The current business env. after the pandemic does provide a framework on how India can grow in a meaningful way. Thank You
@EconomicTimes
for inviting my view on the upcoming budget.
#trendsplay
#learningsatNiveshaay
Visits to Exhibitions has truly reinforced confidence in a lot of companies,business trends and sectors. To name a few:
1. Food Processing Equipment Industry - Superb Results (Axtel Industries Ltd)
2. Understanding Industrial Gears ( Elecon Engineering)
@niveshaay
✨😍🦋 (1/2)
Feeling Grateful kinda Day!
Here's to Completeing 7 years in investing
Wishing the next 7 to be the best
Toast to those good stock investments
Toast to the ones that got learnings
Making it all about Ups and Downs and
Merry Go Rounds 🦋🦩🧿✨🤞
Great Time with Best Ones!
Textiles kinda Day!
#PlantVisit
It looks like a long term trend with short term blip. Home Textiles will be a big beneficiary with FTA UK as India already has significant presence in the US, less comp. from other countries in UK&Europe & reasonable share globally. Looking fwd
Good Result Season for the Power Sector
Generation + Transformers + Towers + Cables + EPC ( T&D and Smart Metering) + Data Centers
Good Numbers continues across the value chain and is expected to do well.
#MakeInIndia
#Q4FY2024
Capital Expenditure is surging
Consumption is booming
Indian Economy is lighting
New
@smallcaseHQ
is launching
All excited for this one - Niveshaay's Consumer Trends Portfolio is live now
@arvind_kothari
@csvikramsharma
On this auspicious day of Muhurat Trading, Niveshaay introduces the new Niveshaay Consumer Trends Portfolio Smallcase.
India's consumption trends appear robust for the coming decade.
Liked the journey of the co but didn't find it investable for all valid reasons though available at reasonable val. At that time mkt cap was 1500cr.Few months later,few reasons turned +ve and found it investable at mkt cap ~2500 crs. and today the mkt cap is 5000 crs.
#MrsBectors
Capital Goods kinda Day!
#PlantVisit
The result season began with a superb set of numbers from Elecon Engineering Ltd. Let's see how the season unfolds for Capital Goods. Looking forward to it.
#MakeinIndia
#IndiaTotheWorld
#Capex
Have been quite +ve on the Indian Manufacturing for a while now. My Twitter Feed has also been all about the same. Enjoyed taking this
@smallcaseHQ
AMA session and believe that the momentum should continue in a lot of sectors
attracting huge investments
A Day at Inter Solar Expo held in Gandhinagar
Huge number of activities brewing up in the sector further reinforcing our investment thesis in the Green Energy Sector.
Looks like everyday is going to be a SUN Day now😅
@niveshaay
Scuttlebutt Investing
#GreenEnergy
#solarenergy
Learn't a lot in the year gone by,
Some very good decisions say high-five;
Ready and All Set to explore the upcoming year,
Every day, taking one step closer;
29, I like you already but I don't like it too,
Wishing it to be big and better, lots to do
😍✨🥂🦩🧿
#Happy29
The Best of Last Year!
We always think the best is yet to come which is absolutely good to think. But, it's better to cherish each of life's best days rather than making it just one another thing.
Eight Years of Investing
@niveshaay
✨🦋🌟🦩🧿
#NewResearchDesk
#PowerSector
From doing research and business analysis together at
@niveshaay
to now doing a podcast with each other. The best, I've worked till date and very very happy to see you Rise and Shine
@kunal_shah05
at
@Upsurge_club
😃✨🦋
Bharat Tex Expo-Key Takeaway is superb China + 1 &Consol in the Industry happening globally. Definitely increased sourcing from India. Even,though data shows this, it becomes apparent when you hear companies speaking in unison across the value chain.
