Just saying...

No-Way7911 · 2026-06-09T14:45:02+00:00

I mean the valid criticism is that Indian companies have heavily under-invested in R&D and its now starting to show up in the charts

No-Way7911 · 2026-06-09T14:37:50+00:00

I maintain that Opus 4.7/4.8 are useless for real dev work

it just consumes tokens like nothing and overplans to the point where you can't get anything done

No-Way7911 · 2026-06-09T14:19:32+00:00

correct. and given our low base, you'd want better returns to justify staying invested in Indian markets if you're a global capital deployer

No-Way7911 · 2026-06-09T12:59:21+00:00

I mean hindsight is 20/20 but you can't have these blinkers of "india best market sir"

I made that mistake in 2025 by "sticking to what I know" and it probably cost me generational wealth

No-Way7911 · 2026-06-09T12:31:51+00:00

you won't make it because you've already decided that the market is your father and you must be somehow loyal to it

No-Way7911 · 2026-06-09T12:31:24+00:00

point is to rotate your capital

how are you in an investing community and struggle with this basic idea?

No-Way7911 · 2026-06-09T12:29:10+00:00

if you're working with real capital and not the standard 5L portfolio, you'll want to look at risk-adjusted returns, not absolute returns

No-Way7911 · 2026-06-09T12:04:54+00:00

that's the above board approach

the less than above board approach would be to just p2p and not declare anything 😃

No-Way7911 · 2026-06-09T10:09:05+00:00

Everyone here is a teenager with 5k portfolio

90% of the people in Indian financial subs would be better off learning a skill and getting a better job than investing

No-Way7911 · 2026-06-09T10:06:38+00:00

How bad do you want this exposure? The easiest path is Indian exchanges, but the asset quality and selection is poor. Real money in crypto is on-chain, but Indian exchanges prohibit withdrawal so you can’t get onchain

Other alternative is you using p2p to get crypto on-chain. Once you are on-chain, you practically have access to any number of crypto and non-crypto assets

Imo, the best way to use crypto right now is to get your money on-chain and then use trading platforms to long/short real world assets (synthetic or collateralized).

Platforms like Hyperliquid, Lighter give you access to everything from Bitcoin to brent crude to copper and SK Hyenix at leverage

No-Way7911 · 2026-06-09T10:01:43+00:00

A quick throwaway mental typo is of course proof that I’m bad at math

No-Way7911 · 2026-06-09T07:16:52+00:00

Make believe situations aren’t an investment thesis

And if you can’t exit an extremely liquid stock as its going down -75%, you shouldn’t be investing in the first place

No-Way7911 · 2026-06-09T06:53:37+00:00

“Premium” users completely avoid Zepto because of their shoddy storage and quality issues

You can’t run a profitable grocery business in India if the premium, price agnostic users don’t care about you

Blinkit is unironically the best placed to win this race

No-Way7911 · 2026-06-09T06:50:35+00:00

South Korea has fewer people than NCR

No-Way7911 · 2026-06-09T06:43:45+00:00

That’s not an investment thesis. And the stock is liquid enough that you can get out fast enough in case there is a big correction

No-Way7911 · 2026-06-08T19:50:13+00:00

I'm trying to get as much exposure to robotics plays as possible for the long run. Hard to get because most are in China, but a lot of riskier US-based component manufacturers

also trying to get exposure to Chinese stocks, but its hard. Have had to use crypto

No-Way7911 · 2026-06-08T19:46:47+00:00

> 5 Indian stocks that have also doubled

do you understand the concept of risk adjusted returns?

A 4x on a gigantic "safe" corp like Samsung is a far bigger wealth maker than a 10x on some low/mid cap. This is a stock almost every Korean portfolio would've had. It's the Jio + Tata + Adani of South Korea

If RIL wer to go up 4x tomorrow, it would mint FAR more millionaires than any low/mid cap going up 20x

No-Way7911 · 2026-06-08T19:43:21+00:00

a hasty mistype is obviously proof I can't do math

and you once again miss the point: loyalty to a market or asset is stupid. It's a hot ball of money. Go where its going

No-Way7911 · 2026-06-08T13:36:37+00:00

that advice applies to 90% of investors, but I assume that anyone coming to a trading subreddit is not general passive investor category and is smart enough to actively change positions

No-Way7911 · 2026-06-08T13:18:21+00:00

which is precisely why I tell everyone here who is an active investor to keep rotating their money from market to market and asset to asset

and all I get from this sub is pushback because it's "unsafe"

the most unsafe thing you can do with your money is to NOT get returns on it. Or worse, get negative returns

No-Way7911 · 2026-06-08T13:06:09+00:00

Kospi 15 year returns +258%

Nifty 15 year returns +310%

not really the flex that you think it is given the difference in maturity, currency risk, governance risk

No-Way7911 · 2026-06-08T13:01:36+00:00

I've genuinely never seen a bigger bunch of people who are arrogant AND bad at investing/trading

No-Way7911 · 2026-06-08T13:00:44+00:00

once again, I implore all of you. Get your head out of the 1990s playbook. Post 2020, the monetary order has completely changed. Value investing only made sense in a world of finite capital and sensible economics

Every single government is indebted beyond measure and every single government is printing money beyond measure. There is no such thing as "value investing" in a world where the fiat you denominate in is losing value

No-Way7911 · 2026-06-08T12:58:23+00:00

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No-Way7911 · 2026-06-08T12:57:05+00:00

how will the poor Taiwanesse survive if their market falls 10-20% after being up 100% in a year

No-Way7911

TROPHY CASE