The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Shenoy: DHFL Hit Upper Circuits Despite Resolution Plan Zeroing Equity
“In DHFL, it was written in the resolution plan. This share is going to become zero. We wrote a post that this share is going to be zero. Please don't take it. It was in the upper circuit for four days.”
Shenoy: Capitalmind Avoids SME Exchange Stocks Due to Illiquidity and Client Redemptions
“No, because SME doesn't have liquidity. It doesn't make sense for a company like ours, where we offer liquidity to our customers. I can't offer them and then have companies which I can't sell in a day.”
Shenoy: Capitalmind Must Raise Capital to Meet SEBI Mutual Fund Rules
“We will need to raise some money soon because we are applying to be a mutual fund. And the requirements have just gone up from 50 crores to one 50. So we would have met the 50 crore limit, but we won't meet the one 50. So we'll have to raise external capital”
Shenoy: Reaching 10 crores solely via savings takes 15-20 years
“So if you keep saving over time and time and time and you will get to that number over a period of maybe 1520 years is when that money will come typically from your, from the savings you make and investments you make.”
Shenoy: Allocate a small sandbox portfolio for high-risk speculative bets
“So largely the behavioral challenge is to say, okay, you've got to have a broad context, create yourself a sandbox that allows you to invest in all these five lakh, 10 lakh, you know, Five X, 10 X kind of opportunities where you will invest smaller amounts of …”
Shenoy: Falling behind on financial goals pushes investors into extreme risks
“So what happens typically is people find their way behind and then they try to take extreme risks. That's a big problem. Because if you take extreme risk, you could have extreme losses. More likely you'll have extreme losses. So you won't get there and then th…”