RT @Ajay_Bagga: India achieves 100 GW of Solar Power. Commendable achievement

@suru27 The commentary & opinion is divided in concalls / news channel interviews too, depending on which part of value chain a player is in.. With the likes of Gokaldas Exports, Banswara claiming that global retailers are looking at alternate sourcing destinations

RT @hiddengemsindia: Investing in Microcaps #Microcaps #Smallcaps #HiddenGems #Equities

@agrawalmohit12 Hi Mohit, can you open your DM. Wanted to check something

RT @prabhakarkudva: What’s the risk-reward now? 1. Dollar seemingly topping out. 2. Trump antics getting discounted. 3. Froth gone fro…

RT @SubramanianKri: #Budget2025: EFFECT OF PERSONAL INCOME TAX (PIT) CUT IS HUGE!!! I estimate consumption in FY26 will ↑↑ by >10% and GDP…

RT @sidecarcap: Thomas Phelps in 1972, formula still works.

RT @Iamsamirarora: People who exit the stock market to avoid a decline are odds-on favorites to miss the next rally. Peter Lynch If timin…

RT @StableInvestor: Here We Are (10-Jan-2025)

RT @BrianFeroldi: Don't try to time the market:

Importance of why starting valuations matter, very well explained here, by Jiten Sir. a. If the initial purchase is at 100 PE or 5 PEG. During a correction even if it corrects to 55-60 PE (say 3 PEG) – investors won’t have the courage to accumulate more, as it’s still overvalued. b. Another stock with decent growth trading at 30-35 PE, correcting to 20 PE – provides an opportunity to load up more, due to valuation comfort. Cues for position sizing, based on entry valuations. #Investing learnings

@aveekmitra Hi Sir, fake profile in your name

@RoshanStocks 19,000 cr is inquiry pipeline

#TARIL 👉51% growth in revenue, with strong improvement in operating margins. 👉Unexecuted order book of ₹3686 cr. 👉New capacity to come online by March & order booking to commence from Q4 FY 25 👉Targeting ₹3500 cr revenue for next FY. And US$ 1 billion revenue in next 3 financial years. 👉Approval for fund raise of 750 cr – have taken an enabling resolution. Bonus issue of 1:1

RT @KiranKS: I took an early morning bus to Mysuru, from Bengaluru. ₹210 fare. Comfortable KSRTC bus and a world class highway for fast tra…

While a lot of #defence stocks are down 30-40% from the peak, might be early to write-off the whole sector. One must be selective going forward though, and watch out for #stocks having multiple growth levers, management has demonstrated good execution in the past and having strong growth visibility over next 3-4 years.

RT @soicfinance: Reason why investment led stocks are doing much better vs consumption. Broader macros are evolving like this at the momen…

@KiranKS Shot selection by the batsmen has been questionable on many occasions. Lot of them are playing in T20 mode and seem to refuse to learn from mistakes (not only Virat). Coaching staff needs a relook for England away series.

Interesting discussion, with lots of learnings. 4 key takeaways: 1) India story- Lot of opportunities across sectors which can easily beat the Index (if you are a good stock picker). Unlikely to find anywhere else - Must bet on disruptors or companies which are gaining market share 2) Quality of business (resilience), more important than valuation - For a company with earnings growth of 20%+ on sustained basis, valuation is a lesser play. 3) Exits are very important. Being cognizant that growth won’t sustain for 10+ years - Analysis of top performing stocks across 3 decades (from 1998 till date) - No single common stock across 3 decades. 4) Valuations, the biggest risk today. Must consider valuations from an unbiased perspective & not just because its 30% down from the top. #Investing Learnings

RT @jitenkparmar: New year advice. Sales, Profits, EBITDA, Order Books are all "Vanity" They can be managed far easily. Many companies are…