Sanjay Dutt @thesanjaydutt Twitter profile | Pikagi

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Sanjay Dutt

@thesanjaydutt

34,843

Followers

1,190

Following

1,218

Media

14,924

Statuses

Three decades in equity markets. Watching global financial markets & sharing general gyan. Comments on stocks are not recommendations. RTs not an endorsement.

Delhi, India

Joined March 2015

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

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@thesanjaydutt

Sanjay Dutt

3 years

I generally refrain from specific recommendations or outrightly advocate an investment opportunity. I would like everyone to read & learn. Once we educate ourselves & are convinced about a company/sector, only then can we enjoy the investment journey & make it profitable. 🙏

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@thesanjaydutt

Sanjay Dutt

4 years

Can someone from Nagpur or any other location get me her account details or phone number. Want to get her a new shop or whatever she needs to step up her enterprise. God bless and Respect 🙏

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@thesanjaydutt

Sanjay Dutt

4 years

Unbelievable! Was cleaning up the library at home. Came across a Time Magazine issue dated May 18, 2008. It has a mask on the cover....and titled "Why You'll be Wearing Masks Again" (May 18, 2008)

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@thesanjaydutt

Sanjay Dutt

2 years

RJ, I owe him big time. My first day in Bombay 23 years back was a visit to his office. Took his blessings & started an office. Looked up to him. Even a few weeks back he responded to my WhatsApp messages with humility & kindness. A rare soul. Loved always and Lives forever🙏

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@thesanjaydutt

Sanjay Dutt

2 years

Sat with a friend for a few hours. Together, zeroed in on 11 stocks after discussions (5 yr portfolio) with 2x-3x churn & investment in tranches. Did this after ages... ITC USL HDFC RIL TaMo DVR SBI Bharti HCL-T Zee HDFC Life Ambuja Note- Not a recommendation. Just for info.

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@thesanjaydutt

Sanjay Dutt

4 years

Save this tweet. Next 5 years, SBI will outperform HDFC Bank and ICICI Bank. Won't be surprised if the current price exceeds that of HDFC Bank... Note - No investment and no positions....

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@thesanjaydutt

Sanjay Dutt

4 years

RIP Regis Philbin, who gave us one of the greatest moments in television history

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@thesanjaydutt

Sanjay Dutt

2 years

Stocks that have been part of Nifty 50 since 1995...

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@thesanjaydutt

Sanjay Dutt

3 years

I am sure most have seen it and I am late on this...Hilarious one.. 😁 (WhatsApp forward)

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@thesanjaydutt

Sanjay Dutt

3 years

Sushil, everyone is posting photographs of fancy Mercs, BMWs and some of the most expensive cars they acquired from Options trading. Yaar, hum toh kuch na kiye aaj tak. Sirf baal safed ho gaye analysis kar kar kay 😊 @sushilkedia

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@thesanjaydutt

Sanjay Dutt

4 years

Some key points made by Deepak Parekh (HDFC) in his Webinar (post Covid-19 outbreak) 1. This is a Human Economic Financial (HEF) crisis. Completely different from 2008. Will take minimum 9 months to recover fully from it.

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@thesanjaydutt

Sanjay Dutt

4 years

Happy Diwali all my stock market friends 😁😁😁🚀🚀🥂

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@thesanjaydutt

Sanjay Dutt

2 years

Must listen to what ⁦ @AnilSinghvi_ ⁩ spoke on ⁦ @ZeeBusiness ⁩ today...Endorse his views and investors should position themselves...don't trade please, remain invested and find high conviction top quality companies....

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@thesanjaydutt

Sanjay Dutt

2 years

Whatever criticism we may have, but must give credit to Indian Govt for setting up payment apps like BHIM and also many other domestic solutions like Rupay. We must encourage use of these.

@jason_corcoran

Jason Corcoran

@jason_corcoran

2 years

Apple Pay and Google Pay no longer work on Moscow's metro system, leading to long queues as people fumble about for cash

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@thesanjaydutt

Sanjay Dutt

4 years

This is a distressing image. As an Indian I am really upset and have no sympathy whatsoever for the farmers agitating. This image destroys the complete farmer agitation. Identify and lock-up all these vandals and goons.

