Vigneshwaran S

Day Trader-Working in Big Data- Movie Buff. 👉I Believe,Life is More important than anything else.

[Vigneshwaran S @thisisvicky_]

THREAD 1:
Mind-Blowing Research Tool for Stocks—For Free! ✨

NotebookLM, a new Google research tool, helps us study stocks effortlessly.
https://t.co/PwL3LMjda4

Example: Researching a stock named Skipper LTD

CMP: ₹462

[Abishek K V - SEBI RA @Akveq_]

Some people are born with a silver spoon.

Others are born with a golden spoon.

But the rarest of all are the ones who were born with no spoon and still became millionaires.

[ValueEquity @EquityValueIn]

This is so important , now nature of edge is changing

[James Clear @JamesClear]

It doesn’t make sense to continue wanting something if you’re not willing to do what it takes to get it.

If you don’t want to live the lifestyle, then release yourself from the desire. To crave the result but not the process, is to guarantee disappointment.

[Sahil Bloom @SahilBloom]

The life cheat code nobody told you: Be the most interested person in the room. Everyone tries to be the most interesting person in the room. The most compelling stories. The funniest lines. The most impressive credentials. The most names dropped. Don't be everyone. It backfires. It feels painfully forced. It reads as insecure. Instead, focus on being interested, not interesting. Turn outward. Take a genuine interest in others. Not as a means to an end, but because you actually want to learn about who they are as a person, beneath the surface. When you open up to people, they can feel it. They reciprocate and open up to you. Be visibly happy to see people. Smile at people. Ask high-quality questions. What are you most excited about right now? What's creating the most energy in your life at the moment? What's lighting you up outside of work? Ask follow-up questions. Be glowing about what other people are doing. Not fake or disingenuous, but genuinely excited about what they're excited about. Lighting up for others makes them light up for you. Being interested is how you become interesting.

[Vigneshwaran S @thisisvicky_]

@Mr_Chartist Please lanuch it sooner.

[Ankur Patel @AnkurPatel59]

6 Entry Types Every Swing Trader Should Know

1. PDH Entry
Price moves above the Previous Day’s High. It shows strength continuing from the last session.

2. Strong Start Entry
A stock opens well and shows clear strength and high volumes in the first few minutes. After the initial push, a break of any range formation could be used as an entry . Useful in leading stocks.

3. Pivot Break Entry
Price breaks a level that has been rejected multiple times. This suggests sellers at that level are finally out of the way. A clean breakout candle usually confirms it.

4. Anticipation Entry
Entering slightly before a breakout, usually inside a tight consolidation on a day where price has gone pretty tight, at EOD. The structure should already be strong so the breakout has a higher chance of happening. Gives better risk–reward.

[Abhishek Murarka 💹🐂 @abhymurarka]

I strongly urge all serious readers of my tweets to bookmark and read this article in full. This can change your life.

[Crazynaval @Crazynaval]

PPFAS changes for December 2025 are out.

- Cash 23%, Shopping across names
- 2 new tiny positions (The great eastern shipping & special situation of Bharti Airtel Partly Paid)
- Addition in banks, PowerGrid, ITC, Mahindra, pharma, IT
- TCS, another 65% stocks added. now 1% position
- shopping in Reits. Now 1.3% position of portfolio.
- Minor reduction in Infosys, could be covered call given they added a chunk in November.

Looks like cash is slowly getting deployed or just the incremental flow:) have no clue.

#onefund for me yet.

[Kaustubh Roplekar @Kaustubh11dec]

Dec '25 Auto Sales: The "SUV" India vs. The "Real" India.

The December auto numbers are out, and they paint a clear picture of the K-Shaped auto sector economy. While the stock market cheers the "Headline Numbers," the devil is in the segment details.

The 3 Big Signals from the Data:
1️⃣ The "Premium" Consumer is Unstoppable
Mahindra & Mahindra is the clear winner, clocking 25% YoY growth (Total Sales: 86,090 units).
The demand isn't just for cars; it's for lifestyle. Domestic SUV sales alone jumped 23%.
The Signal: If you sell a premium product in India (₹15L+), the customer has cash.

