@bnmehta007 Profile picture

Bhavin Mehta

@bnmehta007

forever learner! Student of Mr. Market. Trying to develop patience and become a passive investor :)

Joined February 2011
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Bhavin Mehta Reposted

This storied SME (Sahasra Electronic Solutions) simply forgot to attach the cash flow statement in its first ever financial result as a listed company.

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Bhavin Mehta Reposted

From visionary to third class promoter within 1 Quarter of results.. Same works in the opposite way too. Thus, the importance of using own conviction and sizing framework for research. Investing is more uncertain and probabilistic than people think :)


Bhavin Mehta Reposted

“Be tolerant with others and strict with yourself.” — Marcus Aurelius


Bhavin Mehta Reposted

I am an #FII I Love India. I buy during bear markets here, just like I did for five years after 2008 or in 2019/20, when mutual funds were facing redemption pressure. And I take profits when bull markets get overheated—just as I did in 2017-18, 2022, and 2024. After March…

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Bhavin Mehta Reposted

“A man who has committed a mistake and doesn't correct it, is committing another mistake.” — Confucius


Bhavin Mehta Reposted

Very interesting stats from a report from Bernstein: Indian Solar PV manufacturing co with 13 GW capacity, EV US$ 10 billion Chinese Solar company with 95 GW module, 85 GW cell and 85 GW ingot-wafer capacity, EV US$11 billion Every speculation should be within limit.


Bhavin Mehta Reposted

Progress Over Perfection Waiting for perfection delays progress. Start messy and refine as you go.


Bhavin Mehta Reposted
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Bhavin Mehta Reposted
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Bhavin Mehta Reposted

🔥CreditAccess Grameen Ltd. is trading at one of the lowest Price / Book Value recorded in it's history. 🔥Currently, the stock is trading at 2.02x P/BV, almost nearer to it's covid level. 🔥 Reason- Increase in GNPA owing to structural weakness in the economy. 🔥Personally,…

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Lesson learnt the hard way. invested in Samman Capital since last year in spite of knowing the tainted past because of the " perceived cheapness" in the raging bull market. Cheap is not always good. Should have been able to differentiate between value and value trap.


Bhavin Mehta Reposted

Treat equity as your third child. Feed him for 20-25 years. He will feed you for the rest of your life.


Bhavin Mehta Reposted

चलो आज तो Portfolio नहीं गिरेगा...


Bhavin Mehta Reposted

Sammaan Capital In 2QFY25, It has written off 4500cr worth of loan in P&L, which is ~7% of loan book, this wasn’t expected, no hint, no concerns ( as per mgmt) in asset quality for last 6 years, suddenly after right issue they are writing off such high value in pnl, stage 2…

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Bhavin Mehta Reposted

Some serious problems with retail investors: ~ Let me sell it now, later I will buy it again on correction. ~ Stock price has already fallen a lot, how can it fall more? ~ The company posted a bad quarter so let me exit. ~ A big investor has sold my portfolio stock so I should…


Bhavin Mehta Reposted

When you don't invest in Swiggy IPO but see your mutual fund invest in it 😅

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Bhavin Mehta Reposted

If someone is calling/video calling you claiming to be a police officer, CBI agent, or custom official and threatening you, they are likely a cybercriminal!

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Bhavin Mehta Reposted

☎️ Con-call Highlights - #HIL Ltd **HIL Limited (HIL) Q2 & H1 FY25 Earnings Conference Call Key Takeaways** **Current Financial Performance (Consolidated):** * **Q2 FY25:** * Revenue: Rs.774 crore, demonstrating a 7% YoY growth. * Profit Before Tax (PBT): Rs.6 crore…


Bhavin Mehta Reposted

Nifty’s longest-ever streak of months without a -6% or worse fall just ended. Breaking News: Markets go down too.

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Bhavin Mehta Reposted

40% of market participants are below 30

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