Lalit Rathi - LKR @lalitinvestor Twitter profile | Pikagi

Pikagi

Lalit Rathi - LKR

@lalitinvestor

32,306

Followers

87

Following

509

Media

9,352

Statuses

Founder - LKR Advisors | Contra Investor | Smallcase - | Website -

Chennai

https://t.co/1B8O76iLvO

Joined March 2011

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

Pinned Tweet

@lalitinvestor

Lalit Rathi - LKR

2 years

My head is spinning seeing Mamaearth DHRP.! Fresh issue 400 crs, OFS - 2000 crs approx. FY22 Revenue - 943 crs, PAT 14 crs. At start of 2022, valued at $1.2 billion. At listing expected to be valued at $3bn. What changed in 12 months for 3x jump in valuation.?!

198

310

2K

Last Seen Profiles

@naru99875997

@ibubohay2

@ChateauVLV

@chidaolezenmeb1

@UniKonstanz

@BabangDarmawan

@MMohamed30804

@bokeplokalmalam

@22Sadfd

@ptSIdodSsqKXA1P

@ran__poe

@DPaH1903

@Jaume_76

@stw_pdg

@Sandy50423195

@Mikefrom614Ohio

@Abdulaziz_Daraj

@player2world

@AlNvnv2

@ainslee48987

@22Sadfd

@mr_gretto

@kristyne65183

@Riyaz_Ctc

@strcwbrryie

@ORTEGZcom

@Dfw2401

@Ahmed__Shah_

@BenJacksonnnn

@BinorRaja

@DaemonJari97519

@DdbSCvIOBK52964

@OnicaVic75702

@FelipeG691

@AlNvnv2

@Jjfisio

@lalitinvestor

Lalit Rathi - LKR

4 years

Everyone speaks about when to buy a stock. Hardly anyone speaks on when to "Sell". Thread on when to sell a stock🧵

84

894

3K

@lalitinvestor

Lalit Rathi - LKR

3 years

*STRONG MONOPOLIES* : *IRCTC* 100% Market share in Rail Network. *IEX* > 90% market share in power trading. *Zydus wellness* > 90% market share in sugar free product. *Eicher motors* > 85% market share in 250cc bikes category.

115

905

3K

@lalitinvestor

Lalit Rathi - LKR

1 year

I keep thinking about these stuff time and again. 90k crs to BSNL given. 3 lac crs in 3 yrs for revival. Imagine petrol could by at 85 Rs if they dint spend this! LPG reduced by 25%. BCCI, richest body is exempt from tax. Rich farmers don't pay any tax. But middle class

@TVMohandasPai

Mohandas Pai

1 year

India to lose 6,500 millionaires in 2023, Dubai and Singapore top choice. Very worrisome ⁦ @FinMinIndia ⁩ is making life more difficult for HNI,too much tax terrorism,too much complex compliance like new TCS.needs to ease ⁦ @narendramodi ⁩ ⁦ @PMO

974

2K

5K

90

475

3K

@lalitinvestor

Lalit Rathi - LKR

4 years

I think ITC should delist and list again.! Bread, bun, cookie maker is getting listed at 100 PE.! ITC ke pass Cigarettes' hain, FMCG hain, Hotels hain, Paper hain, packaging hain, Agri hain - 50 PE toh milega hi milega.! :)

79

123

2K

@lalitinvestor

Lalit Rathi - LKR

4 years

A person buys 31 lac shares of Waterbase on Friday. CNBC Awaaz recommends it Jackpot share today morning. He sells it of today. Clean 60 lacs profit. Kisko kitna khilaya?! @SEBI_India @_Manishh_ @tapak7

Tweet media one

Tweet media two

209

378

2K

@lalitinvestor

Lalit Rathi - LKR

3 years

🇮🇳 Economic Survey for 2021-22 released. 👇Detailed thread of 440 page survey.!🧵 Some very interesting data points 📚 RT for reach🗣️

40

639

2K

@lalitinvestor

Lalit Rathi - LKR

3 years

The valuation of #NykaaIPO is a DAY LIGHT robbery driven by extreme level of greed of promoters and investment bankers. How on earth do you justify valuation jump from 2bn in Jan to 8bn in Oct with no much change on ops.? P.s - Better half is fan of Nykaa

102

179

2K

@lalitinvestor

Lalit Rathi - LKR

1 year

7 Mutual funds via 19 schemes have invested via Anchor in #Mamaearth - 253 crs! Lessons still not learnt. Unit holders should ask tough questions on rationale for making such investments where IPO is extremely over valued. Axis Retirement fund investing in such IPO. I think

Tweet media one

Tweet media two

321

371

2K

@lalitinvestor

Lalit Rathi - LKR

3 years

On a day when RBI maintained status quo, Sri Lanka raised its Bank rates by 700 bps. YES, YOU READ IT right. Pak is on bankruptcy with no head. China is struggling with growth. You should feel lucky to be in 🇮🇳 Make the most and give back the most this decade.!

