Bathrinath

[Bathrinath @rbathri]

Bangalore Site Speed meetup group is hosting technical talks & workshops on various tech layers that helps the website/mobile application to perform better. Link to join the event & speaker https://t.co/oi3xlKEQnu & https://t.co/KRv1hWxKN7

[Bathrinath @rbathri]

@EconomicTimes I am using ET portfolio. For a week unable to add any new transactions. Is the offering closed or are there any issues on the website?

[The Indian Investor @Anvith_]

📊 23 Quality SME Companies To Study, Research & Track

▪️ Msafe Equipments
▪️ Prime Cables
▪️ Systematic Industries
▪️ Aimtron Electronics
▪️ L. T. Elevator
▪️ KRM Ayurveda
▪️ OBSC Perfection
▪️ CFF Fluid
▪️ ABS Marine
▪️ Indo SMC
▪️ Suba Hotels
▪️ JD Cables
▪️ Patil Automation
▪️ Prizor Viztech
▪️ Freshara Agro Exports
▪️ Viviana Power
▪️ Yash Highvoltage
▪️ Oriana Power
▪️ Alpex Solar
▪️ Danish Power
▪️ Rajesh Power
▪️ Airfloa Rail

Disc: No Recommendation. Shared for educational purpose only. DYODD.

[The Indian Investor @Anvith_]

It genuinely feels deeply fulfilling from within to see people grow financially and move ahead in life using the knowledge built over years.

Got many such appreciating messages today, sharing one with all of you - when we all grow together, that collective progress is what gives me immense satisfaction and purpose 🙏🏻

Let’s grow together 📈 one smart decision at a time.

📊 Free Channel: daily updates, result analysis & concall insights to sharpen your understanding. 👇🏻

https://t.co/4Re5pFoowA

🔏 FireClub Premium: Indepth studies, detailed fundamental research reports, high conviction longterm Ideas, high ROR swing setups, wealth-building frameworks, weekly deep dives, sector roadmaps & rotation strategies to stay ahead. 👇🏻

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⚠️ Channel updates are for educational & research discussions only.
🚫 No buy/sell recommendation. Always DYODD 🔍

💭 Got questions? 📲 Send me a DM on X or Telegram.

[MR.Anil @Saffron_Anil_]

ஏன் இந்த மானங்கெட்ட பொழப்பு? @DrSenthil_MDRD 🖤❤️💦

[K.Ashok adv @ashok777_kalam]

திருப்பரங்குன்றத்தில் பிரியாணி கொண்டு போய் உண்டு மத கலவரத்தை தூண்டியவன் இந்த நாய் தான் கற்பூரத்தில் தொழுவதற்கு நிற்கிறான் தேர்தல் வந்தால் இவ்வாறு வேஷம் கட்டுவார்கள்!!

[K.Jayaprakash @itskJayaprakash]

தமிழகத்துல யாருக்கு ஓட்டு போட வேண்டும் என ஜமாத்தும், சர்ச்சும் முடிவு செய்யும்....
கூட்டணி பெயர் "#மதசார்பற்ற_கூட்டணி..
நம்பாதவங்க சங்கிங்க..!!🤐😁

[Johny Bhai(அண்ணாமலையின் வார் ரூம்)🇮🇳 @Johni_raja]

எலக்ஷனுக்கு இன்னும் 1 மாசம்தான் இருக்கு!!! சனாதன ஒழிப்பை தூக்கி பரணில போடுங்கயா! பரணில கிடக்கிற‌ வேல்,காவடி, விபூதி எல்லாத்தையும் எடுங்கையா! ஸ்டார்ட்! கேமரா! ஆக்ஷன்!

[Sumanth Raman @sumanthraman]

Destroying Sanathana Dharma is put on hold until 23rd April???

[Akshat Shrivastava @Akshatinvest]

I lost my account with over 440,000 followers. And, X hasn't been helpful so far.

My account @Akshat_World has been hacked.

My team has tried to coordinate with X support. But, it just keeps hitting a bot. We are clueless at this point how to approach this further.

It had taken me several years to build this account.
Not sure if I will ever get it back.

