Ravi Somani

Life Long Learner

[Ravi Somani @ravisomani24]

Regretting for not buying Mac Air M5. Was getting at close to 90-95K few weeks ago with Card Offers. Was about to purchase but decided to wait for some time and now the Price Increase is so Big that I need to drop the Plan of Purchasing 😭😭

[Ravi Somani @ravisomani24]

@SureshKBN As far as I know Stock is not been sold in MTF from long time from Brokers. I think from when it is in 5% band.

And Brokers ask to convert the already MTF Position to Normal Position when Stock comes into 5% Band (or BE symbol on NSE).

[Ravi Somani @ravisomani24]

@meabhayy @JioCare Facing Same Issue. Living in Baner

[Ravi Somani @ravisomani24]

@LearningEleven Great Advice !!
Eagerly waiting for Timepass Talks on Sunday 😁

[Ravi Somani @ravisomani24]

@itsTarH Any Company you track which works on Specialized Glass Fiber and can be beneficiary ?

[Ravi Somani @ravisomani24]

@9onecapital Uptrend with price going up and then have some pull back and take some rest and then again move up. Also Liquidity (Volume) pushing Price up faster.

[Ravi Somani @ravisomani24]

@abhymurarka Interested Sir !!!

[Ravi Somani @ravisomani24]

@shiladitya4u Currency falling is Good for Export Oriented Companies but isn't Export Volume will be Going Down due to War ?

[Ravi Somani @ravisomani24]

@Dhimahi11 Observed Same Issue Today. On Blinkit have to cancel because the Store which got selected for Delivery was very far away which do not happen usually. So have to cancel the Order but even Zepto took longer time to Deliver Today.

[Ravi Somani @ravisomani24]

@dhanesh500 Yes. Was thinking about this and Real Estate and Retail Lenders will also get Bigger Hit

[Ravi Somani @ravisomani24]

@ishmohit1 Yes with this much increase in Gold and Silver this looks like bad for Jewellry Business.

Also from Ritesh Jain Sir Interview that there will be time when Normal people will not be having Gold and will be that Costly. What happens to Gold Jewellry ? Diamonds 🤔

[Ravi Somani @ravisomani24]

@shiladitya4u You are tracking them Technically or Fundamentally and what way you prefer entering in them ?

[Ravi Somani @ravisomani24]

@prabhakarkudva Sir Companies with 30-35 PE if fallen 20-30% have come in Below 25 PE Category as well in Screening 😅.
Some High PE sector of Power /Solar which have fallen the most were earlier in above 25 Category but after fall comes in below 25 Category.

Yes Both Buckets have fallen much🥺

[Ravi Somani @ravisomani24]

@shiladitya4u Amazing Execution by V2 🔥🔥

I think PAT will see YoY Degrowth as last Year December shows the Highest OPM of 19% (which is unlikely this Quarter). But I think here we should think about Revenue Growth and SSSG.

[Ravi Somani @ravisomani24]

@shiladitya4u Which companies do you track in these sectors ?

[Ravi Somani @ravisomani24]

@shiladitya4u I think Market is worrying about them because I took entry in PEB stocks 😂😂

Don't know how each stocks keep falling after I enter them 😅

[Ravi Somani @ravisomani24]

@RaoManhar Hello Manhar. Learning a lot from You from your Posts here as well as on VP.

Just wanted to know do you have Concentrated Portfolio or Diversified ?

Saw you Hold more than 1% in Creative Graphics so just wanted to know.

Thanks !!

[Ravi Somani @ravisomani24]

@GitaShlokas_ Jai Shree Ram

[Ravi Somani @ravisomani24]

@EquityValueIn So is Techno Electric in your list because apart from T&D they have this Optionality of Data Centres? Though they have reduced Guidance on the Data Centre Business part.

[Ravi Somani @ravisomani24]

@Saymyname037 Carlos has dominated this US Open 🔥

His Forehand was way too Amazing.

His 1st Serve % has improved a lot. Was very good with them.

His Returns were too Good.

He broke Djoko and Sinner in the 1st Game itself on their Serves.

Overall he was untouchable this whole US Open.