57

129

1K

@lalitinvestor

Lalit Rathi - LKR

2 years

Have reduced my trips to Mumbai drastically in last 1 yr. It's a suckers life which people live (in guise of spirit of Mumbai). No one can ever solve Mumbai infra mess. Just blown out city where people spend 1/3rd of their lives on road. #Mumbai

128

93

1K

@lalitinvestor

Lalit Rathi - LKR

4 years

SEBI bans Hemant Ghai of CNBC Awaaz from recommending stocks. Front running done by him thru his family members making a profit of 3 crs till May 2020. Exactly the scam I pointed out. All his 20-20, mauka Chauka banned. Just look at the transactions

@lalitinvestor

Lalit Rathi - LKR

4 years

A person buys 31 lac shares of Waterbase on Friday. CNBC Awaaz recommends it Jackpot share today morning. He sells it of today. Clean 60 lacs profit. Kisko kitna khilaya?! @SEBI_India @_Manishh_ @tapak7

Tweet media one

Tweet media two

209

378

2K

143

318

1K

@lalitinvestor

Lalit Rathi - LKR

2 years

A good fin advisor will never in their right mind recommend ULIPs to their clients/customer base. It's a disaster! Commission on ULIP go as high as 20-25% to advisors. Shame on such Fin influencers who push such products.

Tweet media one

228

171

1K

@lalitinvestor

Lalit Rathi - LKR

3 years

May 18, 2009 when Nifty hit upper circuit (20%) on UPA winning the national elections! Nifty at 4200!

101

235

1K

@lalitinvestor

Lalit Rathi - LKR

3 years

#Tatatele now Mcap of 56,000 crs.! 1000 cr revenue. 2000 crs loss. Never made profits in last 10 yrs. 25k crs liabilities and 25k negative networth.! God bless, Indian Punters. #Hariom

37

100

1K

@lalitinvestor

Lalit Rathi - LKR

3 years

Saw UP results in detail. BJP won Deoband that has >50 % Muslim population, AIMIM lost deposit there. BJP also won Lakhimpur Kheri (where farmers were mowed down by car) and Hathras. Propaganda getting beaten. WELL DONE INDIA.

27

133

1K

@lalitinvestor

Lalit Rathi - LKR

3 years

Big MF who invested for Zomato IPO Axis, ABSL, Kotak, Kotak Nippon, UTI, Motilal Oswal, Franklin, HDFC, Edelweiss, SBI. Next time if you see any fund manager speak in public forum about ROE, profit, margins, pls boycott them. No doubt why 85% MF in India don't beat Index.

53

172

1K

@lalitinvestor

Lalit Rathi - LKR

3 years

Want to know how much Insider trading is prevalent in India? Here you go. Friday Ujjivan was up 18%. Today the 'known' news is out.

Tweet media one

Tweet media two

70

157

988

@lalitinvestor

Lalit Rathi - LKR

2 months

Ground checks has to be first done by exchanges about companies getting listed. This issue closed at 135x subscription. Issue Size - 8.5 crs. Subscriptions - 1075 crs!! Company there since 2008 but Website created in 2024. Google reviews - 61. All of the reviews were done 6

Tweet media one

Tweet media two

@MrRChaudhary

Raghav Chaudhary

2 months

Market not giving a day to do ground checks N 2 stocks rally 15% & 20% Each 😞

0

1

37

62

167

1K

@lalitinvestor

Lalit Rathi - LKR

3 years

Some more correction and then 》 YouTube videos on how to make easy money will stop 》 Don't have FD, invest in equities will stop 》 Comedians will be back to comedy shows. 》20's yr old videos on 3% return a month will stop. 》Old age school don't know new tech will stop.

28

85

915

@lalitinvestor

Lalit Rathi - LKR

3 years

If you want to beat 90% of the smartest of smart guys in market, "Stay Invested for >10 yrs". Rest all is noise on daily basis on what company 'might/should' do.

