$¶∆₹₹0W 🇮🇳

Techno-Fundamentalist || No Recommendations

The quest to achieve & sustain consistent, supernomal profits.

Stock names r for educational purposes.

[$¶∆₹₹0W 🇮🇳 @OWSM_trader]

The format of the posts by this handle is like this:

1. Name of the company
2. Technical Description of the pattern
3. Fundamental Triggers (if any)

Anything posted is just for Educational Purposes & no recommendation to anyone.

The posts serve as a timeline of studies.

Thx !

[$¶∆₹₹0W 🇮🇳 @OWSM_trader]

@ZNinvesting That's insightful.

[$¶∆₹₹0W 🇮🇳 @OWSM_trader]

Fantastic insights on the energy transition leader.

[Zero Noise Investing @ZNinvesting]

Waaree Energies Ltd:

Capital Expenditure amounting to Rs. 3900 crores for glass manufacturing plant in its wholly owned subsidiary Waaree Green Glass Private Limited for a capacity of 2500 TPD. The Capex will be funded by mix of Debt and Internal accruals.

Link: https://t.co/ClePJNueqb

₹ 25,000+ Cr Capex Planned but, Glass m/f seems to a new entry in the plan.

[$¶∆₹₹0W 🇮🇳 @OWSM_trader]

This is a fantastic compilation of important signals. Good to read.

[Zero Noise Investing @ZNinvesting]

Gamechangers: In this section we would cover massive order wins, capex, breakthrough JVs or products or any such catalysts which have material impact on the business trajectory.

[$¶∆₹₹0W 🇮🇳 @OWSM_trader]

@ZNinvesting This data point is quite interesting to understand the fight between greed and fear and the equilibrium thereof. We should be disciplined and not be driven by fear.

[$¶∆₹₹0W 🇮🇳 @OWSM_trader]

Interesting data point.

[Zero Noise Investing @ZNinvesting]

Conflict is unpredictable.
Markets are not.

Across 12 global conflicts in 25 years, one pattern repeats:

➡️ Panic in the short term
➡️ Recovery in the long term

Sensex has never given negative 3-year returns post conflicts.
Data 👇

[$¶∆₹₹0W 🇮🇳 @OWSM_trader]

-Boutique players with the right leadership, talent, full stack offerings and ability to innovate are likely to see most success.

-Valuations of wealth/alternate cos in India are still at a discount to other capital market segments.

[$¶∆₹₹0W 🇮🇳 @OWSM_trader]

Riding the Wealth Wave

Our Prime Minister’s vision is: “Viksit Bharat @ 2047” - the vision to make India a developed nation by 2047.

[$¶∆₹₹0W 🇮🇳 @OWSM_trader]

In India, while the current market size for wealth and alternates is still small; it has been seeing rapid growth of 20-25% in recent years which is expected to accelerate going ahead.