G R Balaji @balajispice
Head of Research and Co-Fund Manager @ ithought PMS. All views are personal & not those of my employer. ithought.co.in Chennai, India Joined September 2012-
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Interesting Pic for the day : Valuation / Growth Matrix of various sectors .
One of the most fascinating learning out of Titan study is to discover the astounding rolling returns across time period. The average 10 year rolling return is around 36% CAGR for last 24 year period @ithoughtpms @shyamsek . Do Join us tomorrow for collective learning..
One of the most fascinating learning out of Titan study is to discover the astounding rolling returns across time period. The average 10 year rolling return is around 36% CAGR for last 24 year period @ithoughtpms @shyamsek . Do Join us tomorrow for collective learning.. https://t.co/izV66LqqTB
Interesting Pic for the Day : GST revenue growth of various states on 4 year basis. State level growth has lot more impact for small and midcap companies which are operating in particular zone or state . #growth #opportunity
Empires aren’t born, they're built! Join 'Decoding Empires' by #TRUBLU, exploring industry champions' journeys. Dive into the Indian #Consumerindustry's 'Titan'! Join @balajispice on Sat, 24 Feb at 12 PM IST. Reg link: bit.ly/49D6wUv #Webinar #ithoughtpms
Results Update - NIFTY 50 Total 44 out of 50 NIFTY companies had declared their results as on 9 FEB 2024. Auto and Pharma as a pack did extremely well both at topline and bottom line . . Aggregate Sales Growth : 11% and Aggregate PAT growth : 10%
Shades of Disruption! In this #webinar, we will discuss 1. What makes the #Paintsector so attractive that Grasim is investing huge capital? 2. Is capital enough to breach the moat of #AsianPaints? & much more! Join us on Sat, Feb 10 at 10 AM. Reg Link: bit.ly/3OtdJ1u
#Solitaire At Market Highs: The Way Ahead In this #webinar, we will discuss: 1. Is today the right time to invest? 2. Are we looking at a correction in the markets soon? & much more! Join us on Sat, Dec 09 at 10 AM. Reg link: bit.ly/3GvLOJC #Flexicap #Investment
It's time to take note of where #CorporateIndia stands, at the end of #Q2FY24. Join @balajispice on 25th Nov, 2023 at 10 AM where we focus on Corporate India, the Mega trends it captures, the Numbers it delivers, & the Narration that follows! Reg. link: bit.ly/47GB4Ut
This quarter result is all about significant gross margin expansion and its impact at profit growth. It's time to take note of where Corporate India stands, at the end of Q2 FY 2023-24. Let us find out!
This quarter result is all about significant gross margin expansion and its impact at profit growth. It's time to take note of where Corporate India stands, at the end of Q2 FY 2023-24. Let us find out! https://t.co/JhLjRmbP4O
Shyam Sekhar @shyamsek
103K Followers 708 Following Investor. Portfolio Manager. Personal finance thinker. Nationalist. My channels are https://t.co/bdy0ybvHhZ https://t.co/1m9lpShK7K
Varinder Bansal 🇮�.. @varinder_bansal
408K Followers 2K Following Founder: Omkara Capital. Ex- Fund Manager. Ex-Head Of Research & Corporate Editor, CNBC India. Mission: Building wealth slowly, steadily but surely with Omkara
Jiten Parmar @jitenkparmar
49K Followers 195 Following Value Investor. Co-founder of Aurum Capital, a SEBI-Registered Research Analyst firm. Regularly featured on biz channels and publications. Views are personal.
Kalpen Parekh @KalpenParekh
52K Followers 2K Following Heroes keep bios, not me. Views are mine. Reposts & likes are not endorsements.
Neil Borate @ActusDei
59K Followers 707 Following Deputy Editor at Mint (https://t.co/SlqsYaDTDH) heading the Personal Finance team
Mahesh 🇮🇳 @invest_mutual
44K Followers 456 Following Vedanta & Sanskrit. AMFI-Registered Mutual Fund Distributor. Guiding investors in Asset Allocation. Mentor and Guide. [email protected]
Ashwini Damani @ashwinidamani
25K Followers 279 Following CA, CFA. Full time Investor. Tweets are personal and don't represent view of employer. Not a Registered Investment Adviser.
Prince | Accidental I.. @AI_Feb21
26K Followers 364 Following Proud & Long India 🇮🇳 | Student of Market | RT ≠ endorsement |🎙️Podcast Host | #AI | YouTube Link 👇
Eternal fool 🤡 @passivefool
35K Followers 2K Following An almost passive parasite. Rajinikanth, Kingfisher, & masala peanuts. I'm in ❤️ with a low-cost broadmarket index fund: https://t.co/HX9ZEUUJbv.
