Pavan Mahtani

juggling between job and Entreprenuership...both completely different fields but the goal is one...

[Pavan Mahtani @pavan7575]

@shome_rajarshi King of Good Times!

[Aditya Khemka @AdityaKhemka5]

Great podcast with @financewsharan @OnepercentClub5

Sharan is not only a great orator but a lovely human being. Was really nice speaking to him.

https://t.co/JXXCreBUUu

[Pavan Mahtani @pavan7575]

@AdityaKhemka5 @ShashankUdupa1 Sir you are truly an investing icon…The Dhoni of investing! Super podcast.

[Pavan Mahtani @pavan7575]

@shome_rajarshi Very well said - from the heart

[Pavan Mahtani @pavan7575]

@JoshiEien Sir how to access the report please

[Pavan Mahtani @pavan7575]

@shrishtie Very well written description

[Yash Kansara @YashKansara16]

🚨 The future of trading is here!

Join India’s first-ever #AlgoConvention 2025 by @5paisa — where tech meets trading 🧠📈

🗓️ Sept 27 | 📍BSE Mumbai

Meet top #AlgoTrading minds

🎟️ Secure your spot: https://t.co/YSgfb0FjYj

@itjegan @RakeshPujara1 @SantoshPasi @piyushchaudhry

[Andrew Peretti @AndrewPeretti]

From a policy perspective, the Jane Street saga in India brings many questions to the fore about market development.

Participants in India have moved into convex (read options) products at the expense of a deeper and more liquid cash market

The reason Jane’s Street strategy was ostensibly so effective is due to the discrepancy between cash market and options volume. In essence, the alleged manipulation is facilitated by the volume mismatch between the two markets.

You may ask, why is that the case?

1) In 2018, SEBI mandated physical settlement in futures. Remember futures are linear in pay-off without the convexity of options. Previously futures were trading multiples of the cash market. Most retailers have long been familiar with the simplicity of the pay-off here (re: the old badla system)

2) As SEBI acknowledges, intra-day cash trading is not allowed by foreign institutions. In other markets, there are many family offices, prop shops and hedge funds that trade intra-day with non HFT strategies. They can bridge (arbitrage) inefficiency.

3) The SLB (Securities Lending & Borrowing) market is not deep, and there are several hurdles to creating a deep borrow pool. This would add to the counterbalance to deliberate stock market ramps in the cash market.

4) Intra-day cash leverage was significantly curtailed after SEBI’s 2019 circular, which limited intra-day leverage in cash markets on transactions. This again is a deterrent to such manipulation discussed.

5) In 2020, SEBI reduced margin requirements on options spreads. This was not a bad thing per se, but crimping cash volume in favour of options seems an interesting policy choice.

Of course, High Frequency Trading (HFT) manipulation is a problem and enforcement action should proceed whether it goes, but this saga should also be a wake-up call for promoting, both in absolute and relative terms, a deeper and more diverse cash market.

[Ganesh S. Nagarsekar🇮🇳 @bharatbetpf]

Had an opportunity to meet the MedPlus team - sharing notes from the meet here.

disc: no holdings, strictly not a reco

please RT if this adds value ♻️

[Pavan Mahtani @pavan7575]

@SubhadipNandy16 Kotak bank - RBI lifts restrictions.. looks like some covering would come in tomorrow

[Abhishek Kothari 🇮🇳 @kothariabhishek]

.@CNBCTV18Live
@KotakBankLtd outperforms peers in Q3FY25, across various metrics
Do read in, for details

@HDFC_Bank @ICICIBank @AxisBank

@ShereenBhan @Sonal913

https://t.co/E69g5BBQT6

[Sekhar @LearningEleven]

A true story

There were two boys and a girl. First boy was in college and second boy was in high school.

Both the boys were in love with the girl but she preferred dating the younger one.

Many elders in the village thought that young chap was too young and he shouldn’t be dating her, so they encouraged her to date older boy.

Listening to the constant whispers from the elders In the last 12 months, the girl almost decided to date the older boy but in the last minute, ditched the older boy and came back to the younger one.

Now, for the third time, elders in the village are trying to influence the girl to stop dating the younger one and start hanging out with the older boy.

By Christmas time, you will get to see who would be dating whom!

Oops, I forgot to tell their names

Older boy - Large Caps
Younger boy - Small caps
Girl - Funds
Elders in the village - Value investors

Now, read the story again!

[ET NOW @ETNOWlive]

🌎Here are the cues to watch out for next week!

[Nimesh Shah @nimeshscnbc]

Large block in Happiest Minds as per @VivekIyer72
Ashok Soota to sell 6%
Floor price 826/sh, 10% disc to CMP
Offer Size 754cr
+
Allcagro Gati - QIP launched as per @kothariabhishek
Base Issue Rs 100 cr; upsize by Rs100cr
Indicative price: Rs 101
@CNBCTV18News @CNBCTV18Live

[Pavan Mahtani @pavan7575]

@Fii_Dii_Data Sorry ignore.. I think you are right. My bad

[Pavan Mahtani @pavan7575]

@Fii_Dii_Data It should be -41278 contracts.

[Pavan Mahtani @pavan7575]

@Koushik23409361 @SubhadipNandy16 FTSE Rebalancing.. Hence the volumes.

[Pavan Mahtani @pavan7575]

I’m going to @AI_Feb21’s upcoming Space. Will you join too? https://t.co/JQKVFuQxUu

[CA Akhil Pachori @akhilpachori]

#Chandrayaan3

Companies that contributed:

▪𝐓𝐚𝐭𝐚 𝐄𝐥𝐱𝐬𝐢 𝐋𝐭𝐝: Development Of Spacecraft, Avionics And Software.

▪𝐓𝐚𝐭𝐚 𝐀𝐝𝐯𝐚𝐧𝐜𝐞 𝐒𝐲𝐬𝐭𝐞𝐦: Manufacturing Of Chandrayan 3’s Lander.

▪𝐋𝐚𝐫𝐬𝐞𝐧 & 𝐓𝐨𝐮𝐛𝐫𝐨 𝐋𝐭𝐝 Launch Pad And Another Infra For ISRO.

▪𝐌𝐓𝐀𝐑 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬 𝐋𝐭𝐝: Manufacturing Rocket Engines And Core Pumps for ISRO since a long.

▪𝐁𝐡𝐚𝐫𝐚𝐭 𝐄𝐥𝐞𝐜𝐭𝐫𝐨𝐧𝐢𝐜𝐬 𝐋𝐭𝐝: Manufacturing chandryan3’s Payloads.

▪𝐇𝐢𝐧𝐝𝐮𝐬𝐭𝐚𝐧 𝐀𝐞𝐫𝐨𝐧𝐚𝐮𝐭𝐢𝐜𝐬 𝐋𝐭𝐝: Development Of Lander Along with Mechanical Support Equipment.

▪𝐂𝐞𝐧𝐭𝐮𝐦 𝐄𝐥𝐞𝐜𝐭𝐫𝐨𝐧𝐢𝐜𝐬 𝐋𝐭𝐝: Design Development And Manufacturing of Electronics System For Space Applications.

[Avinash Gorakshakar @AvinashGoraksha]

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