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CIO at @jstinvestments A SEBI Registered Investment Advisor! Can reach out on adityashah291@gmail.com Financials | Autos | Consumer | Pharma

439 Following   16,200 Followers   19,123 Tweets

Joined Twitter 1/1/18


RBL Bank call:- Management Commentary for just 10 mins Management took nearly next 2 hours to answer most questio… https://t.co/qzGyEy2HvETrue story! https://t.co/nYnFansMyp @adi2five @ms89_meet LochoYour Future depends a lot on how you plan for it financially. Plant your financial future today with JST! Conta… https://t.co/vPUzDiJ7II
Retweeted by Aditya Shah,CFAThe greatest advantage all young people have is:- That u are YOUNG! 99% people dont understand this. U can be re… https://t.co/Utt9tgwGmbSome notable trends that FMCG companies have experienced or experiencing - Male Grooming Healthy Foods Attractive… https://t.co/PKQxlaIiBq
Retweeted by Aditya Shah,CFAAs i shared my wisdom with my incredibly smart & talented team:- I told them this(for all the young guys) U are y… https://t.co/FPS050jRN0 @AjayJKrishnan A reflection on ur research then!I have got some incredible people around me who are all WINNERS! They amaze me everyday! Today i wish one of my b… https://t.co/KxVBRAkLPzSo many people are worried about the US elections! While We are more worried about the strategy the long term vi… https://t.co/h78Q8iPS60 @MOONKAPRABHAS09 Thank u Chacha 🙏🙏🙏
10/30
2020
@hemanshi_gala How cool! 🤣😂😹 @arunima_goel @adi2five @AnishA_Moonka U frm manipal? @RashiSadhu @piushkiet My vodafone net is down so what to say? 😂😂 @RashiSadhu Ur net just went downJK Paper update Rev down 20%, Pat down 74% YoY (-ve operating leverage), weak Cashflows Will raise 260crs of non-… https://t.co/bxcmt3ROL4
Retweeted by Aditya Shah,CFA1/16 Was reading upon #Biases & learnt a lot. Thought of sharing a few pointers . Simply put Bias is a disproporti… https://t.co/9dxMeevmXl
Retweeted by Aditya Shah,CFA1/ 22 By far the best book I have read in a long long time. One can simply begin from any page,for each note makes… https://t.co/cMHcKlwGMH
Retweeted by Aditya Shah,CFAWhenever I feel I am losing #Focus I try to create a mandala. #Mandala requires lot of concentration & repetition.… https://t.co/4NAYd26Vk3
Retweeted by Aditya Shah,CFA @VidyaG88 Specatular is an understatement!🙏🙏🙏🙏🙏🙏 will let u know my address as u said u can gift them! @secureinvestin Thank uGoing for a drive after long. When u think u are reversing while the car is in first gear! The car will move for… https://t.co/Q4UdwPlpau @manishm53220133 @adi2five Thanks @suru27 @adi2five @AnishA_Moonka ThanksOn a lighter note 🤣🤣🤣🤣 https://t.co/XT67qr7XxJ
Retweeted by Aditya Shah,CFAIn my many years of tracking Maruti Be it Manesar plant riots Sanand plant fiasco The auto downcycles that they s… https://t.co/GmLN7fryxlMedia: The money Maruti makes per car is falling!😱😱😱😱 Maruti Management:- -First time buyers far exceed replacem… https://t.co/3zIt7a6DiIOn my Banking webinar i had said this:- I dont trust NBFC balance sheet....barring one or two! The Flexi loans fi… https://t.co/udQM1G3lGTLaurus Labs update Rev up 60% YoY, Pat up 424% (GM improvement & Operating Leverage), Stable Cashflows Increase i… https://t.co/twvTyRnPS3
Retweeted by Aditya Shah,CFACan Fin Homes Concall Collections in September at 93%, BETTER THAN PRE-COVID. Interesting!
