amit- equest cap

Entrepreneur | Investor | Advisor | Reader | Chai addict

[amit- equest cap @EquestCapital]

One of my first investment ideas is up 8x in 3 yrs and continues to deliver... https://t.co/LNHK8eDEye

[amit- equest cap @EquestCapital]

Grauer and Weil- Growth on the anvil https://t.co/AowWIw2jp8 via @wordpressdotcom

[amit- equest cap @EquestCapital]

Any person who has recommended Rajesh exports is a moron. Period. The whole world knew the promoters weren't clean. For someone to have recommended this stock without looking at the cash flows, receivables shows how shallow their analysis is. LIC or not u invested shows...

[Second Order Equity @2orderequity]

Hey @Akshat_World
Many people invested in Rajesh Exports after watching your 16 Oct 2023 recommendation video, so I have a few concerns and would appreciate your answers.

Given that many retail investors may have relied on your analysis, I think these questions deserve a clear response.

[amit- equest cap @EquestCapital]

Following him since 2003 when he was absolutely bearish the entire bull run... Since then I have only seen him articulate what happened in the market, random data with great English but zero value.... Averageness personfied

[Amarnath Shivashankar @Amara_Bengaluru]

Ridham Desai is a senior leader in a big firm. I am sure he has a high paying job and his Bonus component would be hefty too. His articulation is really good, English vocabulary is leagues ahead of many non-Elite-school average Indians like us.

But none of this gives him the right to throw random numbers at people. I made a collage of his/MS’s earlier predictions. How can you keep making such random claims and yet, get away?

How does Morgan Stanley allow this to happen?

[amit- equest cap @EquestCapital]

@barca1899stats @FabrizioRomano @gentle0527 Youre a Barca fan u idiot
Messi needed the whole ass Barca team to win a league where there's no competition and half the players are random Americans
So shut up and go back to glazing messi

[amit- equest cap @EquestCapital]

@TheBallZoneX This would be crazy

[amit- equest cap @EquestCapital]

@TheBallZoneX Egos bro

[amit- equest cap @EquestCapital]

@SSMURI @TouchlineX He was disappointed and if you want to talk about ego get the hell away from the goat. You're a Messi fan so you have no rights speaking right now. Shut your mouth and go back to the burger league

[amit- equest cap @EquestCapital]

@TouchlineX Even if they draw they win the league so Al Nassr's chances are good but still could be a good game

[Gaurav Tiwari @Gaurav_7887]

amazon Prime has to be the most disappointing OTT platform right now.

First, we pay for the subscription.
Then, we’re asked to pay extra just to stop advertisements.

Absolutely ridiculous ads popping up every 15–20 minutes on a paid platform.

Paying for Amazon Prime and still getting Ads… peak comedy 🤡

#Ott

[Furkan Gözükara @FurkanGozukara]

Absolute bombshell. Data reveals someone made a massive 580 MILLION dollar trade on oil exactly 15 minutes BEFORE Donald Trump posted his tweet about pausing the Iran war. Someone on the inside just made a life changing fortune. The corruption is blatant.

[Aparajite @amshilparaghu]

A bus conductor in Karnataka told his driver:
“Stop wherever Grade 10 students ask for a lift… they have board exams from the 18th.”

“Even if we get late, it’s okay. Let’s help them.”

He even urged other buses to follow the same.

This shows the true heart of Karnataka State Transport — where duty meets humanity. ❤️

[Vikas Vij @TheClubJunto]

Watch Eternal: A Key Signal of the Bear Market Cycle

1. DIIs bought for 12 Qtrs, taking the price 8X from ₹45 to ₹368.

2. Only P/E Expansion; earnings were negative.

3. Now it’s time for P/E Compression – the primary function of bear markets.

The Poster Boy of the Crash:

Behaviour of DIIs: Collective Destruction of Public Money

a. In March 2023, Eternal’s stock price was ₹45. At this low price, DIIs owned just 8%, while FIIs owned 54%. In Dec 2025, at peak valuations, FII holding was down to 36%, and DII holding had increased to 33%.

b. From Mar '23 to Aug '24, FIIs did not sell even one share from their 54% holdings, while DIIs were pumping up the price from ₹45 to ₹290. In Sept 2024, when the price had peaked around ₹300, FIIs started selling wholesale, while DIIs kept buying.

c. SBI, HDFC, ICICI, Axis, Kotak, Motilal, UTI, NPS (National Pension Scheme) – all marquee funds were buying together at 1,500 P/E as if there is no tomorrow. Historians will write about this collective, beautifully synchronized suicide when the storm settles.

Narrative Capture of the Indian Stock Market

a. In a tweet dated Oct 22, 2025, this X account stated: “Eternal will be the Poster Boy of the Indian stock market crash.” Here’s why it was said:

b. In absence of earnings, DIIs valued Eternal like this: “One lakh crore! I see one lakh crore! Can we have 2 lakh crore? Yes, 2 lakh crore! Wow...! Do I hear 3 lakh crore? 3 lakh crore! Oh my, yes! 3 lakh crore!”

c. In a country where people don’t have money to eat, “lakh crore” valuations became like a joke. Eternal’s growth was extrapolated indefinitely. In reality, the company has negative cash flows even 5 years after listing.

d. Valuation Multiple: Stock prices are fundamentally determined by this equation:

Price = Earnings x PE Multiple

When earnings are strong, and future earnings growth is visible, markets assign a higher P/E Multiple.

