Manish

[Manish @man_agarwal]

@riteshmjn Saudi for you Sir

[Manish @man_agarwal]

@EquityInsightss Ultravolt isn't touching EHV, HT cables, institutional tenders, or exports — which is where Polycab & KEI's growth actually lives.

Birla Opus took 10% paint share. In cables, safety certifications & contractor loyalty make switching far harder.

Fear ≠ fundamentals.

[Manish @man_agarwal]

@ishmohit1 That gap between what the business is doing and what the price is doing is precisely where patient owners get paid. Ben Graham's old line fits perfectly and You're watching the voting machine have a tantrum while the weighing machine quietly keeps compounding.

[Manish @man_agarwal]

@ishmohit1 The disruption didn't get 18% worse this week; sentiment did. Through both of those sentiment-driven crashes, KEI's actual operating margin never fell — it went up to 12%. The fundamentals and the mood are on two completely different clocks.

[Manish @man_agarwal]

@ishmohit1 A year ago: the same Birla-entry news wiped 20%+ off the W&C pack in a session. Now: ~18% gone again in 5 days on the same fear, re-heated. That's not new information hitting the stock twice — that's the same fear being re-priced twice.

[Manish @man_agarwal]

@Shiva28082021 To me its a very good buying / accumulation opportunities in both KEI and Polycab.

[Manish @man_agarwal]

@WokePandemic Beautiful, Yeah thats the difference between Rich and Wealthy

[Manish @man_agarwal]

@SumitResearch Salzer is poor!

[Ritesh Jain @riteshmjn]

Not good … not good at all.

A movie like “Zindagi na milegi dobara” should never have been made.

[Elon Musk @elonmusk]

Where will AI be in 1, 2 or 3 years?

[Manish @man_agarwal]

उधर वाले यह सोचकर परेशान है की हम “आटा” नहीं ख़रीद पा रहे
और भारत में “सोना” ख़रीदने पर प्रधानमंत्री को मना करना पड रहा है

[Manish @man_agarwal]

@i_m_rajat77 @KommawarSwapnil I think good indicator is Oil proces

[Manish @man_agarwal]

Please open the Market tomorrow! Please. Why for India it is always just before weekend 🥹

[Narendra Modi @narendramodi]

Champions!

Congratulations to the Indian team on winning the ICC Men’s T20 World Cup!

This remarkable triumph reflects exceptional skills, determination and teamwork. They have shown outstanding grit through the tournament.

This victory has filled every Indian heart with pride and joy.

Well done, Team India!

[Manish @man_agarwal]

What a win #INDvENG

[sahil bhadviya @sahilbhadviya]

We celebrate ace investors who created massive wealth over 25–30 yrs. But they had one big edge - information arbitrage.
20 yrs ago, access to data, management commentary, and business analysis wasn’t democratized. Today, information gets priced in within seconds.
Defence, data centers, capital market plays, new-age platforms, CDMO. They are all great stories, but rarely cheap even after 18 months of correction.
The only real edge left? Behavioral edge. The courage to buy when sentiment is weak. The patience to hold when nothing seems to move.

[Gurmeet Chadha @connectgurmeet]

Last 3 days DIIs have bought 32000 cr ans FIIs have sold 20000 odd cr.

First tariffs, then AII disruption & now Iran war - we are facing constant redemption pressure from FIIs.

Increased taxes -STT, capital gains & rupees depreciation is a key catalyst.

I again request honourable @FinMinIndia to make taxation more friendly for risk capital. Also reward domestic investors for their continued faith in India story despite so much volatility.

Capital markets have deep linkage to real economy and it’s hurting us.

[Neetu Khandelwal @T_Investor_]

Bears Celebrating after attacking my Portfolio.

#stockmarketcrash #niftycrash

[Lala @LalaXd]

Told you. 😂😂😂

[Manish @man_agarwal]

Deal ho gai, balle balle #TradeDeal #tarrif #indiaustradedeal #IndiaUSRelations