Gaggam

CA | Long term equity investor |
Simplifying Stocks, ETFs & Mutual Funds for educational purposes

Views are personal | Not SEBI Registered

[Gaggam @20kgup]

REGULATORY DISCLOSURE & DISCLAIMER:

My Affiliation: Principal Officer at Investrright Capital Private Limited

SEBI Registration: Category III AIF Reg No: IN/AIF3/26-27/2259

Scope of Content:

All posts, charts, and market commentary from this handle are strictly for

[Gaggam @20kgup]

Parag Parikh Flexi Cap vs. Large Cap:

Are you holding the same fund twice?

PPFAS has two funds managed by Rajeev Thakkar, both loaded with big Indian companies.

Sharing the breakdown of how they actually differ:

1. Investment Freedom

Flexi Cap: Can buy large, mid, or small

[Gaggam @20kgup]

1. Jio Financial Services

Jio Credit's gross assets under management crossed Rs 30000 crore in Q1 FY 27, rising 163 % year on year. Disbursements increased 173 % year on year to Rs 11252 crore

#jiofin

[Gaggam @20kgup]

Every morning I spend 1 hour reading market news. So you don't have to.

Sharing the 6 stocks that are making headlines before markets open today

JIO Financial Services, GK Energy, BEL, IRB Infra, Vedanta, Avenue Supermarts

A thread 🧵-

[Gaggam @20kgup]

Bitcoin will be coming back below to $60000 again, I don't know why people are taking long traders here

Zero Zero Trades are happening

#BTCUSD

[Gaggam @20kgup]

I have demat accounts under my PAN with following brokers-

1. Zerodha
2. Groww
3. Angel One
4. Upstox
5. Kotak Neo
6. Dhan
7. IndMoney

Except IndMoney I pay AMC to no one
I like Groww and Zerodha alot
Dhan I use for renting out stocks
Do you have more than 1 demat too?

[Gaggam @20kgup]

Zerodha’s latest update shows how its core business is changing:
​
Net profit rose just 1.2% to Rs 4283 Cr. As market trading cooled down, revenue from transaction fees dropped.

​Margin funding which is letting clients borrow money to buy stocks,already makes up 10% of total

[Gaggam @20kgup]

When veteran fund managers build an individual personal stake in a cyclical small cap, it’s worth examining the underlying thesis.

On NOCIL Ltd.'s cap table:
1. Prashant Jain of 3P Investments : 1.12%
2. Nilesh Shah: 1.74%
3. Tejas Trivedi: 2.82%
4. Total HNI holding: 18.24%

[Gaggam @20kgup]

My equity portfolio is now trading at historical level against you all

Because I have ITC, HDFC, Infosys
https://t.co/bStq00JtME

[Patterns @Patterns0001]

Indian stocks are now trading at historical level against Asian emerging markets

[Gaggam @20kgup]

Symbiotec Pharmalab IPO is open,its ad is on Mint and various stock news related websites.

My unbiased opinion on the Symbiotec Pharmalab IPO:

Positives:

1. It holds over 75% of the worldwide market share for key medicines like Hydrocortisone and Testosterone.

2. It has

[Gaggam @20kgup]

1. Kaynes Tech

Kaynes Technology India and BOSGAME have signed a strategic memorandum of understanding aimed at establishing and expanding BOSGAME’s presence in the Indian market

#Kaynes

[Gaggam @20kgup]

Every morning I spend 1 hour reading market news. So you don't have to.

Sharing the 6 stocks that are making headlines before markets open today

Kaynes Tech, Apollo, Power Grid, NTPC Green, Natco Pharma, Zee entertainment

A thread 🧵-

[Gaggam @20kgup]

India has become the world’s 2nd largest fish producer, accounting for roughly 8% of global output and is a leading player in aquaculture and shrimp exports

The sector supports nearly 3 crore fishermen and fish farmers across the country.

The government has invested over

[Gaggam @20kgup]

Jitna bhi try karlo Bunny tumhara share tumhare exit karne se pehle nhi chalega

#nifty50

[Gaggam @20kgup]

Energy sector is being promoted everywhere

[Gaggam @20kgup]

Love this concept of Energy Times as Fornt page of Economic Times

Quoting the page how it looked when I open it

[Gaggam @20kgup]

Love this concept of Energy Times as Fornt page of Economic Times

Quoting the page how it looked when I open it

[Gaggam @20kgup]

The National Stock Exchange of India (NSE) the world’s largest derivatives exchange by volume, is eyeing a valuation of up to Rs 5.26 lakh crore ($55 billion) for its highly anticipated IPO.

Key takeaways from recent investor roadshows:
Indicative Price: Rs 2000 - Rs 2100 per

[Gaggam @20kgup]

IPO pipeline: Many got approval and more coming
NFO launches: Non stop
New AMCs: Lining up

​FIIs: Sleeping

​Retail SIPs continuing and increasing, but foreign money is still waiting at the door

​Are they seeing a warning sign that we're ignoring or just missing the rally?

[Gaggam @20kgup]

I was reading Economic Times article today and few things came in mind

Natarajan Chandrasekaran choosing not to seek another term as Chairman of Tata Sons is a massive wake up call for Indian companies.

When an extraordinary CEO runs a giant business smoothly for years,

[Gaggam @20kgup]

Mutual funds are actively reshuffling their portfolios.

According to Motilal Oswal data, these 5 smallcap stocks faced the highest net selling by MFs in July 26:

Highest MF Selling

1. Welspun Corp: ₹31.4B holding
2. Physicswallah: ₹14.8B holding
3. NBCC: ₹12.0B holding