Monu Ram

Stocks

[Monu Ram @Monuram02]

Charlie Munger once said,

"You have to keep learning if you want to become a great investor,

When the world changes, you have to change."

Always remember,

Dumb people stop learning once school ends but wise people learn forever.

Keep Learning, keep Growing!!

[GURGAVIN @gurgavin]

@GrahamCompton HE WAS SO BEARISH ON SPACEX LAST WEEK THAT MADE BE BULLISH ON SPACEX I AM CONFUSED NOW LOL

[Monu Ram @Monuram02]

Old is Gold

[Bull Theory @BullTheoryio]

🚨 MICHAEL BURRY IS BETTING AGAINST THE RALLY AND WARNS OF A POSSIBLE 1987-STYLE CRASH

In his Tuesday Substack post, Michael Burry warned that the stock market may be near a MAJOR TOP and said a possible 1987-style crash could be coming.

Michael Burry remains heavily bearish despite the S&P 500 hitting fresh record highs.

Burry said the S&P 500 surged +5% in just 4 trading days to a new high.

That has happened only 3 other times:

1. April 23, 1999 - around the beginning of the dot-com decline
2. March 21, 2000 - near the peak of the dot-com bubble
3. November 9, 2020 - Covid-19 vaccine 90% effective news

Major portfolio changes disclosed by Burry:

1. Exited Microsoft longs
2. Closed Oracle shorts
3. Closed January 2026 Palantir puts but remains short the stock
4. Rolled Nvidia puts into June 2027 with strikes in the low $100s
5. Rolled Invesco QQQ short position into February 2027

He continues to hold his SOXX short and puts, warning that the latest rally could actually increase the risk.

He also added that he’s still holding his existing positions in $MU, $CAT, $TSLA and $AMAT.

He said, Many hedge fund “pod shops” and volatility-targeting funds were hit during July and are still “licking wounds.”

As markets rise and volatility falls, volatility-targeting funds can increase leverage - potentially bringing even more leverage from momentum strategies.

But if the market keeps rising, fresh money could continue flowing in - potentially increasing leverage and making a future reversal more violent.

He also said Goldman Sachs Momentum Pair Trade remains damaged after its historic run, while VIX/VIXEQ volatility measures are near 12-year lows.

Burry warned that low volatility may be masking significant risks beneath the surface.

He is also working on the fourth installment of his “Heretic’s Guide,” which will examine the earnings and regulatory filings of the five largest hyperscalers through forensic analysis.

[Monu Ram @Monuram02]

@rdkriplani 💯

[Watcher.Guru @WatcherGuru]

JUST IN: Michael Saylor says he "never sold" his personal Bitcoin.

"Strategy is a public company, not my wallet."

[Harsh Goenka @hvgoenka]

Kellogg’s came to India to change our breakfast habits with cornflakes. The opposite has happened. Today, Kellogg’s sells Upma.

Business lesson: Never underestimate the power of local taste.

[Rohit D Kriplani @rdkriplani]

Focus on justtt these 75 stocks....only trade in this space...and 90% chance you'll outperform the market in this financial year. #CheatCode

[Aditya Mittal @AdityaMittal795]

75 stocks which had very bullish concalls (Q1 FY-27) and can double their revenue in next 2-3 years:

🔹1. SG Mart (#SGMART): 118% EBITDA growth (₹300 cr EBITDA) guidance in FY-27

🔹2. Senores Pharmaceuticals (#SENORES): 50-60% PAT growth & 30-40% revenue growth guidance in FY-27

🔹3. Sakar Healthcare (#SAKAR): 50%+ PAT growth & ~25% revenue CAGR guidance (oncology parenteral ramp)

🔹4. SG Finserve (#SGFIN): 43% PAT growth (₹225 cr PAT) guidance in FY-27

🔹5. Shadowfax (#SHADOWFAX): 38-40% revenue growth guidance in FY-27 (upgraded from 28-30%)

