Samir Arora (@iamsamirarora) 's Twitter Profile
Samir Arora

@iamsamirarora

ID: 40161156

calendar_today15-05-2009 03:03:32

23,23K Tweet

571,571K Followers

47 Following

Samir Arora (@iamsamirarora) 's Twitter Profile Photo

Actually it is not such a big loss. For govt held and holds a lot of gold so u can, conceptually, consider it as selling small percentage of gold from their own stock (via gold bonds). Price increase of gold means incurring some opportunity loss on these sales but gaining big on

Samir Arora (@iamsamirarora) 's Twitter Profile Photo

100% wrong: Every analysis in financial markets is relative by design. If you are impressed that Mr. A made 20% return p.a. it is because market did not do as well. What if mkt had gone up 25% p.a. then the same record does not look impressive. If you have 50 million dollar

Samir Arora (@iamsamirarora) 's Twitter Profile Photo

Agree with that but u implied all Fund managers do this - If u had said "Some fund Managers" I would not hv been charged up so much.

Samir Arora (@iamsamirarora) 's Twitter Profile Photo

Read ' Engines that moves markets' about history of investing in technology- railroads, Internet, telecom etc. Is a fascinating book. First movers are normally not winners, it is easier to know who loses with new tech rather than figuring out which company will be the winner are

Samir Arora (@iamsamirarora) 's Twitter Profile Photo

Great data. Particularly the last one which shows that small caps don't remain small cap for long ( as many of them fall to micro cap). 250 smallcaps in 2014 - 3 became large, 43 became mid, 93 fell to micro

Ian Cassel (@iancassel) 's Twitter Profile Photo

Buffett has owned hundreds of stocks over his career.  He’s owned some for a few months. He’s owned most for a few years. He’s owned a dozen or so for 10+ years. It takes the best stock pickers in the world a few decades of owning hundreds of stocks to find a handful that are

Samir Arora (@iamsamirarora) 's Twitter Profile Photo

Fun fact: Slightly less than 50 pct of active funds should beat the market every year. Due to mgmt costs, brokerage and STT and tracking error etc., an index fund can never beat the benchmark. If it does, it is doing something wrong.

Samir Arora (@iamsamirarora) 's Twitter Profile Photo

I did not know we are contrarian investors for we own many of these stocks- chalo one more positive feature of our global fund that we are contrarian also.

Samir Arora (@iamsamirarora) 's Twitter Profile Photo

It is not a double standard. These will be different groups within the firm who all operate independently of each other. Disclosure: No holding in Goldman Sachs.

Samir Arora (@iamsamirarora) 's Twitter Profile Photo

He must have missed the move,he is jealous of retailers, he wants to bring down prices so he can load up, he hates India, he is not looking at long term potential OR is it That he has done good analysis and cross country comparison.