@Bharattex2024
#MakeInIndia
Apart from understanding business trends of industries/companies during plant visits, another advantage is that one comes a little more energetic and inspired to work
@niveshaay
This visit was really good in understanding how Indian Manufacturing can do well in the coming years
One of the many learnings at
@FLAMEUniversity
Course conducted by
@Sanjay__Bakshi
Sir was the Fantastic Five Combination Play (his exclusive lessons)
- Operating Leverage
- Vol and Margins Growth
- Restructuring/Bankruptcy
- Debt Reduction
- Accumulated Tax Losses
#business
(1/2)
Thank You so much Professor
@Sanjay__Bakshi
for this wonderful course. Such high energy and insightful sessions along with interaction with such diverse set of people. Thank You
@FLAMEUniversity
for organising it and managing it so well for all of us. Loved every bit of it ✨✨
End of Q4 Results Season✨
Found it quite good & much better than Q3. Capital Goods, Infrastructural &Tourism Growth, Improved Margins &Surprisingly Significant Improved Margins.Some outperformed peers in a slow biz environ(Textiles)&some themes look at a nascent stage(Recycling)
The best picture :)
@MohnishPabrai
@arvind_kothari
Happy & Grateful for all your worldly wisdom(From Charlie to Turkey investing stories).On continuous search of finding Happy Dhandho like you always say, hoping that some day it fits your mental model too. Will love to discuss a
3. Recycling: Gravita India Ltd. (Upcycle)&Ganesha Ecosphere
4. Renewables Expo (Solar Industry intricacies)
Loved the way how Arvind Kothari Sir has inculcated in the organisation to follow this process of investing.Has been very helpful,can say this after experiencing.(2/2)
Rising India🇮🇳 Shining India✨ Make in India🏭
From Agriculture to Automobiles
Textiles to Engineered goods
Paper to Steel
Renewables to Defence
India got it all covered
(1/6)
Thoroughly, enjoyed the time spent at
@ias_summit
The best part of attending such events is that you come home alot more inspired, gain alot of new perspectives which is very imp in investing and finally it turns out to be the best when the team
@niveshaay
goes together✨✨
Since the time, I started working, always thought of pretty work desk with personalised things placed on it. Overtime, these have become my cute yet functional things on my desk making us recall how some brands are working hard to become stronger while India
Best birthday wishes to the one who has been instrumental in shaping my career graph & my learning graph upwards always. At
@niveshaay
, you have always let me explore and brought out things that even I didn't know they existed in me. Have the best year ahead
@arvind_kothari
Sir✨
Join us this Sunday, 7th April at 11:00 am for a Live AMA with Gunjan Kabra (
@KabraGunjan
), from Niveshaay (
@niveshaay
) as we discuss the rise of ‘Make in India.
Join us to learn which sectors are likely to do well, how to navigate the current stock market volatility and more.
Had a great time presenting on the company and sector which I think is expected to do well in coming years.
India's Power Sector is making all Powerful Moves
#EnergyTransition
#Skipper
#Transformers
To attend the event, all you have to do is donate any amount you comfortably can to the below link:
Once done, share your screenshot on either +919425412028 or +919082360977 to be added to the event WhatsApp group.
The dilemma these days has been btw the crazy rich valuations in the K Goods sector and the expected high growth.Better to trail the old positions may be. But, some sectors still look very buoyant and reasonably valued.Let's see how Q4 comes out to be-The Best Quarter for K Goods
Textile Industry is in a sweet spot. Its important to understand which part of the value chain can create the most value. Key learnings after analysing this industry: As an investor for me, one of the criterias before investing was to look, if the company has a sustainable (1/3)
Gunjan has proven by her approach that if you have great mental models and do independent thinking you can pick winner's from completely diverse sectors from steel to FMCG to textiles etc etc.
Power Sector is huge comprising of Generation + Transmission + Distribution. If we have seen accelerating adoption trend of renewables globally in the last few years which is expected to grow significantly in the coming years as well, (1/2)
Always a great time meeting in person and discussing emerging trends. Looking forward to more such meet and greets.