2️⃣ The "Entry-Level" Stress is Structural
Maruti Suzuki posted a massive 22% YoY jump in total sales, BUT don't let that fool you. The growth is driven by Utility Vehicles (UVs) which grew ~33%. In contrast, Exports crashed 31%, signaling global headwinds.
The Signal: Maruti has successfully pivoted to become an "SUV Maker." The "Small Car" king is now thriving by selling bigger cars.

3️⃣ Two-Wheelers: The "Premium" Divergence
The "rural recovery" narrative has a twist.
Hero MotoCorp (the proxy for rural Bharat) saw registrations drop ~15% in December.
Meanwhile, Royal Enfield (Premium/Lifestyle) sales zoomed ~30-47%.

The Signal: Even in 2-wheelers, the "aspiration" to buy a Bullet is beating the "need" to buy a commuter bike.

My view:
We are avoiding the "entry-level" trap.
The trend confirms that money is flowing into Premium SUVs (M&M) and Niche 2-Wheelers (Eicher Motors).

We remain confident on M&M and are watching Ashok Leyland (CV sales up 27%) as a dark horse for the capex cycle.

#AutoSales #StockMarketIndia #Mahindra #Maruti #EicherMotors #Alphawealth #Nifty50

[Vigneshwaran S @thisisvicky_]

TRANSMISSION INFRASTRUCTURE FAILING TO KEEP PACE

TRANSMISSION LINE ADDITION – TARGET VS. ACHIEVEMENT

[Chidanand Tripathi @thetripathi58]

I don’t understand why more people don’t use Google Gemini for stock research.

Not for tips.
Not for predictions.

But for thinking clearly before risking money.

Here are 10 detailed prompts I actually use 👇

[Bianca van Wyk @BiancavanWyk16]

So let’s get this straight … a country, not at war with the US, has been bombed by the US and its president and his wife were captured and flown out of the country by the US.

On a side-note: Venezuela has the world’s largest proven oil reserves.

[Pratham @CapitalLens_]

BIG BREAKING ‼️

India’s CDMO sector can be a next big opportunity, it yet to explode !!

After this report, Study these stocks..

📌Senores Pharma Ltd
📌Aarti Pharma Ltd
📌Sai Life Ltd
📌Windlas Biotech Ltd
📌Innova Captab Ltd

PLEASE LIKE & REPOST 👍

#Norecommendation #Stockmarketnews

[Vigneshwaran S @thisisvicky_]

CMP:₹ 165
Market Cap:1,02,006 Cr.
PE:54

Peers:(Attached in the image)

[Vigneshwaran S @thisisvicky_]

Based on the data and recent analyses from Jefferies, Economic Times, and others, Groww is poised to perform best—strong 35%+ growth, top profitability (59% EBITDA margin), and market leadership in broking.

#groww #zerodha #angelone #broking

[Intrinsic Compounding @soicfinance]

Must read article on why Growth is cyclical across industries.

Too good!

https://t.co/O0Oqkhld51

[Vikas Vij @TheClubJunto]

Why Corporate India Refuses to Invest Despite Maximum Govt Push?

1. Instead of CapEx, Tech, and R&D investments, Indian firms are investing in stocks & bonds.

2. Stock market returns exceed Return on Assets (ROA). So, who will invest in business?

NIPFP DATA SOLVES THE PUZZLE:

Government Has Made Every Effort to Stimulate Corporate Investment

a. Providing huge liquidity
b. Multiple interest rate cuts
c. Recent GST rate cuts
d. Corporate tax rate cut from 30% to 22% (2019)

NIFPF Data Shows What’s Happening with Private Investment:

Last week, NIPFP (a research institute under the Ministry of Finance) published data that shows:

Private Sector's Rise in Financial Investments Instead of Capital Investments

a. Corporate tax rate cut in 2019 was aimed at stimulating private investment.

b. Total Assets of the companies increased due to big tax savings, but they chose to invest the surplus in financial assets (stocks, bonds, reserves, etc.) instead of investing in plant, machinery, and other physical assets.

c. This is evident from the data which shows the share of net fixed assets (productive assets) as a percentage of total assets has declined, but share of financial assets (stocks/bonds/reserves) has increased.

