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Deepak Shenoy @deepakshenoy Bangalore, Karnataka, India

Founder, @CapitalMind_in. Free+Premium stock and market research, and wealth management at https://t.co/twksQssgle . Stocks are risky. Tweets not advice.

2,064 Following   100,597 Followers   102,954 Tweets

Joined Twitter 8/13/07


@shivsharma_5 @Stocktwits Congratulations and all the best! @b50 Aa troll mujhe maar types :)Are we gonna have a comparison chart for "36% Rise in GDP for US, what about India"? @AmyKazmin And it's much much worse for those in a lower income bracket. A lost year. @anshuagrawal_ Hey thanks for listening! On SCUF, I think their growth has slowed, so instead of generatng cash to… https://t.co/6NBS50RkplQ2FY21 Earnings: APL Apollo on a Strong Wicket https://t.co/fTTg32aEzk https://t.co/8ioMs54QtPInteresting data I picked up as I was preparing a presentation: Nestle India stock up 120 times Reliance Industrie… https://t.co/3LgTtoEcm9
Retweeted by Deepak Shenoy @AmyKazmin I have two and we're all quite desperately waiting for schools to open :) Even though we're in a communi… https://t.co/0CzP75dszy
10/29
2020
@KhasnisVinay That one wonly! I have been going there every year since 2006 :) @visson8 We are as open as we will be I think @AmyKazmin This will sadly push the haves and have-nots divide even further, but it's quite unlikely schools even s… https://t.co/wN1yYMkWMhThe lockdown fears are huge in the west, but in India, things remain sorta-open and cases are relatively lesser.… https://t.co/k8Z2CcIQfKAt @PublicisSapient, grooming budding talents has always been of great importance to us, and with Jumpstart 2020 we… https://t.co/0qG7jRnchN
Retweeted by Deepak Shenoy @akm1410 @28_HarshaSingh @artijourno Passing go and collecting 200 also?Gadkari rips nhai top management a new one. https://t.co/E8DYUz8ArJExplosive!!! please watch @nitin_gadkari speech-- This is the spirit that built the Mumbai-Pune Expressway!! Is he… https://t.co/WG8mvZdDsN
Retweeted by Deepak Shenoy @SandeepParekh @Sanjay__Bakshi @CFASocietyIndia Which is what Vodafone has been thinking. @SandeepParekh @Sanjay__Bakshi @CFASocietyIndia I know, I know. The opposite of that is this. (The older son calls… https://t.co/xlTYpwZPlX @pvsubramanyam Which one now? @stockpicker123 @MoneylifeIndia They don't have to. They have to reveal. That's the new set of laws. The point be… https://t.co/GBRMtprUUi @1MeetOne @lendboxin Thanks for this. I'll check around. @samirbrd Actually sebi rules require both. Ironically this change happened after reliance didnt disclose their control over network18 @stockpicker123 @MoneylifeIndia Private minority transactions are often classified as controlling . Ask sebi they w… https://t.co/9zDtf6Xi9k @stockpicker123 @MoneylifeIndia Having a veto on any asset sale is arguably equivalent to control, unless you have… https://t.co/jmur4NY98u @Investopedia72 Please see the historical awesomeness of Bennett and Coleman's share trading skillsAmazing. Paid highly after he enriches everyone else. Total respect. https://t.co/FUg8FCNHEK @stockpicker123 @MoneylifeIndia The fine isn't the thing. If future retail cannot sell assets without Amazon's perm… https://t.co/XHv4FtwXlS @1MeetOne @lendboxin Thanks. Apologies but I'm wary of anything that has 0% npa in a very low risk category ( these… https://t.co/AHPyn7VFXJ @saurabhsawant49 Nothing stops then from making it now
10/28
2020