Retweeted by Aditya Shah,CFADear @dspmf, Thank u. As ur partner advisor I have learnt a lot from u on this journey. Hardly surprising when t… https://t.co/c0e7rpoatY @hemanshi_gala Thank u!The past year has been spectacular. As I start a new year, my street smart friend Vidya Ganesh shared her wisdom a… https://t.co/yRgxHN1jTK @YatinMota Wen people buy small cars the average prices fall!I held one bank stock with negative returns for nearly 3-4 years! Some long term investors constantly tweeting on… https://t.co/p6vnfhIMAo @CNBCTV18News @SoniaSHENOY @nigel_dsouza @sonalbhutra @AnishA_MoonkaPidilite acquires Consumer & Bazaar business of Araldite in Indian Sub-Continent Cash Consideration of Rs 2100 Cr… https://t.co/TmwISX1dlH
Retweeted by Aditya Shah,CFA @adi2five @devmittas @SwarnashishC @AnishA_MoonkaAfter so long,sneaking in a work holiday....for the second time in a week Time for the young guns to slog it out!… https://t.co/jPUjz5pfFIWhen u conquer a Mountain U only find there are bigger Mountains to conquer. Time to be big. I hope my proteges… https://t.co/lQWPBiCtalHero MotoCorp update Rev up 24% (market share up 300bps), Pat up 9% YoY, Strong Cashflows Launched 4 new variants… https://t.co/wrusI7eS2T
Retweeted by Aditya Shah,CFALIC the best contrarian investor in India! Is now buying bank stocks!(No i dont mean Yes bank) Because they know… https://t.co/afT1rd8mH9Why mutual funds will NEVER make money! They are selling banks already! For heaven sake....the worst time for the… https://t.co/UBRvr4C0wFMe to @AnishA_Moonka These guys are SELLING Banks indiscriminately! The NPAs will rise for sure. Private sector… https://t.co/eVeuoaZbbCDont be a realist. Be an Optimist! https://t.co/lUL21PbUeV @Sandhu_sap Thank u! I believe in the baking industry! But there is always the good with the bad!Always be kind! https://t.co/Db3wzBMqCfBad times have a scientific value. These are occasions a GREAT learner would NEVER miss -Ralph Waldo EmersonIf you organize your life around your passion, you can turn your passion into your story and Then turn your s… https://t.co/i9D2DMIu2J
10/29
2020
You are not a team because you work together. You are a team because you trust, respect and care for each other. https://t.co/XDZxTyE8NK
Retweeted by Aditya Shah,CFAhttps://t.co/Z1SQAkLUJb @CNBCTV18Live @_ritusingh @kothariabhishek @AnishA_MoonkaConclusion of top banks results:- Corporates are not the ones who are defaulting. Retail is the one who is defaulting. Over and out! @em_jae_17 Y does the product need so many stars should be the real question!PI Industries update Rev up 20%, Pat up 71% (operating leverage), Strong Cashflows Balance Sheet as strong as eve… https://t.co/AHQ60FSMNF
Retweeted by Aditya Shah,CFAAfter Fast growth in unsecured retail lending for many quarters! Finally! Axis Bank now says we are now cautious… https://t.co/THEYVRQVBROn the Axis Bank call:- The top man is speaking things that dont even matter and he is not even clear! 🤦‍♂️🤦‍♂️… https://t.co/iR3ABg0Rs5Bankers use higher quality English and Complex banking terminology to hide..... How they screw up! "Only when the… https://t.co/gyhsS12WfIAxis Bank Update -37,000 cr worth of portfolio under Moratorium translating to about 6% book -Bank holds 3030 cr o… https://t.co/dI6uLCphEh
Retweeted by Aditya Shah,CFABalaji Amines Update -Revenues improve by 21%. -Margins at nearly 26% -In accordance with the Atma-nirbhar Bharat… https://t.co/9ZtX2SlJBu
Retweeted by Aditya Shah,CFA @_CreatingWealth Thanks! @_CreatingWealth @jaganmsna I hope u make better sense! @_CreatingWealth Y show CAR? This not a joke. it is banking! @_CreatingWealth CAR is essential to cover NPA and growth @larissafernand @stocks_in and SBI halved from that point too.Private sector banks have nearly 35% market share in the banking sector! Most private sector banks big or small ar… https://t.co/nPsfFGbpNd95% of portfolio back to growth trajectory. Parachute Rigids - 10% volume growth Value Added Hair Oils - 4% volume… https://t.co/BAVPq4Tfw1
