gautam gunjan

Professionally - Solar Energy Expert. Personally - Thinker, Observer, Introvert & a flawed individual.

[gautam gunjan @gunjaniam]

@AnkitFinAlpha @Mf360WW @vini546 @Prouspering @sarang_contra @atul1602 @MFIndiaGyan @RamTeluguTrader @Invest_AndGrow @Krithika_Reddy1 @TejaswiPalam Adani group stocks are running again, Quant funds with 25% allocation to these had to come back.

[gautam gunjan @gunjaniam]

@deepakshenoy Inflation : 4% & Depreciation against USD : 4% =8% . Upper middle class needs to consistently compound above this number just to keep their purchasing power intact. Any return above 8% is actually growing your money or else effectively you are at same place.

[gautam gunjan @gunjaniam]

@Crazynaval Marcellus is a Value manger chasing underperforming stocks of momentum basket.

[gautam gunjan @gunjaniam]

@iamrakeshbansal India is now tale of two markets, Nifty100 & then stocks after first 100 stocks.

[gautam gunjan @gunjaniam]

@volklub @Xroaders_001 Soon Power banks would arrive.

[gautam gunjan @gunjaniam]

@rohitchauhan Price changes analysis too.

[gautam gunjan @gunjaniam]

@_KiranRajput May be the only fund which has 4 Adani stocks : 26% wt in top 10 holdings.

[gautam gunjan @gunjaniam]

@b50 Posting “Everything is pointless from Starbucks” 🫡

[gautam gunjan @gunjaniam]

@volklub I always like organic growth e.g tech maturing , reliability coming in & better exp for customer for long term. Somehow I suspect the current EV push due to global macro & Indian PV comp. Pushing EV sales looks like would end in lot of disappointment for end users in 5-8 yrs. 🤞

[gautam gunjan @gunjaniam]

@1shankarsharma @VishalBhargava5 Sometimes i feel Twitter is best ally for political class. Great pressure cooker valve for people to blow of steam, while having zero impact on ground.

[gautam gunjan @gunjaniam]

@Tushar15 @harshmadhusudan I don’t think govt of India will object to local startup or companies delivering on this front instead of delivery platforms. Peeyush Goyal has also yelling this from all platforms. Easy to tell everyone what to do, hard to take responsibility, execute & deliver.

[gautam gunjan @gunjaniam]

@volklub @RedDevilHarsh28 NDA 300+ before next fuel hike,

[gautam gunjan @gunjaniam]

@volklub @Amarsharma2704 As Rajkumar Rao said in LUDO - “Pata hai Hume, Phir bhi yahi lenge.” Engine ki Revv nahi suna to car kya chalaya. May be next gen can make their peace with EV, apne ko to ICE chahiye.

[gautam gunjan @gunjaniam]

@MysticWealth11 @shahdarshan Buy Reliance Signal. Next AGM would be interesting.

[gautam gunjan @gunjaniam]

@sandipsabharwal Sir what’s your thought on Cables, Transformers & HV LV protection equipment OEM’s .Electrification is theme of decade & these are common for Solar, Wind, BESS & data centres. Does current PE’s of ~100 make these investable if their growth in coming 3-4 years could be 30-40%

[gautam gunjan @gunjaniam]

@arabicatrader Dhurandhar’s loss really. Aditya Dhar after reading this

[gautam gunjan @gunjaniam]

@Iamsamirarora 😊

[gautam gunjan @gunjaniam]

@1shankarsharma @Uday_Narang_ Indian markets has takeaways for everyone. Those bearish will keep on looking at Nifty50, While Retail is happy seeing SMID make bottom at end of March & rallying 25% in let the months. On sub themes Industrial/Power sector ancillary are doing extremely well.

[gautam gunjan @gunjaniam]

@InvesysCapital @microcp2mltibgr There’s always a start of inversion some where. Although this doesn’t look like that with all the issues economy is facing, but whenever it happens, it will look like this only.