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@thesanjaydutt

Sanjay Dutt

3 years

Nykka offering at $7.2 billion is scary. More so, there is gossip of listing around $11-12 billion valuations. Old school value pickers like me balk at the idea of buying something at 25-30 times sales.

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@thesanjaydutt

Sanjay Dutt

4 years

5 prospective 5x stocks in 5 years. 1. Welspun Corp 2. Sadbhav Eng 3. JSL 4. SpiceJet 5. Adani Gas Very high risk. Can fall 30-50% before rising. Pls study & seek advise. NOTE- Vested interest in recommendations. Can lose substantial/all your capital. Brickbats welcome.

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@thesanjaydutt

Sanjay Dutt

4 years

Friends, do remember, whatever I share is not theoretical reading. I have lost unimaginable amount of money and learnt the hard way. I speak with skin in the game and after lot of blood letting. Fought many battles within and outside in this 27 year investment journey.

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@thesanjaydutt

Sanjay Dutt

8 months

*Elon Musk’s Starlink was trying to beat Jio in India* *But Jio used its 1st mover’s advantage to stop them in their tracks* *The SHOCKER? Indian Gov is changing a 138 year old law that will bring Starlink back in the game* *Here’s how Elon is rethinking internet & can

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@thesanjaydutt

Sanjay Dutt

2 years

Top Alcohol companies in India...

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@thesanjaydutt

Sanjay Dutt

2 years

Invested in HDFC Bank today. First deployment in the last 3 years. Was 1700 on April 4th, 2022 post-merger announcement. Trading at 1420 today and this is not a trade but a 5-year holding in place of a bank FD for me. Just for info and not a recommendation.

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@thesanjaydutt

Sanjay Dutt

7 months

That's my Mom...80+ and still manages her independent bookstore for the last 50 years...

@MyGoodSchool

Sandeep Dutt

10 months

100 Years of The English Book Depot and hearts she won! Smt Snehlata has been at the helm of affairs since 1971, and we are four generations strong. @iKabirBedi thank you @WestlandBooks Authors at a book signing #MyGoodSchool @LFINFoundation

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@thesanjaydutt

Sanjay Dutt

2 years

This is fascinating! TIME IT TAKES A HACKER TO BRUTE FORCE YOUR PASSWORD IN 2022..

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@thesanjaydutt

Sanjay Dutt

3 years

Spare some time and read the latest AR of United Spirits (USL)... If you can't read the full report, do read 4 pages extract below...Indian alcohol market potential & USL positioning with brands etc.. Disclosure - Vested interest

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@thesanjaydutt

Sanjay Dutt

2 years

That's my Mom, makes me proud and so happy. I have achieved nothing compared to where she is and what all she is made of. Fortitude. Wisdom. Patience and lots of love for everyone.. Your blessing always, Ma 🙏

@MyGoodSchool

Sandeep Dutt

2 years

Meet Snehlata, who has been serving at the family-run bookshop for 50 years, and the store is celebrating 100 years; this is indeed a women-led enterprise. #womenleaders @LFINFoundation #bookstore #100Years #Women #bookcafe #Dehradun #Firozpur #Books

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@thesanjaydutt

Sanjay Dutt

3 years

Word! The mantra for investing & wealth creation in India is to just stay away from the Futures & Options market. If you manage that, 75% of your out performance and wealth creation task has already begun. Read, take advise and stay put in good stocks. Conviction and Patience.

@dmuthuk

D.Muthukrishnan

3 years

Market attracts those who want instant wealth but only rewards those who pursue long term wealth.

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@thesanjaydutt

Sanjay Dutt

2 years

Gathered a lot of courage and just purchased Zomato. Let's see now, do I see 25/- first or 60/- 😀

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@thesanjaydutt

Sanjay Dutt

3 years

Favourable risk reward PSU stocks for the next 2 years. 1. Coal India 2. PTC India 3. IOC 4. IRCON & 5. GAIL (Please read annual reports, research notes and discuss with a professional adviser before investing. Just my personal view and I surely have vested interest in some.)

