Learner4Life

Not an expert.. Learning everyday..

[Learner4Life @_learner4life]

@INDOGLOBALDESK Fundamentally, everything seems good with KRN. Their new facility is live which can do 4x more revenue. Plus they are planning for new facility in Bangalore to cater to datacenter demand from south.

[Learner4Life @_learner4life]

@aditya942000 Fundamentally, everything seems good. Their new facility is live which can do 4x more revenue. Plus they are planning for new facility in Bangalore to cater to datacenter demand from south.

[Learner4Life @_learner4life]

@investwithyash_ Fundamentally, everything seems good. Their new facility is live which can do 4x more revenue. Plus they are planning for new facility in Bangalore to cater to datacenter demand from south.

[Learner4Life @_learner4life]

@MotwaniSaksham Fundamentally, everything seems good. Their new facility is live which can do 4x more revenue. Plus they are planning for new facility in Bangalore to cater to datacenter demand from south.

[Learner4Life @_learner4life]

@knifebully Fundamentall, everything seems good. Their new facility is live which can do 4x more revenue. Plus they are planning for new facility in Bangalore to cater to datacenter demand from south.

[Learner4Life @_learner4life]

@ShridhantS Fundamentally, everything seems good. Their new facility is live which can do 4x more revenue. Plus they are planning for new facility in Bangalore to cater to datacenter demand from south.

[Learner4Life @_learner4life]

Hope the retail does not get sucked into Indian Oil Tankers allowed to cross Hormuz news. It solves for bit for availability, but does not solve for price & resulting economics impact. @_anujsinghal @AnilSinghvi_

[Learner4Life @_learner4life]

If crude stays around $100/barrel, under-recoveries for India’s OMCs could be ~₹10–12 per litre. Estd monthly impact:
• IOCL: ~₹7.5K Cr profit → ~₹2K Cr loss
• HPCL: ~₹2.3K Cr profit → ~₹1.3K Cr loss
• BPCL: ~₹3.2K Cr profit → ~₹1.1K Cr loss
@CNBC_Awaaz @ZeeBusiness

[Learner4Life @_learner4life]

@ChennaiIPL And Abhigyan Kundu

[Learner4Life @_learner4life]

@ChennaiIPL Vaibhav Suryavanshi

[Learner4Life @_learner4life]

@Iamsamirarora @Iamsamirarora Sir, request you to consider launching a Multicap Fund. My learnings from you:
1️⃣ Nobody knows everything beyond a point
2️⃣ Thus, Active managers should have some discretion (~25%), not 100%
3️⃣ Constraints force research teams to find good stocks in tough markets

[Learner4Life @_learner4life]

@Iamsamirarora Sir.. Are you planning to come out with Multicap Fund anytime soon? A lot of us will be really interested to invest in that.

[Learner4Life @_learner4life]

@Iamsamirarora Happy birthday, Samir Ji.. How about launching/announcing a Multicap Fund from Helios on this occasion 🫠. Wishing a smashing day & a fabulous year ahead 😀 👍

[Learner4Life @_learner4life]

@Iamsamirarora Great. Please consider launching a Multicap Fund soon 🙏

[Learner4Life @_learner4life]

@Iamsamirarora Yes. Your Flexicap, Large-Mid and Midcap Fund are all good. Not just performance but the approach itself. Multicap Fund will ensure we just don't have to go anywhere else

[Learner4Life @_learner4life]

@BMTheEquityDesk AI disruptions are for real. Even as per capitalism, these disruptions are par for course. Problem is majority of our population does not want to educate itself. There is no shortage of free quality resources today. Degrees don't matter. Those who learn, will eventually be fine

[Learner4Life @_learner4life]

@grok @CRED_club Thanks @grok & @CRED_club for choosing me and saving me from "minimum payment" wilderness 🫠

[Learner4Life @_learner4life]

@VVVStockAnalyst Is this with leverage or without?

[Learner4Life @_learner4life]

@BMTheEquityDesk Will it not make flying financially unviable for most (increasing depreciation because of significant reduction in years of usage). Airline industry has strict compliance & maintenance protocols. It still has extremely low accident rate when compared to cars.Are we over-reacting?