23
Nov 2021
Musings
An assorted collection of thoughts on business, finance, and life. Browse by tags.
22
Nov 2021
Buy Now, Pay Later for stocks
twitter.comBuying stocks by borrowing at ~15% & risk of being liquidated in drawdowns, is probably the worst financial product for retail investors...
18
Nov 2021
Crypto and forex ads need to be regulated
twitter.comIf financial services businesses are allowed to mis-sell greed & easy + guaranteed returns from risky financial products, it not only harms consumers but it creates a systemic risk...
16
Nov 2021
Investing in high growth, low profit businesses
twitter.comIf you are investing in new-age businesses that aren't profitable yet & carry large risks, here are right questions to ask...
12
Nov 2021
Why not IPO Zerodha?
twitter.comWe think an IPO is the beginning & not the end. As soon as you have lakhs of conservative retail investors on your cap table, the obligations go up...
10
Nov 2021
Introduction of T+1 settlement
twitter.comFrom Feb 2022, the T+1 settlement cycle will be introduced in a phased manner in the Indian markets...
08
Nov 2021
Nice guys never finish last
twitter.comYour odds of getting lucky in a connected world like ours dramatically go up when you have people genuinely wishing you well...
08
Nov 2021
Trading actively is the toughest way to make easy money
twitter.comTo trade well, you need to trade less—both no of trades & capital...
31
Oct 2021
The future of Zerodha and competition
twitter.comWhen you're candid in interviews, you run the risk of being quoted out of context with misleading headlines...
28
Oct 2021
A corporate actions Nudge to help users avoid mistakes
twitter.comEvery time there is a corporate action like a stock split retail investors tend to buy the stock wrongly thinking that the stock has become cheaper...
27
Oct 2021
Behaviour of younger investors
twitter.comUnlike the previous bull runs, most of the new investors starting especially because of IPOs this time are under 30 years. The good thing is that they are younger and have less to invest...
23
Oct 2021
Offering unregulated products like Digital Gold, US Stocks, and Unlisted Stocks
twitter.comWhen you are regulated, everything is normally black & white. People keep asking me why don't we offer crypto...
19
Oct 2021
Right place, right time
twitter.comIf startups IPO, & create wealth for Indian retail investors in long run, that will be beautiful. For this, I guess the growth has to be sustainable...
18
Oct 2021
Nature Shows How This All Works
twitter.comExtreme events in one direction increase the odds of extreme events in the other...
14
Oct 2021
A trading algo is as good as the person that wrote it
twitter.comI keep hearing often that algo traders are super profitable, which by the way isn’t true...
12
Oct 2021
Algo trading platforms and regulations
twitter.comRisks and regulations governing algo trading platforms...
11
Oct 2021
09
Oct 2021
08
Oct 2021
01
Oct 2021
Valuation of stock brokerages around the world
twitter.comI am pessimistic about the valuations of brokerages...