Sumit Kedia

[Sumit Kedia @sumitkedia]

@cards_wizard Is it necessary to purchase or through payzapp or it will also work through smartbuy desktop website and using hdfc cc?

[Sumit Kedia @sumitkedia]

@sandipsabharwal Hey @grok explain this further

[Sumit Kedia @sumitkedia]

@Alchemist1320 Kalyani - whats your view on the selling by one of the promoter entities?

[Sumit Kedia @sumitkedia]

@unseenvalue How to assess the segments of the value chain to best play this theme?

[Deepak Shenoy @deepakshenoy]

We just received an in-principle approval from SEBI to launch a mutual fund! This coincides with us turning 10, and we're grateful for the opportunity.

The work to build an AMC for a final approval begins. It's going to involve a lot of hard work, love the challenge!

[Sheetal Rijhwani @RijhwaniSheetal]

😃

[Sumit Kedia @sumitkedia]

@VishalBhargava5 Interesting view. Any views on the new launch by Godrej in Vikhroli - Vistas?

[Sumit Kedia @sumitkedia]

@deepakshenoy aweomse Deepak, many congratulations!

[Ministry of Finance @FinMinIndia]

👉 National Investment and Infrastructure Fund #NIIF launches $600 million India-Japan Fund #IJF with Government of India and Japan Bank for International Cooperation #JBIC as anchor investors

👉 India-Japan Fund will focus on investing in environmental sustainability and low carbon emission strategies besides further enhancing Japanese investments into India

👉 The setting up of India Japan Fund represents a key milestone in the strategic and economic partnership between the Government of Japan and Government of India

Read more ➡️ https://t.co/7vojd6TdtZ

[Sumit Kedia @sumitkedia]

@itsTarH yeah big overhang. just to highlight - co hasnt paid much dividend in LTM (i think only 1 rs with yield of ~0%).

[Sumit Kedia @sumitkedia]

@_ThirdSide_ @Moneylifers I think your assumption of a 20% holding company discount is quite low; most of the other holding companies (Godrej, Bajaj, Kama, etc) are trading at a 50-60% discount. What do you think?

[Abhishek Murarka 💹🐂 @abhymurarka]

Yesterday, India announced it is "restricting" the import of laptops, tablets, all-in-one personal computers and servers with immediate effect. Big, right?

This thread tries to explain the background, impact, the laptop value chain and stocks to play the shift.

1/n

[Sumit Kedia @sumitkedia]

@Investindia6 this is extremely interesting. can you pls help let me know from where you get the import data?

[Prince | Accidental Investor 🇮🇳 @AI_Feb21]

To enhance the listening experience & make it more convenient for everyone, we hv included video chapters with timestamps. I hope this improvement enhances the user experience. H/t @InvestmentBook1

Appreciate retweet 🔁

Help spread the word.����
https://t.co/4KcAKUk0XZ

[Arindam Paul @arindam___paul]

Over the last 8 years, I have interacted with more than 3000 Indian consumers with HHI greater than 5 LPA through a mix of POS interactions, home visits, pre-sales and service calls

12 observations/trends which could be relevant for founders building in consumer brands/tech👇👇

[Sumit Kedia @sumitkedia]

@itsTarH Quite comprehensive. Jupiter just looks slightly overpriced. Will provide a better picture if you add a column on yields; psu are throwing out cash.

[Sumit Kedia @sumitkedia]

@itsTarH completely agree with the broad thesis. significant investments being made across the entire IR value chain. any names that you are tracking - apart from Jupiter? any views on the IR PSUs?

[Ganesh S. Nagarsekar🇮🇳 @bharatbetpf]

We literally went through the annual reports of more than 150 companies over the last 3 years!🇮🇳

Here are 15 top insights on Business in Bharat from all of that analysis.

I'm a bootstrapped small business owner trying to grow on Twitter. Please RT if this thread added value. ♻️

[Sumit Kedia @sumitkedia]

@CardMavenIn hi - does Axis Magnus give reward points for transactions towards insurance premium payments as well?

[Abhishek Murarka 💹🐂 @abhymurarka]

Feeling elated to share @MultipieSocial has been acquired by @ICICI_Direct. Keeping the ethos of this message, we promise to keep adding value at a bigger scale.

Also, I am joining ICICI Securities as Lead - Content and Community. We have good things in store!