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uncommonprofit

@uncommonprofit

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open to Compounding in various forms 1.03^12=1.425 || 1.3^5=3.71

Joined December 2020
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@uncommonprofit
uncommonprofit
2 days
Why S Naren of ICICI AMC wants you to avoid SIPs in these funds | Mint ... We think it is clearly a time to take out money lock, stock & barrel from #NIFTYSMALLCAP #NiftyMidcap I believe this is time to even stop small & mid cap SIPs because they are so overvalued right now
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@uncommonprofit
uncommonprofit
2 days
RT @uncommonprofit: 14/N 8-FEB-25 #MANAPPURAM up 30% from mid Nov'24 levels with ban on their #asirvad #mfi revoked in Jan'25 with #Q3FY2
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@uncommonprofit
uncommonprofit
2 days
14/N 8-FEB-25 #MANAPPURAM up 30% from mid Nov'24 levels with ban on their #asirvad #mfi revoked in Jan'25 with #Q3FY25 due 13-feb-25 ..likely stabilization commentary on #mfi OR commentary on stake sale may open up new ATH highs ~230 levels ( resistance since 2021 )
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@uncommonprofit
uncommonprofit
4 days
#MICROFINANCE 7-feb-25 (9/n) #FUSION #fusionfinance on close above 198 #candleshunting to 228 ( 198 is resistance since Nov'24)
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@uncommonprofit
uncommonprofit
7 days
#NIFTY #niftyfmcg #NiftySmallCap 3-feb-25 The biggest excess over last few years was in the #Midcap space #Consumption relative to Midcap Index has dropped to the lowest point since Jan’08 & Sep’10 In both cases, Consumption outperformance came back sharply in a falling market
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@uncommonprofit
uncommonprofit
7 days
@tejus_sawjiani Every other co in tht list operates across the globe except Blackbuck
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@uncommonprofit
uncommonprofit
8 days
#INDEGENE #INDGN (3/n) 1-FEB-25 #Q3FY2025 rev grew 3.9% qoq/5.3% yoy Top5 clients grew 2.1% qoq indicating client-specific issues stabilised Mgmt expects CY25 to have a better outlook than CY24 & outlook for most top 20 pharma companies encouraging Valuations around median
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@uncommonprofit
uncommonprofit
11 days
RT @uncommonprofit: #BLUEJET 30-Jan-25 #PEAD move after results likely for this #CDMO Probably a + ~30% move coming up till nxt qtr resu…
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@uncommonprofit
uncommonprofit
11 days
#BLUEJET 31-JAN-25 Mkt believes 40% EPS cagr ...likely multiple expansion over next 60 days
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@uncommonprofit
uncommonprofit
12 days
@allmenmustdyee Thanks share the link pls of Prof Bakshi s message
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@uncommonprofit
uncommonprofit
12 days
RT @uncommonprofit: #MFI investor sentiment this week as stocks 20-30% from last week bottom - despite co reporting all time high losses in…
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@uncommonprofit
uncommonprofit
12 days
@allmenmustdyee Think biggest move will be in hated tier-4 levered #mfi #SPANDANA , #FUSION , #SATIN once sector stabilises - loss to profit - fresh capital...
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@uncommonprofit
uncommonprofit
12 days
@allmenmustdyee Some of The MFI promoters r pretty smart from divergent actions that hv worked #ARMANFIN did QIP at top of hype cycle Dec'23 #CREDITACC raised cash at ₹707 once Covid bottom was in place in Oct'20 ..price hasn't come to those levels aftervthat
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@uncommonprofit
uncommonprofit
13 days
@abhymurarka Hello Abhishek whts ur reading of recovery guidance from #creditacc in #Q32025 pls ( in case you still track it)
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