A good investing community is getting developed in the 'Pink City' ✨✨
Quick Learning for me here was it's important to know why are you rejecting/investing in the company. Always see from fresh perspective
#LessonsAtNiveshaay
Looks interesting the way the company's business is shaping up
When this happens together, it is a fantastic play. Learnt and applied very well in Elecon Engineering Ltd. (except the last one wasn't applicable).
@niveshaay
Read the blog to understand the industry and company in great detail.
#Elecon
#investing
Celebrating Diwali the
@niveshaay
way!
That time of the year when we hone our creative skills and this time it was all about a theme which we're bullish on since a very long time.
If this doesn't make you invest in India, I don't know what will ✨😅
@makeinindia
#Diwali2022
Enjoyed taking a live session for the
@LearnappHQ
community on Investing and Business Analysis.
One of their knowledge series. Shared my investing journey and glad that the session turned out to be good. Thank You
@plpulkit
for inviting me.
#Archives
#InvestingTales
Looks like an interesting play
@Nigel__DSouza
- Good Order Book
- Positive Industry Dynamics
- Operating Leverage Play
- Restructuring in one division
- Export focus
- Targetting to be Net Debt Free by FY23
#EleconEngineering
Elecon Engineering says
FY23 Guidance
🎯 Revenue at ₹1600cr, margins of 21%
🎯 Exports will grow from 10% now to 50% in FY30
👍Will be debt free in this year FY23
#StockMarket
#Nifty
Did a presentation on Textile sector at the Capital Analyst for the IIM students. Had a great time! Do watch it. Shared detailed research on this sector along with my research process. Happy Investing!
Thank You Prabal for inviting me!
Do you love your Mondays, the way I do ?
Found something that makes me fall in love with Mondays
-Workout ✅
-Missed playing with my one year old niece in the morning
- Off to Work ✅
So far, day going quite good 😃✨
#Equities
#Investing
Continuing our Meet & Greet Series!
Had a wonderful time with our Pune investors.
@arvind_kothari
@KabraGunjan
Which city should we visit next? Tell us in the comments!
Writing is the best way to map your thoughts and ideas effectively. Giving a sense to your thoughts when you put them into words. Today, was one such day
@niveshaay
Whenever there is a correction in the market, the first question that comes to our mind is, “Is it a good time to stay invested or better to pull out of the market?”
Read more to understand our approach in the Valuation Reset Market Mood:
@KabraGunjan
Thank You so much
@arvind_kothari
Sir!
I am the blessed one who gets to work with the best one who always does alot for us. Thank You for choosing this girl, 6 years ago who was completely clueless, not sure of what she wants to do, providing her with the best job in the whole
Blessed to work alongside this wonder girl each day. Congratulations on completion of 6 glorious years
@niveshaay
.
I still remember when
@KabraGunjan
joined we were working out of a cabin.
Her resolve, grit and an uncanny ability to find structure in otherwise chaotic environment
Did a presentation on Textile sector at the Capital Analyst for the IIM students. Had a great time! Do watch it. Shared detailed research on this sector along with my research process. Happy Investing!
Thank You Prabal for inviting me!
The 2nd episode of Sector Smart covering Indian Textile is up on Youtube!
Listen & comment your best insight/takeaway from the presentation. The Top 2 comments will win a bestselling book! Don't forget to subscribe to the channel!
@KabraGunjan
@niveshaay
Interestingly, in one of the capital goods company's concall, management highlighted when India gets a chance to supply a product to the western world and the company utilizes it, finds out that the product is robust and reliable. Hence, repeat orders happen. (1/3)
#MakeinIndia
Very rightly said.1 of the many learnings was to see him how evolving,agile & dynamic he is as an investor. It's not easy to continue to keep doing this for decades. It was a delight to listen to his investing stories & his wealth creation journey.Very grateful for this.Thank You
One to one Master class with the Maestro of Madras Mr Govind parikh. 3 decades of wisdom packed for us in 3 hours and his humility, wisdom and simplistic approach is infectious.
We at
@niveshaay
were absolutely blessed to experience this together.
#MaterclassWithSuperInvestors
Quick Learning Tip!
