Nilesh Jain @write2npjain
Life is beautiful ! Making most of it !! Joined September 2013-
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🔥Judge Jeanine goes the fck OFF! "I see too much violent crime being committed by YOUNG PUNKS!" "Our laws are WEAK. We can't touch anyone if they're 14, 15, 16, 17 years old. That changes TODAY"
BREAKING: A Hong Kong court has ruled that Evergrande, China's largest real estate developer, must be liquidated. The stock is now down another 20% today on the news and trading has been halted. Evergrande is now considered the most indebted property developer in the world.…
BREAKING: Fed rate futures now show a 100% chance of NO interest rate hike at tomorrow's Fed meeting. However, there is still a 65% chance of a 25 bps interest rate hike in July. Only 1 interest rate CUT is currently expected for the entire 2023. Markets were waiting for CPI.
Events over the last month: 1. Collapse of First Republic Bank 2. Fed raises interest rates by 25 bps 3. Interest rate futures add 50 bps in rate hike expectations 4. Mortgage rates hit fresh high of 7.1% 5. Total household debt hits record $17.1 trillion 6. PCE Inflation…
Any stock that has negatively surprised in past, will not have many bulls and there be no over ownership. That's always a good starting point for screening. Low earnings base + High -ve sentiments = Potent mix for value investing Extract from a book that has unseen value 👇
Russia controls ~17% of Nickel’s total supply & obviously with that amount of supply going out of system, one would assume prices to rise But someone expected prices to fall! A🧵on how the 2.3x surge in Nickel prices was triggered by a short trade & not due to supply crunch
Discussed Radico at @ias_summit and how the quality of investors that are coming in might chnage the perception. Journey of a business is often followed by journey of a stock. Lower the risk- lower the eventual discount rates. Applying a DCF mindset 🧠📋
Excited to be networking from home on @lunchclubai! Use my invite link to network from home: lunchclub.ai/?invite_code=n…
👇Have decided 2withdraw my consultancy works on USFDA/EU approvals 2 China Pharma companies including 2 Fortune 500 one’s, with immediate effect. No more of “teaching the tiger to climb the tree”Whatever time saved,now be fully in the service of @myogiadityanath ji @unseenvalue
👇Have decided 2withdraw my consultancy works on USFDA/EU approvals 2 China Pharma companies including 2 Fortune 500 one’s, with immediate effect. No more of “teaching the tiger to climb the tree”Whatever time saved,now be fully in the service of @myogiadityanath ji @unseenvalue
13. Nb/Sub Satnam Singh 14. Nb/Sub Mandeep Singh 15. Sep Jai Kishore Singh 16. Hav Bipul Roy 17. Sep Gurtej Singh 18. Sep Ankush 19. Sep Gurvinder Singh 20. Hav K Palani (2/2) Om Shanti 🙏🏼 Never Forget, Never Forgive 🇮🇳
A very sad day for India. 20 Indian Army personnel now confirmed Killed In Action in border clash with China. More unfortunately will be known later. China backstabbed India after initially mutually agreeing to disengage. Nation in mourning. Lesson? China just can’t be trusted.
Refrain from valuing a business on P/E or P/B when past few years been wonderful. Refrain from valuing a business on P/E or P/B when past few years been miserable. Value on 👉 EV/(whatever you like eg Free or Operating Cash) | PE works well with normalised earnings only 🤝
Excellent discussion today between Hon'ble CIM @PiyushGoyal and the industry about how to get eCommerce back on track and firing on all cylinders so that essential needs of consumers across the country can be fulfilled by the industry at this critical time.
Excellent discussion today between Hon'ble CIM @PiyushGoyal and the industry about how to get eCommerce back on track and firing on all cylinders so that essential needs of consumers across the country can be fulfilled by the industry at this critical time.
Overwhelmed with support and quick addressal of all the issue faced in making Ventilators Thanks @narendramodi @PMOIndia @MoHFW_INDIA @NITIAayog @investindia @AP_MedTechZone Hope we would get back on full capacity soon ! #COVID2019 #21daylockdown #Lockdown21
There are no constraints on the human mind, no walls around the human spirit, no barriers to our progress except those we ourselves erect.
Zakir Musa is d 18th terrorist eliminated in last 18 days in Kashmir Valley. 89th so far this year. We were busy with d elections in d country. Our proud JK Police n security forces were busy in their duty of cleansing d Valley of terrorists. Salutes to d dedicated band
Size of the country (Land mass+population) X Size of the Economy X Size of the election mandate = Leader’s Power Quotient. By the measure of this crude formula, @narendramodi is about to become the most powerful, democratically elected leader in the world today...
सबका साथ + सबका विकास + सबका विश्वास = विजयी भारत Together we grow. Together we prosper. Together we will build a strong and inclusive India. India wins yet again! #VijayiBharat
When the history of India's rise under Modi era is written, the people of Uttar Pradesh will find a special mention. They powered the Modi hope in 2014. They reinforced his promise in 2017.And they defeated the most cynical politics in 2019 to again empower Modi. #ProudToBeFromUP
Chief Minister of Odisha Naveen Patnaik writes to Prime Minister Narendra Modi thanking the Union Government for the help rendered to the state during #CycloneFani and to consider sanctioning 5 lakh PMAY(G) special houses.
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