Rahul Goel @rahulgoel477 Twitter profile | Pikagi

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Rahul Goel

@rahulgoel477

3,432

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Former CEO, Equitymaster

Mumbai, India

https://t.co/p0010R50xp

Joined May 2010

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

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@rahulgoel477

Rahul Goel

1 month

The Yen carry trade is nothing. The real carry trade is... Step 1 - Indian retail investors pouring in money in the stock markets via SIPs; this is no ordinary money as it keeps coming month after month with a high degree of dependability Step 2 - A lot of this money is

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@rahulgoel477

Rahul Goel

1 year

Just finished reading "India that is Bharat" by @jsaideepak It should be mandatory reading for everyone. Note: Some may confuse this with right wing vs left wing. It's actually about the impact British colonialism has had on India. It's history. So read it!

@rahulgoel477

Rahul Goel

1 year

Reading @jsaideepak 's brilliant book "India that is Bharat". Based on what I have read so far... It's extremely thought provoking. A must must read.

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Rahul Goel

1 year

One of India's best fund managers, Pankaj Tibrewal, among few others, are cautioning investors about the heady valuations of smallcaps and midcaps. Yet, retail investors refuse to listen. Go figure! Do watch this. Quite instructive how Pankaj makes the case...simple, yet

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Rahul Goel

1 year

You have to give it to @VijayKedia1 for doing whatever it takes to educate investors! I received this in my WA from him earlier today. Do watch! It's a simple, yet powerful message...which needs to be kept in mind in these heady markets. FYI, Vijay was a guest on my podcast

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@rahulgoel477

Rahul Goel

1 year

100K views! All credit to my brilliant guest @VijayKedia1 , one of India's most successful stock pickers. In case you missed this episode of the investor hour, please watch it here -

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Vijay Kedia on Betting Big on Stocks | Investor Hour

Next 10 Years Belong to this Sector - http://www.eqtm.in/o7P5R It’s not for no reason that Vijay Kedia has a cult like following in the Indian stock markets....

www.youtube.com

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Rahul Goel

1 year

A super special episode of the investor hour with Rajeev Thakkar of @PPFAS . Hope you enjoy watching this as much as I did while recording this - @sruthijith @equitymaster @RajeevThakkar @livemint

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Rajeev Thakkar on First Principles Investing | Investor Hour

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3LIf there is one fund manager who has grabbed the attention of investors...

www.youtube.com

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Rahul Goel

1 year

Attended my first session of PPFAS Financial Opportunities Forum. Topic: Navigating the Smallcap Landscape Solid data backed presentation by Rukun . Lots of insightful takeaways. And a brilliant Q&A session. 👏 If you were there, you would know there's something happening in

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@rahulgoel477

Rahul Goel

2 years

In 2022, I hosted some of India's most successful stock pickers on my podcast. I got a chance to dig deep into their journeys, each of which were fascinating... and discuss how they pick stocks and build successful portfolios. Sharing the most liked episodes in this thread...

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@rahulgoel477

Rahul Goel

1 year

@MohnishPabrai 's brilliant story on how to think about passing on wealth to children...and how to nudge them to make the right choices in life. Watch from here... Do share your own thoughts in the comments below... @Equitymaster @sruthijith @livemint

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Mohnish Pabrai on Investing in Stocks that Make “No Sense” | Investor...

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3LPopularly recognised as a disciple of Warren Buffett and Charlie Munger...

www.youtube.com

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Rahul Goel

1 year

@GabbbarSingh I opened an account with @TheOfficialSBI a few months back. Post that did some transactions that required a visit to the branch too. Overall experience - SUPERB. Perhaps, for some, tough to believe. But this is what it was!

