Gagen🇮🇳

CA | Long term equity investor |
Simplifying Stocks, ETFs & Mutual Funds for educational purposes

Views are personal | Not SEBI Registered

[Gagen🇮🇳 @jadams2191]

REGULATORY DISCLOSURE & DISCLAIMER

My Affiliation: Principal Officer at Investrright Capital Private Limited

SEBI Registration: Category III AIF Reg No: IN/AIF3/26-27/2259

Scope of Content:

All posts, charts, and market commentary from this handle are strictly for educational

[Gagen🇮🇳 @jadams2191]

That retro 80s AI photo looks cool, but it comes with a quiet cost.

​Generating just one AI image eats up enough electricity to light an LED bulb for 17 minutes and drains two tablespoons of water.

​One photo isn’t much but millions of us doing it adds up fast

[Gagen🇮🇳 @jadams2191]

Every morning, I spend 1 hour tracking market news so you don't have to.

6 stocks with key catalysts before markets open today:

1. Premier Energies
2. Texrail
3. Redington
4. Man Industries
5. Vodafone Idea
6. HDFC Bank

[Gagen🇮🇳 @jadams2191]

After OFS of Hindustan Copper it is on the move

Catalyst - Benchmark copper on the London Metal Exchange surged to an all time peak of $14533 per metric ton, narrowly eclipsing its previous record of $14527.50 from January.

#hindcopper

[Gagen🇮🇳 @jadams2191]

2. Mazagon Dock

Maharashtra State Electricity Transmission Co. (MSETCL) has placed a purchase order worth Rs 118 crore with Mazagon Dock Shipbuilders for the supply, installation, and commissioning of an AI-based comprehensive infrasecure project for five substations

#mazdock

[Gagen🇮🇳 @jadams2191]

RBI just set the premature 5-year exit price for SGB 2021-22 Series VI at Rs 15334/gm.

If you applied online in Sep 2021 at Rs 4682/gm, that is a clean +227% absolute capital gain, completely exempt from capital gains tax via the RBI window.

[Gagen🇮🇳 @jadams2191]

Step 1 isn’t picking winners.
Step 1 is learning how not to get fooled by fancy numbers.

[Gagen🇮🇳 @jadams2191]

It’s Sunday and National Read a Book Day.

Most finance books won’t make you money. A few will stop you from losing it.

7 books I would give an Indian long term investor and what each one is actually for.

A thread 🧵

[Gagen🇮🇳 @jadams2191]

Minor dent in an Index is creating major dent in the portfolio

It is not a good time for MTF it may result in margin call

MTF book is at all time high -

[Gagen🇮🇳 @jadams2191]

August was pure madness in Indian Stock market

10 out of 23 IPOs got bid over 100 times. Average day-one listing gains jumped to 28%.

Retail investors were oversubscribing by nearly 33x just hunting quick listing gains.

[Gagen🇮🇳 @jadams2191]

Nifty Midcap at record highs
Nifty Smallcap toobreaking records

But personal portfolio giving returns lesser than a FD.

In Nifty Midcap 15 stocks generated over half the entire rally. The other 135 are just there for attendance.

Theme or particular sector based rallies

[Gagen🇮🇳 @jadams2191]

Every morning I spend 1 hour reading market news. So you don't have to.

Sharing the 6 stocks that are making headlines before markets open today

Adani Green Energy, Reliance Industries, L&T finance, Sical Logistics, Welspun

[Gagen🇮🇳 @jadams2191]

Jefferies reshuffled its India model portfolio on one massive macro call: Gold not equities is India’s real hidden stimulus.

Indian households hold $3.9T in gold nearly 4x domestic equity holdings.

Organized gold loan books surged 73% in 2 yrs to $197B.

[Gagen🇮🇳 @jadams2191]

1. Advait Energy

Secured a Rs 134.62 crore turnkey order from MPPTCL for an Emergency Restoration System, guiding for a year end order book of Rs 1600-1650 crore.

#advait

[Gagen🇮🇳 @jadams2191]

Every morning I spend 1 hour reading market news. So you don't have to.

Sharing the 6 stocks that are making headlines before markets open today

Advait Energy,Ashoka Buildcon,Avantel, Ola Electric,HDFC Bank,Sterlite Tech

[Gagen🇮🇳 @jadams2191]

Many fund managers are staying away from banks but many funds like Parag Parikh Flexi Cap has highest holdings in private Banks like HDFC, ICICI , almost 13% of NAV in total

They consider themselves value investors

[Gagen🇮🇳 @jadams2191]

@lilyywil Yes

[Gagen🇮🇳 @jadams2191]

@NxtdoorgirlKay Hi

[Gagen🇮🇳 @jadams2191]

Play MONOPOLY GO! with me! Download it here: https://t.co/5G0d6KgEwL

[Gagen🇮🇳 @jadams2191]

@YOURF4VBTCH All of the above