Abhinav Mehrotra @OldSchoolFinanc Twitter profile

Pinned Tweet

Abhinav Mehrotra

24 days

Momentum Sep-24 Update DIY: 3.40% N50: 3.72% N500: 3.14% ALPHA50: 0.47% N200MOM30: 2.73% XIRR Since Inception: DIY: 40.99% N50: 19.62% N500: 22.51% ALPHA50: 28.21% N200MOM30: 26.70% Relative CY2024 YTD: DIY: 32.06% N50: 20.45% N500: 26.00%

2

0

5

Last Seen Profiles

@stw46

@mccann2507

@MartihAlejo

@pl_r019

@adidasswagg45

@King_O_Karma

@stwmaniax

@Ngapain12

@sunMOONtruth_

@cukienaknikmati

@KeylaKerrq894

@Rabin31957077

@jandakembangstw

@stw_pdg

@bokeplokalmalam

@galery_basah10

@stwmaniax

@Euzefra2

@bokeplokalmalam

@spottedinprod

@vpnizam

@stwmaniax

@bokeplokalmalam

@Cheesecake7825

@grossboatshoes

@ParungPasutri

@dillyn_suggs

@TheeKENLAURENCE

@bokeplokalmalam

@Mr_Izrael

@volannt

@stwmaniax

@mamatskill

@bokeplokalmalam

@pl_r019

Abhinav Mehrotra

@OldSchoolFinanc

3 months

@moneyworks4u_fa There would be steady FCFE from the dealership which can be used for family expenses, saving, investing. In 2 decades his volumes and PAT must have gone up many x. And if he wanted to exit it locally he could get a 15-20 PE exit. It might not be valued at 55 cr but steady CF

6

14

288

Abhinav Mehrotra

@OldSchoolFinanc

1 year

Men are happiest when they are building something meaningful. Their physique, their finances, their legacy. Men who don't work on anything meaningful will always be depressed.

7

29

284

Abhinav Mehrotra

@OldSchoolFinanc

2 years

You can't be bullish on QSR and not be same on healthcare.

9

5

201

Abhinav Mehrotra

@OldSchoolFinanc

1 year

Ujjivan SFB has released a very detailed presentation on their strategy going forward. Let us discuss it in detail in this thread Disclosure-I am invested in the industry & yet will try to be brutally critical and unbiasedly supportive where it is needed. Make of it what you will

8

66

168

Abhinav Mehrotra

@OldSchoolFinanc

5 years

@Prashanth_Krish Here you go sir.

3

34

123

Abhinav Mehrotra

@OldSchoolFinanc

4 years

@contrarianEPS That's what. It is an easy DIY. Shared the guide here. Even shared the ranking for free here as long as I can. And then there is screener, askkuber, tikr, value research which can rank all the stocks by 1yr % change.

Building a DIY Momentum Screener on Google Sheets

Before you start building a screen you need to understand what factor based trading strategies are and how momentum, which is a subset of factors, has performed over the centuries. Below is a repos…

oldschoolfinance.wordpress.com

2

11

92

Abhinav Mehrotra

@OldSchoolFinanc

5 years

Using Pivot Tables/Charts, Slicers & Screener to Semi-Automate Historical Peer Analysis

Firstly, I would like to deeply thank Mr Pratyush Mittal and his team at Screener.in for developing this amazing website and making it freely available to everyone to use, without them this project...

forum.valuepickr.com

2

19

87

Abhinav Mehrotra

@OldSchoolFinanc

5 years

New Post: Indian Asset Management Industry: A data history @contrarianEPS @Prashanth_Krish @alphaideas please do read.

Indian Asset Management Industry: A data History

The best place to learn about the history of the asset management industry is definitely the industry’s regulator website, The history as per AMFI is divided into 4 phases: (MF History) First…

oldschoolfinance.wordpress.com

1

22

76

Abhinav Mehrotra

@OldSchoolFinanc

5 years

Want to study a stock's price history? Use this sheet Includes: 1. Absolute and CAGR return. 2. All-time high, 52 weeks high/low & % change from them. 3. Monthly, 1/3/5/7/10 year rolling returns 4. Drawdown % and days Copy to your google drive before use

Stock Price Historical Data

docs.google.com

5

18

75

Abhinav Mehrotra

@OldSchoolFinanc

2 years

Here is a list I maintain.

