firstalphabet

[firstalphabet @thefirstalphabe]

@amfiindia hi. I have emailed you for a query and there has been no response since 2days. Kindly reply

[Ankush Prajapati @Mf360WW]

5 Risk Ratios to analyse in Mutual Funds:

1. Sharpe Ratio - Above 1 is Excellent
2. Sortino Ratio - Above 2 is Excellent
3. Information Ratio - Above 0.5 is Excellent
4. Alpha - Above 3 is Best Performing
5. Standard Deviation - Below Category Average

Save this for your Mutual Fund analysis.

[GrowthEdge @growth_edge_]

Where do you research mutual funds?

Three websites worth bookmarking:

✅Value Research: Fund ratings, categories & comparisons
✅AdvisorKhoj: Rolling returns & performance analysis
✅Morningstar: Portfolio details & independent research

Which one is your go-to? 👇

[Abhishek Jha @abhishekjha157]

This 3 min video of Nepal Flood, captures what became the last 3 mins for a many people in a small city and Trishuli Bazar.

Everything disappeared in a flash. People, old and young, ran wherever they could, trying to escape the raging and imminent death.

Schoolchildren ran som were still inside buses some running on the strret,as panic spread through the market. Shopkeepers and residents had little time to save anything. Houses, shops and vehicles were swept away, leaving behind mud, broken structures and scattered belongings everything floting like a paper boat.

For many, everything they had built and owned was gone in the blink of an eye. People ran for life, while tryingbto look back, watching helplessly, as the bustling market got buried completely.

[Investing Journal @MindvaultAl]

S. Naren gives a masterclass on spotting bubbles and knowing when to switch & potentially making huge returns 🔥

“Everyone tells you when to buy, but no one tells you when to sell or switch.”

His bubble examples are striking:

IT in 2000 → Gurgaon real estate → pharma → cement & steel → silver-> US AI today.

The Gurgaon story 😅 — people were buying properties years before they would even be ready.

When something starts dominating the narrative and delivering crazy returns, what are the signs to watch for before the bubble gets too far?

Thanks to YT IITMAA for amazing masterclass

Source: YT @IITMAA

#nifty #stockmarketindia #Snaren

[ET Money @ETMONEY]

One mutual fund now controls 23% of all the money in India’s multi-cap category.

Its AUM has exploded from around ₹9,800 cr to ₹54,600 cr in just 4 years.

However, its recent performance has been off-colour.

So, what’s going wrong? Let’s investigate. A 🧵

[GrowthEdge @growth_edge_]

A fund is underperforming.

Bad patch or Game over?

Aashish Somaiyaa, CEO of WhiteOak Capital, explains why investors need to look one level deeper.

Video Credit: WealthByMO

[firstalphabet @thefirstalphabe]

Why is @jio_fiber not working in Matunga? Since 2 days? Our work is getting hampered. @JioCare

[The Nifty Compounder @NiftyJourneY]

Persistent Systems — Q1 FY27 Key Highlights

1. Revenue Growth
USD Revenue: $452.4 million, reflecting 16.1% YoY and 3.8% QoQ growth.
Constant Currency (CC) Growth: 16.5% YoY and 4.1% QoQ.

[Fitness & Health @movie_cliplog]

You can complete workout with the help of chair.

[Darshan Mehta @darshanvmehta1]

Why Gujarat Fluoro is rallying?
- Company had analyst and investor plant visit on 16 and 17 July to see Battery Chemicals Plant at Jolva
- Rs 6000 capex done with very little revenues to show for it so capital allocation has been a concern for investors
-Visit eased concerns as plant is moving closer to commercialization
- Management is targeting ~Rs120bn of revenue and 25%+ EBITDA margins at peak

[ModernLiving_X @ModernLiving_X]

A Simple Guide to Growing Black Pepper & Cardamom at Home. 🏡🌿

[firstalphabet @thefirstalphabe]

@SunilBSinghania Sir since the time you were in Nippon I have invested in your scheme and have also invested in Abakkus schemes. I’m a great fan of your investment philosophy. Thank you

[طور نفسك @Aelmanfs]

لو فكرت عشرين سنة ما كنت لأفكر فيها

[Advait Arora @WealthEnrich]

I have shortlisted these 8 of small & micro cap companies from different industries that I think deserve a closer look. Their fundamentals & valuations has made me curious to dig deeper.
I will be spending this weekend researching each one properly & will share my brief analysis.

