Vivek Kapoor

[Nakul Sarda @nakul_sarda]

BYD Lost the Crown in China. Pure EVs Aren't Winning Anymore. India Should Be Watching.

Here's something that would have sounded absurd a year ago: Volkswagen is the number one car seller in China again. BYD — the world's largest EV maker — dropped to fourth. Its worst sales decline since the pandemic. In its own home market.

Jan–Feb 2026: Volkswagen 13.9% share. Geely 13.8%. Toyota 7.8%. BYD just 7.1%. Some of their biggest models saw sales fall 50–88%.

What happened? Beijing slapped a 5% purchase tax on new energy vehicles, ending a 10% exemption. When the price advantage disappeared, so did the buyers. But people didn't go back to petrol. They moved to smarter hybrid technologies.

Three shifts are underway:

1. **Range Extender EVs** — electric cars with a small petrol engine that only generates electricity. You drive on electric power but can refuel at any petrol pump. No range anxiety. From 60,000 units in 2020 to 1.5 million in 2025, doubling every year. RAM, Hyundai, VW, Ford are all launching these globally.

2. **Super Hybrids** — Chinese OEMs took Toyota's hybrid formula and turbocharged it. BYD's latest system delivers 1,500+ km range. Geely's Xingyuan became China's best-selling car in 2025. Not best-selling EV. Best-selling car. When subsidies vanished, consumers chose tech that worked without government support.

3. **New battery chemistries** — CATL is deploying sodium-ion batteries commercially in 2026 (cheaper, far better in cold). BYD launched charging that goes 10% to full in nine minutes. Solid-state batteries are coming by 2027–28.

**Why India should care:** We're at the exact stage China was a few years ago — heavy subsidies, pure EV hype, everyone rushing battery-only models. China's lesson: when subsidies fade, the market doesn't collapse — it evolves. BYD got caught betting too heavily on one path.

India's 29,000 charging stations across 3.3 million sq km make range anxiety a real constraint. Technologies like range extenders and advanced hybrids are practically designed for markets like ours.

The future isn't one technology winning. It's multiple technologies coexisting. Companies keeping options open will outperform those locked into single bets.

China leads. The world follows. If you're not watching Shenzhen today, you'll be surprised by what shows up in Chennai tomorrow.

[ayan @ayan_2587]

@sandipsabharwal I am tracking few stocks that have fallen more than 20% from top inspite of giving good results. Looking now to enter step by step on dips.
https://t.co/Ggd4g8JHko

[Compounding Quality @QCompounding]

Knowing how to analyze a balance sheet is a MUST to make good investment decisions.

I'll teach you everything you need to know:

[Brian Feroldi @BrianFeroldi]

7 visuals every investor should memorize:

1: In the long run, stocks win:

[Brian Feroldi @BrianFeroldi]

10 visuals by @safalniveshak every investor should memorize:

1. Stock Selection Framework

[Vivek Kapoor @vickappy]

@wolf_of_DS

[Kirttan Shah @KirtanShahCFP]

There are 1500+ schemes in mutual funds spread across multiple categories. To build the right portfolio, you need to understand the categories well. It’s less about the scheme & more about the category you choose in Mutual Funds.

This 🧵 is all about the Equity Category. Do ‘re-tweet’ & help us educate more investors (1/11)

[Parimal Ade @AdeParimal]

Retirement Planning for a 35 Year Old!
Calculator link in comment section...

[Tulsi Soni @shedntcare_]

Remote work is the future.

Want remote jobs that pay in USD?

Here are 17 Sites offering $700 to over $1,500 per month of work remote jobs

[Vivek Kapoor @vickappy]

@wolf_of_DS

[Compounding Quality @QCompounding]

Investing MEGA Cheat Sheet

I'll teach you everything you need to know here:

[Psyche Wizard @PsycheWizard]

10 Must Read Books That You Can Finish In A Day:

1. The Art Of War

[Vivek Kapoor @vickappy]

@wolf_of_DS

[Advait Arora @WealthEnrich]

FCF : 'Free Cash Flows' are very crucial along with consistent sales & profit growth & high RoCE's. Sharing 25 such mid & smallcap #stocks with strong FCF's & are worth a closer look :
1. M R P L
2. GE Shipping Co
3. G N F C
4. EID Parry
5. Ujjivan SmallFin Bank
6. G S F C
7. Chennai Petro
8. R C F
9. Bengal & Assam
10. Jindal Poly
11. Natl.Fertilizer
12. Maithan Alloys
13. West Coast Paper
14. Indian Metals
15. Mukand ltd
16. Andhra Paper
17. TN Newsprint
18. Jai Balaji Ind
19. Madras Fert
20. Dolat Algotech
21. Peninsula Land
22. DCW Ltd
23. Ind-Swift Labs
24. Chemfab Alka
25. Kilpest India

[Vivek Kapoor @vickappy]

@wolf_of_DS

[Advait Arora @WealthEnrich]

25 mid cap #stocks where FII's are strongly bullish on & are continuously adding since last few years

1. Bank of Maha
2. Exide Ind
3. ICICI Sec
4. Laurus Labs
5. Godrej Ind
6. PNB Housing
7. Natl. Aluminium
8. Triveni Turbine
9. Finolex Cables
10.Suven Pharma
11. Aegis Logistics
12. Raymond
13. Cera Sanitary
14. City Union Bank
15. Jindal Saw
16. Birla Corp
17. HFCL
18. Rites
19. Firstsour.Sol
20. Usha Martin
21. Ramkrishna Forg.
22. Ircon Intl
23. Godawari Power
24. Elecon Engg
25. Prince Pipes

#stocktowatch

[The Cinéprism @TheCineprism]

20 underrated Indian films:

A Thread 🧵:

[Life Pad @The_Life_Pad]

5 Ultimate Kegels Workouts to Improve Your Overall Pelvic Health...

1. Crab Pose

[Nicolas Boucher @BoucherNicolas]

FREE EXCEL GUIDES

1. Presentation of Excel and PowerQuery https://t.co/1S6ql6ZepI

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Follow me for more tips to grow your career.

[Psyche Wizard @PsycheWizard]

50 Ways To Start A Conversation With Anyone:

[M Pattabiraman @pattufreefincal]

How to File ITR Online (FY 2022-23): A Comprehensive Guide https://t.co/rs6Z1DYPpL

[The Sigma Mindset @thesigmamindset]

10 netflix documentaries that will change your life + mindset

1.

[Vishal Bhargava @VishalBhargava5]

What's the best web series on Amazon Prime?

[Vivek Kapoor @vickappy]

I fully agree!!!

[Venkat @gop_ven]

@sandipsabharwal Regular portfolio updates, clear advice during special situations like buyback are very helpful. One blockbuster stock helped reclaim advisory fee. Good experience so far