Mukesh Poonia

Focus on compounding your learning before compounding your earning

[Mukesh Poonia @mukeshpoonia]

Magic & Miseries of Microcap Investing ft. Atul Raval | Smart Sync Servi... https://t.co/xfwMGQKoIp via @YouTube
One of the best learning video I have seen...every minute is worth watching. Thanks @SmartSyncServ @AtulRaval63 sir for such a wonderful learning experience.

[Aditya Aggarwal @equitybyaadi]

Some more memories

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

Equitybyaadi Investor meet on 26th july, 2026 at Gurugram.

Discussed 2 companies having all the characteristics of becoming future giants.

Had a detailed Q&A session with my mentors (will post the recording)

Discussed Red flags with examples of 10 companies

[Nandini @NBDwrites]

I am always surprised when someone asks, “What exactly has Modi done?”

Then I begin listing the accomplishments, and the mood invariably shifts.

I’ve never understood this collective short-term memory loss. It isn’t just puzzling - it can be fatal for both the nation and its people.

So today I decided to look at just one area: education.
Specifically, the institutions established since 2014.

Too often, we form our opinions on hearsay, emotion and sentiment rather than evidence. So let’s look at the numbers. They may well challenge what you think you know.

- Indian Institutes of Technology (IITs)

First 67 years: 16 IITs established.
Last 12 years: 7 new IITs established, taking the total to 23.
Capacity expansion: 5 existing IITs expanded, adding 6,576 seats.

Global footprint: Two international IIT campuses established - in Zanzibar and Abu Dhabi.

- Indian Institutes of Management (IIMs)

First 67 years: 13 IIMs established.
Last 12 years: 8 new IIMs established, taking the total to 21.

Global footprint: In September 2025, IIM Ahmedabad opened its Dubai campus.

- All India Institutes of Medical Sciences (AIIMS)

First 67 years: 7 AIIMS established.
Last 12 years: 16 new AIIMS established, taking the total to 23.

- Industrial Training Institutes (ITIs)

First 67 years: 9,977 ITIs.
Last 12 years: 4,705 new ITIs, taking the total to 14,682.

Skill development: PM–SETU (Pradhan Mantri Skilling and Employability Transformation through Upgraded ITIs), launched in October 2025, will upgrade 1,000 Government ITIs under a hub-and-spoke model.

- Universities

First 67 years: 723 universities.
Last 12 years: 607 new universities, taking the total to 1,330.

- Colleges

First 67 years: 38,500 colleges.
Last 12 years: 13,500 new colleges, taking the total to 52,000.

- Medical Colleges

First 67 years: 431 medical colleges.
Last 12 years: 387 new medical colleges, taking the total to 818.

- MBBS Seats

First 67 years: 51,348 seats.
Last 12 years: 77,628 additional seats, taking the total to 128,976.

- Postgraduate (PG) Medical Seats

First 67 years: 31,185 seats.
Last 12 years: 36,990 additional seats, taking the total to 68,175.

- Internationalisation of Higher Education

15 foreign universities are expected to establish campuses in India.

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

Our Investor meet at Statue of Unity.

Experts discussed sectors like:

Brokerage businesses such as Groww,

Precision Engineering,

Mining and Metals,

Red flags in microcap investing,

Usage of AI for investors,

How to find signals in Noise.

[RedboxGlobal India @REDBOXINDIA]

INDIA JUST MET ITS ALL TIME PEAK POWER DEMAND OF 271 GW WITHOUT A SINGLE BLACKOUT. THE COUNTRY THAT ONCE SUFFERED DAILY POWER CUTS IS NOW BUILDING FOR 300 GW

[Aditya Aggarwal @equitybyaadi]

राधे-राधे

कल काशी विश्वनाथ और माँ गंगा के दर्शन किये

आज काल भैरव, राम लला और हनुमान जी के दर्शन करने का सौभाग्य अयोध्या में मिला

हमारे इस प्यारे से परिवार के लिए प्रार्थना की। भगवान आप सभी को सुख, शांति, समृद्धि, ऐश्वर्या, आरोग्य, वैभव और यश प्रदान करें।

जीवन की हर ऊंचाई तक आप पहुंचे। मन में दुसरों के प्रति सद्भावना रहे. ऐसी भगवान को अर्जी लगाई।

जय श्री राम. जय भोलेनाथ

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

This means backward integrated steel companies having iron-ore mines will have an edge over standalone steel manufacturers.

