Abinav K B

capital markets and Business. Trading and investing since 11th grade (2019). Trading BO EP & PEAD when there is only sector Strength / Catalyst / Thematic play.

[David Capablanca @reverselong]

Long weekend means reading up on the Market Wizards 🧙 @jackschwager @gfc4 📕📕

My book Short Selling Master comes out on August 4!

https://t.co/EFjtVESLz7

[Suresh K @SureshKBN]

Thanks to @manikanth2304

[Nigel D'Souza @Nigel__DSouza]

Gokaldas Exports says
🇮🇳🇬🇧 India-UK FTA could unlock an additional $1 billion export opportunity
📉 A weaker Rupee versus currencies like Yuan gives India a competitive edge

BTPL outlook:
✅ Margins expected to gradually improve towards double digits.
✅ FY29 EBITDA contribution targeted at ₹175-200 Cr

FY28 Net Profit may move ~3x from subdued FY26 PAT, translates to ₹300 Cr

https://t.co/TNy7kiHeP2

[Abinav K B @AbinavKB1010]

@SureshKBN I too did ECE.. been 10 months since graduation.. 😂 into core field now.

[Abinav K B @AbinavKB1010]

@ActorVijayTeam

[Abinav K B @AbinavKB1010]

I repeat. Mtar will go crazy in coming days.

[Abinav K B @AbinavKB1010]

Those who have taken MTAR today despite the market condition and ignoring the valuation matric and at the price which is trading rn. Hats off. tomorrow will be the great day

[Abinav K B @AbinavKB1010]

Those who have taken MTAR today despite the market condition and ignoring the valuation matric and at the price which is trading rn. Hats off. tomorrow will be the great day

[Abinav K B @AbinavKB1010]

@SureshKBN just went through technically. got my eyes. will see.

[Abinav K B @AbinavKB1010]

@SureshKBN ji some character change in aegis vopak and logistics.. both sparking after Con-call any idea ? Found the catalyst!

[Tomek Przybycien @DayTraderPL]

After reading Market Wizards: New Generation, my takeaways:
I had the chance to meet a few of the traders featured - and even before they made the fortunes described in the book. That made it all the more interesting to read, even though I already knew how their stories turned out. It reads particularly well when you yourself were involved in practically most of the market situations described - I enjoy analyzing what I could have done better and how others approached the process of building and exiting positions.

I particularly enjoyed the chapters featuring:
@SimonRusso__ - worth reading his blog as well. Truly interesting story of a trading journey - and his general approach to life is equally compelling.
@TheShortBear - achieved so much at such a young age, and yet the hunger is still clearly there. 😊

And surprisingly, @TheOneLanceB - though his transition into course-selling and the new writing style that came with it had honestly put me off him a bit, despite his successes. But I really enyojed reading his chapter

@Qullamaggie - great guy, I remember him from the T4AC conference back in 2016. His perspective on losses — that they are and always will be part of the game — and the reminder to appreciate where you are now versus 5 or 10 years ago really resonated. Thanks to him I moved to swing trading

@Tradestl - met him 1st time on T4AC conference. His trading approach is also very similar to mine, which is probably why it was such a good read.
With him I'm left wanting more, the chapter felt too short.

One thing connects a large portion of them: 2020/2021 was a life-changer. But I suppose that's true for a huge number of traders I know - in person or online. The difference is that only a certain percentage of them carried that momentum forward in the years that followed. I think there could easily be a few dozen more well-known Twitter/X traders that would fit right into this book.

I enjoy this interview format - it always motivates me and gives me a fresh push. Despite being content with my own journey, personal ambition keeps driving me forward.
At the same time, the book is a reminder of what hard work and dedication can bring in an industry where the hours you put in can just as easily result in frustration and losses. And equally - the importance of putting in the work and seizing opportunities as they arise, rather than complaining that the good old days are gone. 😉

[Kristjan Kullamägi 🇺🇦 @Qullamaggie]

I'm in the new Market Wizards book!
This book series was a huge inspiration and motivation when I first read them in 2011 when I was struggling and being included myself is a massive honor, thanks to @jackschwager and @gfc4!

