BA BA BA BABANANA
I think this has to be a must watch. I think I totally agree with his statement “India rising story is getting tested.” But tests like this are very much needed.
Very balanced analysis.Far better than any so called Indian "fintuber" or tallking heads.I think this has to be a must watch. I think I totally agree with his statement “India rising story is getting tested.” But tests like this are very much needed.
Ok so how did it go from yday low of 1000+ to 1600 (60% bump) if people did not bet money ? 600*250 = 1.5L on margin of 1.5L IIRC, paisa double aur kya mangta ? Forget profits earned from shorting.Here is a Hypothesis:
Let’s for a second assume that the report is all hogwash/ conspiracy.
The books, shareholding and transactions are indeed all clean with no wrongdoing involved.
If the hypothesis is true, the current share price of Adani Enterprises wouId make it an investment opportunity of a lifetime!
If I were fully convinced of the assumption above, I (or any other sane person) would be looking at remortgaging my house and leverage all possible collateral for buying as much as I possibly could.
The returns within weeks, or maybe a few months alone would yield enough for me to take an early retirement and chill out for the rest of my days on a yacht in the Bahamas or maybe Andaman.
If I was partially convinced, at the very least I would be plonking all my free cash.
So I just have one question for those who seem to be so convinced of the assumption above - Have you actually put your money where your mouth is?
There's a reason why it's usually the PSUs keep giving loans to fraudsters. Private banks haven't got direct line to delhi. He and govt, they scratch each others backs. Nothing surprising. It's always been like that.
reminds me of this thread where many were cribbingThe difference between the level of discourse in this thread and a similar threat on Team-BHP is very stark.
Both sides have some valid points, there is blatant corruption and stock manipulation, there is also a geopolitical angle.
At the end of the day, "dharma" of an investor in the stock market is to make money. I won't short Adani because my pockets are not deep enough to compete with the Govt, I won't go long because his books and numbers are a work of fiction. The lesson to take away from this whole fiasco is that there is still a place for actively managed mutual funds, while the passive indices took a beating many actively managed funds walked away unscathed.
Logic works well in closed systems with 100% market forces. Not when there are political forces involved.Short selling is not an offense and it actually helps with price discovery. However, due to regulations against it, it's almost impossible to short sell in India. If short selling were allowed in India,
Is it Adani that is the target?How is Adani being targeted?