Ajay Sharma @G2GAjaySharma Twitter profile | Pikagi

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Ajay Sharma

@G2GAjaySharma

9,679

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Wealth With Wisdom - Investor - Startup Founder - Hedge Fund Manager - PRESIDENT: EDELWEISS, IIM Ahmedabad, IIT Varanasi

Singapore & India

https://t.co/nWcDovnBNE

Joined October 2022

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

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@G2GAjaySharma

Ajay Sharma

8 days

“USA today, India Tomorrow” in financial services? Private Credit in India ! Future leadership tenets in the world of AI. In-depth discussion with my mentor @rasheshshah , @EdelweissFin , a visionary leader who has built multiple successful businesses

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Financials, Growth, India In-depth from an Amazing Visionary

This is one of the best conversations I have had; with my mentor Rashesh Shah the Chairman of Edelweiss group. An inspiring entrepreneur in the financial ser...

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@G2GAjaySharma

Ajay Sharma

2 years

#AdaniFPO #adani #ADANIENT What next for Adani group? A very respected entrepreneur once told me: If I trust you Ajay, you don’t have to explain. But if I don’t trust you, any amount of explanation is useless.

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@G2GAjaySharma

Ajay Sharma

8 months

A superb, in-depth analysis of India ; through simple stories, fun anecdotes and data from my dear friend Neelkanth Mishra @neelkanthmishra . Journey from 2024 and 2053: do we get RICH before we get OLD? RICH Valuations ? PSU resurgence !

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India IN-DEPTH: Valuations, Economy, Growth and Markets

A superb, in-depth analysis of India in HINDI; through simple stories, anecdotes and data from my dear friend Neelkanth Mishra. Journey from 2024 and 2053: ...

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@G2GAjaySharma

Ajay Sharma

2 years

@vivbajaj this is for you, what you are doing with @elearnmarkets is commendable. Few lines from Haidar Ali Aatish are dedicated to you and your team's unwavering purpose. jo ālā-zarf hote haiñ hamesha jhuk ke milte haiñ surāhī sar-nigūñ ho kar bharā kartī hai paimāna

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@G2GAjaySharma

Ajay Sharma

2 years

Byju's OYO Rivigo and other startups...Billions Raised, still in trouble, why? A simple story about a LEAN and MEAN horse and its new RICH owner !! @vivbajaj

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@G2GAjaySharma

Ajay Sharma

2 years

It takes thousands of decisions to make it BIG in life in terms of RANK or FORTUNE. But we are just ONE DECISION away from RUIN, especially one taken during Chemical Locha: often Anger! I am not the first one to find the song Aadmi jo Kehta hai... so relevant in today's time!

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@G2GAjaySharma

Ajay Sharma

8 months

Part 2 of the superb, in-depth analysis of India ; through simple stories, fun anecdotes and data from my dear friend Neelkanth Mishra @neelkanthmishra . PSU resurgence ! Growth, Expensive Valuations and more...

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Part 2 of India IN-DEPTH : Valuations, Economy, Growth and Markets

Part 2 of the superb, in-depth analysis of India in HINDI; through simple stories, anecdotes and data from my dear friend Neelkanth Mishra. Journey from 202...

www.youtube.com

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@G2GAjaySharma

Ajay Sharma

2 years

First 1000+ The beginning !!! Welcome to the family and get Ajayfyed !!!

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@G2GAjaySharma

Ajay Sharma

1 year

India's infrastructure growth. Is it REAL? NASA pictures from 2012 to 2023 reveal a lot. How did USA develop its roads? What about China? Can India repeat their success? This video analyses the India Infra Story from NASA pics.