24

76

878

@lalitinvestor

Lalit Rathi - LKR

2 years

God bless Indian Mutual fund investors. Reckless investing by fund managers. Anchor book of #DelhiveryIPO lesson still not learnt. SBI, HDFC, ICICI Pru, Mirae

Tweet media one

136

182

871

@lalitinvestor

Lalit Rathi - LKR

4 years

Maha Govt has messed up the situation, IMHO. Complete indecisiveness. Utter confusion. BMC has 78k cr reserves. Usable is 51k crs. Spent for covid 900 crs. Even after a yr if they are not able to set up the Infra, they are to be blamed. ZERO accountability. Our taxes in drain.

50

156

882

@lalitinvestor

Lalit Rathi - LKR

3 years

Lovers of ITC If Zomato can list at 1 lac crore Mcap, then ITC which has 60k crs revenue and a cash cannon machine of 15k crs every yr can easily be a 10 lac crore Mcap (4x from present levels). Sahi Bola na?!

45

30

850

@lalitinvestor

Lalit Rathi - LKR

2 months

If this is true, Private middle class employees can better leave India than contribute via taxes to all this! Imagine your tax going to a Govt employee for 25 yrs, whereas you can be fired by your company even tomo! In the limited span of your work life, you have a lot more to

@StableInvestor

Stable Investor

@StableInvestor

2 months

The Govt. has announced a new Unified Pension Scheme (UPS) for the Central Govt. Employees. The scheme, which is quite similar to the Old Pension Scheme provides assured lifelong pension benefits to government employees. The salient features of the UPS are: ⭐️Assured Pension:

87

75

392

61

215

832

@lalitinvestor

Lalit Rathi - LKR

3 years

Free Advice - Have some personal loan.? This is the best time to take some profit off market and close that. P.S - Don't get into debate that future 'return on investment' can be greater than cost of funds. Will block you.! :)

51

56

810

@lalitinvestor

Lalit Rathi - LKR

2 years

#KLRahul knows some really really dirty secrets in BCCI or else it's impossible to have such a batsman in team for so long and that to lead Indian Cricket. Have lost complete interest watching matches. BCCI, pls wake up. Bite the bullet. Dravid is great player but terrible coach.

Tweet media one

52

122

811

@lalitinvestor

Lalit Rathi - LKR

1 year

Hdfc bank new RM tried selling a ULIP plan - Smart protect sanchay plan something. He said you will get 33% returns over next 10 yrs. He asked to check hdfc discovery fund returns and showed it is 33% over last 3 yrs. Then he said to lock in for next 30 yrs. Absolute misselling

126

102

790

@lalitinvestor

Lalit Rathi - LKR

2 years

Promoters selling, angels selling, early investor selling, late investor selling, brand ambassdor selling.! They want all of this to be dumped to retail.! Wah. Assuming a revenue of 1400 crs in FY23, a P/S of 17x.! God save retailers. Still lessons not learnt. #Mamaearth

37

92

756

@lalitinvestor

Lalit Rathi - LKR

3 years

About 1.46 cr share got traded in DHFL today. Similarly 95% stock delivery taken yest. Have investors lost their mind? This is going to become ZERO as clearly given in scheme. So much awareness needs to be brought in India. NSE should have blocked scrip for trading. #DHFL

65

97

724

@lalitinvestor

Lalit Rathi - LKR

3 years

Why is no one even questioning the #Zomato latest investment in AdOnmo.? Acquiring 19.5% for 112 crs investment (valuing entity at 575 crs) which is doing 3 cr revenue. What are we missing.?

109

52

716

@lalitinvestor

Lalit Rathi - LKR

3 years

Want to take a loan.? 10 bankers will come and sit at your home. Chase you, call you every hr. Want to pre pay the loan? You need to chase the bank 10 times and also pay 4 to 5% foreclosure charges! #Hariom

53

57

685

@lalitinvestor

Lalit Rathi - LKR

6 years

Want to create wealth in mkt. Avoid these groups/stocks for life - 1) ADAG 2) Adani 3) SREI 4) JP 5) likes of Dish TV, HCC, Jain Irr 6) Politically affiliated shareholders say DLF, Suntv etc Capital saved equals to wealth created. #Hariom

58

118

657

@lalitinvestor

Lalit Rathi - LKR

3 years

Did you know? Motherson Sumi has 173 Subsidiaries.

