Vishnu

Investing since 2020 | 100% Equity | Employed till 2026 | No Buy or Sell Recommendations | Not SEBI registered.

[Vishnu @SpotValueHQ]

@BaluGorade Mutual funds feel like my comfort zone right now, so I want to step out of it, take some risks, and try stock picking on my own. I'll keep doing this for as long as I have the energy to focus, and after that, I might go for mutual funds.

[Vishnu @SpotValueHQ]

@BaluGorade Hyderabad

[Vishnu @SpotValueHQ]

@TejaswiPalam My wish is get money credited to my account whenever you book profits 😋

[Vishnu @SpotValueHQ]

@pallavsaxena369 Yes, it won’t be growing fast but reasonable growth would be there so it would be interesting for slow and long term investors.

[Vishnu @SpotValueHQ]

📊 Lohia Corp (#LCL) Q2 FY27: Quick Analysis & Verdict

• Topline: ₹594 Cr (+42% YoY)
• Bottomline: ₹77.7 Cr PAT (+48% YoY)
• Order Book: ₹1,993 Cr (All-time high exports)
• Capital Efficiency: ROCE 43.8% | ROE 44.6%

🎯 The Verdict:
Trading at a P/E of ~23.6x with world-class return ratios (~44%) and a ₹2k Cr order book, LCL is an attractive long-term compounder. While FY28 growth normalizes to 10-15%, current prices offer a solid margin of safety for patient long-term holders.

Disclaimer: For educational purposes only. Not financial advice. Always do your own research before investing.

#LohiaCorp #StockMarket #Investing #QuarterlyResults

[Vishnu @SpotValueHQ]

@MFIndiaGyan Yes, bro. But finding a profitable strategy is more important than capital in trading. It is very difficult, which is why very few are successful in trading.

[Vishnu @SpotValueHQ]

@MFIndiaGyan Looks like this guy is making money with trading.

[Vishnu @SpotValueHQ]

@MFIndiaGyan Personally, I have no trading experience, bro. There are traders on social media who seem to be earning a lot based on their screenshots.

[Vishnu @SpotValueHQ]

@oldschoolinvest Valuation theory seems irrelevant for this stock based on how it's traded for years. Still, no stock escapes valuation forever.

[Vishnu @SpotValueHQ]

@Naveen_Banker Minimum 3 years. Okavela 1 year lo neeku kaavalsina profits vasthey book chesukovademey.

[Vishnu @SpotValueHQ]

6.7 Years in the Indian Equity Market (March 2020 – Present):

🎯 Realized Returns (Closed Trades): 21.55% XIRR (73.01% total gain)

⏳ Active Holdings (Open Portfolio): 6.93% XIRR (9.11% absolute gain)

The Realization:

Realized alpha comes from taking systematic profits when the thesis plays out. Active portfolio XIRR naturally dips when accumulating quality compounders in quiet consolidation phases.

Real compounding requires sitting through the boring multi-quarter range-bound cycles. 📈📉

What’s your biggest portfolio takeaway from this cycle? 👇

#StockMarketIndia #Investing #Nifty50 #XIRR #WealthCreation #Sensex

[Vishnu @SpotValueHQ]

There are only 13,125 minutes of market trading left in 2026.

That’s 13,125 minutes for traders to take extreme mental stress... and for investors to spend 3x that time staring at their portfolio doing absolutely nothing. 😂📉

Are you trading the final 35 days? 👇

#StockMarketIndia #TradingHumor

[Vishnu @SpotValueHQ]

@TejaswiPalam 🙌😂

[Vishnu @SpotValueHQ]

@rutu609 Yes, if I borrow some money from them 🤣

[Vishnu @SpotValueHQ]

@TejaswiPalam

[Vishnu @SpotValueHQ]

@TejaswiPalam ☹️

[Vishnu @SpotValueHQ]

@Ram50267795 next time shop ki vellinappudu icecream tinaku bro, daani vallaney ee problem 🙂

[Vishnu @SpotValueHQ]

@ShaliniRaoSays @hariniv2505 @hkvankadaru @Karthik70195672 @BiswaThinks @Riz_Capitaledge @NVijay0805 @Prouspering @sarang_contra @Mf360WW @AnkitFinAlpha 👍