DaphneCurme @H268A1N1hhiMpCi
3 Followers 386 Following
D_hunter @e_r_o_s11
19 Followers 304 Following patience & timing ☆☆ Following the herd is fine until they all run off the side of a cliff together. -Glenn Beck ☆☆
Prakash Thokala @PrakashThokala
56 Followers 263 Following
Ravi Kant Chaturvedi .. @chaturavi
411 Followers 4K Following Full time technology enthusiast, love Databases and everything that goes with it. Passionate about DB performance and Equities. Ex Cadila, SEBI, Dell
Ram Prasad @ramprasadr1984
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Raja Sreedhar Babu @RajaSreedhar
36 Followers 400 Following
lone ranger @loneranger90j
267 Followers 2K Following ਮਿੱਟੀ ਦਾ ਜਾਇਆ, धरती पुत्र, Son of the soil. pehla dharm kisani❤️
CA Chaitanya Agrawal @CAChaitanyaAgr
31 Followers 127 Following CA • Technofunda Analyst • NSE certified research analyst • Tweets are for education purpose only • Not a Sebi registered advisor.
Happy Jain @HappyJa42182062
51 Followers 701 Following | Work in progress | Curious about markets and world
jayaprakash @Polka35352
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krishnakumar @krishna281067
1 Followers 71 Following
Shreyas S S @ssshreyas91
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stock Eco Report @stockEcoReports
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Arthik Capital @ArthikCapital
53 Followers 713 Following Kolkata’s Leading Investment Services Company
Blackdragon @Blackdr34473974
37 Followers 335 Following
chahat awasthi @chahatawasthi17
619 Followers 1K Following Multimedia Journalist. words in @thecaravanmagazine @planet_twi, @cyclist, @lokmarg Have a story? email me at [email protected]. Trained @cardiffuni
Shan @SMujat
142 Followers 242 Following
Amrut @amrutp
265 Followers 3K Following
Srishti Grover @SrishtiGro5
2 Followers 41 Following
InvestBooks 📚🚀 @InvestBooks
34K Followers 2K Following Books | Quotes | Philosophy | Investing | MF/ETFS | Book Deals | Credit Cards | Amazon Affiliate earns on Qualifying Purchases
Rham Saravanan @rhamsaravanan
0 Followers 16 Following
we-tek @narayan84854927
191 Followers 5K Following A Researcher in health,human resources, industrial relations,fintech,character building and mind mastering.Views are personal,re-tweets are not endorsements.
Prashant Khanchandani @PrashantKhanch1
3 Followers 125 Following
Neel Chhabra @NeelChhabra
3K Followers 4K Following Investor | On a quest to understand how the world works.
Jaydip @jaydip_patel84
49 Followers 437 Following Stock Market Enthusiastic Since 1999...Stock Picker, Value Investor, Engineer...Believe in Fundamental Analysis...
Chandu @pchandu123
44 Followers 117 Following
Shashank Sai @knickermcbrain
0 Followers 56 Following Any fool can know. The point is to understand.
Vaidyanathan Subraman.. @Sridhar_1969
4 Followers 97 Following
SANKAR M @SANKARM99291686
1 Followers 134 Following
Prem Sharma @amrahsmerp
18 Followers 170 Following
Dhruv Bajaj @dhruvbajaj184
6K Followers 1K Following 21|CA finalist |Equity research Analyst- @SmartSyncServ
Manan Ranjan @MananRanjan2
46 Followers 2K Following
Pavan Mahtani @pavan7575
434 Followers 5K Following juggling between job and Entreprenuership...both completely different fields but the goal is one...
Robin Sarkar @risingspirit21
59 Followers 279 Following
bhuvan aggarwal @HelloBhuvan
117 Followers 531 Following A Software Developer trying to find Achche Din #Error #404 #NotFound
Om Prakash @omprakashjeyam
3 Followers 19 Following
D.Muthukrishnan @dmuthuk
528K Followers 89 Following Certified Financial Planner (CFP). Amateur investor. Not here to sell or advertise or promote anything. Views are personal and are not recommendations.
Shyam Sekhar @shyamsek
103K Followers 708 Following Investor. Portfolio Manager. Personal finance thinker. Nationalist. My channels are https://t.co/bdy0ybvHhZ https://t.co/1m9lpShK7K
Vijay Kedia @VijayKedia1
738K Followers 344 Following Investor | Key note speaker at IIM Ahmedabad, IIM Amritsar, IIM Bangalore, MDI Murshidabad, IIT Bombay, London Business School | TEDx speaker.