Outcome After the Historic Corporate Tax Rate Cut in 2019

FY19 to FY25:

a. Net Fixed Assets (capital investments, such as plant/machinery etc.) as a percentage of Total Assets: Declined from 16.5% in FY19 to 9.5% in FY25.

b. Reserves increased from 14.5% in FY19 to 20.0% in FY25.

c. Financial Investments (not capital investments) increased from 21.5% in FY19 to 24.5% in FY25.

In other words:

Making corporate tax rate lower than personal income tax did not fulfill the objective of stimulating investment. It merely boosted company balance sheets with financial assets.

Nifty 50 Returns are Higher than Return on Assets (ROA)

a. Obvious Reason: NIPFP researchers say that the obvious reason for declining corporate investment is that demand (consumption) has been weak in India. But a real-world reason must also be considered as follows:

b. Practical Reason: Average annualized return in the past decade on Nifty 50 and BSE Sensex has been in excess of 10%. In comparison, the Return on Assets (ROA), which is Net Profit as a % of Total Assets has been much lower than stock market returns.

FY13 to FY24:

In almost every year in this period (except during shocks like Covid or Russia-Ukraine war), stock market returns have significantly exceeded the Return on Assets (ROA).

This could have motivated companies to invest in financial instruments instead of investing in business activity.

NIFPF provides the following data:

Annual: ROA vs. Nifty 50 Return

FY17: 5.0% vs. 18%
FY18: 3.0% vs. 10%
FY19: 4.0% vs. 15%
FY20: 2.5% vs. -30% (Covid)
FY21: 5.5% vs. 70%
FY22: 9.0% vs. 19%
FY23: 11.0% vs. -1% (Russ-Ukr)
FY24: 13.0% vs. 28%

With these kind of returns, will you invest your money in business or in the stock market?

RBI Data Corroborates the NFPFP Analysis

RBI Bulletin (Aug 2025) shows:

Corporate Investment in FY24:
₹3.91 lakh cr

Corporate Investment in FY25:
₹3.68 lakh cr

This means from FY24 to FY25:

GDP Growth Rate: 6.5%
Private Investment: (-) 5.8%

Private investment is showing de-growth in the world’s fastest-growing major economy.

India’s GDP Trends FY13 to FY25:

An Increasingly Consumption-Driven Economy (Not Investment Driven)

India’s GDP (Expenditure Side) has 4 components:

a. Consumption (called PFCE)
b. Investment (called GCF)
c. Govt Expenses (GFCE)
d. Net Exports (Export-Import)

From FY13 to FY25:

a. Investment (Gross Capital Formation: Govt + Private: Plant, Machinery, Infrastructure, etc.) contribution in GDP has declined to FY13 levels @ 31.4% in FY25.

b. Consumption (Private Final Consumption Expenditure: food, clothing, housing, transport, healthcare, education, and services) contribution has increased from about 55% to 61.4% during the same period.

c. Net Exports are always negative -2% or -3%, while Government Final Consumption Expenditure (GFCE: salaries, pensions, etc.) hovers around 10 to 11%.

ENDQUOTE: When Stock Market Returns are More Attractive than Real Business Returns

“We do not live in an economy; we live in a Ponzi Scheme.” (A quote published in Arthur Magazine on March 15, 2009 – at the absolute bottom of the global stock market collapse.)

@arabicatrader

[Indian Tech & Infra @IndianTechGuide]

🚨 Biggest purchases in Swiggy Instamart in 2025.

• A Bengaluru user spent ₹4.36 lakh on noodles alone
• A Mumbai user spent ₹16.3 lakh on Red Bull Sugar Free
• A Chennai user spent ₹2.41 lakh on pet supplies
• A Bengaluru order paired a ₹1.7 lakh iPhone with a ₹178 lime soda.
• A Noida fitness enthusiast invested ₹2.8 lakh on 1,343 protein products
• A Chennai user placed 228 separate condom orders totalling ₹1 lakh.

[Machiavelli Bot @UnmodernmanBot]

The endgame of competence is simple: you become so skilled, so resourceful, and so strategically embedded that whether it’s a company, a relationship, or a project, the rational move for everyone involved is to keep you, reward you, and bet on you, because losing you would cost them more than they’re willing to pay.