From today, I take a challenge to aim for 100% returns by December 2026 through disciplined trading in small-cap, mid-cap, and IPO stocks, using my own strategy.
#StockMarketChallenge#100PercentReturn
Arvind Kothari 🔥
Niveshaay enters Copper & Energy transition play
Bhagyanagar India raised ₹52.25 Cr via
preferential allotment
Funds were raised for capex & working capital needs for its copper subsidiary
Niveshaay Hedgehogs Fund invested ₹20 Cr for 1.72% Stake - taking 38.28% of the issue
Bhagyanagar makes copper rods, strips, busbars & solar tubes for auto, switchgear & renewables
Interesting part is that Arvind is betting on the copper value chain, not just copper prices
Electrification, renewables, grids & EVs are all heavily copper-intensive
Copper demand is only getting strated 🔥
Don’t call us Chinese. Call us Indians. It makes me angry – Tinkle Karga Gongo from Arunachal Pradesh
It’s really sad to see some people randomly addressing NE people as Chinese. Bloody losers.
Arvind Kothari
He Bought Waaree Energies when it was still a private company & barely on anyone's radar
Fund that Ray was raising was pitching that that China +1 was happening post-Covid
And it has orders in the US, Now it was tough to believe at that time because
At that time the company had hardly made ₹100 crore profit in 10 years
But I saw a focused & high-quality niche player with strong capabilities & strong capital allocation
In Few Qtr it's PAT jumped from ₹30 Cr to ₹650 Cr & the rest was history, it was 70 Bagger for us
- Arvind Kothari 🔥
3 Brothers who used to walk 3 Kms daily to their school at Mohanur village in Namakkal district of Tamil Nadu.
Now they rule Indian Corporate world :
- N Chandrasekaran - Chairman - Tata Sons
- N Ganapathy Subramaniam - COO - TCS
- N Srinivasan - CFO- Murugappa Group.
Well this was just an intuion and feeling back then but the kind of quaterely numbers that are being declared are really sealing the bull markets destiny
#Lauruslab
Nov’22 - @alphaideas event in Mumbai I said
“Laurus entered the decade at 3000 cr mcap. Will exit at 3 lac cr mcap”
Mcap then was 20k, everyone laughed.
Nov’23 - same event- repeated same statement. Mcap then was 15k - everyone mocked
Nov’25 - same event- again same statement. Mcap was 50k - everyone got serious
Aug’26 - 1 lac cr MCap
If Direction is right, destination is certain
Shri Dharmendra Pradhan is one of the finest public servants I know. He cares deeply about the youth of this nation, and particularly about rural students. We have had many discussions on how to better skill our rural youth.
I am sad to see him resign. He has put the nation above self, and my respect for him is even greater now.
Thank you for your service Pradhan-ji, please keep fighting the good fight 🙏
A proud milestone for all of us at Carnelian.
Receiving @SEBI_India's approval to launch our #MutualFund business marks the beginning of an exciting new chapter. As we take this step, our focus remains on building investment solutions that are rooted in discipline, research, and long-term value creation.
We believe the next phase of growth for the mutual fund industry will come from expanding access beyond the major metros. As financial awareness continues to grow across smaller towns and rural India, we look forward to contributing to a more inclusive investment ecosystem and helping more investors participate in India's growth journey.
Excited for what's ahead.
#NewMilestone #RetailInvestor #MutualFundsSahiHai #Investing #IndiaGrowthStory
We never bought in last 7 years of our @carnelian_asset journey. Specially turned negative after merger announcement due to potential BS drag. We called out for a potential derating. Never confuse good company with good investment. But now seems like coming in close range. Painful period seems nearing an end. Disclaimer: we still don’t own it.
2021 - "Mom, I am going to Aditya Birla Group office everyday but I want my office too some day in Mumbai."
2026 - "Mom, finally we got a new office in Lower Parel, Mumbai"
Happy to share that our entire team finally moved to a new office last week, and my heart is so full of joy and excitement.
I had operated from my home building the podcast Konversation with Kushal, and had converted one master bedroom into a studio for the last 4 years!
Little did I know that we would soon move to a new space with a total team size of 25, and trust me, this has been the best decision so far - the efficiency as well as productivity in work has increased so much!
Special thanks to our title sponsor Groww for believing in our finance podcasts. A big thank you to all our Mutual Fund houses as clients who trusted us with their social media / content strategy execution.
Can't wait to see what's next, and let's kill it!
Onwards and upwards - little nervous but more excited at the same time!
Successful-Contrarian-deep value investors in our mkts are few & far between..one of them being @Apurva1406 bhaiya
Be it ideating stocks like Piccadily agro (20X+bagger) or betting early in commodities (copper&uranium)
There’s much to learn from him👇
Link-https://t.co/Jk8Slo0C6W
The Snag
At 10:45 in the morning, I was already in Bangalore.
Not really. The plane hadn't moved. But in my head I was three meetings deep, downloading one concall after another, treating the flight as nothing more than a useful window to get reading done. The journey was just a corridor between where I sat and where I had decided to be.
Then the pilot came on. Some technical snag.
I did what most of us do with inconvenient news. I ignored it. Snags get fixed. Schedules hold. IndiGo, of all airlines, the one obsessed with being on time, would surely not let ninety minutes vanish on a taxiway.
But the announcements kept coming. The plane, already rolling toward the runway, stopped. Then it turned back. Then it just sat there while engineers climbed aboard the same machine that was supposed to carry me through the sky. And somewhere at the back of my mind, years of watching aircraft investigation documentaries started whispering. That quiet little catalogue of small ignored faults that later became headlines.
Ninety minutes passed. And then something I still can't fully explain moved in me. Not fear exactly. More like conviction. My friend and I stood up, and I asked the air hostess, politely, almost apologetically, to let us off. I had no reason I could name. My gut had simply stopped negotiating. We had no check-in baggage, so they allowed it. We walked back to the bus and sat down.
Twenty minutes later, from outside the plane now, we watched the entire flight get cancelled.
The next one was in the evening. I went home.
What stayed with me was this.
I had built my whole morning on the quiet assumption that I was in charge of how it would go. The meetings, the reading, the arrival time, all of it rested on one silent belief. The plane will fly because I need it to. But the plane did not care what I needed. One fault I couldn't even see dissolved the entire shape of my day in a moment.
We confuse our plans with control. They are not the same thing. Planning is arranging the few things we can actually touch. Control is a story we tell ourselves about everything else. The transcripts and the calendar were mine. The engine was not. The weather was not. The thousand small things sitting between intention and arrival never were.
And here is the strange part. The moment I finally let go of the plan, stood up, walked off, and accepted home instead of Bangalore, the whole thing resolved on its own, almost as if it had only been waiting for me to loosen my grip.
That gut feeling deserves some credit too. We are not as in control as we like to think, but we are also not powerless. Somewhere between total mastery and total helplessness sits the one real thing we own, which is how we respond. I could not fix the plane. I could choose to listen to that quiet voice, get up, and walk away.
In the larger scheme of things, I am very small. A passenger, not a pilot, of most of my life. The honest move is not to pretend otherwise. It is to plan lightly, hold loosely, and trust the instinct that tells you when to walk back to the bus.
The meetings waited. The morning did not go as planned. And I reached home oddly grateful, reminded of the one thing no calendar can ever teach me. I was never the one flying the plane.
We are just tiny cogs in grander scheme of things. Always be grateful to beauty of life 🙂
Looking at the plane from the bus and realising how small we are in grander scheme of things