Jayesh_AB

Finance professional; Avid Golfer; Vendanta follower. Eternal optimist | Art of equity investing.
Stocks/retweets are for academic purpose only.

[Jayesh_AB @AbJayesh]

@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.

[Jayesh_AB @AbJayesh]

Innomet Advanced materials...

Lengthy but excellent read; essential if one needs to build conviction 👍

[Aishvik @Aishvik361675]

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

[Jayesh_AB @AbJayesh]

Arham seeking approval to move to NSE mainboard..

[Wegro App @wegro_app]

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

⚡️Instant stock alerts on WhatsApp - Try FREE 👉 https://t.co/PdwQDWbXUY

[Jayesh_AB @AbJayesh]

@aditya942000 Ab yeh routine ho gaya hai...
Better to buy after results and sell before next results...

[Jayesh_AB @AbJayesh]

End of season Sale...

[Jayesh_AB @AbJayesh]

@Atulsingh_asan Fantastic quote 👍

[Jayesh_AB @AbJayesh]

Growth in sales, opm, eps....

[Jayesh_AB @AbJayesh]

Management standpoint...

[Jayesh_AB @AbJayesh]

@Atulsingh_asan Obesity

[Jayesh_AB @AbJayesh]

Preferential.....

[Jayesh_AB @AbJayesh]

👍

[Nilesh Shah @NileshShah68]

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.

[Jayesh_AB @AbJayesh]

@DivyaDeshmukh05 Hearty Congratulations on becoming Fide World Cup champion and 88th Indian GM 💐💐

[Investing @ Prakash @Prakashplutus]

Dont travel to countries which are against India .

They will cry like he'll, without Indian tourists.

[Jayesh_AB @AbJayesh]

@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..

[Jayesh_AB @AbJayesh]

@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"

[Jayesh_AB @AbJayesh]

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

[EquityBulls.com @equitybulls]

Gensol Engineering Ltd addresses recent Credit Rating Downgrades and Outlines Strategic Debt Reduction Plan

@GensolGroup #GensolEngineering #CreditRatingDowngrades #Updates #DebtReductionPlan

https://t.co/nchBqpsdBk

[Jayesh_AB @AbJayesh]

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...

[Jayesh_AB @AbJayesh]

Nibe... 🎯