SIPs looked like great investing tool in the past. They may not be so in the future. Are SIPs losing their charm? Anurag Singh with a detailed analysis.
#SIP #investment
bit.ly/3K4swgg

LONG POST: ET Article:
Why SIPs are unlikely to make you rich?

Systematic Investment Plans (SIPs) came into existence to beat the market volatility and timing disasters. The experience, however, is that they are creating the same old issues of poor timing and crowding out based

SIPs looked like great #investing tool in the past. They may not be so in the future. Are SIPs losing their charm? Anurag Singh with a detailed analysis.
#SIP #investment
bit.ly/3K4swgg

At these prices, #Zomato will be worth $ 25 BN (GMV $ 5 BN)

$DASH with $ 80 BN GMV is worth $47 BN.

#DASH EBIDTA = #Zomato Revenue

We ask - Why are FIIs selling?

The “great wealth transfer” from retail to FIIs / Pvt Equity is happening here & now. Enjoy while it lasts.

Investing is hard 🤔

#DoorDash Results (TTM)

GOV $ 70 BN (QoQ 21%)
Revenue $ 9 BN
Adj EBIDTA $1.3 BN
Mkt Cap - $52 BN
$DASH down 15%

Meanwhile #Zomato in India

GOV - $ 5 BN (QoQ 27%)
Revenue - $ 1.4 BN
Adj EBIDTA 0.0003 BN
It’s profitable. Yeah!
Mkt Cap - $ 21 BN 😱

A master class on how NOT to answer live interviews after a bad quarter.

#Starbucks CEO speaks more like a consultant (ex MxKinsey) than a hands on CEO. Keeps repeating “deliver value”.

Co misled investors on guidance

Jim Cramer shows how interviewing on #CNBC should be 👏

Time for another 'I told you so'.
Posted only when I'm right 🙂

My Dec 7th - 2023 OpEd for Economic Times where I argued 3 reasons why inflation will be sticky & Fed would need to be very cautious in dropping rates. Higher for longer is here.

RBI list for “Serious deficiencies and non compliance” at #kotakbank includes almost everything under tech at a bank.

I find it hard to believe that all PSU banks are doing this just right but Kotak bank can’t.

I DON’T BELIEVE IT.

#UdayKotak in 2023
“We’re dramatically changing the DNA of the bank, we have to move tech first, record number of engineers working in the bank….you need to start with simple emotion - Paranoia. We can’t be comfortable of the regulatory moat as something that will protect us”

#Tesla Results:
Tesla price peaked out in 2021 at $1.2 TN mkt cap when quarterly sales were ~50% below vs today.
Now with $22 BN sales/qtr, stock is down ~50% from peak.
Storytelling drives new age stocks.
When profits flow, stocks correct.
#Nykaa #Zomato #Paytm #PBfintech

How are US markets looking in view of “higher for longer” Fed stance?

Are FIIs ready to change stance for Indian markets at this point?

My discussion with Alex Mathew for #NDTVProfit

#HDFCBank Results:
When the headlines deceive you with '37% profits growth & 108% loan growth', what do you do?

Dig out pre & post merger numbers.

EPS Q4'2023 : 21.6 (pre merger)
EPS Q4'2024: 21.7 (post merger)

20% growth - History
Flat profits - Mystery !
Headlines - 😮

वर्ल्ड ऑर्डर गड़बड़ा गया है और दुनिया मल्टीपोलर बन गई है-अनुराग सिंह, मैनेजिंग पार्टनर, Ansid Capital

#AwaazAdda Neeraj Bajpai Anurag Singh #Sensex #Nifty #Nifty Bank #Infosys #IranIsraelConflict #US

Threat to IT services giants is serious. For years they thrived on manpower revenues.
Today, the AI output surpasses the quality of output by average white collar employee.
I was amazed by the quality of analysis by AI on a case study.

My thoughts on CNBC-AWAAZ Neeraj Bajpai