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@rahulgoel477

Rahul Goel

2 years

50,000 views and counting... The Investor Hour with @VijayKedia1 is unmissable. @sruthijith @Equitymaster @livemint @HTSmartcast

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Vijay Kedia on Betting Big on Stocks | Investor Hour

Next 10 Years Belong to this Sector - http://www.eqtm.in/o7P5R It’s not for no reason that Vijay Kedia has a cult like following in the Indian stock markets....

www.youtube.com

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@rahulgoel477

Rahul Goel

1 year

In the last 1 year, smallcaps have turned in a superb performance when compared to the large cap BSE Sensex index. And this has not surprisingly led to a surge in investments in smallcap funds. (Unfortunate as it is, money flows lag performance, as against lead it. But that's

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@rahulgoel477

Rahul Goel

9 months

Sharing my personal notes from Charlie Munger's talk at the Daily Journal Meeting in 2020. These are unedited and based on the recording posted on YouTube, so please keep that in mind. Here goes... All investing is value investing Fish where the fish are Fish where the

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@rahulgoel477

Rahul Goel

29 days

Dear "Matured" Retail Investor: Congrats on all the congrats you have drawn from mutual fund managers, mutual fund distributors, and other mutual fund gurus. I understand this is now customary, triggered every month by the release of Mutual Fund flows data from AMFI.

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@rahulgoel477

Rahul Goel

2 years

At the top of the list is @VijayKedia1 , arguably one of the most successful investors in India today. We discussed how he picks stocks, why he bets big on them and his journey so far. -

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Vijay Kedia on Betting Big on Stocks | Investor Hour

Next 10 Years Belong to this Sector - http://www.eqtm.in/o7P5R It’s not for no reason that Vijay Kedia has a cult like following in the Indian stock markets....

www.youtube.com

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Rahul Goel

7 months

Charlie Munger’s “How to Guarantee a Life of Misery" speech to the students at Harvard in 1986 is super inspirational. In keeping with the spirit of “inverting", here’s my list of the fastest ways to blow up a family fortune. @livemint @kaul_vivek

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Rahul Goel

2 years

It was a delight talking to @SamitVartak at the Investor Hour. If you want to get better at picking stocks...and get a super understanding of where India is headed, then this is a must watch - @Equitymaster @sruthijith

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Samit Vartak on Picking the Right Stocks and Outlook for India |...

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C Samit Vartak’s journey to becoming one of the top money managers in In...

www.youtube.com

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@rahulgoel477

Rahul Goel

1 month

Indian carry trade in action today...

@CNBCTV18Live

CNBC-TV18

1 month

#FundFlow | #FIIs net sell ₹10,073.75 cr while #DIIs net buy ₹9,155.55 cr in equities today (provisional)

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Rahul Goel

1 year

Overrated - Raghuram Rajan Underrated - Shaktikanta Das Don't get me wrong. I am a fan of Raghuram Rajan. He did a fantastic job as the RBI chief. Above all he cleaned the banking system. Permanently, by putting in place new processes and rules. But the fact also is that

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@rahulgoel477

Rahul Goel

1 year

For the "buy and hold" investor, SLB (Securities Lending and Borrowing) is a superb opportunity to make that little bit of extra return from their holdings. The core things to keep in mind... In SLB, there are no capital gains tax implications whatsoever, even though the

@ActusDei

Neil Borate

1 year

Let's talk about Securities Lending and Borrowing (SLB). 1) You can lend your shares to a short seller and earn interest. You have to enable SLB in your account. 2) The interest rate fluctuates, but around 0.5-1% per month. A nice addition to your portfolio returns. 3)

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Rahul Goel

1 year

Why You Won’t Get Rich with Stocks My first piece for @livemint . Do share your feedback! @VijayKedia1 , I refer to our podcast here. About making big bets. You are proof that this alternate approach to investing is essential to make it potentially big with stocks. @sruthijith

@livemint

Mint

1 year

#Opinion | 30% of your wealth in stocks is generally a fair allocation. It is more than you believed you had allocated, and far less than what some gurus tell Mint (90%).

