Jibu Thomas, AJ Capital

Research Focused Investor @AJ_CAPITAL_ 550%+ returns in last five years, 45%+ CAGR

[Jibu Thomas, AJ Capital @JibuThomasLife]

$BMBL

[Canadian Dividend Investing @CDInewsletter]

The biggest contributor to Buffett's success was buying Charlie Munger businesses at Ben Graham prices.

- See's Candy at 6x pre-tax earnings
- Washington Post at 4x cash flow
- GEICO at liquidation value
- Apple at 10-12x EPS

Anyone who says it's large caps versus microcaps misses the point. It's terrific businesses at rock bottom prices.

[Amit Arora 🇮🇳 @GuruShareMarket]

Happiest Minds once trading at ₹1689, Currently at ₹372 - Still no Buyers

Trident ltd once trading at ₹74, Currently at ₹24 - Still no Buyers

KPIT Technology once trading at ₹1928, Currently at ₹772 - Still no Buyers

Exicom Tele-Systems once trading at ₹530, Currently at ₹159 - Still no Buyers

Once retail favourite, now noone is looking at them. Strange how fast time changes.

[Jibu Thomas, AJ Capital @JibuThomasLife]

👏🏻👏🏻

[L I J O T H O M A S @LIJOTHOMAS_LT]

Can wockhardt come out with a novel antibiotic after trials ..🤞

Wockhardt cmp at 230 mcap 3000 odd cr debt around 700 cr

[L I J O T H O M A S @LIJOTHOMAS_LT]

Can wockhardt come out with a novel antibiotic after trials ..🤞

Wockhardt cmp at 230 mcap 3000 odd cr debt around 700 cr

[Lakshita Setia @lakshita_setia]

Everyone talks about AI productivity. Almost nobody talks about AI unit economics.

Every tech cycle starts with “this will reduce costs.”

Then infra bills arrive.

[Ronit Pereira @CAronitpereira]

“One common thread you see in Radhakishan Damani, Rakesh Jhunjhunwala and Nimesh Shah is that they own shares which they have bought 20 years back.”

“They saw 9/11, global financial crisis, COVID pandemic and yet they haven’t sold their core holdings.”

- Late Siddharth Bhaiya

Under his leadership Aequitas delivered a staggering 33% CAGR over 13 years, significantly outperforming the Nifty.

> His Multibaggers:

Avanti Feeds 120x
Apar Industries 50x
Sanghvi Movers 50x
Finolex Cables 20x
HEG 20x

The key factors he mentioned in many of his videos:

> Beaten down sectors: He looked for companies in industries that everyone else was avoiding (contrarian)

> Low Debt & High Cash Flow: He prioritized capital protection, looking for companies with strong balance sheets.

> Margin of Safety: He typically bought stocks at an average P/E of less than 15x, ensuring he didn't overpay for future growth.

> Long-term Holding: He often held stocks for over 5 years, with a very low portfolio churn (less than 20%)

[Jibu Thomas, AJ Capital @JibuThomasLife]

@EkanshMittal_KW Include ESAF SFB also, 40% Gold Loan book.

[Steve Burns @SJosephBurns]

“People always forget that 50% of a stock’s move is the overall market, 30% is the industry group, and then maybe 20% is the extra alpha from stock picking. And stock picking is full of macro bets. When an equity guy is playing airlines, he’s making an embedded macro call on oil.”

— Stanley Druckenmiller

[Stocks World @anandchokshi19]

10 MONEY SECRETS FROM 10 BILLIONAIRES:

1. Elon Musk: College won't make you rich. Curiosity and technology will.

2. Naval Ravikant: Turn yourself into a product. If it feels like play, you'll outwork everyone.

3. MrBeast: Live broke, build big. Reinvest. Money is fuel, not flex.

4. Warren Buffett: Get so good they can't ignore you. Your skills are your fortress.

5. Michael Jordan: Fail loudly. Miss more shots. That's how you win.

6. Taylor Swift: The dumb ideas are what lead to the genius ones. Try more.

7. Mark Cuban: Read like a maniac. knowledge compounds faster than money.

8. Jeff Bezos: Obsess over the customer, not the competition.

9. Charlie Munger: No one's handing you the map. Build your own route.

10. Peter Thiel: Stop stacking resumes. Start stacking value.

[Amol Avinash Joshi @AmolPlanRupee]

S Naren, ICICI Pru MF

1) Equity valuation Index turned Green on 30 Mar 2026, from being in neutral for 3 years.
2) BAF (Balanced Advantage fund) model equity range 30-80%, now equity allocation % crossed 60% after 3 years.
3) Sentiment Model;
When FII are large buyers – situation to sell
When FII are large sellers – situation to buy
Record FII selling in Mar-2026 leads us to believe sentiment is positive (to buy).