5

9

62

Abhinav Mehrotra

@OldSchoolFinanc

1 year

Poonawala's unofficial PR team allegedly caught, paying to promote the company on SM. Very bad if true. If anyone else has gotten such offers please come out, anonymously if you wish.

Khushal Mundra 🇮🇳

@khushalmundra

1 year

I have taken screenshot for those who cannot see the quoted tweet on Poonawalla due to it being deleted by the author (maybe asked to remove it)

3

6

14

3

4

48

Abhinav Mehrotra

@OldSchoolFinanc

5 years

HDFC corporate bond fund vs Franklin Templeton's 6 schemes whose redemptions were halted. Portfolio overlap over all 6 schemes is 3.36% as per March portfolio disclosure. Quality speaks. @Prashanth_Krish @passivefool @abhymurarka @capitalmind_in

HDFC vs Franklin.xlsx

Shared with Dropbox

www.dropbox.com

4

7

42

Abhinav Mehrotra

@OldSchoolFinanc

2 years

@SEBI_India will obviously not level the playing field for the small guy but will introduce needless 2FA, biometric, TOTP login requirements. While 10000s of crores scams happen under their noses (NSE, Karvy). Shame on you SEBI.

4

3

37

Abhinav Mehrotra

@OldSchoolFinanc

2 years

If you are discussing inflation, rate hikes, QT, liquidity drying, FII selling, DDs, currency pairs, etc you are suffering from recency bias. If such things worry/bother you, investing is not for you.

4

1

35

Abhinav Mehrotra

@OldSchoolFinanc

3 years

Indices Return Probabilities

Image Link – Introduction With the disappearance of alpha in large cap active mutual funds, midcap, smallcap and index investing is becoming more popular everyday with the masses, and factor …

oldschoolfinance.wordpress.com

4

9

36

Abhinav Mehrotra

@OldSchoolFinanc

1 year

Unpopular opinion, both FA, TA have similar success rates, i.e, less than 1% (better than options perhaps.) What people ignore is TA has a quick feedback loop, in FA you can spend a decade in delusion.

Neil Borate

@ActusDei

1 year

Does technical analysis work? Lakhs of retail traders think that it works and lose money. It is deceptively simple. You don't need to spend hours pouring over balance sheets or understanding DCF. Just open a chart, draw a trend line and bet crores of rupees. There are always

171

220

1K

3

8

35

Abhinav Mehrotra

@OldSchoolFinanc

5 years

@Kuntalhshah @IndEmbMoscow I have created a live watchlist of companies from this presentation by Kuntal Ji. It will be great to visit this again in 3,5,7,10 years' timeframe. I have added a few names highlighted in yellow which I just couldn't resist, you are free to remove them.

Kuntal Shah Watchlist

docs.google.com

3

10

34

Abhinav Mehrotra

@OldSchoolFinanc

4 years

Sample Portfolio Tracker in Google Sheets

A few people were looking for a way to track their portfolios. Here is a sample tracker I have built on google sheets complete with charts, relative performance, asset allocation, portfolio and ind…

oldschoolfinance.wordpress.com

1

4

34

Abhinav Mehrotra

@OldSchoolFinanc

2 years

In India we can add air pollution, and chemicals in our food chain as well.

1

2

32

Abhinav Mehrotra

@OldSchoolFinanc

6 years

@contrarianEPS Vakrangee - our branches are even better hidden than mr. India.

0

1

32

Abhinav Mehrotra

@OldSchoolFinanc

3 years

@suru27 MCX started sharing transcripts of all their investor meets this quarter. Some are 60+ pg documents. Some are repetitive but a very good explainer of where the business is. Someone in your thread said IEX has more growth levers. Disagree. Have a read if you haven't already.

1

5

31

Abhinav Mehrotra

@OldSchoolFinanc

2 years

The nuclear revolution is starting, soon you will see nuclear taking over industrial and district heating. Nuclear is the only path to decarbonize majority of our civilization in a cost effective manner.

Brian Gitt

@BrianGitt

2 years

Dow Chemical will use small nuclear reactors to hit emission reduction goals. Dow's pursuing nuclear energy because power produced with green hydrogen is cost prohibitive & renewable power can't provide the reliability necessary for manufacturing.

