Value Investor 🇮🇳

CA as a default, auditor by fault, optimist by choice and investing is something that makes me rejoice.

#Big #Picture #Investing

Deeeeeeeeep Value ;)
🇮🇳🇮🇳

[Value Investor 🇮🇳 @Values_Hunter]

All Threads in one place
#Gokaldas 20x
#SanghviMovers 10x
#RefexIndustries 10x
#FrontierSpring #Nelco #BHEL #BEML #Kamdhenu #Ethanol #PSPProjects and many more

There are few losers also #ParagMilk #MahindraEPC #JKAgriGenetics etc

Credit goes to Management who worked hard.

[Hiren Thakkar @Vitdwesh]

I was just checking #Sunflag Shareholding Pattern of June-2026 which published last week :

DIIs and FIIs both are increasing it stake.
FIIs: 0.86% (March-26 : 0.54%)
DIIs :0.21% (March-26 : 0.04%)

FIIs : as on June-2026
holding 15.55L shares - 33 shareholders
(In March -2026 - they were holding 9.71L shares. - they bought 5.84L shares. )

DIIs : as on June-2026
holding 3.73L shares - 14 Shareholders.
(In March - 2026 - they were holding just 74k shares - they bought 3L shares )

Seems, after Vallabh Bhansali sir of ENAM holdings bought 1.11% stake ~ 20L shares - Institution are buying gradually.

#SUNFLAG
#SUNFLAGIRON
#SUNFLAGSTEEL
#Lloydsmetals
#Metals
#DEFENCE
#AEROSPACE
#PrecisionEngineering

[Value Investor 🇮🇳 @Values_Hunter]

@shivaji_1983 Would be happy to help you in financial statement analysis and Fundamental analysis, if required. 🙏

[Value Investor 🇮🇳 @Values_Hunter]

@shyamsek TRIL became 2x in 2 months for me. Yesterday up 20℅ and today also up by 20℅.

[Value Investor 🇮🇳 @Values_Hunter]

189 to 331 upper circuit

75℅ return in 2 months

[Value Investor 🇮🇳 @Values_Hunter]

Next Multibagger is Transformers and Rectifiers (India) Limited

CMP 189
Market Cap - 2510

[Value Investor 🇮🇳 @Values_Hunter]

@arvind_kothari Sir want to talk to you. Unable to text you, pls open your DM.

[Value Investor 🇮🇳 @Values_Hunter]

4. PSP Projects - Company execution has not been slow and hence stock not performing well

https://t.co/R2LxGkgpPe

[Value Investor 🇮🇳 @Values_Hunter]

#Thread

#PSP #Projects Market Cap 1900 Crs.

Company has started operation in 2008.

One of the fastest growing and only debt free construction company, the Company’s working capital cycle is currently among the best in the
industry.
(1/n)

[Value Investor 🇮🇳 @Values_Hunter]

All Threads in one place
#Gokaldas 20x
#SanghviMovers 10x
#RefexIndustries 10x
#FrontierSpring #Nelco #BHEL #BEML #Kamdhenu #Ethanol #PSPProjects and many more

There are few losers also #ParagMilk #MahindraEPC #JKAgriGenetics etc

Credit goes to Management who worked hard.

[Value Investor 🇮🇳 @Values_Hunter]

3. Sanghvi Movers from 250 Crores market Cap to 3400 Crores.

Focus is on "Head I win huge, tails I dont lose much"

Identify a lose making company and wait for it to become profitable if you have conviction

#OperatingLeverage and #BusinessTurnaround

https://t.co/zV6tU5FD0T

[Value Investor 🇮🇳 @Values_Hunter]

Already 2x for me and still it is undervalued.

There are many deep value stocks which will be recognised as growth stocks in next 3-5 years.

In short, a Journey from Deep Value to Growth with repaired Balance Sheet is called as Multibagger

Fingers crossed🤞

[Value Investor 🇮🇳 @Values_Hunter]

@contrarianEPS Wah modiji wah

[Value Investor 🇮🇳 @Values_Hunter]

SAIL up by 6℅
GAIL up by 4℅

Long way to go.

[Value Investor 🇮🇳 @Values_Hunter]

#SAIL is up by 8℅

EV of SAIL is just 70k crores

How can our Country grows without Steel?

Defence, Railway, Infrastructure,
WAR Ships.

Major defence requirement will be fulfilled by PSU/#SAIL

There is nothing to lose at this market cap

Disc- Holding from Lower Levels

[Value Investor 🇮🇳 @Values_Hunter]

@traghavendran @Bajaj_Finserv @Bajaj_Finance @drprashantmish6 How much panalty will be levied on Bajaj Finance?

They call at least 10k people daily 😂

[Value Investor 🇮🇳 @Values_Hunter]

@narendramodi Surat Diamond Bourse is constructed by a listed company PSP projects.

https://t.co/hKAWQafv8K

[Value Investor 🇮🇳 @Values_Hunter]

#Thread

#PSP #Projects Market Cap 1900 Crs.

Company has started operation in 2008.

One of the fastest growing and only debt free construction company, the Company’s working capital cycle is currently among the best in the
industry.
(1/n)

[Value Investor 🇮🇳 @Values_Hunter]

@Iamsamirarora When I born in early 90s - first thing I told to my Mom is buuuuuhlllllll sshhhh 😂 , I have proof also.

I think I am head of you 😜

[Value Investor 🇮🇳 @Values_Hunter]

#SAIL is up by 8℅

EV of SAIL is just 70k crores

How can our Country grows without Steel?

Defence, Railway, Infrastructure,
WAR Ships.

Major defence requirement will be fulfilled by PSU/#SAIL

There is nothing to lose at this market cap

Disc- Holding from Lower Levels

[Value Investor 🇮🇳 @Values_Hunter]

@manuconsultants Sir both of you are utilising this platform for the good case and selfless service. 🙏 May God bless you both with good health
@drprashantmish6

[Value Investor 🇮🇳 @Values_Hunter]

@shivaji_1983 @Vitdwesh Out of the world place. Very Peaceful
I stay there. Can take you through the entire place.
Go with Hiren bhai,

I can come too.

[Value Investor 🇮🇳 @Values_Hunter]

@NIKHILLJHA Claim settlement ratio is more than 99℅

There is no negative T&C of HDFC Ergo Optima Secure.

I can't find even a single negative point except maternity related claim

Is there any reason to avoid this policy?

[Value Investor 🇮🇳 @Values_Hunter]

@zerodha As per the report issued by Zerodha,

90% of the trader lose money

Out of these 90℅ , 50% lose money due to Zerodha Technical Glitch 😂😂 which they don't mention in their report 🤣

[Value Investor 🇮🇳 @Values_Hunter]

Good analysis @SureshKBN

I also think JSW infra will give very good return in long term.
Holding from IPO price. Almost 2x for me.

[Suresh K @SureshKBN]

1) low debt compared to Adani ports.
2) Proven track record of Operational excellence and profitability compared to adani ports
3) port locations are at strategic locations.
#adaniports vs #jswinfra

[Value Investor 🇮🇳 @Values_Hunter]

@raj_krv Enjoy 😊

[Value Investor 🇮🇳 @Values_Hunter]

Found a great company having niche Defence business.
#Defence

#Retweet for wider reach.

[Value Investor 🇮🇳 @Values_Hunter]

Upper circuit with no seller

[Value Investor 🇮🇳 @Values_Hunter]

Found a great company having niche Defence business.
#Defence

#Retweet for wider reach.