Vineet Bhatia @investor_vineet Twitter profile

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Vineet Bhatia

1 year

You can catch my F2F at below link. Special thanks to @vivbajaj and @Face2Face_ELM team for hosting me. And respectable and warm regard to special mentioned names in video @RakeshPujara1 @niteen_india @jitenkparmar And any one whom i have missed.

Learner Vivek Bajaj

@vivbajaj

1 year

#Face2Face release This conversation with @investor_vineet will open up the new dimension of concentrated portfolio and the risk associated. Also how he made big bets on some stocks to make big money.

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Vineet Bhatia

@investor_vineet

6 months

Seriously

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Vineet Bhatia

@investor_vineet

2 months

@Disciplined_Inv @amazonIN All luxury and high value products have to be bought in person, that's what I have learnt in my experiences with Amazon and flipkart.

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Vineet Bhatia

@investor_vineet

5 months

Annual salary udd gai ek din mei, Or kar lo financial independence 😆😆

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Vineet Bhatia

@investor_vineet

6 months

@AkashTrader Kyu dalna hai aisey schools mei baccho ko? How different the education is? Does the fee guarantee any good education or upbringing? If not - r u just paying for facilities?

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Vineet Bhatia

@investor_vineet

7 months

Right now my wife to me

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Vineet Bhatia

@investor_vineet

7 months

For people who have never visited china, ak baar sun lo pls 🙏🙏🙏 Indian media narratives mei mat pado, china economy surpass karna itna asaan nahi hai.... They r way ahead in every thing... Not that I don't love my country, but positivity ki ek limit hoti hai, though I agree

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Vineet Bhatia

@investor_vineet

7 months

#HDFC

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Vineet Bhatia

@investor_vineet

6 months

Waaree renewable tech Ek najar idhar bhi daalo

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Vineet Bhatia

@investor_vineet

2 months

Gaya portfolio Fir se nokri karni padegi Kabhi Japan gira deta hai Kabhi US Kabhi exit pol Kabhi sitaraman Koi toh saath de do - saari kaaynaat portfolio giraney mei lagi rehti hai

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Vineet Bhatia

@investor_vineet

7 months

Aao paarty karey paisey jala kar

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Vineet Bhatia

@investor_vineet

7 months

@PratibhaGoyal I'll consider it as charges for the ecosystem which is letting me earn 1cr. I understand healthcare and education is sub par in govt institutions and hence you would eventually choose for private education and healthcare. But if taxes are not paid, there is no scope for

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Vineet Bhatia

@investor_vineet

7 months

@aditya_kondawar There is more than what meets the eye in this data, of the 142cr, people if we take 4 family members - only 35.5cr families are there Of these 35.5cr families, even if we take 50% as agriculture and farming families, we are left with 18cr families Of these 18cr families, 7.4cr

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Vineet Bhatia

@investor_vineet

8 months

How much growth of IREDA is already priced in? and where do you see it in next 5 years - a small glance at numbers

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Vineet Bhatia

@investor_vineet

5 months

Kaha hai retail power, jo FII ki selling absorb kar lete they 😆😆😆 Kaha hai DII kry mutual fund flow (SIP money) jo market girney nahi dete they Kaha hai LIC, jo girti hui market utha leta tha Sab 6 din mei sukh gaya kya?

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Vineet Bhatia

@investor_vineet

3 months

Asian paints - ye koi result hai Revenue down YoY Cost up YoY PBT down 20% YoY

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Vineet Bhatia

@investor_vineet

2 years

here is a master thread on top private banks Q1 results in one place @IndraprasthaInv @ajaydhakaajay @Delhi_Investors @BOOMBERG_SQUINT @cautkarshpandey @abhymurarka @saket1974 @saketvaani @mishika_chamria @lakshita_setia @academy_share @Falak_Kalyani @Sheetal9925 @agrawalmohit12

