Senthil manikandan Kamaraj, CFA

Investor

[Senthil manikandan Kamaraj, CFA @ksenthil1990]

interviews to watch on investing: Leaders of Tomorrow | Season 9 | Raamdeo Agrawal https://t.co/qz48UXwmXh good interview of @Raamdeo by @Sunanda_J #StockMarketindia

[Shyam Sekhar @shyamsek]

This year, most monies went into gold and silver ETFs between feb and march.

This was just around the time both assets were peaking out.

Most people went all-in under the influence of acute FOMO.

Investors in @Miles2Wealth sold out when everyone else was buying.

If you get your selling right, that makes a much bigger difference to your compounding than you imagine.

Locking in bumper profits is not easy. Making every investor achieve that is a tall ask.
Yet, that is what we strive for in #Milestones2Wealth.
#MakingEveryInvestorThinkBig is our mission.

We make you Buy when nobody wants to.
We make you Sell when the whole market is buying.

That is your Multiplier.
Your investment Mojo.

Get yourself the #M2Wmojo.

Begin a whole new way of investing. Fill this form.

https://t.co/Xvn7AaFOSk

[ithought @ithoughtinvest]

The Solitaire Blueprint: Conviction Over Benchmark Mimicry | Written by @ksenthil1990

Why did the Nifty fall even as oil prices cooled? Discover the "Index Illusion" and what the market headlines may be hiding from investors.

Read the full blog here: https://t.co/iJdFGdvEim

#Nifty50 #StockMarketIndia #InvestingInsights #WealthCreation #IndianMarkets #PortfolioManagement #LongTermInvesting #ithoughtpms #blog

[ithought @ithoughtinvest]

When Markets Pause, Conviction Must Take Over- Written by @ksenthil1990

A conviction-based approach to investing through extended periods of market stagnation and uncertainty.

Read the full blog here:
https://t.co/bfbmKgk36b

#equitymarkets #longterminvesting #investmentstrategy #portfoliomanagement #indiamarkets #ithoughtpms

[Malay Krishna @Malay4Product]

The man's software runs in over 10 million cars on the road right now. That alone deserves a tribute.

Here is the great man's story.

Ravi Pandit co-founded KPIT in Pune in 1990, two years before liberalisation, when nobody in India was building software for cars. He came from a family Chartered Accountancy practice, did his master's at MIT Sloan, and instead of staying in finance or moving abroad, he chose to build engineering software for an industry India didn't really have yet.

What he built ended up running inside vehicles made by BMW, Ford, Honda, GM, and most major global automakers. Indian companies usually get to do the back-office work for global firms. KPIT got to do the safety-critical work, the kind of code that has to be reliable enough to not kill people. He spent 35 years earning that level of trust, project by project, contract by contract.

He saw the EV and autonomous mobility shift years before it became obvious. KPIT pivoted hard into software-defined vehicles when most peers were still chasing pure IT services contracts.

The best part was that he kept Pune at the centre of it all. He didn't move the company to Bangalore or to the US. He co-founded the Pune International Centre, which became one of India's most respected policy institutions. He started Janwani and the Zero Garbage Project, which genuinely changed how Pune handled its waste. He supported the Gokhale Institute and the Aga Khan Rural Support Programme. He was the only private-sector member on the National Green Hydrogen Mission's Empowered Group, and recently launched HRIDAY to push hydrogen adoption in India.

He wasn't too social, didn't do podcasts, didn't tweet but he did do was co-write a book called "Leapfrogging to Pole-Vaulting" with R. A. Mashelkar, about how India could skip stages of development instead of just catching up.

I read that book a few years ago and a lot of how I think about Indian companies competing globally came from it.

A genuine builder is gone. The kind who picked unsexy industries, stayed put in his city, did civic work that lasted, and kept his name out of the headlines while doing some of the most consequential engineering work this country has produced.

Rest in peace, sir. Thank you for everything you built, and for showing what was possible from Pune, India. 🇮🇳

[ithought @ithoughtinvest]

Investing Through Conflict: Positioning for the Next Cycle- Written by @gauravjain911

Understanding small caps, large caps, and cycles to invest with clarity during uncertain times.

Read the full blog here:
https://t.co/7tcCxP7tGd

#marketcorrections #investingstrategy #equitymarkets #portfoliostrategy #ithought

[Shyam Sekhar @shyamsek]

We were very lucky to own the trust of investors in our ithought family. They invested aggressively in March. Scaled up their portfolios under the adverse conditions of a war. We had the highest investor contributions in our entire history in both @ithoughtpms and @Miles2Wealth . We deployed the money diligently every single day through March. Yet, the year ended on a low.

None of the investors got unduly anxious. They understood what we were doing.

It is gaining the buy-in of investors during such difficult times that earns us the opportunity to ourperform benchmarks and expectations.

We definitely want every investor to win. Having their faith and trust is what helps us do it for them in every market cycle. We continue to work patiently and diligently with every investor to convince them of what is good and right for their investing.

That is what differentiates the #ithought way.

[ithought @ithoughtinvest]

The rise of Convenience Economy: From Milk to Maids- Written by @ksenthil1990

From groceries to gig workers, India’s convenience revolution is collapsing time, cost, and consumer patience into a single tap.

