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@chiragdashh
Supply Side Dominance with Tailwinds. Focus On Investing Behaviour. Every Moat needs a trigger, Every Trigger doesn't need a Moat. Blessed To be an Investor๐ต๏ธ
It always feels like youโll never get another shot to buy a company you want to own and/or add to an existing position, but almost every year the market gives you another opportunity.
Question : what does it even mean that FIIs donโt pay taxes in any other country ? How is that possible ? Answer : FIIs donโt pay taxes anywhere else in invested country. India is the only major country which taxes them at source. Other countries let FIIs handle at redemption /โฆ
Tournament se bahar ka rasta kidhar hai? Abrar: Udhar
When @imVkohli goes out of form always give him a match against Pakistan, and make Haris Rauf bowl to him, he will eat both of them for Breakfast. Paksitans bowling attack grossly overrated.
๐ฅ Send Readymade mail to SEBI to change the ESM FRAMEWORK โถ๏ธ Just click on the link and press the SEND button. tinyurl.com/mr3chzrh
๐Stall of SEBI in KOLKATA INTERNATIONAL BOOK FAIR 2025. โช๏ธPurpose - Investor Awareness. โช๏ธThe stall is formed and managed by SEBI in association with NSE, BSE, MCX, AMFI, NSDL, CDSL, NISM & MSE. โช๏ธI spoke to the officials of SEBI, NSE and NISM. ๐With the SEBI official, Iโฆ
The market falls, donโt lose sight, In every correction, thereโs hidden light. The market dips, donโt feel low, Golden chances appear to show. Don't be disheartened by the pain, What seems to fall will rise again. Prices fall, yet value stays, Smart investors see their plays.โฆ
If torturing all Sme stocks by Esm regulations is valid and rationale move then adding Zomato and Jio to Nifty is also a brilliant move. Madness should be impartial and equal for both sides. My support to Nifty fighters. Dil se Bura Lagah Bhai, Seriously ๐คฃ๐ท
Talking about the capex cycle, The Indian Railways is set to get a capital expenditure push of Rs 2.45 lakh crore in the financial year 2022-23, 14 percent higher than the budgeted capital expenditure of Rs 2.15 lakh crore for the current financial year
Understanding the base effect is very critical aspect in Investing. Trees don't grow to sky. But a Sapling can become a Tree๐ด It's not the absolute size but viz a viz the opportunity size
TT operates in the most asset light part of the asset heavy industry. In the sense it's not easy to operate a semi conductor fab. Very capital intensive. Best part is it's into testing and simulations where margins are better and Roce higher. Such businesses rarely trade cheap.
Budget for Power & Green Energy. Rooftop Solar gets a boost
Imagine not playing the entire energy transition theme thinking it's a bubble. Transmissions Distribution plus Renewables are mega trends. Kpgel is proxy to both #kpgel
TT operates in the most asset light part of the asset heavy industry. In the sense it's not easy to operate a semi conductor fab. Very capital intensive. Best part is it's into testing and simulations where margins are better and Roce higher. Such businesses rarely trade cheap.
A mistake that makes you humble is better than an achievement that makes you arrogant
Bad is Good for some Investors. Some think for a quarter some think for years. Difference is in perspective. Data is the same for everyone
Excellent results by Ztech. Almost 4x Eps jump YOY. Q4 expected to be much bigger and better. Concall Tommorow#ztech@Rachitpandey299@drprashantmish6
Investors generally assess their own stocks on Forward Growth and Neighbour's Stock on TTM Earnings. Precisely why one should have their proprietary assesment framework to not be at the mercy of biased minds
The biggest strength for a Micro cap Investor is Diversification. I cannot explain in words the real power of Diversification. I can just say being Diversified across sectors and stocks is a Blessing ๐
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