ca naresh kumar agarwal

Ca and stock broker since 1986

[ca naresh kumar agarwal @nareshkumaraga5]

Market these days

[Kushal Lodha @kushallodha548]

The promoter of TD Power sold shares at a valuation of around INR 5,500 crore and is now buying back at a valuation of INR 25,000 crore.

“There was a lot of noise about why he was selling his stake. But at INR 25,000 crore, he has put even more money into the business.”

“Promoters are human too. They have personal financial needs — buying a house, funding their children’s weddings, or acquiring other hard assets. Not every stake sale signals a lack of confidence in the business.”

- Ishmohit Arora

[Stock Market Scientist™ @MarketScientist]

Black Monday
Black Wednesday
Black Thursday
Black Friday

Seeing for the first time after very long

Thank God we had holiday on Tuesday...

A sentimental positive is required for bounce as of now more than anything else

[Basant Maheshwari @BMTheEquityDesk]

The incentive to hold the stock market with manipulative, false promises died today.

[Kushal Lodha @kushallodha548]

They manage a fund with over Rs. 1,600 Crores in AUM.

Their fund is up 39% since September 2024 while the markets have tumbled 12%.

He has built SOIC (@soicfinance), a YouTube community focused on investing with upwards of 5 lakh subscribers.

He is a Stanford graduate who has worked at Sequoia Capital and Capital Group and has been investing in India since 2015.

They are none other than Mr. Ishmohit Arora, Cofounder of SOIC, and Mr. Siddhant Bhandari, Cofounder of Persistence Capital respectively.

In my recent podcast, they revealed how to spot J-curve stocks early, find the catalyst and time the entry:

→ Why "NEW" is the most powerful word in investing. One new solar policy took a company's profit from Rs. 10 crore to Rs. 3,000 crore in four years.

→ Why 80% of a stock's move comes from its sector. Dixon was 3% of TCS's revenue, yet added half as much as TCS in five years.

→ How a new management transforms a stock. The Murugappas entered CG Power at Rs. 10. Six years later, it's above Rs. 900.

→ The Train A, B, C framework: Why a good stock with no catalyst is "hope investing".

→ How con calls, announcements and management interviews reveal catalysts early, including a "congrats index".

This episode is powered by @_groww.

Check out the full episode with Mr. Ishmohit Arora (@ishmohit1) and Mr. Siddhant Bhandari on my YouTube channel!

[ca naresh kumar agarwal @nareshkumaraga5]

Break - PM Modi Is meeting with Economic Advisory Council - FM Nirmala Sitharaman and Cabinet secretary too are present.

[ca naresh kumar agarwal @nareshkumaraga5]

@pushpendrakum @keshavsp13 People have lost patience
3 year no return
And no initiative

[ca naresh kumar agarwal @nareshkumaraga5]

These 6 companies from my watchlist look good:

HFCL: 80% growth guidance, ₹1,800 crore+ capex plan | Data centre play.

E2E Networks: 1,024+ B200s going live in Q3FY27, a ₹1,000 crore long-term order, and a ₹1,500 crore capex plan.

PNGS Reva: Natural diamond play | Lightweight jewellery.

Shadowfax: E-commerce and quick commerce are growing at a rapid pace, and the company could be a good proxy.

Aeroflex Industries: Skid assemblies for data centres. The company is investing ₹202 crore in capex for skid assemblies and SS hoses.

Pine Labs: UPI merchant MDR charges would generate extra revenue, directly boosting profits. Besides this, the company is already guiding for 21%–23%growth

[ca naresh kumar agarwal @nareshkumaraga5]

दशहरा पर्व की आप सभी दोस्तों को बहुत बहुत शुभकामनाएं 🙏

मान्यता है कि आज के दिन नीलकंठ पक्षी के दर्शन किए जाते है

तो जिस जिसने नहीं देखा तो वो दर्शन कर ले

[ca naresh kumar agarwal @nareshkumaraga5]

@ankitsinha0880 @IVivekPandey Hopeless. Pl shut up

[Gnyanad Bhatt @Asset_Architect]

🚨🔥 Q2 FY27 RESULTS WATCHLIST | PART 1 🔥🚨

Around 180 companies have announced results over the last 2 weeks. But I’ve filtered out only a handful where the results + chart structure caught my attention. 👀📈

14 companies on my radar:
Premier Polyfilm
TARIL
BHEL
Elecon Engineering
Tech Mahindra
Tips Music
Onward Technologies
Paushak
E2E Networks
Raghav Productivity
Solara Active Pharma
Indorama Synthetics
Kabra Extrusiontechnik
Himadri Speciality Chemical

This is just PART 1. Plenty more charts to cover! 🚀

❤️ HIT LIKE + FOLLOW if you haven’t already.

PART 2 drops next weekend. Let’s find out which charts are setting up for their next big move! 👀📊

[ca naresh kumar agarwal @nareshkumaraga5]

@Finance_Bareek Interested

[CA Nitin Kaushik (FCA) | LLB @Finance_Bareek]

Hi Guys,

few weeks back, I had shared 2 large cap stocks, at their 52 week low, that can give 50% return in next 2-3 months - M&M & MUTHOOT FINANCE

Today, I shared 2 MID CAP STOCKS, that can give 30-40% returns in next 3 months - KEI INDUSTRIES & EMCURE PHARMA

Tomorrow, I will share two SMALL CAP stocks that can give 50% returns in next 4-6 months.

Comment if interested 🙌 I might DM as well

#stockmarket

[Sekhar @LearningEleven]

You don’t need 15-20 stocks to generate meaningful returns. You need 4–6 right stocks across 2–3 powerful themes.

At any given time, only a handful of themes drive outsized returns. Identifying those themes and picking the right businesses within them is what truly matters.

The rest of your portfolio is primarily there to diversify and manage risk.

So, stop obsessing over building a 15-20 stock portfolio. Instead, focus on identifying those 2–3 themes and 4–6 stocks that can genuinely move the needle.

Understand them deeply. Track their progress closely. Build conviction and size your positions accordingly.

The goal is not to own more stocks. It is to own more of the right stocks, in the right size.

[ishmohit @ishmohit1]

We don’t know how many of Sunday webinar sessions we would have done @soicfinance @sidnautiyal07 in the last 6 years for the students.

When you fall in love with something (Teaching in my case), it never seems like work but more of a hobby which you can do without realising that you have spent time.

Find your Ikigai

[ca naresh kumar agarwal @nareshkumaraga5]

@ankit_investing @grok Kaha se ulta khabar laye hai

[ishmohit @ishmohit1]

Just valuations alone can never be the reason to buy.

Inflection+Rate of change has to accompany the thought process. Otherwise, value traps will be the most likely outcome

[ca naresh kumar agarwal @nareshkumaraga5]

Happy navratri

[Sekhar @LearningEleven]

Looks like every couple of years, September–October starts brewing trouble for small caps!

At this rate, we might soon have a new market anthem:

Bye-bye in September, buy-buy in March!