Pratik Chauhan

Speak-Out Money Loud 💸 Content Creator Interested in Finance, Money and Self-Development • Have a Finance YouTube Channel

[Pratik Chauhan @pratikchn]

Friend: Kya karu iss girte market me?

Me: Paisa hai toh daal de, nahi ha toh baithe rahe.

As simple as that.

[Pratik Chauhan @pratikchn]

If you do just one thing today to understand what’s really happening in the US economy, listen to this gentleman.

https://t.co/B9IaU0997i

[Pratik Chauhan @pratikchn]

Dynamatic Technologies delivers the first complete ship-set of Airbus A220 doors, entirely made in India.

A big step for Make in India and complex aerostructures capability.

[Pratik Chauhan @pratikchn]

Planned for 60 months, executed in 18 months only.

That’s crazy execution by Interach.

[Pratik Chauhan @pratikchn]

You can watch the session on https://t.co/67jQPrW19y to understand Stage Analysis in depth, along with multiple real-market examples.

Use code HNY2026 to get 26% OFF.

[Pratik Chauhan @pratikchn]

Entero appears to be attempting a Stage 2 (Run Up Phase) transition, with a move above the 30 WMA supported by rising volumes.

If Q3FY26 results back this up with strong numbers and positive free cash flow, or at least a clear path toward it, the stage change can get confirmed.

Could be wrong.
Not a buy/sell recommendation.

[Pratik Chauhan @pratikchn]

KMP of Hatsun Agro after releasing “First Cut of Q3FY26” on WhatsApp Status.

“Sorry bhaiya, galti se mistake ho gayi!”

[Pratik Chauhan @pratikchn]

46% growth in advances against gold and gold jewellery.

Crazy!!

[Pratik Chauhan @pratikchn]

Papa: Silver ₹10 lakh/kg tak ja sakta hai, kharid loon?
Me: Papa, market mein FOMO chal raha hai — aap uska shikaar mat banna.

I showed him silver’s charts from 1980 and 2008.
Same story: sharp spikes → brutal falls.

I don’t know if silver will crash again.
But one thing is clear — buying anything in FOMO means buying it expensive.

Markets reward patience, not excitement.

[Pratik Chauhan @pratikchn]

Ashapura Minechem Interesting report by Tijori on potential EBITDA growth over the next 5 years:

Base case: ~38% CAGR
Bull case: ~47% CAGR

Now it comes down to execution; let’s see if the management delivers.

[Pratik Chauhan @pratikchn]

RBI has clearly shifted to liquidity-support mode 🔥

• ₹2 lakh crore of Govt bond purchases via OMOs
• $10 bn USD/INR buy–sell swap

Net impact 👉 more durable liquidity in the banking system, easier funding conditions & support for credit growth.

No surprises if financials continue to lead, must-own theme in portfolios.

[Pratik Chauhan @pratikchn]

Kross ltd Important Milestone.

[Pratik Chauhan @pratikchn]

Your pick!

[Pratik Chauhan @pratikchn]

Legacy, large AMCs tend to stay with CAMS.
New-age, fast-growing AMCs increasingly choose KFin.

Reminds me of traditional full service brokers choosing NSDL and discount brokers choosing CDSL in the past.

Though, completely different scenario, RTA is a high stickiness business, once an AMC is onboarded, switching is rare.

I don’t expect dramatic market-share shifts here.

If you had to pick one, which would it be ?CAMS or KFin?
Let me know!

[Pratik Chauhan @pratikchn]

@AimInvestments We are not alone.

[Pratik Chauhan @pratikchn]

The new facility started operating as management guided.

#TDPS

[Pratik Chauhan @pratikchn]

Speculation is winning.
Fundamentals are losing. (For now)

Loss-making stock hit upper circuits.
And quality businesses are correcting daily.

Though, markets don’t stay irrational forever.

#Meesho

[Pratik Chauhan @pratikchn]

In war, only one side wins.
In business, multiple winners can coexist.

MRF wins in passenger & commercial tyres with brand, scale and distribution.
BKT wins globally in off-highway & specialty tyres with niche focus.

Different customers. Different strategies.
Both created wealth for investors.

[Pratik Chauhan @pratikchn]

A dialogue from Dhurandhar that reminded me of the stock market:

“Kismat ki sabse khoobsurat aadat pata hai kya hai?
Woh waqt aane pe badalti hai.
Hamara bhi waqt ayega.
Tab tak ke liye, nazar aur sabr.”

Falling markets test patience.
Staying invested is how wealth is built.