Aaron

[Sun Music @SunMusic]

Roshini's powerful voice 🎤

#SunMusic #Roshini #Yuvan #SilambarasanTR

[VALUEPICKER @RupakRoyC]

The Anatomy of Early-Stage Multi-Baggers:

Most stocks don’t shout.
They whisper — through numbers, promoter signals, and quiet business pivots.

Understanding of finding such businesses in few points as mentioned below :

1️⃣ Turnarounds look ugly — until they don’t
The best multi-baggers are often ex-problems.
Look for:
– Exit from broken verticals
– Fresh promoter intent
– Working capital revival
The re-rating starts when the noise ends.

2️⃣ Low P/E + High EPS Momentum = Valuation Arbitrage
Find this combo:
– Single-digit P/E
– Double-digit EPS
– Improving trend
You’re holding a spring coiled for re-rating.

3️⃣ Brands multiply margins
When a commodity business shifts to B2C branding, margins expand dramatically.
You’re not just selling a product — you’re selling a perception.

4️⃣ Export Niche ≠ Noise
Small Indian companies quietly dominate global niches.
These aren’t visible in headlines, but show up in:
– Fat RoCE
– Low competition
– Repeat international orders

5️⃣ Unregulated niches inside regulated industries are gold
Fertilizers = controlled.
Micronutrients = not.
Power = regulated.
Gearboxes = not.
Find the pockets where pricing is free, demand is sticky.

6️⃣ Promoter actions > Analyst coverage
Ignore the loud voices.
Watch who’s buying.
Open-market purchases by insiders say more than 10 broker notes.

7️⃣ Over-advertised = Under-delivered
Excessive PR.
No dividends.
Mystery projects that never complete.
These are rigged scripts, not real businesses.

8️⃣ “Tech-flavored” companies with no real product = Avoid
Buzzword overdose.
No unit economics.
No customer clarity.
Transparency > Temptation.

9️⃣ “Dirty” businesses with ESG tailwinds will shine
Recycling, e-waste, sustainable materials…
They don’t trend today.
They compound tomorrow. Quietly.

🔟 Be a realist,
You don’t need glamour.
You need:
✅ Real problem
✅ Growing profits
✅ Honest promoters
That’s all

Final Thought 🧭
The best investments aren’t hyped.
They’re misunderstood, underowned, and undervalued.
Find them.
Study them.
Hold them.
Before they become obvious

[Anand 🇮🇳 @reachanandl]

PPF (Public Provident Fund) is designed with that ironclad security in mind. When you deposit via a bank or post office, the funds are electronically credited straight to your PPF account held at the RBI, bypassing any intermediary control. Banks or post offices act purely as collection points; they don't hold or access the money post-transfer.

This setup minimizes risk, which is why PPF remains a cornerstone for long-term, low-risk wealth building in India— perfect for your equity-debt balanced portfolios.

Trusting RBI here makes total sense; it's the safest bet for principal protection.

Let this sink in 😀

[Anand 🇮🇳 @reachanandl]

Solar, Hydrogen & BESS should be critical alternative to stable electricity going forward.

[Anand 🇮🇳 @reachanandl]

27 years & Investing - Discipline, Consistency very important for long term Investing 😀

[Anand 🇮🇳 @reachanandl]

Wonderful and very relavent

[VALUEPICKER @RupakRoyC]

Select theme wise good businesses .

Based on the current policy and tailwind + few forever story

Steel proxy
Automobile proxy
Travel tourism proxy
Aviation proxy
Recycling
Finance
Food
Hospital and health care
Defence
Data centre
Power and energy proxy
Shipping and oil proxy

[Aaron @Aaronsam103]

@Satheesh_555 @Azlan_messi @SasidaranSri @Azlan_messi @SasidaranSri

[Aaron @Aaronsam103]

@MrPaluvetz After 5 Years. . Vj anna recreate panuvar. . Vj Ajith Surya..... @Azlan_messi @SasidaranSri

[மாதொருபாகன் @maathorubhagan]

மிஷ்கின் 🔥

[Rajeev Desai @rajuidesai]

MIRC ELECTRONICS Ltd : CMP: 43.40
1) Mcap - 1604 Cr
2) Beautiful Sales of 750 Cr
3) FV 1, which I don't like but Mcap is too small, particularly when Authum Invst and Infra take stake.
If Authum has not taken stake, I would have not discussed Mirc here at FV 1 stock..
4) Authum entry is a trigger for me, that they will turnaround MIRC ELECTRONICS ltd, like they did with Nitco Ltd.
5) MIRC and Nitco has similarity, both have excellent sales.
6) Authum Invst stake of 21.25% is no small stake. They invested around 131 Cr when Mcap was much less....Now putting 131 Cr is not for nothing. Rs 131 Cr is big, bigger then many SME Mcap!!
Take the HINT!!
7) Co is going to raise fund via Equity, Warrants or QIP.
8) You are getting a Brand , Onida, for just 1600 Cr!!
Neighbor's Envy, Owners Pride!!

