A. Srivastava

Professor by profession | Investor by passion | Ph.D in Finance | Equities 🇮🇳 | Small & Midcaps | Research • Conviction • Patience | Personal views, NIA

[A. Srivastava @ASrivastava2001]

@shambhucis4u Never sell a compounder, no matter what.

#StockMarket #Multibagger

[A. Srivastava @ASrivastava2001]

SG MART 🚀 Highlighted around ₹355 in June 2025.
Now ₹905 ~2.5X since then.

Today up by 12.7% ATH.
Driven by Stong Q2 PAT +104%, EBITDA +157%.

Thesis being validated. 👀

#SGMart #SmallCaps #StockMarketIndia #Multibagger

[Vijay Kedia @VijayKedia1]

Jaane kaha gaye wo din, kahte the hum ban jayenge WARREN uncle do saal mein....✌️

[A. Srivastava @ASrivastava2001]

🧠 The real problem

The market is currently facing a nasty combination:

Crude ↑ + Rupee ↓ + FII selling + Global risk-off + Expensive smallcaps

That's y #smallcaps r getting disproportionately punished.

nd this isn't necessarily a collapse in India's economic fundamentals.

[A. Srivastava @ASrivastava2001]

Market is bleeding. 📉
Smallcaps are taking a beating.
And many portfolios are deep in the red. 💀

Be honest 👇
Which stock is hurting your portfolio the most right now? 🫣

No judgement. We’re all in this market together. 😅

#IndianEquities #StockMarket #SmallCaps

[A. Srivastava @ASrivastava2001]

Market is bleeding. 📉
Smallcaps are taking a beating.
And many portfolios are deep in the red. 💀

Be honest 👇
Which stock is hurting your portfolio the most right now? 🫣

No judgement. We’re all in this market together. 😅

#IndianEquities #StockMarket #SmallCaps

[A. Srivastava @ASrivastava2001]

High crude prices remain a concern for India. Brent Dec futures traded 1.14% higher at abt $110 a barrel, on worries over Red Sea shipping nd risks to Saudi oil facilities. Investor nervousness is also visible in the fear gauge, with India VIX jumped 8.5% to 16.03. #StockMarket

[A. Srivastava @ASrivastava2001]

🚨 MARKET: THE PAIN BEHIND INDEX!

#NiftyFifty −0.75%. Nifty 500 −1.37%. #Smallcap 50 −2.71%.

Market breadth: 371 advs vs 841 declines. A/D ratio: just 0.44.

When indices hide pain bt smallcaps bleed, the rally isn't telling the whole story.

Retail portfolios are bleeding.

[A. Srivastava @ASrivastava2001]

@Share_Market Dear FM,
If FIIs r leaving nd markets r struggling, blaming “easy liquidity” misses bigger question.

High taxation, FII outflows, weak private investment nd global competition need policy attention.

Don’t manage d narrative. Fix d fundamentals.

Only Growth ll bring capital. 🇮🇳

[CNBC-AWAAZ @CNBC_Awaaz]

#DollarvsRupee | 15 पैसे मजबूत खुला रुपया

▶️रुपया 94.93/$ के मुकाबले 94.78/$ पर खुला

#Forex #Dollar #Rupee

[Ajay Bagga @Ajay_Bagga]

SpaceX and Tesla boards explore potential merger
Elon Musk says combining his two public companies would be a ‘good idea’ as the world approaches an AI singularity

[A. Srivastava @ASrivastava2001]

Nifty: “I’m green.” 📈
Smallcaps: “Not so fast.” 💀
Retail portfolio: “Jio IPO mein milte hain…” 😂

https://t.co/QhPyTyMpgj
#IPO #Nifty
#JioPlatforms
#jioplatformsipo

[A. Srivastava @ASrivastava2001]

**Nifty green 💚 📈
Smallcaps red 🔴

Retail portfolios bleeding 💀

#JioIPO : “Idhar aao, paisa lagao.” 😂

₹30,213 Cr IPO, anchor book ~30x subscribed.😎

Lagta hai retail ka paisa bhi market breadth se zyada IPO mein busy hai. 👀

#IndianEquities #SmallCaps #jioplatformsipo

[A. Srivastava @ASrivastava2001]

@GuruShareMarket The stock is Exato Technologies. And a humble hello to @VijayKedia1 Sir — been a big fan of your investing journey and conviction. 🙏

#ExatoTechnology #SmallCapStocks

[A. Srivastava @ASrivastava2001]

@Asan_research Today, the market reminded investors of a timeless economic principle:

📉 Wealth is created over years, but destroyed in a trading session.

Tomorrow is a holiday. The market has adjourned the court; investors are still calculating the damages. 💀

[A. Srivastava @ASrivastava2001]

@VijayKedia1 Prosperity shld be taxed, bt capital is mobile. Higher after-tax costs can hurt India’s relative attractiveness alongwith yields, rupee & growth.

Globally mobile capital also weighs after-tax returns. India’s 12.5% LTCG + macro pressures can influence #FPI flows.
#IndianEquity

[Vijay Kedia @VijayKedia1]

"ZERO TAX ON ZERO GAINS MEANS ZERO BENEFIT. "

Paying tax on healthy gains is a sign of prosperity.

The focus should be on quality education, skill development, research & innovation, job creation and income growth.

THE EARLY SIGNS OF SOCIAL UNREST ARE ALREADY VISIBLE.

This is a serious cause for concern, as prolonged unrest could disrupt businesses, discourage investment and derail economic growth.

Economic growth creates prosperity. Inclusive growth sustains it.✌️
#SkillDevelopment #JobCreation #InclusiveGrowth #ViksitBharat

[A. Srivastava @ASrivastava2001]

😊🤣😎👍

[Gujarat Police @GujaratPolice]

તમારી સુરક્ષા માટે ગુજરાત પોલીસ હંમેશા તૈયાર છે. Dial 112.

#GujaratPolice

[A. Srivastava @ASrivastava2001]

The biggest investing mistake isnt buying a high PE stock.

Its paying a high price 4 grwth that dsn't arrive.
nd d opposite mistake?
Buying a low-PE stock bcz it looks cheap whle ignoring deteriorating growth.
Valuation matters. Bt growth determines wht valuation u deserve. 📚📈

[A. Srivastava @ASrivastava2001]

🧵 Thread: Stop Obsessing Over PE. Start Studying Growth.

1/10
One of d biggest mistakes investors make:
“PE is high, so d stock is expensive.”
A stock trading at 50× PE looks expensive.
But really?
The ans depends on 1 thing investors oftn underestimate: future earnings growth.

[A. Srivastava @ASrivastava2001]

So when analysing a growth stock, I would look at:

Revenue growth
→ EPS growth
→ Margin trajectory
→ ROCE/ROE
→ Cash flows
→ Balance sheet
→ Forward valuation

Not PE alone.