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In 2019, thousands of retail investors lost money just because they blindly followed Rakesh Jhunjhunwala.
💰 The Big Bull invested ₹86 crore in Yes Bank at ₹67.10 — everyone thought,
“Agar Jhunjhunwala ji le rahe hain, toh multibagger hi hoga!”
But by March 2020, Yes Bank crashed to ₹5.
- Jhunjhunwala’s ₹86 crore investment fell to ₹12 crore.
- And retail investors? Lost their hard-earned money.
Lesson: Blind faith always carries risk in the stock market.
Even legends can go wrong — the difference is, they manage risk.
Rakesh Jhunjhunwala bet ₹86 crore
→ That was small capital for him. Even if it went to zero, no big deal.
Retail investors, on the other hand,
→ Put in their savings, FDs, loans, and retirement money.
→ That’s why they got trapped.
✅ If you follow a big investor,
also follow their risk appetite and risk management!
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Many are asking for a video on the Lenskart IPO 👓
But honestly — there’s no need for any analysis right now.
My rule is simple:
👉 Wait for 3 quarters.
That’s when the real picture of valuation, growth, and price starts to show up — not the hype.
Sometimes, patience is the best analysis. 😉
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"Sector Rotation is the Key to Short-Term Profits"
We’ve been talking about for a while now…
- Data Center smallcaps
- Renewable midcaps
- Auto largecaps
Here’s the latest sector rotation we’ve been tracking over the past few months 👇
"BFSI Sector"
- After nearly 2 years of underperformance, the Banking & Financial (BFSI) space is making a strong comeback.
What’s Driving Banking Stocks?
👉 Sector Rotation – Big institutional money is moving out of IT & FMCG (the recent laggards) and flowing into Banks & NBFCs.
👉 Attractive Valuations – Nifty Bank’s PE dropped to just 13.2x and P/B to 2.09x at the end of 2024 — the lowest in years!
👉 Stable Earnings – With no negative surprises, banks have quietly become the new “defensive” bet for smart money.
Money is flowing where growth + safety meet — banks are back in favour!
📈 Keep an eye: A strong BFSI usually signals broader market strength ahead.
—————————
Potential Swing Stocks - https://shorturl.at/xnVzy
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--Important Update--
Hi Everyone, 👋
To provide you with better and faster support, we’ve moved to a New WhatsApp Support Number: +91 7204727113
👉 https://wa.me/7204727113
Please use this number for any service help or queries.
Thank you for your continued support! 🙏
Services Offered:
- SEBI Registered Stock Recommendations
- Learning Programs
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.
CAMS made a High of ₹4015 🚀
.
Recent Developments -
- CAMS board approves stock split in 1:5 ratio
- Technical Break Out : Price crossed above 200 DMAs
This information is only for learning and education.
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🚀 Big Defence Buy: India OKs ~$9 billion (₹79,000 cr) of weapons — What it means for the defence sector & stocks
1 - What happened: Defence Acquisition Council approved proposals worth ~₹79,000 crore (~$9 billion) for missiles, naval guns, high-mobility vehicles, drones and other systems.
2 - Immediate effect on the sector: Big orders → stronger order books for defence manufacturers, more manufacturing contracts, and fresh revenue visibility over coming years. Reuters
3 - Which kinds of companies win: Makers of missiles, avionics, naval systems, engines, and sub-systems — both PSU majors and private suppliers — tend to benefit first. Think aerospace OEMs, missile firms, defence ancillaries and foundries.
4 - Stocks to watch (examples, not advice):
* Hindustan Aeronautics Ltd (HAL) — aerospace & MRO plays
* Bharat Electronics Ltd (BEL) — electronics & radars
* Bharat Dynamics Ltd (BDL) — missile systems / supply partner
* Bharat Forge — defence components (recent coverage mentioning production plans)
5 - ’Make in India’ boost: Many orders are structured to favour domestic production — that means capex, subcontracting to private suppliers, and longer-term ecosystem growth. Expect more medium/small suppliers to get work.
6- Timeline & execution: Approval is the first step — contracts, tenders and production take months to years. Stock reaction may be immediate, but actual revenue shows up later as orders convert to deliveries. (Some deliveries in recent deals have been expected to start in 2026–27.)
7 - Risks to remember: Government approvals ≠ instant sales. Delays, offset clauses, foreign supply chains, and budget re-allocations can slow benefits. Market may price hopes in advance and then correct. Reuters
8 - Strategy idea (beginner friendly): Note the names that get direct contracts (PSUs + large privates). If you like sector bets, consider watching order announcements, quarterly order-book updates, and supplier confirmations before committing.
Not investment advice.
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Ashok Leyland – 51% Up While Market Was Falling 🚀
Few months back, we had noticed a strong technical breakout and fundamental developments in Ashok Leyland — and shared the same in our earlier post.
This was before the bonus issue, when the price was around ₹191.
After adjusting for the bonus shares, that comes to ₹92.5.
Fast forward to now — while the overall market was falling,
👉 Ashok Leyland is up 51% in just 1 year!
There’s always a bull run hiding somewhere — even in a weak market.
To find such corners, you need to understand:
🔹 Macroeconomics
🔹 Trends
If you master these two, spotting opportunities becomes way easier than you think. 💡
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Trump has imposed a 100% tariff on Chinese goods — and hinted that it could go even higher.
So what happens next?
[1] Markets will likely experience higher volatility and risk.
[2] Gold and silver could benefit as money moves toward safe-haven assets.
[3] The US may see inflation rise, which can indirectly impact India’s IT sector.
What should investors do?
Focus on companies that earn most of their revenue from the domestic market.
They’ll likely face the least impact in this global trade tension.
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CAMS
—————-
CMP : ₹ 3,831
—————-
Great company in a sector down trend.
