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Mandar Mhatre

@MandarMtweets

CRO @Formidium. ex India head - EPIC Inv. Partners & Apex Group, author, student

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Poor air quality, dirty rivers, cities sans trees and now a junk food attack!

Global junk food giants see a lifeline in countries like India as public health awareness grows in Western markets trib.al/evlJwt3



Angel investing is very high risk. Sebi may need to put in place accredited investors norms or have then done via funds. Else we risk too many guillable investors taken to slaughter houses.

When investing and entertainment are mixed, I worry about the consequences

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We have a size and depth challenge. Despite 7k+ listed entities, top 100 probably accounts for 90% of volumes. That concentration increases further during bear phases. Mkt cap size and illiquidity are biggest constrains for any institutional investor.

This. Just 382 stocks have 95% of all AUM. In fact just 7 stocks have 20% of all AUM of mutual funds. But mutual funds have only 8.7% ownership of all stocks put together. Less than FIIs who own 19%, and even retail investors who have 9.4%.

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Reminds me a famous quote. I sent 2 kids to college from my trading. Both were of brokers!

Nopes. But ask yourself, where do broking profits come from? F&O trading, yes? And this happens at whose expense?



Pre Ganesha festival excitment at Shivaji Park. # GanpatiBappaMorya

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You either have money or education. #GPs got their education on LPs money. Hope these LPs are smarter on who to trust and who not to!

To be fair, Byju did turn out to be a proper education company- it has educated the world on so many issues including PE investing, private investing, due diligence etc.



Time is friend of great businesses and enemy of poor ones!

As you increase the holding period, the chances of losing money keep falling. A reminder to us from @NiravKarkera of Fisdom that there are more benefits to long term investing than compounding. #personalfinance

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Excellent visual aids for key #investing principals.

30 Visual Investing Lessons 🧵 1. Moats are essential for long-term investors:

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Bopanna is an inspiration.

"Bops, you're an inspiration 🥹" @RajeevRam and @joesalisbury92 shout out @rohanbopanna for his selfless act of sportsmanship during their #usopen men's doubles thriller: tennis.com/baseline/artic…



Curious to know how many avoided first part and latched on to the second part.

Love this slide by EA Sundaram at the TIA Conference in Chennai

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Finally, icing on the cake, my portfolio firm @onlinepsbloans won the 'The friend of Fintech' award for democratizing lending, working with Jan Aushadi for credit & GST Sahay TY Jinand Shah for hosting, Mohan Tanksale sir for continued guidance amid his busy event sessions


Sacheting of financial products - I would have never imagined a loan or insurance sold in sachets with a QR code and end-to-end digital process. #iSpirit has done a superb job of building the infra layer to make it possible ONDC evolution and the next big opportunity (4 of n..)


Rapid strides by the most underrated fintech in the world, #NPCI. Their vision is powerful & execution is superb #Fintech stalls showcasing products, innovations, and ways forward. Many of them are promising & have a very different take on solving age-old problems (3 of n..)


When I started investing in 2012/13 fintech was just payments followed by lending a couple of years later. Good mix of enthusiastic young crowd guided by experienced seniors Quirky chats on not just all things #fintech but also other hot topics/innovations/mindsets. 2 of n..


Global Fintech Festival was a very well-organized, high-energy event spread over 3 days and attended by 1000s A few key takeaways: Continued support from the government and RBI Expansion of fintech into multiple substreams with each one having more than 50+ #startups. 1 of n...


Saw #options P&L of lowlevel staff of a 5 star. #Losses of 2.5L #trading #banknifty over last 5-6 mths. On top of it, paid 35k+ to a broker ending with dha. Can these be ever avoided? How? Can there be inbuilt mechanism while doing kyc? @moneycontrolcom @livemint @EconomicTimes


Some evenings just take your breath away! #mumbai

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Kotak Bank is not only a great example of wealth creation via entrepreneurship but also embodiment of nurturing talent, harnessing technology, partnerships and staying on top of the game. Thank you Sir and best wishes.

Succession at Kotak Mahindra Bank has been foremost on my mind, since our Chairman, myself and Joint MD are all required to step down by year end. I am keen to ensure smooth transition by sequencing these departures. I initiate this process now and step down voluntarily as CEO.…



Mandar Mhatre Reposted

Succession at Kotak Mahindra Bank has been foremost on my mind, since our Chairman, myself and Joint MD are all required to step down by year end. I am keen to ensure smooth transition by sequencing these departures. I initiate this process now and step down voluntarily as CEO.…


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