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@G2GAjaySharma

Ajay Sharma

2 years

#ChatGPT & #midjourney have re-kindled debate around the future of jobs, skills needed in the future to succeed and the concentration of wealth. I created a simple visual framework on the issue to encourage discourse with friends...here it goes

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@G2GAjaySharma

Ajay Sharma

2 years

From the Slums of Varanasi to Inspiring Leaders Award by ET, what a journey !! Congratulations Sumit and Vikas, the co-founders of

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@G2GAjaySharma

Ajay Sharma

2 years

#adani #adanifpo #bonds #nseindia Polarisation in Adani companies performance has started and this thread looks at simple Stock and Bond Price action, The two bonds of Adani Green also show dispersion

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@G2GAjaySharma

Ajay Sharma

2 years

I don’t own any equity or bonds of Adani and I don’t invest in Infrastructure related businesses. Being an Institutional investor, and seen many short sell sagas: e.g. Herbalife in US, Sino-Forest in China to Olam In Singapore, the Adani episode is important for Indian markets

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@G2GAjaySharma

Ajay Sharma

14 days

PIPES, TILES or PLYWOOD? SMALL CAP or LARGE CAP? CHINA IMPORT RISK? Many questions answered by Sneha Talreja in this Masterclass on Building Materials

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Masterclass in Building Materials

PIPES, TILES or PLYWOOD? SMALL CAP or LARGE CAP? CHINA IMPORT RISK? Many questions answered by Sneha Talreja 00:00 Introduction00:00 Does brand matter in Pip...

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@G2GAjaySharma

Ajay Sharma

2 years

Thx Vivek

@vivbajaj

Learner Vivek Bajaj

2 years

Stocks are like Cows !! The valuation techniques are similar. Let's welcome my mentor @AjayFYSharma into the world of @Twitter Give him a follow for amazing wisdoms.

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@G2GAjaySharma

Ajay Sharma

2 years

During 2008 crisis, even a reputed bank like Goldman Sachs had to get Mr. Buffet to bring credibility back. Goldman paid Mr. Buffet 10% assured dividend yield (you read that right, 10%) on his $5bn investment. That was a vote of confidence from the world’s savviest investor.

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@G2GAjaySharma

Ajay Sharma

1 month

A masterclass in conversation. Bubble, Recession, IPO Boom! As a guest, it's one of the best interview experiences I've had. @NeerajCNBC 's preparation and genuine curiosity made me think deeply and share stories I hadn't planned to. Thank you, Neeraj ji.

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Market Bubble Confirmed? | कुछ महीनों में कहां जाएगा EV बाजार? निवेश...

Market Bubble Confirmed? |अगले कुछ महीनों में कहां जाएगा EV बाजार ?EV में निवेश कितना फायदेमंद?भारतीय शेयर बाजार के राज़ और समझदार निवेश की रणनीतियाँ जानें A...

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@G2GAjaySharma

Ajay Sharma

2 years

AI in action 1 My Voice generated by AI (just 2 minutes of sample) 2 A school pic speaks with just a text inputs Will banks allow Voice Logs in future transactions? Do we need voice artists for dubbing movies? #AI #ChatGPT The full video is here

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@G2GAjaySharma

Ajay Sharma

2 years

Our world of finance moves on Trust and Trust ONLY and Capital Always Follows Trust. Trust takes years to build and gets destroyed in seconds. For leveraged businesses, this matters a lot more than unlevered businesses.

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@G2GAjaySharma

Ajay Sharma

6 months

At JITO Nashik, we were asked, Can India build a FAANG? Facebook, Apple or Google? Paagal hi Paagal ko samajhata hai !

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@G2GAjaySharma

Ajay Sharma

2 years

Pigeons provide an amazing metaphor for my (investor) behavior! A poem on markets Mandee (मंडी) mein kabootar Dheere Dheere, Ek Ek karke aaye kabootar Irshya Laalach se Bharmaye Kabootar Mandee (मंडी) mein jab aaya mandi (मंदी) ka dar Jhatpat saare saath urd jaaye kabootar

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@G2GAjaySharma

Ajay Sharma

2 years

Mr. Adani may have to bring in one “NAME” on his cap table aka Goldman-Buffet. For the immediate future, some of the hyper-growth plans will have to be curtailed. He will have to first ring-fence the current projects (re-financing etc.) before taking on any new ambitious ones.