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Vineet Bhatia

@investor_vineet

7 months

@ravihanda There is always a damani above kacholia, and there is an ambani above damani, then there is a zez bezos above ambani... Just being happy in what you got is more satisfying than, who has got what :)

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Vineet Bhatia

@investor_vineet

7 months

Ek stock Pani mei gaya Chapaak Do stock, do stock 5% down, 5% down Chapaak chapaak Teen stock, 3 stock, 3 stock Lower circuit, lower circuit, lower circuit Chapaak, chapaak, chapaak 4 stock, 4 stock, 4 stock, 4 stock Pani mei gaye, pani mei gaye, pani mei gaye, pani mei gaye

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Vineet Bhatia

@investor_vineet

2 years

@TheFigen Isnt it the male trying to attract female? The sentence should be "she is not impressed"

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Vineet Bhatia

@investor_vineet

4 months

Hdfc ADR toh keh raha hai kal bhi sarkaar nahi banegi 😆😆😆

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Vineet Bhatia

@investor_vineet

7 months

#HDFC

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Vineet Bhatia

@investor_vineet

7 months

#HDFC Hila ke dikhao, na neechey jaunga na upar

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Vineet Bhatia

@investor_vineet

7 months

For those who do not understand how equity dilutions kill shareholder returns and why we should keep a track of all equity dilutions - here is a case of Yes Bank equity dilution and how it has destroyed shareholder wealth #YesBank Yes bank had a peak market cap of approx

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Vineet Bhatia

@investor_vineet

6 months

School se atey hi fon chahiye, but fon mey toh chart hai, Son: papa ye kya hai Father: ye chart hai Son: wo jo aap candle wala kehtey ho Father: hanji Son: ye to down ja ra hai Father: yes Son: toh apkey pas kitney paisey hain Father: 100 rupees Son : har baat mei 100 rupees

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Vineet Bhatia

@investor_vineet

7 months

#barbequenation Barbeque Nation : nations most loved LISTED DINE IN restaurant brand- key things to note: before i go into specifics, let me give a brief on unit economics of a primary dine in restaurants Revenue= no of restaurants X no of tables X average cheque size per

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Vineet Bhatia

@investor_vineet

3 months

#HDFCbank Ye koi result hai

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Vineet Bhatia

@investor_vineet

5 months

Duba do sab khatam kar do, jisney bhi FD tudwayi hai, sabkey paisey le lo

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Vineet Bhatia

@investor_vineet

4 months

Dekh raha hai Binod, Jin stocks mei allocation nahi hota hai, unko kaisey bhagaya jata hai

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Vineet Bhatia

@investor_vineet

9 days

Hey prabhu Hey Shriraam Hey Jagannaatham Ye kya hui

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Vineet Bhatia

@investor_vineet

4 months

@RVCJ_FB El insaan sabka time waste kr raha hai...

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Vineet Bhatia

@investor_vineet

7 months

People who r posting on avdhut sathe academy.... Please ek bar apney MBA professors ki taraf bhi dekh lo... Kon kon sa professor CEO hai kisi company mei... He might be doing some thing unethical... But the key question which fintwit keeps asking is, how can u teach if u

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Vineet Bhatia

@investor_vineet

1 year

HDFC current Book value 552 Expected book value after end of March 24- 600 March 25 - 680 March 26 - 780 March 27 - 880 Price today 1500 Fwd BV multiple Fy24- 2.4x Fy25- 2.2x Fy26 - 1.9x Fy27 - 1.7x Min 20 rupee dividend per share/year Marji hai aapki, paisa hai aapka

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Vineet Bhatia

@investor_vineet

2 years

Great time with great minds @saket1974 @arvind_kothari @AI_Feb21 @ishmohit1 @cautkarshpandey @badola_arjun

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Vineet Bhatia

@investor_vineet

3 years

HDFC Ltd standalone P/B stands at 2.5 as of today - a lending biz with 15% RoE, 2.3% RoA - and market leade of housing finance - does it sounds tempting?