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏.

3 years ago when we invested in this gem there were hardly any financials. Today the profit surpasses the sales. Multibaggers demand extreme patience, conviction and to hold when everybody is against it. Some promoters show you 10x and others silently build it.

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

Sandeep met me in an AGM for the first time though we didn't have any long talks. I knew him because he had attended some of my twitter spaces and when I got to know that he has invested 90% of his PF in a single stock I was shocked. I called him and asked to get out of it immediately since the company had a lot of red flags. Today the stock is down 94% from his buying price. I rarely call anybody like this but that day I was forced to since I cannot see somebody who is helping thousands of people around him to go into loss. He exited in time and got into better fundamentally sound stocks.

From there onwards our bond grew stronger and here is what he has to say........

https://t.co/VbyrjgsOmo via @YouTube

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

Even a 0.1% extra return comes with enhanced risk. So when you aim for 25% CAGR always keep it in mind the risk associated with it. There are reasons why MF earn 12-15% CAGR over a very long period of time.

Risk is not just a word. When something goes wrong only then you realise it was risky.

Result acha aayega, PE 20 se 10 ka ho jayega and stock chal jayega: These are narratives of bull market. During consolidation all these narratives don’t work.

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

In this video we will discuss whether you should diversify or play concentrated while investing. Also we will discuss what happens when you invest in overvalued companies and once you are stucked in such companies how it becomes really tough to get out of it.

#stockmarketinvesting #longterminvesting #diversified #investing #microcaps

https://t.co/4AsP3HOQtS via @YouTube

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

The psycology of an investor is “Today everything is up, I wish I should have bought earlier”

Or

“Everything is falling, I should wait for more downside.”

Stock market is more of a psycological play.

We have seen companies becoming 3x, then fall to half, then rise to 10x, then again becoming half and then consolidating for a very long period of time only to make new highs in coming years.

During all this price action if anything changed was “Investors sentiments” and not “Fundamentals”.

Be a investor not a speculator.

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

In this video I have discussed potential sectors of the next bull market once the geopolitical factors normalise.

Kindly like, subscribe and press the 🔔 icon. Also kindly retweet for the benefit of the investing community.

https://t.co/sofXm1lX0U via @YouTube

[Zen Nivesh @ZenNivesh]

Our first ever deep dive on a foreign business. 🤗

6500 words

Multi-decade history covered

Presented in an easy to understand simple words.

No technical jargons.

But it will test your attention span. Are you ready?

https://t.co/fevbGJDR9f

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

Equitybyaadi Investors meet at gurgaon was full of energy.

We discussed on Macroeconomics, Power sector, Steel Sector Defence sector & a Monopoly company.

Let’s create a network which has one & only aim of growing and learning together.

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

How to play stocks in cyclical sector. Which sector is looking good?

https://t.co/MzjpGzcblx via @YouTube

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

Pls don’t buy a company that has runup a lot in recent times just out of FOMO.

Price is what you, value is what you get.

A great company at any price is a myth.

Pls understand the concept of “margin of safety” before entering into any business.

[Prasanna Viswanathan @prasannavishy]

594 kilometres. ₹36,500 crore. Meerut to Prayagraj in under 7 hours. PM Modi and CM Yogi to inaugurate Ganga Expressway on April 29.

Who would have though a decade back that a state that was once a byword for broken roads now holds 60% of India's expressway network. Let that sink in.

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

Equitybyaadi Investor conference was power packed by sessions on:

Power Sector
Electronics & Semiconductor
Patterns in Investing
Microcap Investing tailwinds & headwinds
Redflags in Investing journey
Demergers

The sessions were delivered by Industry experts along with veterans having 3 decades of experience in microcap investing.

https://t.co/8KUhpFxhyK via @YouTube

#stockmarket #microcapinvesting #powersector #semiconductor #demergers #redflags #headwinds #tailwinds