Intelligent Investor

[Intelligent Investor @Intellilectual]

Biggest leadership switch over could be from Banking to Pharma in coming months. @nooreshtech @chetanshahrare

[Intelligent Investor @Intellilectual]

@WeekendInvestng It is clearly WEST (Crypto) vs EAST (Gold and now Silver). It is very much OPEN now. When policymakers (USA) advocate a particular asset class (Bitcoins) and yet it doesn’t excite larger crowd, what does it mean?

[Intelligent Investor @Intellilectual]

US policymakers openly advocating Bitcoins and asking citizens to not sell it. Yet this asset class doesn’t excite many. It is clearly WEST (Crypto) vs EAST (Gold). So far EAST in winning and is winning very fast @riteshmjn

[Intelligent Investor @Intellilectual]

@saylordocs It is clearly WEST (Crypto) vs EAST (Gold). It is very much OPEN now. When policymakers advocate a particular asset class and yet it doesn’t excite larger crowd, what does it mean?

[Intelligent Investor @Intellilectual]

@SamirPradhann Air purifier is very very tiny part of biz but will grow in coming days. Major growth will come from water purifier and home robots and vacuum cleaners whose national penetration is just 6% and 2% respectively. Growing urbanisation, nuclear family and working women are key driver

[Intelligent Investor @Intellilectual]

#Lauruslab 2QFY26 results best part isn’t about revenue and profit growth but 1000+cr OCF, Net debt to Ebdita down to 1.3x and ROCE jumped to 16%+. Capacities are scaling up and balance sheet is improving with operating and financial leveraging.

[Intelligent Investor @Intellilectual]

@ishmohit1 If you look at base (3Q and 4Q) margins then it’s very high vs. what’s reported in 1Q for blue. So mkt is worried for YoY growth as such. They need to get GM above 53% for sustaining these valuations. GM compression is worst thing to happen.

[Intelligent Investor @Intellilectual]

@LearningEleven Grossly understated Laurus FY26-27. Their FY27 will be over achieved in FY27.

[Intelligent Investor @Intellilectual]

@Atulsingh_asan KSL Ltd worth studying.

[Intelligent Investor @Intellilectual]

Mkts overall looks overbought. Needs some cooling before fresh move. Stay alert for next few weeks.

[Intelligent Investor @Intellilectual]

If you want to keep your life safe and happy then stay away from road rage, parking fights, overtaking ego, mute society WhatsApp group, prefer dipper while driving at night, follow traffic signals, avoid argument with gig workers, auto/taxi, milk delivery, garbage pick up etc

[Intelligent Investor @Intellilectual]

@ishmohit1 It’s like revenue growth coming from 8% to 12% in first case vs. another one moving from 16% growth to 12%. Both have 12% growth but from which direction it’s coming is important 😊

[Intelligent Investor @Intellilectual]

Trump EO is exclusively focussed on controlling patented Pharma products prices - implications for CDMO

They cater to innovators may also feel some heat due to later’s margins pressure but it will also force innovators to go for lower cost mfg to reduce cost.

[Intelligent Investor @Intellilectual]

Building material is showing all signs of valuations bottoming out and price action taking pause waiting for #CERA moment where 4QFY25 shows signs of improvement. Watch this space for the next 12-18 months. @nooreshtech @chetanshahrare

[Intelligent Investor @Intellilectual]

#Lauruslab

As per export data trends, Laurus has booked $98m worth of exports; $35m in Jan and $63m in Feb. To this in context, last 3 qtrs, Laurus export run-rate has been ~$75m vs the $98m in just 2 months of this qtr. Bumper growth loading. @nooreshtech

[Intelligent Investor @Intellilectual]

@soicfinance At least true for large caps as their growth has reduced to Pre Covid levels but valuations haven’t. Midcaps too selectively seeing growth moderation so as valuations.

[Intelligent Investor @Intellilectual]

@connectgurmeet As per you Nifty FY26 EPS will be 1250 which would be 16-17% growth over FY25.

[Intelligent Investor @Intellilectual]

@chokhani_manish Will it lead to urban slowdown as BFSI is one of the largest white collar job across cities.