Pardeep kaushik

Nation First | Father to a Budding Tenniser | Chartered Accountant | Investor in Equties and Real Estate I RTs not Endorsements

[Sunil Gurjar, CFTe @sunilgurjar01]

Never Miss this 4 minute Masterclass how to research stocks.

Bookmark it📘

[Pardeep kaushik @CApardeep]

RainInd is a cash machine and with adavnce materail reaching 1000Cr TO it is looking good... though too many varriables but managment is good!! Most of the Carbon prodcution issues are also getting over!!

[Pardeep kaushik @CApardeep]

From Concall... However, progress achievd in recent quarters, combined with our diversified footprint, flexible sourcing model, and disciplined execution, gives us cautious optimism that RAIN can continue to improve resilience and create value over time. #RainInd #Rain

[First Principles Investing @RahulRao_1992]

When it Rains, it pours.

If you're curios to learn more about Rain Industries, this deep dive might help.

https://t.co/H6JFWjCMG2

[jayant bassi @BassiJayant]

@gauravv__sobti I will read to get educated, but gaurav sir resale price is 17000 rs .

[SWARNASHISH CHATTERJEE @SwarnashishC]

RBZ Jwellers:
Mcap 416cr
FY25 PAT: 39Cr (TTM 50+)

Co can reach triple digit PAT by FY30.

Retail store expansion in native state (currently one store in Gujarat) and expansion in Job work should drive the growth.

Not the best business but valuation is very attractive.

[SWARNASHISH CHATTERJEE @SwarnashishC]

Skipper:

​FY24 PAT (12 mo): ₹82 cr
H2FY25 PAT (6 mo): ₹84 cr
Q4FY26 PAT (3 mo): ₹76 cr

​Engineering division is absolutely reaping the benefits of the T&D capex cycle ⚡

[Neeraj Atri @AtriNeeraj]

A High School teacher spells:-

January as JUNGU
February, she starts with M and then gives up.

She is a teacher for last 2 decades.

Baba Saheb's legacy.

PM @narendramodi has put this disastrous policy on steroids. @DrMohanBhagwat endorses this Social INjustice.

CREEPS.

[Neeraj Atri @AtriNeeraj]

A person scoring 1/800 in PG entrance has been granted MS in Orthopaedics while those scoring 500+ are denied.

The nation is going to dogs and instead of being ashamed, political jokers are presenting it as an achievement.

[Ashish Chugh @hiddengemsindia]

Microcap investing has taught me a lot (still learning) over the past 30 years - about patience, conviction, discipline and Risk. I shared some of these learnings in my recent podcast with @kushallodha548 & talked about my learnings, mistakes, successes & failures in my Investing journey. Hope it adds value to fellow investors.

https://t.co/Pq4ZRrWLcL

[Pardeep kaushik @CApardeep]

@AmitLeliSlayer @DelhiPolice she should be prosecuted for this!!

[Akshat Shrivastava @Akshat_World]

At 3Cr, your life changes dramatically.

1) Setup a tax base abroad. Move your liquid money. And, start paying 0% capital gains.

2) This move comes with frictions. Setting up a tax base, paying money upfront, 250K LRS etc whatnot.

Most people give up here.
And, accept their fate.

But: if you power through this phase, new opportunities open up like never before.

3) Example: if you have a UAE tax base. You can easily invest across: US equities, derivatives, SEA equities, you name it.

It takes 1 min to move 1Mn$, legally. Friction is 0.

4) No nonsense of dealing with currency depreciation, unreliable laws, filing 100 forms for every little move.

You can focus your mental energy growing your wealth. Not on compliances.

5) On top of this: new income streams open up. For eg. Wheel strategy -- you sell Puts 15% OTM. Once you get the stocks, you sell call 15% OTM.

This is a solid active investing strategy with 0% tax.

****
Is the pain worth it? 100% yes. Numbers prove it.

3CR.
Let's say this grows at 13% with 0% capital gains.

₹3 Cr × (1.13)^30 = ₹3 Cr × 39.12 = ₹117.36 Cr
Total gain = ₹114.36 Cr

If you pay 12.5% (and other BS taxes), you will end up paying: 14.30Cr for a passive investment strategy.

If you undertake active investing, this number would be much higher.

Now you decide if paying X lakhs/year as the setup fee is worth it.

****

No Indian fund manager/CA will tell you this. Because if they tell you this, you will leave them & the system, lol 😅

[Ashish Kacholia @LuckyInvest_ARK]

This is a fantastic investment master class by a really great practitioner. Spare some time and you will definitely be richer

[Pardeep kaushik @CApardeep]

@MEAIndia please help.

[Pardeep kaushik @CApardeep]

@IndianExpress Wow!! @narendramodi!! Na khaunga na khaane dunga!! 😓

[Aks @Akhkr]

@yatinmota Indeed, CPC prices are now flying. In May month itself it has gone up by 20%.
#RainIndustries

[Rajat Sharma @SanaSecurities]

SIMPLE RULES:

1. If you have a 10 year time horizon invest a higher amount in Midcap Mutual Funds, Large Cap Index Funds and some amount in Small Cap Funds - 50-30-20.

2. For stocks you buy - make a rule to never average down a falling stock.

3. Never sell a stock doing well.

4. When to sell? When the stock starts trading 2X its historic valuations without any major new future growth indicators, or when you need money.

5. Focus on increasing your revenue streams - do a side hustle. Basically anything to get distracted from everyday stock price movements.

6. Always maintain 9-12 months expenses in an arbitrage fund.

Then there are ways to get there!

[Pardeep kaushik @CApardeep]

@vinamravinamra8 @LalitKModi @RanveerOfficial You must take nothing less than Ranbir!! He is the one who can do justice to your persona!!! What a wealth and model created by @LalitKModi!!! In-fact I remenber hearing his father saying good things about him. 😅

[Pardeep kaushik @CApardeep]

@VishalBhargava5 Still not very unfiltered and blunt! They are still trying to sell something by giving undercover!! Remebr when you called Gurgaon overpriced sometime back there were many calling you selective and biased!!!! Gurgaon ko bahi bahut Jaleel Hona hai in my view😓

[Pardeep kaushik @CApardeep]

@SanaSecurities Wow!!! 👌👌👌👌