15

63

243

4

10

30

Abhinav Mehrotra

@OldSchoolFinanc

1 year

I have been saying for the past 2 years, ethanol is the most stupid decision, a short sighted govt. Could take. We are transforming slow replenishing water for paper money in farmer's pockets. Might as well give them the money directly if you can print it.

Abhishek Murarka 💹🐂

@abhymurarka

1 year

Reading: India is moving towards a water crisis. Our recent policy shifts (Ethanol, chemicals, semi-conductor) are all water guzzlers, while our water table is getting depleted. Water treatment & desalination is a necessity, but not a solution. #investing

21

44

269

4

30

Abhinav Mehrotra

@OldSchoolFinanc

5 years

Growth vs Exit Multiple Sensitivity Table for ITC.

7

10

30

Abhinav Mehrotra

@OldSchoolFinanc

3 years

@suru27 Link to all the transcripts above. My haphazard notes/highlights of the same below.

Misc. CC Notes

UBS India MidCap Invesco CC May 26 2021 If price of commodity goes up the revenue of exchange goes up. Hedging is nascent in India. Managers do not see the hedge as physical + exchange position. They...

www.evernote.com

0

6

30

Abhinav Mehrotra

@OldSchoolFinanc

5 years

@ashwinidamani @aveekmitra This is a work in progress. Have not had the time to update the KMPs and BoD watchlist. But it is something I have been working on. Corporate Governance Misadventure Database -

4

8

29

Abhinav Mehrotra

@OldSchoolFinanc

4 years

Added a few more technical dashboards, momentum rankings. Have a look.

Home | Old School Finance Data Services

A data sharing blog by oldschoolfinance mostly based on momentum trend following strategies for the Indian equity markets.

abimehrotra.wixsite.com

3

4

29

Abhinav Mehrotra

@OldSchoolFinanc

4 years

Momentum Portfolios Relative Performance Monthly - Cumulative - @deepakshenoy @Prashanth_Krish @WeekendInvestng @MysticWealth11 @mysticfuture @capitalmind_in

4

7

28

Abhinav Mehrotra

@OldSchoolFinanc

3 years

With a 5% position you will survive to invest another day, no matter what happens. With a 50% position odds are against you.

Michael Liu

@michael2017l

3 years

If you have a 5% position that 10 bags you upgrade your reputation but if you have a 50% position that 10 bags you upgrade your life.

40

50

799

2

26

Abhinav Mehrotra

@OldSchoolFinanc

3 years

@contrarianEPS I would tell you but it's effect on you would be transient.

0

1

26

Abhinav Mehrotra

@OldSchoolFinanc

3 years

@deepakvenkatesh On the other hand Shankar baba has caught every bull run and exited before every fall.

2

0

24

Abhinav Mehrotra

@OldSchoolFinanc

2 years

Kent Daniel: Price Momentum via @YouTube

Kent Daniel: Price Momentum

On November 9, 2010, Kent Daniel, professor of Finance and Economics at Columbia Business School, presented Price Momentum. The presentation was part of the ...

www.youtube.com

1

5

25

Abhinav Mehrotra

@OldSchoolFinanc

3 years

Excellent.

1

8

25

Abhinav Mehrotra

@OldSchoolFinanc

7 years

How desperate does a mgmt. have to be to forecast up to FY2030 and perform a valuation themselves in their Investor Presentation. #Selan

3

10

24

Abhinav Mehrotra

@OldSchoolFinanc

5 years

This was 1951. We could have cloned it in 2016. @narendramodi @nsitharaman @alphaideas

richard shotton

@rshotton

5 years

Brilliant idea from the Taiwanese government - they used lotteries to get shoppers to stop firms avoiding tax. In the first year the scheme was introduced, tax receipts went up 75% In Actionable Gamification

5

53

133

0

7

24

Abhinav Mehrotra

@OldSchoolFinanc

3 years

Going by the delayed marriage age trend closing in on geriatric pregnancy agr (35) and rising individualism, a Pan - India IVF clinic, egg freezing services chain, and finally pet related value chain will boom. Western business model trends will come to India faster and faster.

