Vikas Vardhan

Father first. Originated Stock Advisor at Value Research. Building research-led products for Indian retail investors. Markets, investing, food. Views my own.

[Vikas Vardhan @vikasvardhan]

Kunal Shah is off to run WhatsApp globally. A founder’s send-off usually invites applause. As a long-term investor, I’d rather look at the record.

FreeCharge: Snapdeal bought it for Rs 2,800 crore in 2015. Two years later it went to Axis Bank for about Rs 385 crore. An 86% collapse. Today it survives as a small captive app inside a bank.

CRED: still loss-making. FY25 revenue of Rs 2,735 crore, net loss of about Rs 1,457 crore. Valuation already down from $6.4B in 2022 to around $3.5B.

He reads consumers early and builds brands people remember. Fine. That isn’t the question for an owner.

The question is simpler. In 15 years, where is the business that actually compounds capital? Not the exit that enriched a cap table. Not the valuation from a funding round. A company that earns more than it spends, on its own steam.

There isn’t one yet.

Meta is now pouring Rs 8,550 crore into CRED as he walks away, and he keeps his stake. That tells you what the asset has always been. The story, not the cash flows.

Build something that makes money, or build something that raises money. He has done the second. The two are not the same, and an investor should never confuse them.

For the fans, before you react: I’m an equity analyst, not a cheerleader. My job is to tell a good business from a good story. He may be a remarkable founder and still not have built a remarkable investment. Those are two different questions.

[Vikas Vardhan @vikasvardhan]

https://t.co/LRGwcULRYJ

[Vikas Vardhan @vikasvardhan]

The number of people driving with a phone in one hand lately is wild. You can spot them a mile off, crawling in the fast lane, wandering between lanes. Is it just me noticing this, or are you all seeing it too??

[Value Research @ValueResearch]

Sorry not sorry.

[Vikas Vardhan @vikasvardhan]

Happy Diwali 🪔

[Value Research @ValueResearch]

This Diwali, may the blessings of Lakshmi bring balance, clarity, and wisdom - in life and investing.

✨ Wishing you a bright and prosperous Diwali. ✨
🧵@VROStocks

[Vikas Vardhan @vikasvardhan]

@Vivek_Investor Not just youth. I have seen almost every age group with a smart phone getting hooked to reels/shorts. Topic may differ though.

[Vikas Vardhan @vikasvardhan]

Who are SEBI Experts who are giving free intraday tips? Never heard anything like “SEBI Expert”. Can @SEBI_updates @SEBI_India @ETPrime_com @EconomicTimes explain this to me.

[Value Research @ValueResearch]

Retiring early sounds dreamy—until you crunch the numbers! Inflation, expenses, and a long retirement mean you need serious planning. How much do you really need to retire at 50? Let’s break it down!

[Value Research Stocks @VRStocks]

Peter Lynch turned $1 million into $28 million. His strategy wasn’t complicated—it was genius.

He found fast-growing businesses early. He made sure they were not overpriced. Then, he held them long enough for compounding to do its work.

We built a Lynch-style portfolio for India’s markets. Check comments for details. 👇

[Vikas Vardhan @vikasvardhan]

How you can turn India's EV revolution into your ticket to financial freedom https://t.co/szmCS0LIcV via @valueresearch

[Value Research Stocks @VRStocks]

Big rewards need bold moves—but not blind ones.

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Follow the thread to find the link!

[Value Research Stocks @VRStocks]

Remember when Bhuvan took on the British in Lagaan? Everyone thought he was reckless, but his bold strategy and a winning team turned the impossible into a legendary victory.

Investing is no different. Extraordinary rewards come to those who spot potential, embrace calculated risks, and act with conviction.

Our December 2024 Aggressive Growth Portfolio is built on this very principle—a carefully crafted team of 10 high-growth companies poised to disrupt industries and deliver exceptional returns. From industrial innovation to healthcare breakthroughs, this is the portfolio for those who dare to dream big.

Think you’re ready to make your boldest move yet? Join Value Research Stock Advisor today through the link below!
https://t.co/9CO7UqU3o3

[Value Research Stocks @VRStocks]

🚀 Explore 3 curated portfolios from Value Research Stock Advisor!

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Start today: https://t.co/3Yx3i9JLOF

Watch: https://t.co/FHKjMwDXkR to learn more!
#InvestSmart #StockAdvisor #stockinvesting

[Vikas Vardhan @vikasvardhan]

Is There a Formula for Financial Independence? [Asking The Expert - Dhirendra Kumar from Value Research] https://t.co/7e9n2oyqmR via @YouTube

[Vikas Vardhan @vikasvardhan]

@rvvenkatagiri @YouTube Thanks for the appreciation. DM me your registered email or mobile number so that our team can explain you more about the Sell Planner.

[Vikas Vardhan @vikasvardhan]

Unlock Stock Investing Success with Value Research Stock Ratings! #stocks https://t.co/OHio9qkNmp via @YouTube

[Vikas Vardhan @vikasvardhan]

@ActusDei Taking two risks at the same time. 😂

[Vikas Vardhan @vikasvardhan]

@parkplus_io you are sharing sensitive and personal data of residents on your app openly. This is not only a breach of privacy and data but is also a potential security threat to societies. @noidapolice please note.

[Vikas Vardhan @vikasvardhan]

@raghavbansal_rb Thanks for the appreciation :)

[Vikas Vardhan @vikasvardhan]

Ladies and gentlemen, free ki advice and free ka recommendation jahan mile wahan se bhaag jao. #TimelessGyan

[Vikas Vardhan @vikasvardhan]

@raghavbansal_rb It would be called deep value investing. How deep can it go you would never know. 😄