Aditya Jain

[Harsh Goenka @hvgoenka]

WAYS TO RESPECT YOURSELF;

Not told = Don’t ask

Not invited = Don’t go

Left out of plans = Move on

Feeling used = Set boundaries

Taken for granted = Value yourself

Ignored messages = Stop reaching out

Constantly explaining = Stop justifying

Feeling unappreciated = Distance yourself

[Advait Arora @WealthEnrich]

12 listed water infrastructure firms mapped by their strongest speciality within the water value chain:

#Stockstowatch

💧 Industrial pumps: Kirloskar Brothers
💧 Solar water pumps: Shakti Pumps
💧 Progressive cavity pumps: Roto Pumps
💧 Water & wastewater treatment: VA Tech Wabag
💧 Ion exchange & water treatment chemicals: Ion Exchange (India)
💧 Water infrastructure EPC: EMS
💧 Micro irrigation: Jain Irrigation Systems
💧 Plastic piping systems: Astral
💧 CPVC piping systems: Prince Pipes
💧 Ductile iron pipes: Electrosteel Castings
💧 Large-diameter water pipelines: Welspun Corp
💧 Industrial pumps & valves: KSB

This mapping is based on what I believe is each company's strongest area of expertise. Many of these businesses operate across multiple segments.

[𝕏 Travels, Hotels and Resorts @em3dia]

Most people’s summer escape across Europe itineraries are almost universally hijacked by the same handful of over-commercialized mega-cities. They queue for hours outside the Colosseum in Rome, brace themselves for the shoulder-to-shoulder scrums of Prague’s Charles Bridge, or accept inflated prices as a mandatory tax along the canals of Venice. While those grand monuments are essential cultural milestones, the true, creative heartbeat of contemporary European life unfolds when you break away from the commercial algorithms.

If you want safety, culture, and amazing value, save this ultimate bucket list:

🇵🇱 1. Warsaw, Poland (The Complete Package)
Hands down my number one! Warsaw is beautiful, safe, clean, affordable, modern, and incredibly livable. No other city in Europe combines quality of life and value for money better.

🇸🇮 2. Piran, Slovenia (The Slow Travel Dream)
Probably the best place on Earth to slow down. Wake up right by the Adriatic Sea, grab a coffee, wander through the historic old town, eat fresh seafood, and completely forget what day it is.

🇭🇺 3. Budapest, Hungary (The Perfect Weekend)
If someone asks me for the perfect European weekend trip, I always say Budapest! Stunning architecture, relaxing thermal baths, great food, and amazing value for money.

🇧🇦 4. Sarajevo, Bosnia & Herzegovina (The History Masterclass)
You will learn more about European history here than anywhere else. The breathtaking mix of cultures, religions, and recent history makes it one of the most fascinating places on the continent.

🇲🇩 5. Chișinău, Moldova (The Big Surprise)
One of Europe's least-visited capitals and a total hidden gem. Expect massive green parks, wide boulevards, an incredible local wine culture, and a unique charm most tourists never experience.

🇱🇻 6. Riga, Latvia (The Underrated Capital)
Still so slept on! Riga offers stunning Art Nouveau architecture, an amazing quality of life, and pristine nature sitting right on its doorstep.

🇷🇴 7. Bucharest, Romania (The Grower)
It might not be love at first sight, but give it time. The nightlife here is completely unmatched, the streets have raw character, and the more time you spend here, the more it grows on you!

🇨🇿 8. Brno, Czech Republic (The Authentic Vibe)
Prague is incredible, but Brno feels way more authentic and livable. It has amazing café culture, high student energy, and a city that doesn't feel like it’s performing for tourists.

🇭🇷 9. Zadar, Croatia (The Crowd Escaper)
All the beauty of Croatia's stunning coast without the crushing crowds. Expect mind-blowing sunsets, crystal-clear water, and a much slower, peaceful pace than Split or Dubrovnik.

🇩🇪 10. Nuremberg, Germany (The Bavarian Classic)
A gorgeous city packed with a medieval old town, legendary beer gardens, and a super relaxed atmosphere. Bavaria is easily my favorite region in Germany!

🎥 lukepatrickh | IG

[RJ Stocks @RakJhun]

Mutual Funds Sahi Hai! 101 equity mutual funds have doubled investors' money in 5 years; 4 did it in just 3 years. https://t.co/cBvLftzjyf

[RJ Stocks @RakJhun]

Good to Buy BSE 30 Momentum stocks before Mutual Funds launch? The new launches by Motilal Oswal (3rd-17th July) & Mirae (6th-13th July) are expected to be a success & raise 1000s of Cr because of the past returns of Index. Funds will be invested in the 30 stocks & cause a surge?

[Kalpen Parekh @KalpenParekh]

A global portfolio

[Rakesh Agrawal @RakeshSFNYC]

Samosa factory. Quite different from how I used to make them.

By which I mean mom did most of the work and I filled the samosa and sealed it.

@pitdesi

[Citizen @Chandankr2018]

Upcoming PCB capex of Syrma, Kaynes and Amber and their timeline.

[RJ Stocks @RakJhun]

The BSE Midcap 150 Momentum 30 Index (Passive Fund) has outperformed the Bandhan Small Cap Fund (Active Fund) on all time frames. In 5 yrs, the Momentum Index gave 30.4% CAGR while Bandhan gave 23.06%. Nifty gave only 9.88%. Presumably, in Bear markets, momentum may underperform.

[Latha Venkatesh @latha_venkatesh]

This brought tears to my eyes. May his tribe increase!