3

2

24

Abhinav Mehrotra

@OldSchoolFinanc

3 years

Chemicals might top out the day NSE comes out with a Chemical Sector index.

Contrarian EPS

@contrarianEPS

3 years

this theme has got extended. it will not deliver good returns while the company will deliver performance. remember Wipro & Infosys? they grew, maintained high roce and good governance… buy lagged index.. for 2 decades.

11

1

99

2

0

21

Abhinav Mehrotra

@OldSchoolFinanc

4 years

Interesting POV. Why is momentum dominating? by @JoachimKlement

Why is momentum dominating?

Much to the chagrin of value and contrarian investors everywhere, markets in the Western world have increasingly been dominated by momentum effect.

klementoninvesting.substack.com

1

3

23

Abhinav Mehrotra

@OldSchoolFinanc

4 years

@stocknladdr Use this sir.

Stock Price Historical Data

docs.google.com

1

4

21

Abhinav Mehrotra

@OldSchoolFinanc

5 years

Where is the under penetration in Life Insurance in India? We are neck to neck with China, US, Australia and close to Asian Average. Sridhar Sivaram of Enam has also pointed the same. Industry growth going forward will be similar to GDP growth. Privates taking over market

15

5

22

Abhinav Mehrotra

@OldSchoolFinanc

6 years

Blending Technicals with Fundamentals: Paired with TechnoFunda Strategies for Investing by @MashraniVivek

Vivek Mashrani On How To Blend Technicals And Fundamentals

Vivek Mashrani advises investors on how to blend fundamental and technical analysis for stock market investing.

www.ndtvprofit.com

1

5

22

Abhinav Mehrotra

@OldSchoolFinanc

2 years

2

20

Abhinav Mehrotra

@OldSchoolFinanc

7 years

@kushalniper @Chirag_rak @Shaharshit90 @porinju The chart you see on whichever site has been adjusted to reflect the bonus shares. Both before and after. Thats why u dont see price halving

1

0

20

Abhinav Mehrotra

@OldSchoolFinanc

6 years

@contrarianEPS SEBI - mera commission de jao, investor ka paisa le jao.

0

21

Abhinav Mehrotra

@OldSchoolFinanc

5 years

Building an Asset Allocation Framework based on Index PEs

Building an Asset Allocation Framework – Part 2

This is part 2 of the series about building an asset allocation framework. We will expand on the previous work which was based on NIFTY50 index and compare the previous work to a similar analysis o…

oldschoolfinance.wordpress.com

0

4

20

Abhinav Mehrotra

@OldSchoolFinanc

1 year

If You Are Not a Liberal at 25, You Have No Heart. If You Are Not a Conservative at 35 You Have No Brain.

5

0

20

Abhinav Mehrotra

@OldSchoolFinanc

4 years

Console tags (beta): Trading journal & tracking goals

We have just launched Console 2.0. While it might look the same as before, the backend has been rewritten from scratch so that we can build analytics, reports, & visualizations crunching vast amounts...

tradingqna.com

1

4

20

Abhinav Mehrotra

@OldSchoolFinanc

3 years

Normally I don't call people out for their mistakes. But when you openly share your opinions as an agent of an advisory firm you have to be more careful. This is the 2nd time I have noticed. Very bad quality of research. Should not share uninformed opinions in public.

Anish Moonka

@AnishA_Moonka

3 years

@PositiveGamma I am talking about scheduled commercial banks; small finance banks are new & untested: only few will become SCB.

0

1

2

0

20

Abhinav Mehrotra

@OldSchoolFinanc

6 years

Must read to understand NETFLIX's potential.

2

6

20

Abhinav Mehrotra

@OldSchoolFinanc

11 months

2

5

20

Abhinav Mehrotra

@OldSchoolFinanc

6 years

This sums up the huge tailwind Copper will have for the next 2 decades. Look for the upstream and downstream players in the copper value chain to find future winners for your portfolio. Copper: Driving the Green Energy Revolution via @Visualcap

0

5

19

Abhinav Mehrotra

@OldSchoolFinanc

7 years

How to kill a business? Hint: Balance Sheet & Cash Flow Sustainability Never Forget: B/S strength can help a company survive a temporary downturn in business. How vulture capitalists ate Toys 'R' Us

0

4

19

Abhinav Mehrotra

@OldSchoolFinanc

3 years

@AmanGupta395 @dcoolsam @Rizvi84Shozab

RESEARCH | Old School Finance

abimehrotra.wixsite.com

3

4

18

Abhinav Mehrotra

@OldSchoolFinanc

7 years

The giraffe is the big popular investor everyone follows into the investment without knowing that his risk tolerance and survival could be higher than yours.