Just hoping that good folks would help me escalate this. @elonmusk @nikitabier

Thank you :)

[The Indian Investor @Anvith_]

🚚 India’s Logistics Ecosystem - Not One Sector, Many Businesses

National Logistics Policy is Shaping Growth by providing significant benefits. Logistics isn’t a single story. Each segment has different economics, margins, and scalability.

Mapped by what they actually do 👇

▪️ Platform
Blackbuck (Zinka Logistics)

▪️ Express / Last-mile delivery
Delhivery

▪️ Surface & Road Express (LTL / FT)
TCI Express
VRL Logistics

▪️ Air Express & Global Freight
Bluedart
Allcargo Logistics

▪️ 3PL Warehousing & Integrated Logistics
Mahindra Logistics

▪️ Multi-modal Logistics (Road + Rail + Sea)
Transport Corporation of India (TCI)

▪️ Rail Containers & CFS / ICD
CONCOR
Gateway Distriparks
Navkar Corporation

▪️ Ports & Specialized Logistics
Adani Ports & SEZ

▪️ Cold Chain Logistics
Snowman Logistics

🚫 No Recommendation @deepak4748

[The Indian Investor @Anvith_]

📲 Honestly, the one tool that’s made my market tracking 10x easier lately is FinQ India.

I get every result, order, and corporate update for my stocks instantly on WhatsApp - faster than my broker notifications 😂

My fav bits:
✅ Tracks 5,000+ companies
✅ Clean AI summaries
✅ Instant alerts
✅ 20 stocks FREE for the first month

If you’re into markets, this is a cheat code → https://t.co/b72kdYK2tS 🚀

As you can see 👇🏻, Newgen’s order update hit BSE at 5:21:03 PM…
and I received the alert on my WhatsApp at 5:21 PM through FinQ India.
That’s how fast the platform is. ⚡

[Bathrinath @rbathri]

@Anvith_ @sushilbalkote @PiyushNaik46777 @surendrareddyca @rohantantia @viralbshah @jagatnarayan786 @hariniv2505 @AzelDivekar @Sky16akash @vishpradp Rapido is launching ownly that's gonna challenge the profit margins

[The Indian Investor @Anvith_]

🍽️ Eternal (Zomato) isn’t a food-delivery app anymore – it’s a full lifestyle ecosystem.

🔹 Zomato → Discovery, dining, delivery
🔹 Blinkit → Instant groceries
🔹 Hyperpure → Restaurant supply chain
🔹 District → Movies, tickets, experiences

Together, they’ve built India’s most complete consumer-tech loop around how we eat, shop and go out.

And the kicker?
This empire still trades at a P/E >1500.

The flywheel is real and the expectations even bigger.

🚫 No Recommendation

[Deedy @deedydas]

🚨The Gemini 3 launched leaked hours before the official launch!! The model is INSANELY good, but let's dig deep and see what it means for the AI future.

1. It's not going to be super expensive!
Google trained this from scratch on TPUs as an MoE with 1M input and 64k token output. MoE means they can afford to make this cheap.

2. This is next level for Computer Use and automating real knowledge work.
ScreenSpot Pro is a very low-key benchmark which tests understanding screenshots in apps including AutoCAD, PhotoShop and many more. Gemini 3 is 2x SOTA on this with 73%.

3. Best AI for Math by far.
Gemini 3 is RLd on a ton of theorem proving data and is flawless on AIME and 23% on MathArena. Other models barely scrape 1%. There are clearly some generalized reasoning benefits given the sota 30% on ARC AGI 2 as well!

4. Insanely good at coding but unclear if best.
Live Code Bench elo of 2400+ is fantastic yet the one benchmark it doesn't get SOTA at SWE Bench. It's #1 on tool calling and terminal bench too.

Google pulled out everything they had on this one. They perfected their training recipe, trained on all the proprietary data they had and crushed every benchmark they could. This is a meaningful step up in model quality and clear proof that AI progress isn't slowing down.

I just don't know how any other company but Google wins on model quality here: they have a) cost advantage due to owning hardware b) ooms more proprietary data c) more disposal cash to spend on training and new data d) as good talent as anyone else. Flaunting their total dominance.

I suspect it will be hard to beat these results in the next 6 months.