34

44

646

@lalitinvestor

Lalit Rathi - LKR

2 years

Reason I love Twitter!

Tweet media one

Tweet media two

9

63

643

@lalitinvestor

Lalit Rathi - LKR

5 years

First you visit Omaha. Then you listen to Warren and Munger Then you are charged up . . . . . . . . And then you will buy ADAG stocks on Monday.!

43

50

612

@lalitinvestor

Lalit Rathi - LKR

2 years

2023 will be the year of SMALL AND MIDCAPS.

31

20

604

@lalitinvestor

Lalit Rathi - LKR

5 years

There is a lot of sync between Ramayan characters and real life Investors. Like - 1) Vibhishan - That type of investor who knows early on, that he is with 'wrong stock' , realizes his mistake and switches quickly (like moving from ADAG to Mukesh group early on)

28

143

602

@lalitinvestor

Lalit Rathi - LKR

2 years

Itna gyan, itni strategies, itna mocking, itna underestimating others and yet not able to beat Nifty returns on 5 yr period (infact on none of the timeframes). #Hariom

Tweet media one

55

48

605

@lalitinvestor

Lalit Rathi - LKR

1 year

Sebi should mandatorily ask Fin influencers to write atleast NISM exams. Majority will anyways fail. First in list should be Akshat. How difficult is it for SEBI to just put a 2 to 3 member team to track all the shit which is getting sold in name of Fin advisory?! 20 yr old

58

56

592

@lalitinvestor

Lalit Rathi - LKR

4 years

My only and only request to @SEBI_India is ask companies to report numbers in one format. Companies present in Rs '000, some in million, some in lacs, some in crs, some full numbers. Absolutely no consistency. A layman can't even understand. For example see IDFC first results.

Tweet media one

49

65

560

@lalitinvestor

Lalit Rathi - LKR

6 years

Motilal Oswal stock is now down 60% from highs. Someone needs to motivate them to "buy right sit tight" !

27

59

537

@lalitinvestor

Lalit Rathi - LKR

3 years

IPO markets should be relooked by SEBI completely for new age startups. Retail investors will lose out big time. 20 cr revenue Ed-tech company, asks 200 cr funds at 750 cr valuations. Ops started last yr. Retail portion already subscribed 5 times. God bless all. #verandaipo

40

78

531

@lalitinvestor

Lalit Rathi - LKR

3 years

It beats me on how the world's largest 2 wheeler mfg which sells 6 million units a year, 30k crs annual revenue, 3k crs cash cow, debt free, huge EV potential going forward, is valued at just 50k crs Mcap! Mkt will RERATE this big time. #Hero

41

40

530

@lalitinvestor

Lalit Rathi - LKR

3 years

Route mobile is now valued at 8x price to revenue (P/S). Last 4 qtrs profit - 35 cr, 37 cr, 32 cr, 26 cr. Mcap crosses - 12k crs. Even if they double profits from here, you are pricing in 40 P/E for CpaaS business. Investors are more confident than the mgmt themselves.!

32

29

525

@lalitinvestor

Lalit Rathi - LKR

2 years

This TWEET was just the peak of Adani stocks! I mean how can one be so shameless. Post this, next 3 days he has changed his stance completely. Same U turn story as crypto. God bless those following him.

50

45

517

@lalitinvestor

Lalit Rathi - LKR

2 years

My respect for @RBI has gone up 10x today! On a day, the Biggest IPO of India opens up, they have come out unhesitant to increase rates by 40bps and CRR by 50bps. #RBI #ratehike #LICIPO

37

21

508

@lalitinvestor

Lalit Rathi - LKR

6 years

Whatsapp groups in last 2 weeks! Example - Stock recommended at 60 Rs. Moves to 20 Rs - Absolute silence. Moves from 20 Rs to 25 Rs - Maine Bola tha and sharing 🚀🚀🚀 in groups! Wah.

31

51

479

@lalitinvestor

Lalit Rathi - LKR

1 year

This article should be right away WITHDRAWN by @livemint . I have never seen such an one sided based article ever. More so a journalist defending it and calling it absurd. To start with, pls stop supporting by stating its a tiny portion of AUM. Even if it 0.00001% it is not fund

@ActusDei

Neil Borate

1 year

The whole ruckus about #mutualfunds investing in #mamaearth IPO is absurd. A fund should not be judged by a single bet with a tiny fraction of its AUM. Most of these funds have beaten their benchmarks. Story by @rohatgi_akshat

Tweet media one

315

37

333

71

92

495

@lalitinvestor

Lalit Rathi - LKR

4 years

PENTAMEDIA in Yr 2000 ADANI GREEN in Yr 2020 Those who know it, will understand it.!

