Alagar

Co-Founder, Genicon ||Managing Partner, M.Alagar & Associates, Company Secretaries|| Registered Valuer|| Insolvency Professional|| Active Investor in Equity

[Alagar @CSMAlagar]

@FI_InvestIndia @DealsDhamaka TVK too paid money to voters in some of constituency

[Alagar @CSMAlagar]

@ThetaVegaCap Up by 1.16%

[Alagar @CSMAlagar]

@A_K_Mandhan It is not the same

[Alagar @CSMAlagar]

@smaan77 I have Bajel Projects in my PF with 13% allocation

[Alagar @CSMAlagar]

@SureshKBN Embassy Development

[Alagar @CSMAlagar]

@ThetaVegaCap 3.95%

[Alagar @CSMAlagar]

#AngelOne has released its monthly key performance matrix Feb 25. It will provide you insight about capital market activities. If you have long term view on businesses associated with capital market, one should start accumulating shares during this space.

[Alagar @CSMAlagar]

@ThetaVegaCap 3.83% for me

[Elon Musk @elonmusk]

Yup

[Alagar @CSMAlagar]

@ChanderBhatia01 I fully agree with you sir. I have reduced from 15 to 10 stocks and I am seeing significant positive change in my portfolio

[P. Chidambaram @PChidambaram_IN]

It is a deeply emotional moment for me to speak about Dr Manmohan Singh

The life and work of Dr Manmohan Singh and the period from 1991 till 2014 will be a golden chapter in the history of India.

I worked closely with him for many years. I have not met a person more humble and self-effacing than Dr Singh. He wore his scholarship lightly and never claimed credit for any of his historic achievements.

The story of India turned after Dr Singh became Finance Minister. And the present middle class of India was virtually the creation of his policies as Finance Minister and Prime Minister.

Throughout his tenure, he had great empathy for the poor. He did not hide the fact that many millions of India are poor and reminded us that government's policies must lean in favour of the poor. Examples of his empathy are MGNREGA and the restructuring of PDS and the extension of the mid-day meal scheme

His story has not been told fully. His achievements have not been recorded fully. I am sure when we look back upon the 23 years that Dr Singh was in active politics, we will realize his true contribution

[Chander Bhatia @ChanderBhatia01]

In equity markets, there are multiple strategies which can generate healthy returns.

I follow a strategy of - focusing on a few quality companies which are deeply undervalued and can generate huge returns over a period of time of 5,10, or 15 years. When a few companies can generate so much money, then why keep running behind so many stocks.

P.S- Strike rate of 60-70% is extremely good. Nobody has 100% in equity market.

[Alagar @CSMAlagar]

@LearningEleven Building my position in Interarch Building from 1250.

[Alagar @CSMAlagar]

@ChanderBhatia01 I fully agree with you sir. In last two trading days alone, my portfolio has recovered around 5%.

[Crazynaval @Crazynaval]

#PPFAS flexicap changes for September 2024 are out

Cash: 18.79%, Increasing

- Selling in Platform, financial services, 2 Psu stocks

MCX, CDSL, Motilal Oswal, UTI, NMDC and Indraprastha Gas

- Buying in Banks | Power-related PSU
Kotak bank/ HDFC/ Bajaj holding/ Powergrid and Coal India

-Minor reinvestment of dividend in Fangs

- The banks continue to be 20% of the portfolio

- Pretty concentrated portfolio with heavy large-cap and mega-cap tilt along with cash, 16 stocks out of 32 are 70% weight

- MCX and CDSL are almost 3x and 8X returns from the time of purchase and in one shot 25-35% of the position is reduced.

They used to own 5% of both the companies.

It might be fair to assume selling continues at these valuations in October too:) time will tell.

UTI and Motilal Oswal have been consistently sold for the last few months.

#onefund

[Guidance Tamil Nadu @Guidance_TN]

“There is no place like Tamil Nadu to invest,” says Thiru. Santhanam, CEO of Saint-Gobain APAC. This bold declaration emphasizes Tamil Nadu's unparalleled attraction as a leading industrial investment destination.

Saint-Gobain, a firm with a unique 360-year history, continues to choose Tamil Nadu as its top choice for investment because of the State’s efficiency, speed, and unwavering support for the industry. He further says that the company's investments in Tamil Nadu have increased over 10 times in the past 20 years, accounting for 60% of the company’s overall Indian investments. This demonstrates the State's policy consistency, sustainability, high performance, and collaborative approach.

The State is committed to lending its full support for the continued investments, including the new ₹3400 crore glass manufacturing unit in Kancheepuram district that promises to create numerous employment opportunities.

Thank you, Thiru. Santhanam, for affirming Tamil Nadu as South Asia's best investment destination.

#InvestInTN #ThrivelnTN #LeadWithTN

@CMOTamilnadu | @mkstalin | @TNIndMin | @TRBRajaa | @saintgobain | @Vish_speaks | @FollowCII | @CII4SR | @TNDIPRNEWS | @Alarmelmangai | @TIDCO_1965 |

[Alagar @CSMAlagar]

@Vivek_Investor Fully agree with. I have 13 stocks in my portfolio with the highest allocation of about 12% and the lowest is about 6%.

[Deepak Shenoy @deepakshenoy]

This is not a great market to keep harping about valuation. Nearly everyone who's been around longer than 5 years knows that many stocks are wildly overvalued. But those with decades of experience know that stocks can remain overvalued and get even more so.

It's time to be aware that you're all riding a tiger. If you're 10% cash, you're not in cash. That is 90% invested. And if you're even in "largecaps" or "defensives" that will still mean you will fall like crazy when you do; in fact the "offensives", i.e. everything other than what you own, could go up another 50% before falling, and end up bottoming out higher than where you end up.

There is zero predicting ability on stock movements right now. It's a mad market, and will remain one until....it's not. The point isn't to keep warning people that it's getting too hot. I've heard this from last December and we're up some 30% or more since. It could fall tomorrow, and it could fall 10 months from now. The better thing to warn people is: stay nimble, and stop loving your stocks. When markets fall, even the ones that give you the most smiles today might need a harsh goodbye.

But till then, accept all the incoming awesome upmoves that you cannot explain. You don't have to explain everything good that happens to you, and you probably don't deserve it, but you're getting it anyway. Happiness doesn't need entitlement - it just needs the ability to sit back and enjoy it while it lasts.

[Alagar @CSMAlagar]

@nagappanv Ya sir travel time is similar to reaching Chennai airport from north Chennai.

[Alagar @CSMAlagar]

Let us hope that #CPC will kick start with set process and standards. Otherwise, we can expect many more surprises while processing e-forms.
#CSTwitter #mca

[Alagar @CSMAlagar]

Centre Processing Centre (CPC)
As per Notification dated February 02, 2024 from #MCA, with effective from February 06, 2024, the Centre Processing Centre (#CPC) will process and dispose off e-forms filed under the #companiesact2013.

[Alagar @CSMAlagar]

Already the Centre Registration Centre (#CRC) is functioning since 2016 and even after almost 8 years we are keep getting surprises and arbitrary re-submission from CRC while processing name and incorporation e-forms.