Jugs

[Rakesh Krishnan Simha @ByRakeshSimha]

Pilot is Indian? Yay!

[sandip sabharwal @sandipsabharwal]

Very strong quarterly updates from a majority of companies that have reported till now
Across Retail, Real Estate, Banking, NBFCs as well as Consumer Companies.

Economy seems to be doing just fine

[RubyZee @TheRubyZee]

Halloween is near, best gift ever 🤣

[Erik Solheim @ErikSolheim]

Incredible India 🇮🇳!

That peacock warning call just saved the deer’s life.

Better luck next time, tiger. 🦌🐅

[hani @neco_momochan]

ホースがダメになる度に買い直してた😭
こうすりゃ良かったんか...

[Alpakanya @Alpakanya]

Indian tourists who were visiting an Indian restaurant in Hanoi, Vietnam were thanked by Israeli tourists for the heroic Flydubai act of Captain Smit. India shining! World is singing his praises, what a proud moment this has been for India 🇮🇳

[Shefali Vaidya. 🇮🇳 @ShefVaidya]

Not ONE word praising the bravery of Capt. Machchar, even after a full 2 days, and @RahulGandhi wants to be the PM of this country!

[TheManWhoFellToEarth @ReturnofColin2]

Little bugger 😂😂😂

[Stijn Noorman @stijnnoorman]

A lot of stress comes from not controlling your thoughts.

Meditation can help with this.

Here's how you do it:

[Stijn Noorman @stijnnoorman]

Not having wanting something is as good as having it.

You don't get happy by getting a lot of things.

You get happy by having few desires.

[jeevan patwa @jeevanpatwa]

#Kody - India’s only listed consumer Robotics company

Bringing Al-powered shopping experience
LuLu has introduced the UAE's first in-store robotic media network across its stores in collaboration with Kody International.

Powered by Al, the robotic personal shopping assistants are designed to engage and assist shoppers while creating an innovative platform for brands to connect with consumers and deliver their messages more effectively.

Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

🧵1

💼 Model Portfolio

These are just my thoughts and if you want you can consider or else leave it

Without reading intro, if u bang on the stock names am not responsible for anything ⚠️

The portfolio is deliberately aggressive. It includes most of mid- and small-cap growth companies, and several are recent listings.

The stocks cover all the emerging themes like - Defence, Space Tech, Aerospace, Data Centres, Semiconductors, EV, EMS and Ports related

All these stocks, high-conviction portfolio built on one idea - backed by India’s growth story.

India is moving from assembling what the world designs to build critical systems for itself and for global OEMs. Every name sits on that curve.

All the stocks have catalysts, growth triggers and scope for further growth - Qualification moats, Capex, Global as well as domestic demand and Policy tailwinds.

Valuations are individual perception, so one can consider or not it’s upto you, as some investors will accept them and others won't.

Some stocks are priced-in and further upside depends on companies beating the guidance, while missing a quarter can bring sharp drawdowns.

Accumulation of stocks in opportunities, Position sizing and patience and exit matters more here than in a conventional portfolio.

🛡️ Defence

⏺️ Astra Microwave
⏺️ Apollo Micro Systems

✈️ Aerospace

⏺️ Aequs
⏺️ PTCIL

🔌 EMS

⏺️ CP Plus (Surveillance)
⏺️ Kaynes Tech (Semicon)

🖥️ AIDC (Proxy)

⏺️ Netweb
⏺️ STL Tech

⚡ Power

⏺️ Quality Power
⏺️ TD Power 

🔋BESS

⏺️Acme Solar
⏺️Hitachi Energy (Power House)

⚙️ Capital Goods

⏺️Azad Eng
⏺️ Indo MIM
⏺️ KRN Heat
⏺️ Tempsen

🛵EV

⏺️ Ather
⏺️ Sedemac

⚓ Port Related

⏺️ Aegis Vopak
⏺️ Knowledge Marine & Eng

#vismaya

[BhikuMhatre @MumbaichaDon]

He was in jail when his wife told him she had saved ₹10 from family’s ₹50 pension.

He didn't smile.

He wrote to the society & asked them to cut his pension by ₹10—and give it to someone who actually needed it.

When his daughter died during parole, he returned to prison before the leave ended. The parole, he said, was only to look after her. She was gone. His duty was not.

Years later, as Prime Minister, he took a ₹5,000 bank loan to buy a Fiat because he would not use an official car as his own.

