Be bored. Wake up without checking you phone. Have your coffee in silence. Go for walks without headphones. Stare at a wall. Look out the window. Watch the clouds move. Just sit in silence listening to your breath. No podcasts. No music. No videos. No constant stimulation. Just you. Alone. Existing without worrying about "what to do next". We've become so addicted to consuming that we've forgotten how to exist without input. When your brain is constantly being fed something it never gets the chance to wander. Boredom gives you that chance. The time to relearn how to be alone with your beautiful mind.
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FROM TOMORROW, Q2 RESULT SEASON BEGINS. 📊🔥
The next 40 days are going to be intense. As always, I’ll be digging through all results, one company at a time, and sharing only the good ones worth watching. 👀
If you don’t want to do the hard work yourself… Follow me & don’t worry. I’ll do it for you. 🫡
ESDS Software is one recently listed stock I’m watching VERY closely 👀
It’s a genuine Cloud + Data Centre business, with the market also pricing in a much bigger AI/GPU opportunity — but that story is yet to meaningfully show up in the P&L
🔷IPO Price: ₹429
🔶Listed (4th Sep): ₹757
🔷Made a high: ₹1,859
🔶CMP: ₹1,434
📈That’s still 3.3X its IPO price in just ONE MONTH!
But things are getting interesting now
Its maiden quarterly results were relatively lacklustre — revenue grew just 7% YoY, while PAT grew ~14%
There’s also some interesting negative commentary around the company, including from @tijori1 — I’d urge everyone to read the bear case and form their own opinion
🚨And now comes another potential trigger:
25.17 lakh Anchor Investor shares: ~15% of the entire IPO — have just become eligible for sale on Monday 5th Oct
Another 25.17 lakh shares remain locked and become eligible for sale around 1st December
So after
👉Weak results
👉Negative commentary
👉Fresh supply from Anchor Investors
I wouldn’t be surprised to see lower circuits continue for a few more sessions
But the BUSINESS interests me
I think the stock can do well if picked up at the right price
Are you interested in adding ESDS to your portfolio after another 2 – 3 lower circuits?
3. Eat the same 3 meals on repeat.
Built from chicken, lean beef, eggs, Greek yogurt, rice, potatoes, oats, and veg.
Breakfast: eggs and oats.
Lunch: chicken and rice with broccoli.
Dinner: lean beef, potatoes, green beans.
Boring plates, fast prep, no drama at 8pm.
WHY IS NO ONE TALKING ABOUT -
OLA ELECTRIC - Down 77% from its all time high
RVNL - Down 69% from its all time high
Vodafone Idea - Down 90% from its all time high
SUZLON - Down 91% from its all time high
CDSL - Down 38% from its all time high
IRFC - Down 65% from its all time high
COCHINSHIP - Down 56% from its all time high
Once Popular now forgotten by everyone.
BLIND BUY STOCKS FOR 3–4 MONTH POSITIONAL TRADE 👇🧵
These are the levels where I’ll be looking to buy aggressively.
🧵 1. OLA ELECTRIC ⚡
₹35 ke aas-paas strong support hai.
Agar ₹35 ke near milta hai, mere liye blind buy zone hai.