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An 18 year old Vivek Ramaswamy. Look at the poise, articulation and confidence. I think this is what an IB education should yield. In my time most of us kids were preparing for Backend jobs.
Q2 FYE2025 - Results so far - 1st Nov 2025 Fantastic performance all around except for few large caps
Q2 FYE2025 - Results So far - 25th Oct 2025 Good show across
Q2 FYE2025 - Results So far - 25th Oct 2025 Good show across
Portfolio Change - SME IPO - Freshara Agro - Market Leader in High Growth European & Russian Premium Markets for Gherkins Indian Pickled Mini Cucumbers are a Global Delight - Lately catching up big way Sector - Growing at 18% in High growth Markets for last 2 years - Pricing…
Portfolio Change - New Addition - SME IPO - Lakshya Powertech - Specialization in Gas Based Power Systems Company has completed (or) in the process of completion of around 6-10 Biomass to Power & CBG Plants Sector - CBG Potential in India is around 60 Mn Tons with overall…
EFC - First SM REIT approval by SEBI - Defining moment for the company Biggest milestone leadin to change in model from "Asset Heavy" to "Asset Light" approach Company can get into aggressive expansion mode with almost nearly Rs 1000 crs at its disposal - Potential to scale…
I decided to spend Diwali in Ravana's Sri Lanka! A small rebellion against firecrackers & pollution that have dulled the charm of Diwali in India. And it's been amazing! I'll talk about budget & costs once I'm back. But for now. Highlights: 1. Colombo's famous railway by the sea
shared multiple times in the last 2yrs still having high growth one may read : #stocks Danlaw Advait Adsl Kecl Sterling tools Pngs gargi RMC Salzer Izmo Jyoti limited Cosmic crf CFF fluid POCL TRISHAKTI NILE KPGEL CORDS EPACK EMS SKCIL KOTYARK HIRECT PARDRUG KWALITY PHARMA
So far 3 Diwali pick . We will release 5 diwali main board stocks as usual . 1. RGL 2. AUTOLINE IND 3 .T T L 4 To be revealed (TBR) 5 Micro cap TBR on Muhurat day
FINAL LIST OF DIWALI PICKS 2024. 1. KRONOX LAB (175) (Near to 165 is good level) 2. AIK PIPES (142) (Near to 128 is good level) 3. VILAS TRANSCORE (435) (Near to 400 is good level)
Deep Dive: Is India the Next Economic Giant? Around 20 years ago, China experienced a period of unprecedented economic growth and technological advancement. I watched many of my friends invest early in China and achieve remarkable success. Yet, I didn't make a single investment…
As I come close to 4 decades of my life, some of the things I have seen, experienced and believe in are (applicable only for men): 1. Your father and mother are the only people who will always want you to be better than themselves all the time 2. The older you get, the more you…
Portfolio Change - Entry - Praj Industies Global & Niche Theme with less crowded players Upcoming Projects - SAF (7 Projects Globally) - Carbon Capture ( 3 Projects Globally) - ZLD - Low carbon Technology products - CBG - Last Ethanol - Tie up with RIL & JV with IOC…
Portfolio Change - Exit - Data Patterns Exit due to lack of visibility on orderflows which may take couple of quarters more, will revisit once company is able to get orders from HAL / Brahmos Exit with 100% returns Sharing for educational purposes only & not a…
NTPC Green - Potential 1 Lakh crs Market Cap on listing (or) within 6 months of listing Valuation Benchmark - Adani Green Key Insights - EBITDA is almost similar if one equates based on matching capacities - Projects under execution is around 10+GW almost similar to Adani Green…
Portfolio Change - Core PF - Entry - Powergrid Sector - Outlay has grown up by 3x from Rs 2.45 Lakh crs to 9 Lakh crs till 2032 - GS Predicted USD 500 Bn (Rs 40 Lakh crs) till 2050 - Growth of 20x growth - Priority sector for Power, Transmission is the first segment to be…
Power - Transmission - Mega Booster - New NEP Policy increases capex by 300% from Rs 2.45 Lakh crs to 9 Lakh Crs - Every year Rs 1 Lakh crs till 2032 Investment Planned: The government is expecting investments worth ₹9.15 lakh crore in power transmission systems by 2032, as…
Portfolio Addition - SME IPO - Shubshree Bioenergy Fuels SME IPO - Shubshree Bioenergy - Sector Growth at 100x in 1 year “But” execution issues - Agri Recycling / Bioenergy Blending Sector Specifc - Mandatory consumption of Bioenergy Pellets based on Agri Waste at 7% from…
🇮🇳 India wins the 45th FIDE #ChessOlympiad! 🏆 ♟️ Congratulations to Gukesh D, Praggnanandhaa R, Arjun Erigaisi, Vidit Gujrathi, Pentala Harikrishna and Srinath Narayanan (Captain)! 👏 👏 Gukesh D beats Vladimir Fedoseev, and Arjun Erigaisi prevails against Jan Subelj; India…
Free access for Charity webinar explaining SMART strategy / frame work for multibaggers youtu.be/IxzzUp-rPU8?si…
Study ... Perfect infra engineers CMP -26.45 . Disc - discussed on Sunday webinar
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