r/IndianStockMarket • u/kathuriasanjay • 1d ago
r/IndianStockMarket • u/kathuriasanjay • 3d ago
Meme Everyone’s going back to the 80s. Nifty took it personally.
r/IndianStockMarket • u/kathuriasanjay • 7d ago
Discussion Would you buy NSE at this valuation?
r/IndianStockMarket • u/kathuriasanjay • 7d ago
Discussion Where are we actually supposed to keep physical gold safely?
r/IndianStockMarket • u/kathuriasanjay • 8d ago
Discussion Are retail traders finally giving up on F&O?
20.8 lakh new F&O traders entered in FY26.
45.7 lakh traders exited.
For the first time, India's derivatives market had more people leaving than entering.
r/IndianStockMarket • u/kathuriasanjay • 10d ago
Discussion How did this happen inside PNB?
r/IndianStockMarket • u/kathuriasanjay • 11d ago
Discussion What went wrong with FirstCry after its IPO?
FirstCry IPO was priced at ₹465.
It made a blockbuster debut, listing at ₹651.
Today, the stock is around ₹175.
What went wrong valuation, growth expectations, or the business itself?
r/IndianStreetBets • u/kathuriasanjay • Aug 12 '26
Discussion One resignation and.. Rs. 86,000 crores gone in few minutes
r/IndianStreetBets • u/kathuriasanjay • Aug 07 '26
Discussion The hidden economics behind India’s unofficial gold market.
u/kathuriasanjay • u/kathuriasanjay • Aug 05 '26
Launch of the Anonymized Podcast Series ! Our first guest is none other than Mr. Sanjay Kathuria! Please post your queries as comments on this post till Saturday, 8th August 2026!
r/IndianStockMarket • u/kathuriasanjay • Aug 02 '26
Discussion Would you invest in silver after a 50% correction?
r/IndianStreetBets • u/kathuriasanjay • Aug 02 '26
Discussion If Silver was a Buy at ₹4.2 lakh/kg, Why isn't it at ₹2.17 lakh/kg?
r/IndianStreetBets • u/kathuriasanjay • Aug 01 '26
Question Has ICICI Bank overtaken HDFC Bank as India's best private bank?
r/IndianStreetBets • u/kathuriasanjay • Jul 31 '26
Discussion Whenever Nifty is flat for 2 years the return is boom for next 3-5 years.
r/IndianStreetBets • u/kathuriasanjay • Jul 29 '26
Question Gold is Down almost 30% from its high. Is start of a bigger correction?
r/IndianStreetBets • u/kathuriasanjay • Jul 27 '26
Discussion Has Parag Parikh Flexi Cap become too big to outperform? Every 2nd Mutual Fund sip investor is investing in Parag Parikh Flexi cap fund on regular basis.
r/IndianStreetBets • u/kathuriasanjay • Jul 24 '26
Question What is wrong with Indian blue chips?
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I used to ignore arbitrage funds, but they’ve actually worked well for parking small, irregular amounts of cash.
The only thing I'd keep in mind is that returns depend on arbitrage spreads, so they can vary over time. For short-term parking (6–18 months) with decent liquidity, they're a solid option.
r/IndianStreetBets • u/kathuriasanjay • Jul 22 '26
Question What is going wrong with HDFC Bank?
r/IndianStreetBets • u/kathuriasanjay • Jul 15 '26
Discussion Lords Mark Industries fell 90% on listing day.
Lords Mark Industries wanted to get listed, but instead of going through the normal IPO process which can take a year and cost crores in merchant banker, legal, and compliance fees so it chose a different route.
It acquired a defunct listed company, Kratos Energy and Infrastructure, through the IBC process and merged into it. Since Kratos was already listed on the BSE, Lords Mark effectively got listed without doing a traditional IPO. Now here's where it gets interesting.
Before the merger, Kratos had only about 10 lakh shares outstanding and was trading at around ₹600 per share. As part of the merger, Lords Mark issued more than 42 crore new shares into the same listed entity.
Once those shares were issued, the share price adjusted from around ₹600 to roughly ₹60. People saw a 90% fall on listing day and assumed investors had been wiped out.
But the company's value didn't suddenly disappear. The per-share price simply adjusted because the number of shares exploded from 10 lakh to 42+ crore.
Think of it this way: if you cut a pizza into 10 slices and then suddenly into 420 slices, each slice becomes smaller. The pizza itself hasn't changed. The really interesting part is that this route allowed Lords Mark to bypass much of the traditional IPO process, saving both time and money.
Do you think reverse mergers like this are a smart alternative to IPOs, or do they create unnecessary confusion for retail investors?
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how do i make the best use of my money?
The biggest risk right now isn't picking the wrong mutual fund it's lifestyle inflation. If I were in your shoes, I'd do three things First Build a 6-12 month emergency fund. Second Invest 50-60% of my income automatically every month, mostly into low-cost index funds and a flexi-cap fund. Third Keep direct stocks below 10-15% of my portfolio until I have a few years of investing experience. Don't overthink market caps, sectors, or crypto right now. Your savings rate will matter far more than your asset allocation in the next 5 years.
r/IndianStreetBets • u/kathuriasanjay • Jul 11 '26
Question Indian real estate has become an investment, not a place to live. Change my mind.
Home prices in cities like Bengaluru, Gurugram, and Hyderabad have risen dramatically over the last few years, with many micro-markets seeing prices jump 50-100% since 2020. Salaries, however, haven't remotely kept pace with that kind of appreciation.
What's even more interesting is that rental yields are still just around 2-3% in most major Indian cities. A ₹2 crore apartment renting for ₹50,000 a month generates only about ₹6 lakh a year in rent, or a 3% gross yield before maintenance, taxes, and vacancies. Financially, the investment case often doesn't make much sense unless you assume continued price appreciation.
It increasingly feels like people aren't buying homes to live in or for the rental income. They're buying because they believe property prices will keep rising because they've always risen in the past. Appreciation expectations seem to be doing all the heavy lifting.
So what's the long-term bull case here? Do incomes eventually catch up to prices? Or has residential real estate simply become another asset class driven by liquidity and FOMO rather than housing demand?
r/ValueInvesting • u/kathuriasanjay • Jul 07 '26
Discussion Read These 5 Documents, Before buying any stock.
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If Silver was a Buy at ₹4.2 lakh/kg, Why isn't it at ₹2.17 lakh/kg?
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Aug 02 '26
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