✅ Pros:
• Monopoly business — handles 65%+ of mutual fund transactions in India.
• Strong financials — high ROE & consistent profit growth.
• Zero-debt & asset-light model.
• Expanding into new segments like AIFs & insurance repository.
⚠️ Cons:
• Growth depends on mutual fund inflows — if markets slow, business impact is direct.
• Limited global expansion scope.
• High valuation compared to peers — not cheap.
A solid long-term compounder, better at dips — not at euphoric valuations.
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Hi Everyone,
As promised we are doing FREE Workshops This Weekend :
- Saturday - Technical Analysis & Trade Setup
- Sunday - Using AI for Trading & Investing
✅ Link to Join FREE Workshop -> https://chat.whatsapp.com/CX2Nzm8OEsF22Hy3MJ6Jvv
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📉 Demat Account Openings Down 40% in 2025!
This slowdown shows retail participation in the market is cooling off.
When fewer new investors open accounts, it means trading volumes, IPO activity, and mutual fund inflows also tend to drop.
That’s why many market-linked businesses like CAMS, CDSL, Angel One, and NSDL are under pressure.
Are they bad companies? ❌
Not at all — these are high-quality, cash-rich, and monopoly-type businesses with steady earnings models.
But here’s the key lesson 👇
In markets, great business ≠ great stock returns, unless the cycle supports it.
Understanding the cycle:
* These companies earn more when markets are active, new investors open accounts, and trading volumes rise.
* When the market sentiment turns weak, their revenues and profits temporarily flatten, even if the business model is solid.
* As a result, the P/E multiples contract, and stock prices fall — not because the business is bad, but because the cycle is unfavorable.
So, timing matters as much as quality.
The best time to invest in these “market ecosystem” companies is when:
✅ Investor sentiment turns positive
✅ New Demat accounts rise again
✅ Trading and IPO volumes start recovering
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Hi Everyone,
Since the first update on TVS Motors, the stock went up 25% and after a small dip is still up 18% since Aug 3.
Recent developments that can support future earnings:
1️⃣ TVS acquired Engines Engineering → to set up its own design centre
2️⃣ TVS updated price list after GST 2.0 → on Jupiter, Raider & more, which could boost sales
3️⃣ Focus on premiumisation + new scooter launches → likely to improve margins
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🚨 Podcast with Vikas Satija is NOW LIVE!
This episode is packed with powerful insights:
✅ Deep dive into different sectors
✅ Strategies for long-term & short-term investing goals
✅ Practical wisdom you can apply right away
and much more....
🎙 Guest: Vikas Satija
(MD & CEO, Shriram Wealth Limited)
Don’t miss this chance to learn from an industry leader.
Watch/Listen Now & take your investing game to the next level - https://www.youtube.com/watch?v=QwlPyrFXyh0&t=153s
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Latent View Analytics
——————-
CMP : 410
——————-
The company is doubling down on growth by scaling its top 25 strategic accounts (mostly Fortune 500s) through strong CXO-level connects.
* 24 of 100 clients have been with them for 5+ years ✅
* $1–6M client bucket growing at 22% CAGR (FY22–25) but revenue only at 13% CAGR → huge scaling potential ahead
Key Growth Drivers:
* Decision Point acquisition → boosted Consumer/Retail revenue to 15% (target 20% in 3 yrs)
* Databricks partnership → expected 70% CAGR growth (FY25–28E) with $8M GenAI pipeline
* Management aims to lift Databricks’ revenue share from 10–12% now → 25% by FY28
With 80% of engagements in complex AI/POCs, this looks like the next leg of growth.
👉 One to keep on the radar for AI + Analytics play.
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Gold hits new High ✨
Silver at ₹1.5 Lakh 🚀
The rally in precious metals continues... but the big question is 👇
👉 Till when can Gold & Silver keep rising?
- Global uncertainty is pushing safe-haven demand
- Central banks are aggressively buying Gold
- Silver demand is soaring from EVs & Solar
This is not just a price rally — it’s a shift in how the world looks at money & metals.
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🚀 8x Multibagger Alert
Since Jan 2022, Tata Investment Corporation has delivered an 8x return.
🔥 Congrats to all long-term investors!
Recent Updates:
- Q1 FY26 Revenue: ₹145.46 Cr
- Q1 FY26 Net Profit: ₹112.40 Cr
- FY25 EPS: ₹61.68
- Book Value per Share (BVPS): ₹6,144.99
- Debt-to-Equity: 0.00 → virtually debt-free
- Upcoming Stock Split: Face value from ₹10 → ₹1
💡 With strong fundamentals, zero debt, and shareholder-friendly moves, Tata Investment Corp continues to build long-term value.
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Hi Friends,
Last year I had noticed something significant in Eternal (Zomato) and I had posted an analysis based on my observation on May 12, 2024:
[1] Institutional buying
[2] Company showing growth in results, estimates increasing
[3] Most importantly → platform & other charges rising, showing pricing power
Seems like the analysis has proved right ✅
Eternal (Zomato) is up almost 60% to 70% since then… Not bad 🚀
Congrats to all of you! 🎉 In the end, it’s the long-term investors who reap the biggest rewards.
Patience always pays. 🌱
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We are hiring - Want to join our team?
👉 Full job details here: https://www.linkedin.com/in/bharath-shankar-64b5b918/
Please share with friends who are looking for a job 🙌
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IT Stocks can suffer - Be prepared....
Trump has announced a $100,000 fee for H-1B visa petitions.
👉 This is a one-time payment for new H-1B applications.
👉 It does not apply to renewals or to those who already have an H-1B.
👉 It is not an annual fee.
This move is expected to hit Indian IT companies and startups the most, since they are among the largest users of the H-1B program.
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