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@G2GAjaySharma

Ajay Sharma

7 months

A Superb, in-depth analysis of India in HINDI; from my dear friend Mahesh Nandurkar @mahnandurkar (25 years in the Markets and is among the best minds) We deal with Valuations , PSU re-rating, Real Estate cycle, Volatility, Foreign Flows and much more.

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India: PSU, FII, Real Estate, Valuations: Great Insights from a Great...

Another superb, in-depth analysis of India in HINDI; through simple stories, anecdotes and data from my dear friend Mahesh Nandurkar. He has spent 25 years i...

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@G2GAjaySharma

Ajay Sharma

2 years

Mr. Adani needs large institutions with deep pockets to build his dreams…after all infra projects are capital intensive and need billions of dollars. This money can come from large Institutions ONLY. But, Institutions don’t want to deal with any “grey” in today’s world.

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@G2GAjaySharma

Ajay Sharma

2 years

Any emergence of reputation risk, leads to re-financing risk, leads to liquidity risk and then it creates solvency risk.

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@G2GAjaySharma

Ajay Sharma

2 years

But this is no more about cash flows, bond yields etc. Mr. Adani is at cross-roads here. No Amount of Money is more important that a person’s reputation. He has been building businesses for several decades and he understands this more than anyone else.

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@G2GAjaySharma

Ajay Sharma

2 years

Currently there is no refinancing risk (corporate bonds are due for refinancing only after 12 or 18 months), neither a liquidity risk with the Adani group, nor is there a solvency risk.

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@G2GAjaySharma

Ajay Sharma

2 years

I think pulling the FPO was the right thing to do, but much more is needed I think a Goldman-Buffet type deal will be needed now to repair some of the damage.

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@G2GAjaySharma

Ajay Sharma

2 months

Cheaper! Faster & Efficient : amazing analysis of the IT services industry, outperformance of mid cap IT, future margins and the potential impact of AI. Vibhor Singhal is an alum of IIT Kanpur and has deep expertise in understanding technological trends.

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In-depth analysis of $200bn IT sector from a Superb Analyst

An amazing analysis of the IT services industry, outperformance of mid cap IT, discussion on margins and the potential impact of AI. Vibhor Singhal is an alu...

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@G2GAjaySharma

Ajay Sharma

1 month

US recession impact? Bubble in Indian Stocks? AI revolution? So much liquidity ? Small caps ? @NeerajCNBC from @CNBC_Awaaz hits the nail on the head with sharp questions in this interaction. Goes live at 7:57 pm on CNBC Awaaz today Sep 13th

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@G2GAjaySharma

Ajay Sharma

2 years

Thank you dear Vivek

@vivbajaj

Learner Vivek Bajaj

2 years

I am so glad to see this growing. 10,000 subscribers getting empowered from my mentor @AjayFYSharma He is a life saver !!!

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@G2GAjaySharma

Ajay Sharma

3 months

An in-depth discussion about consumer sector, post-election government focus, emerging trends, fight for marketshare at the cost of margins and many more questions answered; by Tejas Shah, a dear friend, a highly reputed and award winning Analyst

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Consumer Stocks come back? Future Growth Sectors? In-depth Analysis

An in-depth discussion about consumer sector, emerging trends, fight for marketshare at the cost of margins and many more questions answered; by Tejas Shah, ...

www.youtube.com

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@G2GAjaySharma

Ajay Sharma

2 years

~12,000 cr Ebidta .. so ~2x debt coverage at market value and ~3x at face value . I don’t think Adani Ports debt is at risk.

