Rahil Shah

Personal Finance and Investing | All tweets to be taken with a pinch of fault.

Ex-@morganstanley Investment Banking | Views are personal

[Prabhakar Kudva @prabhakarkudva]

The primary reasons for this are:

1. Most stocks with good results have rallied into the result over the last 3 months and hence need some breathing space to make the next leap.
2. Overall markets after a stupendous rally in last 3 months and has entered a chop/consolidation zone. The environment always impacts the result reaction.
3. Many retail investors misunderstand or half understand what an earnings surprise is and jump on anything that has high topline or bottom line growth without understanding the context. They are being killed.

All of this is very normal. In most cases one will see that if the results are genuinely good and overall markets stay stable - before next quarterly results such stocks will do what they need to do.

Most importantly, this is not a hit and run market. One needs to play according to the pitch.

[Rahil Shah @pinchoffault]

The PE-fication of Indian schools and hospitals should not be allowed. Government should step in early before it is too late.

[Rahil Shah @pinchoffault]

What do we say to the God of AI? #TCSResults

[Rahil Shah @pinchoffault]

@amitgupta0310 The statement was made very casually and in passing. Don't think it will hold.

[Rahil Shah @pinchoffault]

@Shashank1171 Which platform is this? Seems like a great overview summary of results.

[Rahil Shah @pinchoffault]

@AimInvestments Been tracking Sai Silk and Credo (Mufti). Similar fundamentals and both trading at dirt cheap valuations despite generating decent cash flows + strong brands. No verifiable reason for the same. Just out of favour with investors post-listing? Huge downside MoS on both stocks.

[Tar ⚡ @itsTarH]

Great start to Q4FY26 Earnings

Below stats for 281 companies above 1000cr market cap which have declared results in April