Apparently, if Amazon does have a level of control on Future Retail that's equivalent to being beyond 51%, it might… https://t.co/6NSDElMF8F @TresBelle08 As, I suppose, we'll find out now. Apparently they do have the ability to at least hit the borrowers C… https://t.co/X3Jl6yeOo5 @TresBelle08 Thanks. Hope you didn't have too much in there! Retail situation is getting quite ugly there. @iam_anandv @jackerhack @RungRage This is true. In fact stock prices sometimes drive fundamentals (reflexivity). A… https://t.co/6cE7xw2EH8 @TresBelle08 Oh! But moratorium is over now, has anything started to trickle in? @1MeetOne @lendboxin Could you provide an update to https://t.co/lGxJETeowF which is as of Dec 2019 and shows 4.5%+… https://t.co/CmxF6kpR4A @iam_anandv @jackerhack @RungRage To be fair, in stocks and in life, everything is momentum and everything is refle… https://t.co/UXLl5xZDrGQ2FY21 Earnings: Growth Story Continues For Bharti Airtel https://t.co/G1Gb6YwZtV https://t.co/OrIc5Una8X
Retweeted by Deepak ShenoyQ2FY21 Earnings: Growth Story Continues For Bharti Airtel https://t.co/G1Gb6YwZtV https://t.co/OrIc5Una8X @PuneetK009 What was his process to get from the first line to the second? The outcome is fairly clear :) @vinit_ab @anujsarda If it's P2P there's no concept of a spread or a NIM. Individuals lend their own capital (not b… https://t.co/Y1ZMKX6hda @oltinInvestment Interesting: https://t.co/RyWfeEjkTO Looks very rough @kdkoolkarni If you aren't lending, it means you're not collecting either :)Biggest Positive In @Airtel_Presence Q2:- 1.4 crore 4G subscriber additions & 1.3 lakh broadband additions Growth i… https://t.co/wDV5q0Y6op
Retweeted by Deepak Shenoy @anujsarda Oh. And honestly, the delay in payments was a VERY large group that had Amazon as an investor!The business of lending is more about getting paid back than it is about paying out. I'm sure everyone knows this,… https://t.co/DEj9jXCEZV @anujsarda The bill you discounted - was it from a large co? (That's usually enough since you can take them to IBC… https://t.co/5saP7rjNd5 @sagargulabani Ouch. @ManojVKumar1 Sorry I quoted some silly detail :) @anujsarda I suppose you have something more on the other side than a person - i.e. some collateral @anujsarda They do business financing no? @sagargulabani Now or earlier?Those P2P lending sites. Anyone know how the NPAs are?NPA Adjusted for Creativity :) https://t.co/jLq5SrEZdyAll, Something I suggest each one of you take advantage of (in India). Will definitely help not just understand ur… https://t.co/HLQvqn6lEx
Retweeted by Deepak Shenoy @HarmoniusNota @capitalmind_in @uptickr @CalmInvestor Slack is fastest and allows for questions etc. Otherwise email is sent too. @HarmoniusNota @capitalmind_in @uptickr @CalmInvestor Depends on what you mean by % - it's easily calculatable no?… https://t.co/PmHr52AE2F @HarmoniusNota @capitalmind_in @uptickr @CalmInvestor There's excel sheets that will help :) We'll share thoseAwesome! ;) https://t.co/w3mMfwICSh @HarmoniusNota @capitalmind_in @uptickr @CalmInvestor Momentum's worked brilliantly - LT is now catching up too. Un… https://t.co/zCkMblkF9ASince you people were saying Hero Motocorp isn't into "premium" bikes, they'll now bring in the bluest of all: https://t.co/jeq1jcpGkJ @bavaluefinder @sumedhbhagwat @ICICI_Direct No no, it seems like it was incorrect dataDHFL's "Bandra Book" - How To Make 11,000 cr. Appear and Disappear https://t.co/X2CaCSAyMU by @deepakshenoy https://t.co/1RYdc5178I
Retweeted by Deepak Shenoy @jesal_jesal @sumedhbhagwat @ICICI_Direct thanks that is a relief @sumedhbhagwat @deepakshenoy @ICICI_Direct Erroneous reporting. Deal had actually happened at 3.86%.
Retweeted by Deepak Shenoy @sumedhbhagwat @ICICI_Direct Good q! I wonder what's happening out thereWhy is ICICI Securities raising money at such high yields (~14 % for 241 day CP ) Anything wrong with Co… https://t.co/FoFyit8DKF
