Raj Shah

Trying to figuring out.

[Raj Shah @WealthVizard]

Dusro ki galti se sikho highly over rated.
Yaha ake pata chala Insaan khudki galti se bhi nahi sikhta or vapas doharata hai, dusro ki galti se sikhana to baad ki baat hai apni galti se nahi sikh pata.

[Darvas Box Trader @darvasboxtrader]

My 100% call are useless. ✅
I don't have huts to say openly. ✅

Yes but for this country I m paying monthly taxes more than your " Annual Package".. ✅

#DARVAS 🥸

[Raj Shah @WealthVizard]

@investorniti Ventive decent results plus good valuation k saath bhi struggle kar raha hain.
Long term is very painful and frustrating.
Almost 5-6 bar zone m ghuma to lagta hai long term se accha to swing Hain

[Investorniti 🏆 @investorniti]

I was running a separate medium term positional portfolio since 3-4 months.

🔸 Net Returns a couple of days back : +20%

🔸 Net returns today : +13%

2 din mein +7% udd gaya batao yaar 😅

The pain is real,
Not easy for people to absorb these dramatic movements.

Long term portfolio ki to baat karna he bekaar hai 🤣

[Kasturi @KasthuriShankar]

He is oblivious of this evil woman. She is deliberately positioning herself next to him, he is seen moving away. Real victim would have had someone discreetly record.
What punishment for this witch and all the idiots who shared the video? You are all murderers. Never forget.

[Raj Shah @WealthVizard]

@investorniti Repeat of meesho 🤪
Pehle meesho ab meesho ka logistics partner

[RajStockWatch @RajStockWatch]

The FMs policy on Capital Market Gain taxation, is largely the ONLY reason for $18B flight of funds out of capital market in 2025. Nothing to do with Fed policy as proven by Brazil situation. Brazil pulled in $12B FIi investment in the same period just with CG tax reform. If @nsitharaman and her failed think tank has not relized the fact and does not take strong corrective action she should RESIGN to stop HURTING INDIAN ECONOMY. @PMOIndia @FinMinIndia @nsitharamanoffc
#ReduceLTCG #ReduceSTCG #AbolishSTT #AbolishLTCG #LTCG #STCG

[Grok @grok]

@sachinxrta @venom1s When you have a bad day, give up, go home, and sleep. Fuck it, try again tomorrow. Not every bad day can become a good day.

[THE SKIN DOCTOR @theskindoctor13]

Wing Commander Namansh Syal was known for his discipline and excellent service record.

His wife is also an Air Force officer. They have a five-year-old daughter. Imagine how happy they must have been when he was selected to represent India at the Dubai Expo, where countries send their best pilots.

Their daughter must have been bubbling with excitement, reminding him to bring her something from Dubai. He would have planned a little sightseeing, a little shopping, and a lot of memories to bring home after the expo.

His parents, his father also a veteran, were at his house in Hyderabad to see him after he came back from Dubai.

And then, in a few unforgiving seconds, everything ended. The country will mourn for a few days, offer condolences, and move on to the next headline. But for his family, the pain is permanent. Their world has shifted irreversibly. Their lives will never be what they were a moment before that crash.

For every uniform we salute, there is a family that silently carries the cost of that courage. Their strength is the unseen backbone of our nation’s defence.

[Tanmay 🇮🇳 @Tanmay_31_]

The Pricing of the IPOs Especially the New-Age Companies have been very Dissapointing Of Late

When you go and ask the thesis behind the pricing, The Answer is like, "Sir isko banker sahab aur Funds ne 30-35x FY27E EV/EBITDA ke hisab se rakha he"

These are sheer Incorrect Practices and Daylight Robbery

My Humble Request To The Bankers and the Advisors to leave atleast a 20% scope of the table for small investors

Also Hats off To Anand Rathi Advisors to price the IPO Closed Today at 16-17× FY25 EV/EBITDA leaving significant scope on the table; If this mandate could have been with the startup favorite banker, the IPO Valuation would have been 4,000 Crores, Thesis being 30× FY27E EV/EBITDA

I feel it's very necessary to highlight this before the next casualties are lined up with the likes of ICICI Prudential, Fractal Analytics, Meesho, Milky Mist, Etc Etc.

[Raj Shah @WealthVizard]

@Tanmay_31_ Tanmay are you tracking investor meet of Gem Aromatic on 24 nov,the list contains very good names.
This investor meeting is private or concall transcript is shared with public?

[𝙍𝘼𝙅𝙀𝙎𝙃 𝙋𝘼𝙍𝙄𝙆𝙃 @imacuriosguy]

Trust me saying this since I have delivered hundreds of patients who have conceived by ASSISTED REPRODUCTIVE TECHNIQUES (ART) in which IVF/ ICSI are a part of.
It’s very easy to give advice on egg freezing when you have crores in the bank.
IVF costs lakhs per cycle. Egg freezing costs lakhs upfront plus annual storage charges.
Most young women listening to you can’t afford even one attempt.
I deliver these babies.
I also see the couples crying through failed cycles - the injections, the disappointments, the mounting bills, the PTSD that lingers, mostly for ever.
Biology doesn’t care about your career timeline.
Fertility peaks in your twenties, declines in your thirties, drops sharply after 35. Freezing eggs isn’t a guarantee. It’s a gamble with modest success rates.
By all means, build your career.
But don’t sell young women the fantasy that technology is a safety net.
For most, it’s a last resort they’ll pay for with their savings, their mental health, and often their dreams of parenthood.
Privilege is thinking IVF is a backup plan.
Reality is watching patients break down recounting the trauma of going through it.
Do not be so insensitive, bordering on cruelty.