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@G2GAjaySharma

Ajay Sharma

2 years

Very rough numbers of underlying businesses (from a smart friend) Adani ports - ~40k cr debt at face value, ~25k cr at market value .. 100% bonds , zero or close to zero with onshore banks . ~25k cr used to acquire bonafide assets from sellers like Israel , Larsen etc ..

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@G2GAjaySharma

Ajay Sharma

2 years

The balance sheet can be easily repaired by: •asset sale to ease the pain at parent •dividends •Strategic partners in the assets A short-term solution to sell partial stake in the cement business, but that is like putting band aid when surgery is needed.

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@G2GAjaySharma

Ajay Sharma

2 years

Adani Green : 50k cr debt.. part of it is corporate level debt including one bond .. rest against solar assets .. 6000 cr Ebidta.. Riskiest Adani Entity from a debt perspective

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@G2GAjaySharma

Ajay Sharma

2 years

The key issue is Debt at the parent Adani Enterprises level which has been used for the cement acquisition. The FPO was needed to reduce leverage at the parent level. The parent balance sheet is shaky, but the underlying assets are fine. They are real assets as discussed above

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@G2GAjaySharma

Ajay Sharma

2 years

A basic balance sheet analysis which I have borrowed from a very smart friend of mine is given at the end looking at individual businesses. These are very rough numbers. At individual company level, the balance sheet and cash flows are actually ok

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@G2GAjaySharma

Ajay Sharma

1 year

Vow, this is really overwhelming. Thank you so so much for this affection. All because of @vivbajaj 's push and motivation.

@vivbajaj

Learner Vivek Bajaj

1 year

⁦ @AjayFYSharma ⁩ bhaiya This is for you from Pune!! You are becoming universal mentor now.

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@G2GAjaySharma

Ajay Sharma

2 years

Indian banks should be fine in general and there is no systemic banking risk here.

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@G2GAjaySharma

Ajay Sharma

7 months

Amritkaal without half of India's participation? Indepth analysis of woman's participation in the economy & empowerment, through stories and data; by my guru and dear friend Anridhua Dutta @DuttaAnirudha ; an amazing thought leader, analyst and author.

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WOMEN: 50% of India needed for Amrit Kaal and High Income !

An outstanding, in-depth analysis of India ; through simple stories, anecdotes and data from my dear friend Anridhua Dutta. He is the topper of Metallurgy de...

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@G2GAjaySharma

Ajay Sharma

4 months

Can India de-couple? Dollar's future vs Gold? Why China still is gaining manufacturing share globally? One of the best, in-depth interactions on market history and impact on global economy and India; with Kapil Gupta , my dear friend from Nuvama.

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In-Depth Analysis on the Economy, Manufacturing, Exports, USA, China

Can India de-couple? Dollar's future vs Gold? Why China still is gaining manufacturing share globally? One of the best, in-depth interactions on market his...

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@G2GAjaySharma

Ajay Sharma

2 years

Adani Power : 45k cr debt , 13k cr ebidta.. very high leverage, but manageable and not life threatening or something to worry about

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@G2GAjaySharma

Ajay Sharma

2 years

But, not as well covered as Ports in debt to ebidta , but assets are fixed return so again debt should be fine and a bulk of debt is asset level debt escrowed , not corporate level

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@G2GAjaySharma

Ajay Sharma

2 years

SEBI data on F&O... 40 lacs of us are kabootars losing 45,000 crores Only 5000 garudas who make real money!!! Who r u? A follow up to the PIGEONS VIDEO...

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@G2GAjaySharma

Ajay Sharma

2 years

Adani Transmission : ~30k cr debt , half of it is bonds ( approximating ) .. ~6000 cr ebidta .. backed by regulated power transmission assets and Mumbai electricity supply concession ..

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@G2GAjaySharma

Ajay Sharma

1 year

#DussheraSpecial 10 Rules on Investing with @NeerajCNBC Had a lovely conversation. Must watch for everyone. Coming tomorrow on @CNBC_Awaaz at 8PM. Set your reminders. Stay tuned.