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@thesanjaydutt

Sanjay Dutt

2 years

Likely outperformers in 2023:- 1. Oil & Gas marketing/infra companies. 2. Insurance sector. I like LIC. 3. Select FMCG, as input prices fall. My bet - ITC. 4. Metals & few Mining plays. Inclined towards non ferrous. 5. Select Autos like TaMo. Disclosure - invested and biased

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@thesanjaydutt

Sanjay Dutt

3 years

Post Air India, we now need to watch BPCL, Concor, SCI, and some metal PSU. The next six to nice months will be interesting for PSU stocks. The most difficult one is done. The others would be much easier.

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@thesanjaydutt

Sanjay Dutt

3 years

Deepak Parekh: Real estate heading to best of times Not just mortgage lenders & real estate companies, there are excellent proxy plays. Building material companies like HIL, Ceramic Tiles, Cement like Birla Corp etc. Do your research & seek prof advise. Lots of opportunities.

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@thesanjaydutt

Sanjay Dutt

1 year

Inside the chaos at Zomato "Deepinder Goyal didn't like the message. Or more specifically, a snapshot of a conversation privately exchanged between two Zomato executives. One of them, a fairly senior product executive, had disagreed with something Goyal had said or done and

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@thesanjaydutt

Sanjay Dutt

3 years

Vodafone Idea may have a strategic investor taking control. Good possibility & will be a game changer for the telecom sector. Not only will Idea grow, the sector will change for the better... Time to buy Bharti either way. Will be the biggest beneficiary

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@thesanjaydutt

Sanjay Dutt

3 years

"....the flood of money being sucked into the start-up ecosystem is an unalloyed positive for the country. Even if all this new capital is burned, the cash burn will fund jobs, infrastructure and innovation. It will be money spent in India. This will be a huge growth multiplier."

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@thesanjaydutt

Sanjay Dutt

2 years

"A tribute to RJ Everything Rakesh foresaw for India will happen in the coming years. His legacy is indelible" Well written piece by Akash Prakash in ⁦ @bsindia ⁩

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@thesanjaydutt

Sanjay Dutt

3 years

In my sense, long-term investors can start investing and pick their stocks today. Many are at attractive prices. Each has to find his own high conviction ideas. I am looking at financials, manufacturing bets, media stocks, and non-ferrous metals.

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@thesanjaydutt

Sanjay Dutt

4 years

The best performing sector in CY2021-2022 in India would be PSU Banks. Identify good ones and keep adding on dips....

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@thesanjaydutt

Sanjay Dutt

3 years

Note to Self..

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@thesanjaydutt

Sanjay Dutt

3 years

@WeekendInvestng Not difficult in India also. GOI just needs to permit cash (currency) payment with no questions asked 😁

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@thesanjaydutt

Sanjay Dutt

3 years

Investment journey (PSU focus) You can spend few hours this weekend reading about - 1. NMDC 2. IRCON 3. Coal India 4. PTC India 5. HPCL Visit company website and most important, last three years annual reports.

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@thesanjaydutt

Sanjay Dutt

4 years

"India PSUs.....The start of a "value-creation" phase"

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PSU Note_Dec20.pdf

4 December 2020. SECTOR UPDATE INDIA PSUs : UTILITIES / OIL & GAS / BANKS / INDUSTRIALS. India PSUs The start of a "value-creation" phase. DIPAM comments on PSUs, if acted upon, could trigger...

www.docdroid.net

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@thesanjaydutt

Sanjay Dutt

2 years

A stock that's in stealth mode & I sense a big move in 2023 - > ITC. Keep a watch, read about it and if convinced, use corrections to buy. Watch the charts too. Disclosure - long and biased.

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@thesanjaydutt

Sanjay Dutt

3 years

This weekend, reading my favorite theme - PSU Banks....big re rating next 6 mths. 3 names - 1. Union 2. Baroda 3. SBI Do read Concalls & ARs. Also, watch HDFC Bank numbers tomorrow & price on Monday. Discl:-Biased & invested

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@thesanjaydutt

Sanjay Dutt

3 years

Even if your capital is 100 cr, and you are an "investor", never trade F&O markets. Derivatives are specialized instruments to be used primarily for hedging or traded by skilled & experienced traders. Not meant for investors as, over time, even your cash market shares get sold...

