Gaurav 🔆

[Gaurav 🔆 @traderdoc_]

@me__kaushik Thanks to non biological person 😎

[Gaurav 🔆 @traderdoc_]

@dhawal20jain Jo jo bura hua hai past m n jo bura ho raha h n jo bura hoga uske liye opposition jimmedar hai..yahi crux tha.. baki vote for BJP..

[Gaurav 🔆 @traderdoc_]

@REDBOXINDIA Ab kuch task milega...Thali/tali/diya aur bati.. bas dekhte jao!!

[Gaurav 🔆 @traderdoc_]

@me__kaushik Aur ab kya hi bol sakte yaar... kuch to kar sakte nahi.. bolna to fir bhi hai.. 😄

[Gaurav 🔆 @traderdoc_]

@dhawal20jain Absolutely 💯 bro.. most imp thing-don't rely on office Mediclaim policy.. its not sufficient fr majority of things.. u change/left the organisation; benefits gone..if ur job is gone, u left with no cover. buying new policy will have waiting period.. many more things.

[Gaurav 🔆 @traderdoc_]

@dhawal20jain Add Family Mediclaim bro.. its must... more than 80% of Indian households don't have Mediclaim.. one serious illness in Family can wipe out entire savings within few days/months.

[Gaurav 🔆 @traderdoc_]

@me__kaushik Don't trust any Indian media report... War ka sach dikhane ka chor k hum kaise vishvaguru k iske hypothetical theories pesh karne m lage hue h.. begani shadi m Abdullah diwana... boot licking competition is going on in Indian media...

[Gaurav 🔆 @traderdoc_]

@REDBOXINDIA Don't trust any Indian media report... War ka sach dikhane ka chor k hum kaise vishvaguru k iske hypothetical theories pesh karne m lage hue h.. begani shadi m Abdullah diwana... boot licking competition is going on in Indian media...

[Gaurav 🔆 @traderdoc_]

@KommawarSwapnil Don't trust any Indian media report... War ka sach dikhane ka chor k hum kaise vishvaguru k iske hypothetical theories pesh karne m lage hue h.. begani shadi m Abdullah diwana... boot licking competition is going on in Indian media...

[Gaurav 🔆 @traderdoc_]

@CaVivekkhatri Don't trust any Indian media report... War ka sach dikhane ka chor k hum kaise vishvaguru k iske hypothetical theories pesh karne m lage hue h.. begani shadi m Abdullah diwana... boot licking competition is going on in Indian media...

[Gaurav 🔆 @traderdoc_]

@Atulsingh_asan Don't trust any Indian media report... War ka sach dikhane ka chor k hum kaise vishvaguru k iske hypothetical theories pesh karne m lage hue h.. begani shadi m Abdullah diwana... boot licking competition is going on in Indian media...

[Gaurav 🔆 @traderdoc_]

Bottom line:
FSL may not be a quick multibagger — but it could be a steady long-term compounder if strategy plays out.

Study purpose only.
No recommendation.

#FSL @AmitabhJha3 @dhawal20jain @Shobhitcool2001

Pls check!

[Gaurav 🔆 @traderdoc_]

🧵 Thread: Firstsource Solutions @211
(FSL) – Under-the-radar midcap IT/BPM story

1/ FSL trades at ~P/E 22 — reasonable compared to many IT peers. Market cap ~₹18–20K Cr. A potential long-term compounder if execution continues.

[Gaurav 🔆 @traderdoc_]

6/ Key trigger for rerating
Margins currently ~11–12%. If they expand toward ~15%, earnings growth could accelerate.

7/ Risks
• US demand slowdown
• Margin pressure
• Execution of acquisitions

[Gaurav 🔆 @traderdoc_]

Sagility @40
Interesting healthcare outsourcing play
• Pure-play US healthcare BPM company
• Strong demand-RCM, claims n payer services
• Long-term tailwind frm rising US healthcare outsourcing

Risks:client concentration & US healthcare spending cycles
#Sagility @AmitabhJha3

[Gaurav 🔆 @traderdoc_]

Interesting midcap to watch: Firstsource Solutions (FSL) 👀
@211

• P/E ~22
• Strong growth in US healthcare outsourcing
• AI-driven “UnBPO” transformation
• $1B+ deal pipeline
• Multiple acquisitions
Study purpose.

A steady long-term story!

#FSL #MIDCAP @AmitabhJha3

[Gaurav 🔆 @traderdoc_]

@KommawarSwapnil 7000cr+

[Gaurav 🔆 @traderdoc_]

@dhawal20jain Which news!