49

20

483

@lalitinvestor

Lalit Rathi - LKR

6 years

Level of commitment is unimaginable. @manoharparrikar presenting the budget. India is moving towards a 'Golden Decade'. How is the Josh.?

Tweet media one

17

95

474

@lalitinvestor

Lalit Rathi - LKR

3 years

Dhfl to delist from Monday. 45,000 crs lost by banks as amt written off. FD holders lost 5,000 crs Equity share holders lost 15,000 crs Mcap. Yet not even a single bank official or KMP is in 'Jail'.

Tweet media one

@lalitinvestor

Lalit Rathi - LKR

3 years

About 1.46 cr share got traded in DHFL today. Similarly 95% stock delivery taken yest. Have investors lost their mind? This is going to become ZERO as clearly given in scheme. So much awareness needs to be brought in India. NSE should have blocked scrip for trading. #DHFL

65

97

724

53

151

472

@lalitinvestor

Lalit Rathi - LKR

4 years

INDIGO reports a loss of 2800 crs. It took them 10 yrs to build a reserve of 5600 and just 60 days lockdown wiped off half the networth. Airlines is indeed a tough business. Continue to be HIGHLY BULLISH on Indigo as normalcy returns. CMP 900.

23

41

476

@lalitinvestor

Lalit Rathi - LKR

7 years

I select an easier way of choosing Midcap stocks to buy. I avoid those stocks where LIC holds significant stake. 1) Gitanjali 2) PCJ 3) Reliance Naval 4) Rajesh Exports 5) Rcom 6) Rpower 7) Videocon 8) Amtek Auto 9) Alok Industries 10) Opta circuits List goes on.....!

45

107

452

@lalitinvestor

Lalit Rathi - LKR

5 years

Heard Manmohan Singh speech post 1992 Budget. 46 mins of sheer brilliance.! Such a vision he had for India 27 yrs back. Was so aggressive as well. Here is the link - Atleast listen it for a minute.

24

109

444

@lalitinvestor

Lalit Rathi - LKR

6 years

Diwali "Pataka" 2017 by SP Tulsian. Dalmia Bharat - (52%) Eon electric - (70%) Leel - (77%) Indian toners - (51%) Wah, kya Bomb tha. Sab ko Mar diya. #Hariom

64

78

443

@lalitinvestor

Lalit Rathi - LKR

4 years

NDA will lose elections in 2024 only & only bcoz of one person, the Fin Min @nsitharaman Your own minister @nitin_gadkari said its been 40 days since he gave proposals for MSME. Economy is on BRINK of collapse.

Tweet card media

MSME sector is on the verge of collapse, says Nitin Gadkari

Economy News:MSME sector is on the verge of collapse, says Nitin Gadkari

www.thehindubusinessline.com

61

152

442

@lalitinvestor

Lalit Rathi - LKR

4 months

My head is spinning seeing some of the valuation of SME companies. I understand these are small companies with some potential but under disguise of "betting on promoters", valuations of these companies are above moon, IMHO. For ex, See Owais metals. Got listed just 3 months

30

59

437

@lalitinvestor

Lalit Rathi - LKR

10 months

I will tell you what all has not been mentioned in below tweet! > Losses - FY21 - 199 crs, - FY22 - 784 crs, - FY23 - 1472 crs (Revenue - 2600 crs) > Company attrition rate - 47%. Every 2 yrs, new team, technically.! > Fresh Issue - Rs 5,500 crs, OFS - 2,000 crs

@blitzkreigm

Mangalam Maloo

10 months

OLA ELECTRIC IPO Can it be India’s Tesla moment? First public offering by an auto company in the last 20 years First pure-play EV company to list on Indian bourses FY23 Revenue up from 373 Cr to 2631 Cr YoY The company has been consistently improving its gross margins

94

59

240

47

79

429

@lalitinvestor

Lalit Rathi - LKR

3 years

One more. Pandya ka funda. Pradeep Pandya Banned outright by SEBI for front dealing. Just ban the entire channel. 87 page order. Clear trades. Even after Hemant ghai was sent out they continued this shit.

