Nitin Jain

Father | Investor | Learner | MBA | ex-Stonecap Securities, Walmart

[Nitin Jain @palindromename]

@EquityInsightss What is your take on JustDial?
1. Cash & investments almost equal to mkt cap
2. P/E of 12x
3. Breakout happened on very high volumes
4. New CEO & CFO appointed
5. Beneficiary of AI

[Nitin Jain @palindromename]

@smitadeshmukh We need a peaceful protest March to PMC office..politicians understand the language of numbers only

[Nitin Jain @palindromename]

@gurjota Perfect set up to go long? Price & time correction

[Nitin Jain @palindromename]

@a_basumallick Kwality Pharma as well

[Nitin Jain @palindromename]

@milesmintIN Did you factor in the demerger of ITC Hotels?

[Nitin Jain @palindromename]

@HDFCBank_Cares 3 calls to made to the RM since Friday & no one has turned up yet to open a bank account for a minor. Looks like you don't want business. Remember there are many other banks in the market & I was giving you preference just because my other banking is also with you

[Dr. Neha Das @neha_laldas]

ये आंदोलन ना तो 10 दिन पहले शुरू हुआ था, ना ही अभी किसी के हाथ मिलाने से खत्म होगा!

हमारी लड़ाई लंबी है, और आगे चलती रहेगी!

क्योंकि हमारा लक्ष्य पैसा या विधायकी नहीं, जातिवादी नीतियों का खात्मा है🙏

[Paramveer Rathore @ParamveerS36404]

सवर्णो 🚨 Repost

दिल्ली जंतर-मंतर ✊

#21AugReservationHataoAndolan

[Nitin Jain @palindromename]

@adeshjainj If the child is born outside India, is he eligible for a PAN?

[Nitin Jain @palindromename]

@PRATIKBULANI555 @reallysachin @PRATIKBULANI555 is a sadist who jumps on every news of someone exiting ITC 🤣

[Nitin Jain @palindromename]

@ashwinidamani Just what I learnt today listening to @MysticWealth11

[Nitin Jain @palindromename]

@moneyworks4u_fa meanwhile Max Fin has tripled in last 10yrs

[Nitin Jain @palindromename]

@Salman_2911 The previous high for Interarch is 15% adv on a Dec 2025 order. So looks like a first..

[Nitin Jain @palindromename]

@Salman_2911 20% advance is good for margins.
A first for Interarch.
And PEB industry too?

[Nitin Jain @palindromename]

@Salman_2911 To my surprise, they were able to improve margins in a tough qtr unlike their peers at Epack & M&B. Besides, order book went up 9% qoq & execution was good too. Not sure why mkt is not excited though..despite the underperformance, stock was down considerably on Fri & today..

[Nitin Jain @palindromename]

What I liked most about this order?

Other than the quantum, it's the advance they received that deserves special attention - 20%.

Good for growth & margins!

#Interarch #PEB

[Nitin Jain @palindromename]

@Iamsamirarora Because it supports your view?

[Nitin Jain @palindromename]

@IronyMeter I have been following Titan for a long time now..even when the late RJ used to come on call and grill the mgmt on why they were not exiting Titan Eye Plus after decades of poor execution..If they could've executed well, they would've till now :)

[Nitin Jain @palindromename]

@shubham_9909 Forming committees is not work! It is an easy way to escape from responsibility

[Nitin Jain @palindromename]

@Salman_2911 Yeah could be..but valuations have already halved from the peak & still no interest in the stock..Epack seems to be holding up well on the other hand

[Nitin Jain @palindromename]

@InvesysCapital Is it time for @PPFAS @ppfasmf @RajeevThakkar @oraunak to pivot too? @a_basumallick https://t.co/FN1p1rQKBp