Niteen S Dharmawat, CFA

@niteen_india

7 years

1

0

22

1

2

17

Abhinav Mehrotra

@OldSchoolFinanc

3 years

RBI doesn't let MF houses invest freely in foreign assets, and public is wishing crypto will be legal.

0

1

18

Abhinav Mehrotra

@OldSchoolFinanc

7 years

My latest post: Making Sense of the Cash & Investments at BSE Ltd

Making Sense of the Cash & Investments at BSE Ltd

Caveat Lector – Since we are in the middle of the last quarter of the financial year the calculations shared below only accurately reflect the cash & investment position at BSE at the end…

oldschoolfinance.wordpress.com

2

7

18

Abhinav Mehrotra

@OldSchoolFinanc

2 years

To all the naysayers, India is just starting. Wait and watch us.

Eagle Eye

@SortedEagle

2 years

Are We In India??? No, This Is Bharat…!!!

51

1K

3K

2

16

Abhinav Mehrotra

@OldSchoolFinanc

6 months

Only problem is, Indian OEMs, manufacturers, industrialists, businessmen are better lobbyists than competitors. Instead of competing with a better product they will lobby it out. They are doing the same with GST reduction for hybrids.

The Kaipullai

@thekaipullai

6 months

Unpopular opinion : I am more interested in BYD establishing themselves in India rather than Tesla. Tesla, it they launch in India, will only be a car for the 1% of the 1% of us. It will hardly make a difference in the grand scheme of things. However if we dream of mass

433

379

3K

1

5

16

Abhinav Mehrotra

@OldSchoolFinanc

1 year

Just read in the newspapers today that a Ciaz jumped the divider in the Yamuna expressway and crashed into a Safari. The driver probably snoozed. All occupants of Maruti are dead on the spot. All Tata occupants were injured but safe. Beware of unsafe cars in the name of VFM.

Shravan Venkataraman

@theBuoyantMan

1 year

When you buy Maruti vehicles, this is what you get.

3

14

28

1

4

17

Abhinav Mehrotra

@OldSchoolFinanc

2 years

Bound to raise when growth > roe * retention or reinvestment rate Story of all Indian lenders

Abhishek Murarka 💹🐂

@abhymurarka

2 years

Oct 22nd: Said IDFC First will soon have to raise capital and dilute equity. Nov 4th exchange filing:

2

1

31

2

0

17

Abhinav Mehrotra

@OldSchoolFinanc

2 years

I have always kept the opinion that knowledge should be shared freely. You may not agree with me and that is fine. That is why I have shared what I learnt from @Prashanth_Krish freely on my website. On how to build a DIY momentum strat, where to find rankings. We need to pass our

Chintan Shah

@thecpshah

2 years

You must have seen that I regularly make fun of #Buffettians . Here you will know why. This Oracle has been invited there as a speaker. I bet he will figure out a way to monetise this in the future. But here is more.

1

0

1

5

0

16

Abhinav Mehrotra

@OldSchoolFinanc

3 years

@rajbhagatt I live 3 kms from the bridge. Excellent accurate analysis. Thank you for covering. Illegal mining is also a menace.

3

0

18

Abhinav Mehrotra

@OldSchoolFinanc

2 years

🧠 The Debt Clock is Ticking, by @jameslavish

1

2

14

Abhinav Mehrotra

@OldSchoolFinanc

7 years

CLSA - Housing Boom Ahead. Great insights. Industry profit pool. Follow the value chain.

0

8

16

Abhinav Mehrotra

@OldSchoolFinanc

3 years

😂

0

2

16

Abhinav Mehrotra

@OldSchoolFinanc

3 years

If cryptos are such a great opportunity as advertised by the new age unregulated exchanges. Why don't they just buy them all themselves. Why looking for bakras?

