Kapil S

[Kapil S @KapilS303]

Current PF
#NSE i have not sold any still remains largest holding. Its unlisted so doesn't figure in this. However at CMP it's value is over top 3 Holdings in listed space.

[Devendra Nath Mahto @DevendraNathMa9]

भूख हड़ताल के 15वें दिन स्थिति बेहद नाज़ुक और अंतिम चरण में है। कल सरकार ने बातचीत के लिए बुलाया है। उम्मीद है कि इस बातचीत का परिणाम सकारात्मक होगा और शिक्षा व्यवस्था में ऐसा सुधार होगा, ताकि आने वाली पीढ़ी को वह दर्द, संघर्ष और कठिनाई न झेलनी पड़े, जो आज कई युवा झेल रहे हैं।
हम चाहते हैं कि शिक्षा ऐसी बने, जिसके लिए किसी विद्यार्थी को अपने हक़ के लिए इतना संघर्ष न करना पड़े। शिक्षा व्यवस्था में ऐसा स्थायी सुधार हो, जिसका लाभ पीढ़ी दर पीढ़ी मिले।
#DevendraNathMahato
#JharkhandStudentProtest
#JharkhandProtest

[JPSC JSSC REFORM MANCH @JPSCreformanch]

आंदोलन का 23वा दिन , शरीर जवाब दे रहा है पर हौसला बुलंद है। 🙏

[Subhi Vishwakarma @subhi_karma]

Students of Jharkhand on streets today

This is how youth in Bharat protest

Jharkhand is a reminder for those who thought Dehi Jantar Mantar represented Bharat's youth. No they did not!

These are youth of my Bharat, and I am proud of them.

Support them:

[Devendra Nath Mahto @DevendraNathMa9]

14 दिनों से भूख हड़ताल पर बैठे मेरे साथ आज पुलिस द्वारा धक्का-मुक्की और बलपूर्वक रोकने की कोशिश की गई। मेरे साथ मौजूद साथियों के साथ भी पुलिस द्वारा मारपीट की गई।

कई दिनों से भूखा होने के बावजूद मैं अपने अधिकार और जनता की आवाज़ के लिए खड़ा हूँ। हमें इस तरह रोककर हमारी आवाज़ को दबाया नहीं जा सकता।
#devendranathmahto
#JharkhandProtest
#JharkhandStudentProtest

[Dr. Deepessh Divaakaran (Dr. DD) @md_deepesh]

The Cockroaches are crawling back to Jantar Mantar.
Their legitimacy is under fire.
Yet Season 2 is already loading.
Delhi should watch the calendar very carefully.

Season 1 was NEET.

Hunger Strike Drama.
Batons.
Tear gas.
Chaos.

118 security personnel Injured.
60 protesters were injured.

Government gave in.
Dharmendra Pradhan resigned.

CJP declared victory.
Jantar Mantar emptied.

For a while.

Now comes Season 2.

And this time,

CJP is no longer just a student protest.
It's a political drama.
An illegitimate front.

And yet, our Government has no answer on:
Foreign directions.
Funding questions.
Illigitimate Protestors.

Now open the calendar.

15 August 2026.
Red Fort.

India's 80th Independence Day.
Prime Minister Modi plans for a historic speech.

The nation watches.

And on exactly that day,
CJP launches:
SCHOOL THIK KARO.

But remember one rule of modern warfare.
Television forgets speeches.
It remembers smoke.

Now turn the page.

First week of September.
CJP launches another nationwide campaign.
KYA BOLTI PUBLIC.

Then comes:

10 September 2026.

The Supreme Court hears the PIL.
Alleged commercial misuse of the CJI's "cockroach".

A street campaign cannot effect the judgement.
But it can dominate the conversation inside the courtroom.

And then comes the date that makes this interesting.

12-13 September.
BRICS Summit.
New Delhi.

Now zoom out.

On August 11.
RBI Governor Sanjay Malhotra revealed.
BRICS nations are discussing linking fast-payment systems and CBDC.
SWIFT Alternative.

BRICS payment architecture is a power architecture.

Now imagine September.
This is a threat scenario.

A crowd gathers.
One barricade falls.
One stone flies.
Police respond.

Lathi.
Tear gas.
Sirens.

Ten thousand phones rise.

And by sunset...
BRICS becomes Page Two.
Burning Delhi becomes Page One.

Who benefits?

Anyone wanting India embarrassed.
Anyone wanting state overreaction.

Anyone wanting youth anger converted into weakened Bharat.

Would intelligence agencies war-game this possibility?
Absolutely Yes.

They would be foolish not to.
Because this is what a 0.5 front could look like.

Hashtags above.
Crowds below.
Cameras everywhere.

The Indian State must do two things.

Follow the money.
Identify infiltrators inside Goverment.
Expose coordinated manipulation.

And control the optics before someone else controls the narrative.

Because the cheapest geopolitical weapon today may not be a missile.