@lalitinvestor

Lalit Rathi - LKR

4 years

SEBI bans Hemant Ghai of CNBC Awaaz from recommending stocks. Front running done by him thru his family members making a profit of 3 crs till May 2020. Exactly the scam I pointed out. All his 20-20, mauka Chauka banned. Just look at the transactions

143

318

1K

36

100

414

@lalitinvestor

Lalit Rathi - LKR

4 years

Just for you to know how much potential India has - No of companies > 10 lac crore Mcap India - 1 - Reliance China - 8 US - 46 This decade can truly be ours. Stay Invested.! #relianceagm

7

34

392

@lalitinvestor

Lalit Rathi - LKR

5 years

*List of HERO TO ZERO Stocks* 1. Reliance Infra - 2500 > 42.70 2. Rel Capital - 2924 > 62 3. Rel Power - 430 > 4.15 4. R COM - 800 > 1.45 5. R NAVAL - 117 > 3 6. DHFL - 690 > 62.90 7. Jet Airways - 883 > 33 8. Jain Irrigation - 264 > 25 9. PC jewellers - 600 > 45 #Hariom

34

122

389

@lalitinvestor

Lalit Rathi - LKR

4 years

Reliance added 1,00,000 crs of Mcap, just today.! Basically it added, 1 Bajaj Auto or 3 HPCL or 5 Apollo Hospitals or 8 BHEL or Entire PSU banks bucket (Ex SBI) MAMMOTH!

11

30

381

@lalitinvestor

Lalit Rathi - LKR

3 years

Making videos on momentum stocks - OVERRATED Making videos on value stocks - UNDERRATED #investing

10

14

378

@lalitinvestor

Lalit Rathi - LKR

3 years

Ultimately it is CASH FLOW which matters in any business to sustain for long term. Any company not able to generate CFO will eventually fail. Hence a clear avoid - Zomato IPO. Valuing unlisted business is way different from listed. New age business can't escape that fact.

21

34

380

@lalitinvestor

Lalit Rathi - LKR

6 years

My support for Modi Govt is only going up after seeing the alliance between staunch-rivals BSP&SP. Just to stop one man and India's progress, yeh log kuch bhi Karenge. P.S - Pls go ahead and call me as 'bhakt'. Yes, I don't mind being one, after seeing this. #BSP #SP #alliance

30

93

372

@lalitinvestor

Lalit Rathi - LKR

5 years

Whenever I get a feel in a cycle that i can earn 22-25% returns CAGR over 5 yr period, I watch Enron, Inside Job and the Love of money documentary. It automatically brings down my expectations to 12-13%.! Be happy with that. Against every mutibagger there are 20 MULTIBEGGER's.

3

64

378

@lalitinvestor

Lalit Rathi - LKR

2 years

Removal of LTCG from Debt funds and increasing STT on F&O had did a large of collateral damage to Govt. Lot of clients have shown extreme frustration today. Rightly so. But no alternative. No doubt why dabba trading is so prevalent in India. After a point, people find

44

41

374

@lalitinvestor

Lalit Rathi - LKR

4 years

Mcap VIP Ind - 3,000 crs Godfrey - 5,000 crs MCX - 6,000 crs NIIT Tech - 8,000 crs Manapuram - 12,000 crs Equals Ruchi soya Mcap of 34,000 crs Jai Ramdev baba ki.! P.s - Ruchi > Tata Motors/Tata steel

22

40

378

@lalitinvestor

Lalit Rathi - LKR

4 years

Next 3 months reading starts. Some new, some old. Feels good.

Tweet media one

26

32

374

@lalitinvestor

Lalit Rathi - LKR

3 years

Very surprised on how few Ex TV analyst are supporting Adani group news today. Full year they give gyaan on Patshala and long term investing dil se in good companies. They themselves invest in crap with so many CG issues and have become traders. Hypocrisy ki bhi limit hoti hain.

27

22

355

@lalitinvestor

Lalit Rathi - LKR

4 years

Similarly my respect for @narendramodi has reduced a lot. If at all he really cared of covid situation or people, he would not have held single rally or could have asked EC to postpone the elections. Other parties would have agreed. End of the day, all politicians are same.

@lalitinvestor

Lalit Rathi - LKR

4 years

Maha Govt has messed up the situation, IMHO. Complete indecisiveness. Utter confusion. BMC has 78k cr reserves. Usable is 51k crs. Spent for covid 900 crs. Even after a yr if they are not able to set up the Infra, they are to be blamed. ZERO accountability. Our taxes in drain.

