Dhanasekar TS

In market since 2019, Working in IT, discretionaryＴＲΛＤΞＲ | Discipline & Consistency are the key|Patience Pays|Nifty|Sensex

[Dhanasekar TS @dhanasekar_ts]

@Ashish1Nanda Is 18% interest low?

[Dhanasekar TS @dhanasekar_ts]

@JigarMe12373921 Not even worth checking about this stock at this level man.

[Dhanasekar TS @dhanasekar_ts]

Tweet 1/3
Respectfully on valuations: NVIDIA trades at ~21-24x P/S with an industry-leading ~63% net profit margin, backed by explosive AI demand and strong moat.

By comparison, several Indian companies show even richer pricing relative to their profitability.

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[Sridhar Vembu @svembu]

Price to Sales ratio for big tech (not price to earnings):

1. Nvidia: 20x

2. Apple: 10x

3. Alphabet (Google): 11x

4. Microsoft: 10x

5. Meta: 7.5x

6. Micron: 19x

As Scott McNealy of Sun Micro said back on 2002: "At 10x revenues, to give you a ten-year payback, I have to pay you 100% of revenues for 10 straight years..."

This is an insane bubble, even bigger than 1999.

[Dhanasekar TS @dhanasekar_ts]

Tweet 3/3
NVIDIA remains the clear king in its domain — its technological lead and profitability look secure for years until a credible challenger emerges (not visible yet).

Valuations matter everywhere. Curious about your views on this. #Investing #Valuation

[Kirubakaran Rajendran @kirubaakaran]

If you are wondering how to get started with Ai + Trading, try doing this 👇

There is a 8 years old 360 pages of research paper published in SSRN portal. You can download it here

https://t.co/U8quh5FczA

Try using any ai tool like Claude, Gemini or ChatGPT to break it down and formulate rules based on that to adapt to Indian markets.

You will be surprised with its results.

[Dhanasekar TS @dhanasekar_ts]

@moneyworks4u_fa Yes Sandeep I had the same dream . For that ruppee should stop falling.I even tried to fact check with chatgpt. It's very hard to reach this despite so much initiative to reduce oil import , horizontal integration in manufacturing, improve manufacturing export and move to EV.

[Dhanasekar TS @dhanasekar_ts]

@aravind You are an utter liar.
If USD lose global purchase power compared to the INR, why does $1 USD buy 36% MORE Euros today than it did in 2008 (€0.86 vs €0.63), while ₹100 INR buys 40% FEWER Euros today than it did back then? The data literally shows the USD grew, Inr weak

[Dhanasekar TS @dhanasekar_ts]

@_KiranRajput @RamPatil158796 I have tembo(10L) too in my portfolio which has only 9 stocks.

[Dhanasekar TS @dhanasekar_ts]

@kirubaakaran Are you still doing only expiry? I saw a few days ago you posted a P&L screenshot which has trades almost everyday. Just curious to know whether AI helped to figure out the edge for other days.

[Dhanasekar TS @dhanasekar_ts]

@rohaninvestor I am holding saatvik. Same business available at forward PE of 7. Same kind of ROE and ROCE. PE is way lesser than this. Forward PE is 7.

[Dhanasekar TS @dhanasekar_ts]

@saketh1998 Check the performance of all the markets from 2019 to now. India is second to the US. US is taken over only because of AI. All other markets performed lower than India. We ran a lot till 2024. Valuations are so high still . That's the reason. There is no problem with the macros.

[Dhanasekar TS @dhanasekar_ts]

@Ashish1Nanda @kotakneosupport @Ashish1Nanda Thanks for responding. I couldn't DM you. But sent my client code to @kotakneosupport and asked them to pass on to you.

[Dhanasekar TS @dhanasekar_ts]

@Ashish1Nanda @kotakneosupport

I have raised a request for RM change 2 weeks back. After so many calls and many email follow up, still that's not happening. What kind of support is this?

[Dhanasekar TS @dhanasekar_ts]

@moneyworks4u_fa Don't cut them off in your life. They are the real motivators. Everyone in this industry faces this problem. They will come to you later after realising they need you more than you need them. Just hold on.

[Dhanasekar TS @dhanasekar_ts]

Because of government PLI schemes , manufacturing especially solar, EPC and semicon related has higher growth and profit percentage. Due to tax reduction and PLI schemes , it generated huge cash despite the huge capex. For nyext 5 years these industries will shine in India.

[Dhanasekar TS @dhanasekar_ts]

https://t.co/HqPBHzi3sl My take on the private banking industry due to IT mass layoffs. Might not be a big hit. But eventually it will have to face the unsecured lending slippages. Don't even go near IT and real estate any time sooner. Manufacturing has the high win chances.

[Dhanasekar TS @dhanasekar_ts]

@kotaksecsupport Pls connect with me only if you have doubt. Just give me solutions,if not please. Don't bombard me with calls.

It's a waste of time and resources for both of us.

[Dhanasekar TS @dhanasekar_ts]

@kotaksecsupport @Ashish1Nanda

Why does kotak have a much higher hair cut than zerodha? Below is the difference.

Large caps -3-4%
Mid caps - 5-6%
Small cap - more than 10%

Even gold bees have a 1% higher hair cut than zerodha.

[Dhanasekar TS @dhanasekar_ts]

@kotaksecsupport Did we come to any conclusion? These are very basic things. If you say something, I can evaluate my decision.

[Dhanasekar TS @dhanasekar_ts]

@kotakneo @Ashish1Nanda

Neither I could pledge nor I could unpledge these shares even after T+2,

Kotak is not up to date I guess. I hope we have next day settlement.

One more issue, I want to buy liquid mutual fund , can I do RTGS as my account is joint account.