Prashant K

Learning| Investing| books | lifelong student

[Intrinsic Compounding @soicfinance]

https://t.co/mynIUjxVAF

[SOIC Research @ResearchSOIC]

The third "unique" business we are discussing today rides on one of India's strongest structural trends. As our GDP expands, the nation gets wealthier, and the "Financialisation of Savings" gathers pace. We believe this company is perfectly positioned to capitalize on these massive tailwinds.

Let's dive into Nuvama - understanding on first that why this business we think is unique, Understanding Financial Health and Future growth triggers for the company

[Groww @_groww]

Biggest Announcements from Budget 2026 🧵👇

[ishmohit @ishmohit1]

When capital is limited

Switching to better ideas is a viable alternative.

When to do it?

1. Stock that you hold has gone through a Parabolic rise and trades at life time high margins/valuations. Any disappointment can lead to a major correction.

2. You find a better opportunity where risk/reward looks juicier.

3. New Theme which has caught your attention. Where the theme is just taking off and businesses have strong barriers to entry.

4. Your thesis isn’t being appreciated by markets. One can put a time stop loss. Trickiest to do.

5. Another business in your watchlist is inflecting both fundamentally and strength wise+ Valuations are more reasonable vs what you hold.

Don’t shy away from switching as capital is limited and not infinite..

Leverage your biggest advantage as an individual investor-

Flexibility

[Raghav Chadha @raghav_chadha]

𝗣𝗮𝘁𝗶𝗲𝗻𝘁 𝗗𝗼𝗺𝗲𝘀𝘁𝗶𝗰 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 must be 𝗥𝗲𝘄𝗮𝗿𝗱𝗲𝗱, 𝗻𝗼𝘁 𝗣𝗲𝗻𝗮𝗹𝗶𝘀𝗲𝗱.

I explained in Parliament how Investment in India remains heavily taxed, and why it needs to change.

[Intrinsic Compounding @soicfinance]

How to use ChatGPT to check if management walks the talk? 🕵️‍♂️

Source: A clip taken from a podcast with @ShashankUdupa1

[Intrinsic Compounding @soicfinance]

7 Books That Every Investor Should Read

1) One Up On Wall Street by Peter Lynch

One of the simplest reads on investing by a legendary fund manager who lays down the secrets of his successful journey. A book to be read once every two years.

2) Masterclass With Super Investors by Vishal Mittal and Saurabh Basrar

A book that has a curated compilation of in-depth interviews with some of the most accomplished stock market investors in India. The book has several brief case studies of their past stock investments and also covers their investing journey and process. A must read!

3) The Five Rules For Successful Stock Investing by Pat Dorsey

One of the best books for a newbie and professional alike as it helps you to understand the basics of investing along with a breakdown of what works in different sectors and the key things to look for.

4) Bulls, Bears And Other Beasts by Santosh Nair

One of the best books that takes the reader through all the cycles that have happened historically in the Indian markets. A must read for every investor in the country.

5) 100 Baggers by Christopher Mayer

A book that teaches us about the art of uncovering 100 baggers and the secret ingredients that lead to such outcomes.

6) Capital Returns by Edward Chancellor

This book will give you a very good understanding about the capital cycle. It will help you to see the capital cycle playing out in different sectors and thus avoid major losses and book profits at the right time.

7) How To Make Money In Stocks by William O'Neil

This book will help you mix the fundamental approach with technicals and ride the winners. A different perspective for solid learning!

We hope these books add value to your investing journey. Happy Investing!

[Pulse Of Profit @PULSEOFPROFIT10]

How does a BESS work? ⚡🔋 @soicfinance @ishmohit1

A quick breakdown of how energy is stored & released using a Battery Energy Storage System:

1️⃣ Cells – Convert electrical ↔ chemical energy
2️⃣ Modules – Sets of cells
3️⃣ Racks – Sets of modules
4️⃣ Container – Houses racks + safety/management tech
5️⃣ Auxiliary Systems – Cooling, control, safety
6️⃣ Inverter – DC ↔ AC
7️⃣ Transformer – Boost voltage to grid level
8️⃣ Island – Unit of complete BESS system
9️⃣ Substation – Feeds power into the grid

At utility scale, BESS plants range from 5 MW/10 MWh to 200 MW/800 MWh.
The longer the discharge duration, the higher the capacity.

India’s energy future = powered + stored. 🌞🔋

[Dhaval (Investment Books) @InvestmentBook1]

How Peter Lynch Selects Stocks

[Prashant K @kr_prashant04]

@varun_mara @MeghUpdates What about biases?

People might rate only based on whether they like the politician or party, not on actual performance

[Prashant K @kr_prashant04]

@Tushargoswami_ @itsTarH Yup not 100% benefits will passed to consumer Especially with FMCG products

In 2017 Gst on chocolates, toothpaste, detergents, shampoo etc were reduced from 28% to 18% but we haven't seen any price reduction

[Prashant K @kr_prashant04]

@GouravRajRajpu1 Brother, don't talk illogical, he is saying upi will not work. Upi is not Google's product , even they ban Gmail or gpay it will still work through other apps like Paytm, bhim , phone pe ....

In russia google pay stopped but their domestic payment system continued

[Prashant K @kr_prashant04]

@GouravRajRajpu1 Ever heard of Yahoo mail, Outlook, hotmail, proton Mail ?

There also lots of alternative available for Google play store ,like apple app store, samsung app store, indus, jio etc

[Prashant K @kr_prashant04]

@PremalMadhavji @Iamsamirarora 😂

[Prashant K @kr_prashant04]

@sajcasm_ There are 4 to 6 pairs living in my home .

[Prashant K @kr_prashant04]

@jinxXedhere @ashish4534 @Tanmay_31_ Something is fishy. Handles like megh updates, squint has nothing to do with ipo

[Prashant K @kr_prashant04]

@ankit_develops RCB craze, baby 🔥

[Prashant K @kr_prashant04]

@Vivek_Investor Yes, I use ChatGPT.
if I have to read RHP or an annual report, I simply upload it to ChatGPT and ask questions. It saves me a lot of time .I don't have to go through all 300–400 pages.

[Prashant K @kr_prashant04]

@BeatTheStreet10 Gensol taught us why integrity of promoter is important .

[Beat The Street @BeatTheStreet10]

Gensol Engineering - A Saga of Fraud and Fund Diversion

SEBI bars promoters over fund diversions and multiple corporate governance issues

A thread on What went wrong? ⛳️⛳️💸💸💸

#Gensol #Redflag #CorporateGovernance #SEBI