sandip sabharwal

Feels great to be felicitated by SBI Chairman Mr. Khara for my contribution towards the growth of @SBIMF during my stint as Head of Equities many years back. Thank you @dpsingh_sbimf for the recognition. It was a great tenure at SBI Mutual Fund of nearly 11 years

Does the Foreign Fund which was recently banned and reinstated have a different strategy now? I.e. instead of pulling up on Thursday morning and dumping in afternoon Now pull up one day earlier and dump next day....

At @TajAravali Udaipur An excellent resort the best in class @TajHotels service standards

Western Express Highway is massively potholed, especially the Vakola Flyover on the way to Airport Seems like we are on some village roads @Dev_Fadnavis @mybmc

Watching IPL matches in shitty stadiums where you are treated as Cattle is cheap? OTT content is now repetitive and boring as old popular series have been exhausted. However disbelief is good and necessary for performance and as such i like your comment.

RESEARCH ANALYST SERVICES PERFORMANCE FROM CONVICTION INVESTING PLATINUM PLAN- Smallcaps+Largecaps TARGET MIDCAP PORTFOLIO- Pure Midcap TARGET BLUECHIP PORTFOLIO- Pure Large cap WINNERS PLAN-Smallcaps CONTRA STRATEGY- Contrarian focused 9-15 Stock portfolios SHORT TERM…

One more sleeper hit playing out #MahaAvatarNarasimha People are bored of repetitive content on OTT Platforms. Plus you now have advertisements and need to pay to watch specific titles. Movies are back in a big way. 99.99% don't want to believe this. Time will tell

Selling off all.NBFCs due to Asset Quality deterioration at #BajajFinance makes little sense Remember many NBFCs turned cautious when Bajaj Finance was very aggressive in lending They will benefit now in an easy monetary policy cycle

Second Major order win for the company in this week. With this it has already reached 50% of the order win Target for this year Winning orders for Infrastructure Companies is easy. However it's key to choose those with strong payment guarantees.

RESEARCH ANALYST SERVICES INVESTING DURING CORRECTIONS= ABOVE NORMAL RETURNS LONG TERM PLATINUM PLAN- Smallcaps+Largecaps TARGET MIDCAP PORTFOLIO- Pure Midcap TARGET BLUECHIP PORTFOLIO- Pure Large cap WINNERS PLAN-Smallcaps CONTRA STRATEGY- Contrarian focused 9-15 Stock…

Many so called Social Media experts are recommending Retail Investors to buy into #IEX after a huge negative development which can disrupt its entire business model is on the anvil from next year I have not position in the stock. Please be wary of such people who have vested…

In the last 15 years Whenever July has been a negative month (usually rare for July to be negative) Then August has also been negative.....

I will be on @NDTVProfitIndia tomorrow morning 8.30 to 9 AM

Huge number of Retail Investors stuck in #TejasNetworks By blindly following some large investors Tracking fundamentals is very important. The company never had any sustainable business model. Now hardly has any orders with debt of over Rs 3000 Crores. Market Capitalization is…

Chalo Bhujiya mein bhi zero inflation....

I was very surprised to read hugely glowing reviews and massive Buying Recommendations on #persistent and #Coforge post results which were below expectations and where valuations are also very high I was wondering if I mis analysed. Market reaction shows not. Crazy analysts For…

Welcome to the new age of analysis and analysts— Where a ₹500 crore loss is hailed as progress because it's better than the ₹550 crore loss last quarter Such stocks are rated Strong Buy, they say. Valuation? Don’t ask, just believe.

Longer term inflation expectations in India are getting stabilized Wheat and Rice stocks with the government are now at 4 year highs Pulses supply domestically and globally is strong i.e. pulses and cereal inflation in food inflation will be muted Milk supply and prices are…

Aree bhaiya understand Dividends are out of Post Tax Profits It goes to all shareholders Salary gets deducted from profits attributable to shareholders If you don't have such basic understanding you should not be investing

Contrasting Ethics I was very impressed by the decision of #Kajaria management not to take salary for this year and till profitability and growth improves Flipside IT Company top management keep on taking in high salaries plus ESOPs despite subdued growth and deferment offers…

Many on Social Media assume that the view on a stock is always due to the position one holds Its not true. For example my positive comments on #Infosys yesterday are simply due to delivery Vs expectations and management commentary and body language. I hold no position on Infosys…