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Rahul Goel

1 year

On a podcast with @sashindnj of Mint (yet to be released), I was asked about #REITs . I updated my numbers... At an extreme...the Brookfield REIT is available at a 35% discount to NAV; plus it offers a distribution yield of over 6%. I wonder whether this is mispricing, or

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@rahulgoel477

Rahul Goel

2 years

Where is India's economy headed? I talk to @kaul_vivek who as always offers an extremely insightful yet uncomplicated view. Do watch! - @Equitymaster @sruthijith

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Vivek Kaul on India, Inflation and What Worries Him the Most | Vivek...

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C Vivek Kaul is an economist like no other. When he talks of about India...

www.youtube.com

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@rahulgoel477

Rahul Goel

5 months

Nonsense that is repeated in every bull market... #1 Retail investor has become matured #2 Value investing / buy and hold is dead #3 Buy what's moving i.e. momentum #4 Exotic products is the way to go to generate alpha #5 You should almost entirely be invested in stocks

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Rahul Goel

1 year

Gentle reminder... Pankaj Tibrewal, one of India's top fund managers... And Neil Borate, a trail blazing personal finance journalist... Will be on my X Spaces this evening at 6pm. We are talking what to make of this surge in smallcap and midcap stock prices. Neil will also

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Rahul Goel

1 year

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Rahul Goel

2 years

It was a delight talking to @SamitVartak the next most watched episode. If you want to get better at picking stocks...and get a super understanding of where India is headed, then this is a must watch - @Oaktree

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Samit Vartak on Picking the Right Stocks and Outlook for India |...

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C Samit Vartak’s journey to becoming one of the top money managers in In...

www.youtube.com

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@rahulgoel477

Rahul Goel

9 months

I have a big issue with SIPs. Not the concept itself (which is great). But how it's being put into practice. Especially in the last few months. Therefore, in my piece for Mint, I suggest one should consider stopping their SIPs. For full details on the issue I find with SIPs,

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Rahul Goel

1 year

@dmuthuk this is a far better way to define rich as against 1%. goals set "relative to others" like top 1% are just not worth it. also agree with the residence + USD 1m. @dmuthuk agree with you in doing this in USD as against INR.

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Rahul Goel

1 year

@VishalBhargava5 Vishal, you are dealing with a finfluencer here. They know it all. Be it stocks or bonds or gold or real estate ..or life! Plus, since the higher ups believe such finfluencers are educating people at large, they have by default benefited from not being held accountable for

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@rahulgoel477

Rahul Goel

1 year

No economy grew faster than China over the last 25 years. Did this translate into stock market returns? Between 1998 and 2020 (pre-Covid start), the total return delivered by the Shanghai Composite Index over this 18 year period was just 77%. Between 1998 and 2023, a 25 year

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@rahulgoel477

Rahul Goel

1 year

SEBI's consultation paper on finfluencers. At first glance seems really solid. The most important para per me... "Besides undertaking enforcement action against unregistered finfluencers who breach SEBI regulations, this paper proposes to disrupt the revenue model for such

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@rahulgoel477

Rahul Goel

11 months

FIIs are forced to sell Indian stocks because the higher yields in the US and flight to safety and the inter play between them offer strong incentives to move money back to the US. Indian mutual funds are kind of forced to buy Indian stocks because of the money pouring into the

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@rahulgoel477

Rahul Goel

1 year

Do you keep an emergency fund? If yes, do share where do you keep it - in cash, bank deposit, liquid fund et cetera. #emergencyfund @ActusDei

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@rahulgoel477

Rahul Goel

1 year

Soon there will be more AMCs than Registered Investment Advisors (RIAs). #regulation @ActusDei @dmuthuk @dhirendra_vr @ZerodhaAMC @aria_india

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@rahulgoel477

Rahul Goel

6 months

All regulators need to read this very important piece by @kaul_vivek . And then, take action. Before it becomes too late. In addition to the points Vivek makes, I would like to recommend one "interim" regulatory step: When selling ULIPs, the commission should be paid ONLY on

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@rahulgoel477

Rahul Goel

11 months

For those who want to listen to the recording of the Spaces with @devinamehra and @safiranand on YouTube...