@Prakashplutus

Investing @ Prakash

3 years

If your capital is below 10 lacs, Don't do FO .

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@thesanjaydutt

Sanjay Dutt

4 years

Keep the following themes on your radar:- 1. PSUs 2. Metals 3. Discretionary consumption 4. Engineering & Cap Goods 5. Old economy, asset rich cyclicals Buying opportunity ahead in next few weeks/months. Identify 2-3 companies in each category with following attributes...

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@thesanjaydutt

Sanjay Dutt

2 years

India's Medical Tourosm...

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@thesanjaydutt

Sanjay Dutt

3 years

Good day to start buying stocks. Stagger purchases. Investment positions only. Avoid trading.

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@thesanjaydutt

Sanjay Dutt

3 years

A seminal moment in Indian aviation history. Tatas get a great deal at 2700 cr cash and 15000 cr debt. This is going to be big for the Tata Group and undoubtedly a great signal to the investment community that Modi Govt is now on PSU reform and privatization.

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@thesanjaydutt

Sanjay Dutt

4 years

For investors (small and HNI)....two big multi-baggers next few years -> @varinder_bansal & @_anujsinghal ... Listen to and read every word they say very carefully. Both are down earth, earnest and super knowledgeable assets...😊

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@thesanjaydutt

Sanjay Dutt

2 years

Thank you for sharing this, Gurmeet. Have passed it on to my children and many friends. God bless always 🙏

@connectgurmeet

Gurmeet Chadha

@connectgurmeet

4 years

This short video made my day. Beautifully explained!! #humility #forgiveness

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@thesanjaydutt

Sanjay Dutt

3 years

3 sectors (kind of recession proof) come to mind as potential multi baggers next 5-7 yrs. Low sector mkt cap/total listed cap & obvious low GVA to total GVA of listed cos - 1. Healthcare (hospitals/diagnostics etc) 2. Liquour/Alchohol 3. Real estate Even global comps are stark

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@thesanjaydutt

Sanjay Dutt

4 years

Not heard anyone in the media or otherwise flagging the pump price of petrol at 72-77 a litre last 2 months while Brent has been 52-58. GOI sucking the consumers & complete silence at consumer end and media. Story needs to be done. @ShereenBhan @latha_venkatesh @_anujsinghal

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@thesanjaydutt

Sanjay Dutt

3 years

Probably 2% in India own 95% of stocks 😊

@spectatorindex

The Spectator Index

@spectatorindex

3 years

FINANCE: The wealthiest 10% of Americans now own 89% of stocks in the US (Via CNBC)

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@thesanjaydutt

Sanjay Dutt

3 years

All serious investors in equities or beginners who want to buy safe & well-researched stocks, do subscribe to @omkaracap plans. An individual with a bright future as a portfolio manager & research pro is @varinder_bansal Known him for 15+ yrs & I also subscribe to his service.

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@thesanjaydutt

Sanjay Dutt

3 years

Next decade, India will be on top....show just begun in 2020....

@WealthEnrich

Advait Arora

3 years

#Nifty 💪 ! Indian #markets are second best

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@thesanjaydutt

Sanjay Dutt

2 years

30 cities under lockdown in China! "Not just a shutdown, shutdown of every home...Whole city living on instant noodles..says, over 100,000 have probably died in last 3 months..." How bad is it going to...

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Elmer Yuen I 30 cities under lockdown in China! I How bad is it going...

Shanghai, with a population of 30 million is under lockdown for two weeks – even individual flats are locked down. US Consulate has evacuated from Shanghai. ...

www.youtube.com

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@thesanjaydutt

Sanjay Dutt

4 years

Putting in perspective. Just the content budget of Netflix for one year exceeds all the deals announced by Jio in the last few weeks (including the Rights issue of RIL)! US based OTT guys are in a different zone. See the list below.

@JonErlichman

Jon Erlichman

4 years

Content budgets in 2020: Netflix: $16 billion Amazon: $7 billion Hulu: $3.5 billion Disney+: $1.5 - $1.75 billion HBO Max: $1.2 - $1.5 billion Quibi: $1 billion Peacock: $800 million - $1 billion CBS All Access: $800 million Source: Bloomberg Intelligence

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@thesanjaydutt

Sanjay Dutt

3 years

True that! Likes of Nykaa, PayTM etc. really scare me. Can't fathom the multiples/valuations. What's more worrying is that 80-90% is OFS and not growth capital as money in.