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Vineet Bhatia

@investor_vineet

6 months

For people posting on SG mart, Kya aapko business ki samajh hai ya management guidance of 18000cr revenue by FY27 is ur only metric to invest? Aapko sustainable margin pata hai real estate and construction product retailing mei? Kya aap soch rahey hain ki ye india ka

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Vineet Bhatia

@investor_vineet

27 days

#USFed #InterestRates #FOMC Kar dalo analysis paralysis Bata do US interest rate cut sey india mei kon se sector chalengey( kyunki hamari funding toh US se aati hai) Jinko FOMC nahi pata, unki history geography pada do sabko Fir US gdp mei debt trap bhi samjha do kaisey

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Vineet Bhatia

@investor_vineet

6 months

sabhi naye HDFC analysts ke liye - past floating provision data for your reference. even after doing a 10,900, the floating provision is 0.48% of loan book :)

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Vineet Bhatia

@investor_vineet

8 months

jitney marji meme bana lo, fundamentals nahi badlengey HDFC Bank is a great downside protection candidate

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Vineet Bhatia

@investor_vineet

1 year

When going to office is not in ur mind on a random Tuesday morning

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Vineet Bhatia

@investor_vineet

1 month

The new ppf rules are going to distort the asset allocation in most families... Just to counter that decision - it's better to go for gsecs - though returns are taxable but almost at par with ppf - but are you sure that this govt will not introduce tax on ppf in future? These

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Vineet Bhatia

@investor_vineet

5 months

While portfolio is going down everyday I am watching bahubali for 17th time 😆😆😆

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Vineet Bhatia

@investor_vineet

8 months

#hdfcbank HDFC Bank - Q3FY24 - results at a glance Key points to note: 1) Deposit is hard to get in Banking industry right now 2) Loan book growth for a larger lender should grow more aggressively if the lender has higher CAR 3)Asset mix change has led to lower NIMs (Home

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Vineet Bhatia

@investor_vineet

3 months

HDFC BANK - Q1FY25 - results at a glance- #HDFCBank key points to note: 1) no loan and deposit growth 2) casa growth of 3% QoQ 3) NIM increase of 3 bps 4) insurance business revenue takes a hit - so consol level PPOP down 18% QoQ 5) provisions - ex of one off provisions are

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Vineet Bhatia

@investor_vineet

8 months

Here is refined version of IREDA workings Key changes done are below: A) Provisioning was done incorrectly - hence changed the workings on it B) Capital adequacy ratio (CAR) was going below required regulatory limits, hence introduced fund raise in future to meet the capital

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Vineet Bhatia

@investor_vineet

6 months

@pritesh_kakani Bhai dilli mei rehta hu, ghar apna hai, gaadi 10 sal purani hai, 60-80k per month mai kaam ho jata hai.... Baaki aap dekh lo, honey ko toh 1cr bhi kam hai kharcha karney ko.

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Vineet Bhatia

@investor_vineet

1 year

Knowledge Boost Session Ahmedabad - enroute to meet more people and make more bridges :) @lakshita_setia @IshankBansal18 @RiyankArora_ @Anony_mous_Bull

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Vineet Bhatia

@investor_vineet

2 years

Here is a master thread on top private banks Q1 results in one place @Delhi_Investors @IndraprasthaInv @academy_share @agrawalmohit12 @saketvaani @chetanphalak @AdityaD_Shah @abhymurarka @ishmohit1 @Sheetal9925 @Vipinguptaca @IronyMeter

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Vineet Bhatia

@investor_vineet

3 months

@Metikurke When one calls hindi language an alien language, while they fight for quotas to get into govt jobs where official language is either hindi Or english.

