Gaurav Tanwar

nothing in this timeline is a recommendation. please do your own research. thanks for reading

[Gaurav Tanwar @bawabehtreen]

Finally pulled the trigger on yash highvoltage. Too many positive signals were hard to ignore. Though I have bought a bit late should have done this below 700.

[Gaurav Tanwar @bawabehtreen]

💯

[Sekhar @LearningEleven]

Friday refresher

Hunting for new stock ideas is overrated.

Doing a deep dive to build the conviction to significantly increase the allocation to an existing portfolio holding is underrated.

The best ideas don’t create extraordinary wealth by themselves, position sizing does.

[Gaurav Tanwar @bawabehtreen]

@Prayaan25 @SureshKBN @manikanth2304 What do you think about governance issue?

[Gaurav Tanwar @bawabehtreen]

Whats up with raymond

[Suresh K @SureshKBN]

Thanks to @manikanth2304

[Gaurav Tanwar @bawabehtreen]

Riding the high pe wave

[Gaurav Tanwar @bawabehtreen]

@Manojeet_Das What fundamental changes you see happening which can change course of IT?

[Gaurav Tanwar @bawabehtreen]

If you have skewed pf like mine where top holding allocation is at least 20% then the top stock must work. I have been very lucky with mine which is sg mart holding more than a year.

[Gaurav Tanwar @bawabehtreen]

Telegram blockade should keep the feed clean for few days

[Gaurav Tanwar @bawabehtreen]

@phreakv6 Cool. I wrote about this deeptech play. Would be grateful if you could share thoughts on my process.
https://t.co/STTrrdI4bt

[Gaurav Tanwar @bawabehtreen]

ALL TIME HIGH

[Gaurav Tanwar @bawabehtreen]

@neeraj_jain2000 @shiladitya4u That is a very shallow understanding. You have to understand Aeroflex has exclusive contract with vertiv. Both have manufacturing plants side by side in Pune. Such synergy and growth visibility are rare. I wouldn't be surprised if it re-rates to 200 pe

[Gaurav Tanwar @bawabehtreen]

ALL TIME HIGH

[Gaurav Tanwar @bawabehtreen]

Bhagya on the move

[Gaurav Tanwar @bawabehtreen]

@abdua08 How did you build such high capital to invest?

[Gaurav Tanwar @bawabehtreen]

Shree refrigeration. I passed on it around the price of 210. Instead I decided to invest in infollion. Shree up 80% while infollion down 30%. Do I regret it, yes. Will I do it again, hell yes. Need to take anti-fomo tablets on regular basis

[Gaurav Tanwar @bawabehtreen]

mr india are back at it. Barely holding the line

[Gaurav Tanwar @bawabehtreen]

Ye sab buyers kal mr India banke gayab honge aur inki jagah itne he sellers aa jayenge lower circuit leke

[Gaurav Tanwar @bawabehtreen]

Another deeptech play like sedemac. If sedemac stock delivers exceptional returns then all such deeptech play will have no choice but to list in the markets.

[ET NOW @ETNOWlive]

South Central | #Exclusive: India's Deeptech Story Is Heating Up

Bengaluru-based Ethereal Machines has raised $28.5 million in a Series B round, one of the largest recent growth-stage bets on India's advanced manufacturing sector.

Can deeptech startups help India move from being the world's back office to its factory floor?

Kaushik Mudda, Co-founder & CEO of Ethereal Machines, joins us to discuss the opportunity ahead.

@JudeSannith24 @MuddaKaushik @etherealmachine

[Gaurav Tanwar @bawabehtreen]

@tsatwork Indirectly saying to invest after 6 months 🤣

[Gaurav Tanwar @bawabehtreen]

Blatant AI posts without oversight. Company details and promoter name are wrong.

[Front Wave Research @frontwave_]

🟢 NRB Bearings Ltd (NRBBEARING)

🔓 Promoter Pledge Reduced From 31.64% to 11.42%

NRB Bearings slashed its promoter pledge from 31.64% to 11.42% via a block deal that released 19.6 million shares, pre-paying loans to Tata Capital and Aditya Birla Capital.

📉 The company, already carrying net debt/EBITDA of just 0.19x and on a trajectory of expanding EBITDA margins, deepens its governance hygiene by reducing encumbrance on promoter holdings.

🚀 The sharp reduction in pledged shares strengthens investor confidence, improves corporate governance perception, and enhances balance sheet quality.

📊 MCap: Rs. 3,613 Cr
📈 EV/EBITDA: 13.99
🎯 ROCE: 18.56%

[Gaurav Tanwar @bawabehtreen]

Prices increased due to west asia war may not come down

[Gaurav Tanwar @bawabehtreen]

@Sanskar82394057 @nkumar3010 @WesternRly @Deendayal_Port @sanghaviharsh @MuskaanBangani @AshwiniVaishnaw Is kalyani going to manufacture ISO containers? I have not seen any mention of it in result commentary