Retweeted by Aditya Shah,CFAMarico Q2FY21 Results - Revenue up 8.2% YoY EBITDA up 7.2% YoY Net Profit up 7.9% YoY Good Cash Flows Interim Div… https://t.co/ZKjCj7lPyK
Retweeted by Aditya Shah,CFARBL Bank:- Since many years has the best presentation that is out there! Good disclosures!APL Apollo Tubes update Rev up 34% YoY (flat realisations), Pat up 68%, Strong Cashflows (business model changed t… https://t.co/NWOhBGPqA8
Retweeted by Aditya Shah,CFARBL Bank update:- The best most detailed presentation -9.4% of credit card loans under moratorium -6.7% of microf… https://t.co/TN58IihWAM
Retweeted by Aditya Shah,CFAMy entire team is on different concalls interacting with the management! The plethora of results means there is so… https://t.co/eedrGd38EkApcotex update Rev up 3% YoY, Pat up 222%, Strong Cashflows Improved Balance Sheet due to decrease in Working Cap… https://t.co/6wEWcaf4RM
Retweeted by Aditya Shah,CFA @menakadoshi Let's appreciate his guts to accept the mistakesPiramal Pharma update Rev up 9% YoY, EBITDA margin at 23% Largely from 20% growth in CDMO & 25% growth in Indian… https://t.co/usSAmbArPV
Retweeted by Aditya Shah,CFAOn the Piramal Enterprise Presentation:- For the financial section:- The Asset quality has just ONE SLIDE! They… https://t.co/DnQvdtz4haPredicting Market cycles! Ingredients are all in place for the BOTTOM formation of the real estate sector! Bottom… https://t.co/w6behk9EVhHow does it matter what Mr Jhunjhunwala or Mr Damani are buying? What matters is:- -What are you buying/selling o… https://t.co/qh5CDBlnYUTitan Q2FY21 Results Revenue down 2%, EBITDA 34.8% and Net profit 44.6% (YoY) Good Cash Flows Divesting Montblanc… https://t.co/ZPkA0aP6xL
Retweeted by Aditya Shah,CFA1/8 Often hear salaried people complaining about volatility being the reason they stay away from markets . IMHO I… https://t.co/GUXdPMATgE
Retweeted by Aditya Shah,CFAWhat defines your success in stock markets? -Your ability to go against the HERD and BUY...when everybody is panic… https://t.co/iBX9nK84h3 @AnishA_Moonka https://t.co/by3yucwcrvAs lockdown ended, a lot of us rushed to plan our next vacation or outing. But in that rush, don't forget that the… https://t.co/VuIZfttmec
Retweeted by Aditya Shah,CFATitan Q2FY21 results to come out today - Here is the roundup that will help you get up to date with the company -… https://t.co/MjVBPUpPMZ
Retweeted by Aditya Shah,CFA @RashiSadhu Thank uWorking on a governance piece-fish net firm 380cr of cash yet borrow at 8% from promoters Fair value gains trend -… https://t.co/twRcRIZMcj
Retweeted by Aditya Shah,CFAThe place called home. This place always amazes me! Quiet yet marvelous and spacious! https://t.co/GKUduCss1L @kirtan0810 @livemint Super Cool!What if you failed yesterday ? Today is not yesterday , is it ? :)) A new day calls for a new beginning ...… https://t.co/tP5JCiCDx6
Retweeted by Aditya Shah,CFA
10/28
2020
Don't design your startup to appeal to investors. Investors are a lousy source of evolutionary pressure. Aiming to… https://t.co/VmY5sFjKWh
Retweeted by Aditya Shah,CFAThank u! https://t.co/LwLIVrvl0qWhat a leader! Oprah Winfrey! https://t.co/l6ACKnUztu @salil_chadha @JstInvestments Thanks! we can agree to disagree. @VidyaG88 Yes. Expecting u to send a car was just too much!😂 @VidyaG88 Gaadi bhejwao zara. @salil_chadha @JstInvestments We are long term investors....we are not here to advertise anything! We have mention… https://t.co/oSKG668BMVBharti Airtel Q2FY21 Update 📶Revenue up 20.7% ,EBITDA up 28.4% YoY 📶Net loss at Rs 34 Cr vs Rs 22830 Cr YoY 📶Impro… https://t.co/aSyXG1PErn
Retweeted by Aditya Shah,CFAOn a lighter note 🤣🤣🤣 Always stay cautious while investing - do not invest in chakri/kachra/penny stocks to make q… https://t.co/haS1WxbN5z
Retweeted by Aditya Shah,CFA @RichifyMeClub @Rachit119951 u are too good Dhruv bhaai!🔥 @RashiSadhu Pls delete it
10/27
2020

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