The Indian Thesis

trying to make sense of the feed before it resets, raw takes on whatever the algorithm throws at me

[The Indian Thesis @IndianThesis]

@CAHimankSingla @PratibhaGoyal Source?

[The Indian Thesis @IndianThesis]

@REDBOXINDIA Their Reply ' it's not too late to reduce LTCG, STCG either' 😑

[The Indian Thesis @IndianThesis]

@abhi2010ahm Abhi bro can you please do oswal pumps chart?

[The Indian Thesis @IndianThesis]

@Dhawalpvyas1 Skip the stairs. 😜

[The Indian Thesis @IndianThesis]

@ikjain6 @Asan_research

[The Indian Thesis @IndianThesis]

@REDBOXINDIA Now she will lure FII's only and not bother about passing same tax benefit to retailers, again repeating same mistake she did with FII's two years ago, Remember retailers were your shock absorbers ma'am..you need to give tax benefit which is beneficial to both and not just one.

[The Indian Thesis @IndianThesis]

@ChikouTrader Bro like you predict fall, also start predicting reversals with chart 🙂

[The Indian Thesis @IndianThesis]

@sunilgurjar01 Prolly getting ready for a long ABC correction 😌

[The Indian Thesis @IndianThesis]

@REDBOXINDIA Next time ask for votes from FPIs only domestic investor will show you middle 🖕

[The Indian Thesis @IndianThesis]

@Dhawalpvyas1 @KashviiSpeaks Animal ko kaise Pata chalege ki woh national animal hai 😂😬

[The Indian Thesis @IndianThesis]

@Dhawalpvyas1 I hope you know himalayas are our natural defence against China.

[The Indian Thesis @IndianThesis]

29.50 to 50.73 now, #CONFIPET up 71% in 3 weeks.

[The Indian Thesis @IndianThesis]

Confidence petroleum locking a solid 20% uc today is the most obvious trade right now. with the ongoing lpg shortage in the country, private Indian bottlers and cylinder makers are the perfect proxy play. while the big psus bleed over import supply chain chaos, confidence controls major chunk of the local private network. indian traders are literally just pricing in a massive volume shift to private players this quarter.

Confidence Petroleum is India's largest private LPG bottler and cylinder manufacturer. When there is an LPG supply crisis or global supply chain chaos (like what we just saw with the Strait of Hormuz getting mined), the big government PSUs (like HPCL, BPCL) take a massive hit on their margins and struggle with supply. Private players like Confidence, who have their own local distribution networks (like GoGas) and manufacture the actual cylinders, become the immediate proxy play.

Note: No Recommendation / SEBI Unregistered.

#CONFIPET

[The Indian Thesis @IndianThesis]

@MrBeast Awesome. Do it.

[The Indian Thesis @IndianThesis]

@theskindoctor13 It seems some students are beating him extra for giving them less marks 🤣

[The Indian Thesis @IndianThesis]

@nikitabier There are countless such fake woman profiles on X who are literally looting major chunk of rev share, If somehow you can cross check with their stripe data they can be removed.

[The Indian Thesis @IndianThesis]

@ANI @DougAMacgregor since he mentioned pak is a burning building then it's quite clear our role in the region becomes the only stable pivot for western trade node.

[The Indian Thesis @IndianThesis]

@RCBTweets we are backing suyash to repeat that qualifier magic from last year😎

[The Indian Thesis @IndianThesis]

@alpaysh @Harvard University be like:

[The Indian Thesis @IndianThesis]

@WatcherGuru @PeterSchiff Don't worry, he's anti jinxing the upcomming market rally.