Krishna Bahirwani @BahirwaniKrish Twitter profile | Pikagi

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Krishna Bahirwani

@BahirwaniKrish

10,967

Followers

766

Following

286

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5,019

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Coach, Creator & Investor | Solving for an optimal life through personal development, finance, emotions & relating I Published in @dna , @TechRadarIndia and more

Mumbai, India

https://t.co/DUSe9o8s85

Joined May 2013

Don't wanna be here? Send us removal request.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

It has come to my attention that two fake Telegram channels have been created to impersonate me. I do not have any personal Telegram channels. Only a group chat for Indians Invest Globally. Please help me report these two channels 🙏🏻

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Krishna Bahirwani

✋| REAL ACCOUNT LIVE REPORT LEARN HOW TO INSTANTLY START MAKING PROFITS TODAY *SIMPLE STRATEGY, EASY APPLICATION, ZERO NOISE AND INVESTMENT OPPORTUNITIES.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

BSE has opened up a world of possibilities for Indian investors through India INX Global Access. Indians now have direct access to over 135 exchanges across 33 countries in 23 currencies worldwide. For those interested, here is a thread 🧵 with the details.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Today is a big day for Indian markets. Indians can now invest in US stocks through NSE's IFSC. This should help bring down the cost of US-based investing over time and also eventually allow access to other markets. For those interested, here is a thread 🧵 with the details.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Indian markets are holding up really well. NSDL Data shows that FPIs have withdrawn 1.29 lakh crore in FY 21-22. This is the highest ever. Despite this, Nifty 50 is down less than 14% from its peak. Looking at this data, a few interesting things emerged. Here is a thread 🧵-

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

Dixon Tech is now trading at 3442. It had a 52 week high of 6,243. I haven't sold a single share. That was a mistake. Here is a thread 🧵 on what I learned -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

We've had @AswathDamodaran in the news a lot lately for his valuation of Zomato. He correctly valued Zomato at Rs 41 when it was trading at Rs 126. This is because of the quality of frameworks he has built to analyse and value companies. Let's try and learn one of them today -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

BSE INX GA and NSE's IFSC both give global access to Indian investors. BSE INX GA gives Indians access to over 135 exchanges across 33 countries in 23 currencies worldwide. Indians can invest in US stocks through NSE's IFSC. So what are the differences? Here is a thread 🧵-

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

On Meta (Facebook) vs Space X, @MohnishPabrai - Humans are more likely to go to Mars via Space X than @Meta getting 2B users in [their] Metaverse. About @elonmusk , Pabrai says - Any guy who lands two rockets backwards simultaneously, I’d never bet against.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

I've seen a lot of red days in my US portfolio recently. Despite my capacity to sit through pain, this hasn't been fun. I have learned or been reminded of a few very valuable things. Here is the list -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

I hosted a bunch of Clubhouse rooms and Twitter Spaces covering many sectors and aspects of investing. Some are recorded. Since a lot of people have asked, I've put up this thread so that you can find the recordings easily. Big thanks to everyone who helped make them happen.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

Indiabulls Real Estate has been having a rough time recently. Stock is down 49.6% YTD. I am down 33% on my position. I haven't sold a single share. Let's review some of the recent events around the company. #IBREALEST

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

For those who can't make it, I'm live-tweeting my highlights from the @Delhi_Investors room and the discussion with @MashraniVivek and @suru27 . @cautkarshpandey @saket1974 @dadalife369 @academy_share @saketreddy @mishika_chamria So let's begin -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Live tweeting highlights from our discussion with @SamitVartak moderated by @ishmohit1 and the DIA gang. @saket1974 @saketreddy @dadalife369 @cautkarshpandey @vishal_chandi So let’s begin - 1. Before looking at the valuation of a business, look at the fundamentals first.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

We had @itsTarH on Indians Invest Globally. Here are some takeaways from our session - A great way to start investing in the US markets by through a low fee index fund such as the Motilal Oswal Nasdaq 100 Index.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Get ready for one of the biggest Twitter Spaces yet, Hosting @ishmohit1 of @soicfinance along with @dadalife369 for his Spaces debut tomorrow at 7 pm. It is going to be a masterclass on business analysis. Set a reminder! Please join us!

