Vinay Arya

Co-founder, East Green PMS. Student of the Market.

[Vinay Arya @vinayarya]

It has become a usual practice by many of seasoned market participants to bash the sheer quantity of IPOs as one of the main indicators of a bubble in the stock market that may burst at any time. (1/n)

[Vinay Arya @vinayarya]

Pretty looking analysis with insufficient data.

[Neil Borate @ActusDei]

Mutual Fund outperformance does not persist. Even if you look at long term performance. Winners rotate. A portfolio of active funds gets dragged down to the market (index) return over time. Yet too many people try to play this game. Spending hours on fund comparison. Look beyond it to asset classes.

[Vinay Arya @vinayarya]

@b50 It's nothing new, the "advisors" (unregistered obviously) are always recommending investment allocation based on last 12/24 months return which is one of the most naive ways to select an investment. Its momentum based advice disguised as diversification.

[Vinay Arya @vinayarya]

@chandrarsrikant The PMS structure, in existence for more than 25 years now, fills precisely the execution gap.

[Vinay Arya @vinayarya]

@Trendulkar If "stock market is the barometer of economy", then effectively retirement plan will then need to be asked from all participants of the economy.

[Vinay Arya @vinayarya]

@nooreshtech Hasn't this been the case most of the time because of relative illiquidity attached to a smaller mkt cap in bad times?

[Vinay Arya @vinayarya]

@officialepfo @rochennaisouth no response received so far, i have also sent details in DM

[Vinay Arya @vinayarya]

@officialepfo Grievance No. TNCHN/E/2026/04299, UAN:100612326793, Grievance has been disposed off .not able to "mark exit" because member page is not showing any details under "mark exit", while all details are correctly showing up in my passbook. Pls help. Screenshot sent in DM

[Vinay Arya @vinayarya]

@P_Sai_Kiran Benign credit conditions leading to small players able to grow faster, let's see how much of it survives the cycle :)

[Vinay Arya @vinayarya]

@Iamsamirarora nobody knows anything about anything beyond a point, even whether i will get the book or not.

[Vinay Arya @vinayarya]

@milinddeora Indian cities anyway have a powerless mayor, so it's not entirely the fault of the people as well.

[Vinay Arya @vinayarya]

@Sharad9Dubey Just mohabbat

[Vinay Arya @vinayarya]

@WeekendInvestng The rich have a minor position size here, so they can continue this trade. The not so rich have to put all their eggs in this one basket, hence are right in thinking twice about it, if thought of as an investment.

[Vinay Arya @vinayarya]

@SureshKBN Techno electric gives EPS guidance :)

[Vinay Arya @vinayarya]

@abidsensibull In slow moving systems like India, most extreme predictions turn out to be too extreme to occur eventually. :)

[Vinay Arya @vinayarya]

If it's not possible to replicate then it should be compared with the odd penny stock going 100-200x every year.

Remember, if it's not possible to replicate, it's not investing!

[Vinay Arya @vinayarya]

If everyday use could determine the success of an equity investment, HUL stock would double every year.

[Akshat Shrivastava @Akshat_World]

American company products that Indians use everyday:

- Google
- Whatsapp (meta)
- Netflix
- Amazon

Indian company products that Americans use:
- 🫤

But, somehow we think that Indian stock market is superior. It is not: open your eyes and read the writing on the wall.

Make your investment moves accordingly.

Not saying you should not invest in India.

But, not having any sensible exposure to American stocks is not a smart strategy.

[Vinay Arya @vinayarya]

@ishmohit1 But will the RoE reach respectable levels?

[Vinay Arya @vinayarya]

classic wisdom of being circumspect about stocks with direct or indirect political linkage!

[Vinay Arya @vinayarya]

Why is RERA allowing such deception?

[Vishal Bhargava @VishalBhargava5]

If you read the agreement - you will probably never buy a home in India.

[Vinay Arya @vinayarya]

@blitzkreigm Check Dupahiya on prime as well.