Vishal Khandelwal @safalniveshak
200K Followers 138 Following I teach people how to behave better as stock market investors. Work: https://t.co/m0Anxkh4Az Book: https://t.co/zoaMCD1HbF
Jiten Parmar @jitenkparmar
49K Followers 195 Following Value Investor. Co-founder of Aurum Capital, a SEBI-Registered Research Analyst firm. Regularly featured on biz channels and publications. Views are personal.
Porinju Veliyath @porinju
1.3M Followers 419 Following Founder & CEO | Equity Intelligence India Ltd, SEBI Regd Portfolio Manager. Patriot, Organic Farmer and Value Investor
Deepak Kapur @tapak7
19K Followers 1K Following Shiva🙏 Used 2 teach Biz Valuation.📚:bio/nutrition/biz/tech/mrkts/brain science 💙Surf🏄er. Yoga. Eat LCHF. Living with IBD. BITS Pilani. IIM I. IG: tapak7777
Morgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel Group
Ian Cassel @iancassel
255K Followers 606 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
Motilal Oswal @MrMotilalOswal
267K Followers 86 Following Co- Founder,Motilal Oswal group,Hungry for knowledge. Proud of our values.Trying to spread positivity,happiness and knowledge. Born in Padru, Barmer, Rajasthan
Mahesh 🇮🇳 @invest_mutual
44K Followers 456 Following Vedanta & Sanskrit. AMFI-Registered Mutual Fund Distributor. Guiding investors in Asset Allocation. Mentor and Guide. [email protected]
Viraj Mehta @virajmehta16
17K Followers 576 Following Entrepreneur. B+ve in case you need blood. Can talk equities till cows come home. Father of an amazing daughter.
Nooresh Merani @nooreshtech
89K Followers 706 Following Technical Analyst/Blogger/Educator. Blogging on Technical Analysis for 17 yrs. Vested interests in stocks -SEBI RA. Whatsapp 7977801488 for queries & updates
Ashwini Damani @ashwinidamani
25K Followers 279 Following CA, CFA. Full time Investor. Tweets are personal and don't represent view of employer. Not a Registered Investment Adviser.
Prince | Accidental I.. @AI_Feb21
26K Followers 364 Following Proud & Long India 🇮🇳 | Student of Market | RT ≠ endorsement |🎙️Podcast Host | #AI | YouTube Link 👇
Jitendra Chawla, CFA @jaycee77
9K Followers 886 Following Investor, banker, student of mkts. Views/opinions are my own and not of my employer. #todaysgoodtalk
GREATER CHENNAI POLIC.. @chennaipolice_
159K Followers 386 Following Official Twitter Page of #GreaterChennaiPolice. #INPUBLICSERVICE Follow us & get updates. Share your grievances, suggestions & input. Call 100 for emergency.
Venture Catalysts++ @vcatsindia
4K Followers 943 Following India's 1st Multi-Stage VC Empowering Entrepreneurship with an Integrated Ecosystem for Startup Development.
BATA India @BATA_India
16K Followers 249 Following New Arrivals, New You Discover 500+ Styles Shop now!👇🏻 https://t.co/HZnYerQugY
IFCM MicroCap @IntelligentCM
8K Followers 5 Following All great companies started as small companies. CIO @iancassel. https://t.co/CL86Hwf2go
Nav @BhaiyaNav
3K Followers 414 Following Investor. Observational stock trader. Food and cricket fan. just started up.
KRISHNAKUMAR S @skrishnakumar66
1K Followers 450 Following Ex CIO - Equity, Sundaram Asset Management Company Limited Tweets in personal capacity.
Karen Braun @kannbwx
78K Followers 147 Following Global Agriculture Columnist at Thomson Reuters. Meteorologist by training, gymnast for life. Views expressed are my own.
Sanjay Kumar Elangova.. @sanjaylangval
12K Followers 323 Following Equity Research Analyst @ithoughtpms
Hidden Monopolies @SwitchCost
8K Followers 194 Following Equity PM 28 yrs experience | Fmr Head of Equities | Knowledge is the Compound Interest of Curiosity | Writing a Book "Hidden Monopolies" | Life Long Learning
Quartr @Quartr_App
80K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Needl.ai @NeedlAi
1K Followers 9 Following Search, discover, and share noise-free information in one place
Autocar Professional @autocarpro
62K Followers 266 Following Autocar Professional is India's leading automotive B2B title, in print and online.
