Hemnt

Guts & Glory||

[Deepak Pandey @fyiitsdeepak]

@niveyshak Interesting company:-

https://t.co/5chm3pQaYT

[Nicholas Fabiano, MD @NTFabiano]

Watching short-form videos deactivates key brain regions for cognitive control.

Your “stop” button goes offline.

[Hemnt @chimpdrag]

@sudheep8531 Study --INDO MIM

[Hemnt @chimpdrag]

@ujwal_kr Sambhav steel

[Abhishek Bansal @bansalabhishek5]

Views & Disclaimer (8)

➡️ Management touts its R&D capabilities, INR 5CR/year (approx 4% of rev), tech/engineering capabilities (R&D headed by management with strong credentials), as a key competitive moat.

➡️ Current IPO Valuations are attractive with a good risk/reward metric, compared to the peers.

➡️ Most exciting part is the growth led by the growth of electrical components, key to track will be growing mix of components & approvals by RDSO, which can potentially increase the content/locomotive and TAM for the company for further rerating.

➡️ Will update my DCF as I build further visibility around it.

➡️ Disc: The post is purely for educational purposes, not a buy/sell recommendation. Please do your own due diligence before investing. I am not SEBI Registered.

#ICElectricals #ICELCO #ICElectricalscompany

[ishmohit @ishmohit1]

Clear EV push coming in by the government

Understand the entire ecosystem at @soicfinance under L6 course

[Balu Gorade @BaluGorade]

It took me years to understand that financial loss in the market is a small loss, the real loss is opportunity loss.

- Madhu Kela 😍

[KnowledgeX @SudhirN94847744]

Survival is key to creating wealth in stock markets. ⤵️

[tama 💊/acc @tama_eacc]

𝘗𝘳𝘦𝘴𝘴𝘶𝘳𝘦 𝘪𝘴 𝘢 𝘱𝘳𝘪𝘷𝘪𝘭𝘦𝘨𝘦.

[Deepak Pandey @fyiitsdeepak]

Goodluck India- The scale up has just begun with the core business (single digit margins) getting launched into another orbit from FY27 with a 30-35% EBITDA margins growth lever finally building in revenues - Plant booked for 2+ years.

#goodluckindia #goodluckdefence

[Ashish Chugh @hiddengemsindia]

Many investors may be able to identify and buy good stocks at good valuations but handling volatility & drawdowns is a most important trait for wealth creation through equities !

[Vivek Mashrani, CFA @MashraniVivek]

As Manish Chokani says, look for companies whose future profits could equal today's market cap. 📈

That's where true multibagger opportunities are created. 💰

Credit: Clip from @ndtvprofit

#stockmarket #Investing

[Rajeev Desai @rajuidesai]

So the worst part for investor in Bear Market is, experts who are negative in their view.
Can you invest in stock when they are cheapest, listening to so called experts etc or any X handle who are always posting blaming government policies?
If you hear or read these people , you are going to miss the most Golden Chance to invest when Excellent Fundamentals stocks are going Cheap!! They will never let you Buy Cheap!! Period!!
Once market is down, they are there to show what went wrong. What government didn't do right etc....
And the worst part is they will keep giving negative reasoning till Bear Market ends....they don't know Bear market has come to an end and Bull Market is about to start...NO Bear market can last for more then 18 months...atleast in India...Not a rule , but that is what I have observed in last 40 yrs from 1985!! And they don't remember that?
We are already seeing stocks already started going up!! Isn't it? Kya yaar, muje dikhta hai, auro ko kyon nahi dikhta....still they are lecturing about , what investor should do and what not to do etc etc....
Bear Markets can't be prolonged for infinite time, particularly for India , when we have economy on Domestic consumption based. Our economy is not export oriented. With 140 Cr Population, India itself have huge demand....
Hardly they talk of valuations which went high, and people still buying at High P/E ratio.
If High P/E doesn't match with high earnings year to year, market will hammer it....we have seen what has happened to such stocks...But they don't talk about that excessive euphoria!!

[Dr. Uday Narang @Uday_Narang_]

Precision engineering in aerospace is the mission-critical foundation of modern flight, where even a tiny deviation in tolerances can drastically compromise safety or engine efficiency. It ensures flawless performance of vital components—like turbine blades, engine casings, and landing gear—under extreme conditions.

India needs to make a big push into this space.

[Hemnt @chimpdrag]

@EyeOn_Trade By mistake I followed you. Now blocking

[Deepak Pandey @fyiitsdeepak]

There's a small company based out of Pune doing incredible work for Global giants and taking a massive leap in capacity along with capability build up- inspired by the likes of Ultra Corpotech, Azad Engineering and Omnitech Engineering.

Will it match the capabilities? #obsc

[Dr. Uday Narang @Uday_Narang_]

Battery Swapping is a game changer and will bring Total Cost Ownership even lower in our Mission of Har Ghar Electric.

https://t.co/EIHnIGjb68

[Hemnt @chimpdrag]

@shutupnaina Come to Jaypee greens greater noida.

[Uday Kotak @udaykotak]

Google which is cash surplus, just announced an additional capital raise of $80 bn.
Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together.
It’s a wake up call to all companies to invest into the future, whatever the present maybe.
Now that IPL is done and dusted, time for India to focus on business of business.

[Hemnt @chimpdrag]

@ishmohit1 Biggest example for me is Sambhv Steel Tubes Ltd.