@dmuthuk

D.Muthukrishnan

3 years

Many new age businesses getting listed now are going to severely burn investors pockets.

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@thesanjaydutt

Sanjay Dutt

3 years

Be positioned for a once in a decade valuation change/re-rating of top 5 PSU banks. Big time under ownership, business pick up and improving fundamentals. Disclosure - Long PSU Banks. Long India.

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@thesanjaydutt

Sanjay Dutt

2 years

Old one, had got as a WhatsApp forward...just came up in my Google photos...love it...

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@thesanjaydutt

Sanjay Dutt

2 years

The moment you accept responsibility for everything in your life is the moment you gain the power to change anything in your life. - Hal Elrod

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@thesanjaydutt

Sanjay Dutt

3 years

Few of these WhatsApp forwards are really creative! 😁😁

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@thesanjaydutt

Sanjay Dutt

2 years

Do read by Akash Prakash from @bsindia "We are entering a dangerous phase for the US economy and markets. There may still be a phase of sector rotation and higher markets ahead. Growth stocks could weaken and investors may move into value.....1/2

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@thesanjaydutt

Sanjay Dutt

2 years

For me, a good investment now and on every decline - RIL ... Risk reward favourable ... (Closed at 2340/-) Disclosure - Not a recommendation just a view. Please do your own study and seek professional advise.

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@thesanjaydutt

Sanjay Dutt

3 years

Sugar is the new Steel. Just saying. No recommendation.

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@thesanjaydutt

Sanjay Dutt

4 years

Indusind bank saying on concall that they lost 10-11% of deposits in Q4. 70-80% of it from Govt and remaining from Corporates.

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@thesanjaydutt

Sanjay Dutt

4 years

I think, each one of us who has followed you, read your tweets and seen your videos, has travelled this insightful and emotional journey. You have brought a different reality of this pandemic to us. Courage, strength and many more miles ahead. 👍

@BDUTT

barkha dutt

4 years

Am on the road day 69 today and certainly hope our journey will take us to kerala

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@thesanjaydutt

Sanjay Dutt

3 years

IIFL Finance. This is one company that has a lot of potential in the long term. Managed by conservative and good promoters. Do read about it - Disclosure - I am invested in IIFL Finance. Pls read and decide on yr own.

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@thesanjaydutt

Sanjay Dutt

4 years

Equity markets appear set for a swift and deep cut. Watch your positions. Trade light. Risk reward is unfavorable in the short term. Keep tight stops. Disclosure - vested interest always.

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@thesanjaydutt

Sanjay Dutt

3 years

Bizarre 😳

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@thesanjaydutt

Sanjay Dutt

4 years

Luck is what happens when preparation meets opportunity. (Seneca)

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@thesanjaydutt

Sanjay Dutt

1 year

Sectors I am digging deeper into and looking for under-owned, reasonably priced, and good management/promoter to invest in for the next one to two years:- 1. Textiles 2. Pharma 3. Media 4. Cement Suggestions welcome. Will be spending the next few weeks on this.

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@thesanjaydutt

Sanjay Dutt

3 years

This is the real India today. 🙏

@drsnehilmishra

Dr Snehil Mishra

@drsnehilmishra

3 years

My patient is a vegetable seller. This message is from his son. I was at a loss of words. These are the real heroes..🙏🙏🙏

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@thesanjaydutt

Sanjay Dutt

2 years

I would be buying Adani Ports and LIC today. These are 12-24 months investment bets. Disclosure - Not a recommendation but just a view. Please do your research and seek advice from a RIA/professional.

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@thesanjaydutt

Sanjay Dutt

5 years

"Top 20 largest Companies by market cap in India from Q1 2000 to 2020..." Facinating visual. A must watch on how fortunes changed!

