Girish Kolari

[Caleb @caleb_friesen]

The ADX-1 from Hyderabad-based Apollyon Dynamics is airborne!

This is an astonishing accomplishment from such a young team. They've experienced a few crashes in the lead up to this moment too, building on those learnings to get Nightshade into the air for a controlled flight.

[Fundamental Investor ™ 🇮🇳 @FI_InvestIndia]

This kid Levin Paulose from Kerala is a genius. His inventions are brilliant.

Let's Make him famous. It's so heartwarming to watch him helping his mother with automation.

I would love to meet him one day.

Inspiring !!!

#FI

[IADN @NewsIADN]

India has exported #Akash SAM systems to #Tajikistan & #Turkmenistan : Former DRDO Chief Dr. Samir V Kamat

[Crazynaval @Crazynaval]

PPFAS changes for June 2026 are out.

~Cash at 14.5%
~ One tiny new position in Petronet LNG
~ Shopped more in IT, ITC, banks, Airtel
~Increasing exposure to few smallcaps (EID/ CMS/Gas stock)
~IT is 9% of portfolio (took a beating again in June but fund is buying more)
~Banks and finance hovering at 25%

#onefund

[Beat The Street @BeatTheStreet10]

OSEL Device[900Cr Marketcap] - A Trader ( Sorry Manufacturer) of hearing aids and LED Display System.

A Thread on

How OSEL Turned Negative Ops Cash into Positive?
And Many More things...

[Fundoo Professor @Sanjay__Bakshi]

A cheap stock without a catalyst is a value trap plus a prayer for a bull market. (That is chasing beta)

https://t.co/0XrAuqYqhz

The most common catalysts are earnings growth when combined with very low P/E multiples plus a high dividend yield. Doesn’t happen very often but a setup like this must result in stock price appreciation otherwise the yields start exceeding bond yields which by themselves are catalysts for re-rating.

There are many other catalysts based on developments inside the company (corporate actions) or developments in markets (eg increase in free float, inclusion in an index etc).

This will be the central idea in my upcoming revised program on case studies in business and investment analysis at Flame Investment Lab.

[Prakash Dadlani @prakdadlani]

90% of viral products die in 6 months.

This mini fan might be one of them.

Quite a few followers sent me its video.

Looks insanely powerful.

Almost too good to be true.

So instead of blindly importing it:
1. Found the China factory
2. Ordered samples
3. Visited the factory to understand parts and assembly
4. Will show it to buyers first
5. If demand is real, bring it in SKD
6. If numbers make sense, make moulds and Swadeshify it

That’s the blueprint.

First test, then sell and then scale.

Not interested in gimmick products.

Only products that solve a real problem and can run for years.

[DEBASHISH NEOGI @DEBU_NEOGI]

I watched a billionaire carry a food tray for his employees.
No assistant. No ego. Just Harsh Mariwala Thing🙏

I worked under him for 19 years.
12 of those reporting directly or one level below.What I learnt from him no MBA class can teach .

During market visits, he would walk to the counter, buy food for the team, pick up the tray himself, and serve us.

A man worth $6.9 billion carrying a tray for people 8 levels below him.
No fancy watch. No designer belt. No expensive pen.

The richest person in the room always looked like the simplest.
He gave me ₹1 crore and said go build a company in Bangladesh.

I built it from nothing. He never micromanaged. Just trusted.
That ₹1 crore business is worth ₹16000 crores today.

Three things I learned from him that no business school will teach you:

1. Have a Right to Win before you enter any market.
2. Innovation is not a department, it is survival.
3. Hire people better than you. Delegate fully. Review relentlessly.

He did not build a ₹1 lakh crore company by being the smartest.
He built it by being the most humble and “Let go approach “

Humility is not weakness. It is the highest form of confidence.

[Sandeep Parekh @SandeepParekh]

Who benefits? Banks reprice lending faster than deposits in early tightening. Life insurers gain on premium reinvestment at higher yields. Consumer staples and large pharma, with low debt and short-duration cash flows, hold up better. Context matters: growth-driven hikes hurt less than inflation-driven ones. 6/6

[Fundoo Professor @Sanjay__Bakshi]

There will be ups and downs in the economy says @gchikermane but our focus should be on long term health. He is optimistic about India despite the headlines.

[bharani manoharan @phreakv6]

thoughts post earnings on few businesses i am invested in

https://t.co/WawktuTGG1

[Crazynaval @Crazynaval]

PPFAS changes for April 2026 are out.

- Cash at 15.51%, deployment + Market recovery
- Reits now 4.08% of portfolio, added massive in Brookfield after Embassy. Guess owns 8-9% of both companies now
- IT now 9% of portfolio, added ~ 30% each in all three stocks
- Google ranks higher now, thanks to 40% price jump in last one month.
- scaling gas companies but too small a position to make a dent
- Exited Balkrishna completely
- Added hardly anything in banks
- ITC is like debt part of portfolio again ;)
- AUM: 1.4 Lakh crore

#onefund

[Fundoo Professor @Sanjay__Bakshi]

“India today draws 52% of its electricity from non-fossil sources. More than half of every unit generated comes from sun, water, wind, or nuclear. “

Fake news. Capacity is not same as generation. Non fossil is less than 30%. India is overwhelmingly dependent on fossil fuel for electricity and will likely remain so for a long time.

[Motilal Oswal @MrMotilalOswal]

Weekend Reading #469

[FLAME University @FLAMEUniversity]

FLAME Investment Lab (FIL) brings together experienced investment professionals to deepen your understanding of global markets, emerging sectors, and the foundational principles of business and investment analysis.

