Dr Nagendra palukuri
@Nagendra558
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Spine surgeon; MBBS, MS Ortho, DNB Ortho, FNB Spine surgery, Endoscopic spine surgery - Korea, Mumbai
Guntur, India
Joined October 2010
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@HeadOHeart
@SureshKBN
40% establishment
40% for power and electrical equipment
Mainly 4 companies
Anantraj
Netweb
Black box
Techno electric
NEXT is power from discoms to generators - mainly
Hitachi energy
Schneider
Abb etc - All have given good run up so DYOR
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Global ESS (Energy Storage System) cooling TAM projected to grow at 32% CAGR
Liquid cooling system seems to dominate air cooling
Anyone tracking this section of power chain
@SureshKBN
@inv_vin8
@Vismaya9999
@microcp2mltibgr
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@SureshKBN
High-voltage conductors - hitachi energy
Transmission towers - bajel & skipper
Substations - techno electric
Power transformers - hitachi energy & shilchar
Switchgear - Schneider
Reactors - 🤷🏻♂️
Capacitors - 🤷🏻♂️
Communication systems - valiant
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There is increasing demand for high speed internet
#dlink
offers multiple solutions
Huge TAM
Superb video
Thanks to
@microcp2mltibgr
@_Sandeep09
- once check this bro, looks like a huge opportunity
Invested & biased
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@alphaaffairsf2f
@itsnitinverma
There are many from whom i learnt a in these 2 years into equities a
@itsnitinverma
@alphaaffairsf2f
@StocksTreasures
@_chartitude
@equialpha
@itsprekshaBaid
@drprashantmish6
@caniravkaria
@svinod_kumar
@SnehaSSR
@SureshKBN
@sabarisec
@DAmmannaya
@GanatraNand
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@pvsubramanyam
@_groww
Analytics & charting is very poor sir. Though it’s very easy to use. Hdfc sky - poor software, zerodha - recently many issues. Now shifted to icici securities sir. So far good
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@Prakashplutus
I’m a super specialised doctor, all India 6th rank in spine surgery, 7 years into practice and done 3000 surgeries till now. In a rented clinic, waiting for money to be released by government for the surgeries I did
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@GanatraNandan
Frankly its the toughest of the things, once we crack this - we will be like u ;-)
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@Prakashplutus
When a lawyer, CA or other professionals can charge as per their calibre and why not doctors. When a 4 or 6 year degree like btech and mba people have huge salaries why shouldn’t a doctor who read for approx 10-15 years can’t have a good earning and a decent living
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@sabarisec
6x for me sir
Saw that company in your tweets and entered after studying
Thanks to you 👍🏻
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Invested & biased 🤞🏻
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Indirectly Learnt the importance of this through
@SureshKBN
garu posts
The importance of Capital Allocation 💹
"Over time the skills with which an entrepreneur allocates capital has enormous impact on the enterprise value" - *Warren Buffett*
Similarly over time, the skill with which an Investor allocates his capital has an enormous impact on his
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@inv_vin8
Once my friend told me
If one know all in stock market
He will be the richest man on earth
Grammar mistakes unte maninchu
Ala meaning e Ledante kshaminchu
🫣🫣
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@Prakashplutus
Sir the sad part is money is made by corporates and not by doctors, but once these rules come, it’s again the doctors who suffer in way of salary cuts. Though the rule be beneficial it should not hurt the professionals
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#NELCO
Good volumes today
Trendline BO
maritime & aero communication
Proxy to shipping industry ?
Tata group
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@SureshKBN
Recently read about Johnson control - hitachi air conditioning
Are u tracking this andi ?
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@SpangleAdvisors
#STLTECH
#HFCL
#TEJASNET
all showing good P.V action
Hope something is brewing
HFCL - invested, rest tracking 🤞🏻
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@Prakashplutus
I I want to start a hospital in 2 or 3 tier city, the estimated budget is 6-7 crores other than land
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Invested from low levels
📌Theme : Data Centers
Stock : E2E
E2E approved plan to expand its data center by 3.2x over 7 years due to increase in demand of GPUs. Currently, the company is operating in 100% utilisation 👇
Management guided for 40-50% CAGR
Stock is down 25% from highs
#E2E
#datacenters
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Invested & biased
CFF FLUID CONTROL:CO RECEIVED LOI FOR PROCUREMENT OF LOW FREQUENCY VARIABLE DEPTH SONAR (LFVDS) FROM GARDEN REACH SHIPBUILDERS & ENGINEERS TOTALING TO APPROX. 266.94 CR RUPEES
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@SureshKBN
sir
WELDING DEMAND
Have been repeating this that we will experience the same welding stock multi-year cycle as in 2001-2006 right now in year 2022 to 2027.
Here is increase in demand reported by ESAB with 83% capacity utilization and a capex of 6000 metric tons which is 23% of
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