Neil Bahal @NeilBahal Twitter profile

Last Seen Profiles

@C_torihiki_

@LowProCessna

@bokeplokalmalam

@pudgy_penguins

@szlevyxs

@Leslie60339824

@Jbirk_04

@T_SSBU

@hanaymis

@Winter_MD

@itsonyekachigbo

@senexAD

@06melihgokcek

@titlzd

@CMAU_Uganda

@dokodoko_k

@Mr_Solution_RSA

@bokeplokalmalam

@daniel_elazar

@fantasi_emak

@IEA

@77eror

@getFANDOM

@cellbit

@FuraFuraRC

@yhxieq0

@henryrl89

@loserclubreborn

@eroticaVR360

@England

@dr_yoshito_

@S_U_C_T_I_O_N

@A__E__90

@FluTinder_

@StephenNic99197

Neil Bahal

@NeilBahal

1 year

I was quite shocked to know that India's per capita consumption of Coffee is just 100 grams annually. Global average is 2kgs. Philippines is 3.6kgs, growing 14% annually. India has a long, long way to grow, in the Very, Exciting Business of Coffee ☕..

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Neil Bahal

@NeilBahal

2 years

We need a 'Smallcap ETF'. Any AMC listening? Hello?🙏

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Neil Bahal

@NeilBahal

2 years

Cinema foot falls are still at just 50% of pre covid numbers. I think viewers know that all movies very soon come on OTT. Hence maybe?

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Neil Bahal

@NeilBahal

1 month

US markets have seen decades on rally despite much higher capital gains taxes. Indian market, long term trajectory remains intact and strong as ever. 12.5% is a non event, in the long run. Focus on India's growth trajectory.

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Neil Bahal

@NeilBahal

1 year

Market is nervous, some investors are panicking but promoters across various industries are pressing ahead with big capex. Who will be proven right in next 4-5 years?

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Neil Bahal

@NeilBahal

1 year

One of the best things the Indian Govt has done is Ban Tik-Tok. Trust me, it will maintain the mental sanity and IQ of the Indian youth..

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Neil Bahal

@NeilBahal

1 year

How is it that it always rains during Janmashtami? Absolutely amazing. Happy Janmashtami everyone 🙏🙏

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Neil Bahal

@NeilBahal

2 years

Invest more in businesses which do not have high depreciation. Depreciation is a real cost.

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Neil Bahal

@NeilBahal

2 years

Buffett calls 'normal EBITDA' as Bullshi* earnings. But now we are seeing 'Adjusted Ebitda'. Basically, double bullshi* earnings.

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Neil Bahal

@NeilBahal

2 years

India has one of the fastest growing HNI population in the world. India will be the world's 4th largest private wealth mkt by 2028. *Financial Services as an emerging trend, keep an eye.

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Neil Bahal

@NeilBahal

3 months

There was a study, that if you likely to ask out a girl from a group of girls.... definitely approach the 2nd or the 3rd prettiest girl because while they are pretty, they often get overlooked due to the prettiest girl and hence they are likely to be less demanding and more

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Neil Bahal

@NeilBahal

1 year

A bad market is the perfect time to remove unwanted stocks from a portfolio and try to shift to better companies which may have even fallen more.

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Neil Bahal

@NeilBahal

2 years

Bacardi: "India is the 'Most Important' emerging market for us". *While we don't own Alcohol stocks, this tells something about the big India opportunity across the board!

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Neil Bahal

@NeilBahal

2 years

Simple habits and behaviour will make us Rich. Spend less, save more is one key habit. But more important than 'Saving' is 'Earning'. Buy stocks when others are predicting lower levels. Screw everyone. Buy strong brands which are cheap.

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Neil Bahal

@NeilBahal

2 years

Healthy correction in the Diagnostic space. They are still WAY above comfort zone, valuation wise. Important sector to have in your watchlist. Wait patiently for much more correction though.

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Neil Bahal

@NeilBahal

1 year

These guys figured out the system long ago 😂.