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@thesanjaydutt

Sanjay Dutt

4 years

Risk say Ishq! Celebrate the launch & first weekend of #Scam1992 ...The original stars - > ⁦ @suchetadalal ⁩ & Debashis @Moneylifers ...Now in every household on ⁦ @SonyLIV ⁩..thanks to ⁦ @nairsameer ⁩ ⁦ @shreya_dhan13 ⁩ ⁦ @ApplauseSocial ⁩ ⁦ @mehtahansal ⁩

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@thesanjaydutt

Sanjay Dutt

3 years

Bet on auto ancillaries like - Gabriel, GNA, Jamna Auto, PPAP & Automotive Axles. Disclosure - Vested interest. Please do your study and pick your stocks. Seek professional help also.

@safiranand

Safir

3 years

How Maruti is losing out- MG Astor is sold out for 2021, Skoda kushaq crosses 10,000 booking, Hyundai creta, Kia seltos, Mahindra xuV700 at 65000 bookings. Thar is on waiting

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@thesanjaydutt

Sanjay Dutt

4 years

Prashant Jain positioning for next 5 years. His fund will make big money in select PSU Stocks including PSU Banks and others they are picking..... "HDFC MF exited bluest of blue chips in April to lap up PSUs, insurers, auto stocks"

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HDFC MF exited bluest of blue chips in April to lap up PSUs, insurers, auto stocks

HDFC MF sold shares in RIL and Infosys, after these stocks recovered from their March lows.

economictimes.indiatimes.com

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@thesanjaydutt

Sanjay Dutt

1 year

My Mutual Fund investment advisor shared this with me. Very useful to understand the tax implications for each fund category after the amendments yesterday. Thank you ⁦ @PrableenBajpai ⁩

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@thesanjaydutt

Sanjay Dutt

4 years

KOTAK BANK concalls takeaways - 1. Economic recovery seems more longish & drawn-out, about 6 to 9 months. 2. Some customers shifted from YES Bank to Kotak Bank. 3. Seen decent increase in saving deposits, marginal increase in current deposit & just stable term deposits...(1/4)

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@thesanjaydutt

Sanjay Dutt

4 years

Amazing team 👍 Hats off to all three. Many more such ventures ahead for @themojo_in

@BDUTT

barkha dutt

4 years

I mean even if we look like the mafiosi we are a hardy group of reporters on day 50 of an overwhelming journey through six states of India, having clocked 6000 plus kms. Meet Vinod & Prashanti, partners in passion for @themojo_in & of course the team that holds the Fort in Delhi

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@thesanjaydutt

Sanjay Dutt

2 years

Just got this from one of the finest Portfolio Managers and SEBI RIA in India. He is also very well known on social media. I agree with him and wanted to share this with all investors who are genuinely worried today. Do read this before you take any decision.

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@thesanjaydutt

Sanjay Dutt

2 years

Qualities of a True FMCG Business

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Qualities of a True FMCG Business

FMCG is one of the most desirable & strongest business. This is because these are businesses that are driven by brands, they have pricing power, end demand is resilient & sticky and profitability &...

www.surgecapital.in

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@thesanjaydutt

Sanjay Dutt

3 years

Our centuries old DESI GHEE in the Wall Street Journal 😊 "This Is Better Than Butter—Whether You’re Cooking Steaks or Roasting Vegetables - WSJ"

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This Is Better Than Butter—Whether You’re Cooking Steaks or Roasting Vegetables

Ghee is pure butterfat and culinary gold. Its nutty flavor and high smoke point make it super versatile as well as delicious.

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@thesanjaydutt

Sanjay Dutt

2 years

Companies to read about during the long Holi weekend:- 1. GAIL 2. Hindustan Copper 3. Defence PSUs 4. Hemisphere Properties 5. Bank of Baroda Looking for ideas that will move big before 2024 elections.

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@thesanjaydutt

Sanjay Dutt

2 years

My tuppence, don't panic tomorrow when mkts open. What I see on the charts, talk to friends, social media etc., we shud hold 15900-16000 at close. Mid & small have already seen lots of damage. If you are an investor, keep nibbling. However, don't panic/exit good stocks.... (1/2)

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Sanjay Dutt

2 years

Disagree Sir. Happiness, good health and your loved ones/relationships make or break life. Yes, one may accuse me of making this statement as I have enough money. However, trust me, not having anyone with you and being mentally disturbed breaks everything. 🙏

@dmuthuk

D.Muthukrishnan

2 years

Money can make or break a life. Help your known circle to make it.

