Keshav Munjal

Investor | Learner | Entrepreneur

[Keshav Munjal @munjalkeshav]

https://t.co/UP4KMm4Etg

[Keshav Munjal @munjalkeshav]

@HanuRaoG Indian judiciary system is a joke

[Keshav Munjal @munjalkeshav]

@HanuRaoG @shivam0149 Tareek pe Tareek

[Keshav Munjal @munjalkeshav]

@ManavKothari99

[Keshav Munjal @munjalkeshav]

@aryamanar99 @yobocsod Same

[Keshav Munjal @munjalkeshav]

@Streetotrades1 Check consolidated result🤦🏻‍♂️

[Keshav Munjal @munjalkeshav]

@aryamanar99 @manan_0308 “cost effective”

[Keshav Munjal @munjalkeshav]

@ManavKothari99

[Keshav Munjal @munjalkeshav]

@chiragdashj Fair point. Many are illogically assuming that low PE stocks gonna rerate now.

[Keshav Munjal @munjalkeshav]

@aryamanar99 @ruhinchatterjee Now i know you cried while watching Saiyaara

[Keshav Munjal @munjalkeshav]

@rahuulmatlani Doubt India gonna follow this. SEBI still babysitting investors.

[Keshav Munjal @munjalkeshav]

@aryamanar99 Lesson 1: Unlearn this 🤣

[aryaman @aryamanar99]

@priyankinfinnov @amarkoradia @CapitalmindMF @deepakshenoy One of my reasons is that I tend to favour funds with substantial AUM. I know this isn't a foolproof strategy and might be naive but I believe the larger the AUM, the higher the fund manager's pedigree and the more checks and balances in place. Just a good rule of thumb generally

[Keshav Munjal @munjalkeshav]

@aryamanar99

[Keshav Munjal @munjalkeshav]

@aryamanar99 @priyankinfinnov @amarkoradia @CapitalmindMF @deepakshenoy Nahi bhai 🥲

[Keshav Munjal @munjalkeshav]

@prakdadlani @Gunjan_2706 Is it manageable from Hong Kong? Asking as our factories are in India and i have plans to move abroad.

[Keshav Munjal @munjalkeshav]

@samisosa1234 Not denying Oriana’s growth I invested when it was getting beaten down around ₹1500

My point is: sentiment doesn’t always move in sync with fundamentals.
Oriana proved it and went back to the level it deserves. SJ might too.

[Keshav Munjal @munjalkeshav]

🎖️ Oriana Power went from hype to hate and back to hype now.

The stock price tanked to ₹1,000
The business didn’t change.
The price did.
So did the sentiment.

SJ Logistics feels like it’s going through that same cycle right now.

Hated not because the business is broken, but because the price isn’t moving.

[Keshav Munjal @munjalkeshav]

Nowhere did I say retailers brought the stock down.

I clearly mentioned how the market once priced in FY27 optimism, and when those expectations weren’t met, the narrative shifted as it always does and now no one is interested in the business.

This post isn’t about LawSikho. It’s about evolving how I evaluate businesses now, and a general point on how businesses work in real life.

That’s it.

[Keshav Munjal @munjalkeshav]

🎖️ Most retail investors gave up on Addictive Learning (Law Sikho) the moment it missed its own guidance.

But businesses aren’t Excel models. Sometimes the plan doesn’t work. Even founders misjudge what’ll scale and what won’t.

Valuations were built on FY27 hopes. When numbers didn’t match the narrative, the market beaten it down.

Now it trades at a fraction of those high and suddenly no one’s interested.

But the business? Still solid. Still building. Still in a space with serious long-term potential.

This is where i have shifted my focus on. Focusing on businesses where the mood of the retail investors shifted due to some reason, yet the underlying business is still solid.

[Keshav Munjal @munjalkeshav]

@rajatscribbles_ Will check Rategain, never studied the company, but I don’t think Tanla Platforms has reversed completely yet as per the charts. May breakout with strong earnings.

This is a weekly chart

[Keshav Munjal @munjalkeshav]

@rajatscribbles_ Indian Emulsifiers is one, Felix Industries was beaten down because of delay in the Oman Plant.

Currently evaluating Praveg which was once a rockstar but currently down 60% from Top.

These companies are not for momentum chasers, it’s mainly for the value buyers.