I'm also very lucky that I found two trading communities early in my journey @PradeepBonde and @IUTraders that in hindsight turned out to be Market Wizard factories!

[Abinav K B @AbinavKB1010]

@SureshKBN Fii’s can smoothly exit now because domestic liquidity is there.. or else they have to pay the price heavily.

My biggest guess was they were exiting over hyped ipo’s which they bought in pre listing, exiting with more than 5 to 10x gains. Like grow,urbanco etc.

[Abinav K B @AbinavKB1010]

@SureshKBN Reminds me of SOLAR epc’s when u mentioned “ Business may take 5 years to fully play out. Stock may price a large part of it in 12–18 months” waareeRTL Oriana power. Still these companies are posting 2,3x R and pft grwth. But the momentum cycled topped.

[Suresh K @SureshKBN]

Investing does not work when TAM is fixed in the market’s mind.

The big money is made when perception shifts from “small opportunity” to “this can become much larger than expected.”

I am not expecting STLTech or HFCL to become Corning. But the market only needs to believe they are moving in that direction.

STLTech moved from ₹100 to ₹580. HFCL moved from ₹68 to ₹170. That itself shows what perception expansion can do.

But I am very clear: I am not here to hold through the next 5-year cycle.

Investing cycles and business cycles are different.

Business may take 5 years to fully play out. Stock may price a large part of it in 12–18 months.

That gap is where money is made — and also where exits matter.

[Chayan Jain @Chayanjain124]

By Monday morning, those who were 169% invested on Friday will be 100% cash, long puts, and confidently explaining how the SpaceX IPO threatens India's growth story.

[Salman Khan @Salman_2911]

#DEEDEV

Stock was on LC on "dilution fears" after a ₹300 cr preferential at ₹502.

Let's do the math

1️⃣ Dilution is 7.9%, not 30%. Single digit.

2️⃣ ₹502 is SEBI's mandatory floor (90-day VWAP formula), not a discount the company chose to give. Stock was at ₹289 in early April.

3️⃣ The book: Kotak topping up. WhiteOak across 6 vehicles. ValueQuest both funds. 360 ONE. Ashoka India Trust. All are locked in for 6 months. Promoter put ₹20 cr fresh in at the same price

When you see panic, do the math first. The fear is almost always bigger than the fact

Bigger question to ask: where does the ₹300 cr get deployed? EGM notice in 10 days will tell you. That's what decides if this dilution earns its keep, not the headline.

Stay not out 🏏

[Abinav K B @AbinavKB1010]

Life is very unfair. Always be grateful for what u have.

[Rakesh Kalotra @Rakeshkalotra9]

Sometimes, kindness needs no words.❤️

A woman’s warm interaction with a crawling baby has won heart,

It is a beautiful example of universal maternal love. 🥹✨

[Big Bull Investing @robertkirb]

“You can never make money out of borrowed conviction.”

-Vikas Khemani

[Boring_Business @BoringBiz_]

I don’t think we have ever seen a capital race of this scale before. We have multiple trillion dollar companies spending like the world will end tomorrow if they don’t win this race

They don’t even know what the ROI might look like. They have no idea whether this is even a winner take all market, or not. They just know that they must spend. There is no alternative but to spend

They will obliterate every last dollar of free cash flow. They will take on whatever amount of debt is needed. They will stop every last cent of stock buybacks and dilute their shareholders to oblivion

It is all hands on deck to see who can build super intelligence the fastest. Cost discipline will get thrown out of the question. The amount of dollars that will flow around the economy just from these companies alone are mind boggling

In the process, many new trillion dollar companies are being created. Many new millionaires minted. Many fortunes being exchanged

Truly amazing to watch

[Abinav K B @AbinavKB1010]

@tushar9590 Us major capex in AI
Korea proxy
Taiwan proxy
Japan proxy
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India nothing to play - but sterlite Hfcl and mtar created the value.