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

What a privilege it was to host @Gautam__Baid for my first ever Twitter Spaces event along with @dadalife369 and @Finvents . While we wait for the YouTube recording. Here are 8 of my biggest takeaways from today's session. #investing

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

I recently started following @drprashantmish6 when he made a timely entry into Gensol. Going through his timeline, I found many more winners. He has recently done an interview that provides a lot of value for small-cap investors. Check it out here -

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Small cap Investing Secrets with Live Cases #Face2Face with Dr....

Want to become a Successful Multi Asset Trader? Be a part of 6+6 month trading mentorship program by Elearnmarkets with 5 mentors & 5 associates. To know mor...

www.youtube.com

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

Promoter buying is often looked at as a lead indicator by seasoned investors. To better understand how it works, I'm live tweeting my insights from @abhymurarka 's presentation on the subject at @ias_summit @MashraniVivek @Delhi_Investors @cautkarshpandey @Arthavruksha12

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

10 months

Books are awesome. But discussions with real investors give you something that books cannot. It isn't easy to meet really good investors in India, but there are some events that they attend. Here are some of them -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

It has been more than 3 weeks since Indian mutual fund houses were asked to stop investing in international stocks. The 7 billion $ limit doesn't make sense anymore and prevents Indian investors from dollar-cost averaging their mutual funds. Hopefully, this gets fixed soon.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

10 megatrends for 2022 that every investor should pay attention to. A thread 🧵 Please retweet to help amplify the reach of this thread so that more people can benefit from this information. Source: Ruchir Sharma on @ndtv #megatrends #investing

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Tomorrow @dadalife369 , @Finvents and I will be hosting @Gautam__Baid for a presentation and discussion on his investing philosophy and his learnings thus far. Please don’t miss this. #investing

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Join us tonight for Investing Insights with @SamitVartak , Moderated by @ishmohit1 of @soicfinance with the DIA gang @cautkarshpandey , @saketreddy , @saket1974 , @VohiCapital , @ajaydhakaajay , @dadalife369 , @MashraniVivek . Today, at 7 PM on @clubhouse .

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Domestic mutual funds and domestic mutual fund investors have played a pivotal role in keeping the markets strong. They put in 98,624 crores between Oct 2021 and Feb 2022. It looks like the FPIs will have to buy back at higher prices when they bring back these funds to India 🇮🇳.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

9 months

Praveg is building and starting projects at a rapid pace. If the company manages to execute, it will become a giant in the hospitality space. Here is a thread on where things stand. Discl - Invested.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

Looks like @Uber_India in Delhi is an absolute shit show. Drivers come 500m away and then ask you for your drop location. If you don’t tell them or don’t answer, they simply wait till you cancel. On top of it Uber wants to charge you a cancellation fee.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

From today, eligible brokers will allow for investing in 8 stocks. These are - 1. Meta Platforms - $FB (Facebook) 2. Alphabet - $GOOGL (Google) 3. Amazon - $AMZN 4. Tesla - $TSLA 5. Microsoft - $MSFT 6. Netflix - $NFLX 7. Apple - $AAPL 8. Walmart - $WMT

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Let’s talk about proxy investing. Proxy investing is one of the most important mental models in investing. It allows you to potentially increase your return or lower your risk, sometimes both when compared to the initial investment idea. So what makes a good proxy investment?

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

What Siddhartha Bhaiya( @sidd1307 ) looks for when screening for businesses, shared at @ias_summit - 1. Low debt/equity 2. Don't focus on market cap 3. Go through the top 1000 companies 4. Look for undervalued companies (Less than 12 P/E) 5. Look for net cash on the balance sheet

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Here is the complete list of eligible brokers as of today -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

This will be India’s decade. Look at the divergence in Fundsmith’s portfolio compared to the MSCI EM. This is a huge leading indicator. Thanks @karnbc89 for sharing this.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

We are super excited for @saketreddy ’s Twitter Spaces debut. Saket is someone who is hands on, always learning and sharing. Glad that @dadalife369 and I will have the chance to host him to discuss investing in auto, chemicals & more. Set a reminder.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