Good Play on JK Paper this time is a testimony of the fact that spending time in the market and witnessing cycles is imp. It helps you in understanding sectors and companies well. Happy that it played out well this time.
#jkpaper
#India
#StockMarket
I wish that our research based investing reach the nook and corner of the world. What better time than this when India looks strong and sectors that we're good at understanding are expected to perform well. Very excited for this one.
✨✨
#investingmadesimpleatNiveshaay
Really excited to watch the progress of this the labour of love of
@KabraGunjan
as it's the combination of the teams hardwork in doing group up research and her exceptional descriptive and organised mindset abilities which should be a good platform for investors
@niveshaay
Did a presentation on Amber Enterprise India Ltd. at
Thank You for the opportunity
@amey_candor
&
@hershtolani
Had a great time. Also, looking forward to the other interesting presentations on
Sticking to our process of Second Order Thinking along with Scuttlebutt Investing learnt from you has really helped us in finding such companies
Thank You so much
@arvind_kothari
sir! ✨✨
Congratulations
@KabraGunjan
for perhaps the first note on Rajratan global. I still remember my friends in the fraternity told me why don't you buy tyre stocks they are so cheap but if someone would have read Gunjans note, it was a no brainer then at just 600 cr market up.
I truly believe, next decade would be about addressing environment concerns, sustainable living and decarbonisation to some extent.
One such trend, which can play out is the renewable energy sector (solar) where the price economics is now at play.
RHI Magnesita India:
Revival in Indian Capex Cycle
Steel C.U. to increase
Indirect Play
Market Leader
Consolidating Industry, ability to gain mkt share
Competitive Advantage
Good Quarterly Results
#RHIM
#RHI
#learningsatNiveshaay
#Steel
Do give it a read!
An interesting read!
A thread on RHI Magnesita India Ltd and Refractory Industry in detail.
Why this sector? Refractory business is an indirect play on steel industry and capex cycle with less volatility
#refractories
#RHIM
#learningsatniveshaay
Thank You so much
@cvocain
for inviting me. I had a great time presenting and interacting with community members. Looking forward to many more such events.
Value Investing Club of CVOCA held an event on 13th July 2024
Speaker: Ms Gunjan Kabra - Research Head at Niveshaay Investment Advisors
Topic name: Navigating New Frontiers in Power Transmission Sector
More than 100 club members joined this engaging session
Niveshaay's Scuttlebutt Investing Series:
Our visit to
@IPTEX_GRINDEX
Gear & Grinding Products & Technology Expo
Got a good outlook & closer view of the industry structure with a better understanding of products & players within the sector.
@KabraGunjan
@ajaysurya37
@2403krishna
What a great day! Learning, discussing different strategies, fun and rewarding, all at once. Analysing metal sector and many more businesses for all these years with you has been such a tremendous learning and celebrating every milestone has been a major booster (1/2)
Day well spent with
@KabraGunjan
-the girl made of metal.
Tough as metal, she and has been instrumental in bringing conviction in the sector and has helped us reach many family offices by her well detailed notes.
Grt day to meet her when metals are RAINing money quite literally .
Thoughtful Insights by Naval Ravikant
We live in the world of infinite leverage, meaning your actions can be multiplied by a thousand folds either by broadcasting or in a podcast or by investing capital or by people working for you.
Excited to share my new website
- My perspective on companies, sectors, economics and other aspect related to markets.
Please find the below mentioned link for a detailed understanding of the company: Amber Enterprise India Ltd.
there'll be expansion and huge infrastructure activities happening on Transmission and Distribution Side as well. Looking forward to witness how Indian as well the export trend plays out in this sector. (2/2)
Thoroughly enjoy working with you
@niveshaay
.It's only possible because of the hard work and quick timely updates made by the team during such hectic result seasons.Quite happy with how we have refined our process over time and improve each day.