[RJ Stocks @RakJhun]

The BSE Midcap 150 Momentum 30 Index is able to consistently outperform (27.7% over 15 years & 35.5% over 7 years vs 16.5% & 20.6% respectively for BSE Midcap 150) because its systematic Quarterly rebalancing enables it to stay with trending stocks while jettisoning sleepy ones.

[संdeep @_beingsandip]

India's Precision Aerospace sector is accelerating fast!

Global OEMs are actively seeking reliable, qualified alternatives to China and India is delivering on both capabilities and scale.

Sector watch:
→ #Azad: 4 OEM plants advancing (₹180-190 Cr capex). 8 yr single source with Mitsubishi Heavy; aero engine & nuclear wins.
→ #Aequs: ~$889 Mn order book. Vertically integrated SEZ supplying Airbus, Boeing & Safran.
→ #Dynamatic: Scaling A220 doors, 4x facility expansion, targeting 10 shipsets/month by CY28.
→ #Sansera: First Indian player on Airbus ICTM. FY27 guidance ₹550-600 Cr at 25-30% margins.
→ #Unimech: Hobel Bellows acquisition + Saudi JV, broadening into adjacent verticals.
→ #PTC/Aeroloy: Titanium & superalloys for Safran LEAP, BrahMos, Blue Origin BE-4.
→ #Sigma/Nasmyth: 7-yr £300Mn Rolls-Royce LTA, UK-to-India work transfer.

The ecosystem is maturing fast, mirroring EMS's early buildout phase. Strong runway ahead but valuations already price in a lot. Execution is the variable to watch.

Not investment advice. @_beingsandip

[Ankush Prajapati @Mf360WW]

Top 10 PMS in India 2026: A performance dashboard for informed investors.

Source: PMS AIF WORLD

[Normal Guy @Normal_2610]

Speed at which some Indian companies have moved from qualification to winning single-source long-term deals with global majors

Serious push into vertical integration (especially titanium/superalloy melting) - this was a missing piece earlier.

Diversification into adjacent high-value areas (nuclear, space, oil & gas) using the same capabilities.

The combination of civil aerospace + defence + exports creating multiple growth drivers at once.

Global aerospace OEMs are actively diversifying supply chains away from over-reliance on any single country (China+1 + post-COVID lessons).

India has successfully crossed the qualification barrier in high-precision, high-reliability components (engine parts, airframe structures, castings). This is not easy - aerospace has extremely high entry barriers.

The Thing is Due to COVID + CHINA Problem, Diversification is mandatory :) For Any Supply Chain Risk

[Balu Gorade @BaluGorade]

Prashant Jain spent 31 years at HDFC MF. Then launched 3P PMS and AIF.

Sunil Singhania spent 22 years at Reliance/Nippon MF. Then launched Abakkus PMS and AIF, and later a mutual fund.

Samir Arora built his reputation at Alliance Capital. Then launched Helios PMS, and later a mutual fund.

Kenneth Andrade spent nearly 10 years at IDFC MF. Then launched Old Bridge PMS and AIF, followed by a mutual fund.

Pankaj Tibrewal spent 14 years at Kotak Mutual Fund. Then launched IKIGAI PMS and AIF.

Vikas Khemani spent 17 years at Edelweiss. Then launched Carnelian PMS and AIF.

Madhusudan Kela spent 16 years at Reliance MF. Then launched MK Ventures PMS.

Prashant Khemka spent 17 years at Goldman Sachs. Then launched White Oak PMS and AIF, and later a mutual fund.

The trust they built over the years helped them build something of their own.

[GrowthEdge @growth_edge_]

Top-performing funds over the last decade weren't limited to one category.

Small Cap, Mid Cap, Flexi Cap, ELSS, and Large & Mid Cap funds all feature in the Top 25.

One interesting trend: Quant Mutual Fund has the highest representation in the list, highlighting its strong long-term performance across multiple schemes.

Past performance is not indicative of future returns.

[Advait Arora @WealthEnrich]

BSE 500 stocks hitting fresh 52 week highs today 📈

Adani Energy Sol 📈 ₹1,653
Apollo Hospitals 📈 ₹8,927
Cempro 📈 ₹1,541
CGCL 📈 ₹246
Cholamandalam Fin 📈 ₹1,868
Delhivery 📈 ₹516
Granules India 📈 ₹871
Grasim Industries 📈 ₹3,203
HFCL 📈 ₹226
IndusInd Bank 📈 ₹1,015
JB Chemicals 📈 ₹2,403
L&T Finance 📈 ₹337
Phoenix Mills 📈 ₹2,119
Radico Khaitan 📈 ₹4,126
Schneider Electric 📈 ₹1,506
Torrent Pharma 📈 ₹4,850
Zydus Life 📈 ₹1,153

[RJ Stocks @RakJhun]

Raymond is diversifying into defence & aerospace & has appointed Bhanu Prakash Srivastava, CMD of BEL, as CEO-Defence. During 4 decades at BEL, Bhanu Prakash tripled market capitalisation from ₹51k Cr to ₹1.5 lakh Cr, secured ₹55000+ Cr in new orders & launched 100+ products.

[RJ Stocks @RakJhun]

Investors with an appetite for risk may find the BSE Midcap 150 Momentum 30 Index too good to resist. It has given 27.7% CAGR in 15 years. It has heavily outperformed its parent BSE Midcap 150 Index which has given 16.49% in same period. Nifty is no match with only 11.44% return.

[Yatin Mota @yatinmota]

AEQUS - Nuvama Initiates buy with target of Rs 444 per share; upside of 86%

Aequs is a vertically integrated Aerospace play