50

156

882

37

47

348

@lalitinvestor

Lalit Rathi - LKR

2 years

HDFC bank is the most pathetic bank when it comes to netbanking. Someone just hit them hard. Utter failure. App super slow in morning, Account blocked, can't reset password as otp to mail not sent, can't reach customer care (8 am to 8 pm), website sucks to guide, RM clueless.

59

47

344

@lalitinvestor

Lalit Rathi - LKR

4 years

Replace Amazon with Reliance. Mota bhai ki jai ho.

Tweet media one

13

31

336

@lalitinvestor

Lalit Rathi - LKR

1 year

Year 2013 - 1,500 crs monthly SIP Year 2023 - 15,000 crs monthly SIP Real winner is Indian retailers.! Amazing wealth creation will happen if they manage to stay in this journey for next 10-15 yrs. #SIP

13

28

342

@lalitinvestor

Lalit Rathi - LKR

6 years

👇 32 Research Reports on Yes bank. Not a Single had Sell recommendation ! An indicator of how the Profession works.

Tweet media one

42

98

332

@lalitinvestor

Lalit Rathi - LKR

3 years

5 yrs back, a 5 Lac cr Mcap company looked huge. Today at 15 lac crs, its normal. 1000 cr mcap looked big in smallcap, today 10k crs looks normal Depth of markets have indeed grown. Indian Mkts have matured. Startups getting listed is another validation. Think 5 yrs from now.

6

17

335

@lalitinvestor

Lalit Rathi - LKR

1 year

🇮🇳 🇮🇳 🇮🇳 If this doesn't give you Goosebumps, nothing else will! Call me a Bhakt, but this is Massive respect for each one of us in 🇮🇳. Shows our bit we did during covid. #PapuaNewGuinea

21

24

339

@lalitinvestor

Lalit Rathi - LKR

6 years

Same analysts who made you exit FMCG at bottom by bringing in Patanjali into picture are now asking you to invest at highs again. They did same thing in IT then Pharma and now PSU banks! . . . . . . They will then hold long term investing conferences. #Hariom

17

55

333

@lalitinvestor

Lalit Rathi - LKR

4 years

Cnbc/moneycontrol in morning said - Govt sources says its difficult to sell stake in BPCL in FY21. Stock cracks 6%. Just before closing says on track quoting Div Secy. Stock recovers fully. Biggest scamsters in markets continue to be them! Huh.

19

37

331

@lalitinvestor

Lalit Rathi - LKR

5 years

HUMANITY WINS OVER BUSINESS.!

Tweet media one

11

65

334

@lalitinvestor

Lalit Rathi - LKR

8 years

@EconomicTimes @Swamy39 - Then wat is this Kurien??

Tweet media one

19

254

296

@lalitinvestor

Lalit Rathi - LKR

5 years

Majority of the policies framed in India are by IAS officers who have absolutely NO experience in running a business. The challenges faced by business on ground level are way different than just understanding and drafting policies. Was clearly seen in this budget as well.

15

62

299

@lalitinvestor

Lalit Rathi - LKR

3 years

In case you have not noticed, every single time when China or US was in trouble, Indian markets used to correct and FII would pull out funds. For first time you will see India is in 'SWEET SPOT'. Call it liquidity or opportunity or lack of options, capture the most this decade.

8

17

301

@lalitinvestor

Lalit Rathi - LKR

6 years

Did u notice, analyst across TV, news papers, magazines this time have selected large caps to high end mid caps (like Britannia types) as Diwali picks cos of backlash they faced. That gives me enough guts to go ahead investing in small and Midcaps. What's your pick?

48

33

280

@lalitinvestor

Lalit Rathi - LKR

2 years

E-Waste might be one of the Industry to watch out for. Opportunity looks to be huge. India is currently the 3rd largest E-waste generating country after China & US. A detailed thread🧵

10

50

284

@lalitinvestor

Lalit Rathi - LKR

6 years

The real problem is the Credit rating agency. That's where every single stuff starts. These guys gave IL&FS 'AAA' Rating. Overnight moved to 'D'. Must be drunk to give AAA at first place with that kind of exposure. Any sudden collapse in past was cos of this overnight to D.

