Radhe Radhe 🙏
Equitybyaadi Investor meet on 26th july, 2026 at Gurugram.
Discussed 2 companies having all the characteristics of becoming future giants.
Had a detailed Q&A session with my mentors (will post the recording)
Discussed Red flags with examples of 10 companies
BIG ORDER WIN ! 🔋
⚡⚡⚡
*Diamond Power Infrastructure Ltd secures Rs. 435.71 crore order for supply of HT & LT cables for 310 MW Hyderabad Data Center* for L&T, Sterling & Wilson, Blue star
*This is among the larger single cable supply orders in India’s data center segment* and reinforces the Company’s position as a preferred supplier of power cables for mission-critical digital infrastructure.
Respected @nsitharaman ji and @FinMinIndia ,
Suggestion 1 of 3 for strengthening India's capital markets:
Long-term capital gains tax on listed equities should be abolished.
A long-term shareholder is not a speculator but a provider of patient risk capital. By investing in and holding businesses, investors help companies expand, create jobs, innovate and contribute to India's economic growth.
India requires enormous amounts of long-term capital to build world class enterprises, infrastructure and global champions. Tax policy should encourage households to move savings from passive assets, including imported stores of value such as gold, into productive businesses that create jobs, generate tax revenues and build national wealth.
The appreciation in a company's value is not created in isolation. During its growth journey, the government already collects corporate tax, GST, income tax from employees, customs duties, stamp duties and numerous other levies. Long-term capital gains are often the final outcome of economic activity that has already generated substantial tax revenues.
Most importantly, tax policy should clearly distinguish between investment and speculation. A long term shareholder is a partner in wealth creation, not merely a participant in market transactions. Tax policy should reward long-term ownership of productive businesses and distinguish it from short-term speculation.
India needs more patient capital, more entrepreneurship and more long term investing. Abolishing long-term capital gains tax on listed equities would be a powerful step in that direction.
Respectfully submitted.
Radhe Radhe 🙏
In this video I have discussed potential sectors of the next bull market once the geopolitical factors normalise.
Kindly like, subscribe and press the 🔔 icon. Also kindly retweet for the benefit of the investing community.
https://t.co/sofXm1lX0U via @YouTube
Radhe Radhe 🙏
Equitybyaadi Investor conference was power packed by sessions on:
Power Sector
Electronics & Semiconductor
Patterns in Investing
Microcap Investing tailwinds & headwinds
Redflags in Investing journey
Demergers
The sessions were delivered by Industry experts along with veterans having 3 decades of experience in microcap investing.
https://t.co/8KUhpFxhyK via @YouTube
#stockmarket #microcapinvesting #powersector #semiconductor #demergers #redflags #headwinds #tailwinds
Radhe Radhe 🙏🏻
“Your network is your networth”
In this video I have highlighted the importance of Network in your investing journey with a practical example.
https://t.co/ZemRdEIvfr
Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR:
Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help.
On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead.
He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows.
If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.