Carry Comps

Running on Caffeine, Comps & Carry. Call me Rajat 2-and-DCF

[Carry Comps @ebitdadrajat]

Read out my technical breakout stocks in Honasa, Motilal Oswal and Craftsman Automation on @ETMarkets @ETNOWlive

https://t.co/QWRvMpHe0z

#StockMarket #BreakoutStock

[Ginger Investor @GingerInvest44]

🔥Kamath brothers - They became entreprenuers and they are becoming great investors now

They are investing in private equity through Rain matter

In listed entities - They are investing through Kamath Associates & NK Squared

Currently they have holdings in
- Ather energy
- Nazara Technologies
- Sanghi Industries
- Bluestone Jewellers
- Avro India

Invested in these themes
- EV
- Gaming
- Infra
- Digital Jewellery
- Recyling plastic products

[Rudraksh @Intel_Jackal]

There’s a real-time possibility that Indian spy agency R&AW and the Russian intelligence quietly passed intel to Xi Jinping about certain PLA generals influenced by the CIA, who were pushing for a war with India, a war that would have only helped NATO’s long game of keeping Asia divided. When you look at Xi’s sudden purge of generals and restructuring of the army, it doesn’t look random anymore. Western media frames it as dictatorship or paranoia, but this looks more like a clean-up operation, cutting off foreign influence before it sparks a disaster. Both Xi and Vladimir Putin know the real threat isn’t ideology but infiltration. China and Russia were called authoritarian long before these two took power, but under them both countries became harder for the West to control.

The most interesting part is that China’s MSS may have picked up traces of this plot from its own sources inside American intelligence. The recent Asia expert leaks exposing secret biographies of Asian power players were likely not leaks at all, but a signal, a message that China knows exactly who has been pulling strings behind the scenes. Xi’s purge may not be about power, but about survival, removing the last CIA pawns before they light a fuse across Asia. Something big is shifting in the power corridors of Eurasia and it isn’t coincidence. These events point to one thing: the leaders of Russia, India and China are moving under the radar of invisible transnational dark forces.

These are not spy-thriller words but signs of a network that thrives on chaos, regime change, and proxy wars to keep Asia divided and dependent. The same patterns seen in Ukraine, the Middle East, and Africa are being tested here through covert assassinations, internal betrayals, and financial manipulation. When Xi removes compromised PLA commanders or Moscow cuts off foreign-backed oligarchs, it isn’t paranoia, it’s self-preservation. And when Modi steps back from the global stage at a crucial moment, it may not be retreat but recalibration, a tactical silence before the next move. The so-called free world may not like it, but the RIC axis appears to be cleaning house, neutralising infiltration before the next global reset begins.

[Carry Comps @ebitdadrajat]

@san_x_m My father has met her in the office 1-2 times for some work, she is brutally honest and sincere officer with down to earth personality.

[Balu Gorade @BaluGorade]

George Fernandes - Father of the Indian Stock Market.

> In 1977, George Fernandes became Industry Minister.

> He asked foreign companies to reduce their stake below 40% under FERA or leave India.

> As a result, IBM, Coca-Cola, Kodak, Mobil exited.

> But companies like HUL, Colgate, Nestle stayed and diluted their stake.

> This increased Indian ownership in strong global companies.

> It helped build an early equity culture in India. It also widened participation in the stock market.

> All this happened before 1992 reforms and Securities and Exchange Board of India.

> What looked like a strict rule later helped Indian investors.

> That's why many old timers call George Fernandes the "father of the Indian stock market."

[Shikhar Sagar @crazy__shikhu]

Dhurandhar 2 Chapter 1 starts with beginning a new life and burning past memories

Dhurandhar 2 last Chapter ends with beginning a new life and burning past memories

Life is a full circle

Bhagwat Gita : Chapter 2, Verse 27 says that , death is certain for one who has been born, and rebirth is inevitable for one who has died.

Peak detailings by Aditya Dhar

[ghatak @Neetivaan]

Dhurandhar 2 is not propaganda, it shows how 0.5 front supports Paksitan

1. Delhi Serial Blasts (2005)
2. Ayodhya Attack (2005)
3. Varanasi Bombings (2006)
4. Mumbai Train Blasts (2006)
5. Malegaon Blasts (2006)
6. Samjhauta Express Blasts (2007)
7. Mecca Masjid Blast (2007)
8. Ajmer Dargah Blast (2007)
9. Hyderabad Lumbini Park and Gokul Chat Blasts (2007)
10. Jaipur Serial Blasts (2008)
11. Bangalore Serial Blasts (2008)
12. Ahmedabad Serial Blasts (2008)
13. Delhi Serial Blasts (2008)
14. Guwahati Blasts (2008)
15. Malegaon Blasts (2008)
16. Mumbai 26/11 Terror Attacks (2008)
17. Varanasi Blast (2010)
18. Pune German Bakery Blast (2010)
19. Delhi High Court Blast (2011)
20. Mumbai Serial Blasts (2011)
21. Hyderabad Dilsukhnagar Blasts (2013)
22. Bodh Gaya Blasts (2013)
23. Patna Rally Blasts (2013)

It's an amazing cinema, a must watch for all

[Carry Comps @ebitdadrajat]

But Capital Mind MF thrives on @deepakshenoy brand 👑🔥

[Balu Gorade @BaluGorade]

SBI MF thrived on SBI brand and distribution.

