loki

learning investing

[loki @youbidiask]

Q-com has clearly impacted their growth plans in the last 3 years. 30-35% grower stumbling to 15-20% - Cash conversion alone can not justify high P/E.

[Rajesh Singla @VTGCapital]

D-Mart : PE De-Rating from 150x to 60x over the last five years.

[loki @youbidiask]

New import substitution market opportunity - UAV propulsion engine.

[Nilesh Kurhade @nileshkurhade]

📌 Millworks Technologies Limited informed the exchange about receipt of two developmental purchase orders from Hindustan Aeronautics Limited (HAL) for HAWK and MiG-29 aircraft assemblies and the execution of a Memorandum of Understanding (MoU) with TridenTech Engineering Private Limited for the co-development, manufacturing and marketing of Internal Combustion engines for Unmanned Aerial Vehicles (UAVs). #SME #MILLWORKS 🚀🛰️

[loki @youbidiask]

24k Qty
#LTelevator

[Navalism @NavalismHQ]

"You want to spend all your time either learning, earning, or relaxing."

@naval

[loki @youbidiask]

@prachiruns Prof founders is a vibe. Sedemac and now eplane. How do you see this?

[Prem Soni @ValueWithPrem]

HNI Indian fathers are paying for their GenZ sons adult daycare.

The most useless employee in any Indian SME is the owner's 25 year old GenZ son whose LinkedIn says Executive Director."

It is the ultimate Indian wealth trap. He has never negotiated a supply chain contract, never handled a labor dispute and doesn't know how to read his own company's balance sheet.

His only daily deliverable is strolling into the factory at 11 AM, sitting in an AC cabin to play Director-Director for four hours, ordering a cold brew on Zomato and leaving.

Meanwhile, his 55 year old father is still grinding out a 12 hour shift to keep the cash flow alive.

Giving your kid a C suite title without making them work in the warehouse first doesn't make them a founder. It just turns your business into a heavily funded adult daycare.

If your father is funding your AC cabin and your title. You are just a massive liability on a monthly allowance.

[Reads with Ravi @readswithravi]

An important reminder from Atomic Habits by James Clear:

“New goals don't deliver new results. New lifestyles do. And a lifestyle is a process, not an outcome. For this reason, all of your energy should go into building better habits, not chasing better results.”

[Ian Cassel @iancassel]

From Stock Picker, "Don't be a Sheep"
https://t.co/Aiy4t4bFTh

[loki @youbidiask]

Hardest thing, especially for someone running a concentrated portfolio and looking for multibagger gains from each position.

[Anand Shah @Anand_shah07]

Developing the ability to do nothing remains the hardest challenge I face as an investor.

The temptation to act, chase a new idea, or move towards what looks more promising is constant.

But you can’t chase every opportunity the market throws up.

You don’t have to catch every wave to make it across the sea. Sometimes,a boat without holes is all you need.

[loki @youbidiask]

@Tanmay_31_ Retail subscription numbers are surprising. It's almost at breakeven stage wrt profitability.

[loki @youbidiask]

#Sigmaadvanced

Listen in especially 5:30 - 5:45
Bumper Q2FY27 Loading

https://t.co/y5PpzgGaEY

[loki @youbidiask]

#teamtechformwork

https://t.co/By4okqej0m

[Reads with Ravi @readswithravi]

Major cheat code for life: Every pattern in your life repeats until you learn the lesson. The moment you choose differently, the loop ends and growth begins.

[loki @youbidiask]

@Priyansh_Miri Yeah! Burnt my fingers in such business models. For HNIs, who can patiently wait for 3-5 years, this is an excellent bet.

[loki @youbidiask]

@bhogleharsha India should get next 2 WT20 titles before bumrah retires.

[loki @youbidiask]

Highness
Speedex
Afcom
Shree ref

[रिमी @amurfalcon1]

Lt Elevator
Speedex
Millworks
Osel

[loki @youbidiask]

@vsvicky_ @rutu609 Worst pdcaas

[Neil Bahal @NeilBahal]

If LTCG goes away or is restructured, will unleash animal spirits in unimaginable ways.

If the tenure is increased, 'patient capital' will be born.

More importantly, this will 'fix' the Rupee!

🤞

[loki @youbidiask]

Watch out for Sigma Advanced systems