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Vineet Bhatia

@investor_vineet

7 months

Bullshit metrics created by Private equity and VCs to fool you to buy non profitable and inefficient companies 1) price to sale/market cap to sales: arey bhai sales is not going to give ur profitability, business efficiency/moat will give u profitability. Ye metric startups ke

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Vineet Bhatia

@investor_vineet

3 years

@Vivek_Investor How smart shaam is - he is able to generate 20% cagr for 25 years, must be prodigy of warren buffet

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Vineet Bhatia

@investor_vineet

6 months

#HDFCBank Prelims are extraordinary Deposit growth of 8% qoq Casa growth of 8% qoq Credit growth 1.5% qoq- retail loans up 3.7%, corporate loans down 2.2% Sara deposit hum choos lenge market sey, kisi ko casa nahi lene dengey, sab term deposit lo, hum casa lenge Yahi hamara

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Vineet Bhatia

@investor_vineet

6 months

@tradeewithharsh Lol, that's the business model...

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Vineet Bhatia

@investor_vineet

6 months

HDFC Bank Q4FY24 - results at a glance @saket1974 @IronyMeter @abhymurarka @kothariabhishek @Delhi_Investors @academy_share @saketvaani @Sheetal9925 @agrawalmohit12 @Vipinguptaca @indian_stockss @lakshita_setia @IshankBansal18 Any one who is questioning on floating

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Vineet Bhatia

@investor_vineet

6 months

#IREDA Out of 60cr free float shares 10cr shares traded today with 30% delivery which is 3cr Bas 5% of free float

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Vineet Bhatia

@investor_vineet

6 months

Almost ready with HDFC workings, final touchups to be done post results

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Vineet Bhatia

@investor_vineet

1 year

The new metrics are out, after market cap to sales, it's now time for order book to market cap Credit: @AdeptMarket

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Vineet Bhatia

@investor_vineet

7 months

Kuch deen imaan bacha hai ya roz yahi kartey rahogey, ek din upar ek din neechey.... Sharam karo.

Vineet Bhatia

@investor_vineet

7 months

Aao paarty karey paisey jala kar

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Vineet Bhatia

@investor_vineet

6 months

@gurjota Gurjot, this will not happen :) For it to happen, you need scarcity of household help people, while our education system is so dud, we will have lot of supply for atleast next 20 years, unless we change some thing in next 10 years then probably in 30 years we will have lesser

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Vineet Bhatia

@investor_vineet

1 year

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Vineet Bhatia

@investor_vineet

6 months

@Stormlander_ I may receive se criticism, but ideally even if not done in past, it should be converted into universal one reservation of below poverty line(BPL) reservation. This can be tracked with pan card, as a person gets job post education, his family comes out of BPL, and hence there off

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Vineet Bhatia

@investor_vineet

1 year

Thank you Pune, it was great having the mindful audience. Thankyou @tradejini and @Trivesh_08 for helping us out at @DInvestJournal @lakshita_setia @HemanthMReddy5 @RiyankArora_ @IshankBansal18

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Vineet Bhatia

@investor_vineet

6 months

@gattu_panda @AkashTrader Bhai ghar pe 4 ghantey de lo baccho ko, or kisi bhi school mei pada lo...

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Vineet Bhatia

@investor_vineet

1 year

#AmazonIndia @amazonIN Received an empty box in delivery and customer service says we delivered perfectly after 6 days of investigation, this is how u treat a 5 year old Amazon prime customer, then god save non prime customers Order id 402-7236203-1264354

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Vineet Bhatia

@investor_vineet

6 months

#IREDA Numbers on expected line Highlighted in yellow column in below screenshot Key things to note: -RoE improvement -Loan asset growth (18% QoQ) (from 50k to 59k cr) -GNPA / NNPA aligning slowly with projections -CRAR falling inline with projections as ROE (17%) is way

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Vineet Bhatia

@investor_vineet

7 months

RHI magnesita Refractories ki kahani over ho gayi kya? It was a darling stock just 12 months back... While steel is still riding, why RHIM is falling?

