Gaurav Dhingra

Chartered Accountant
Investor Since 2001
Entrepreneur
Learner for Life
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[Gaurav Dhingra @CAGauravD]

@Nidhi We get similar rains in Delhi every 2/3 years Nidhi. Traffic has gotten worse, but peak monsoon, the same.

[Gaurav Dhingra @CAGauravD]

@CNBCTV18Live Pls report YnY as well as this gives only a partial picture. For rating agencies, March quarter is generally the busiest so in some ways, this is a deceptive post

[Gaurav Dhingra @CAGauravD]

@YashJain88 @CNBCTV18Live @CNBCTV18News Pls add ICICI Pru as well @YashJain88.Thank you for putting this together. Sector has clearly seen derating despite long runway ahead at a rate higher than nominal GDP.

[Gaurav Dhingra @CAGauravD]

@blitzkreigm Add abfrl and ablbl. They also have aggressive Targets for 2030.

[Gaurav Dhingra @CAGauravD]

@nishkumar1977 Rain Ind has broken out on weekly charts for the levels suggested by you in last few messages about it. You may want to post chart now.

[Gaurav Dhingra @CAGauravD]

@LearningEleven Guess Vindhya Telelinks also has a fair bit of Optic Fibre play. They are merging with birla cables company which has significant presence in US in Optic fiber. This may also be behind recent stock rally.

[Gaurav Dhingra @CAGauravD]

@thebigbulldeals Wondering why market ia not responding to news. May be because deal has overvalued both EPL and Indovida. Indovida growth is lower so deserves lower valuation. Look at swap ratio independent of Rs. 339 per share for EPL and market reaction will look fine.

[Gaurav Dhingra @CAGauravD]

@deepakshenoy Also, the portfolios have been in red for more than a year. People have been patiently waiting for recovery and then, war arrives..why won't it look worse than last time

[Gaurav Dhingra @CAGauravD]

@deepakshenoy Last time people were sitting on huge profits...this time they have been expecting recovery to play out...just as FII selling abated, the war started so frustration & exhaustion has crept in.

[Gaurav Dhingra @CAGauravD]

@SproutResearch1 Thank you. I guess some currency adjustment analysis will make it more usable for Indian investors. Else nothing much here for INR investors.

[Gaurav Dhingra @CAGauravD]

@aseemdhru Thank you for writing this Sir. Any clues in how this is likely to reverse? We have a race on who offers more, so is there any global precedent (except crisis situations) where countries have been able to reverse this trend?

[Dr. Nikhil @DrNikhilMD]

I was born in a general category family. Not rich. Not influential. Just a simple middle class home where every decision is about managing expenses and surviving another month.

From childhood we were told one thing. Study hard. That’s your only way up.

So we did.

Late nights. Extra classes. Parents cutting down their own needs to pay coaching fees. Education loans before we even earn our first salary.

And every year, reservation keeps increasing. New proposals. New bills. More seats divided. More relaxations added.

For us, it feels like the space keeps shrinking.

The cut offs rise. The competition gets tighter. The pressure becomes suffocating. One mistake and you are out.

People assume general category means privilege. But many of us come from families with no land, no business, no backup. Just salaried parents or daily struggles. Still, we are expected to compete at the highest bar with zero support.

When reservation keeps expanding year after year, it does not just change numbers on paper. It changes the psychology of an entire generation.

It creates fear.

Fear that merit alone may not be enough.
Fear that opportunities are narrowing.
Fear that no one is listening.

This is not about taking anything away from anyone. It is about asking a simple question.

Should opportunity be decided only by category forever?

If help is needed, give it based on real economic hardship. Support those who genuinely struggle. But do not ignore thousands who are also fighting silently just because of a label.

We are not asking for sympathy.
We are not asking for special treatment.

We are asking for balance.
We are asking for fairness.
We are asking to be seen.