Retweeted by Deepak Shenoy @HarmoniusNota @uptickr @CalmInvestor @capitalmind_in The debt masterclass was a video class we had done on debt fu… https://t.co/PFzlg5eS1c#Podcast 'If you utilize a lot of your limit on the credit card, I think it impacts your credit score. I haven't se… https://t.co/mHucvGanIl
Retweeted by Deepak ShenoyYour window to the startup world: Inside Info Edge https://t.co/bfS84uR1tk https://t.co/bWPfRrl61gPodcast #23: How India’s amazing new financial infrastructure will enable better, more inclusive “Bharat UX”… https://t.co/5Ssc6Umbba
Retweeted by Deepak Shenoy @datta_arvind @OptionT02594842 @HDFCLIFE This is not a protection policy. You cannot say decent returns and then in… https://t.co/2IqgOMN8Xz @gupta123654789 No private scheduled commercial bank in India has hurt your deposits. @apurva_sheth This also why you have to be wary of all of them. Bank managers are however the worst. They don't min… https://t.co/iuROTQreNZ @mluv1239 Very good point! I will connect separately :)
10/27
2020
@itsAdityaGoel @BloombergQuint Doesn't sound right. A lease cant be more expensive than emiNever agree to anything that a banker says. I hope you complain to the ombudsman and get your money back. And pleas… https://t.co/0pRqBDROuy#BestOfSlack https://t.co/cpegTIxxby
Retweeted by Deepak Shenoy @HarmoniusNota @uptickr @CalmInvestor @capitalmind_in Yes you get all our premium research content and access to sl… https://t.co/kzktaFpBLq @mishra_baibhav @capitalmind_in Cheers and thanks Baibhav! Do connect on slack! @rdkriplani Heh. Apologies I wasn't sure I understood the Q @rdkriplani Those are the exsiting shares only @rdkriplani What 16% @Dinesh_Sairam @mukund_bubna @capitalmind_in Thanks![Premium] Airtel acquired spectrum from Telenor, Tata Teleservices, Aircel, and Tikona. So it needs to renew a smal… https://t.co/jo8dp3dbDW
Retweeted by Deepak Shenoy @subhodeepster Hero :)One more digit and Kotak will become a phone number I say https://t.co/u0EfmPvDpBMarkets are showing signs of some weakness recently. And a strong set of selling in certain stocks @HarmoniusNota @CalmInvestor @capitalmind_in @deepakshenoy Same portfolios. Slight difference is in Premium, we mai… https://t.co/3VhC60ix4T
Retweeted by Deepak Shenoy @charan96161963 @TheNationDunno if they wanted to do that they would have already done that @irishdrug1511 @capitalmind_in The best way to think about ulips is to not think about them.🎙️ In our latest podcast episode, @CalmInvestor breaks down momentum investing, and how we apply it in our portfoli… https://t.co/IDp6VfHi12
Retweeted by Deepak Shenoy @vjoytwt @RanaAyyub Most Hindus are non veg and a considerable number eat beef also. So if non veg wasn't allowed… https://t.co/eGIrlCQwNM @kumarsamit @TheNationDunno Yep. Maybe a counter offer from friendlies
10/26
2020
@anshul1509 @TheNationDunno Biyani won't do this without having asked. Arbitrators being naive on purpose is far more likely @agrawalsanjeev Won't matter I think, RIL has other stuff weighing on it @agrawalsanjeev I agree with you that the dynamics are more complex than that @shivammitra4 Small tiny percentages, can't do anything major @saurabhgolu91 @anshul1509 Won't be allowed. Indian FDI rules will see through that @Investopedia72 Anyone can do anything. If they want to, why haven't tehy already? Not like uncle went belly up overnight. @TheNationDunno Er...they aren't fighting to buy it. Amazon cannot buy it. Reliance can, but is offering crumbs and… https://t.co/zrdMQJhyy0
10/25
2020

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