30

66

275

@lalitinvestor

Lalit Rathi - LKR

6 years

At 11600, analyst - this is really right time to enter the mkt. Same analyst at 10600 - this is not the right time to enter the mkt. #momentumanalyst #hariom

10

28

275

@lalitinvestor

Lalit Rathi - LKR

3 years

Effect of Bull market?? Pay off all your loans at YOUR EARLIEST (more so in bull markets). Don't fall in stupid trap of investment returns can/will be greater than cost. You are not a machine. Sleeping in night debt free will give you more peaceful sleep.!

@kunalb11

Kunal Shah

3 years

A lot of people use cash from some bonus type events to pay off home loans. I did that too when I had an exit in 2015. But now with better understanding of money it feels like it’s a bad financial decision to stop a low interest loan v/s earning higher returns via investments.

232

221

4K

14

23

273

@lalitinvestor

Lalit Rathi - LKR

5 years

Can someone pls list #ISRO .? I would like to be a Proud Shareholder of it for life time. Thank you Proud Indian

14

17

268

@lalitinvestor

Lalit Rathi - LKR

3 years

I am yet to see anyone to give a sell call on Adani group. But once stocks fall 30 to 40%, they will come out and say it was "expected/bound to happen". In a bull market, no one has guts to call a top. P.s - If you think it's overvalued, pls go ahead and sell in fut.

25

9

268

@lalitinvestor

Lalit Rathi - LKR

4 years

We will have a massive Bull market next 3 to 4 yrs. There is so much deleveraging going on which is quite surprising. System flood with liquidity. Despite this we are having a commodity cycle pick up. Great mixture for bull market. Find your horse.

18

15

266

@lalitinvestor

Lalit Rathi - LKR

5 years

The entire PSU bucket looks so so superb. Majority at life or 10 yr lows! If govt gets its act right in next 6-9 months, these can easily give 60%+ returns. Oversold and everyone is avoiding this. #Contrapick

42

22

258

@lalitinvestor

Lalit Rathi - LKR

3 years

Companies who have shut their business ops & are bankrupt have moved 300-500% in last one year.! Same old trap for retail. God sake research & visit company once before you buy micro small cap or penny stocks. Efficient mkt hypothesis (EMH) theory goes for a toss in bull market

18

17

259

@lalitinvestor

Lalit Rathi - LKR

1 year

It still beats me blue on why would Mutual funds apply on an IPO like this. I can understand if VC/PE does as that's the risk capital they bet on, but why MF? Just for instance, Co acquired Momspresso in Dec 2021 for 152 crores. Their revenue was 31 crs with net loss of 11 crs

@lalitinvestor

Lalit Rathi - LKR

1 year

7 Mutual funds via 19 schemes have invested via Anchor in #Mamaearth - 253 crs! Lessons still not learnt. Unit holders should ask tough questions on rationale for making such investments where IPO is extremely over valued. Axis Retirement fund investing in such IPO. I think

Tweet media one

Tweet media two

321

371

2K

34

51

255

@lalitinvestor

Lalit Rathi - LKR

1 year

ONDC experience so far is very very bad! So many just comparing the prices between Z & S with ONDC. Many have just not ordered anything so far looks like. Many are mind blown. Don't know for what?! The entire experience sucks to save that 20-25%. Twice orders canceled. 3rd time

52

18

252

@lalitinvestor

Lalit Rathi - LKR

4 years

Never ever travel in @goairlinesindia .! Day night robbery. They will show the flights are avbl. Take the money. Cancel the flight. Instead of refund, give you credit points to travel later. Then say this is our T&C. Can't reach on call. No mail id on website.

49

59

245

@lalitinvestor

Lalit Rathi - LKR

4 years

Getting 100s of personal message thanking me for this and bringing in light to help retail investors. Thank u. But frankly there are lot others are yet to be exposed. One by one aayega. Wait and watch.

@lalitinvestor

Lalit Rathi - LKR

4 years

SEBI bans Hemant Ghai of CNBC Awaaz from recommending stocks. Front running done by him thru his family members making a profit of 3 crs till May 2020. Exactly the scam I pointed out. All his 20-20, mauka Chauka banned. Just look at the transactions

143

318

1K

29

16

236

@lalitinvestor

Lalit Rathi - LKR

1 year

Chemical and Splty chemical sector is most hated today. 12-18 months from now it will be most chased after. #Contra

18

15

242

@lalitinvestor

Lalit Rathi - LKR

3 years

Tell me it's a BULL MARKET, without directly telling me about it! I will start.

Tweet media one

59

8

234