🔹6. Neogen Chemicals (#NEOGEN): ~40% revenue growth guidance in FY-27 (battery chemicals ramp)

🔹7. HFCL (#HFCL): 40% revenue growth guidance in FY-27 (upgraded from 20%)

🔹8. Sahasra Electronics (#SAHASRA): 100% revenue growth (₹275-300 cr revenue) guidance in FY-27

🔹9. Sangam India (#SANGAMIND): 100% PAT growth guidance in FY-27

🔹10. Jana SFB (#JSFB): 80%+ PAT growth, 19-21% loan (GLP) & 23-25% deposit growth guidance in FY-27

🔹11. Motilal Oswal (#MOTILALOFS): 20%+ housing finance AUM growth guidance for next 2-3 years

🔹12. Borosil Renewables (#BORORENEW): 60% revenue & EBITDA growth guidance in FY-27 (600 TPD expansion by Q4)

🔹13. Madhya Bharat Agro (#MBAPL): >50% revenue growth guidance in FY-27 (Dhule SSP ramp-up)

🔹14. Atlanta Electricals (#ATLANTAELE): 40% CAGR revenue growth guidance for next 3 years

🔹15. Netweb Technologies (#NETWEB): 35-40% revenue growth guidance (13-14% EBITDA margin, 10%+ PAT margin)

🔹16. Syrma SGS (#SYRMA): 30-35%+ revenue growth (~₹700 cr EBITDA) guidance in FY-27

🔹17. Jubilant Ingrevia (#JUBLINGREA): 32-40% EBITDA growth (₹750-800 cr) guidance in FY-27

🔹18. Krishana Phoschem (#KRISHANA): 30-35% revenue growth guidance in FY-27

🔹19. Anand Rathi Share & Stock Brokers (#ARSSBL): 30-35% PAT growth guidance in FY-27

🔹20. Capri Global Capital (#CGCL): 30%+ AUM CAGR guidance in FY-28

🔹21. Sobha (#SOBHA): 30%+ pre-sales growth guidance in FY-27

🔹22. Suryoday SFB (#SURYODAY): 30% deposit growth + doubling CLOU customer base guidance in FY-27

🔹23. Himadri Speciality (#HSCL): PAT doubling from ₹555 cr (FY25) to >₹1,100 cr by FY-28 (~26% CAGR)

🔹24. Tatva Chintan (#TATVA): 25-30% revenue growth guidance in FY-27

🔹25. Smartworks Coworking (#SMARTWORKS): 28-30% revenue growth guidance in FY-27

🔹26. Greenply Industries (#GREENPLY): 25-30% MDF volume growth guidance in FY-27

🔹27. CCL Products (#CCL): 25-30% domestic branded B2C volume growth guidance in FY-27

🔹28. Dynamic Cables (#DYCL): 25-30% solar/renewable cable revenue growth for next 3-4 years

🔹29. Aye Finance (#AYE): 25-30% AUM growth guidance in FY-27

🔹30. Gravita India (#GRAVITA): 25-30% PAT CAGR guidance for next 4-5 years

🔹31. GRSE (#GRSE): 25-30% revenue growth guidance (per Q2 FY-26 call; qualitative confidence reiterated in Q1)

🔹32. Avalon Technologies (#AVALON): 24-27% revenue growth guidance in FY-27 (double revenue to ~₹3,200 cr by FY-29)

🔹33. Tinna Rubber (#TINNARUBR): 23-28% revenue growth guidance in FY-27

🔹34. Menon Bearings (#MENONBE): 23-25% revenue growth (>₹360 cr revenue) guidance in FY-27

🔹35. Ramkrishna Forgings (#RKFORGE): 22-25% CAGR revenue growth for next 3 years

🔹36. Acutaas Chemicals (#ACUTAAS): 25% revenue growth guidance in FY-27

🔹37. Transformers & Rectifiers (#TARIL): 25% revenue growth guidance in FY-27 (16% EBITDA, 9-10% PAT margin)

