Chintan

Stock market enthusiast | Risk. Reward. Resilience. | Views are personal, not buy/sell advice. - Under-researched and Underrated Opportunities

[Anuradha Tiwari @talk2anuradha]

Common people are not the ones wasting fuel. They are struggling just to survive.

It’s politicians who waste fuel with hundreds of cars in election rallies & long VIP convoys.

Time to end this entire VIP culture !

[Chintan @chintanchheda]

@VedanttAsawa @Alchemist1320 @Arunstockguru @croreclub @nid_rockz @sriranganek @TheAlpha10X @tsatwork @itsnitinverma @RahulArya7 You might want to check this again.

JM financial Promoter is the promoter of Yuvraaj Hygiene

[Chintan @chintanchheda]

@abhymurarka Interesting

But why did you find this thing so interesting. What's the use case?

[Chintan @chintanchheda]

The Cobra Effect, markets edition.

Raise STT to curb F&O speculation?
Sounds right. Works wrong.
Incentives don’t kill risk — they reshape it.
Speculators adapt.
Hedgers pay more.
Risk doesn’t disappear. It evolves.

Markets don’t obey intentions.
They obey incentives.

[Chintan @chintanchheda]

@AdeptMarket Well said

[Chintan @chintanchheda]

@MeetshahV @ZenNivesh Quote of the decade.

[Chintan @chintanchheda]

#Gold & #Silver seem to be moving from a fundamental rally to a speculative one.

That’s typically my cue to stay cautious and step aside gradually.

[Chintan @chintanchheda]

Our Proprietary Extensive Research on #Gold could conclude with a target price of Rs. 1,000,00 10g of 24k gold (99.9%) Indian Rupee by the year 2025

@chintanchheda

[Chintan @chintanchheda]

⚡️ When regulation looks away, loopholes are born.
When regulation looks too close, markets suffocate.

Welcome to India’s financial paradox.

On one side—
Crypto futures flourishing in the shadows.
Lower TDS, lighter tax slabs, 3x leverage.
Billions flowing through INR-USDT loops.
Exchanges thriving in a regulatory vacuum.
No disclosures. No alarms.
Just profits whispered in Telegram groups.

On the other side—
SEBI tightening the screws on the options market.
Weekly expiries trimmed.
High-frequency traders choked.
Algo engineers watching their careers hang in the balance.
All in the name of “protecting retail”—
even as 95% already lose money in leveraged games.

Do you see the irony?
Speculation isn’t dying.
It’s migrating.

💡 History repeats itself:
When stock markets were over-regulated, grey markets thrived.
When banks raised walls, NBFCs filled the gaps.
When gold was restricted, smuggling flourished.
Now—
when Dalal Street is over-policed,
crypto alleys absorb the chaos.

Because capital is like water.
It doesn’t argue. It doesn’t protest.
It simply finds the path of least resistance.
And today, that path is written in code, not ink.

🎬 This isn’t about crypto vs SEBI.
This is about incentives shaping destiny.
Tax codes write the script.
Regulations set the stage.
And traders?
They’re just actors, improvising for survival.

Fear pushes them away from surveillance.
Greed pulls them toward leverage.
And the illusion of safety?
That’s the oldest trick in finance.

So here’s the mic-drop:
👉 Is India really building safer markets…
or just pushing risk into darker corners,
where the shadows grow thicker,
and the stakes grow higher?

#UnlearnFinance #FinancialTruths #LinkedInFinance #CryptoReality #BehavioralFinance #MarketNarratives #ModernFinance #SEBICompliant #ThinkingMoney

[Chintan @chintanchheda]

You're right — growth needs capital. But not all burn leads to scale.
When the cost structure doesn’t improve over time, it’s not growth — it’s leakage.
And in a business where 10-20 bps make a huge difference, fund house discipline does impact investor outcomes.
SIPs need more scrutiny, not blind faith.

[Chintan @chintanchheda]

@vijayshekhar teams that go quiet and build often come back louder than ever.

[Chintan @chintanchheda]

Despite lower revenues, firms like Divi's, Zydus, and Syngene are clocking EBITDA margins comparable to global giants like Lonza and Samsung Biologics.

Efficiency > Scale?

[Raghav Wadhwa @raghavwadhwa]

"CDMO is the biggest theme; select companies can grow 5 times in next 10 years": Madhusudan Kela

🔥Which company from the CDMO space are you betting on?

[Chintan @chintanchheda]

Everyone’s chasing unicorns.
JSW just bought 74.76% of Akzo Nobel India for ₹8,986 Cr —
at a 17% discount.
Painted a ₹12,000 Cr picture.
#AcquisitionAlpha

[Chintan @chintanchheda]

Nifty is above 25,600. Sensex is soaring. Everyone feels like a genius.

But the real story is mid and small-caps underperforming. The market isn't rising; it's narrowing. Don't let the headlines fool you into thinking everything is a buy.

[Chintan @chintanchheda]

I asked my HR for a raise.
She offered a wellness webinar instead.
I’m mentally rich now.

[Chintan @chintanchheda]

The IPO was undersubscribed by ambition.

PE firms wanted ₹50,000 Cr. Settled for ₹35,000 Cr.

Now that Vishal Mega Mart is worth ₹62,000 Cr, they’re cashing out fast.

The lesson? Markets may recover. Patience pays.

#ValuationVision #ExitTiming #MarketsDecoded

[Chintan @chintanchheda]

The company is soaring. The promoters are exiting.

Vishal Mega Mart stock is up 66% since IPO.

So why did its PE owners just dump ₹10,220 Cr worth of shares?

Because price recovered after they settled for a lower IPO valuation.

#IPOInversion #MarketMoves #PEExit

[Chintan @chintanchheda]

From ₹70 Cr to ₹62,000 Cr.

Vishal Mega Mart’s real MVP isn’t the PE firms.

It’s the man who turned it around: Gunender Kapur.

Fired, rehired, IPO’d. The company couldn’t let him go.

#LeadershipMatters #TurnaroundTitan #RetailReboot