Nassar Vappu

Management Accountant by profession & a Value Investor by passion.

Equity investments mainly in India , USA and Qatar markets.

[Nassar Vappu @Nassarvappu]

@the_psyche_lab In Kerala, Menon/Nairs get more reservation through EWS . The cut-off rank for an EWS Menon for MBBS admission is 23,339 , where an Eazhava/OBC need to be under 11,434 .

[Nassar Vappu @Nassarvappu]

@WealthEnrich Wonderla

[Nassar Vappu @Nassarvappu]

@AnilCfa Muthoot is priced at 60% of AUM, multibagger upside seems tough from this level. I'd rather bet on ESAF, which looks poised for a turnaround—they've been ramping up secured lending, especially gold loans.

[Nassar Vappu @Nassarvappu]

@Akshat_World Here 25 % allocation to Meta

[Nassar Vappu @Nassarvappu]

@dmuthuk He also got two plans ,
Plan A. Buy ,
Plan B Sell.

[Nassar Vappu @Nassarvappu]

@vinodsrinivasan Interesting deal after Bain capital-Manappuram deal. There are many gold lending businesses from Thrissur , many are growing fast.
The valuation, almost 45% of Gold loan AUM. Esaf ,also from Thrissur got 7,000 cr gold loan AUM, but stress in the micro finance area is a concern

[Nassar Vappu @Nassarvappu]

@Sandeep_Majj My forecast for year 2030 is USD 2 Billion revenue ( Zaynich USD 1 Billion , Other business 1 Billion ) , and market cap Rs 1.5 lakh crore.

[Nassar Vappu @Nassarvappu]

@narendramodi Petrol prices are doubled under Guj rule

[Nassar Vappu @Nassarvappu]

@Sandeep_Majj Wockhardt’s turnaround is impressive even without Zaynich in the mix yet. Once USFDA, Indian, and EU approvals come through, the company is set to reach an entirely new orbit.

[Nassar Vappu @Nassarvappu]

@narendramodi_in Yes ji , Rupee was in Hospital in 2013, Gujju rule took it to ventilator in 2026 .

[narendramodi_in @narendramodi_in]

What is the situation of the Rupee? Gujaratis and Marwari understand commerce well. Sadly, Rupee is in the hospital: Narendra Modi

[Nassar Vappu @Nassarvappu]

@Normal_2610 @grok which indian companies are there in the GLP-1 segment ?

[Nassar Vappu @Nassarvappu]

@valuepick @grok who is Shelby davis ? what was his investing strategies ? In the context of current global gepolitics issues , how we can benefit from the investing style of shelby davis.

[Nassar Vappu @Nassarvappu]

@ManojNaravane Jai hind

[Nassar Vappu @Nassarvappu]

@ragarwal1111 @KanchanGupta Unfortunately this is the situation of our nation. Was surprised to know DGCI allowed Miqnaf use only at hospitals where the target was community usage. For Zaynich, DGCI not even opening the files submitted , where the US FDA , and Europe accepted and granted fast track route

[Nassar Vappu @Nassarvappu]

@CNBCTV18Live @grok what will be the reasons for Indian authorities not opening Zaynich files while US FDA accepted NDA for the same in just 3 months.

[Nassar Vappu @Nassarvappu]

@StocksRoyale1 @grok what is the TAM of Zaynich?

[Nassar Vappu @Nassarvappu]

@Gurudev Thank you Ji , INR 89 now

[Nassar Vappu @Nassarvappu]

@gainzalgo @grok please verify

[Nassar Vappu @Nassarvappu]

@varinder_bansal @grok please verify