Nitesh Dhingra

Focus on what you have as for an illusionist life has many in stores ..RT not an endorsement.

[Nitesh Dhingra @niteshdhingra]

@iam_Preesha Trent

[San Francisco Chronicle @sfchronicle]

More than 200 passengers on an Air India flight arrived at SFO Friday evening after being stranded in Russia for more than 24 hours. Those on board had to wait overnight at an airport in Siberia after a precautionary landing. https://t.co/gEQHDd7bOq

[Prashanth Maddela @prashanth6754]

#jiocinema is a Very bad 😔 OTT platform for Sports #BCCI👎👎 should have verified the services of the #jiocinema before allowing their tender for #OTT broadcasting rights for #IPL2023. This buffering shows the quality of the service by #jiocinema #jiocrash👎 #IPLonStar 🔥🔥 pi🥳

[Nitesh Dhingra @niteshdhingra]

@JioCare @IPL
@BCCI so much buffering on jio , free but buffering all the time , OTT subscribers have got a raw deal as only Jio free broadcast is available?

[Nitesh Dhingra @niteshdhingra]

@MarcellusInvest @RakshitRanjanM1

[Gurjot Ahluwalia @gurjota]

Note for Marcellus Investors 📝

In 4 years, Marcellus CCP has had 3 years of severe underperformance and 1 year of massive outperformance generating a meagre 1% alpha overall.

Almost all investors of past 3 years would have been much better off simply putting their monies in low cost index funds.

Even if you invested since inception, would you be willing to live through 3 consecutive years of severe underperformance for such a meagre alpha over the benchmark index?

I'm a firm proponent of long term investing, however I cannot support Marcellus's investing philosophy just for the sake of long term investing.

Investing also has a means to an end.And that end goal is generating a far superior risk adjusted return if I choose to pick an active PMS over a simple index fund giving me exposure to India's top 50 companies.

If an investor has 30 years in the market, 3 years constitutes 10% of the overall investment period. And it is definitely a good enough timeframe to have a periodic review of the portfolio. These periodic reviews offer us the chance to course correct if the investing journey is not going as planned. We cannot just put our money in a PMS and go to sleep for the next 30 years.

So, if the 3 year CAGR of the active PMS is 9.4% vs 17% of the benchmark index, that is utterly and completely unacceptable IMO and heads would roll in most fund houses with such gaping underperformance.

If I was an investor in Marcellus PMS, I would only continue if the fund management team were brave enough to conduct an honest appraisal of their performance in the past 3 years and openly admit their failings along with the willingness to course correct and tweak their excellent investment philosophy with better entry/exit valuation criteria.

I have always held great admiration for Saurabh and the Marcellus team. However, their excellent investment philosophy is slowly transitioning into a "RIGID" investment philosophy not taking into account feedback from the market.

Any investment philosophy which does not respect market feedback will struggle to generate alpha over the long term. It's time to course correct or slowly fade away. The choice is open to everyone.

[Gurjot Ahluwalia @gurjota]

Note for Marcellus Investors 📝

In 4 years, Marcellus CCP has had 3 years of severe underperformance and 1 year of massive outperformance generating a meagre 1% alpha overall.

Almost all investors of past 3 years would have been much better off simply putting their monies in low cost index funds.

Even if you invested since inception, would you be willing to live through 3 consecutive years of severe underperformance for such a meagre alpha over the benchmark index?

I'm a firm proponent of long term investing, however I cannot support Marcellus's investing philosophy just for the sake of long term investing.

Investing also has a means to an end.And that end goal is generating a far superior risk adjusted return if I choose to pick an active PMS over a simple index fund giving me exposure to India's top 50 companies.

If an investor has 30 years in the market, 3 years constitutes 10% of the overall investment period. And it is definitely a good enough timeframe to have a periodic review of the portfolio. These periodic reviews offer us the chance to course correct if the investing journey is not going as planned. We cannot just put our money in a PMS and go to sleep for the next 30 years.

So, if the 3 year CAGR of the active PMS is 9.4% vs 17% of the benchmark index, that is utterly and completely unacceptable IMO and heads would roll in most fund houses with such gaping underperformance.

If I was an investor in Marcellus PMS, I would only continue if the fund management team were brave enough to conduct an honest appraisal of their performance in the past 3 years and openly admit their failings along with the willingness to course correct and tweak their excellent investment philosophy with better entry/exit valuation criteria.

