Avanindra Yadav

At the intersection of law, policy, finance and global affairs.

[Avanindra Yadav @thisisavanindra]

Announcing a personal milestone: my debut book, “Jagannatha: The Cosmic Charioteer,”is out now.

This book is a labour of love and devotion. It weaves together tradition, philosophy and devotion around Mahaprabhu Jagannatha. Grateful to everyone who encouraged me to write, rewrite and stay with the idea when it felt impossibly ambitious alongside law school.

“Jagannatha: The Cosmic Charioteer” is now available on Amazon at https://t.co/SayaGwdPtK. I’d be honoured if you could read it, share it with anyone who may resonate with the subject and let me know your thoughts.

On to the next chapter, both in life and in writing.

[Avanindra Yadav @thisisavanindra]

@sublimethough If I am correct the PSU orders look 50% lower because they’re mostly BoS (wires, structures, civil work, etc.). So per MW value looks lower vs full EPC. Please rectify if I’m wrong.

[Avanindra Yadav @thisisavanindra]

Bondada Engineering is on my watchlist: ~₹5500 cr+ order book, fast‑growing revenues, ~19x PE and decent margins suggest value still left. But it’s an EPC, working‑capital heavy, **high** execution‑risk story.

Not an advice – do your own research and consult a SEBI registered advisor before investing.

[Devesh Gaur @13gaurdevesh]

Just when you think the best of these guys is behind them, they come up with something crazier

Prabhakaran and the Gupta family will probably have a similar rise as the Adani Group

Lloyds Engineering and Lloyds Enterprises

[Avanindra Yadav @thisisavanindra]

@13gaurdevesh Legend toh Prabhakaran ji aur Devesh ji hi hain!

[Avanindra Yadav @thisisavanindra]

Add Lloyds Enterprises and Lloyds Engineering Works! The party is just getting started
#DoYourOwnResearch

[Devesh Gaur @13gaurdevesh]

Balasubramaniam Prabhakaran, the man you are

Lloyds Metals at 1L Cr Mcap

[Avanindra Yadav @thisisavanindra]

need Imtiaz Ali to drop a film on the story of Veronica post Cocktail chaos, healing arc, full main character energy only!
#Cocktail #Cocktail2 #Movies #Cinema @MaddockFilms

[sid @sid58883181]

@NDTVProfitIndia Anyone that has historically blindly followed brokerages. Has stayed Poor.

[Avanindra Yadav @thisisavanindra]

Result as expected! GIPCL ftw.

[Avanindra Yadav @thisisavanindra]

Excellent result from Kernex.

[sid @sid58883181]

KERNEX !
No reccomendation!
Invested from much much lower levels !

[Wisdom Stoics @WisdomStoics]

Remember.

[Chanakya Bot @ChanakyaBot]

A learned man is honoured by everyone and earns reputation in every society.

What so ever one desires in his life, he can get it by education.

Education is honoured everywhere.

[Avanindra Yadav @thisisavanindra]

@astroinrealtime For Gemini or scorpio?

[Avanindra Yadav @thisisavanindra]

As per Peter Lynch, in the stock market, the most important organ is the stomach. It’s not the brain.

If you can handle seeing red without losing your nerve, you’re already ahead of most investors.

[Avanindra Yadav @thisisavanindra]

Up 11% today!

[Avanindra Yadav @thisisavanindra]

Kernex is quietly turning into an interesting special situation.

The company’s order book today is larger than its entire market cap, which means a big chunk of future revenue is already contracted, not theoretical. Since Devi Capital first highlighted Kernex has only kept adding orders.

On the balance sheet, Kernex is also carrying roughly 200 crore of inventory that can quickly convert into sales as execution gathers pace.

The real swing factor now is cash flow. If Indian Railways clears payments on time, these orders plus ready inventory can translate into far stronger earnings and healthier cash generation than what recent reported numbers show.

Not an investment advice. Do your own research before investing.

[Avanindra Yadav @thisisavanindra]

Diamonds may be entering their cultured-pearl moment.

When supply shifts from scarce to scalable, the market does what markets always do: reprices the asset.

Pearls saw this first. Cartier’s famed pearl necklace once had the kind of value that could buy a Fifth Avenue mansion until the economics of rarity changed.

Lab-grown diamonds are creating a similar regime shift. Natural stones may still command a premium, but the average diamond is no longer priced like a moat.

[Avanindra Yadav @thisisavanindra]

@rajeshsawhney @grok why will this not happen in India

[Avanindra Yadav @thisisavanindra]

@Shjain0707 @13gaurdevesh You can read the article https://t.co/1wVYklLdQQ