Dharmesh Mehta

chasing that one big trade! Not a financial advisor.

[Dharmesh Mehta @dharmeshm1008]

Made highest profit till now in my trading career. 10lac+ 🥂

[Dharmesh Mehta @dharmeshm1008]

Adding more Diamond Power

#diacabs

[Dharmesh Mehta @dharmeshm1008]

Bought Diamond Power

Co of Gautam Adani's BIL

Big win recently for Diamond Power. Discharged in CBI & ED/PMLA cases, unlocking ₹1000Cr+ in assets and ₹900Cr+ in receivables.

#invested #NFA

[Dharmesh Mehta @dharmeshm1008]

Correction: It’s Godavari Power, not Sarda Energy, that holds a 10% stake.

[Dharmesh Mehta @dharmeshm1008]

Deccan Gold Mines
CMP: 198

• Jonagiri Gold Mines (31% held by Lloyd Enterprise) is nearing commercial production.

• Sarda Energy holds a nearly 10% stake in Deccan Gold.

• A massive Supreme Court win on the Ganajur project adds a major trigger.

#invested #NFA

[Dharmesh Mehta @dharmeshm1008]

@chetanlsj Yeah right. Thanks for pointing out.

[Dharmesh Mehta @dharmeshm1008]

@invested_soul My mistake, its GPIL.

[Dharmesh Mehta @dharmeshm1008]

Boom Deccan Gold up 11% new ATH.

Pay attention to stocks where other big promoters invest.

[Dharmesh Mehta @dharmeshm1008]

Deccan Gold Mines
CMP: 198

• Jonagiri Gold Mines (31% held by Lloyd Enterprise) is nearing commercial production.

• Sarda Energy holds a nearly 10% stake in Deccan Gold.

• A massive Supreme Court win on the Ganajur project adds a major trigger.

#invested #NFA

[Dharmesh Mehta @dharmeshm1008]

Sold Axiscades at a 120%+ gain. I'll soon rotate the capital into a new defense idea I am studying.

[Dharmesh Mehta @dharmeshm1008]

Bought Axiscades

[Dharmesh Mehta @dharmeshm1008]

@ravirjsinh Yes, maybe retest & boom.

[Dharmesh Mehta @dharmeshm1008]

• OFS at ₹1,900 to reduce promoter holding. This should act as a floor for the stock.

• Recently partnered with Samsung Heavy Industries for shipbuilding.

An interesting turnaround story worth tracking in India’s growing defence and maritime sector.

#invested

[Dharmesh Mehta @dharmeshm1008]

Swan Defence & Heavy Industries
CMP: 2000

• Ex-Reliance Naval, acquired through bankruptcy resolution.

• One of India’s largest shipbuilding capacities.

• Controlled by Nikhil Merchant-led Swan Group.

• Came on my radar after Zerodha invested.

[Dharmesh Mehta @dharmeshm1008]

@FabianoSolana @Arivulife Love this side of pumpfun 😂

[Dharmesh Mehta @dharmeshm1008]

@Indian_Analyzer Rehn de yaar tere dar se hi last year diesel gaddi li hai 😑

[Dharmesh Mehta @dharmeshm1008]

@DebabrataTOI @PMOIndia Real leadership means zero tolerance for corruption. Terminating corrupt officers isn't just about justice, it sets a vital example for the future. The public remembers, and it will reflect in the votes.

[Dharmesh Mehta @dharmeshm1008]

@VivekChadha1996 U H T 😉

[Dharmesh Mehta @dharmeshm1008]

@VivekChadha1996 It was expected lol

[Dharmesh Mehta @dharmeshm1008]

booking 90% in 5 months felt smart… until it turned into 400%😑

[Dharmesh Mehta @dharmeshm1008]

DPEL: Proxy play to transformer sector.
TARIL promoter bought this through preferential.

#invested

[Dharmesh Mehta @dharmeshm1008]

Exited DPEL at 90%+

[Dharmesh Mehta @dharmeshm1008]

@itsTarH Added these two after going through your Wrap thesis. Solid work 🙌

https://t.co/EgKOTeFm9q

[Dharmesh Mehta @dharmeshm1008]

Sold $ARM at quick 23% profit and full ported to $AMKR

Only 2 Holding in US market now

$AMD
$AMKR

[Dharmesh Mehta @dharmeshm1008]

Sold $ARM at quick 23% profit and full ported to $AMKR

Only 2 Holding in US market now

$AMD
$AMKR

[Dharmesh Mehta @dharmeshm1008]

Invested in US equities with
$AMD and $BABA

[Dharmesh Mehta @dharmeshm1008]

Sold 20% $AMD and bought $ARM

[Dharmesh Mehta @dharmeshm1008]

Bought Samhi Hotels

Good company to own. Debt seems to be a problem as they are aggressively acquiring hotels and rebranding them. However, management seems confident in achieving a 1.5x Net Debt to EBITDA ratio.

#NFA #investingjournal