Rachitpandey299's profile picture.

Rachit

@Rachitpandey299

Rachit reposted

Two kinds of startups are emerging in cybersecurity (B2C being completely outpaced) - one who caters the convergence bet IT-OT, mainly aimed at industrial, mfg etc. And the one who caters to non-industrial - banks, NBFCs. Sweet part is the latter is relevant even in 1st case.


Rachit reposted

Technology player in transmission space has the highest order backlog in its history . Transmission can be played through multiple ways, look for areas that has concentrated supply.


Rachit reposted

I am honoured by the invitation of the government of India to lead an all-party delegation to five key capitals, to present our nation’s point of view on recent events. When national interest is involved, and my services are required, I will not be found wanting. Jai Hind! 🇮🇳

ShashiTharoor's tweet image. I am honoured by the invitation of the government of India to lead an all-party delegation to five key capitals, to present our nation’s point of view on recent events. 

When national interest is involved, and my services are required, I will not be found wanting. 

Jai Hind! 🇮🇳

Rachit reposted

Sunita Tools is a proud Indian Company A unsung hero in giving India the plastics revolution If India needs the shells it will give them only to India and no one else The rumours around have no base History suggests that MOD buys total production in war times.


Rachit reposted

The 0.5 front.

JaipurDialogues's tweet image. The 0.5 front.

Seeking reassurance from the crowd about your investee companies is comforting but costly . Comfortable public opinions seldom lead to outsized returns. Buy what they will respect tomorrow !


“Foolish consistency is the hobgoblin of little minds” Sole reason one should not give out stock picks in public is because you become hostage to your own thoughts Adaptation is intelligence.


Rachit reposted

Your life's direction is determined by whose approval you chase. Pick who you seek validation from carefully—they're secretly writing your story.


Rachit reposted

LTCG - Zero STCG - 10 pc Dividend tax - 10 pc KYC for FIIs - relaxed to first level investor names and not ultimate beneficiary as this is a huge headache for India dedicated fund managers who find great difficulty in adherence to these norms. Operate from paradigm of trust…


Rachit reposted

NEW CNC VMC MACHINE for Sunita LEOQUIP Aerospace our subsidiary company in Ahmedabad is ready and final Pre delivery Inspection at OEM factory taking place … 👍👍 #sunitatools sunitatools.com #makeinindia

SunitaTools's tweet image. NEW CNC VMC MACHINE for Sunita LEOQUIP Aerospace our subsidiary company in Ahmedabad is ready and final Pre delivery Inspection at OEM factory taking place …
👍👍 
#sunitatools 
sunitatools.com
#makeinindia

Rachit reposted

Confessions Of An Ordinary Investor In case of Twitter, Initially in your Investing journey you get high dopamine when you are flushed with sudden rush of followers seeking your attention. Have seen many investors who initially get hyper active and churn out more than 10 tweets…


Rachit reposted

#AXISCADES The Defense & Aerospace juggernaut starts to roll. Just a marginal improvement in revenue and PAT almost doubles. The power of high margins 💪 Management: This is just a trailer 🔥🔥

Shashank1171's tweet image. #AXISCADES The Defense & Aerospace juggernaut starts to roll. Just a marginal improvement in revenue and PAT almost doubles. The power of high margins 💪

Management: This is just a trailer 🔥🔥

Rachit reposted

INR 200-300cr LOI for supply Major Artillery Shells 155mm M107. 1,00,000/- pieces per annum from Supply of trail samples and approval has been received by Sunita Tools Limited’s Subsidiary Tripathi Aerotech & Weapons Systems Pvt Ltd. This will open up a completely new avenue…

chiragdashj's tweet image. INR 200-300cr LOI for supply Major Artillery Shells 155mm M107.  1,00,000/- pieces per annum from Supply of trail samples and approval has been received by
Sunita Tools Limited’s Subsidiary Tripathi Aerotech & Weapons Systems Pvt Ltd.

This will open up a completely new avenue…
chiragdashj's tweet image. INR 200-300cr LOI for supply Major Artillery Shells 155mm M107.  1,00,000/- pieces per annum from Supply of trail samples and approval has been received by
Sunita Tools Limited’s Subsidiary Tripathi Aerotech & Weapons Systems Pvt Ltd.

This will open up a completely new avenue…

Rachit reposted

Investing is far more about breadth as it is about depth 🔆

While majority eulogise analyst that go deep in a particular stock/sector , for an investor breadth is more or equally rewarding. It is about finding the right balance bw breadth and depth. “The person that turns over the most rocks wins the game”.



Rachit reposted

INR 700 cr company with monopolistic business raising INR 200cr through preferential and warrants from marquee investors. Rarely we get such cos cheap initially. Misunderstood business model and skepticism helps to get entry at cheap Valuations. When @Rachitpandey299 met with…


Z tech 200cr fund raise . Market cap back thn was sub 300cr . Hopefully they deliver as promised in concalls and much more.

Rachitpandey299's tweet image. Z tech 200cr fund raise . Market cap back thn was sub 300cr . 
Hopefully they deliver as promised in concalls and much more.

Met a co that uses waste to make theme parks . High roce since govt puts in some % of capex. Since cost of project is less and land is provided by govt , ticket price is only 100/- . Such innovative ideas & amazing entrepreneurs. #smeinvesting

Rachitpandey299's tweet image. Met a co that uses waste to make theme parks .

High roce since govt puts in some % of capex.

Since cost of project is less and land is provided by govt , ticket price is only 100/- .

Such innovative ideas & amazing entrepreneurs.

#smeinvesting


The strongest of dynasties have fallen when they became too content and lacked hunger to grow . One must approach every day as Day Zero. Be wary of entrepreneurs who have their bellies full and desires quenched post the recent bull run.

Rachitpandey299's tweet image. The strongest of dynasties have fallen when they became too content and lacked hunger to grow . One must approach every day as Day Zero.  

Be wary of entrepreneurs who have their bellies full and desires quenched post the recent bull run.

Rachit reposted

If you're smart, wealth can buy you the lightness of absence of schedule & the ability to modulate your day to surprises as they come. If you're stupid (like most rich pple), wealth buys you the prison of a rigid schedule, metastatic obligations, & self-feeding complications.

VERY unpopular opinion humans were never meant to be this busy that’s why everybody is anxious and depressed.



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