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Where to Invest? - Large caps or Smallcaps

#smallcapstocks #largecapstocks #portfolio Devina Mehra & Safir Anand on where to invest in the current environment. And a lot more. Please do share your vi...

www.youtube.com

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@rahulgoel477

Rahul Goel

11 months

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@rahulgoel477

Rahul Goel

1 year

From one great stock picker to another... Recently on the investor Hour, our guest was Rajeev Thakkar of @PPFAS . (If you missed it, watch the episode here - ) Our next episode will feature another great - @MohnishPabrai . Yes! Look forward to it!

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Rajeev Thakkar on First Principles Investing | Investor Hour

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3LIf there is one fund manager who has grabbed the attention of investors...

www.youtube.com

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Rahul Goel

1 year

Thoroughly professional of HDFC Bank to extremely patiently explain, literally line by line, on what's happening with their numbers post merger. And then taking all the questions. At the end, even an analyst was like...thank you, you put in a lot of work!

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@rahulgoel477

Rahul Goel

11 months

Over 20,000 listens in less than 48 hours... WOW. All credit to my guests @devinamehra and @safiranand ! Thank you all for listening in. @firstglobalsec @AI_Feb21

@rahulgoel477

Rahul Goel

11 months

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Rahul Goel

1 year

Buy stocks for good times, and gold for bad times. A proven investment principle. More in my piece for Mint...(Behind paywall), including why one may not want to go overboard when it comes to gold as an investment opportunity. @sruthijith @ActusDei

For gold to rise, this needs to happen

Every time there’s news that the Federal Reserve may no longer need to raise rates, gold rallies

www.livemint.com

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@rahulgoel477

Rahul Goel

2 years

On the Investor Hour, @chriswmayer of "100-Baggers" fame. We discuss the “old” Buffett stock picking method, portfolio construction and asset allocation and more. A master class on investing. Watch... @Equitymaster @sruthijith @livemint @HTSmartcast

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Chris Mayer on How to Pick “100 Bagger” Stocks | Investor Hour

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3LChris Mayer, portfolio manager and the author of 100 Baggers, shares hi...

www.youtube.com

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@rahulgoel477

Rahul Goel

1 year

Following the piece by @ActusDei and team at @livemint , there was quite a lot of discussion on Securities Lending & Borrowing (SLB) segment of the stock market Just sharing the some data on what's happening in the SLB segment today. If you had shares of any of these 5

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@rahulgoel477

Rahul Goel

25 days

No wonder PPFAS has drawn the following it has. Total commitment to the long term. Even if that means short term underperformance. Impressive. Also, note, they are not at all part of the sector/thematic fund craze that has gripped most of the mutual fund industry. Now

@InvestmentBook1

Investment Books (Dhaval)

@InvestmentBook1

25 days

Currently I'm happy to underperform - Rajeev Thakkar

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Rahul Goel

1 year

Very interesting. The more you know about such super investors the more you realise you never know exactly what they are upto! Their approach could be very different from what you make it out to be. Worse they could change their approach and you may not be aware. Imagine the

@ActusDei

Neil Borate

1 year

The legendary Rajiv Khanna (Dolly Khanna's husband) spoke at TIA today. What did he say? All quite shocking! 1) He's a short term investor, not a long term one. His current strategy is to stay invested in stocks with price above their 30 day DMA. In fact, Khanna was never a

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Rahul Goel

1 year

This is a one month chart of Gold in USD... The chart makes the fall look huge. In % terms its less drastic...but the fact is that gold has sold off sharply. Why? Interest rates in the US are higher than one expected...and they are expected to stay there longer than