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Vineet Bhatia

@investor_vineet

7 months

@abhishekk_J We were busy doing MNREGA that time

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Vineet Bhatia

@investor_vineet

6 months

Any one gloating on social media on CASA jump of small fincnace banks, request you to please be clear - its not CASA jump - its a term deposit in disguise of CASA. Almost all small finance banks open saving bank accounts with more than 7% savings interest rate. result: lot of

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Vineet Bhatia

@investor_vineet

1 year

Off to Mumbai - more bridges to be made, travelling with like minds @IshankBansal18 @lakshita_setia @RiyankArora_ @pracheetim @Anony_mous_Bull

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Vineet Bhatia

@investor_vineet

4 months

#alleyesonReasi

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Vineet Bhatia

@investor_vineet

1 year

@academy_share @lakshita_setia @aunbahadur6 @rajatw_official @IshankBansal18

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Vineet Bhatia

@investor_vineet

7 months

I plan to share my HDFC calculations soon after HDFC march results. It will showcase what I have been saying on HDFC since 2 qtrs... Price thoda side mei rakh do, business dekhtey hain ek baar.

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Vineet Bhatia

@investor_vineet

5 months

Bhai ye kya trend hai, company ley numbers, concall snapshot, etc dalney ka Or company ka naam nahi bataney ka, kya fayda hai ye sab karkey, every company is unique and hence name is required to have a further discussion. But nahi - guess the culprit khelna hai, prize milega

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Vineet Bhatia

@investor_vineet

3 months

Please repeat with me Budget is a non event Budget is a non event Budget is a non event Ek din ke chakkar mei apna portfolio mat badal lena😆😆😆

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Vineet Bhatia

@investor_vineet

1 year

Aaj bhej ke dikhao portfolio ka screenshot.... 🤣🤣🤣

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Vineet Bhatia

@investor_vineet

7 months

Any takers?

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Vineet Bhatia

@investor_vineet

1 year

Delhi meetup glimpses... @lakshita_setia busting the new found myths in the age of over simplified data availability.

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Vineet Bhatia

@investor_vineet

4 months

Ab jaa key aya mere Bechain dil ko karaar

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Vineet Bhatia

@investor_vineet

6 months

#HDFCBank Sabhi sey sa-prem nivedan hai. Puraney HDFC bank ki contingency provision pehle dekhey. Uskey baad banayi gayi provision par comment karein 🙏🙏🙏(by the way - this same contingency provision helped hdfc in covid period and gave a huge cushion) In my opinion,

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Vineet Bhatia

@investor_vineet

5 months

If you are hoping your bank RM will help you in anything, just forget about it. Their role is not to help you, their role is to sell you some products which will make bank richer. Poor chaps have targets, they just look at your bank balance and call you without even knowing

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Vineet Bhatia

@investor_vineet

3 months

When I visit a brokerage house, or a big 4 consulting - they r burning their life to get an edge over their competitors - When I visit any govt department - life is so easy - sitting on desk, chatting with a cup of chaye, starting work at 10, going for a lunch at 1 or 2, coming

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Vineet Bhatia

@investor_vineet

2 years

@El_Professor07 @aakankshalovely Thanks to @aakankshalovely i made my first 3 million day

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Vineet Bhatia

@investor_vineet

6 months

Bajaj finance posts lower ROA and ROE, than last quarter and year... That's primarily due to RBI restrictions... Kal peetogey? Kotak ki tareh?

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Vineet Bhatia

@investor_vineet

3 months

Jo log IREDA par bullish hain, please i kindly request - operating profit QoQ is flat despite loan book growth - ye kaisi growth hai?