Focus shift from ‘Asset Allocation’ to ‘Equity’ addition.

[Nakul Sarda @nakul_sarda]

I've stopped reading Gulf war headlines. Here's what I track instead.

We run an India-focused equity fund. 85% of India's crude comes from imports. Half of that normally passes through Hormuz. So yes — this crisis is personal.

But the information environment right now is garbage. Trump says the war ends tomorrow. Iran says Hormuz is shut forever. One analyst says $150 oil, another says $60. You can't build a portfolio view on this.

So I've narrowed it down to 4 signals. These are priced by people with real money on the line. They don't lie.

1. Ship insurance premiums through Hormuz

This is the single best signal. Lloyd's underwriters have billions at stake on every pricing call. Before the war, insuring a tanker through Hormuz cost 0.25% of the ship's value. Today it's 3.5–10% — and almost nobody is buying. A $100M tanker that cost $250K to insure now costs up to $10M. When this drops below 2%, the people with the most to lose are telling you it's getting safer. No press conference can replicate that.

2. How many ships are actually crossing

Every ship carries a GPS tracker (AIS). You can count exactly how many cross Hormuz each day. Before: 100+. Now: 8. That's a 92% collapse. You can't spin a ship being somewhere it isn't. Iran is letting some Chinese and Indian ships through, but it's a trickle. When this number crosses 30–40, trade is resuming. You can track this free on the WTO Hormuz Trade Tracker.

3. Paper oil vs real oil

This one most people miss entirely. Brent crude (the headline price) is at $112. But Dubai physical — what Asian buyers actually pay for delivered oil — is at $126. That's a $14 gap. It exists because Trump's comments keep pushing paper prices down. Traders call it jawboning. But the refiners buying cargo aren't getting any discount. If you're looking at Brent to assess India's oil bill, you're looking at the wrong number.

4. The mid-April cliff

Multiple emergency measures expire around the same time. The 400 million barrel SPR release runs dry ~April 15. The US waiver letting India buy Russian crude expires. Formosa Plastics has declared force majeure from April 1. Right now these stopgaps are keeping the supply gap at ~5 mb/d. Without them, BCA Research estimates it doubles to 10 mb/d — the largest crude disruption ever. If Hormuz doesn't reopen by mid-April, we're in uncharted territory.

Bottom line: track the insurance premium, the ship count, the paper-physical spread, and the April timeline. Everything else is noise.

[Jibu Thomas, AJ Capital @JibuThomasLife]

@valuechad @value_invest12

[Deep @DeepStarts]

Narayana Murthy built Infosys with $250 and 6 engineers in 1981.
Turned it into an $18 billion company.

Then went on a podcast and told young Indians to work 70 hours a week.
The internet exploded.
Then he came back and said 70 hours wasn't enough.

Now wants 72 hours. The Chinese 996 schedule.
9AM to 9PM. 6 days a week.
Meanwhile Infosys quietly started sending alerts to their own employees when they exceed 9 hours a day.
The man asking you to work 70 hours.

Runs a company that flags you for working more than 9.
And the government's response?
'No such proposal is under consideration.'
India's workers already average 47.7 hours a week.
The highest among the world's top 10 economies.
Still one of the lowest GDPs per capita.
More hours clearly isn't the answer.
But billionaires keep asking anyway.

[Jibu Thomas, AJ Capital @JibuThomasLife]

This is our second Farewell party for short sellers in last six months. First one was Volvo Cars.

[Michael Burry Stock Tracker ♟ @burrytracker]

26 years ago today, the dot-com bubble peaked

At the time, these were the biggest tech companies on earth:

• Yahoo: $125B company → delisted
• Sun: Powered the internet → gone
• Intel: Dominant chipmaker → -20%
• Cisco: Most valuable stock → flat
• Microsoft: The "boring" pick → +720%
• Amazon: A bookstore → +6,290%

But the company nobody was watching in 2000:
Nvidia → +73,000%

The next Nvidia is out there right now

[Steve Burns @SJosephBurns]

“One person said to me, ‘I have a list of 300 potentially attractive stocks, and I constantly watch them, waiting for just one of them to become cheap enough to buy!’ Well, that’s a reasonable thing to do. But how many people have that kind of discipline? Not 1 in 100.”

— Charlie Munger

[Deep @DeepStarts]

In 2004 a student at IIT Madras built a website for fun.
Just to track which restaurants near campus were open late.
He shared it with his hostel group.

Within a week the entire campus was using it.
He added reviews. Then ratings. Then menus.
Kept building. Kept adding.
After graduating he turned it into a proper startup.
Struggled for years. Almost shut down twice.

Today that startup is Zomato.
Deepinder Goyal started it because he was hungry at midnight and couldn't find food.
The most billion dollar ideas don't start in boardrooms.
They start in hostels at 2AM.