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@rahulgoel477

Rahul Goel

1 year

Set a reminder for my upcoming Spaces with @devinamehra of @firstglobalsec . We will talk where to invest now - Largecaps or Smallcaps. And more! @AI_Feb21 @InvestmentBook1

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Rahul Goel

1 year

@ActusDei @financewsharan All regulators have failed the retail investor when it comes to controlling the recklessness of the unscrupulous finfluencers. Meanwhile....the operating environment for RAs and RIAs is a stranglehold which seems to assume by default that given any flexibility they will resort

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Rahul Goel

1 year

In Pulak Prasad's book - What I Learnt About Investing from Darwin, he uses a term "permanent owners". The idea is that when you are investing in a carefully selected company, you are going to remain invested permanently. The company could outperform, or under perform for

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Rahul Goel

3 months

If you missed the stock market rally, all's not lost. There's a way to get in. Just mimic what Buffett did many years ago... Missed the market rally? Learn from the Warren Buffett playbook @livemint #contramoney

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Rahul Goel

1 year

Reading @jsaideepak 's brilliant book "India that is Bharat". Based on what I have read so far... It's extremely thought provoking. A must must read.

India, that is Bharat

www.bloomsbury.com

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Rahul Goel

1 year

If you buy into a bad company you will lose money. If you enter into a bad real estate deal you will lose money. If you buy into a good company at a good valuation, you will make money. If you buy into good real estate at a good valuation, you will make money. Does this

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@rahulgoel477

Rahul Goel

1 year

Set a reminder for my upcoming Space with Pankaj Tibrewal, one of India's top fund managers. We will talk about, among other things, what's happening the small and midcap space. If you have questions, do send them now! DM open.

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@rahulgoel477

Rahul Goel

11 months

"Never confuse brains and a bull market" #finfluencers

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@rahulgoel477

Rahul Goel

2 years

Delighted to host @Gautam__Baid on the Investor Hour. One of India's most popular stock pickers, Gautam started his career working the night shift at a Hotel! Talk about a massive leap. And that's not the only fascinating story Gautam has to share. -

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Gautam Baid on Stock Picking, Portfolio Building and Asset Allocation...

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C Talking to Gautam Baid, author of the Joys of Compounding, is both ins...

www.youtube.com

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Rahul Goel

1 year

Per the Regulator, 90% of active traders lose money. In August, a whole bunch of them who were set up for losses. Record numbers. Sheer madness. Does any of this make sense to you? From this piece in Mint, highlighting the growing interest in just zero-day options: Retail

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Rahul Goel

5 months

My nudge to retail investors on how to avoid becoming someone else's lunch. Link to online version - #contramoney @livemint

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Rahul Goel

2 years

This week on the Investor Hour, Nilesh Shah, arguably India's most successful debt fund manager. We talk a whole bunch of things, including the big Indian opportunity. @NileshShah68 @sruthijith @HTSmartcast @Equitymaster @biswajitdash79

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Nilesh Shah on Destiny, Doing the Right Thing and the Big Indian...

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3LNilesh Shah is perhaps one of the best debt fund managers India has eve...

www.youtube.com

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Rahul Goel

5 months

Stocks are rallying. Gold is rallying. Real Estate is rallying. You are obviously spoilt for choice. Instead of chasing the quickest/highest return possible, and in the process risk losing a chunk of your wealth, chase the idea of an ideal asset allocation for you. And then

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Rahul Goel

1 month

@BhartiyNiveshak Primarily, they should invest in equity in line with their ideal allocation (no more comparing equity returns with debt and all the other nonsense like that). If they cannot manage equity, they should invested in well selected equity funds. How many funds? Perhaps 1, or at max

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Rahul Goel

2 years

@Gautam__Baid @Equitymaster Thank you for the endorsement Gautam. 🙏 All the investor hour episodes are available here -

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The Investor Hour

The Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of Indi...