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@G2GAjaySharma

Ajay Sharma

2 years

For those interested in a video (In Hindi) on this issue.

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@G2GAjaySharma

Ajay Sharma

1 year

Indian philosophy applied to investing and markets. Extract from an interaction with Neeraj Bajpai @ CNBC Awaaz and Vishal Khandelwal. @NeerajCNBC

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Principles of Investing & Life | @cnbcawaaz

Please share this video with your friends. It is short, 19 minutes of fun, an amazing interaction and is a summary of my core thinking. This video is with gr...

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@G2GAjaySharma

Ajay Sharma

2 years

Indian Paints industry will go from a GREAT industry to a GOOD industry over the next 5 years; leading to industry turmoil and massive de-rating. Peaceful oligopoly with juicy returns will be over !!! This video analyses the same. Thread coming soon too..

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Paints: Destructive War for Asian, Berger, Indigo. De-rating Soon ?

Consolidation and cooperation in industry structure leads to improvement in pricing power and returns on capital. This leads to Good Companies becoming GREAT...

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@G2GAjaySharma

Ajay Sharma

6 months

Is AI an immature child like Baby Hanuman ( whose superpowers were curtailed 1) till he was an "adult" : RIGHT TIME 2) till those superpowers were "needed" !! RIGHT CAUSE We need Jambavans today ? The DHARMA & Ethics of AI before it's too late?

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GOOD, BAD & UGLY : AI & our Money, Kids, India?

Second Video on AI which raises more questions than answers ! Hi friends, I am Ajay Sharma. I have been an active investor and a serial entrepreneur living i...

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@G2GAjaySharma

Ajay Sharma

6 months

When INSIDERS @mustafasuleyman , @MGawdat , start raising alarm bells about what they help build, AI, we need to notice. JOBS, NATION STATES at risk. FEW Winners, BILLIONS of losers! The coming Tsunami, What should INDIA do? COOPERATE or PERISH !!

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India LOSING AI War? FEW winners, MANY losers ! Cooperate or PERISH

The most important technological change in our lifetimes is AI and IF INDIA HAS TO SUCCEED, we cannot work in silos. The concentration of technology value ch...

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@G2GAjaySharma

Ajay Sharma

2 years

Hey all, I'm thrilled to announce that I’ll be joining the 3rd edition of #Face2Face Conclave by ⁦ @elearnmarkets ⁩ this March. Looking forward to interacting with you. To book your tickets, register at See you! #NetworkIsNetworth #Face2FaceGoa @vivbajaj

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@G2GAjaySharma

Ajay Sharma

29 days

Doing Good and Making Money while Doing Good, that defines my dear friend and guru, @Raivineet @AavishkaarVC A masterclass in Impact Investing, Microfinance, AI, Climate change. Invested in 110 startups & created more than 40,000 crores ($5bn+) in Value

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Masterclass on India Investing, Future Sectors, Startups and Entrep...

Vineet Rai of Avishkaar has invested in 110 startups and created more than 50,000 crores in Value by Doing Good and Making Money while Doing Good. A mastercl...

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@G2GAjaySharma

Ajay Sharma

2 years

Big fish in a small pond or small fish in a big pond? Which type of companies should we Invest in? Find out 👉

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@G2GAjaySharma

Ajay Sharma

1 year

Who makes more money ? An Active Trader or A Patient Investor? A look at the GREATEST TRADER : Jim Simons vs the GREATEST INVESTOR : Warren Buffet

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@G2GAjaySharma

Ajay Sharma

2 years

Animals with high heart rates have lower life spans! Humans evolved from being Hunter Gatherers to Farmers! Survival of the fittest ! Do these laws of nature and evolution apply to our world of Trading & Investing? Watch 👉

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@G2GAjaySharma

Ajay Sharma

2 years

A 2 by 2 on the Loops of Trials and Failures before we Achieve: You Dream, then you are scared of Failure! Overcome Fear, you are halfway there, then just DO IT !! To know more, watch 👉

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@G2GAjaySharma

Ajay Sharma

2 years

Does the Wealth pyramid get skewed completely ? Just some thoughts to ponder on for now. I have been thinking on these lines . What skills do my 9 and 16 year old daughters need in this new world order?