Nagesh Basavanhalli @nagesh_a_b
2K Followers 85 Following Non Executive Vice Chairman - Interests in #Mobility & #Cleantech. Passionate about developing Strategic and #Sustainable solutions that transcend borders.
Manish Gupta @MGSolidarity
4K Followers 248 Following Founder and CIO of Solidarity Investment Managers
Invest India @investindia
256K Followers 495 Following The National Investment Promotion and Facilitation Agency of the Government of India. We are the first point of reference for the global investment community.
TN Updates @updates_tn
22K Followers 82 Following Tamil Nadu Industry, Investments, Infra & Business Updates. #TNProjectUpdate
GeM @GeM_India
112K Followers 435 Following Government e Marketplace (GeM) is the National Public Procurement Portal for procurement of goods and services for Central and State Government Organisations.
Tamil Nadu Infra @TamilNaduInfra
27K Followers 132 Following Updates on Infrastructure & Industrial Development in Tamil Nadu
Nikhil Kumar @nikhilkumarks
10K Followers 4 Following Building bridges at @Setu_API. Past: @India_Stack @exotel @intuit @tallysolutions | Platforms, Partnerships & Products | 🕺
Akhilesh Tilotia @atilotia
1K Followers 157 Following Public Policy, Strategy, Author. Views are personal
Punit @punitbansal14
31K Followers 98 Following Pharmacologist | Drug Discovery | Biosimilars | Disease Management | Mountaineer & Avid Traveler (50+ countries) Tweets are for educational purpose only
Clark Square Capital @ClarkSquareCap
22K Followers 2K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsNEd
Colossus @joincolossus
22K Followers 82 Following We are creating & curating the world's best information on business and investing, delivered through definitive conversations. Join us - https://t.co/eDO50pL3wl
In Practise @_inpractise
21K Followers 615 Following Primary Research for long-term fundamental investors.
Post M. @Post_Market
96K Followers 3K Following
Robert Hagstrom @RobertGHagstrom
2K Followers 173 Following Chief Investment Officer, Senior Portfolio Manager at EquityCompass. Author of The Warren Buffett Way & Investing: The Last Liberal Art
ITHOUGHTWEALTH @ithoughtwealth
2K Followers 8 Following An exclusive platform for analysing business, economics, trade, investing, branding and entrepreneurship.
ithoughtpms @ithoughtpms
2K Followers 10 Following Research & performance-driven investment approach coupled with innovative products. https://t.co/m8kWwMFNy3
Kiran Mazumdar-Shaw @kiranshaw
1.6M Followers 699 Following Executive Chairperson of Biocon Limited - Asia’s leading Biopharmaceuticals enterprise. A global influencer and proud recipient of Padma Shri & Padma Bhushan.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
James Clear @JamesClear
992K Followers 0 Following Author of the #1 NYT bestseller Atomic Habits (https://t.co/aWrO9DWkH5). I write about building good habits. Over 3 million people read my 3-2-1 newsletter.
ArunaGiri @giri_arun
761 Followers 276 Following Investment Professional practicing value investing and runs a Value Fund at TrustLine Holdings Pvt. Ltd. as its Chief Investment Officer and as CEO.
Parvatha Vardhini C @vardhiniritesh
2K Followers 204 Following I head @BlPortfolio, your Sunday destination for all things investments and PF from @businessline. Write on markets, stocks and financial products of all forms
Savi Jain @savijain
11K Followers 367 Following Fund Manager@2Point2 Capital PMS, Ex- Private Equity, IIT KGP Alumni, CFA
MastersInvest.com @mastersinvest
23K Followers 1K Following PM - Adjunct Prof - 'ancora imparo' - NOT Advice - Fight Dogma. Study Buffett, Li Lu, Munger, Singer, Klarman, Sleep, Akre et al here: https://t.co/zrxj4AE5Q4
Dividend Growth Inves.. @DividendGrowth
204K Followers 294 Following Dividend Growth Investor Long term buy and hold investor focusing on Dividend Growth Stocks
Intelligent Fanatics @IntelligentFan
10K Followers 31 Following Intelligent Fanatics are the world’s greatest business builders. We love to study and learn from them.
Ensemble Capital @IntrinsicInv
37K Followers 537 Following Focused, fundamental-driven portfolios for private & institutional clients. Blog: https://t.co/tCIo9wiEhO. Disclosures: https://t.co/fjmCVI7XoT
Fred Liu @HaydenCapital
35K Followers 773 Following Global investor | Lifelong Learner | Understanding The World One Datapoint At A Time. Not investment advice.
