Rajesh S

Equity Investor, Identify early opportunities. turnaround Businesses

[Rajesh S @Sr74S]

@JanhaviNilekani when we see the crowds in tourist places, temples, trains/airports, public places; infrastructure unable to support the existing population, increasing expenditure on welfare, people will naturally be triggered by talk of encouraging 3rd child.

[Rajesh S @Sr74S]

@brookeabees Carlos top level may be better than Jannik. Jannik base level is higher. When conditions suit Carlos, he reaches final, else he loses early . Jannik more often even when below par makes finals. these 2 meet only in finals. where it is red hot carlos vs avg-red hot Jannik

[Rajesh S @Sr74S]

@Certinfy A little bit of variation and change of strategy would have seen Sinner win in 3 or 4 sets. Unfortunately, he played dumb with no Plan B. credit to Djokovic though that he executed well . He started strong even today, but Carlos varied pace/trajectory/angles and turned it around

[Rajesh S @Sr74S]

@KommawarSwapnil key word "upto", just like discount sale labels, this will be only for few people under some specialized stream.

[Rajesh S @Sr74S]

@MarkRob84 @vagitableunited @ev_edward2 @PhaedraXTeddy @mama00007777 @_DOGPOOL_ @_Power_Broker_ @ayfer_levent @carlachrisellis @DemocraticWins @DemartinFl19193 @CoronaWall @CharmenRose1 @CarlaCo92330391 @Bea08110 @antony_cra57455 @antonel87411901 @AmbranoS @akazlev maybe you have a kind heart, but this is a total misunderstanding of the situation. Elephants love bathing in water and these are domesticated elephants and this is a fun activity for the elephant.

[Rajesh S @Sr74S]

@MohiniWealth CAR

[Rajesh S @Sr74S]

@CNBCTV18Live #stltech amidst the hope for turnaround, this court case in the US is the biggest overhang. a smarter management would have possibly settled this issue by now

[Investing @ Prakash @Prakashplutus]

Its not about me 👇

Having survived the 2008 Nifty crash, with a decline exceeding 65% & weathered numerous smaller corrections of 15-30% in subsequent years,

I remain resilient as an investor. These minor market fluctuations no longer unsettle me & I have seen worst 💚

However, I recognize the big challenges we are facing due to 50% tariff Many individuals will lose their jobs abruptly, and countless businesses will face bankruptcy.

While investors have the flexibility to sell
& buy at will , business owners and employees often lack such options .

I can feel the pain , because I have friends across the industries and they are in trouble .

[Rajesh S @Sr74S]

@145 @1188 #exicom poor Q1 results. as expected. difficult to predict bottom, but I assumed pref. issue price of 143 would be reasonable. results improvement from Q3 only. remains an attractive bet on EV trends, but mgmt. execution is the key. my exp. with #hfcl has been mixed.

[Rajesh S @Sr74S]

added #exicom @145 and #cyient @1188 . buy futuristic sector companies with clear strengths when they are facing temporary headwinds and at low price. 2nd time entry in #exicom . Q3 onwards should see business improvements in both, so could see minor corrections also from here.

[Rajesh S @Sr74S]

@AkKh34753 entry price matters, dont see much downside at cmp 197. Keeping 2900 cr rev, 11% OM as a base, a strong candidate for revenue/margin improvement and operating leverage benefit over the next 2-3 years. Co. business model/initiatives look promising -> safer bet in IT sector.

[Rajesh S @Sr74S]

looked at #digitide , valuations good, sector/future/management promising. but need more clarity about their revenue run rate and margins after accounts/projects/customer rationalization, recent hiring costs etc. will wait for Q1 26 results for better clarity.

[Rajesh S @Sr74S]

#deepinds excellent Q1 to start the year, expect a series of improving QoQ results, have won new orders since I last posted. I think management is making the right moves here

[Rajesh S @Sr74S]

added #deepinds at 445. expect to see a series of improving results QoQ for the next 4-5 qtrs at least as new investments/contracts start contributing. management has been aggressive in identifying opportunities. leader in niche sector

[Rajesh S @Sr74S]

re-entered #exicom @145, 3rd in a series of reentries after #stltech and #sammaancap. most negatives priced in. lot of ways the company can grow- EV, telecom, Datacenter, BESS. Q3/Q4 onwards to see- macro tailwinds(EV infra, BharatNet), Tritium scale-up, new capacity .

[Rajesh S @Sr74S]

#datacenter and digital storage theme, my 2 bets are #esconet -microcap with big potential, could be a complete solutions provider and #stltech - OFC sector leader in a turnaround situation, attractive valuation. disc: invested at lower levels

[Rajesh S @Sr74S]

added #esconet at 170 and additional quantity at 200. capabilities/operations are small as of now. but vision and initial steps look promising. needs a long term view. has potential to combine best of #netweb and #e2e . Risk/Reward seems ok at these levels.

[Rajesh S @Sr74S]

@dogesh_bhai @grok where is this video from?

[Rajesh S @Sr74S]

added #sammaancap at 120. turnaround candidate and improving profitability over the next 2 years. available at cheaper valuation.