Michael Steinhardt used to listen to stock pitches in a crisp format which took 2 mins:
(a) Why is your view on an opportunity different from the market?
(b) Why will the value gap close?
He called it variant perception. Everything else is back-up. Try it! It’s an amazing filter— Gordon DSouza (@gordonmax) August 5, 2018
India is a perfect example of fully efficient market via insider trading. MNC companies (Good corp governance?? ) stocks kept going up before announcement (merger with private companies) and after the announcement it’s down. Unbelievable. This takes insider to another level.
— Viraj Mehta (@virajmehta16) August 2, 2018
In India, you don't need to know anything about Businesses, balance sheet etc, to make money in market. Just get advance info on stocks entering/exiting ASM List, and you have a guaranteed 10-20%. Witness movement of past 5 days in ASM exit list announced today evening. Amazing!
— Shankar Sharma (@1shankarsharma) August 1, 2018
Bigger issue is 7.7L cr out of about 8L cr active Equity MF directed into Top 250 stocks by mcap. Entire field open for alternates.
— Aashish P Sommaiyaa (@AashishPS) July 17, 2018
PC Jewellers 1QFY19 update was already written on 25th May 2018 😂. No further comments pic.twitter.com/opYLH0VpLW
— Giriraj Daga (@GirirajDaga5) July 10, 2018