ICICI & HDFC MF thrived on distribution and performance.

Parag Parikh MF thrived on investor trust and word of mouth.

Quant MF thrived after Covid due to its style and performance.

Every MF has a different journey.

[Ankit | FinAlpha @AnkitFinAlpha]

#Abakkus Flexicap Portfolio Update (Feb 2026) 📊

A new offering from Abakkus of @SunilBSinghania sir, out with Feb changes!
Maintaining a portfolio of around 45 stocks, let's dive into the details and see their latest moves. AUM : 3037 cr

🟢 2 Fresh Buys
(Beml Limited, Fractal Analytics Ltd)

🔴 0 Full Exits

📈 28 Increase in Holdings
(Massive accumulation across the board! Includes: Aether Industries, Emmvee Photovoltaic Power, Lupin, Kirloskar Pneumatic Company, ICICI Prudential Asset Management, Bank Of Baroda, HDFC Bank, Reliance Industries, NTPC)

📉 0 Decrease in Holdings

⏸️ 14 Companies - No Change
(Held steady: Larsen And Toubro, Tata Motors Commercial Vehicle, Tata Steel, State Bank Of India, ICICI Bank, Vedanta)

Detailed breakdown and FinAlpha 1-Pager attached. 📄

#Abakkus #Flexicap #MutualFunds #StockMarket #FinAlpha #FinAlpha1Pager

[sahil bhadviya @sahilbhadviya]

PPFAS is probably the only fund house going against the tide. Bought IT stocks even in Feb'26. Very few fund houses have the courage to go against the tide. Majority of them have the pressure to outperform the benchmark every month. because AUM growth depends only on outperformance.

[Carry Comps @ebitdadrajat]

@Keval_IM NewGen Soft?

[Saket Mehrotra @mehrotra_saket]

SAMHI just bought 70% of India's most curated leisure hotel platform for ₹47 crore.

Most people ignored the filing. I think this is one of the best deals Ashish Jakhanwala has ever done.

Here is why. 🧵

[Carry Comps @ebitdadrajat]

@Keval_IM Sssssh chup raho yehi toh secularism h 🤣

[Carry Comps @ebitdadrajat]

@Keval_IM AMFI hai toh hai

[Carry Comps @ebitdadrajat]

@contrarianEPS True, markets don't run on EMI size inflows. Never
But on earnings and casflows

[Investment_ Mantra @Keval_IM]

This is How AI companies are raising fund. #ArtificialIntelligence #Anthropic #OpenAI

[sahil bhadviya @sahilbhadviya]

If AI threat is real and Indian IT is sunset sector, entire country can be doomed!

Indian IT sector employee ~ 50 lakh people. If the employment count fall by 50% in next few years (as many people are predicting ) then 25 lakh people would lose their job

This would have a snowball effect on every sector of the country. They would 1st default on EMIs. And that would badly impact the financial structure of the country. And when NPA rise and credit growth fall, entire economy slows down.

It will also directly impact auto sector, real estate, capital market, manufacturing- what not! Everything can collapse.

[Pratham @CapitalLens_]

DIVINDEND KINGS 🔥

If you invest ₹1 Lakh for 1 year then the dividend you receive~

1) Vendanta~ ₹10,000
2) Coal India~ ₹6,700
3) ONGC~ ₹5100
4) NALCO~ ₹4800
5) REC~₹4,700
6) NMDC~ ₹4300
7) PFC~ ₹3800
8) HCL Tech~ ₹3600

[Carry Comps @ebitdadrajat]

@MotivationalLo8 @kushallodha548 @neerajarora91 Lala agar Alpha banana hai toh paisa toh kharch karna padega na

[Carry Comps @ebitdadrajat]

PVR invested ₹94 Cr into 4700BC 🍿

Exited to Marico for ₹227 Cr (cash).
That’s ~2.4x money, ~24% IRR

Co. stock is ~35% down in 3 yrs.
Marico didn’t buy profits, it bought distribution leverage.

The best capital allocation sits outside the core 🍿

#pvrinox #marico #Stock