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@G2GAjaySharma

Ajay Sharma

4 months

Emotions and Money-making: How to manage the vice of ENVY, handle stress of losses and urge to BUY more? Why is there a hurry to ACT? How do super investors like Buffet and traders like Jim Simmons handle emotions?

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Price LOW, Exciting HIGH, how great investors do it?

Emotions and Money-making: How to handle stress of losses and urge to BUY more? Why is there envy when we invest? How to super investors like Buffet and trad...

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@G2GAjaySharma

Ajay Sharma

2 years

Scared Bystander, Surface Snorkeller or a Deep Diver ! What's the best way to explore new oceans? And how many oceans can we explore? How many subjects can we become experts of? Watch 👉

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@G2GAjaySharma

Ajay Sharma

2 years

A wonderful metaphor about Pigeons and Investing /Trading Psychology! Watch -

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Behavior Finance in Trading/Investing and Getting RICH!

A wonderful metaphor about Pigeons and Investing /Trading Psychology! 00:00 Introduction01:30 Four pictures about Pigeons and birds : How are they linked to ...

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@G2GAjaySharma

Ajay Sharma

2 years

A 2 by 2 on - What reaction do you get when u enter the room? Smile or Anger? What happens behind your back? Praise or Gossip? What makes a great leader in today's context? Watch the video to find out what happens in the room!! 👉🏼

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@G2GAjaySharma

Ajay Sharma

5 months

G2G philosophy playing out? Paints went from GOOD to GREAT with a peaceful & juicy industry structure. PAINTS-WAR is here, Birla wants share from Asian Paints, Berger! What are paint dealers doing? Margins? Will the industry go from GREAT to GOOD?

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Asian Paints Vs Birla : The FIGHT is here : CLASH OF COLOURS

The PAINTS-WAR is here. A new entrant Birla Opus wants to take share from Asian Paints, Berger, Nerolac and disturb the peaceful industry structure. A follow...

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@G2GAjaySharma

Ajay Sharma

2 years

Mr. Adani has atleast a year to bring back credibility before these 2024 bonds mature and need re-financing and he has enough options : stake sale, asset monetisation, equity etc Getting a few marquee names (aka Goldman-Buffet 2008) could be the best option for the longer term

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@G2GAjaySharma

Ajay Sharma

1 year

What's common to the Ambassador Car, Kodak and Brahma Vishnu Mahesh philosophy ? How can 120 years of Monopoly and Dominance be destroyed in JUST 10 years ? This G2G series video analyses my First Principle when investing in Good-to-Great companies...

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G2G: MY CORE INVESTMENT PRINCIPLE

This video deals with my fundamental philosophy of investing : G2G. Stocks go through the BOOM, then there is GLOOM and finally DOOM. BUY Good to Great, AVOI...

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@G2GAjaySharma

Ajay Sharma

1 year

Excited to share that I'll be speaking on Good Investing to Great Investing: Balancing Strategy and Self-Mastery at this webinar on Sunday! Can't wait to share my insights with you all! Join me by becoming a part of the StockEdge Club at

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@G2GAjaySharma

Ajay Sharma

4 months

FRAUD or NOT? A company bought a plane? Will you BUY or SELL the shares? This video deals with several questions in investing and a satire (poem) on accounting frauds.

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BUY OR SELL? Good or BAD Corporate Governance ? How to Know?

A company bought a plane? Will you BUY or SELL the shares? This video deals with several questions in investing that were raised in the Kolkata event organis...

