@ArindamPramnk ✅
It's absolute logic n math.
If your position in 'X' has become 0.5x then that's reality of the day.
To make it 1x again, deploy where you think it will be fastest.
It doesn't matter if it is 'x' or 'y' or 'z'..
End of the day it's pf value, not the stock or the ego.
Here's my latest article on substack with deep dive into Innomet Advanced Materials covering tungsten, backward integration, AS9100D, exports, risks and valuation & usage for defence &aerospace.
#innomet#sme#investing
Check out 👇
https://t.co/LmZiXiBjQV
Arham Technologies Limited is seeking shareholder approval via postal ballot & remote e-voting for the migration of its equity shares from the NSE SME Platform (Emerge) to the Main Board of NSE. This move, planned after 3+ years of listing on the SME platform, aims to broaden investor participation, enhance liquidity, and strengthen market presence. The e-voting period is from June 24, 2026, to July 23, 2026. The company's paid-up equity share capital is ₹21.81 Cr.
📊 ARHAM TECHNOLOGIES LTD | 🏷️ Shareholders meeting
🌐 Details: https://t.co/jAMrO4FFMI
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When Indian Data goes abroad, a data centre opens abroad.
When Indian Data doesn’t go abroad , a data centre opens in India
We must replicate in data center what we did in refining capacities to process the crude.
Data is the new Oil.
@ChanderBhatia01 The apple cart has been disturbed but steadily apples will take places n cart will be set again
In trade dynamics of demand n supply; population and consumption naturally weigh heavy. It also plays part in low cost services n manufacturing
Not a sustainable game for them..
@ankitbahuguna84@niveyshak Your view is correct for money minded people with financial goals.
But, not everyone is money-minded. People have other goals n priorities too.. for them it's prudent n it's there choice too.
"A brilliant solution to the wrong problem can be worse than no solution at all"
Managing short term liquidity n long term ALM is THE job. Also, there is no excuse for corporate governance.
Sunrise sector, dreamy growth prospects, huge orderbook, etc.... Great story
Only spoiler - growth on leveraged money
Many eg from past.. 2008, suzlon, byjus, etc
Started buying in tranches (most corrected / stocks that may give fastest recovery) One does not know the bottom, leave alone timing it..
Buying in tranches will ensure the average is closer to the bottom....🤷
Defence, power, renewable, recycle, epc...