Threads
The golden era of Indian stock markets - Behind or Ahead of us? My piece for @EconomicTimes analysing Indian markets since inception in 1979. https://t.co/q2oZFTW58A https:/...
#Blinkit & #Zomato – Long thread: 1/n Blurred to Opaque to Muddy How to leverage a listed company to recover losses from failed ventures/adventures? Danny DeVito famously said...
LIC IPO - Long Thread: This could be the most hated thread of mine, coz who can argue with LIC fan base? But if your money is not going the right way, I’ll raise questions like I...
#PayTmIPO – Long Thread: There is a new game in town. The rules are “well laid out” by VCs – Report just 3 yr financials, blame flat sales since 2019 on covid, pick consultants to...
#PolicybazaarIPO Long thread: There is monetary printing by RBI, there is lending by banks & finally there is the Indian IPO. “Foreign owned” company with ~1 Bn investment is selli...
However, despite all this, Zomato’s valuation grows from $ 3 BN to 8.6 BN in 18 mths. Now that’s an innovation at Zomato that I’m not willing to pay for. I’m sure they’ll find many...
1)#ZomatoIPO : LONG THREAD: Once in a decade opportunity…. for some? Is the IPO the golden opportunity for investors, as claimed by many? How much appreciation can one expect? A m...
Long Thread on Farmers protests & Agri reforms: What is the protest all about? Who gets impacted & how? Why are protests concentrated in Punjab & Haryana? Are these really farmers...
This is an effort to understand publicly available medical data on COVID-19 , evaluate the proposed responses & raise few questions that must be answered if we are to come out stro...
SBI Cards IPO: long thread on valuation disasters in Indian markets & how these rip off the retail investors: Basic stats first: 13 crore shares offered out of total of 93 crore s...
Why do people buy #LIC policy when returns are so bad? Long thread: As LIC goes towards divestment, let’s see what makes it policies click. It could save you a fortune, if you get...
Long thread on Indian Budget 2020-21. Let’s be cynical for a change & question the rationale of initiatives. Because I can’t understand some things the way they are. I’m sure howev...