First-Principles Chaos

Views are personal.

[First-Principles Chaos @First1Chaos]

@EquityValueIn Fresh wine

[First-Principles Chaos @First1Chaos]

@EquityValueIn Could you post list of companies with good management to study further in such industries?

[First-Principles Chaos @First1Chaos]

🪔 Happy Deepavali, everyone!

✨ My Diwali Stock Picks:
- CRamc #CRAMC
- CRizac #CRIZAC
- CRisil #CRISIL

Invest wisely. Celebrate prosperity! 🪔

[First-Principles Chaos @First1Chaos]

After many quarterly results, the #BLUEJET turned into green jet rather red jet. @EquityValueIn

[First-Principles Chaos @First1Chaos]

Interesting development at Medi Assist!

A year ago, MIT and its affiliate subscribed to preferential shares at ₹535/share.

Now, Medi Assist is offering a buyback at ₹425/share; 20.6% lower.

What changed in a year? Why the valuation gap?

#MediAssist #MIT

[First-Principles Chaos @First1Chaos]

@EquityValueIn Deepak Nitrite

[First-Principles Chaos @First1Chaos]

*Corporate governance or family enrichment?*

Digilogic pay for four family-linked directors: up to 1.44 Cr in salary + perks and profit-linked pay. Collectively, consuming nearly half the annual profit.

Is shareholder wealth creating value, or funding the family?

#Digilogic

[First-Principles Chaos @First1Chaos]

@Iamsamirarora Let's make the story of extreme integration.

[First-Principles Chaos @First1Chaos]

@gstchamber @zerodha My question is, why are you justifying @zerodha convenience fee instead of questioning why it is levied in the first place? If @_groww can offer NetBanking without charging customers a convenience fee, doesn't that suggest it's a business choice rather than an unavoidable cost?

[First-Principles Chaos @First1Chaos]

The person who says, "I am bearish," buys when they see an opportunity.

The person who says, "I am bullish," still exits when they’ve made a profit.

At the end of the day, it's all a game of price, timing, and opportunity. Neither being bullish nor bearish.

[First-Principles Chaos @First1Chaos]

@PulkitA30298377 Source? Trust me bro..

[First-Principles Chaos @First1Chaos]

@sandipsabharwal Unit holders will question them. You don't worry.

[First-Principles Chaos @First1Chaos]

Board approves the amalgamation of Goodluck Defence & Aerospace into Goodluck India.

A good sign for minority shareholders, provided the merger terms are fair and transparent.

Good for #GoodLuckIndia

[First-Principles Chaos @First1Chaos]

One option to address the concerns of Goodluck India's minority shareholders could be to merge its defence business into #Goodluck India at the same valuation (around 1,800 crore INR), and subsequently demerge it, instead of planning for IPO.

#GoodLuckIndia

[First-Principles Chaos @First1Chaos]

Carnelian Small Cap Fund's 5,000 Cr AUM cap is interesting, with SIPs exempt.

In small caps, deploying capital matter as much as raising it.

We have seen some large-AUM funds struggle to sustain performance.

Is AUM discipline a differentiator?

@carnelian_asset

#MutualFunds

[First-Principles Chaos @First1Chaos]

The world celebrates neutrino research after a Nobel prize, while India's own Neutrino Observatory (INO) has languished amid years of controversy and delays.

We celebrate scientific excellence when the world recognizes it. But why do we struggle to build at home?

#INO #Science

[First-Principles Chaos @First1Chaos]

@prasanth_hruday True, it's price is up by 2x within 4 months.

[First-Principles Chaos @First1Chaos]

Standard Engineering Technology's preferential issue price is nearly 30% below the current price.

#SETL

[First-Principles Chaos @First1Chaos]

Curious to see this month's Parag Parikh Flexi Cap factsheet. Have they deployed some of the cash during this fall, or are they still waiting for better value buying opportunities ?

#PPFAS

[First-Principles Chaos @First1Chaos]

Could Coforge's Aeronova impact RateGain's business?
@EquityValueIn

[First-Principles Chaos @First1Chaos]

Neither the market nor your portfolio will be down today.

Thanks to Gandhi Jayanthi !

#nifty #sensex