Through immersive, experience-led programs, participants engage with real-world investment frameworks, develop structured approaches to decision-making, and build the ability to evaluate opportunities across dynamic market environments.

Explore the programs that align with your interests and take a meaningful step towards becoming a more informed and thoughtful investor.

Application Deadline: 30th April, 2026.
Selection Notification: 6th May 2026
Apply Now:  FLAME University
Learn more: https://t.co/jzAXzTzUya

@RajeevThakkar, @oraunak, Prof. @Sanjay__Bakshi

[Nitin Mangal @nrmangal]

https://t.co/WsTQaHUE5q

[Bastion Research @bastionresearch]

A shell company with a market cap of ~Rs 6,000 crore… making losses every year… and yet hasn’t even crossed Rs 2 crore in revenue gave 50x return in the last 15 months.

Here’s the story

A company called Midwest Gold Ltd., incorporated in 1990, has spent decades in the business of trading granite and marble but has never generated any meaningful revenue.

In June 2024, Kollareddy Rama Raghava Reddy was reclassified as the promoter after acquiring the entire stake in Midwest Gold from its parent, Midwest Ltd.

Then things started to move.

From January 2025 to till date, the company raised around Rs 450 crore through preferential allotments, either from promoters or a select set of investors.

And this happened while the stock price moved from ~Rs 100 to nearly Rs 5,000 per share in just 15 months. That’s a 50x rise.

Now, the new narrative:

The company has announced its entry into the Battery Energy Storage System (BESS) space, specifically assembling lithium battery cells to manufacture battery racks. While studying a similar theme in Godawari Power & Ispat Ltd., we found that the final cost of such battery racks is estimated at around Rs 35 lakh per MW, and the EBITDA margin of such business is ~5-6%.

Using that benchmark, if Midwest Gold sets up a 1 GW (1000 MW) capacity plant, its potential annual revenue would be around Rs 350 crore.

At current pricing, that implies a price-to-sales ratio of ~15x, which already raises questions.

Another angle to look into:

Midwest Gold Limited was originally a subsidiary of Midwest Limited, which held a 70.63% stake in the company. Midwest Ltd, a promoter-owned entity, is a well-established and profitable player in the natural stone industry, engaged in the exploration, mining, processing, and export of granite. It recently IPOed in Oct 2025 and has a market cap of Rs 4,700 crore and reported revenue of Rs 626 crore in FY25.

So here’s where things stand:

- A company with negligible revenue
- No history
- A newly announced business with uncertain execution
- Carved out from the control of the Midwest Ltd

That brings us to the real questions every investor should be asking:

Given the projected revenue potential (Rs. 350 Cr) and EBITDA margins (5-6%) discussed earlier, how does a company like this justify a market cap of around Rs 6,000 crore today?

[Gukesh D @DGukesh]

My performance in the last few events has been quite disappointing, not just for me, but for all of you who support me.

In order to find my best form my team and I have decided that I should compete with slightly less intensity over the next few months. Consequently, we feel it is in my best interest to skip long events away from home to allow for more dedicated training time.

With this in mind, I approached the Grand Chess Tour organizers and asked to play only two European Rapid & Blitz events. They were very supportive and understanding, and we agreed that I would participate in the Rapid & Blitz tournaments in Warsaw and Zagreb this year. I’m very grateful for their support. Respectfully, I am not planning to play any other events during the Grand Chess Tour schedule and will certainly be back for the full Grand Chess Tour in the future".

[FLAME University @FLAMEUniversity]

Take your investment knowledge to the next level with FLAME Investment Lab (FIL), an epicentre for value investing in India.

FIL programs are designed to sharpen your analytical skills, help you develop sound investment strategies, and provide hands-on experience in value investing.

FIL with the Masters brings together some of India's most distinguished investment minds. Whether you're looking to strengthen your research approach or gain practical insights from industry experts, the program offers a comprehensive learning experience.

Application link: https://t.co/fuzyhcBtq3
Know more: https://t.co/sNuAvIg63I

@NileshShah68 @Raamdeo @RajeevThakkar @rndx1 @SunilBSinghania

[The Better India @thebetterindia]

Every summer, millions of mango seeds end up in the trash. But for one man in Kolkata, they are seeds of hope.

Meet Jasmit Singh Arora — lovingly called India’s ‘Gutli Man’ — a former doctor and entrepreneur who’s now leading a silent revolution rooted in kindness.

His mission?

• Collect mango seeds from across the country.
• Nurture them into saplings.
• Graft them with local mango varieties.
• Give them to farmers — completely free.

“Mango trees take time, but they’re a long-term win — they lock carbon, boost biodiversity, and give farmers steady income,” said Jasmit Singh Arora to The Telegraph India.

Most farmers he supports were trapped in low-yield, water-hungry paddy.

His solution? Replace it with mango trees — less water, more income, and a greener future.

Last year alone, Jasmit received over 1.1 million mango seeds — from across the nation.

So this mango season, don’t just eat. Act.

How You Can Contribute:
• Enjoy a Mango: Savour the fruit, but don't discard the seed.
• Clean and Dry: Wash the seed and sun-dry it for 2-3 days.
• Send It: Pack the dried seed and send it to Jasmit Singh Arora.
• Call him: 9831459390 — he'll guide you on how to send it.

Your summer fruit can become a farmer’s future. Let’s plant more trees — let’s plant change.

#SustainableFarming #GreenIndia #PlantMoreTrees #GoodNews #summersIndia

[Jasmit Singh Arora, Gutli Man of India, Mango seed initiative, Sustainable farming, Mango tree plantation]