[The Indian Investor @Anvith_]

📈 7 Defence shares technically poised for a monthly breakout 🧵

1] Bharat Electronics (BEL)

[Bathrinath @rbathri]

@Anvith_ Congratulations

[The Indian Investor @Anvith_]

Apollo Micro Systems 🚀 📈

I realised ₹5.2L from Apollo Micro Systems this financial year

📊 Well-researched data → Well-tested framework → Conviction → Patience → Wealth Creation 💹

📢 Join my FREE Telegram Channel for stock market updates, analysis & concall insights.

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👉 15% one-time Diwali 🪔 coupon applicable on Half-Yearly, Yearly & 2-Year Subscriptions

✅ Telegram Channel updates are for educational & learning purposes only.
🚫 No Buy/Sell Recommendation. Always DYODD.

#ApolloMicroSystems #AMS #Defence

[The Indian Investor @Anvith_]

Textiles – India’s Silent Compounders 👕🧵

From towels to tech-textiles, India’s fabric story is evolving beyond basics - into design, premiumisation & exports.

🔹 Garware Tech: Technical textiles
🔹 Pearl Global: Activewear & export apparel
🔹 Welspun Living: Home textiles
🔹 Lux & Raymond Lifestyle: Innerwear to premium apparel
🔹 KPR Mill: Yarn-to-garment integration
🔹 PDS: Global fashion sourcing
🔹 Arvind & Alok: Denim & large-scale textile manufacturing

TII’s Take:
India’s ₹2.5L Cr textile base is quietly compounding, policy push + fashion exports + automation = the next structural rerating cycle.

💭 Are you holding or tracking any of these companies?

🚫 No Recommendation.

#Trump #tarrifs #MakeInIndia #ViksitBharat @deepak4748 #Nifty50

[The Indian Investor @Anvith_]

Eternal (Zomato) – Broker Updates Roundup
Momentum builds across Street targets after strong Q2FY26 performance

🔖 Bookmark & Repost ✉️

1️⃣ Nuvama 🟢
🔹Target: ₹400 (↑ from ₹320)
🔹View: Buy
🔹Highlights:
▪️Revenue above estimates
▪️EBITDA margin at 1.8% vs 2.7% expected
▪️QCom loss reduction slower due to higher marketing spends

2️⃣ BofA Securities 🟢
🔹Target: ₹400
🔹View: Buy
🔹Highlights:
▪️Positive commentary from concall
▪️QC losses slightly above investor expectations
▪️Store expansion target raised to 2,100 by Dec’25 (vs 2,000 earlier)

3️⃣ Emkay Global 🟢
🔹Target: ₹430 (↑ from ₹330)
🔹View: Buy
🔹Highlights:
▪️Better-than-expected revenue growth
▪️Strong November traction in Quick Commerce
▪️Shift to owned inventory model gaining pace
▪️Weaker QCom EBITDA offset by stronger Food Delivery margins

💭 Are you holding or tracking Zomato?

🚫 No Recommendation.

#Zomato #Eternal #Swiggy #Blinkit #District

[The Indian Investor @Anvith_]

📊 Top 15 Stocks Bought & Sold by Mutual Funds in September 2025

🟩 Top Buys

Hindustan Zinc
Adani Power
Indian Railway Finance Corporation
Mazagon Dock Shipbuilders
Titan Company
Housing & Urban Development Corporation
Dalmia Bharat
Vodafone Idea
Bank Of Maharashtra
Yes Bank
Kingfa Science & Technology (India)
Blue Jet Healthcare
Network People Services Technologies
Sammaan Capital
Asahi India Glass

🟧 Top Sells

Siemens Energy India
Zydus Lifesciences
Tata Motors
Bajaj Finance
CG Power and Industrial Solutions
Tata Elsi
IDBI Bank
Hero MotoCorp
Indusind Bank
Hitachi Energy India
Cemindia Projects
Taj GVK Hotels & Resorts
Ramkrishna Forgings
Inox Green Energy Services
Sterling and Wilson Renewable Energy

Source: ICICI Direct.

💭 Are you holding or tracking any of these stocks?

🚫 No Buy/Sell Recommendation.

@deepak4748 @KhapreVishal
#MutualFunds #MF #SIP #Investing #Nifty