Investing Geek

In love with Ma, Music and Markets - in that order. Views are personal.

[Investing Geek @Paunchanon]

@imFmoharkan @MorningContext Top quartile performance in fixed income, equity in line with peer average, debt recovery n no capital erosion, n ur sources are disgruntled ex employees who have been let go. The continued targetting of one AMC n group makes ur intentions questionable (2/2)

[Investing Geek @Paunchanon]

@imFmoharkan @MorningContext State of journalism: wake up: let me target this AMC I have been targetting. What do I have: nothing. I will write opinion piece n choose data to support my opinion. Totally misses latest info: #Adani prepayment. Uptick in AUM n rank. Change in fund management. (1/2)

[Prahlad Kumar 🇮🇳 @prahladkumar33]

10 people die in Mumbai railway accidents every day. These protests are usually done by a class of people who don't pay the price for infrastructural decay.

[Investing Geek @Paunchanon]

@KirtanShahCFP @MeetshahV The sad part is such shoot n scoot journalists get away with casting aspersions. I mean the basic of journalism is to atleast check the authenticity of claims even if from a whistleblower. There is a new beat, impressionist journalism, based on the journo's impression of details

[Investing Geek @Paunchanon]

@imFmoharkan @MorningContext ...events, conjectural n with the only intent to malign the Birla group. @MorningContext got this totally out of context. If there is any authority to probe corruption in an MF it is @SEBI_India. Unless that happens u have simply given a platform to somebody's rant (2/2)

[Investing Geek @Paunchanon]

@imFmoharkan @MorningContext Not sure what was research of 3 months which misses the basic to assess the veracity of the so called whistleblower account itself, whether it is a disgruntled underperforming ill-behaved employee's personal vendetta or not. Ur piece is a personal interpretation of isolated (1/2)

[Investing Geek @Paunchanon]

@jwwbangl Too many notifications sir, we can continue here if u don't mind. I just harped on the word "targetted". If u hv lost money then as an investor u hv every right to question. But relative returns in schemes keep altering from time to time. Today's winners could lag tomorrow.

[Investing Geek @Paunchanon]

@jwwbangl @AMFI @NileshShah68 @mohanty_swarup @MFBALA @iRadhikaGupta I don't think any brand deserves to be '"targeted". They r all well established committed companies, n hv generated portfolio returns in the long term (refer to data). Every mf will hv few schemes that won't do well certain period of time only to bounce back.

[Investing Geek @Paunchanon]

There seems to be one big lobby against #mutualfund #fundmanagers. Everyone on #Twitter is a market expert n seems all of them got all their bets right ALWAYS. Some of these independent #wealthmanagers, #PMS guys targetting MFs forget they r no god (1/2)

[Investing Geek @Paunchanon]

@akthelonelyman @mohanty_swarup And some don't stop at that. Cast aspersions, make all kinds of conjectures, pull down the regulator. No other intermediary provides as much data transparently as MFs do.

[NEIL PARIKH @npparikh6]

Please see 👇

[swarup mohanty @mohanty_swarup]

@_CreatingWealth @PPFAS Every fund has it's own way of functioning. I respect the way @PPFAS goes about doing their business and they have created their own path.
We have our path and we will stick to that.
Thank you so much🙏

[Nishant Batra CWM® 🇮🇳 @stepbystep888]

Before doing any paid promotion, influencers should understand the risks themselves.

If the "Vehicle" is unregulated and there are multiple ifs and buts, better is not to promote it.

🙏🙏

[Investing Geek @Paunchanon]

@VinayakSapre1 👌bahut badhiya sir ji

[Investing Geek @Paunchanon]

Look forward

[Multipie @MultipieSocial]

Breaking Investment Stereotypes with Hiren Ved, CIO of Alchemy Capital.

This is packed with learnings:
- Market cycles
- Themes
- How to go about sector rotation
- Alpha generation: Small/ midcaps vs large caps.

Releasing today evening at 6 pm.
@hirenved @singhalrajk

[Fundamental Investor ™ 🇮🇳 @FI_InvestIndia]

As Markets Correct, I have made a Comprehensive 10 Point Checklist for all of you friends.

Please Read aaram se. Implement.

Share widely to friends & family if this makes sense to you !!!

Happy Sunday.

#FI

[Investing Geek @Paunchanon]

@FI_InvestIndia This is good. Sharing

[B Padmanaban ([email protected]) @padhucfp]

Just a Simple & Powerful Thought. #fortuneinvestment @invest_mutual @nandaseth @nagappanv @NagpalManoj @SrikantMatrubai @iRadhikaGupta @AashishPS @AMajitmenon @KalpenParekh @MFBALA @NaanayamVikatan @mohanty_swarup @VivekVasantha @Comedy_Praveen @nvijayaakumar @SriniMoneyKare

[Investing Geek @Paunchanon]

@sundeepsikka Superb sir

[Neil Borate @ActusDei]

Sebi has written to #mutualfunds to stop further subscription in funds investing overseas since the industry limit of USD 7 billion has almost been hit. https://t.co/Y1vpb3spew

[Ira Dugal @dugalira]

#Budget2022

1/4As always we did a few relevant conversations ahead of the budget. A short thread.

Macro's ahead of the budget with Sajjid Chinoy. fiscal and monetary policy will gradually have to become substitutes from complements, he said.

https://t.co/PBq3b2OMVm