As of right now, to open an account you need to send an email to bdm @indiainxga .com and they will send you an onboarding link. More information on the account opening process can be found here -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Live-tweeting insights from our @Clubhouse room on understanding the pharma sector with @AnishA_Moonka . So let us begin - @aditya_kondawar @cautkarshpandey @dadalife369 @JstInvestments @agrawalmohit12 @Vipinguptaca @AmitabhDash2 @academy_share @Delhi_Investors

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

For those who can't make it, I'm live-tweeting my insights from the @ias_summit talk with @jeevanpatwa So let's begin -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Live tweeting highlights from our discussion with @Iamsamirarora moderated by @dadalife369 and the Investors India gang. @saketreddy @cautkarshpandey @safiranand @academy_share @mishika_chamria So let’s begin -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

Healthcare looks better structurally going forward. The entire sector is going to grow at 15-17%. Might be a good place to look for opportunities. Image: @soicfinance at @ias_summit #IASummit2020

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

1. There is no substitute for margin of safety. Don't be in a hurry to build a portfolio, look for places where risk/reward is in your favour and opportunity is evident. Without an adequate margin of safety, there can be permanent loss of capital or permanent opportunity cost.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Big win for #TheKashmirFiles 🔥 The movie has moved from 600-700 screens to about 2000 screens. This is still well below what Gangubai Kathiawadi released at (3500-4200 screens). Got tickets for tomorrow 📽️🍿 Tagging a few folks who wrote about it - @sahil_vi @jeevanpatwa

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Live-tweeting my takeaways from @ishmohit1 's Twitter Space on business strategy and its essence in investing. Please retweet the thread so that these insights can be shared as widely as possible. So let's begin - @dadalife369 @soicfinance @Delhi_Investors @cautkarshpandey

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

This past year, I've read a bunch of awesome threads from peeps like @aaditsh , @SahilBloom , @blakeaburge , @itsTarH @10kdiver amongst others. Many are great threads I've either retweeted or saved and forgotten about. So I went back to them to integrate, this is what I learned -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

BSE's INX Global Access itself is the platform. Which means there is no intermediary between you and it. This keeps the costs super low. How low? Zero account opening fee, zero annual charges, zero software charges, zero fund deposit and one withdrawal per month free.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

10 Industries I will be studying this year. 1. Cloud computing 2. Medical devices 3. Telehealth 4. Gaming 5. Fintech 6. Cybersecurity 7. E-commerce 8. Online Dating 9. Metaverse-related 10. Genomics If you're interested in any of them, let's chat on Indians Invest Globally.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

4 months

Great start to my Bangkok trip 🇹🇭 An in-person meeting with Ramesh Damani.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

10 months

Phantom Fx H1 FY24 con-call notes - Guidance of 90-100 crores intact for FY 24 Given guidance of 135-140 for FY 25. Will be using AI to automate roto work. QIP of 60 crores, will be primarily used for internal development of technology and infrastructure along with hiring

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Two sectors have dominated these numbers with the greatest amount of absolute outflows. They are financial services (including banks) and IT. Both sectors have seen outflows in excess of Rs 40,000 crore each.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

One with the boys at @ias_summit Look forward to more discussions and long friendships @sahil_vi @AnishA_Moonka @suru27

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

The plan is to increase the list of available stocks to 50. This list will include names like Nvidia - $NVDA, Intel - $INTC, Nike - $NKE and Adobe - $ADBE. Here is a list of all the stocks that will be traded -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

1 year

Phantom FX delivers a robust set of numbers. Costs are elevated because of rapid expansion. Guidance for growth for the full year from the management is 75-80% with EBITDA margins between 33-35% Discl - Invested and biased.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

It was a pleasure hosting you today @safiranand . Thousands of people tuned in live to listen and ask questions. Here is the link to the recording guys Part 1 - Part 2 - @Delhi_Investors @cautkarshpandey

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

You always get a chance if things don't make sense because they have to at some point. It is called mean reversion. I have learned from my mistake. There is a difference between overvalued and insanely overpriced. Learn the difference, it will make you a better investor.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

BSE's INX Global Access currently has two banking partners - 1. Kotak Bank 2. Indusind Bank These banks will offer lower remittance charges for use with BSE INX GA. You can keep a check on the updated list here -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