[Ali Azar @MrTalkStock]

Greetings from IGIL

💎This jewellery certifier went from market darling to market exile within 2.5 months of IPO in December 2024

The fall in share price was so sharp - investors lost trust, and wrote it off without looking back

But, while the price has been range bound since, something else kept moving:

💰Earnings!!!

For the last 3 quarters, IGIL has quietly delivered:

👉Consistent revenue, EBITDA, and profit growth

👉25% – 27% volume growth in certifications

👉50%+ operating profit margins

👉Healthy cash flow from operations (including free has flows) from an asset-light model

👉It exceeded its own guidance this quarter

👉The one-time repricing hit it took is now behind it

👉And the business — a monopoly in the jewellery certification sector (with focus on lab-grown diamonds) — remains intact

📉The best part is – valuations have less than halved since its peak, and are now down to reasonable levels

However, stocks don’t suddenly rerate because earnings improve

They first need to earn back trust — and that takes time

Fallen favourites go through a phase where price stays stuck, and some investors lose patience, and sell in frustration……

But……when sentiment finally flips, the move isn’t gradual
It’s sudden

Like a coiled spring!!!

📌Just a reminder: IGIL is consistently compounding… even if the market isn’t watching

#StockMarket

[THE SKIN DOCTOR @theskindoctor13]

“All gave some. Some gave all.”

Inspector Ashish Sharma, one of the finest officers of Madhya Pradesh’s elite anti-Maoist Hawk Force, fell in the forests of Rajnandgaon while fighting Maoists.

A two-time gallantry award winner, he was the man the police sent when the job was impossibly difficult. A farmer’s son from Narsinghpur, he was just two months away from his wedding, as per Navbharat Times.

Sharing this because the heroism and sacrifices of our security forces should dominate media and social media. But sadly, we’ve normalised the opposite. The moment a terrorist is neutralised, the narrative instantly shifts to emotional sob stories about their “circumstances,” while real heroes like Ashish Sharma barely get a fraction of that attention.

Om Shanti.

[VALUEPICKER @RupakRoyC]

Why to avoid TARIL and many more late discussed stock shared many time the process

Learn the process instead of knowing the name .

[VALUEPICKER @RupakRoyC]

All cable stocks are going through devaluation due to high copper price and few of them was trading at premium valuation.

Slowly things will settle during summer.

This quarter EPS flat to degrowth followed by the next quarter onwards demand driven growth reflection in earning.

[VALUEPICKER @RupakRoyC]

Railways / Metro / Transport Infra
IRCON, RVNL, RailTel, Texmaco, Titagarh, Jupiter Wagons.

Order size range:

₹50 Cr → ₹800 Cr

One of the highest order frequencies; steady government spending.

#Railway

[VALUEPICKER @RupakRoyC]

An MoU (Memorandum of Understanding) is often more of a signal of intent than a binding commitment.

An MoU is very much like clearing the first stage of a competitive exam (WBCS prelims, CFA Level 1, CA Foundation):

Andhra Pradesh has indeed executed MoUs in the past : especially in energy, infrastructure, and tourism but many remain aspirational. The real test is conversion into capex and jobs, which varies sector by sector.

MOU Signals intent and potential.

Gets you into the pipeline, but doesn’t guarantee the final outcome.

Useful for optics, positioning, and keeping options open.

ALWAYS monitor the execution.

[VALUEPICKER @RupakRoyC]

Large Financial Institutions Buying :

BNP Paribas Financial Markets – MTAR Technologies : ₹80.81 Cr
Kotak Mahindra Mutual Fund – HFCL: ₹58.80 Cr
Goldman Sachs India Equity Portfolio – Midwest :₹50.06 Cr

[VALUEPICKER @RupakRoyC]

MRPL generally has a negative correlation with crude oil prices.

MRPL is a refining company, not an oil producer. Its profitability depends mainly on

Gross Refining Margin (GRM)

GRM = Product prices (diesel, petrol, ATF, etc.) minus crude oil cost.

When crude prices fall → input becomes cheaper → GRM expands → MRPL profits increase → stock rises.

When crude prices rise → input becomes expensive → GRM shrinks → MRPL profits fall → stock drops.

So crude up → GRM down → MRPL down
👉 Crude down → GRM up → MRPL up

Higher crude prices = higher inventory cost + more working capital needed → stressful on balance sheet.

Sometimes crude rises but product prices (diesel, petrol) rise even more.
Then MRPL can still benefit.

So correlation is not perfect, but the dominant trend is negative.

[VALUEPICKER @RupakRoyC]

HUDCO is positioning for 25–30% loan growth, NIM above 3.1%, and near-zero NPAs.
A multi-lakh crore urban infra pipeline, re-entry into private sector lending, and expected rate cuts create multi-year growth visibility up to FY30 (loan book target: ₹3 lakh crore).

Hudco