kr.senthilnathan (@krsenthilnathan) 's Twitter Profile
kr.senthilnathan

@krsenthilnathan

Director & AVP - Investments @ NAFA AMC P Ltd
Interested in Equities/Analysis/ Views are personal/No Recos

ID: 1356006596

calendar_today16-04-2013 04:11:20

73 Tweet

581 Followers

196 Following

kr.senthilnathan (@krsenthilnathan) 's Twitter Profile Photo

Only three companies have shown QoQ and YoY operating margin expansion in largecap space so far (Excluding Banks, NBFCs) in 3QFY2023 1. Asian Paints 2. Maruti 3. Reliance

kr.senthilnathan (@krsenthilnathan) 's Twitter Profile Photo

Five companies in the midcap space have shown margin expanision (QoQ and YoY) in 3QFY2023 so far 1. CG Power 2. Polycab 3. Persistent 4. Syngene 5. Hatsun

kr.senthilnathan (@krsenthilnathan) 's Twitter Profile Photo

Four companies in the smallcap space have shown margin expansion (QoQ and YoY) in 3QFY2023 so far 1. KEI 2. Route Mobile 3. Just Dial 4. DCX Systems

Anand Mohan (@anandmohan1977) 's Twitter Profile Photo

So much for ease of doing business... Both, Central and State Government not paying dues to entity even after Supreme Court has given its final verdict on arbitration 1.5 years ago. Joke that Opposition calls this is a government for Ambani-Adani. 🧐🤔 business-standard.com/article/curren…

Balaji Vaidyanath ⚡️ (@nbalajiv) 's Twitter Profile Photo

If you run a SME or MSME business and are at cross roads about whether to invest incremental capital into the business or outside of business, then this video is for you. Alternatively, if you are some one who’s made decent returns in the market over the last 3 years and are

Balaji Vaidyanath ⚡️ (@nbalajiv) 's Twitter Profile Photo

Thangamayil: A company with significant presence in Tier II and Tier III cities of Tamilnadu reports a 48% volume growth in diamonds. Are we beginning to see change in taste and preference amongst rural India from gold to Diamond? Will be interesting to track.

Thangamayil: A company with significant presence in Tier II and Tier III cities of Tamilnadu reports a 48% volume growth in diamonds.  Are we beginning to see change in taste and preference amongst rural India from gold to Diamond? Will be interesting to track.
Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

#MarketsWithMC | In a conversation with Moneycontrol, Balaji Vaidyanath, director and CEO of NAFA Asset Managers, spoke about his strategy, observations, learnings and how his investment philosophy has evolved over time. Here's what he said 👇 moneycontrol.com/news/business/… Santosh Nair

#MarketsWithMC | In a conversation with Moneycontrol, Balaji Vaidyanath, director and CEO of NAFA Asset Managers, spoke about his strategy, observations, learnings and how his investment philosophy has evolved over time.

Here's what he said 👇
moneycontrol.com/news/business/…

<a href="/sant0nair/">Santosh Nair</a>
Kiran D (@kirandhanwada) 's Twitter Profile Photo

Some of the realizations in 2024: 1) Long arc of time - "you have more time than you think" is generally true across areas - research, politics, career, investing etc. etc. Just need to keep at it without going out/blowing up. Said "generally" because well..."sudden death".

Investing Accelerator Summit 🚀 (@ias_summit) 's Twitter Profile Photo

🎯 The Virtual 20-20 Investing Accelerator Summit returns! Twenty expert investors. Twenty business deep-dives. Pure insights, zero fluff. Dec 22nd, 2024 🎁Early Bird Offer: Use code IAS2024 (valid till Dec 18th only!) Register NOW at tinyurl.com/IAS22DEC #20_20Summit

🎯 The Virtual 20-20 Investing Accelerator Summit returns!

Twenty expert investors. Twenty business deep-dives. Pure insights, zero fluff.

Dec 22nd, 2024

🎁Early Bird Offer: Use code IAS2024 (valid till Dec 18th only!)

Register NOW at tinyurl.com/IAS22DEC

#20_20Summit
Balaji Vaidyanath ⚡️ (@nbalajiv) 's Twitter Profile Photo

While US markets fell 4-5%, a certain sector with heavy reliance on international supply chains fell 3-4x of the market. Ralph Lauren: (-15%) Tommy Hilfiger: (-16%) Guess: (-12%) GAP: (-20%)

Balaji Vaidyanath ⚡️ (@nbalajiv) 's Twitter Profile Photo

It's a fresh start to yet another earnings' season. From BlackRock to Abbott, top global corporations are making India central to their growth strategies — driven by a booming economy, rising middle class, and expanding manufacturing capabilities. Whether it’s healthcare, wealth

It's a fresh start to yet another earnings' season. From BlackRock to Abbott, top global corporations are making India central to their growth strategies — driven by a booming economy, rising middle class, and expanding manufacturing capabilities.

Whether it’s healthcare, wealth
Balaji Vaidyanath ⚡️ (@nbalajiv) 's Twitter Profile Photo

Why PMS Isn’t the Villain Mutual Fund Loyalists Claim It Is There have been numerous articles proclaiming Mutual Funds (MF) to be the superior investment vehicle over Portfolio Management Services (PMS). But these arguments rarely address certain key gaps that PMS providers see

Balaji Vaidyanath ⚡️ (@nbalajiv) 's Twitter Profile Photo

Absolutely thrilled to see close friends and the passionate team behind Shree Anandhaas Sweets & Snacks mark a phenomenal milestone — a successful fundraise from one of the most respected names in private equity (A91). From quietly building a trusted brand in Coimbatore to now