GK Energy
Power EPC
MCap ₹2,907 Cr, ROCE 40.9%
PE 14.4, PEG 0.08, PB 3.31
Sales +40%, Profit +51%

Ceinsys Tech
Engineering Tech
MCap ₹1,957 Cr, ROCE 27.5%
PE 14.6, PEG 0.23, PB 2.91
Sales +114%, Profit +63%

Oswal Pumps
Pumps & Motors
MCap ₹4,665 Cr, ROCE 38.2%
PE 12.4, PEG 0.10, PB 2.77
Sales +44%, Profit +34%

Garuda Construction
Construction
MCap ₹1,645 Cr, ROCE 41.8%
PE 13.5, PEG 0.30, PB 3.59
Sales +136%, Profit +146%

Sharda Cropchem
Agro Chemicals
MCap ₹8,271 Cr, ROCE 30.4%
PE 12.2, PEG 0.44, PB 2.64
Sales +22%, Profit +128%

ABS Marine
Marine Services
MCap ₹572 Cr, ROCE 21.0%
PE 7.1, PEG 0.07, PB 1.85
Sales +77%, Profit +196%

M & B Engineering
PEB & Engineering
MCap ₹1,833 Cr, ROCE 23.0%
PE 19.6, PEG 0.47, PB 2.82
Sales +27%, Profit +22%

Danish Power
Power Equipment
MCap ~₹1,900 Cr, ROCE 35%+
PE 14.5, PEG 0.13, PB 3.97
Sales +68%, Profit +92%

[firstalphabet @thefirstalphabe]

@puba1983 Your view on CAMS?

[Prashant Nair @_prashantnair]

Chat with Sandeep Tandon, Quant MF.

Top 5 takeaways.

1. Think US, Korea, Taiwan will correct significantly over next couple of qtrs.. India will be a winner

2. Look at asset-heavy companies with strong cashflows

3. There is opportunity in ports, airports, roads or large infra names

4. Don't be aggresive in IT stocks despite fall, treating FMCG as more of a trade as they are still expensive

5. Look for unloved & underowned stocks

@CNBCTV18News #Nifty #BankNifty

https://t.co/XLiax4hzHS

[Satpal Singh @vsvicky_]

Let Me Tell You Some Numbers & shocking truth 🔥

30-Year DSP Flexi Cap Fund

19% CAGR
34% Better than benchmark
122x Growth Since Inception

Over three decades, 60,000,000 investors moved in and out of it.

But only 23 people stayed invested for 30 years

Biggest variable of making wealth is time. Aur wahi humare paas nahi hai. Hum wahi nahi dete hain.

Why Do People Quit Early?

[Advait Arora @WealthEnrich]

Big companies create stability but it's the Small & Micro companies that actually create surprises.
Here are 22 small & micro-cap businesses that I think deserve a closer look & these have the potential to delivery solid returns going by their past record.
BookMark them!

Sigma Advanced Systems
Senores Pharma
Kesar India
Indo Thai Securities
Oriana Power
Marsons
KP Green Engineering
One Global Services
Kalind
Indo SMC
Prizor Viztech
RM Drip & Sprinklers
Sathlokhar Systems
Viviana Power
FlySBS Aviation
SMT Engineering
Sahana Systems
Ganesh Green Bharat
C2C Advanced Systems
Nurture Well Industries
JD Cables
Nila Spaces