The bulk of these outflows started in October 2021 and have been the worst in Jan and Feb 2022. Here are the numbers - FPI Net Outflows - October 2021 - 17033 crore November 2021 - 5710 crore December 2021 - 13150 crore January 2022 - 35,975 crore February 2022 - 37,689 crore

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Over the last few months on Clubhouse, I've interviewed, moderated or otherwise shared space with some of the best investors in India and abroad. Here are some of the takeaways from those sessions with @Iamsamirarora , @suru27 , @SamitVartak , @itsTarH and more - #investing

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

The countries you can access today are - North America - United States, Canada and Mexico. Europe - UK, Switzerland, Sweden, Spain, Russia, Portugal, Poland, Norway, Netherlands, Lithuania, Latvia, Italy, Israel, Hungary, Germany, France, Estonia, Belgium and Austria.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

1 year

My thoughts on the smallcap and microcap space right now: Over the last few months, we have seen a strong rally in the sub 3000 crore market cap space. There are definite signs of overvaluation in certain pockets while others are above fair value. That being said, because of

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

You can also use BSE INX GA with three additional banks in a completely digital manner. This means the process is end to end digital. However, no preferential rates or fees have been worked out. These are - 1. HDFC Bank 2. ICICI Bank 3. IDFC Bank

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Looks like Globus Spirits is still getting discovered. Analysts say the stock can add 50% in 3-6 months. Tagging those who caught it early to earlyish. @nid_rockz @AimInvestments @Arindam_Pramnk @NiftyGranmaster @rdkriplani #globusspirits

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Small & Midcap Mantra | This beverage stock trebled in 3 months, can add 50% in 3-6 months

Increased prices of beverages and wider acceptability of alcohol drinks in social circles have driven investor sentiment in the stock of the company, which posted strong results.

www.moneycontrol.com

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Today's spaces and WebEx presentation with @Gautam__Baid has been packed with so much insight. Check out this slide on corporate governance, for example, it is a goldmine for investors. @Finvents @dadalife369 #investing

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

I'm live-tweeting my highlights from the @Delhi_Investors room where the discussion with @MashraniVivek and @NeilBahal is taking place. @cautkarshpandey @saket1974 @dadalife369 @academy_share @saketreddy @mishika_chamria @agrawalmohit12 @indian_stockss So let's begin -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

India is one of the most exciting investment opportunities of the decade 🇮🇳🏆 WEF expects India's GDP to grow to 6 trillion (2x) USD by 2030. If this happens, consumer spending could 4x. In this thread, let's explore where the opportunities for investors may be found 🧵-

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Please note, this is not a direct listing. Market makers will buy these shares in the US and issue receipts here in India. These receipts are called NSE IFSC receipts and they are what you will be buying and selling.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

Aditya Khemka ( @AdityaKhemka5 ) shared his thoughts on the diagnostics industry at @ias_summit - 1. Diagnostics pre-COVID was a high RoE and secular growth business. 2. COVID boosted the margins and the industry's profits to unsustainable levels, and multiples expanded.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Join @dadalife369 and I as we welcome @NeilBahal , CIO, Negen Capital and @smallcaseHQ manager for “A Masterclass on Demergers, Special Situations & Global Investing” on Tues, 18th Jan at 4 pm Join Here: Neil's smallcase

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Asia Pacific - Singapore, Hong Kong and Japan and Australia. For a full list of exchanges you can see -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

"Don't try to time the markets" is one of the most popular pieces of advice given to new investors. It is also of the most misunderstood. After five years in the stock market, here is a thread 🧵to understand the different layers of this statement.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Thank you for reading. If you found this useful, please like and retweet so that it can reach and benefit the maximum number of people.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Don't miss this one guys. It is going to make for some amazing conversation with the likes of @MashraniVivek and @suru27 Will be there along with the rest of the DIA gang. @cautkarshpandey @saketreddy @saket1974 @dadalife369 @VohiCapital @academy_share @mishika_chamria

@Delhi_Investors

Delhi Investors Association

@Delhi_Investors

3 years

Greetings to all 😊 An update on our upcoming Clubhouse session. Join us for a session on 'Investing Insights with @suru27 ' moderated by @MashraniVivek Date & Time: Tomorrow at 9:30 PM Join the session using this link 👇

