A Value Investor.
Student of Market
Disclaimer - My tweets are not investment recommendations. I am not a SEBI registered consultant.
Disclosure: I and my fami
Disclaimer - My tweets are not investment recommendations. I am not a SEBI registered consultant.
Disclosure: I and my family/friends have investment and holdings in all the stocks that I discuss and write about on twitter. Consult a SEBI registered advisor before investing.
Small company. Big promoter entry.
Accord Synergy, a ~Rs. 40 Cr MCap Company, is seeing a major promoter-level change.
Dr. Faruk Patel, promoter of KP Group, is acquiring stake in the company.
Post full acceptance, Dr. Faruk Patel can hold ~68%.
A tiny telecom infra company. A large renewable energy promoter entering.
Doesn’t look like a routine entry. Something is brewing. 🧐
On Niraj's Radar
What three signs tell @niraj_shah that a global market crash is likely?
Watch this video as he answers to India's most-asked question: How will a global market crash impact India?
So company has deliberately deferred revenue and posted bad result so that stock will come down and few investors alongwith promoter will buy at low price. Influencers will push the stock later saying promoters have increased and so on
This is Mr. Avinash, who has an Instagram page called TheAvinashWay. He received a legal notice from “Dabur”.
Watch this video to know the reason.
Do you think he is right?
ABS is a duopoly market in India, and ~30-40% of the demand is met by imports.
Recent capacity expansion plan:
- BEPL is expected to increase its capacity from 75000 MTPA to 100,000 MTPA.
- Styrenix Performance Materials is expected to increase its capacity from 100,000 MTPA TO 150,000 MTPA
USA has Bombs. Iran has TIME.
But, India & the world DON'T !
India wants oil, gas, fertilisers AND weapons, simultaneously, while its suppliers are at war with each other.
Who wins? Who loses?
What does India do?
In-depth analysis ...
https://t.co/DsBy1C3Q9O
#Hormuz#India
15% of India's GDP could be at Risk?
The Risks and Opportunities from AI: Jobs, Software, Humanity
I repeat: AI will close the nursery of caterpillars : entry level jobs
No caterpillars today = no butterflies tomorrow
What about Consumption ?
https://t.co/rZvlLKYAij
#AI#Sensex
In next few years narratives of growth will bust in working capital intensive businesses, valuations of such high growth companies will compress further. Before that we may see a good rally (based on interactions) in the market. So place your bets accordingly.