But if you have no earnings, you are only left with narrative. When euphoria takes over, false narratives of imaginary future cash flows drive stocks into bubble territory.

Markets Take the Stairs Up and the Elevator Down

a. In market cycles, P/E expansion occurs slowly. Bull markets develop over many years as optimism builds gradually. Like a slow poison, investors slowly get into the mental trap of accepting high valuations as normal.

b. When the bull cycle ends, P/E compression occurs fast. Unlike optimism, fear is not a slow poison. It spreads rapidly in the bloodstream, and kills fast. When sentiment reverses, all investors simultaneously attempt to exit. But the room is crowded, and the exit door is narrow.

c. Mean reversion is a natural balancing mechanism of markets. If mean reversion does not happen, bear markets can be extremely prolonged and soul-crushing. It is humanly impossible for most investors to endure that much pain for very long periods. They simply sell and move on with their lives.

d. If Eternal’s stock price reverts to the mean (say, goes into double digits), the price may not recover from there. But its P/E compression could signal the end of the bear market, and the start of a new bull market. The heroes of the new bull market will be different.

ENDQUOTE

“The riskiest thing in the world is the belief that there is no risk.” – Legendary Investor Howard Marks

@arabicatrader

[amit- equest cap @EquestCapital]

@FinQ_India @grok company name

[ThirdEye @3rdEyeDude]

He was driving on the wrong side to skip the signal queue…

And when the driver stopped him, he started shouting at him. 🤦‍♂️

Wrong side driving is becoming way too normal.

[Jasveer Singh @jasveer10]

Every time I visit Medanta the waiting room is packed. The queue never seems to end.

It makes always me curious - Startups spend millions trying to acquire customers. Hospitals already have customers waiting in line. So why don’t we see startups jump into this space and build hospitals at scale?

Is it the massive capex, regulation, shortage of doctors, or something else?

Genuinely curious what I’m missing

[The Investor Lens @logical_traderr]

I read 200+ concalls using AI summary.
Here is a curated list of companies with strong management guidance.

Company’s Name: Enviro Infra Engineers (EIEL)Management’s Growth Guidance:
35–40% for next 4–5 years

Deep Industries (DEEPINDS)
30–35% for FY27 and FY28

Zinka Logistics (BLACKBUCK)
30%+ for next couple of years

Denta Water (DENTA)30%+ for next 3 years

Sky Gold & Diamonds (SKYGOLD)30–35% for next 4 years

Sarda Energy (SARDAEN)
50%+ for FY26

Kore Digital (KDL)
50%+ for next couple of years

Oswal Pumps (OSWAL PUMPS)
30–35% for next 2–3 years

Gravita Ltd (GRAVITA)
35% for next 4 years

Anand Rathi Wealth Ltd (ANANDRATHI)
25% for next few years

Zen Technologies (ZENTEC)
50% for next 3 years

Frontier Springs (FRONTIER)
50% for FY26 and 30%+ for FY27

Genus Power Infrastructure (GENUSPOWER)
80%+ for FY26 and 25%+ for FY27

Macfos Ltd (MACFOS)
40%+ for next 2–3 years

Azad Engineering (AZAD)
25–30% for next few years

Shakti Pumps (SHAKTIPUMP)
20–25% for FY26

KEI Industries (KEI)
20%+ for next 3–5 years

Effwa Infra (EFFWA)
40%+ for next 2 years

Va Tech Wabag (WABAG)
20%+ for next 3–4 years

EMS Ltd (EMSLIMITED)
20%+ for next 2–3 years

Epack Prefab Tech (EPACKPEB)
20–25% for next couple of years

Pondy Oxides and Chemicals (POCL)
20%+ for next 4 years

Namo Ewaste (NAMOEWASTE)
40–50% for next 3 years

Baheti Recycling (BAHETI)
30–35% for next 2 years

Sunlite Recycling (SUNLITE)
20%+ for next 3–4 years

Tinna Rubber and Infrastructure (TINNARUBR)
25%+ for next 2 years

Antony Waste Handling Cell Ltd (AWHCL)
20%+ for next few years

Shilchar Technologies (SHILCTECH)
20%+ for next 2 years

Krishna Defence (KRISHNADEF)
30–40% for next few years

Airfloa Rail Technology50% for next 2 years

Supreme Power Equipment50% for next 2 years

Disclaimer: This is not a Buy/Sell recommendation. Please do your own research.
Never buy any stock purely based on guidance..

Source : @MegatrendGlobal
#stockstofocus #StocksToBuy #stockmarketcrash
@EquityInsightss #StocksInFocus

[Alok Jain ⚡ @WeekendInvestng]

https://t.co/v5wKGxxkqe

A very nice piece of how AI is impacting our lives already and more in the future!

[Shashank Dogra @Shashank1171]

Good read on #STLTECH

[Steve Hou @stevehou]

Great post on silver from one of the best on commodities!

[amit- equest cap @EquestCapital]

@talkingaboutax Unroll

[Bharat Meghraj @pushpmegh21]

#silver

No analyst, technical or fundamental, truly saw this silver move coming.

Watching it unfold has been humbling. I didn’t make money from it, but I learned a lot.

The market has a way of reminding us how small we are, and why staying humble matters.