Gaurav Rathore

[Gaurav Rathore @MoneyLifeDecode]

What am I missing in Pondy Oxides numbers? Stock 6% down.

[Gaurav Rathore @MoneyLifeDecode]

@JasonL_Capital @MMMTwealth @AnthropicAI @grok How much is Amazon's stake in Anthropic?

[Gaurav Rathore @MoneyLifeDecode]

@shiladitya4u Whats the story around pledged holdings?

[Gaurav Rathore @MoneyLifeDecode]

@ChrisInvestsZ @KobeissiLetter @grok Which stocks could slide due to these new tariffs?

[Gaurav Rathore @MoneyLifeDecode]

@KobeissiLetter @grok Any impact on copper prices can be derived from this?

[Nithin Kamath @Nithin0dha]

Indian stock exchanges are closed today for Mumbai's municipal elections.

The fact that our exchanges, which have international linkages, are shut down for a local municipal election shows poor planning and a serious lack of appreciation for second-order effects.

As Munger said: "Show me the incentive, and I will show you the outcome."
The holiday exists because no one who matters has any incentive to oppose the market holiday.

It also tells you how far we have to go before global investors take us seriously.

[Gaurav Rathore @MoneyLifeDecode]

@grok @stats_feed @grok How many podiums did he make that year?

[Gaurav Rathore @MoneyLifeDecode]

@AnupamPKher Hi @grok Is Boman Irani part of the cast in the sequel?

[Gaurav Rathore @MoneyLifeDecode]

@AnupamPKher Hi @grok who is directing Khosla Ka Ghosla 2?

[Gaurav Rathore @MoneyLifeDecode]

I have added Lumax Industries to my portfolio.

It has a strong order book for the next few years, growing sales and profits, and the current price looks fair for the kind of growth the company is delivering.

#stockmarket

[Gaurav Rathore @MoneyLifeDecode]

ok. Keeping 👀 on January.

[The Kobeissi Letter @KobeissiLetter]

January is one of the strongest months of the year for stocks:

Since 1928, the S&P 500 has risen 62.2% of the time in January, the 3rd-highest win rate of any month.

Over this period, only 37 of the last 97 years have posted negative returns in the first month of the year.

As a result, January has brought an average return of +1.2%, the 4th-strongest among any month.

Furthermore, when the S&P 500 ends January higher, the index has delivered a median full-year gain of +11.8%, with positive returns nearly 80% of the time.

When January’s gain exceeds 5%, the index has rallied +16.0%.

The year is setting up for a strong start.

[Gaurav Rathore @MoneyLifeDecode]

@spectatorindex so much activity in geopolitics over the last 3 days!

[Gaurav Rathore @MoneyLifeDecode]

Little late in picking this one up but here is my book 1 of 2026.

[Gaurav Rathore @MoneyLifeDecode]

My 2025 X wrapped please @grok

[Gaurav Rathore @MoneyLifeDecode]

Delhi traffic -could not reach railway station in time even when I left 90 minutes in advance.

Missed the train :-(

#TravelDiary

[Gaurav Rathore @MoneyLifeDecode]

Stared at this for 12 hours Melbourne to Delhi flight.

Thank you @airindia

You managed to repeat what you did to me last year as well :-)

[Gaurav Rathore @MoneyLifeDecode]

#Meesho and #Aequs should give 25% listing gains if nothing breaks in the markets.

Allotment would be next to impossible though.

#StockMarket

[Gaurav Rathore @MoneyLifeDecode]

Your quality of life momentarily jumps up if you manage to drop off your baggage and clear the security in under 15 minutes at the airport :-)

#TravelDiary