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Our AIF completed 5 years yesterday
5 years back we were the biggest investors in the fund & contributed more than 50% of the initial corpus (talk about skin in the game)
We are launching our first international fund soon & we will write the biggest Cheque in the fund
What’s with Italian women and Indian politics 😂😂
Congratulazioni a @narendramodi per la nuova vittoria elettorale e i miei auguri più affettuosi di buon lavoro. Certa che continueremo a lavorare insieme per rafforzare l'amicizia che unisce Italia e India e consolidare la cooperazione sui diversi temi che ci legano, per il benessere delle nostre Nazioni e dei nostri popoli.
Before you jump into the markets with your pot of savings. Please spend 2 minutes to read what our team has to say.
Take investment decisions carefully and not emotionally. Stock markets are raw brutal and like the animal kingdom, they don’t understand emotions
Everyone is in the stock markets to make money for themselves
You don’t invest in the stock markets for desh Bhakti but for ur own selfish motives
Don’t confuse it with desh bhakti
& yes election results or no results, this market was over valued & how (small & mid caps)
The end of a lot of things. Doesn’t matter whom you supported, For a whole generation of fans the end is nearing.
and then there were 3 #goat
Those who matter are not on twitter :)
#electionresults
2029 Yogi comes back to power in UP
Shivraj Chauhan has won with the highest margin in the country (ignore indore as there was no candidate there)
MP vote was for him and only him
Indian voters are smart
Woh chane ke jhaad pe chadate bhi hai aur utar te bhi wohi speed se ha
Suckers buy the first dip at the end of a bull market
Don’t be that sucker
This stock market is a bubble of epic proportions with froth and valuations unlike never before
Everyone trying to justify high PE multiples in India with the ‘growth argument’
but look at RBI crackdown on NBFC’s.
Corporate governance is an issue in India which is conveniently swept under the floor during bull markets
That reason itself warrants a low PE multiple
Siddhartha Bhaiya retweeted
Our Co-Fund Manager, @asubham81, just stepped into new roles, both in his professional & personal life. Aside from the responsibilities of fatherhood, how are his two children influencing his financial goals?
Catch the full video here:
youtube.com/watch?v=U15FVBqF…
Siddhartha Bhaiya retweeted
Has the Indian equity market reached its peak?
As the upward trend continues, @asubham81, our Co-Fund Manager, recently shared his opinions with Moneycontrol, discussing the strategy we are following at Aequitas.
Watch the full video to hear his take.
teapawt.org/moneycontrolcom/status…
#MCLIVE
Equity benchmarks continue their uptrend for the fourth straight session.
Catch this edition of Opening Bell with @StacyPereira89 with @rajeshpalviya and @asubham81 teapawt.org/i/broadcasts/1mrxmyEoy…
Siddhartha Bhaiya retweeted
Since joining Aequitas in 2022, @NiharikaJain01 has proven herself as a diligent research analyst. Her keen eye for detail, balanced approach, and deep understanding of the 'Art of Value Investing' makes her the perfect choice as our Co-Fund Manager. Congratulations!
Siddhartha Bhaiya retweeted
When it comes to the ‘Art of Value Investing’, she’s the artist. Our Co-Fund Manager @NiharikaJain01 recently spoke about the topic at @theicai National Conclave on Capital Markets.
Reach out to learn more about our financial perspectives: bit.ly/3WOkRKF
Siddhartha Bhaiya retweeted
A dramatic decade for the Indian equity markets!
While navigating such markets, returns are relevant, but consistency reassures.
We take pride in being a top performing PMS in India for 10 years.
Talk to our team - bit.ly/4dK40P8
If you ask people, are you ready for a 30-50% drawdown in your equity portfolio, most will say yes
but in reality most people can’t handle that. Stock markets are scarier than you think
Historically most problems happen because of bad credit
This time the problem is not on the debt side but the equity side
Households have too much exposure to equity.
Listed, unlisted, MF’s, SME, VC, PE, pre IPO and ( NSE stock 😜)
To all those who take option trading and stock market classes. Please please read this,
Stock market is not a get rich quick place. It will ruin your present and destroy your future. Be careful
Avdhoot Sathe and the likes are destroying lives
bloomberg.com/news/features/…

