4

1

16

Abhinav Mehrotra

@OldSchoolFinanc

1 year

Bill Gates and his cabal are also working hard to demonize your whole natural nutritious food by labeling them as one of the causes of global warming. The virus has already spread across Europe. They will replace this food with their factory manufactured alternative and control

Shashi Iyengar | Accredited Metabolic Health Coach

@shashiiyengar

1 year

1st they demonized Ghee, Butter & Coconut oil. Asked you to use sunflower, safflower, Rice brand & other junk oils incl canola oil Next they are sending in Trojan horses in form of Vegans who speak against dairy to our gullible population. They are sending in Ultraprocessed

42

128

623

1

16

Abhinav Mehrotra

@OldSchoolFinanc

1 year

When you allow refugees, immigration and give them citizenship you import their politics, religion, and beliefs. You dilute your own culture, way of life, and policies. Your politicians eventually work for their votes. Be like the gulf countries, don't open your borders for

Collin Rugg

@CollinRugg

1 year

JUST IN: The United States Capitol has been taken over inside and outside by pro-Palestine protesters as Rep. Rashida Tlaib spoke with a crowd nearby. Are we only allowed to call people like this insurrections when they are Donald Trump supporters? Police are now making

16K

27K

89K

2

0

16

Abhinav Mehrotra

@OldSchoolFinanc

3 years

MP on IEX from 54 mins. Mohnish Pabrai’s Q&A session with students at the University of Georgia via @YouTube

Mohnish Pabrai’s Q&A session with students at The University of...

University of Georgia | Host: Charlie Warren Oberman | November 18, 2021. ...

www.youtube.com

0

3

16

Abhinav Mehrotra

@OldSchoolFinanc

1 year

If you crush a cockroach you are a hero, if you crush a butterfly you are a villain. Do not be fooled by this world, society's morals have an aesthetic criterion.

1

0

16

Abhinav Mehrotra

@OldSchoolFinanc

3 years

Now divide these 4 by the total number of mutual funds. You will get the probability of getting it right in hindsight. #possibility vs #probability

Bijon

@thetenthman10

3 years

It's tough to earn 26 % CAGR. But is it impossible? Facts suggest no. Returns since inception: 1. Nippon India Small Cap fund: 25 % 2. Motilal Nasdaq 100 ETF: 25 % 3. SBI tax advantage fund series 3: 24% 4. Tata india digital fund: 25% Play wealth games, not status games.

8

6

24

5

1

16

Abhinav Mehrotra

@OldSchoolFinanc

2 years

Total waste of resources. These will never repay the carbon debt embedded during manufacturing, they produce garbage power during operation which increases grid instability and power costs, too costly to recycle, and end of life will leach toxic chemicals in landfills.

Aditya Kondawar

@aditya_kondawar

2 years

India's solar capacity has increased 27 folds in just a decade from 2.32 GW to 63 GW! No other country has grown this fast In fact, India will soon have 6 of the 10 largest solar Parks in the world India has a natural advantage with about 5000 Trillion kWh of Solar energy

5

21

207

4

0

15

Abhinav Mehrotra

@OldSchoolFinanc

7 years

Sharing the 1st note in the series. Ujjivan Small Finance Bank Annual Report FY07 Notes via @wordpressdotcom

2

7

14

Abhinav Mehrotra

@OldSchoolFinanc

6 years

Stock Analysis: KRBL Limited via @wordpressdotcom

Stock Analysis: KRBL Limited

I have been evaluating companies from the standpoint of long term investing for past couple of years now. And, I have realized that without maintenance of elaborate documentation of analysis of com…

harishbalani.wordpress.com

0

4

15

Abhinav Mehrotra

@OldSchoolFinanc

10 months

A strong body is to protect yourself from others, But a strong mind is to protect yourself from you.

0

1

15

Abhinav Mehrotra

@OldSchoolFinanc

5 years

If you watch only one thing today, watch this. People could spend a lifetime introspecting and still not arrive at these insights. Nassim Nicholas Taleb speaks on "How India Can Achieve Anti-fragile Grow... via @YouTube

0

2

14

Abhinav Mehrotra

@OldSchoolFinanc

3 years

An unchallenged life is not worth living. It is through trials and tribulations that great men are forged. One way to guarantee a miserable life for your children is to remove all their hardships.