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

This is sad on so many levels. How could a fund manager present an opinion backed by a terribly poor understanding of one of the world's emerging superpowers? It also shows an evident lack of respect towards the people of India, who gave the government an unprecedented mandate.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

China is one of the most important countries in the world right now and it is likely that their importance will only grow as a country. Here are five documentaries to watch to better understand the country - (1/2)

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The China Complex (Part 1) | The Big Picture

What is China? Where is it going? What is it going to do?The world's most populous country, an economy set to become the biggest in the world, a communist st...

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Excited to be a part of India's first generation of homegrown international investors. So that we can all grow together, I started Indians Invest Globally. We are now one of India's largest communities of international investors.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

We got featured on @ETPrime_com 🚀 Everyone at @Delhi_Investors has played a role in this. Special mention to the man who started DIA - @cautkarshpandey . So glad to be a part of team DIA along with @dadalife369 @saketreddy @saket1974 @agrawalmohit12 and everyone else.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

I liked the business then and I like the business today but I need to get over my bias against selling when things don't make sense and buy back when they do. Even if I am worried about not getting a chance to get back in.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

I have hosted a bunch of Clubhouse rooms and Twitter Spaces covering many sectors and aspects of investing. Some are recorded. Since a lot of people have asked, I've put up this thread so that you can find the recordings easily. Big thanks to everyone involved. #investing

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Let's talk about position sizing within portfolio allocation. There are a few different ways you can do position sizing for a fundamental-based long term portfolio. They are risk-based, tailwind-based, trigger-based and equal-weighted. Let's explore them one by one.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Excited to be a part of India's first generation of homegrown international investors. So that we can all grow together, I started Indians Invest Globally. We are now one of India's largest communities of international investors.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

The market is constantly discounting the future and pricing in the perception in the market. To be a good investor, one needs to think differently when compared to the current consensus. To understand this better, let's go to @ishmohit1 's talk from @ias_summit @soicfinance

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

8 months

Phantom has reaffirmed guidance for FY 24 and FY 25 in today's conference call. 50% topline growth expected. Margins will continue to grow over the next few years (Improving by 3-5%). Numbers for FY25 can incorporate inorganic growth but will remain largely organic. The

@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

10 months

Phantom Fx H1 FY24 con-call notes - Guidance of 90-100 crores intact for FY 24 Given guidance of 135-140 for FY 25. Will be using AI to automate roto work. QIP of 60 crores, will be primarily used for internal development of technology and infrastructure along with hiring

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Three days to go. Mark your calendars for this one folks. It’s always a great session with @itsTarH . @cautkarshpandey @dadalife369 @academy_share @saketreddy @VohiCapital @mishika_chamria @MashraniVivek @saket1974 @ajaydhakaajay @vishal_chandi @rajivmehta19 @indian_stockss

@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Join us this Sunday at 7 PM for a Clubhouse room with @itsTarH on Indians Invest Globally to participate in a discussion on dynamic asset allocation between Indian and global equities. @cautkarshpandey @saketreddy @dadalife369 @mishika_chamria

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Join me tomorrow at 7 pm as I host Divam Sharma of @greenportfolioc and @smallcaseHQ manager for a discussion on EVs, Green Energy & ESG. Link To Join: More About Green Portfolio:

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

While not comparable, one sector has seen disproportionate inflows from FPIs. This sector is Retail. The net inflows between October 2021 and Feb 2022 are just above Rs 15,000 crore.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

10 Twitter Handles to follow to level up your international investing game - 1. @StockMarketNerd 2. @borrowed_ideas 3. @BillAckman 4. @LynAldenContact 5. @RamBhupatiraju 6. @itsTarH 7. @FromValue 8. @Beth_Kindig 9. @saxena_puru 10. @unusual_whales

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

10 months

Big positive for Phantom Fx's investment in Ayalaan - The movie will be released in 65+ countries. Phantom Fx had bought film distribution rights from KJR studios for 17 crores. Hamsini Entertainment will be distributing Avalaan overseas. It is likely that the company will