Read the full blog here:
https://t.co/hp1T5luaA8

#quickcommerce #startupecosystem #blinkit #swiggy #zepto #urbancompany #fooddelivery #investinginsights #ithought

[Tilman Versch | Good Investing @goodinvestingc]

CNBC just released a recent interview with Warren Buffett.
Here are the key snippets to watch:

His recent investments and how he does work with Greg https://t.co/TCkaF4yGEG

On Apple sell https://t.co/iBujckncqT

Charity lunch https://t.co/tx5AuobXUN

Gates & Epstein files https://t.co/J9HEs6MvPu

Iran conflict https://t.co/CPVzgHPHes

FED & Inflation https://t.co/w47WqpZwLW

Full interview (behind a paywall): https://t.co/NOAJlwYdR1

[ithought @ithoughtinvest]

India Consumption Pulse: Urban Tailwinds, Rural Watchpoints- Written by @ksenthil1990

Consumption in India is slowly gaining strength, with cities leading the rebound and rural markets holding steady.

Read the full blog here:
https://t.co/qoC8uORCue

#indiaeconomy #consumptiontrends #urbangrowth #ruraleconomy #wealthmanagement #indiagrowthstory #ithought

[ithought @ithoughtinvest]

The ₹1 Crore Journey: Large, Mid and Small Caps from 2018 to 2026- Written by @ksenthil1990

Small caps look exciting, but from 2018 to 2026, they delivered the lowest returns. Discover why valuations matter more than hype.

Read the full blog here: https://t.co/W6O4A6StyE

#investments #valuation #nifty50 #midcap #smallcap #marketcycles #riskvsreturn #ithought

[Shyam Sekhar @shyamsek]

Portfolios need to be constantly repositioned for the future. This is especially true when a long bull run ends in a very significant part of the equity market . At @ithoughtpms , we have been working continuously on preparing our portfolios to be future ready. Given the elevated valuations prevailing in themes we want to scale up, this has not been easy. As valuations gradually corrected, we have been focusing on achieving scale in portfolios. Now, we see a defining moment coming in that process.

The post budget sentiment created that opportunity for us. We #nudge you to think contrarian now. Invest when there is fear all around. Let the blood on the street not scare you. These excesses are likely to be forgotten later. Let near term performance of the market or your portfolio not stop you from seeking superior long term compounding.

This is a time to invest in great businesses at favourable valuations.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Elon Musk says the biggest company in the world in 10 years from now will be worth as much as $100 trillion.

That's ~22 times the current size of Nvidia.

[Barchart @Barchart]

BREAKING 🚨: Apple

It's official! $AAPL has traded red for 8 consecutive weeks, its longest losing streak since May 2022 📉🤯👀

[Nirav Parikh @NiravParikh8]

June 2022-March 2023 Vs April 2025-Till Date

[ithought @ithoughtinvest]

Riding the Cycles: Why Flexi Cap Funds Make Sense When Market Leadership Keeps Changing- Written by @ksenthil1990

Changing market leadership makes flexi cap funds an ideal core strategy for steady long-term equity investing.

Read the full blog here: https://t.co/ds3axVgDby

#FlexiCapFunds #EquityInvesting #PortfolioDiversification #MarketVolatility #Ithoughtpms

[ithought @ithoughtinvest]

Small Caps H1 FY26: Earnings not justifying Premium Valuations- Written by @ksenthil1990

Small caps face cooling earnings amid stretched valuations in H1 FY26, making selective, bottom-up investing more critical than ever.

Read the full blog here- https://t.co/IURR91ZEZs

#SmallCaps #IndianEquities #MarketValuations #Investments #BottomUpInvesting #Ithought

[ithought @ithoughtinvest]

Flows Are Strong - So Why Aren’t Markets Moving? Written by @ksenthil1990

Strong capital inflows into Indian equities haven’t lifted markets due to matching supply from IPOs, FII selling, and promoter offloading.

Read the full blog here: https://t.co/cmRJOSXvlj

#IndianMarkets #EquityFlows #FIISelling #IPOSurge #LargeCapStocks #LowVolatility #Ithought

[TheLiverDoc™ @theliverdoc]

Make this your must read for the day. We need to celebrate doctors like her.

This is the story of Dr. Sivaranjani Santosh, a paediatrician from Hyderabad, who fought for 8 years against sugar-rich drinks falsely marketed as ORS.

Her persistence led to FSSAI’s landmark order, protecting children and patients from misleading claims.

“These drinks had 10x the sugar WHO recommends, worsening diarrhoea and complications in millions of kids,” she explains.

Her 8-year battle changed the game for public health and children across India.

What is sad is that it took 8 years for the government and regulator to understand that these so-called ORS drinks were harmful to children. We need to have quicker public health reforms.

[Milestones2Wealth @Miles2Wealth]

M2W Conclave-வில் எங்களுடன் இணையுங்கள்! | @ksenthil1990

நாள்: 11-October-2025 (சனிக்கிழமை).
நேரம்: காலை 9 மணி முதல் மாலை 5 மணி வரை.
இடம்: Madras Management Association(MMA), சென்னை.

Fee: ₹1,500

இன்றே பதிவு செய்ய கீழ்கண்ட Whatsapp Link-ற்கு 'Online' என்று Message அனுப்பவும்.

WhatsApp Link: https://t.co/v34FQYZfHD

Limited seats only!

#milestones2wealth #M2Wconclave3 #investment #investors #mutualfunds #shyamsekhar

[Tiho Brkan @TihoBrkan]

Your entry is more important than your exit. Buffett argued so:

"Have the purchase price be so attractive that even a mediocre sale gives good results."

"Our business is making excellent purchases, not making extraordinary sales."

Clearly, timing matters.

We like buying when others panic (remember when China was deemed uninvestable?)