Visual Capitalist @VisualCap
314K Followers 3K Following Data-driven visual content focused on global trends, investing, technology, and the economy.@ToddWenning To what extent do companies truly have one culture? My guess is that companies have cultures within each line of business and less so on a company-level. The culture of Starbuck's IT people tend to have more in common with IT people at another company than its baristas.
hustle like the koreans to find the next multibagger. that's how we'll become a developed country.
Empires aren’t born, they're built! Join 'Decoding Empires' by #TRUBLU, exploring industry champions' journeys. Dive into the Indian #Consumerindustry's 'Titan'! Join @balajispice on Sat, 24 Feb at 12 PM IST. Reg link: bit.ly/49D6wUv #Webinar #ithoughtpms
@dmuthuk Dear Sir, I have been a keen observer of your investment strategy for quite some time now. Given that your portfolio has predominantly consisted of only four stocks during the recent bullish market phase, and considering their underperformance relative to other popular investment…
Shades of Disruption! In this #webinar, we will discuss 1. What makes the #Paintsector so attractive that Grasim is investing huge capital? 2. Is capital enough to breach the moat of #AsianPaints? & much more! Join us on Sat, Feb 10 at 10 AM. Reg Link: bit.ly/3OtdJ1u
Rare privilege I went for a Doctor appointment yesterday. It is a clinic with lab and medical shop attached. The lab is run by a popular diagnostic chain. I'm interested in money. You may say so is everyone. What I mean is that the subject money always fascinates me. In the…
It's time to take note of where #CorporateIndia stands, at the end of #Q2FY24. Join us on 25th Nov, 2023 at 10 AM IST where we focus on Corporate India, the Mega trends it captures, the Numbers it delivers, and the Narration that follows! Reg. link = bit.ly/47GB4Ut
It was my pleasure to write an article after a long time on #investor behaviour & expectations in raising markets, how to set a right expectations and common mistake by #DIY investors in bull markets @NaanayamVikatan #investing #personalfinance
My interview today in Economic Times where I have talked about 1) Short-term headwinds for the equity markets 2) Sectors where there are pockets on value in this market 3)why we avoid IPOs m.economictimes.com/markets/expert…
#SmartTalk: Banking, cement, infra, paper, sugar, power and chemicals are some of the sectors where we still see reasonable valuations in some pockets, Jiten Parmar (@jitenkparmar), Co-Founder, of Aurum Capital tells @kshanand economictimes.indiatimes.com/markets/expert…
Register to attend this event. Spend a Saturday morning every month to regularly partake in #InvestmentSaturday events of HCC. @VivekKarwa @nagapps @nagappanv
Happy to share - I will be speaking on very interesting topic in the investment field - The Impact of "Power law Equation " . How few decision in PF makes the actual large outsized outcome which we celebrate as success and tools required with global and domestic examples .
In investing or otherwise, everyone makes mistakes, except …
We know we are on the right path when we - ✅ Make our Clients Happy ✅ Curate Resilient Portfolios ✅ Build Relationships for the Long-term Here is what our client, Mr Lakshminarayanan Mahadevan, has to say! #ithoughtpms #4YearsofSolitaire
By the time everyone calls it a great business the exceptional returns are usually in the rearview. The time to buy is when it is misunderstood, undiscovered and under-appreciated.
linkedin.com/posts/ithought… Our @ithoughtpms research team collates these charts every week as part of our research. These are interesting data points that trigger ideas, make you look deeper and give you a sense of trends. Follow our LinkedIn page to get a peek into how we work.
Completed 4 years of #SolitairePMS. A product getting such investor acceptance in a short time horizon has never been easy. In that sense, we are fortunate. God has been very kind. @ithoughtpms
@shyamsek @ithoughtpms Congratulations Shyam bhai & iThought team 👏🏻👏🏻 Wishing many more successful years ahead..! @rohitkrishnan @balajispice @rajatsetiya
Be alone. Buy alone. Bet alone. Never yearn to be part of a crowd. Investing is best done by yourself.
Just struck me how happy I was owning a TVS Champ when peers were riding really exciting 100 cc bikes. Then, I stuck to a Splendour in 2 versions (one got stolen) for nearly 8 years. I waited 10 years to buy a second hand van. Delaying consumption has been a constant in my life.
@rohitkrishnan @athreya7777 @ithoughtpms This is great work. Loved it. Just bought the Steven Kent books which I had not come across. I've read a few - Blood, Sweat & Pixels by Schreier and "One Up" by Joost Van Dreunan. "Masters of Doom" chronicles the creation of the iconic FPS genre and early days of id software
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