He died before he could repay it.

The government offered to waive the loan.

His widow refused — and paid every rupee from her pension.

This was Lal Bahadur Shastri.

Power never raised his standard of living. It only raised his standard of duty.

He died (or killed?) in mysterious conditions in Tashkent after winning 1965 war for Bharat against Pakistan.

To me.... 2nd October matters only because it's Lal Bahadur Shastri Jayanti. Rest anything & everything is irrelevant.

Ma Bharati ke iss sapoot ko shat shat naman🙏

[Shining Star @ShineHamesha]

Captain Smit Machhar did not only save 174 human lives.

He saved UAE-Israel ties.

He saved India-Oman ties.

He saved Middle-East from falling into another major conflict. Israel would have bombed UAE and Oman left right and centre if it's 174 citizens died.

He saved the world from the narrative of "Indian terrorist pilot" which was so meticulously designed.

The global left media was so ready to jump the gun. When Captain Machhar ended up alive, helping catch the terrorist pilot, the bloody left media is dowsizing the terror attack, calling it a brawl between pilots. Look at how they are secretly guarding the name and identity of the attacker pilot.

A 9/11 has been averted.

[Pankaj Singhal @AnyBodyCanFly]

Modern life is largely spent in three positions:
Sitting, standing, and lying down.

Try to break the mold....

Spend more time this week doing something besides sitting, standing, or lying down.

Go for a walk, stretch in the grass, swim in the pool, kneel in the garden, climb a hill.
Or you can sit or stand, but add something to it. Paint while you stand. Bike while you sit.

Our physical abilities rarely vanish overnight.
They usually fade away from disuse.

The body trains for tomorrow based on what it is asked to do today.

#Life #Fitness #Health #Lifestyle

[Rajiv Mehta @rajivmehta19]

कैसे कह दूँ कि थक गया हूँ मैं,
ना जाने किस-किस का हौसला हूँ मैं।

[Sheetal Kumar @Sheetal9925]

Aequs Ltd

$1 billion backlog only solves for demand. It does nothing to solve the company’s two actual choke points: a severe working-capital cycle and a cash-burning consumer division.

[Rupa Subramanya @rupasubramanya]

Interesting to see who has and hasn’t publicly acknowledged Captain Smit Machchhar for his extraordinary heroism.

Modi, Netanyahu and Trump have praised him. But I can't find anything from Canada, the EU or the UK. You’d think courage of this kind would transcend politics.

[Advait Arora @WealthEnrich]

In March 2020, when the COVID crash happened, the Nifty Financial Services index fell to a Price to Book of about 2.5x. Today it trades at around 2.3x, so the sector is valued lower now than it was during the crash.
In the last 4-5 years, investors money went into the likes of Defence, Capital goods, Pharma, PSU stocks etc. & these sectors ran up a lot. Financials did not move much, even though profits kept growing. The index trades at 2.3x book against its 10 year median of 3.4x, & at 15.1x earnings against a median of 19.5x. Its Return on Equity is 15.1%, close to the 10 year median of 15.9%. So these companies are earning almost what they always earned maybe very slightly lower), but the market is paying far too less for it. Actually, the top companies in this index grew profits at 12% to 15% a year over the last 4 years, but the banking index price grew at less than 6% a year.
There are some key reasons why the market is careful or rather overly careful here. Some lenders still have problems in unsecured loans & microfinance, margins can fall when interest rates come down, & banks are competing hard to get deposits. Also, the index average mixes very different businesses. Large private banks look cheap compared to their own history, but some PSU banks & NBFCs are cheap because their business quality is weaker.

If the index goes back to its median Price to Book of 3.4x, that is about 47% upside from valuation alone. Financials are around 33% of the Nifty 50, so that move would add roughly 15% to the Nifty by itself. This can take years though & it may not happen in a straight line.

If you want to add financials, a monthly SIP in a banking or financial services index fund is the easiest way, because you do not need to pick the right bank or the right month. If you prefer stocks, stick to couple of large banks (maybe one private and one public) and also a fast growing midcap bank whose business you understand. The prudent way would be to buy in parts over a few months, & plan to hold for at least 3 to 5 years.

(Data based on index valuations & this is for information only & not investment advice)

[Safir @safiranand]

Atleast hdfc bank board admitted someone from Icici was better!
Just as some of us said many years back in relation to stock too 🤣
Here’s hoping things now change for hdfc while Icici continues to do well