Amit Mantri
@amitmantri · Mumbai, India · joined 06 Dec 2010
Portfolio Manager @2Point2Capital DMs not being monitored.
59 654Followers
129Following
2 365Posts total
290.4KViews on collected posts
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@amitmantri ESDS and digital fund? My batchie actually runs the fund. Interesting view point though.
2.4K views · 2 likes
· 0 reposts · 0 replies
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Once the fund becomes large, the tactic no longer works but the goal to garner AUM has been achieved. Now it's time to launch another new fund and repeat.
Few funds have successfully exploited this tactic over the last few years. Stay safe.
5.6K views · 63 likes
· 2 reposts · 4 replies
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However, this benefits only in the short-term as most of these flows rush out as soon as the listing is done and exit load lock-ins have expired.
The bigger benefit is over the long-term. The NAV jump permanently inflates the fund's CAGR metrics.
7.2K views · 31 likes
· 1 reposts · 2 replies
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The small fund shows top-tier returns, gets star ratings in fund rankings, retail investors chase past performance and flood the fund with lump-sum and SIPs, AMC builds a massive new revenue-generating fund with a "stellar" track record.
6.3K views · 36 likes
· 1 reposts · 1 replies
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Large fund house uses negotiating power to gain access to a hot IPO expected to pop on listing. Instead of allocating that to its larger flagship funds where the pop would not materially impact the NAV, it allocates it to a new, smaller fund where it is a large holding (~10%).
87.1K views · 277 likes
· 32 reposts · 13 replies
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The pop now significantly impacts the NAV.
Helps in two ways. A huge amount of capital rushes into the new fund to benefit from its exposure to the hot IPO (front-running the NAV boost).
7.9K views · 42 likes
· 1 reposts · 1 replies
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If IT Services gets impacted, won't that also significantly impact India and other Indian businesses? Is there any large domestic industry that can offset the job losses in IT and due to rising enterprise AI adoption? Who will replace IT's contribution to forex earnings?
15.1K views · 52 likes
· 1 reposts · 18 replies
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The fist pump says it all! Gukesh vs Sindarov https://t.co/mJX8hfXRqy
9.4K views · 98 likes
· 8 reposts · 4 replies
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0:25
From the visionary team that brought you the SEC-barred masterpiece Longfin Corp comes two new blockbusters: String Metaverse and RNIT AI Solutions. 🤡🍿
Doubt if post-Covid investors even remember Longfin.
14.6K views · 33 likes
· 3 reposts · 4 replies
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Link to 2Point2 Capital's Q4 FY26 Investor Update -
https://t.co/3Y7UXZBRq7
In this update, we discuss the impact of AI in Investing: What Changes and What Doesn't?
19.5K views · 154 likes
· 20 reposts · 5 replies
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@amitmantri Also the date makes it interesting (30th March but sans Q4). Adjust it for Q4 earnings and many segments has opportunities. Some become pricy again.
1.5K views · 12 likes
· 0 reposts · 0 replies
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@amitmantri It would be interesting if one has similar data for CoVID lows
402 views · 1 likes
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See current valuations and July 2024 numbers (in quote tweet).
2 years of -ve returns makes a big difference to median valuations. https://t.co/GBZbsCA7eG
22.1K views · 71 likes
· 10 reposts · 9 replies
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@amitmantri hi Amit, very insightful newsletter. if valuation are so high, why hold 10% cash and not much higher. historically, market correct from such valuation, most companies correct. don't you face the risk of high drawdown even after knowing risk of staying invested at such
877 views · 0 likes
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@amitmantri What can be, unburdened by what has been
2.1K views · 3 likes
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Large caps are expensive but small and midcap valuations make previous bubble valuations look pedestrian. https://t.co/ZiSdh6cldV
52.8K views · 44 likes
· 7 reposts · 4 replies
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Link to 2Point2 Capital's Q1 FY25 Investor Update - https://t.co/hLtlmNQFs2
In this update, we talk about Base Rate Neglect and Absurd Valuations in the Indian stock market.
29.5K views · 187 likes
· 31 reposts · 11 replies
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Frente a cuentas del mismo tamaño
6 publicaciones de los últimos 90 días, junto al rango de 10K–100K seguidores. llega a mucha gente, pero pocos de esos espectadores reaccionan.
Visualizaciones medianas6 744esta cuenta950mediana de 10K–100K
Alcance, %11.31%esta cuenta3.59%mediana de 10K–100K
Interacción, %0.51%esta cuenta1.51%mediana de 10K–100K
| Métrica | Esta cuenta | Mediana de 10K–100K | Proporción |
|---|---|---|---|
| Visualizaciones medianas por publicación | 6 744 | 950 | 7.10× |
| Alcance (visualizaciones ÷ seguidores) | 11.31% | 3.59% | 3.15× |
| Tasa de interacción | 0.51% | 1.51% | 0.34× |
Otras cuentas de este rango → Comparar con otra cuenta → Cómo se construyen estas referencias →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
1.5K30 Mar
9631 Mar
183
19.5K10 Apr
14.6K30 Apr
9.4K6 May
5.7K
15.1K14 May
7.9K17 Sep
87.1K
6.3K
7.2K
5.6K
2.4K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.81%30 Mar
0.00%31 Mar
0.55%
0.92%10 Apr
0.27%30 Apr
1.17%6 May
0.14%
0.47%14 May
0.56%17 Sep
0.39%
0.61%
0.47%
1.23%
0.08%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.51%.
What the audience does
Likes64.5%1 114 in total
Reposts6.8%117 in total
Replies4.5%77 in total
Quotes0.9%15 in total
Bookmarks23.4%404 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
Followers by day
13 Sep
Daily snapshots since 13 Sep 2026; the dashed line is the starting count.
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