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@G2GAjaySharma

Ajay Sharma

2 years

The Big-Tech AI owners will be very few at the top of the pyramid. This time the "automation" will not be democratic like physical machines. Does that squeeze the middle ?

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@G2GAjaySharma

Ajay Sharma

2 years

Price action after stock price correction in Adani names. Ports & Asset-Backed Green bonds have recovered to ~90 cents, clearly showing that bond holders are confident to get their money back in these names. These are not panic prices ! But Vanilla Green is still in panic mode!

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@G2GAjaySharma

Ajay Sharma

2 years

FPO Optimism kicks in, the riskiest Adani Green Vanilla bond rallies.

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@G2GAjaySharma

Ajay Sharma

7 months

Another amazing Q&A with the witty Neeraj Vajpai @NeerajCNBC at CNBC Azaaz. Should we be LAZY or CLEVER? Does AGE MATTER for being an entrepreneur? 10 bagger ideas? Capital Goods sector and many probing questions (Extracts from the discussion)

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Capital Goods? SIZING of stocks, 10 baggers !

Another amazing Q&A with the witty Niraj Vajpai at CNBC Awaaz. Should we be LAZY or CLEVER? Does AGE MATTER from being an entrepreneur? 10 bagger ideas? and ...

www.youtube.com

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@G2GAjaySharma

Ajay Sharma

2 years

When investing we often have to make choices among A Good and Another Good opportunity. Sometimes what we pass on turns out be a "profitable" missed opportunity OR what we buy, we regret not having bought enough!! Watch 👉

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@G2GAjaySharma

Ajay Sharma

2 years

What's the connection between Charles Darwin, the Indian cricket team of 1983, 2011 and 2022 ... and what has this got to do with investing the easy way... Index ETF? Watch -

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@G2GAjaySharma

Ajay Sharma

2 years

One upon a time there were 4 types of jobs. 1st was Manual labour which was routine and repetitive

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@G2GAjaySharma

Ajay Sharma

2 years

Now the Stock Price Action (AFTER 30-50% fall). Three names closed positive last Friday (Ports, ACC, Ambuja). Enterprise (Yellow) was flat and the other names were in lower circuit (Red). I have given the same colour codes to the names in the chart below, as per price action.

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@G2GAjaySharma

Ajay Sharma

2 years

What happens when a company makes the same mistake 20 years apart? Lupin !! From Rakesh Jhunjhunwala to the founder Dr. D B Gupta ... my 20 years looking at the company... will they turn things around ? G2G video Good or Great ?

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Lupin: Value Creation to Destruction! Why? Is there a pattern?

History does not repeat, it rhymes they say. What happens when a good company makes the same mistake twice? My interactions with Lupin started more than 20 y...

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@G2GAjaySharma

Ajay Sharma

2 years

The price action before the FPO optimism of the three bonds. Adani Ports & SEZ is Blue Adani Green Asset Backed is Green Adani Green vanilla is Red. Not much differentiation ... trading between 92 to 97 cents

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@G2GAjaySharma

Ajay Sharma

2 years

I think Solar assets have a finite life (25 years typically) and have zero terminal value while Ports and Cement have some terminal value. Current market caps could lead to more pain in the Red names

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@G2GAjaySharma

Ajay Sharma

2 years

But in the new world order with AI Automation, a new class is emerging ...FEW ELITE BIG-TECH

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@G2GAjaySharma

Ajay Sharma

2 years

4th of course were jobs which needed creativity and the brain i.e. cognitive non-repetitive : doctors, sales , CEOs etc. Usually people with higher levels of education and most of us on Twitter I assume...

