@Crazynaval

जितना प्राप्त है, उतना ही पर्याप्त है. love #onefund, love #cricket

 Gurgaon, India
Joined April 2010
  • Tweets26.6K
  • Following567
  • Followers22.7K
2.2KMedia
kya aapke portfolio me C tha?
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pitti bhai, been a while, no company acquired? all ok?
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Crazynaval retweeted
PPFAS Mutual Fund@ppfasmfOct 21
A month to go for our Unitholders' Meet 2026. Join us on 21 November 2026 as we come together for the annual meet. Until then, mark your calendars! Visit our website to know more. amc.ppfas.com/agm/agm-2026/?… #PPFASAGM #PPFAS
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Guess what disappeared from Indian Fintwit #backtesting
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Portfolio dahan chalu hai ;)
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#IRCTC the true agentic world case study ;) the reason you don't get your tatkal because it is a billion dollar business :) June 2026 Out of 19.12 billion requests, 12.61 billion were bots. (65.95%) May 2026 Out of 20.07 billion requests, 12.08 billion were bots. (60.18%) April 2026 Out of 17.33 billion requests, 10.64 billion were bots. (61.39%) March 2026 Out of 12.44 billion requests, 05.71 billion were bots. (45.90%) February 2026 Out of 11.01 billion requests, 05.01 billion were bots. (45.50%) January 2026 Out of 12.35 billion requests, 07.26 billion were bots. (58.78%)
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Whoa ... This is not a good sign !!
kumar saurabh
@suru27Oct 20
#Q2FY27Concall #titbits As per Piramal call: 🎯Over 35% of customers across all product categories now have an active gold loan on file (vs 20-25% two years ago) 🎯Approximately 4.7 lakh crores of industry gold loan disbursements in FY26 went to customers in deep delinquency (90+ DPD)
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9.3 billion dollars in a day !!
Charlotte Yang@CharlotteYTYangOct 15
Amazing how foreign funds outflow from Taiwan stocks ($9.3B) today is nearly four times that of Korea ($2.7B)
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India decoupled ;)
Jesse Cohen
@JesseCohenInvOct 15
🚨It's Black Thursday in Asia. 🇰🇷Korea's Kospi -7.5% 🇯🇵Japan's Nikkei -4.7% 🇹🇼Taiwan's Taiex -3.4% 🇨🇳China's Shenzhen Composite -2.4% 🇨🇳China's Shanghai Index -1.6% 🇮🇩Indonesia's IDX -1.6% 🇭🇰Hong Kong's Hang Seng -1%
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bottom most line: flexicap top 3: 3 different small caps
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Crazynaval retweeted
Sahil Kapoor
@SahilKapoorOct 15
DSP Multi Asset OMNI Fund of Funds Sep'26 end portfolio update. At the highest equity weight.
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No wonder he has a telegram link ;)
stocksntrends
@stocksntrendsOct 14
Replying to @BaluGorade
The Tea Bag gets pulled out before getting Dunked into HOT HOT Boiling water again Neither does PPFAS nor do the PPFAS investors have any knowledge of what is the difference between a Pullback vs a Reversal
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Ab IT ke upar thread likh kar content farming na kare. Janhit me jari
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This wasn't in my list of collaboration to see
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Good time to read
Invest In Assets 📈
@InvestInAssetsOct 12
Why not 100% stocks?
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GQG bought ITC at 407 to sell at 257 ITC doing ITC things ;) Kisi ko paisa nahi banane de raha
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Soon there will be more PODCASTS> than Mutual funds> than stocks
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koi batayega kya karna hai ;) @SuperDhaasu
Deepak Abbot
@deepakabbotOct 9
Buy the dip karte karte, main kaafi companies ka promotor ban chuka hu. Rukna kab hai yeh kisi ne nahi bataya? #nifty
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Bullishly cautious seems to be new stance ;)
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Very important thread though honestly don't think any thing has changed in this regard materially. You enter after being charmed by past returns. Would have loved to see how many stopped the sips, was quantum of money per folio also reached higher during the crescendo. Hope more funds do it. That's a far bigger alpha than 1-2% outperformance.
DSP Mutual Fund
@dspmfOct 7
Funds publish how they performed. We looked at how our investors behaved. DSP Multi Asset Allocation Fund turns three! A thread.
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