utsav shrivastava

52. Retired from the rat race.Full time investor. Author of The Tweet Smart Investor. Passionate about early stage investing and bringing those cos to mkt..

[utsav shrivastava @utsav1711]

@lalitinvestor Agree

[utsav shrivastava @utsav1711]

@GovindIstOdraza 3

[utsav shrivastava @utsav1711]

Here’s my simple view
- prolonged conventional conflict loses significance after a time . Like Russia Ukraine. Like isreal hamas.
- ⁠the only big thing which can happen is nuclear war
- ⁠if one side fires a nuclear weapon, within minutes the world will get aligned into 2 grps, both firing nuclear weapons at each other
- ⁠in that case humans will cease to exist
- ⁠so we have nothing to worry. Either wars become irrelevant or we don’t exist
- ⁠so we shouldn’t do any action on our portfolios
- ⁠unless u figure out a way to carry bank accounts and not demat credits to the next life

[utsav shrivastava @utsav1711]

Dont just write jai hind on x and think you have contributed.

Pay your taxes on time.
Live your lives with integrity.
Dont break any laws.
Respect women and all castes.
Do the right thing even when no one is looking.

Be the indian worth fighting for 😊

[Ankit Kanodia @kanodiaankit12]

Scrolled through a lot of crap throughout the day to finally end the day with some sane words from @utsav1711.

💯

[utsav shrivastava @utsav1711]

Reminds me of one of my body parts 🤪

[utsav shrivastava @utsav1711]

They shd rename it biogone !

[utsav shrivastava @utsav1711]

Exchanges shd scrap all asm esm gsm and just launch a new measure called bdsm 🤣

[utsav shrivastava @utsav1711]

Equity is still the cheapest way to make white money
Lets be happy with that !

[utsav shrivastava @utsav1711]

The only true gift u can leave your next generation is shares in your demat

[utsav shrivastava @utsav1711]

Mcap/pat
Done

Mcap/revenue
Done

Mcap/order book
Done

Only metric now pending is Mcap/vision 😎

[utsav shrivastava @utsav1711]

Rules for trading/investing

1. While buying on leverage, try not to lose big

2. While buying with own funds, try to win big

[utsav shrivastava @utsav1711]

@lalitinvestor Well said Lalit bhai

[Lalit Rathi - LKR @lalitinvestor]

Dear Kotak Institutional Desk,

I recently came across your note titled "On frogs, pigs, vultures (and apes)," and I must say, your creativity with analogies is truly something to behold. It's almost as if Dr. Seuss decided to moonlight in market commentary. However, while entertaining, the depiction of retail investors and market participants as “frogs,” “pigs,” “vultures,” and “apes” seems a bit over the top, don't you think?

Your attempt at humor by suggesting no egos were bruised in the making of this content is noted. But let's be honest, the jungle isn't a place for egos, nor should it be a place for such condescending characterizations. Retail investors, or should I say the noble 'frogs,' 'pigs,' 'vultures,' and 'apes,' contribute significantly to market dynamics. They bring in much-needed liquidity, diverse perspectives, and resilience.

Interestingly, your note highlights a rather pessimistic view of the markets over the last 12 months. While a healthy dose of skepticism is essential, constant negativity isn't particularly constructive. Retail investors are far from oblivious; they're actively engaging, learning, and adapting. They might not be jumping out of boiling water, but they certainly aren't basking in ignorance.

It seems a tad ironic that while disparaging retail investors, you confidently assure us of your superior understanding and outlook. Yet, your cautionary tales of doom and gloom have done little more than raise eyebrows. Perhaps it's time to consider a more balanced approach that respects the intelligence and contributions of all market participants.

After all, the market isn't just a magical pond with frogs and pigs; it's a complex ecosystem where every player, big or small, plays a vital role. Retail investors aren't here for monkey business; they are as invested in the market's health and growth as any other participant.

Looking forward to a more inclusive and respectful discourse in your future communications.

Sincerely,

A Retail Investor

[utsav shrivastava @utsav1711]

@CahtulC And shorters will have to sell their underwear to pay mtm tomm if modi comes

Net net : 2nd hand underwear traders ki chaandi hone waali hai !!

[utsav shrivastava @utsav1711]

@SJAIN_40b @ValueResearch Haha i didn’t even know this 😊

[utsav shrivastava @utsav1711]

@vipul_mak Nice post Vipul. Although as an existing shareholder i would have liked this to remain unknown for longer !

[utsav shrivastava @utsav1711]

@ShrivallbhaLad1 Agro commodities will do well. India will feed the world. And this can’t be disrupted by AI etc

[utsav shrivastava @utsav1711]

Most of the people who got caught on the wrong foot in this fall…were those who were buying for the current rally/bull mkt.

The time to buy for this rally was 2 years back.

Now we shd focus on buying cos which are reasonably priced and the numbers will come in fy26 and beyond. We will get enough opportunities to build our position.

And if we don’t have any thesis on future numbers, then we must stay away from the stock anyways 😊

[utsav shrivastava @utsav1711]

@tanishkhivasara Cos shdnt be talking mcap in the first place