www.youtube.com

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@rahulgoel477

Rahul Goel

11 months

If you are thinking... Large caps or Smallcaps... Invest now or invest later... Or how to build a portfolio that can limit your downside risk Or even jow to use AI when picking stocks... Then you must listen to this chat I had with @devinamehra and @safiranand

@devinamehra

Devina Mehra

11 months

Those who missed it yesterday Much fun and yes, insightful Spaces yesterday with @safiranand and @rahulgoel477 Would be a good use of your weekend time to go through this one Share too Markets Sectors And most important, how to structure your portfolio

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Rahul Goel

5 months

@GabbbarSingh Anyone seen the Yes Prime Minister episode on how surveys are done? This is a poor copy of that. Very poor in fact.

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Rahul Goel

7 months

Must watch for all those interested in #HDFCBANK . Something for everyone...the naysayers, and the yeasayers! 🙂 From the @GoldmanSachs event earlier today... $HDFCBANK

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Mr. Rahul Jain of Goldman Sachs, India, in conversation with Mr....

Mr. Rahul Jain, MD, Global Investment Research, Goldman Sachs (India) SPL in conversation with Mr. Sashidhar Jagdishan, MD and CEO, HDFC Bank at the HDFC Ban...

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Rahul Goel

1 year

@kaul_vivek This reminds me of the warning on some roads... Durghatna se der bhali. The fund manager has a product and he is alerting people. Danger ahead. Go slow! Perhaps meaning avoid lumpsums...lower SIP amounts...defer new SIPs... Now, it's upto the investors what they do. On

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@rahulgoel477

Rahul Goel

2 months

@ActusDei I wrote about this in @livemint first in February 2024, when the data started to show this trend. Unfortunately, it had zero impact. On funds. On investors. Sharing here - How mutual funds are tapping into the bull market Wrote about this

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How mutual funds are tapping into the bull market

The promise of a theme to continue delivering stupendous returns is just too great to be diluted by historical facts. To an investor, it’s always different this time around. Unfortunately, the...

www.livemint.com

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@rahulgoel477

Rahul Goel

2 years

This week, I talk to Sumeet Nagar of Malabar Investments on his amazing journey, proven decision-making process on which stocks to buy, how much to buy, and, importantly, when to sell. @Equitymaster @livemint @sruthijith @VijayKedia1

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Sumeet Nagar on Making it Big with Small & Midcap Stocks | Investor...

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3LSumeet Nagar’s amazing track record in the smallcap and midcap space is...

www.youtube.com

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Rahul Goel

8 months

Investors rightfully dealt with the March 2020 sell off in their own respective ways. But perhaps what is missed is that atleast one cohort went all in, for no visible fundamental reason. One could even say they gambled / punted. And they hit the ball out of the park. Is taking

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@rahulgoel477

Rahul Goel

1 year

My latest piece for Mint: REITs: A failed investment avenue or the next big opportunity? #reit @ActusDei

REITs: A failed investment avenue or the next big opportunity?

Get your head around this less-understood product and figure out whether the opportunity is already here

www.livemint.com

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@rahulgoel477

Rahul Goel

5 months

Today's mail brought with it a wonderful limited edition minibook. Many thanks @safalniveshak . I consider Charlie Munger my guru (who I never met)...and reading what he has taught just makes this so much more special. I also look forward to reading the full book when it

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Rahul Goel

1 year

@_prashantnair Control fraud. Not free will. Increase collateral/margin (or whatever that is called). Not wealth related disclosures to the regulator. The rest is all about education and the right guidance. @ActusDei

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@rahulgoel477

Rahul Goel

5 months

Big SIP Numbers: Beware of what's about to come The SIP numbers have just been announced…and they are big. ₹19,000+ crore big. These are also record numbers. As a result, you are going to get a flood of messages in your social media feed...congratulating you for your

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@rahulgoel477

Rahul Goel

2 years

On the Investor Hour this week, veteran fund manager @VetriSmv on How to Select Stocks, Build a Portfolio and Avoid Fraudulent Stocks. Do watch! - @sruthijith @Equitymaster @livemint @HTSmartcast @utimutualfund

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Vetri Subramaniam on How to Select Stocks, Build a Portfolio and...

