Many > 50 PE stock hold firm from
SEPT 24 to SEPT 25.. Hope of Mkt Recovery
But After SEPT 25 all doll damm NOW....
There are 100 example...
Any Sector Any Bussiness growth All < 30 PE.
@exencial_RP Young minds of Equity Research though SEBI registered has no vision & clarity on Picks..
You Should also Say that..
1. Company share price @ 2017 Level.. the pain if any
one is holding since 10 Years
2. Profit is half in 2026 compare to 2021
3. Slow Development expansion
@Dixitagg@SumitResearch Chemical Supply chain disturbed due to WAR
Price of all Chemical group upward
100% indigineous mfg also benefited.
For example Archean is only in marine based chemical. Guj alkalies 100% Domestic mfg.
Media Says it BIG UPCYCLE !!
Wow Kitne tejasvi log hai !
As of Now in 27 FEB 2026
still IT sector going down & too much pressure..
How it was a good move to BUY IT Shares in JAN 26 ??
@raghavwadhwa@AnilSinghvi_
TIL galgotias university files more patents than all IITs combined.
not because they’re innovating. bcz they figured out the cheat code.
filing a patent in india costs ₹1,600.
govt reimburses up to ₹2 lakh per filing.
that’s a 125x return. before the patent does anything.
so universities found the playbook:
file 1000 patents → collect ₹20cr → boost NIRF rank → attract more students → collect fees → repeat
the patents? take a guess 🤡
india ranks 5th globally in patent applications.
last among the top 6 in grant rate.
japan converts 70% of filings into grants.
we convert 40%.
we ain’t building but chasing wrong metrics.
and the worst part? the system rewards it.
NIRF counts raw filings, not grants. so the incentive is to file garbage at scale, not build real IP.
this is what happens when you optimize for the scoreboard instead of the game.
we’re really good at looking innovative.
not as good at being it.
fix is simple btw:
reimburse at grant stage, not filing stage. tie incentives to commercialization. weight NIRF on grants, not applications.
but simple fixes don’t happen when the people gaming the system are also the ones writing the policy. need young + smart policy makers
innovation isn’t a form you fill. it’s a product you build. 🫡
The Midcap index has given 0 return in 2025 and I bring further bad news for retail investors. 2026 is unlikely to bring much cheer as well.
I analyzed the BSE Midcap Index, and this has been one of the best performing indices in the past decade.
There have been 3 bull markets in the last 10 years and all of them started at a very similar valuation.
Bull markets in 2017, 2020 and 2023 all have a common theme.
Every single bull market began only after the index bottomed by going below the long term median P/E and P/B ratio.
For the BSE Midcap Index, the median P/E is around 23-24 and the median P/B is around 2.7-2.8
Currently the index P/E is 32 and P/B is a whopping 5 times.
The best case scenario I foresee for investors is another year of flattish returns with strong earnings growth, reducing the current valuation premium.
Or else, we might get a sharp 25-30% correction in the broader markets which will give great opportunities to load up on stocks for the next big bull market!
Meanwhile, Nifty should continue to produce reasonable returns in 2026 as it's hovering near the long term median valuation ratios.
PS: This doesn't mean individual stocks can't do well, but it will be like picking a needle in a haystack. All the best with that!
Be a bottoms-up stock picker and identify companies with earnings growth of more than 20%. Check if they are reasonably valued.
Be optimistic and have a long-term horizon.
You will end up doing much better than the market.
Dear Media..
For more than 3 years, you all have given so many scrips & lured investors to BUY BUY..
So many stories, Data, Fundamental, themes
& Technical pics & what not ?
https://t.co/fR2HS873Q7
4 years later, we're almost at Diwali 2025.
This rather poorly picked portfolio still managed to beat Nifty 500 index.
Just 1 stock saved the PF here. And this is why I'm a huge fan of equal weight portfolios.
On any stock you can only lose 1x, but you can gain 10-100-1000x!