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Neil Bahal

@NeilBahal

2 years

Electronics trade: FY18 - India exports $6.1 Bln worth, imports $51.5 bln. FY23 - India exports $16bln, imports $55bln. Electronics exports have touched record levels this year. *India emerging as a manufacturing giant is a big event. Note.

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Neil Bahal

@NeilBahal

1 year

So, our home TV has spoilt since 3 days now. On day 1 itself amazing things started happening, the kids forgot about watching TV. Myself too, realised that there is no real need to watch OTT at night, just a waste of time. A lot of real work can be done or just sleep earlier!

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Neil Bahal

@NeilBahal

10 days

It always rains on Janmashtami. Class! Happy Janmashtami everyone :)

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Neil Bahal

@NeilBahal

2 years

A really well balanced Budget yesterday. 1- Surcharge reduced from 37% to 25% and host of other Tax benefits. 2- No increase in Capital Gains Tax rate is a huge relief. Overall, it was a how a Budget should be. Friendly and growth oriented. Well done @nsitharaman ma'am.

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Neil Bahal

@NeilBahal

2 years

India's Airport sector needs to be kept under watchlist. Its going through a very good growth period. The stocks listed here currently are expensive though. Ones to watch though on significant dips. Disc: No holdings personally or via Negen PMS in this space currently.

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Neil Bahal

@NeilBahal

3 months

Be fluid like Water. Flow in the direction where the winds are blowing. Remain invested for long periods, keep rebalancing portfolio every once in a while. Continue SIP. Ensure TV is off.

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Neil Bahal

@NeilBahal

2 years

Investing is not so much numbers and economics. It's more philosophy and understanding people.

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Neil Bahal

@NeilBahal

1 year

There is a significant degradation of society happening in western countries. Touch wood and don't want to jinx, but India is the place to be in. All our dreams will come true in today's India. A reverse brain drain will happen over the next 10-20 years...PPL will come here..

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Neil Bahal

@NeilBahal

1 year

Investors are Glum. Promoters are busy expanding capacities. Which is the smart money on a 5yr scale?

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Neil Bahal

@NeilBahal

1 year

With Woke mindset gripping the western world, it is quite clear and easy to predict the continued rise of India and China. While the youth in the West are distracted with various matters, Indian youth have a distinct advantage over the next 25-50 years. Young India, it's your

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Neil Bahal

@NeilBahal

2 years

Covid is gone but UPI is going very strong. This is amazing for India's long term story. Screw bearishness.

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Neil Bahal

@NeilBahal

2 years

Sorry to say, but most of the deals I see in the startup world, I wouldnt touch even with a 100 foot pole. No wonder the strike rate of most Angel funds are pretty low.

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Neil Bahal

@NeilBahal

1 year

Petcare as a segment is a very big opportunity (it's Fur-tastic!). Two things are happening here: 1- Market is not penetrated. 2- Market is growing at 15-20% annually. Job is to find a profitable player but at very attractive valuation.

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Neil Bahal

@NeilBahal

1 year

Some Indian startups, operating in India, they come with presentation with projections in Dollars $$... Why? 'Rupee' is our currency, have pride in it.

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Neil Bahal

@NeilBahal

1 year

I see people are using ChatGPT to sound very smart in Resumes, Emails, Newsletters. But when these people meet in physical meeting, they are easily caught. ChatGPT is actually making people dumb. Most users of ChatGPT have stopped using/exercising their brains! 😂

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Neil Bahal

@NeilBahal

9 months

FIIs these days....😀 (Don't know source of video, but hilarious).

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Neil Bahal

@NeilBahal

1 year

The more I study about the coffee business, more convinced I get. Big scope and runway in coffee, especially in India.

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Neil Bahal

@NeilBahal

10 months

Team played well, had a flawless tournament. No harm in losing in finals. Chin up everyone.

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Neil Bahal

@NeilBahal

1 year

India's Diesel consumption increases to a record high in April. India will keep growing. Bet on India.

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Neil Bahal

@NeilBahal

1 year

Happy Akshaya Tritiya friends. Start some new personal or work project today.

