Raunak Nagda

Business Development - Valuequest Investment Advisors. All about Food, Markets, Investing, Cricket, Bollywood and India

[ValueQuest @VQIndia]

The Great Physical Rebuild

Global capex intensity peaked at ~27% of world GDP during China’s 2003–08 industrialisation, powered by one country and one primary driver. Today, at least six independent drivers are unfolding simultaneously.

In a peak scenario, capex intensity could approach 28–30%, underscoring the potential scale of the investment cycle ahead.

Read the in-depth report on https://t.co/cVbYrGGVuK

SEBI Registration: https://t.co/CawHkEekGz
Disclaimer: https://t.co/vwZvdTGRD6

[Ravi Dharamshi @ravidharamshi77]

I have always found the obsession with dividing the market into large caps, midcaps and small caps somewhat futile. And when we get these questions asked by investors or TV anchors, there is no choice but to respond...but does it really help?

Saying “small caps will do well” or “midcaps should be avoided” often has about as much analytical coherence as saying that all stocks beginning with the letter M will do well— Letter S will do badly. Within every market-cap bucket, businesses differ enormously in quality, growth, balance sheets, governance, valuations and industry structure. Drivers of each businesses are very different. Their only common feature is their current market capitalisation.

Market-cap labels may be useful for defining mandates, measuring liquidity or constructing benchmarks. They are not an investment thesis. "I want to invest in mid caps" should not be a starting point for any allocation.

For a stock picker / business analyst, the real questions remain: Is this a good business? Is the opportunity large? Can it compound? Is management capable and trustworthy? And are we paying a sensible price?

The market cap is an output of the Size of the opportunity, the business quality and its valuation. It should not become a substitute for understanding either. #Markets #smid #businessanalyst #notmarketanalyst

[ValueQuest @VQIndia]

Demand is not just growing. It is deepening in intensity.
The enduring winners will be positioned where the economics are moving, not where they have been.

Read the India Solar Manufacturing Sector Deep Dive here: https://t.co/pe5X8puVEf

SEBI Reg: https://t.co/P8MOcbyy9q

[ValueQuest @VQIndia]

Trades are cyclical. Megatrends are generational!
@ravidharamshi77 opening #Vantage2026 with a reminder of why supply chain resilience isn't a trend — it's a structurally necessary shift.

#Vantage2026 #PEInvestorDay #ValueQuest #SupplyChain

[ValueQuest @VQIndia]

ValueQuest Tristar Fund has completed a ₹175 crore primary investment in Hi-Q Electronics Pvt. Ltd.

This is the Fund's third investment, following Rangsons Aerospace and Waaree Energy Storage Solutions and aligns closely with Tristar's mandate of backing India's emerging industrial champions.

The investment was covered by @vccircle you can read the article here: https://t.co/PhlZasGvlc

@ravidharamshi77 @sameervq @AniketDharamshi

[ValueQuest @VQIndia]

Energy Transition: The Consequences of Variable Renewable Energy

As renewables scale, the real constraint is shifting from generation capacity to grid resilience. What does this mean for infrastructure, storage and India’s power system?

Read our latest Deep Dive report - https://t.co/6LR0ergnG6

@ravidharamshi77 @sameervq @AniketDharamshi #EnergyTransition #RenewableEnergy

[ValueQuest @VQIndia]

India’s markets may be entering a quiet but decisive turning point. Policy, liquidity, and sentiment are aligning — signalling the next phase of the growth cycle.

Read our November Newsletter: https://t.co/GW2yo3z16i

#ValueQuest #IndiaGrowthStory

[ValueQuest @VQIndia]

ValueQuest Tristar Fund leads the round with INR 125 Cr investment in Waaree Energy Storage Solutions

Read the detailed press release
https://t.co/I12SRJWsq6

For disclaimer - https://t.co/oFRqj9ctDH

@ravidharamshi77 @sameervq @AniketDharamshi

[Niraj Shah @niraj_shah]

Whoever wants to have a ringside view of what the multi-billion dollar aerospace investment opportunity in India is about, do see this show
Thanks @ravidharamshi77 Aniket and Arvind for your time and intelligence

https://t.co/sDDSTJCBod

[ValueQuest @VQIndia]

Honored to host Padma Shri Viswanathan Anand, OGQ Director, with Viren Rasquinha & Rakesh Khanna, for an inspiring session on excellence, resilience & adaptation.

Proud to support India’s Olympic & Paralympic athletes through @OGQ_India

@vishy64theking @virenrasquinha

#VQIndia

[ValueQuest @VQIndia]

India’s moment in aerospace has arrived. OEMs need resilient supply chains. Indian firms in Tier 2–4 are stepping up.

Our latest Deep Dive explores the why, how, and where of this shift.
Full report 👉 https://t.co/FbrQ7oRv6k

#Aerospace #MakeInIndia #ValueQuest

[ValueQuest @VQIndia]

Rakesh Jhunjhunwala’s infectious laugh, bold bets & unwavering faith in India left an indelible mark on markets & lives. We honor his memory and continue to draw inspiration from his remarkable journey.

#RakeshJhunjhunwala #VQIndia

[ValueQuest @VQIndia]

Wish you all a Happy Independence Day 🇮🇳

#IndependenceDay #15August #VQIndia

[ValueQuest @VQIndia]

We are amid a structural shift: Private capex has overtaken govt capex for the first time in a decade! Is this the start of a new multi-decade investment cycle?

Read our analysis here: https://t.co/YLr4j7XJIK

#MacroShift #VQPerspectives #VQIndia

[Niraj Shah @niraj_shah]

The whole interview with Ravi (@ravidharamshi77) on how he see cycles and investing in some megatrends like Capital Markets and CDMO... long chat.. and a good one

https://t.co/pM8QadmE6T

[ValueQuest @VQIndia]

Remembering Rakesh Jhunjhunwala, the Big Bull whose conviction in India's potential inspired a generation of investors.

His legacy goes far beyond the markets, it lives on in the courage to believe, and the vision to bet big!

#RakeshJhunjhunwala #Mentor #ValueQuest #VQIndia

[Sagar @sagarcasm]

Beautiful moment. The best pair of the history of IPL celebrating together

[Aditya Raj Kaul @AdityaRajKaul]

Pakistan has found its new standup comedian - DGISPR *whistles” for the performance.

[Shiv Aroor @ShivAroor]

Thank you now, in future and forever to the men & women of our security forces.

And to your families.

No matter how many times we say this, it won’t be enough. 🇮🇳🙏🏽

[Sonia Shenoy @_soniashenoy]

What should you read to become a better investor ?

Ace stock picker @ravidharamshi77 gives us his list.

It includes:

➡️Berkshire Hathaway letters to shareholders

➡️Common stocks and uncommon profits by Phil Fisher

➡️Reminiscences of a stock operator

➡️Books by Peter lynch like One up on Wall Street

➡️Mastering the market cycle by Howard Marks

➡️Manias, panics and crashes

➡️Books by micheal Mouboussin

Full episode out on The Money Mindset

Link in bio 🌟