Devina Mehra(@devinamehra) 's Twitter Profileg
Devina Mehra

@devinamehra

Founder. CMD. First Global. Cutting edge PMS & Global funds/portfolios using Human+ Machine System. Gold Medalist IIMA,Lucknow Univ
https://t.co/qqP6fvmmPs

ID:778853102581587969

linkhttp://firstglobalsec.com calendar_today22-09-2016 07:07:04

12,5K Tweets

28,2K Followers

45 Following

Devina Mehra(@devinamehra) 's Twitter Profile Photo

In case you missed it on TV

Long,juicy interview with some smart questions from Niraj Shah

All about Indian & Global economy, markets, rates,sectors...but much else besides

Don't miss the last question

Need some hand-holding? Click: tinyurl.com/22w6zn7w

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Aviation, like Investing, transformed from a Winner's to a Loser's Game

Being a pilot needed adventure & daring in JRD Tata's time- a classic Winner's Game
Now it's a Loser's Game. Only way to fly today: Make no mistakes

In investing too, you win if you don't lose

Avoid the…

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On KL Saigal's birth anniversary sharing
Babul Mora Naihar chooto jaye
written by Nawab Wajid Ali Shah, the last king of Awadh

youtu.be/ouheLTzfeBc?fe…

3 layers of meaning

First is obviously the bride leaving her maika

Then there is a reference to the Nawab's own exile by…

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We have always been of the view that $Fed rate cuts will happen later rather than sooner, as bringing down inflation is a multi-year task.

The latest US data only reinforces that.

Here are the details

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A reminder that many women need...who give themselves up to an extent where they even forget what THEY themselves really like.

Look around your families and you will find many like that.

Unfortunately it is a thankless task.

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Rebranding matters😎

Bulk drugs ke naam per Jo dhakke khata tha API (Active Pharmaceutical Ingredient) ban kar glamorous ho gaya!

You could buy things on installments even 100 years ago but BNPL (Buy Now Pay later) sounds so much better and a few clueless youngsters even say…

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Nitin Sharma(@nits_70) 's Twitter Profile Photo

Devina Mehra Economic Times Straightforward and always forthcoming. You hit the mark with your article, which serves as a mirror for those involved in the stock market. An essential read. I've kept it safe. 👍👍

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Wrote this ~2.5 years ago
Now you see it in action in Electric Vehicles.

In 2021 the 6 Tesla wannabes* had a market cap of $400 billion - now down to 65 billion

itself trades at less than half its peak valuation of $1.2 trillion ($550 bn now) livemint.com/industry/think……

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Devina Mehra(@devinamehra) 's Twitter Profile Photo

If you want to be successful in investing, you should follow investors who have done well?
Appear simple?

Actually it is full of fallacies incl whether Warren Buffett & Ray Dalio are successful in the first place

My piece in Economic Times

economictimes.indiatimes.com/markets/stocks…

Some…

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Saw this and was reminded of all the random health advice on social media.

Random advice can be injurious to your health...and/ or wealth!

Aside: Mark Twain, Oscar Wilde and George Bernard Shaw were my 3 favorites for 'quotable quotes' during school and college

Saw this and was reminded of all the random health advice on social media. Random advice can be injurious to your health...and/ or wealth! Aside: Mark Twain, Oscar Wilde and George Bernard Shaw were my 3 favorites for 'quotable quotes' during school and college
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Devina Mehra(@devinamehra) 's Twitter Profile Photo

These are my views in 2022 & 2023, esp on my personal investment philosophy

You can check what changed + what remained the same.

Yes, I did say last year that I didn't expect the Fed to cut rates in a hurry, inspite of market consensus to the contrary

Await the 2024 edition!

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Devina Mehra(@devinamehra) 's Twitter Profile Photo

Wrote this ~2.5 years ago
Now you see it in action in Electric Vehicles.

In 2021 the 6 Tesla wannabes* had a market cap of $400 billion - now down to 65 billion

itself trades at less than half its peak valuation of $1.2 trillion ($550 bn now) livemint.com/industry/think……

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Devina Mehra(@devinamehra) 's Twitter Profile Photo

As is said 'You can never go home again'

The place is not the same
The people are not the same
And most of all, YOU are not the same

But the yearning remains....

बीते हुए कल की न जाने
कितनी चीज़ें हैं जिन्हें
हम पाना चाहते हैं उसी रूप में
बार-बार
नहीं तो सिर्फ़ एक बार और।…

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