Do your DD. Take your Call!

[Vijay Mannai @iamvijaymannai]

2 எபிசோடுகள் தான்...🔥🔥

ஆனா #AgentKimReactivated ஏற்கனவே செம்ம Fire! 🔥

So Ji-sub திரும்ப ஆக்ஷனில் வந்துட்டார்னா... அது சாதாரண Comeback இல்லை. 💥🖤

#SoJiSub #KDrama #Netflix #VijayMannai

[Saloon Kada Shanmugam @saloon_kada]

Rewatch This Masterpiece Everyday📈❤️‍🔥

[CINE EXPLORE @itz_Ytr]

🚨, TAMIL DUBBED ALERT .

👏, 2024 ல் நெட்ஃபிளிக்ஸ்ல வந்த ஒரு சீரிஸ் தான் #TheGentleman இதோட இரண்டாம் சீசன் இந்த வருடம் வரப்போது.

😍, இப்ப சீசன் 1 யை தமிழ் டப்பிங்ல விட்ருக்காங்க.. வந்தப்புதுசுலயே நான் ENGLISH SUBTITLES யோட பார்த்துட்டேன்.. GUY RITCHIE தான் இந்த சீரிஸோட CREATOR & DIRECTOR.

IMDB :- 8 / 10 ( 179,227 VOTES )

[CINE EXPLORE @itz_Ytr]

🚨, #NotesFromTheLastRow - REVIEW
⭐, 3.75 To 4 / 5 👏👏👏👏

STORY :- மாணவன் தன்னோட நண்பனின் குடும்பத்துடன் நெருங்கி பழகுறான்... இத ஒரு கதையா அப்பப்ப தன்னோட ஃப்ரொப்பஸர்க்கு எழுதியும் அனுப்புறான்.. ஏன் நெருங்கி பழகுறான்..? எதுக்கா அத எழுதி அனுப்புறான்..? இந்த ரெண்டு கேள்விக்கான பதிலை TWIST & TURNS | SUSPENSE | PSYCHOLOGY கலந்து சொல்லிருக்காங்க 👏👏

👏, ஃப்ரொப்பஸர் கேரக்டரில் நடித்தவரோட ஃபர்பாமன்ஸ் & சீரிஸோட BGM இது ரெண்டும் தரம். குறிப்பாக 64 வயது ஹீரோ செம்ம எனர்ஜிட்டிக்காததுள்ளிக்குதிச்சி ஓடிவர சீன் லாம் செம்ம.

👏, ரெண்டாவது எப்பிசோட் வந்துருச்சி அப்டி ஒன்னும் பெருசா இல்லையேனுலாம் நினைக்காதிங்க உள்ளப்போக போக தான் ட்விஸ்ட் இருக்கு.

👏, சீரிஸ் கொஞ்சம் பொறுமையாக நகர்ந்தாலும் திடமான ரைட்டிங் இருந்ததால திரைக்கதை என்கேஜிங்கா தான் போகுச்சி.. கடைசி இரண்டு எப்பிசோட் திரைக்கதை செம்ம.

YES, 18+ 🔞
YES, TAMIL DUB | NETFLIX.

[CINE EXPLORE @itz_Ytr]

டேய் 🫠, #Netflix எங்களையே பைத்தியக்காரனா மாத்திட்டல கடைசி எப்பிசோட்ல .. நீ நல்லாருப்படா நல்லாருப்ப 🙏

YES, TAMIL DUB | YES, 18+ 🔞
#NotesFromTheLastRow .

[koreanoli @koreanoli]

Netflix cooked fr💥

[Pravin @PravinTweets1]

ரொம்ப லேட்.... இப்பதான் பாத்து முடிச்சேன். தரமா இருந்துச்சு 💥💥
#MindHunter

[What's On Netflix Tamil @Netflix_Tamil]

Koreans அடுத்த சம்பவத்துக்கு ரெடி ஆகிட்டாங்க! அத பாக்க நாமளும் Ready ஆகிடுவோமா?

Korean Psychological Series #NotesFromTheLastRow

- இன்று மதியம் 1.30 மணிக்கு
- Netflixல் தமிழில்

[Dr. Ganesh Kumar Ammannaya @DAmmannaya]

Very Positive on this. A bright idea for Further Research in my opinion.

(NOT a Recommendation. NO Buy/Sell Advice)

Forward P/E - 7.60 (why I take this forward P/E seriously is because FY26, it not only met but exceeded guidance)

ROE - ~32. Excellent Cash flow.

Growing FMCG biz funded by Ethanol cash cow.

Technically well poised (Inc H&S).

[Dr. Ganesh Kumar Ammannaya @DAmmannaya]

Charts self-explanatory.

After VCP type double bottom (War period), BO done

(NO Buy/Sell Advice)