Performance Check - I started direct stocks 3 Y back with all my funds. Believed in equities so dint touch any other asset classes. I only compare my performance with high returns Mutual Funds. I am blessed to beat them end of every year by a good margin. This gives me a KICK.

@vineetjain1101 The content for which there is an FIR is extremely dark.

@valuevzard @swamishrikant @drjimmy2407 @valuevzard Will resume in 15 mints

@anupammahor Good to know this about your holding. Cheers.

@drjimmy2407 Though Enser is very regular in sharing their updates, but never had arranged any Concalls. So difficult to know if they will have similar acquisitions. But I see them trying a couple of things. 1. New offices in Blore, Dubai 2. Increase seats in blore 3. Small labs (AI & DC)

@Aditya_joshi12 Absolutely NO

@DebajyotiSarmah @dwivedmanish @samisosa1234 @_Compounding__ @serious_bakaiti Thanks for sharing this dada

@travispickle11 @1Health_2Wealth Humein nikaalne ki koshish ki jaaegi... Hum niklege nahi... :)

Strategy related - 1) Not selling anything - Bcoz nothing wrong I heard about my stocks yet 2) Done rebalancing in Nov-Dec, so mostly I will not change anymore 3) If I had cash, I wud still invest BUT considering the valuation Baaki business thoda samjh aata he, Macros nahi

@drjimmy2407 Welcome Dr Saab always 🙏

@SpangleAdvisors Agreed Sir, Exactly last year at this time, there was again noise about mid & low cap froth. Many booked, & others continued. Fast forward, those companies have growth, they ran 60-70% from there, & down 25% in this fall. Net Net descent profit for those who continued.

@samisosa1234 Agreed. I even started appreciating the silent contributions of Axar Patel. Especially his innings in the T20 world cup final 2024.

Rohit Sharma - Whenever people question why cricketers earn so much, Rohit answers with an innings like this—pure poetry in motion... Uffff... A delight for the eyes! Can’t wait for Feb 23rd—India vs. Pakistan, Champions Trophy!

Risk (which I feel) ------------------- 1. Execution risk to sustain the growth 2. Competitors are many. 3. PE is 100 (generally consumers PEs are on higher side) 4. Dint hear anything about online expansion