0

1

15

Abhinav Mehrotra

@OldSchoolFinanc

2 years

A gym is one place where you will find the most non-judgemental group of people, working alone and together, ready to help each other progress. Everyone there remembers the demons they are fighting and they will respect you if you consistently show up to fight yours.

2

1

14

Abhinav Mehrotra

@OldSchoolFinanc

1 year

Same for UK.

Rohit Katwal

@we_are_himachal

1 year

I am from Himachal. I am saying this: 1. We don't need tourists. On the name of tourists we have Unmarried Couples or Druggists. 2. We need to protect our heritage. 3. You want to uplift people, impart skills other than opening a hotel on loan in an unsafe location. 4. Make a

1K

8K

4

0

14

Abhinav Mehrotra

@OldSchoolFinanc

1 year

Everyone in the office who refused to accommodate, should be fired with no pension benefits.

Virali Modi

@Virali01

1 year

PLEASE RT! I am disabled and I got married at the Registrars Office at Khar Mumbai on 16/10/23. The office was on the 2nd floor WITHOUT a lift. They wouldn’t come downstairs for the signatures and I had to be carried up two flights of stairs to get married.

1K

9K

23K

1

14

Abhinav Mehrotra

@OldSchoolFinanc

5 years

Good movie, got some interesting stuff for investors, minority rights, equality, friendship, business. The Banker (2020) -

1

0

13

Abhinav Mehrotra

@OldSchoolFinanc

2 years

UNPREDICTABILITY: Why China and not India? International Business: Why didn't American companies choose India instead of China for manufacturing products? - Haosen Cai, Engineer I’ve come across similar questions from time to time on this very topic and I don’t recall anyone

3

4

13

Abhinav Mehrotra

@OldSchoolFinanc

4 years

@ThePsychooPath @unseenvalue I have created these sector wise company comparison sheets with over 50+ metrics. Hope they will be useful to you. Have the same for customized sector such as insurance, financial services but those are proprietary.

Using Pivot Tables/Charts, Slicers & Screener to Semi-Automate Historical Peer Analysis

Firstly, I would like to deeply thank Mr Pratyush Mittal and his team at Screener.in for developing this amazing website and making it freely available to everyone to use, without them this project...

forum.valuepickr.com

1

4

12

Abhinav Mehrotra

@OldSchoolFinanc

3 years

Why pick on the small guy who lives hand to mouth? Today's sale will go to fill the bellies of their kids. Shameful.

Gaurav Goyal

@gaurav11goyal

3 years

Location: Nehru Place market, #Delhi Delhi - 01.01.2022 It seems that odd even is applicable on shopkeepers only and not on these hawkers. rush during closing time is horrific. Masks are still ‘optional’!! @ArvindKejriwal @CMODelhi #nightcurfew #Omicron #COVID19 #2022NewYear

1

19

21

0

1

14

Abhinav Mehrotra

@OldSchoolFinanc

7 years

Notes on Speciality Chemical Conference 2017 by Phillip Capital Video:

Specialty Chemical Conference 2017 || Panel Discussion

What's the secret behind the humungous success of India's Specialty Chemicals? Something's different from the rest?To figure out, PhillipCapital, showcased a...

www.youtube.com

1

3

13

Abhinav Mehrotra

@OldSchoolFinanc

3 years

@IndiaEtfs Have done a similar study here on NSE50/500.

Building an Asset Allocation Framework – Part 2

This is part 2 of the series about building an asset allocation framework. We will expand on the previous work which was based on NIFTY50 index and compare the previous work to a similar analysis o…

oldschoolfinance.wordpress.com

0

3

13

Abhinav Mehrotra

@OldSchoolFinanc

2 years

Never liked them from the frontloading they did for IPO.

