vineeth (vin8-)

obscure horizons & lost stars. Some Markets and a few speculations.

[Amrit Anand @AMR1T1]

All is good but issue is we need to push footwear and textiles massively. G&J which powered the lab intensive exports since 2004-14 has declined since then, can continue decline due to fall in American disc consumption. Capital intensive will keep doing well.
@indiaemerges

[vineeth (vin8-) @inv_vin8]

@anupammahor Glad that it went well with time :)

[vineeth (vin8-) @inv_vin8]

Big Day today.
Informed parents what I exactly do in markets how I go about equity and what exactly it is. They felt relieved, & so am I.

Personally all these days I simply used to tell them I’m saving something and putting in FD’s etc., primary due to the fear from their limited experience of capital markets and haunting stories they’ve listened from relatives.

So I never sought support, just thought I didn’t need distraction and random additional pressures from this end. Now I’ve have less mind space to worry about this part.

Looking back at past 4-5 years, idk man….but I’m deeply grateful for all this.
Have always been kid seeking diversified interests from childhood. But somehow ended up in capital markets, it was completely accidental to me.
Made lovely friends all this while, got to network with much smarter minds & all.
Never in my wildest dreams would I have dreamt of this journey.

[vineeth (vin8-) @inv_vin8]

@svikrms Thanks Vikram 🙂

[vineeth (vin8-) @inv_vin8]

Nihar. I’ve seen you from earlier comments and I recall you & the holding part of it. What you’re doing has drastic downsides mentally but remarkable upsides financially if bet works out. Try to balance yourself out if it’s getting to your nerve. I’m sure you know what exactly you’re doing.

I stand by what you’re saying wrt accountability and what context you’ve mentioned RJ’s thing here, get that.
In my case, I didn’t disclose my size to them in actuality nor do they understand these names I hold, just gave a primer to help understand the basics and they come from a background where they think markets are a gambling hall.

[vineeth (vin8-) @inv_vin8]

@ShubhamKumar_IA Thanks shubham

[vineeth (vin8-) @inv_vin8]

@_HealthZwealth 🙏🙏

[vineeth (vin8-) @inv_vin8]

@priceactionnerd Thanks mate .

[vineeth (vin8-) @inv_vin8]

@mgkreddy1 🙏🙏

[RedboxGlobal India @REDBOXINDIA]

HAL OUT, TATA & L&T IN: IAF BACKS PRIVATE SECTOR FOR INDIA’S AMCA FIFTH-GEN FIGHTER PROGRAM

[Defence Decode® @DefenceDecode]

😐

[Shiro @ShiroBarks]

We need to unretire MiG25s to fly reconnaissance missions over exam centers

[Dr. Ajayshree Singh Sambyal @AjayshreeSamby3]

Major @astramwp updates
✅Contract negotiations with HAL for #Uttam AESA radar in final stages. Order expected by Q3.

✅QRSAM contract expected by June.

✅Astra will deliver in next three months AAAU of #Virupaksha radar.

✅Delivered subsystem to DRDO for Digital Array radar.

[vineeth (vin8-) @inv_vin8]

@Deep__672 Overhang left

[vineeth (vin8-) @inv_vin8]

Did kaynes just increase guidence and also uptick in margin to 15% …?
Mgmt said H2’s gonna be solid …

These guys look like a V8 Cylinder Engine on autobahn

[vineeth (vin8-) @inv_vin8]

@kshayjogani & Quite a story:

https://t.co/7knMNv9GCc

Though, wouldnt dare to make entry at these valns, but value unlocking has a long way to go here:
https://t.co/5W9zkd4qlT

[vineeth (vin8-) @inv_vin8]

Point is, there’s a serious business transition going on in solar & kalyani baba. Look at the non-predominant verticals pace of growth & the underlying order visibilities and the future growth that it can aid.
Any chances of spin offs/ value unlocking is icing in cake.
Pls read.

[vineeth (vin8-) @inv_vin8]

@kshayjogani Yes. Well deserved indeed.

[jacky @jjacky]

i have become middle manager

orchestrator of agents

[vineeth (vin8-) @inv_vin8]

Plays like tips/saregama aren’t a direct equivalent to entertainment, they’re more platform less media wrt their classification.

[vineeth (vin8-) @inv_vin8]

In my limited experience of mkts, Media and then entertainment industry in India by far is the worst one I’ve witnessed wrt shareholder value creation history.

Typically a wealth destruction exercise for shareholders, but fat pay scale to actors (&prospective actors/BTS guys) involved in the industry.

Big lesson- don’t be big on sensitive/deeply rooted and political nature sectors that influence mainstream narratives.

[Ashwini Damani @ashwinidamani]

Zee TV now down to 8000 Crore Market Cap with almost 2500 Crore Cash...What a great value destructor.

[vineeth (vin8-) @inv_vin8]

You know it’s not true.
Gym trainer,driver,electrician form what probably is the top echelon of blue collar worker(their consump. barely moves the needle)

Try weighing in total pop. adjusted underreported areas like agri& construction,then see median dropping quite significantly

[Ronit Pereira @CAronitpereira]

“Blue collar salaries have gone up sharply in India as compared to white collar salaries.”

“A gym trainer, driver, electrician in large cities are earning close to starting salary of white collar people. I think this is required to be celebrated.”

- Prashant Jain