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@G2GAjaySharma

Ajay Sharma

2 years

@pawanaroraleo Thank you Pawan

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@G2GAjaySharma

Ajay Sharma

2 years

What happens now? Most of us on Twitter have cognitive jobs/careers. With automation cognitive repetitive (BLUE) jobs have stagnated for 30 years. With AI, do Cognitive Creative (GREEN) jobs also go the same way? Will Humans AND/OR AI become the future normal? #chatgpt

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@G2GAjaySharma

Ajay Sharma

2 years

First, the bonds... I looked at three bonds, all maturing next year. Adani Ports (ADSEZ 3 ⅜ 07/24/24) and Two bonds of the same company Adani Green (one restricted with certain assets : ADGREG 6 ¼ 12/10/24), other vanilla (ADANIG 4 ⅜ 09/08/24)

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@G2GAjaySharma

Ajay Sharma

2 years

Now we compare the number of people in each job type in a developing country like India. It is clearly bottom heavy...

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@G2GAjaySharma

Ajay Sharma

2 years

Stock price dispersion has started. But absolute market caps of Green, Transmission and Gas are around ~$20bn USD each. While combined M Cap of cash flow generating Ports, ACC and Ambuja is ~$25bn.

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@G2GAjaySharma

Ajay Sharma

2 years

This is one of the best data-points I found to show this job migration over the past 40 years. In the US, in 1983 there were about 3m jobs from the red, blue and green boxes. But by 2014, Cognitive, non repetitive jobs had doubled, while two others stayed flat.

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@G2GAjaySharma

Ajay Sharma

2 years

Non-repetitive , non-routine jobs have seen growth over the past few decades

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@G2GAjaySharma

Ajay Sharma

2 years

2nd was Manual but non-repetitive. e.g. dancer, yoga teacher. For simplicity I am counting these are manual although they have a cognitive component as well.

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@G2GAjaySharma

Ajay Sharma

2 years

There is an error in the above: It should read: The issue is Debt at the parent Adani level which has been used for the cement acquisition.

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@G2GAjaySharma

Ajay Sharma

2 years

3rd was Cognitive-repetitive jobs include tasks done by secretaries, bookkeepers, filing clerks or bank tellers

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@G2GAjaySharma

Ajay Sharma

2 years

While a developed country sees job growth at the top because of higher levels of education, higher mechanisation and higher contribution to services in GDP

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@G2GAjaySharma

Ajay Sharma

2 years

Mechanisation has led to reduction in Manual Repetitive jobs for hundred of years

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@G2GAjaySharma

Ajay Sharma

2 years

When the world was mechanising, the machine makers were distributed across the world and the growth was more democratic. e.g. farm equipment, cars etc. were made in Americas, Europe and in Asia. The Mechanisation/automation was not concentrated with a few...

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@G2GAjaySharma

Ajay Sharma

2 years

Hardware, Software and outsourcing together have automated/reduce Cognitive Repetitive jobs

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@G2GAjaySharma

Ajay Sharma

2 years

@vivbajaj @Twitter Glad to be here

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@G2GAjaySharma

Ajay Sharma

2 years

Now, lets talk about the wealth pyramid in developing nations for the 4 type of jobs. There is a large skew towards the top and the inequality is getting worse

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@G2GAjaySharma

Ajay Sharma

1 year

Sorry for the mis-information. Coming today at 8PM only on @CNBC_Awaaz

@G2GAjaySharma

Ajay Sharma

1 year

#DussheraSpecial 10 Rules on Investing with @NeerajCNBC Had a lovely conversation. Must watch for everyone. Coming tomorrow on @CNBC_Awaaz at 8PM. Set your reminders. Stay tuned.

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@G2GAjaySharma

Ajay Sharma

2 years

We had a basic 2 by 2 with broad classification of the jobs and it gets interesting from here....

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@G2GAjaySharma

Ajay Sharma

2 years

Attention all traders and investors! This is your final call to attend the Face2Face Conclave in Goa! Get ready to gain valuable insights, maximize your earnings, & expand your network. But hurry, bookings are closing in a few hours!⌛️ 🔗 #Face2FaceGoa

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