I have always held great admiration for Saurabh and the Marcellus team. However, their excellent investment philosophy is slowly transitioning into a "RIGID" investment philosophy not taking into account feedback from the market.

Any investment philosophy which does not respect market feedback will struggle to generate alpha over the long term. It's time to course correct or slowly fade away. The choice is open to everyone.

[Nitesh Dhingra @niteshdhingra]

Ashwin

[CricTracker @Cricketracker]

Who should be India's vice-captain in Test cricket going ahead?

#India #TestCricket #RaviAshwin #ShreyasIyer

[Nitesh Dhingra @niteshdhingra]

@cricketaakash

[Himanshu Pareek @Sports_Himanshu]

🗣️"Rohit shouldn't be tried as Test Opener. Ghar par light chali jaaye to aap electrician ko bulate hain, Plumber ko thodi na bulate hain" 😭

YOUNG Aakash Chopra when asked if Rohit Sharma should be tried as a Test Opener.

#CricketTwitter

[Himanshu Pareek @Sports_Himanshu]

🗣️"Rohit shouldn't be tried as Test Opener. Ghar par light chali jaaye to aap electrician ko bulate hain, Plumber ko thodi na bulate hain" 😭

YOUNG Aakash Chopra when asked if Rohit Sharma should be tried as a Test Opener.

#CricketTwitter

[Nitesh Dhingra @niteshdhingra]

@BCCI @delhi_cricket #AUSvsIND watched the second day of match in Arun Jaitley stadium,poor infrastructure, seats , toilets , the richest Board needs to do better for stadium lover.@JayShah

[Nitesh Dhingra @niteshdhingra]

And you name your school as international school , wah ji wah Sehwag Indian school rakhna chahiye tha phir , do you know stock price manipulation ?

[Virrender Sehwag @virendersehwag]

Goron se India ki tarakki bardaasht nahi hoti. The hitjob on India’s market looks like a well planned conspiracy. Koshish kitni bhi kar lein but as always, Bharat aur majboot hi nikalkar ubhrega.

[Nitesh Dhingra @niteshdhingra]

@MarcellusInvest @RakshitRanjanM1

[Contrarian EPS @contrarianEPS]

Divis reports lowest margin in 10y. How is even a consistent compounder. Most inconsistent results from many consistent compounder this earning season. All narratives running into the ground

[Contrarian EPS @contrarianEPS]

Divis reports lowest margin in 10y. How is even a consistent compounder. Most inconsistent results from many consistent compounder this earning season. All narratives running into the ground

[Nitesh Dhingra @niteshdhingra]

None of us give a damn to such anchors and channels , please don’t tweet their abusive stuff . 😂

[Sayema @_sayema]

इससे ये साबित होता है की ये थाली के बैंगन हैं।

[Nitesh Dhingra @niteshdhingra]

I am buying 10 for our legend SRK , anybody needing a pathaan ticket , please connect.

[Sayema @_sayema]

Tickets booked!!!! Yay! #FirstDayFirstShow #Pathaan

[Nitesh Dhingra @niteshdhingra]

Is he had a name RAHUL …. Luck would have smiled on him as well . 😇

[Shashi Tharoor @ShashiTharoor]

This meme about ⁦@IamSanjuSamson⁩ is going around in Kerala. I have to say I agree with it. What more does he have to do to get a deserved place in India’s ODI XI? ⁦@BCCI⁩

[Nitesh Dhingra @niteshdhingra]

@iamsrk Messi = football SRK = Bollywood

[Bhupesh Baghel @bhupeshbaghel]

हमारे प्रधानमंत्री के बारे में टिप्पणी करने की क्या हैसियत तुम्हारी?

भारत के प्रधानमंत्री के खिलाफ एक भी अनर्गल टिप्पणी स्वीकार नहीं की जाएगी, यह बहुत अच्छे से जान लें। 🇮🇳

[Brut India @BrutIndia]

Who did Mahua Moitra call Pappu in Parliament? 🔥🎤

[Manisha Malhotra @manishamal19]

This isn’t a mob. It’s the security line at 4.20am in @DelhiAirport this a day after officials supposedly put in measures to ease traffic! #chockablock