@itsnitinverma Sir, please declare your PF :). You used to be the only recognised investor, besides D Muthu, to publish your holdings. Regardless of the churn you make, trust and transparency is always high because you're honest. Can't say the same about every investors here.
@itsnitinverma Sir, did you attend Asafri conference call yesterday? Any feedback? Working capital has improved, but am bit confused aobut their expansion plans. Are you a buyer now?
@itsnitinverma I picked it after your first tweet :) Thanks a ton for sharing your insights Sir. It has now run up, do you think there is a room for more upside?
@itsnitinverma Sir, Hubtown march ownership shows dip in promoter as well as FII, and retail up. What does this indicate? Also, is your conviction now same on Hubtown as it was earlier?
@itsnitinverma Was actually surprised not to see a rally on Asarfi after the results. From Q1-Q3, they have made a net profit of βΉ12.98 Cr, which is nearly 20% higher than its entire FY25 profit. Still the cheapest of all hospital stock... Hard to predict the market :D
@itsnitinverma Totally agreed, sir. Btw, when you are planning to share your list of current portfolio, as you always do? Very keen to see new additions, or omissions from the list :)
@itsnitinverma This is great! Valiant posted excellent results.
Any reasons you can see for almost 20% sudden fall in Marble City? I can't find any... Are you still tracking?
@itsnitinverma Honestly, youβre the only fin influencer Iβve seen who openly calls an sfade a fade. No product plugs (makes you free from obligation to say/not say), no hidden agenda - just honest takes on the market. Rare on this platform and super helpful. Hope you never change.