Slow & Steady Navigator

Working professional &
Passion in investing, NO Trading. No recommendations / paid services. Tweets are for reference only. I have been wrong many times.

[Slow & Steady Navigator @sarans81]

@unseenvalue @Nuvama_Wealth Delighted to hear this Sajal🎉

[Slow & Steady Navigator @sarans81]

@unseenvalue Bigger>Better>Bolder

[Slow & Steady Navigator @sarans81]

@AI_Feb21 @AdityaKhemka5 @unseenvalue The Team is Back. It's going to be a very interesting session. Pls don't miss this valuable session when 2 Pharma Legends spare their time for Us.

[Slow & Steady Navigator @sarans81]

@abhayjainp Good list

[Slow & Steady Navigator @sarans81]

@tushar9590 Paytm

[Slow & Steady Navigator @sarans81]

@abhymurarka I'm in. Pls let me know the place & time. Thank you

[Slow & Steady Navigator @sarans81]

@unseenvalue That's not an easy task.
Superb hardwork👍

[Slow & Steady Navigator @sarans81]

@1shankarsharma Shankar Ji,
Can crude oil price reach $130

[Slow & Steady Navigator @sarans81]

@narendramodi Due to oil crisis, Employees can plan Work from Home option to save oil crisis. We did this during Covid. Thank You 🙏

[Slow & Steady Navigator @sarans81]

@MovingBusIN Any specific bond to invest.

[Slow & Steady Navigator @sarans81]

@DietDrsayajirao Dr. Which yogurt one should have.🙏

[Slow & Steady Navigator @sarans81]

@nid_rockz Consistent 3 quarter results. 4th quarter results should be block buster. 🎯

[Ron || Mad About Stocks @MadAboutStocks_]

🇺🇸 Long Special Note 📝 🇺🇸

90(20) ➝ 260(55) ❤️
Yes, that happened.

#Intel is one of the 3 US stocks we own 🍀

🔥Almost a 3X in just 7 months ✅

Semiconductors haven’t been a casual read for me.
3 years. 1000+ hours Research 🧐 .
Charts, cycles, capex, geopolitics, patience.

This is the phase where preparation starts paying rent ❤️

Now the part that confuses most people
#Intel is actually my smallest allocation at 5% of 🇺🇸 portfolio 💼

The other two quietly carry 95% of the portfolio.🎯

“So if conviction was so high, why only 5%?”

Because my highest-conviction bet sat elsewhere.
A 75 % allocation.🎯 & how has it performed ?

Up ~7X already from APR 2025🔥😳😳

You probably know the name by now.
I will release a detailed note / Blog about it when it hits 500 😀🤟🏻

Different bets. Different weights. Same framework.

What are you smoking, Ron?

CONVICTION meets COURAGE 🎯🇺🇸

P.S: Our 2nd bet happens to be the OLDEST (2023) from these 3 and has a 20% Weightage, presently undergoing turbulence, but mark my words in 1 year , you will hear the music of the 82 year old🎧 👊🏻
P.S: The second one is also an AI Play but not SEMICON.

#Journaling #Semiconductors

No Recommendation 🙏🙏

[Slow & Steady Navigator @sarans81]

@thechartist26 Which ETF?

[Slow & Steady Navigator @sarans81]

@DietDrsayajirao Can diabetic person eat these things or need to modify the eating list.

[Slow & Steady Navigator @sarans81]

@safiranand 💯
Contra view is important.

[Slow & Steady Navigator @sarans81]

@AnshulGains Dr. Which are the food/ fruits high in fiber and also rich in protein

[Gurjot Ahluwalia @gurjota]

I will share the filter query tomorrow along with how this data should potentially be used for making investment decisions.

Please be patient.

[Slow & Steady Navigator @sarans81]

@AnshulGains Eating 3 eggs at a time may not be good for digestion. Right

[Slow & Steady Navigator @sarans81]

@oldschoolinvest If someone reads inlast 15 years how it started & how it keeps evolving & transforming is Amazing.
True Antifragile.