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Sanjay Dutt

4 years

Life's three best teachers. Heart-Breaks, Empty Pockets, Failures.

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Sanjay Dutt

3 years

The inside story of RBL Bank (⁦ @bsindia ⁩)

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Sanjay Dutt

5 years

Any views, Sir @PrannoyRoyNDTV on freedom of speech, democracy & free markets in China? I hv never had the opportunity to visit China & neither 'am an academic or an economist. Do we have Google, Twitter, You Tube & pvt news broadcasting in China? 🤔 Wanting to learn/know more..

@PrannoyRoy7749

Prannoy Roy

@PrannoyRoy7749

5 years

Quite right Uday. When we used to cover China for The World This Week 30 years ago, all we saw were lakhs of people in Mao tunics on bicycles. In every TWTW report yr-by-yr we saw massive transformation. Industry growth >15%.”India must awaken” 😳

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Sanjay Dutt

2 years

@ZelenskyyUa @PMOIndia Our Honourable Prime Minister @narendramodi and @PMOIndia will play a key role in world peace. I sense a cease fire soon and thereafter both Russia and Ukraine engage in talks. No doubt India is a global leader in geopolitical issues and a peace loving democratic nation.

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Sanjay Dutt

1 year

Is Vinod Adani The Mastermind Behind His Brother’s Empire? Forbes unearthed dozens of offshore records that put the 74-year-old at the center multiple questionable transactions and uncovered his massive fortune of $9.8 billion, nearly all of it in shares

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Sanjay Dutt

4 years

Safe shopping experience during Corona time. Social distancing and innovation. This happens only in India. Amazing "jugaad" 👍 cc ⁦ @hvgoenka ⁩

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Sanjay Dutt

4 years

PM @narendramodi is the finest leader India has had in decades. We may criticize lot of his & Govt's decisions/inaction. However, do note, he is tackling over 6 decades of systemic rot & generally a non compliant population. PM needs time & our cooperation as citizens of India.

@Nidhi

Nidhi Razdan

4 years

My own view: despite criticism on the handling of the lockdown and the migrant crisis, Prime Minister Modi remains a deeply popular leader. His supporters see him as a messaih, they will forgive many mistakes. And the fact that India has a weak opposition also plays into that

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Sanjay Dutt

3 years

Some sectors/areas to read and find opportunities in for the next 12 to 24 months - 1. Manufacturing 2. Real Estate and construction plays. 3. Engineering and allied solution providers. Will look up and suggest few specific (companies) names to read about over the weekend.

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Sanjay Dutt

3 years

Prefer USL at the same EV. Diageo is the largest liquor company in the world with some crazy/most reputed brands. Jubilant has a top line of 4000 cr, EBIDTA 900 cr & mcap 48000 cr USL has a top line of 29000 cr, EBITDA 1400 & mcap of 47000 cr. (Disc-Invested) Quote Tweet

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@safiranand

Safir

3 years

Jubilant foodworks deserves to be re valued given Zomato valuations as A) profitable B) diversified beyond pizzas including jn Biryani, Chinese C) has more user interface D) has rights outside india E) has a tested cash flow model Yet at half of mkt cap (Personal view)

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Sanjay Dutt

2 months

Indian manufacturing in the tech sector ... The next big opportunity?

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Sanjay Dutt

4 years

I am of the view that many managements of listed companies coming on television are not being honest about the level of capacity utilisation and sales etc. Actual results may be worse. On ground checks are contradicting what most are talking.

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Sanjay Dutt

3 years

Why Zomato IPO calls for a celebration..great point made by Swaminomic in ⁦ @timesofindia ⁩ "It denotes a new class of businesses with no great inherited wealth, connections to the political and social elite, dubious links with the mafia and corrupt politicians, or.....1/2

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Sanjay Dutt

2 years

Have noticed over the last 3 decades that in India, smart money accumulates stocks (each his own favorite) during crises like these. Keeping the indices suppressed & buying side counters. Yes, it's not a one-day or one-week process. This happens over time and weak hands exit.

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