Kashish Shambhwani
@kforkashish
Investor | Big, Infrequent, Asymmetric bets! Special Situations Free detailed research into Indian stock market 📩 https://maniacmarkets.substack.com/
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How one change in regulation can kill business segments. NCERT decides to publish books itself. Book publishers will have a tough time until reversed. Iex and MBED Delta corp and Gst And now this.. Above are enough reasons to diversify. Be a life long collector of case…
At the time of listing, I found car dekho better in terms of diversified revenue streams and few other metrics but the way Cartrade has performed is truly commendable and interesting thing is market will have enough opportunities like this all the time. Focus on earnings :) Disc:…
🚨 Cartrade confirms that it is in talks to acquire CarDekho 🚗 🤝 Says only discussing the purchase of the automotive classifieds biz and not financing & insurance units CarDekho was last valued at $1.2 bn and is backed by investors like Peak XV, Hillhouse and Google Capital.
Global CEOs this week summed up India in one line — “From data centres to dairy bars, we’re all in.” - Mondelez – sweet growth - Cognizant – planning an India listing - Veralto – water infra boom - Modine – new Chennai facility - Gates & SKF – India replacing China in the…
Japan’s market gave almost 24% CAGR in dollar terms for 40 years and then went into hibernation mode. If one would have held it till date, would still be having 13% CAGR in just buy and hold. Imagine the wealth investors would have created by picking stocks Markets = Goldmine…
BREAKING: Japan’s Nikkei 225 surges above 50,000 for the first time in history. Japan’s stock market is now up +65% since the April 2025 low. The global bull market is roaring.
We are all so fucking lucky. We are the luckiest mfers in history. You can fly anywhere on Earth in less than 24 hours. Your great-grandfather died within 50 miles of his birthplace. You can talk to anyone alive from your pocket, for free. You can start a business from your…
Special sits Ninjas be aware. Good to see more activism by shareholders 👏
A group of #minority #shareholders, armed with forensic reports and years of financial data, had filed India’s first-ever class action lawsuit against #Jindal Poly Films Ltd, a flagship of the $2.5 billion BC Jindal Group. Led by #investor Ankit Jain and represented by Saraf and…
Elon Musk has purchased over 2.56M shares of $TSLA worth $1 Billion! The purchase happened on September 12th with an average price of $389.22 This is Elon’s first open market stock purchase since February 2020, and the largest insider acquisition EVER by value.
Fanboy in me buying some Tesla as you never bet against Elon 🤪
This photo was taken on Elon Musk’s birthday. He used to sleep at the factory during these toughest phases of production. His message to the team was clear: “Your goal is to not let me sleep. The machines need to be running 24/7.” His commitment isn’t just rare, it’s legendary.
> be me > Larry Ellison > own a database empire, a sailboat, and a disdain for poor people > OpenAI wants to build AGI > needs compute > *a lot* of compute > like “$300B GPU cluster in a volcano” levels of compute > "Hello. I own Oracle Cloud. Also, I’m rich." > sign $300B GPU…
Indian Earnings: A Mirage of Growth Amid Global Outperformance While Indian markets bask in the glow of "resilient" earnings, a closer look at Q1 FY26 (April-June 2025) data reveals a stark underperformance compared to global peers. Take the Nifty 50: Operating revenue grew a…
Power theme will continue to reward in the medium term.
To unwind this earnings season on a lighter note. *Read the witty and candid talks on the calls:* *Delhivery, CFO:* _“Thanks to our routing team, packages now reach customers faster than my morning coffee gets cold.”_ *MASTEK, CEO*: Umang Nahata at his best. _"We have over 10…
This is the worst result season I have seen in the last 2-3 years. Valuations one of the highest. 1500+ results and ex leveraged and ex petro , 8% sales growth and 5% PAT growth.
Solid performance continues from Yatharth hospital :) Just continue to hold the names with good earnings visibility over medium term coupled with reasonable valuations and portfolio CAGR will be taken care of 🎯
Cheapest amongst the lot, one dispute resolved Improved Cash flows and less govt business would be next Disc: Invested from lower level.
Management during concall: Generics should be exempt from tariff for all practical and logical reasons but also acknowledges the orange monkey risk and has backup plan to shift production to US Stock down 15% from the high due to tariff uncertainty Disc: Strides Pharma.…
Bajaj Finance expresses concerns on consumer leverage! Credit costs see an uptick for the Company!
EFCIL (EFC) Q1FY26 concall notes , my notes from the recent call just concluded ( disc: biased at average price of 180 , has already done very well for us , so no fresh reco, biased , no financial advice in any sense )
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