Abhimanyu Sofat

Family office head, fund manager, advisor and analyst on indian equities. All tweets are personal

[Abhimanyu Sofat @sofatabhi]

Met Siddharth Bhaiya on 17 th December just before his holiday trip. Was planning to meet him again as the guy has simple and logical thoughts on the market. He did things away from the noise. I have met 100s of fund managers in my life but he was different.

[Abhimanyu Sofat @sofatabhi]

@devinamehra If possible please share all the strategy notes of @firstglobalsec of those years...the language in those notes used to be wow...

[Abhimanyu Sofat @sofatabhi]

Having worked in a government owned company i can tell you that India is no different in terms of hiring consultants... time for Indian Doge!

[@amuse @amuse]

DOGE: Treasury Secretary Scott Bessent is ending the chokehold consulting firms have on government spending. This year the top 10 consulting firms will make $65 billion in fees from federal contracts. At the very least we need warrants…

[Abhimanyu Sofat @sofatabhi]

Us treasury can buy Tesla shares!

[GURGAVIN @gurgavin]

ELON MUSK URGES TESLA INVESTORS TO HOLD THEIR SHARES

$TSLA

[Abhimanyu Sofat @sofatabhi]

@_kirand Closed ended fund so investors can't get out in panic...its teaching an investor long term investing

[Abhimanyu Sofat @sofatabhi]

If you don't like standalone a business and are only buying it because it's cheaper than some other stock then don't buy as on that other stock goes down you will have a problem in thinking what to do.

[Abhimanyu Sofat @sofatabhi]

It is the demand and supply of money which determines interest and not rbi alone...last rate reduction cycle the transmission was quite weak. This time as well don't expect a large reduction in sync with repo rate as liquidity is tight.

[Abhimanyu Sofat @sofatabhi]

Think what will happen in india if a similar kind of transparency is undertaken... government funds flats, cash payout for similar class to people in our country

[Benny Johnson @bennyjohnson]

🚨 This is the biggest scandal in news media history:

No employee at Politico got paid yesterday. First time ever the company missed a pay period. This is a crisis.

Now we learn Politico — a “news company” — which spent the last 10 years trying to destroy the MAGA Movement was being massively funded by USAID.

Trump & Elon deleted their funding.

Now Politico will go out of business.

The corruption is endless.

Good riddance

[Abhimanyu Sofat @sofatabhi]

Government and psus in India pay more than this in consulting assignments to large American consulting firms

[Department of Government Efficiency @DOGE]

This morning, 20 consulting contracts, mostly focused on “strategic communication” and “executive coaching,” were terminated for immediate savings of $26mm.

[Abhimanyu Sofat @sofatabhi]

There is still hope with cramer around!

[Jim Cramer @jimcramer]

There is no silver lining right now with Nvidia though

[Abhimanyu Sofat @sofatabhi]

So many of the company are dependent on BSNL for their next 3-4 years of growth. How many people do you think are looking at using BSNL? How much can government add to the sunk cost? Bull market blinker!

[Abhimanyu Sofat @sofatabhi]

@_kirand Manju can do everthing right!

[Abhimanyu Sofat @sofatabhi]

@NDTVProfitIndia Pl go through last three months disclosure on how 49% stake was bought at just ₹440cr. Article is written without studying the facts.

[Abhimanyu Sofat @sofatabhi]

@drprashantmish6 Doing the same thing differently creates this consistency of results!

[Abhimanyu Sofat @sofatabhi]

Everyone says the market is expensive... people are holding decent cash but feel the market won't fall.... What should you do?..study demand and supply of money for the market....no large correction happens with such a large amount of cash sitting on the sidelines

[Abhimanyu Sofat @sofatabhi]

@_kirand You are a humble guy sir despite having multiple multibaggers!

[Abhimanyu Sofat @sofatabhi]

Always love business who are at lower utilization but with strong revenue visibility... Capex done, registration done now only growth is a question #highrisk #kwalitypharma

[Abhimanyu Sofat @sofatabhi]

Sold a stock today after seeing this disclosure... Not much reaction from market as who reads note to accounts!

[Abhimanyu Sofat @sofatabhi]

When one day stock move is more than the purchase price... Nice feeling #solex energy