Kalpesh Gothi

Investment Analyst| Passion for Equity | Value & Long term Investor | Lifelong Learner | Cricket Lover | Views are personal. Retweets/likes are not endorsement.

[Kalpesh Gothi @KalpeshGothi10]

2026 Mahabharat

@narendramodi @AmitShah @PiyushGoyal @KiritSomaiya @rishibagree

[Kalpesh Gothi @KalpeshGothi10]

Dear Mr. President Musk @elonmusk

Thank you for your attention to this matter
@realDonaldTrump

[Shrishti Sahu 🚀 @shrishtie]

Watch the full conversation here: https://t.co/ef1FP2obRi

[Shrishti Sahu 🚀 @shrishtie]

He manages over Rs. 1,700 Crores of investors’ money today.

He spent 21 years at DSP Merrill Lynch, leading institutional research and analysing where institutional money should be invested in India.

He has now spent nearly four decades in the Indian stock markets.

He’s none other than JyotiVardhan Jaipuria, Founder & MD of Valentis Advisors.

His flagship small-cap portfolio has completed 10 years.

And despite managing money professionally, his portfolio churn is just 16%.

In fact, one of the first few stocks he bought when he started the fund 10 years ago is still in his portfolio today.

That investment has gone up more than 20X.

While most investors look for stocks that are already performing well, Jyoti follows almost the opposite philosophy.

He looks for companies that are underowned, undervalued and underperforming; where he believes an earnings inflection is yet to come.

His approach is simple:

Don’t think about where the stock will be 3 months from now.

Think about whether the company can double its earnings over the next 3 years.

And his research doesn’t stop at meeting the management.

His team speaks to dealers, distributors, competitors, suppliers and customers to build a 360-degree understanding of a business.

There have even been instances where a company’s earnings fell nearly 75%, but after understanding that the problem was temporary and not structural, he went back and bought more.

That is the kind of conviction that comes from research, patience and decades of experience.

And after spending almost four decades in the markets, one principle remains constant for him:

“The market is a slave to earnings.”

In a world where everyone wants to know what a stock will do tomorrow, JyotiVardhan Jaipuria has built his investing philosophy around what a business can become over the next 3–5 years.

Watch the full conversation only on The India Opportunity Show. Link in comments

[Vishal Bhargava @VishalBhargava5]

Theobroma is one of the great case studies on how to sink a brand.
I’ve seen the entire spectrum.
Began as a die-hard customer.
Now avoid it like the plague.

[Kalpesh Gothi @KalpeshGothi10]

@wittysiddharth

[Kalpesh Gothi @KalpeshGothi10]

@vinodchendhil

[Kalpesh Gothi @KalpeshGothi10]

@JetkingLtd has raised funds to acquire Bitcoin. 🤑🪙

#Bitcoin #virtualdigitalassets #EquityvsGoldvsBitcoin #nseindia #bseindia #sharemarket #share

[Kalpesh Gothi @KalpeshGothi10]

@nooreshtech Thanks, Nooresh, for sharing.

Valentis Advisors - Jyotivardhan Jaipuria

(Quarterly investor newsletter)
https://t.co/YhRbKA5JYJ

[Kalpesh Gothi @KalpeshGothi10]

Coming soon for Ayodhya darshan 🙏😊 Jai Shree Ram🏹🙏

@realDonaldTrump @narendramodi @AmitShah @myogiadityanath @ShriAyodhya_
#DonaldTrump #India @POTUS45

[Manu Bhaker🇮🇳 @realmanubhaker]

Extremely humbled by the support and wishes that have been pouring in. This is something that I've always dreamt of. Proud to perform at the biggest stage for my country 🇮🇳 ❤️

[Pankaj Parekh @DhanValue]

Question: You raised LTCG from 10% to 12.5% and STCG from 15% to 20%. What is the rationale behind this?

Listen to Response of our FM

[Kalpesh Gothi @KalpeshGothi10]

@ResearchWright Table taken from the latest Valentis PMS investor note published on 18th April 2024. (Screenshot attached)

[Kalpesh Gothi @KalpeshGothi10]

Table taken from the latest Valentis PMS investor note published on 18th April 2024. (Screenshot attached)

[Wright @ResearchWright]

6 months leading up to the elections usually see a rise in market indices.📈

There is an average market return increase, demonstrating positive investor sentiment spurred by prospective governance stability & anticipated reformative measures.⭐

[Kalpesh Gothi @KalpeshGothi10]

Today's likely situation at wankhede stadium 🙃

@mipaltan
#Hardik #HardikPandya #MumbaiIndians #mipaltan
#IPL2024 #IPL #IPLUpdate
#Dream11 #RohitSharma
#MIvsRR #Hitman
#Wankhede #IPLonJioCinema

[Kalpesh Gothi @KalpeshGothi10]

Ek stock Pani mei gaya
Chapak

2 stock, 2 stock
5% 🔻, 5% 🔻
Chapak chapak

3 stock, 3 stock, 3 stock
LC, LC, LC
Chapak, chapak, chapak

4 stock, 4 stock, 4 stock, 4 stock
Pani mei gaye, pani mei gaye, pani mei gaye, pani mei gaye
Chapak chapak chapak chapak

Portfolio- chapak

[ANI @ANI]

#WATCH | Ram Lalla idol at the Shri Ram Janmaboomi Temple in Ayodhya

#RamMandirPranPrathistha

[ET NOW @ETNOWlive]

Jyotivardhan Jaipuria, Founder & MD of Valentis Advisors shares his buying list flavours, reveals strategy amidst market uncertainties

@Ajaya_buddy

Watch the full interview-

https://t.co/jpXNb5yzF4

[Kalpesh Gothi @KalpeshGothi10]

Doms Investor after Super listing and investors after getting IPO allotment of Inox India 👇😉

#IPOAlert #ipoallotment #DOMSIPO #INOXIPO #IPOs #ipo @ipo_mantra #stockmarkets #nifty

[Kalpesh Gothi @KalpeshGothi10]

@MdShami11 strikes on Kiwi.

Tonight whole #India will dance on a tune of

Arey Shami.. Aaja Shami...
Balam Shami Param Shami
Sanam Shami...

@virendersehwag
#CWC23 #IndiaVsNewZealand #INDvsNZ
#ViratKohli #RohitSharma #Shami #KLRahul #Shreyas #ShubmanGill
#Semifinals

[archana shah @ArchanaShah1689]

@MdShami11 does it again!! Breaks all records and shakes all countries!!
Wickets pe wickets, wickets pe wicket!!
#WorldCup2023
#recordbreaker
@cricketworldcup
@gujarat_titans
History repeats😀 @KalpeshGothi10