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Vineet Bhatia

@investor_vineet

2 months

For those tweeting on cognizants 2.5LPA freshers entry role... Just so u know.... There are still many takers for it, because many engineers who graduate from tier 3 colleges have less than 20k per month skillset, while companies take them, spend of them, train them, and hence

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Vineet Bhatia

@investor_vineet

2 years

IDFC First dilution scenarios @abhymurarka @sahil_vi @AnishA_Moonka @saketvaani @saket1974 @ajaydhakaajay @pakuuuman @vinodullal @IronyMeter @Vipinguptaca @Delhi_Investors @academy_share @IndraprasthaInv

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Vineet Bhatia

@investor_vineet

5 months

Sab bhaagti hui companies mei shareholders bad rahey hain, Or ismey 50,000 shareholder kam ho gaye ek quarter mei 😆😆😆

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Vineet Bhatia

@investor_vineet

3 months

Equitas Deposit growth 2x of advances 👏👏👏👏

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Vineet Bhatia

@investor_vineet

2 years

IDFC First Q2 results at a glance @Delhi_Investors @IndraprasthaInv @academy_share @AdityaD_Shah @aditya_kondawar @saketvaani @saket1974 @ishmohit1 @IronyMeter @agrawalmohit12 @Sheetal9925 @Vipinguptaca @abhymurarka @sahil_vi @AnishA_Moonka @chetanphalak

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Vineet Bhatia

@investor_vineet

2 months

@Dutta_Souravd I think otherwise Every body who is in a job Or otherwise should have some exposure to fixed income products (because some goals in life are time based - where debt comes in picture) All time Based goals should be managed by debt. (Like kids education, marriage, retirement)

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Vineet Bhatia

@investor_vineet

2 years

HDFC Bank Q3FY23 - result at a glance @Delhi_Investors @IndraprasthaInv @AdityaD_Shah @aditya_kondawar @saketvaani @saket1974 @ishmohit1 @IronyMeter @agrawalmohit12 @Sheetal9925 @Vipinguptaca @abhymurarka @sahil_vi @AnishA_Moonka @chetanphalak

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Vineet Bhatia

@investor_vineet

2 years

IDFC First results at a glance #idfc @IndraprasthaInv @ajaydhakaajay @agrawalmohit12 @Sheetal9925 @saket1974 @saketvaani @abhymurarka @sahil_vi @lakshita_setia @academy_share @Delhi_Investors @mishika_chamria @cautkarshpandey @suru27 @ishmohit1 @AI_Feb21 @AnishA_Moonka

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Vineet Bhatia

@investor_vineet

7 months

Good morning, Chalo pitayi ke liye taiyaar ho jaao 🤣🤣🤣🤣🤣

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Vineet Bhatia

@investor_vineet

3 years

Market throws unexpected turns to evry1 - another occasion ws when IDFC announcd the deal value - the stock fell the nxt day from 67 to 64. - a ready calculation for your ref @Delhi_Investors @BOOMBERG_SQUINT @pracheetim @Vipinguptaca @agrawalmohit12 @saketvaani @Sheetal9925

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Vineet Bhatia

@investor_vineet

7 months

Allow me to thank @aakankshalovely mam for her conviction and guidance, I have achieved this milestone today. She is a true Gem.

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Vineet Bhatia

@investor_vineet

2 years

All Banks deposit comparison @IndraprasthaInv @ajaydhakaajay @agrawalmohit12 @Sheetal9925 @saket1974 @saketvaani @abhymurarka @sahil_vi @lakshita_setia @academy_share @Delhi_Investors @mishika_chamria @cautkarshpandey @suru27 @ishmohit1 @AI_Feb21 @AnishA_Moonka

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Vineet Bhatia

@investor_vineet

4 months

Hey prabhu hey ram Krishna jaganath premanand itni pitaayi

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Vineet Bhatia

@investor_vineet

6 months

Going by the trend : I am stopping trading from today 😆😆😆 Lo kar lo war😆😆😆

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Vineet Bhatia

@investor_vineet

6 months

Iska asli mazaa toh park se tod kar khaney me hi hai 😆😆😆 Hope you know what it is

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Vineet Bhatia

@investor_vineet

2 months

How can a short seller report talk about a fund which is debt oriented and say the same fund invested in Adani - this clearly poor research. Same with Blackstone. Shame on hinden for this low ball. Indian investors have the capacity to hit a six on low ball 😆😆😆

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