are his source of income, that's perfectly legitimate. But claiming to be financially independent after losing wealth is extremely misleading.

[Montu Regal @monturegal]

@JPNadda Please stop destroying budget audio by banging on the finance minister table.