It may simply be...
a camera pointed at a badly managed street.

[Kapil S @KapilS303]

@TradeThatFlow @Atulsingh_asan Doesn't matter which year.
50% is hawabaazi

[Kapil S @KapilS303]

@InvestorOfJAMMU Kashmir, Assam Bengal, EU, anywhere...

[Kapil S @KapilS303]

It's a good decision
Stray dog lovers (terrorists) should also be send to these shelters if they show more concern after this.

https://t.co/cVTN05WEb2

[The Indian Investor @Anvith_]

📊 Trump Tariffs? These Indian Stocks Could Be Least Impacted
Analysts see a ~5% earnings hit to MSCI India companies from Trump’s tariff plan.
But some sectors could sail through almost untouched.

Let’s break down the "Trump-Proof" basket 👇

🔹 Why These Sectors Are Safer
▪️ Minimal direct exports to US
▪️ Domestic demand-driven business models
▪️ Structural India growth tailwinds
▪️ Regulatory shields & pricing power

1️⃣ Banks & NBFCs – Domestic Lending Machines
Banks: HDFC Bank, ICICI Bank, Axis Bank, Kotak Mahindra Bank
NBFCs: Bajaj Finance, Shriram Finance, Cholamandalam
▪️ Driven by India credit growth, retail lending, and infra capex financing
▪️ Negligible US revenue exposure

2️⃣ Insurance – Protection Play
LIC, HDFC Life, SBI Life, ICICI Lombard
▪️ Regulatory push for higher insurance penetration
▪️ Premium growth tied to Indian income & savings trends
▪️ No dependency on export markets

3️⃣ Cement – Infra & Housing Backbone
Ambuja, UltraTech, Shree Cement, Dalmia Bharat
▪️ Demand from infra, housing, and government spends
▪️ Zero US linkage – raw material & sales are India-centric

4️⃣ Consumption – India's Middle-Class Story
Zomato, Trent, Titan, United Spirits
▪️ Discretionary spending driven by rising per-capita income
▪️ Brand strength & pricing power in domestic market
▪️ Long-term structural consumption theme intact

5️⃣ Travel & Tourism – Domestic Tailwinds
Lemon Tree Hotels, IRCTC, IHCL
▪️ Record domestic tourism post-pandemic
▪️ Govt push for heritage & religious tourism
▪️ Limited FX earnings risk from US tariffs

6️⃣ Hospitals – Healthcare Demand is Local
Apollo, Fortis, Max Healthcare
▪️ India’s rising healthcare spend & medical tourism from non-US geographies
▪️ Tariffs irrelevant to core business

7️⃣ Power – Utilities Unplugged from US Trade
Adani Power, Adani Transmission, PowerGrid, NTPC, Premier Energies
▪️ Regulated returns, domestic demand
▪️ Benefiting from India's energy transition push

8️⃣ Auto – Domestic Wheels, Limited US Sales
Hero MotoCorp, Ashok Leyland, Eicher, Kubota Escorts
▪️ US exposure negligible
▪️ Cyclical demand from rural recovery, infra build-out

9️⃣ Real Estate – Urban India Growth Story
DLF, Lodha, Phoenix Mills, Godrej Properties
▪️ Driven by urban housing, malls, commercial realty demand
▪️ No export dependency

🔟 Telecom – Domestic Data Boom
Airtel, Vodafone Idea, Indus Towers
▪️ Data consumption up, 5G rollout
▪️ No US linkage

🚫 No Recommendation. DYODD.

[Kapil S @KapilS303]

@TheAlpha10X Bangaldesh with their current state of affairs and problems that they are grappling with, is at a disadvantage despite 5% less tariffs.

[Kapil S @KapilS303]

Donald Trump warns India of 25% tariffs if trade deal not reached
https://t.co/moEtaIZjvv

[Kapil S @KapilS303]

@vishwagurubhar @Ayush_Shah_25 @BHiren @DesiUrbanist @Explorer_Yash @haldilal @RahulChels @marinebharat @suyogvyawahare @Prakhar81420407 Anyone who has travelled can vouch - mumbai is the dirtiest city.

[Kapil S @KapilS303]

@kapsology Dog lovers who feed stray dogs as routine are akin to #TerrorSymapthisers who refer terrorists as "master ka beta" "berozgar yuvak" "bhatka hua naujawan" "rebel" and so on.

[Kapil S @KapilS303]

Added #SandurMang small qty.
Bought some more #GrmOverseas

Sold 40% #NSELtd unlisted.

[Kapil S @KapilS303]

https://t.co/SWOU2l41c2

[Advait Arora @WealthEnrich]

🇮🇳 India has multiple high potential wealth creators in niche, IP-led tech. Check these 7 product + platform companies with strong 3 yr profit growth.
They are small-to-mid cap names in high-growth verticals with sticky clientele.
👉 Dive in for a quick 👇🧵......