Anurag Singh
@anuragsingh_as
Value Investor | Hedge Fund Mgr | Ansid Capital
SIP disaster awaits: Short story. Why the India #SIP investors will struggle to make money ? When everyone believes an investing story, it crowds out the asset values to the point that the assumption fails to work. SIP story was a retrospective analysis story. It has ruined the…
अगले 20-25 साल भारत के है... लेकिन 5 साल में निफ्टी में जो 20% का रिटर्न बना ये Exceptional फेज है, 12% तक बाजार के रिटर्न रहेंगे...- अनुराग सिंह, मैनेजिंग पार्टनर, Ansid Capital #AwaazAdda @vipinbhatt @anuragsingh_as #StockMarket #Israel #Iran #Global #CrudeOil
LONG POST – Abandoned Real Estate projects: A Structural Fraud How a generation of home buyers were systemically defrauded in broad daylight. Do the consumers stand a chance when the entire system was designed to con them? Has anything really changed in Indian real estate…
Reposting the March 2025 OpEd for ET. Much relevant for next couple of years.
LONG POST: #EconomicTimes article Why does the India bull look tired? Over the past week, Indian equity markets are up almost 2% with the Nifty trending at 23,589. Retail investors are happy and renowned experts are going out and claiming it to be the ‘start of a new bull run’.…
Chipotle $CMG did a 4x between 2019 & 2024. The company did a 1/50 stock split in June’24 & offered ESOP/RSUs to all employees at $60 per share. Stock has been a downhill since then. Lesson - When the party opens for everyone, the best already over. #Chipotle
Equity Mutual Fund inflow is such a great contra indicator for mkt returns. The MF flows rise after every great year & fall after every flat or negative year. Last year great - Inflows Last year poor - Outflows Most #MF investors see the last 1 year returns. That's it.
#WATCH | "No bargains in Indian markets—stay cautious, stick to large caps, avoid defensives & IPOs," says Anurag Singh of Ansid Capital in a bearish call. Favors selective sectors & mutual funds Full Interview: youtu.be/z9dELkL39L0?si… @anuragsingh_as @AyeshaFaridi1…
What an incredible legacy @nikunjdalmia . You’ve built the brand from scratch. ET Now is almost synonymous with your name . Congratulations & best wishes for the next endeavour. You will be missed. Cheers 🥂
Today I close an unforgettable 18-year chapter at ET NOW and ET NOW Swadesh. From the energy of the newsroom to the countless hours of live broadcasts, it has been the most rewarding journey of my life. Grateful to our MD Mr. @vineetjaintimes, the group CEOs, and every colleague…
A section of media has been waiting for President to make this error. He’s too smart to do this. But it doesn’t prevent them from trying almost every month now. If you only read these papers, you’ll tend to believe that US is in a decline. Fact is - US is doing better than ever
Short Post: #SEBI report on trading losses in India Why is everyone trying to educate traders when 10% of them still make money? Consider this: 14 lac apply for Civil services exam in India for 800 seats, success rate of 0.05%. We see lacs of students wasting precious years in…
PEAK Period के बाद अब Absorption Period आना ही है... यहां से 2040 के अंत तक अगर निफ्टी 96000 तक जाता है तो इन्वेस्टर्स को 10% का रिटर्न मिलेगा : अनुराग सिंह, मैनेजिंग पार्टनर, एंसिड कैपिटल #AwaazAdda @RoyLakshman @anuragsingh_as #StockMarket #Investment #Trading #Traders…
A rare investor education video by #AnilSinghvi ji on how retail investors are losing money gradually, from owner exits. A Must Watch. Unfortunate that such videos don’t get much views. A classic sign that bull market blinds us all. youtube.com/live/i-fV99gAj…
#JaneStreetGroup trading revenues were $ 10 BN in 2023 & $ 20 BN in 2024. Close enough to the big guys. As per #SEBI disclosure, a significant $4.5 BN of revenues came from Indian markets. The growth in 2024 shows they had found some gold pot - INDIA #Nifty50 #BankNifty
100x in 20 years ? Below 47 companies grew 100x to 2800x in just 20 years starting 1994. Huge wealth creation. Can you find 10 stocks that could grow 100x from 2014 to 2034 ? Even 10x is Unlikely ! Where are the new 100x compounders ? #Nifty50 #Nifty500
SHORT post for #IPO enthusiasts: All IPOs are priced to perfection by bankers who have much higher expertise than you. They get a % of capital raised. They’re penalized if IPO price jumps after listing. They won’t leave money on the table. Nobody will. Promotors of IPOs now…
#OnETNOW | "I am more confident that it will turn out to be a decisive moment in history and in time," says Anurag Singh, AnsidCapital on the declaration of ceasefire between Iran and Israel FULL INTERVIEW: youtu.be/bmMgv1lOxJ0?si… @anuragsingh_as @AnsidCapital @nikunjdalmia…
This is so well said. If fast money from PE comes in, it would also move out by design. With profits. Investors need to watch the cycle. The private party starts much before the listing. #IPOs are usually end of the party. Exceptions are not the rule.
Previous FDI funded projects being now funded by PE is bad for every 7 yrs or so PE expects to take out double the amount invested (in aggregate). Very easily one can see that this will become unsustainable due to doubling requirement every 7 yrs or so. India needs to attract…
SHORT POST: Time for contra #SIPs? Since SIP has become the new LIC. A herd behavior Quoting from the movie “Drishyam 2” “Sawaal ye nahin hai ke aapke ankhoon ke saamne kya hai. Sawaal ye hai ki aap dekh kya rahe hain ? “ #FIIs don’t matter anymore in Indian markets as…
इजराइल ने ईरान पर हमला किया तेहरान के रिहायशी इलाकों को निशाना बनाया टैरिफ का ग्लोबल बाजारों पर कितना असर? अमेरिका में क्या महंगाई नियंत्रण में आ गई है? भारत की कैसी रहेगी ग्रोथ स्टोरी? जानिए Ansid कैपिटल के अनुराग सिंह का नजरिया #StockMarket @davemansi145 @anuragsingh_as…
#Nifty50 #Nifty500 Next few years may absorb earnings spike & the super-normal returns (post 2020) By 2030, investors are likely to see the same historical average of 10% to 12% returns. Bull markets price over-optimism so future returns are moderate. My take @CNBC_Awaaz