@ajaysurya37
@csvikramsharma
Such an in-depth report which makes the industry and company understanding so easy. Do recommend everyone to read and SUBSCRIBE for many more detailed reports. Yeah I work
@niveshaay
but trust me we all put a lot of hard work and especially
@KabraGunjan
🤝🙌 Kudos 😍
Equity Markets is all about the Highs, the Lows and the Glows.
Timing the Market is futile
But, timing the business and management is fruitful
Learning it timely and wisely, I believe. Rest, time will say 😅
Do give it a read!
@niveshaay
Khamma Ghani Jaipur!
We are coming to your city !
Join us for a Meet & Greet event with Gunjan Kabra.✨
We look forward to engaging in market discussions and networking with you all.
#NiveshaayInJaipur
@KabraGunjan
@smallcaseHQ
ABOUT TO BEGIN:-
The topic and the co. is very interesting:
-A BRAND in the MAKING
-Consumption Theme has a huge potential to create wealth
-Journey of the co. is quite inspiring
-Lastly, not to miss our RESEARCH Based INVESTING Process
@SmartSyncServ
@arvind_kothari
Happy to present our investing strategy. It's all about our Research Based Investing combined with Scuttlebutt Approach.
The case study describes'The Peter Lynch way of Investing'.
It's on Consumption Theme- A Brand in the Making.
@SmartSyncServ
@arvind_kothari
@kanodiaankit12
We can’t keep calm!
Overwhelmed and grateful for the year gone by, we’re redefining our website to serve you better.
All excited to show you the new look of our website, taking you on a virtual tour of our office space.
Also, something new coming up.
Stay tuned!
A good capex cycle is ahead of us
The world wants to invest in India
India has the ability to invest in itself
We are a huge market with competitive adv. in alot of sectors
The budget continued the reforms framework,promote growth boosting high-multiplier capital
#Budget2022
The current business env. after the pandemic does provide a framework on how India can grow in a meaningful way. Thank You
@EconomicTimes
for inviting my view on the upcoming budget.
#trendsplay
#learningsatNiveshaay
From understanding, types of gears in great detail, manufacturing process to the smallest intricacies of the business from the people dealing in it day in, day out.
Undestanding the business model is of utmost importance while investing and this expo exactly provided that.
Join us this Saturday, July 27th, at 11:00 a.m. for a Live AMA with Gunjan Kabra (
@KabraGunjan
) from Niveshaay (
@niveshaay
) as we deep-dive into the market trends that will emerge now that the Union Budget is out.
Set your reminders here:
wide world and being instrumental in shaping her career graph upwards. Happy to experience the bull-bear-bull journey with you and do some really interesting work
@niveshaay
. Gladly saying, it has been one of my best decisions when I look back.
I think I can go on and on about it. Also, always the most excited one to watch all your presentations and there is no bias involved
@arvind_kothari
Sir. Looking forward to another such meet very soon.
After all, we can be cost competitive (in some cases we already are) and labour demographics are quite favourable to us. This might take some time to flourish in a big way but small steps are definitely been taken. (3/3)
#Equities
#stockmarkets
#investing
EMERGING TRENDS: SOCIAL MEDIA & INFLUENCER MARKETING
Should we have a common platform for influencers/content creators too considering the growth potential to make the system more efficient and organised?
#Zomatoforinfluencers
#Swiggyforinfluencers
Explaining it in the thread
Factors of production are strengthening
China plus one is booming
India's export base is building
Import Substitution is playing
Stage of great Indian entrepreneurial blossoming
All of it makes India exciting
(3/6)
Government policies favorably structured
Attracting private capex, leaving no stone unturned
The wait is for the world to discover
For making India the world center
All is to make India Aatmanirbhar
(2/6)
company with you the next time. Think like Entrepreneurs do, your ability to look at the big picture, your confidence, your networking skills are some of my learning picks from your talks and our meets.
A drive to invite the world
Receiving a tiny share of the globe so curled
Making India shine in the worried world
Vast domestic market makes us furled
All set to light & sparkle in the whole wide world
Aiming our Flag to fly high in the world
@makeinindia
#India
(4/6)