🔹38. M & B Engineering (#MBEL): ~25% revenue growth guidance in FY-27

🔹39. Prostarm Info Systems (#PROSTARM): 25%+ revenue growth guidance in FY-27

🔹40. Heritage Foods (#HERITGFOOD): ~25% VAP growth guidance (annual)

🔹41. APAR Industries (#APARINDS): 25% cable value + 10% conductor volume growth guidance in FY-27

🔹42. Ujjivan SFB (#UJJIVANSFB): ~25% advances & deposit growth guidance in FY-27 (RoA 1.8-2.0%)

🔹43. CreditAccess Grameen (#CREDITACC): 20-25% AUM growth guidance in FY-27 (RoA 4-4.8%)

🔹44. Anand Rathi Wealth (#ANANDRATHI): 20-25% revenue & PAT growth guidance in FY-27 (₹1,415 cr rev, ₹460 cr PAT)

🔹45. RBL Bank (#RBLBANK): 23-24% retail deposit growth guidance over next few quarters

🔹46. Fedbank Financial / Fedfina (#FEDFINA): 20-22% growth guidance in FY-27

🔹47. Shyam Metalics (#SHYAMMETL): 20%+ revenue & EBITDA growth guidance in FY-27

🔹48. Steel Strips Wheels (#SSWL): 20%+ revenue growth guidance in FY-27

🔹49. Bandhan Bank (#BANDHANBNK): 20%+ non-EEB loan book growth guidance in FY-27

🔹50. L&T Finance (#LTF): 20%+ CAGR book growth guidance by FY-31

Follow @AdityaMittal795 for more such educational posts.

[Money Quotes @MoneyQuotesX]

Act broke.
Delete Uber Eats.
Drive a modest car.
Live below your means.
Keep a simple wardrobe.
Ignore their judgment.
Stack cash.
Invest, invest, invest.
Set yourself up for life.

[Jay @JADDU22]

Beast.

https://t.co/7xSDUGCv7t

[Brian Skach @xrp_4_lyf]

@Leooweb3

[Rohit D Kriplani @rdkriplani]

Added Kernex Systems
5% @ 1511.50

Liket he setup..hoping for an HTF.

[GURGAVIN @gurgavin]

*JIM CRAMER SAYS IT’S TOO SOON TO BUY THE DIP IN SPACEX STOCK

THE BOTTOM IS IN FOLKS

$SPCX

[Mohit @mohitkejriwal26]

@DeanOfValuation @WeekendInvestng He was a ***** since Day 1. No logic to follow those kind of people.
All your money will become zero with those so called fake experience, fake knowledge whatsapp university guys.

[Kumar @DeanOfValuation]

More than 2 years

Tremendous return by @WeekendInvestng

Gyan Dena aasan hai
But return nhi

[Watcher.Guru @WatcherGuru]

JUST IN: 🇦🇪 UAE's largest airline 'Emirates' begins accepting crypto payments for flight bookings.

[Monu Ram @Monuram02]

Mata is a great company

[*Walter Bloomberg @DeItaone]

$META - *META, BLACKROCK TO DEVELOP DATA CENTER CAMPUS IN EL PASO, TEXAS

[Monu Ram @Monuram02]

Mata is a great company

[Kirttan Shah @KirtanShahCFP]

Who is going to tell you not to follow the heard on the Internet?

KOSPI down 32% in a month
Oracle -52%
SK Hynix -45%
Scan disk -45%
SpaceX -45%
Tesla -37%
Samsung -36%
Intel -34%
Meta -25%
ASML -17%
Nvidia -17%
TSMC -17%

[P. Chidambaram @PChidambaram_IN]

AK 47 is an assault rifle. It is usually deployed when police forces are fighting terrorists or extremists (like Maoists)

It is never -- never -- used to contain civilian protests

The AK 47 weapon should never have been issued by the armoury to a policeman who was deployed to contain a civilian protest

Not only the policeman who used the AK 47 weapon but also the armoury-in-charge who issued the weapon should be suspended and subjected to disciplinary action