Quite a lot of interesting tweets and links have been shared by smart people in the last month.
@KhivrajNaresh presenting on 'Current Business Trends & Investment Opportunities' at TIA Bullet Proof Investing: https://t.co/mGmRtaZ8mr
— Jatin Khemani, CFA (@jatin_khemani) March 14, 2017
https://t.co/dlaiX6X15r - a presentation I made in TIAA. All brickbats welcome !
— varadharajan (@varadhar1) March 14, 2017
Asking investors to dance very close to the door: Jefferies
— Kush Katakia (@kushkatakia) March 14, 2017
Three things which EAT the #maximum #brain time & #media time in #india. #movies #cricket #politics. Seems the preference order is changing.
— Nooresh Merani (@nooreshtech) March 11, 2017
2 extreme style of Investors-
Some ll not tell any1 what they are holding.
Some ll tell the whole world just after their buying is over.— Jatin Kalra (@J_Kalra) March 10, 2017
NIFTY $ZIN_F poised for new record high levels in its trend to 10,287, eventually 12,000 pic.twitter.com/LTMgLCTWUa
— Peter Brandt (@PeterLBrandt) March 10, 2017
— Brian Watt (@RealBrianWatt) March 9, 2017
Today's good read:https://t.co/cUAtcyS8AK
Would also reco reading stuff by @nooreshtech on index constitution and frequent changes.— Neeraj Marathe (@NeerajMarathe) March 9, 2017
#IPO Holding Period of Individual Investors as per #CDSL.. 65% sell it in less than 3 days only 8% hold for 1 yr +. Data of 2013-2014 pic.twitter.com/Ri3DuDzkcN
— Nooresh Merani (@nooreshtech) March 9, 2017
#RetailinMFs - This is one amazing graph. What a Curve !! pic.twitter.com/MzQPuGCfXg
— Nooresh Merani (@nooreshtech) March 9, 2017
Speculating on what the market will be, on the speculation of what the UP election results will be, is speculation squared!
— Neeraj Marathe (@NeerajMarathe) March 9, 2017
CoalIndia - 15.28x - Demand of 2,32,240 cr
Rpower - 69x - Demand- 7,97,847 cr
DLF - 2.47x - Demand - 22691 cr https://t.co/Wh4qObDbGx— Ankit Chaudhary (@entrepreneur987) March 8, 2017
PE rerating=larger component of luck.
EPS growth=larger component of your skill.
We need both luck & skill to earn good returns.
— Neeraj Marathe (@NeerajMarathe) March 8, 2017
These are times when typically we will mistake luck for skill.Be very cognizant & self-aware.See if business performed,not just stock price.
— Neeraj Marathe (@NeerajMarathe) March 8, 2017
Mr puri is confused between hardworking middle class with home loans & super rich like himself with 500cr in stock options ! @narendramodi pic.twitter.com/ON6QoZ6NtC
— Sucheta Dalal (@suchetadalal) March 8, 2017
Must read. What is the consensus and what is the reality?? pic.twitter.com/jZLl1AqD7X
— Sucheta Dalal (@suchetadalal) March 6, 2017
Interesting image from a friend - Thank God it's #Friday - enjoy the weekend pic.twitter.com/oapfUFCRVp
— Nooresh Merani (@nooreshtech) March 3, 2017
Jio is doing:
100crore GB/month
or, 5x rest of industry
and, more than US (71cr), China (63cr)100crore GB/month - WOW pic.twitter.com/byWuxet6ID
— Anupam Gupta (@b50) March 3, 2017
#BSESmallcap is still below the highs of 2008 🙂 Guess thats not a good headline in a #BullMarket of microcaps - https://t.co/NJp7QVjxwX pic.twitter.com/iYth2E7S0L
— Nooresh Merani (@nooreshtech) March 1, 2017
Todays Post Double in 3 years and 10x in 10 years– Every Investor Wants? Is it going to be… https://t.co/HBAoAPMmJt
— Nooresh Merani (@nooreshtech) February 25, 2017
Since I expect that Buffett will talk about how index funds r great in his new letter, I wanted to start this debate pic.twitter.com/yjXRDNSxC1
— Samir Arora (@Iamsamirarora) February 25, 2017
My personal view - One major reason for success #Jio is getting or will get is - India possibly has the highest no of Dual Sim Phones !!
— Nooresh Merani (@nooreshtech) February 21, 2017