1

14

Abhinav Mehrotra

@OldSchoolFinanc

2 years

#IndiaRising 💪

Aditya Kondawar

@aditya_kondawar

2 years

Vande Bharat Express is India's first world-class, semi-high, engine-less train completely conceptualized, designed, developed, manufactured, & tested in India! Came across some cool facts about the train and the person behind it A thread on the same – Do RT for wider reach :)

34

395

2K

1

2

14

Abhinav Mehrotra

@OldSchoolFinanc

1 year

Momentum Jul-23 Update DIY: 14.65% N50: 2.94% N500: 3.83% ALPHA50: 8.63% N200MOM30: 4.52% XIRR Since Inception: DIY: 33.45% N50: 13.40% N500: 14.18% ALPHA50: 12.53% N200MOM30: 13.10%

1

14

Abhinav Mehrotra

@OldSchoolFinanc

4 years

@contrarianEPS To build the strategy you just need to decide between, 1. 3/6/9/12m lookback period or a mix 2. Volatility adjustable using sharpe/sortino 3. Rebalance frequency weekly/monthly/quarterly. 4. Other filters like daily turnover, % from ATH etc. 5. Stock universe 50/100/200/500/all

0

14

Abhinav Mehrotra

@OldSchoolFinanc

3 years

@Moneylifers @Coolfundoo @faltoo @screener_in Sir I have created a tool to download and visually compare the historical fundamental data from screener in a semi-automated way.

Using Pivot Tables/Charts, Slicers & Screener to Semi-Automate Historical Peer Analysis

Firstly, I would like to deeply thank Mr Pratyush Mittal and his team at Screener.in for developing this amazing website and making it freely available to everyone to use, without them this project…

oldschoolfinance.wordpress.com

1

2

14

Abhinav Mehrotra

@OldSchoolFinanc

5 years

@contrarianEPS @remindmetweets in 10 years

1

12

Abhinav Mehrotra

@OldSchoolFinanc

5 years

NBFCs are a minefield, one has to be thorough before taking every step. Ex. Indostar tables a resolution in an upcoming EGM to provide a small loan to the related party of their CEO. When questions raised by shareholders the resolution is disabled. Says alot about mgmt quality.

2

1

14

Abhinav Mehrotra

@OldSchoolFinanc

1 year

Indus civilization had better drainage systems a millennia back. 🤣

Vishal Bhargava

@VishalBhargava5

1 year

Gurgaon: The Millennium City

139

190

1K

2

13

Abhinav Mehrotra

@OldSchoolFinanc

2 years

The decline of human civilization has started. War against natural animal protein/fat (they will come for your paneer, ghee next, vegetarians) will deteriorate the strength of humans. Corporatisation of food and pandering to minorities (ex. crazy vegans) will make us weak.

2

12

Abhinav Mehrotra

@OldSchoolFinanc

5 years

Most of the horses in India are dressed up to look good. You will never know what cancer is festering inside. Even the jockeys have made side bets against you to fail and keep the winnings. The playing field is much more evolved here.

Ravichand

@stocknladdr

5 years

A Wonderful business at High Valuation OR A Normal business at low valuation... Will you buy HDFC Bank at P/BV of over 4.2 or YES Bank at 0.80 P/BV ? (just an example) which one makes better investment sense ? Read what Combs has to say......

5

12

66

1

3

13

Abhinav Mehrotra

@OldSchoolFinanc

11 months

Perhaps a name change to Sinking Giants is more apt.

0

13

Abhinav Mehrotra

@OldSchoolFinanc

3 years

Fintech is that cocky teenager who thinks his father is wrong.

Arvind Datta

@datta_arvind

3 years

None of the lending Fintech's financials are available in public domain. I just found for Lendingkart For Q2FY22 The revenue was Rs 125 Cr Credit Loss was Rs 217 Cr (70% more than revenue) Loss was Rs 132 Cr which was more than the Quarter's revenue. Their loan book is Rs 1860Cr

21

17

177

0

12

Abhinav Mehrotra

@OldSchoolFinanc

3 years

Saurabh, more than 90% exits are normal in momentum portfolio. Even for the ones where stocks hit LC, one is not giving up gains and not invested capital. At highs one was getting 300+% return and by the exit the return is lower. In rare cases it goes -ve.

kumar saurabh

@suru27

3 years

Momentum investors : You will get time to buy, you won't get time to sell. Plan your sell criteria before entry else it could deadly If you ve got emotions while selling n you r doing momentum investing.. Double deadly Some counters will leave poor memories..

5

14

151

3

0

13

Abhinav Mehrotra

@OldSchoolFinanc

6 years

30 Legendary Startup Pitch Decks And What You Can Learn From Them via @piktochart

0

4

13