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Neil Bahal

@NeilBahal

5 months

I had the good fortune of meeting my lifelong Idol, finally, dreams do come true 😅. #parody

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Neil Bahal

@NeilBahal

2 years

It really is a Happy Holi. Thanks to the surprise shower, the AQI in Mumbai has come down to 86 currently vs 200+ over the last few days. Can breathe again.

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Neil Bahal

@NeilBahal

1 year

Got pitched a startup deal, 6mln revenue run rate, loss making, seeking pre money valuation of 55mln. Talking about breakeven in 2024, GMV of 35mln which will scale 35x by 2025 😅😅. *Some people are still in their bubble. Hopefully, cheaper valuations will emerge soon.

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Neil Bahal

@NeilBahal

7 months

Time to brush up on Warren Buffett quotes to make oneself feel better 🙂.

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Neil Bahal

@NeilBahal

11 months

Happy Navaratri my dear friends 🙏🙏

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Neil Bahal

@NeilBahal

2 years

"The company has managed to pass on costs, thus gross margins would stay range bound". This is brand power. For long term investing, this is paramount.

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Neil Bahal

@NeilBahal

5 months

Leaders mostly go to war because they could be viewed as weak and may lose next election. Hope better sense prevails with Iran and Israel. Ofcourse, fund manager also tweets such things because he is probably more worried about his portfolio. It's all pretty much f'cked up,

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Neil Bahal

@NeilBahal

1 year

'83' was a very under rated movie. I recommend this, watch with love for what happened in 1983.

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Neil Bahal

@NeilBahal

1 year

Gold is just a store of value. It does not produce anything. It's only an inflation hedge. Investors should focus on assets which produce or create things. That's where 'Wealth' gets made from.

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Neil Bahal

@NeilBahal

1 year

I have always found walking to help me with ideas and big picture thinking. Pretty interesting to see actual facts.

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Neil Bahal

@NeilBahal

1 year

An investing experiment. Try and value a business first, and only then look at it's stock price/peer group valuation range. It will give you a sense of your own risk parameters.✨

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Neil Bahal

@NeilBahal

1 year

The education system is broken. No thought or training given to young children on 'personal finance', 'goal based investing' etc.. Most normal folk have zero idea of investing goals, personal finance etc... They just do some random,blind mutual fund sip, which takes them

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Neil Bahal

@NeilBahal

1 year

Blue Ocean situation for many sectors and companies in India. It's a time to build great businesses. We as investors, there couldn't be a more exciting time..

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Neil Bahal

@NeilBahal

1 year

World Military spends hit an all time high @ $2.24 Trln. No recession fallout here then.

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Neil Bahal

@NeilBahal

1 year

I think AI could destroy the entire 'education tutoring' landscape in a few years. A lot of disruption is likely to happen across the board.

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Neil Bahal

@NeilBahal

3 months

Be in Auctions where no one is bothered to come.

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Neil Bahal

@NeilBahal

1 year

The number of pets in the world is continuing to rise, which will likely lead to increased demand for petcare products and services. Focus on market leaders but also on attractive valuation, or else, just say NO.

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Neil Bahal

@NeilBahal

1 year

I have not 'Googled' in a long time. AI disruption even for the biggest companies. #chatgpt4

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Neil Bahal

@NeilBahal

1 year

'RoIC' is just one of the many tools to analyse businesses. But a simple fact is that a portfolio of +25% RoIC businesses will very easily outperform a portfolio of less than 20% RoIC businesses over the long run.

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Neil Bahal

@NeilBahal

1 year

Ideally, We need something cheap and not pricing in future growth.

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Neil Bahal

@NeilBahal

1 year

'Climate Change' could be the biggest challenge facing mankind along with Nuke wars and AI going sentient. #Sigh

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Neil Bahal

@NeilBahal

1 year

Funding to Startups has crashed in this April. Valuations have moderated nicely too. This is now a good time to be scouting for deals in the startup space.

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Neil Bahal

@NeilBahal

8 months

Hi everyone, some fake accounts are impersonating me. Please note that we do NOT have any advisory services. The fake account handle is @neiilbahal , kindly report it. (Notice that my name 'Neil' has 'double ii' in this fake handle). We only manage SEBI registered PMS and AIF

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