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3LVetri Subramaniam is one of India’s leading fund managers. In this epis...

www.youtube.com

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@rahulgoel477

Rahul Goel

1 month

Warren Buffett in his 2017 Letter to shareholders: When major declines occur, however, they offer extraordinary opportunities to those who are not handicapped by debt. That’s the time to heed these lines from Kipling’s If: “If you can keep your head when all about you are

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Rahul Goel

1 year

10-Yr US T-Bond yield at 4.3%. "Higher" is already here. Let's see if "longer" plays out too. (I believe it will) It's a whole new world. But investors are pricing stocks as if higher rates don't matter. They do. Even here in India, as we import US capital. Be careful with

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Rahul Goel

5 months

The Retail Investor and the Lost Art of Investing for Uncertain Times Some Extracts: "Be bullish. This sums up the investment strategy of perhaps most retail investors. And it’s reinforced by statements of credible gurus that are misunderstood, statements of fake gurus that are

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@rahulgoel477

Rahul Goel

1 year

@ActusDei Shocking. Makes one think whether this was not pursued because there was risk of even bigger issues being revealed. For the long term health of the mutual fund industry total transparency is a must. Meanwhile....investors beware!

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Rahul Goel

1 month

India's huge multi decade "stock market" story has apparently been shaken by a 0.25% rise in interest rates in Japan. Go figure. 😀 #contramoney

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@rahulgoel477

Rahul Goel

11 months

In small caps, diversification may lead to more risk as you potentially buy into lower quality small cap stocks. A multicap fund not accepting lumpsum anymore is perhaps a big deal. To me both these news reports suggest something is not right...

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@rahulgoel477

Rahul Goel

11 months

A wonderful @BillAckman interview. I am not going to try and summarise it. Every bit is interesting. Having said that... :) I completely agree with his idea of owning 8 to 10 great businesses and doing nothing. That kind of approach amplifies itself as it gives the owner the

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@rahulgoel477

Rahul Goel

10 months

Taking cue... My top UN-picks for Diwali: 1. Stop infatuation with SIPs 2. Stop infatuation with finfluencers 3. Stop infatuation with trading stocks and derivatives 4. Stop infatuation with "new" (like IPOs) 5. Stop the infatuation with trying to earn the highest possible

@kaul_vivek

शिक्षित बेरोज़गार

10 months

Diwali Picks. SIPs in equity MFs. Asset allocation... FDs, Gold, Equity. Remember 90% of traders lose money. Those who make money rarely cover their opportunity cost. More activity doesn't mean you are handling your money better. Term insurance. (Avoid Ulips/Endowment

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Rahul Goel

1 year

Do you too get the feeling that Indian IT companies are signing billion dollar plus deals at a much faster clip than before? I guess we will know for sure only post facto...in the FY25 results! 🙂 PS: Infy just announced a massive deal.

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Rahul Goel

10 months

Years ago, I read a stat somewhere that 98% of Indians do not even make US$ 2 per person per day (Rs 160, in today's Rupees). Today, per Prashant Kishore, 60% of Indians i.e. 70 crore Indians do not even make Rs 100 per day. So, I guess, it's going to take a long long time

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Rahul Goel

2 years

@theMihirV 's ‘growth at a reasonable price (GARP)’ approach to stock picking has catapulted him to great heights. On the investor hour this week I talk to Mihir about GARP investing. And a lot more... @Equitymaster @sruthijith @HTSmartcast @livemint

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Mihir Vora on GARP Investing | Investor Hour

Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3LMihir Vora’s ‘growth at a reasonable price (GARP)’ approach to stock pi...

www.youtube.com

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Rahul Goel

1 month

Warren Buffett's cash pile is now crazy huge. US$ 277 bn as per today's disclosure. He knows something we don't. Time will reveal where we went wrong. #contramoney

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Rahul Goel

2 months

@ActusDei Congrats on the initial break, Neil. This new product sounds very interesting. While we all study this, will also await your story in Mint. 🙂

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@rahulgoel477

Rahul Goel

1 year

Here it is...my piece on small cap stocks (behind the Mint paywall) Too Much Money Chasing Too Small Stocks In this piece I also share a story Kenneth Andrade of @oldbridgecap shared with me. It's about Page Industries. Don't miss it. @sruthijith

Too Much Money Chasing Too Many Small Stocks

In bullish times investing in small-cap stocks starts to look easy. That’s when mistakes are made

www.livemint.com

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Rahul Goel

4 months

How to ride the AI opportunity... A wonderful note by Lawrence Burns of Scottish Mortgage. #AI

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Rahul Goel

3 months

Anyone who advises you to lever up i.e. take on debt, to increase returns cannot be your well-wisher. Period. #contramoney

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Rahul Goel

11 months

Thank you @devinamehra and @safiranand . It was a wonderful discussion! There's a lot we could not cover today...we should plan another spaces in the future. Many thanks! @firstglobalsec @AI_Feb21

@rahulgoel477

Rahul Goel

11 months

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Rahul Goel

7 months

@kaul_vivek Some mahaguru finfluencer is going to read this and pick this stock as a momentum pick! 😂😂😂 Anyway...still awaiting SEBI's final and notified rules for controlling this unregulated finfluencer menace. Even the first step will be a HUGE step. SEBI...take it!!

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@rahulgoel477

Rahul Goel

10 months

Very instructional... "Berkshire held a record level of cash at the end of September — $157.2 billion — topping the $149.2 billion high set in the third quarter of 2021. The “Oracle of Omaha” has been taking advantage of surging bond yields, buying up short-term Treasury bills

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@rahulgoel477

Rahul Goel

2 months

SEBI's #finfluencer regulation. The key question is this: will the registered entities be allowed to pay for past commitments? Some entities made commitments for life for customers acquired via finfluencer marketing. So for instance, if a finfluencer got a customer for a

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@rahulgoel477

Rahul Goel

1 year

My piece for Mint... (it's behind a paywall)... The 8 Stock Portfolio is the Secret. Here's How You Get to It It builds on the idea I shared in my previous piece for Mint. And yes, I am guilty of quoting @VijayKedia1 again! What can I say, when it comes to making big bets,

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@rahulgoel477

Rahul Goel

1 year

US Interest rates... Higher high for longer long is here. Proof? Gold's falling... A whole new world all over again?

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@rahulgoel477

Rahul Goel

1 year

"How finfluencers use fake screenshots to run scams" is a solid follow up piece to the original finfluencer expose by @ActusDei @sashindnj Keep up the great work guys. Miles to go before you put this issue to sleep! @sruthijith

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How finfluencers use fake screenshots to run scams

Stock tips on Telegram channels offer ‘support and resistance’ instead of ‘buy and sell’ options

www.livemint.com

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Rahul Goel

1 year

I wonder whether the markets are sending a message today... Jio Financial - Down 5.0% Bajaj Finance - Up 2.7% Views?

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Rahul Goel

11 months

S Naren: "If you had done SIPs between 2006 and 2013, it would have delivered no returns. When I tell this to mutual fund distributors, they don't even think it is possible. Where you invest is very important. So I ask them why don't you do SIPs in more defensive categories. They

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@rahulgoel477

Rahul Goel

2 years

Here’s something to add to your "viewing” list this holiday season... The most interesting (and popular) investor hour videos so far... @Equitymaster @sruthijith @HTSmartcast

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