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Join us this Sunday at 7 PM for a Clubhouse room with @itsTarH on Indians Invest Globally to participate in a discussion on dynamic asset allocation between Indian and global equities. @cautkarshpandey @saketreddy @dadalife369 @mishika_chamria

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

In Aug 2021, I started writing semi-actively on Twitter about investing. Since then, my community has grown by more than 8500 people! In this last year, I wrote a lot of Twitter threads. Here is a thread of threads with ten of them that I think may be worth revisiting -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

This Friday @singhalrajk of @MultipieSocial and I will be discussing how macro and liquidity are going to impact the equity markets both at home and abroad. This will be on Twitter Spaces on 17th December at 5:30 PM. Don’t miss it. @Delhi_Investors

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Join me on Thursday, 20th Jan at 7 pm as I host @anti_fragilist , Founder, @PiperSerica and @smallcaseHQ manager to discuss investing in tech companies. Join Link: Piper Serica smallcase: #investing #tech

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

This is not a sell recommendation. I don't give any buy or sell recommendations. This is for educational purposes only.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Had an awesome session on Clubhouse today with @itsTarH put together by my boy @dadalife369 . Joined on stage by @saketreddy @cautkarshpandey @vishal_chandi . Was moderating, so didn't take proper notes, but these are some things that I deeply resonate with. (1/n) #investing

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

My @StocktwitsIndia post on why one should consider investing internationally just got featured on @BiIndia . This is my first media feature as an investor. You can read the article here - It covers the basics of international investing from India.

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Things you need to keep in mind while investing in US stocks | Business Insider India

Apart from asset diversification, geographical diversification is also an important aspect of modern investing. You can benefit from the US stock market’s rally by investing in US stocks from India.

www.businessinsider.in

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

2. Valuation changes can wipe out a few years worth of returns. Like re-rating, de-rating is also a thing. It can be painful. Stocks move up or down from a baseline expectation. If the expectation communicated through valuation is high. Any failure will be penalised harshly.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

The YouTube recording for my Twitter space with @agrawalmohit12 on energy investing in the EV and mobility space is out. The room was a collaboration between @Delhi_Investors and Indians Invest Globally Recording by @InvestmentBook1 #investing

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

Having a good exit strategy is essential to good investing. @ravijain88 is addressing this at length at @ias_summit Here are some of the insights for those unable to make it - @Delhi_Investors @ias_summit @MashraniVivek @cautkarshpandey @Arthavruksha12 @rigi_app

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Hi, welcome to my Twitter handle. I tweet frequently about investing (Indian and global investments), personal development, emotions and relationships. In this master thread, you can find my best stuff sorted by subject. It should make it easy to find what is relevant to you.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

BSE INX GA is not only open for direct investment by Indian residents, it can also be accessed by foreign residents, NRIs and international corporates.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Fantastic analysis on XPRO India by @Shubham_TLI . Videos like this on companies where there isn’t a lot of research available adds a ton of value for investors. (1/2)

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Less than 90 minutes to go 🥳🎉

@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Join us this Sunday at 7 PM for a Clubhouse room with @itsTarH on Indians Invest Globally to participate in a discussion on dynamic asset allocation between Indian and global equities. @cautkarshpandey @saketreddy @dadalife369 @mishika_chamria

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Join me for an in-depth discussion around AI, algos and tech investing with @smallcaseHQ managers @kanika_agarrwal and @aagarrw from @upside_ai where we will dissect changes in the investing landscape. Link - More info -

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

2 - Learn from those who succeeded before you to ultimately develop your own investing style Here are three books that influence @Gautam__Baid 's investing style - They are some of the best books in investing along with Gautam's The Joys of Compounding.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

2 years

Like most beginners, I made a lot of mistakes when I started investing. But this was one of the biggest: not understanding the industry structure. Here's what happened: I looked for sectors that would grow a lot and picked aviation. In 2016/7, I invested in SpiceJet and Indigo.

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@BahirwaniKrish

Krishna Bahirwani

@BahirwaniKrish

3 years

Not many of you know this, but I recently completed two years as a professional framework coach. Consolidating my insights from hundreds of hours of personal and group coaching. Here are five aspects to personal transformation that I currently consider to be vital -

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