Yogesh Shroff

Ex-Goldman Sachs || Equity Research

[Yogesh Shroff @yrshroff]

The biggest money is made after the longest bear markets!

Everyone was searching for multibaggers in Sep'24, now everyone is looking for safety. Pure stupidity...

Link to this stock deep dive in the thread.

[Ali Azar @MrTalkStock]

We’ve been LIVE on the Smallcase Platform for just 2.5 months

And all 3 of our strategies have beaten relevantbenchmarks handsomely

🎓SEBI RA: INH000024170

🧵🧵🧵

#StockMarket #investing @smallcaseHQ

[Yogesh Shroff @yrshroff]

@myvaluepicks Have people forgotten he went to jail for financial fraud? Why are people listening to his useless advice?

Back to back failures like Beightcom 😅

[Ali Azar @MrTalkStock]

📈Delighted to show you the outperformance of my Smallcases since inception 3 months ago

👉Magnus Focused Alpha (Small Cap Strategy)

👉Magnus High Conviction (Multi Cap Strategy)

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🎓SEBI RA: INH000024170

#StockMarket #investing

[Yogesh Shroff @yrshroff]

@dhawal20jain At this point anyone educated and sensible. Nirmala Tai has lost it.

[Saket Gokhale @SaketGokhale]

Indian TV media is so compromised & pathetic that we find out about 100+ deaths due to rain & storms in UP from the Russian President.

In no other supposed “democracy” is the media so entirely controlled by the ruling party.

It’s beyond shameful.

[Yogesh Shroff @yrshroff]

Please don’t include me :)

US the largest economy in the world is taking all their leaders to China to sign investment deals! What a legend Trump is🎖️

Whereas one of the poorest nations (by per capita GDP 🇮🇳) the leaders are in a complete denial, crushing the middle class by extorting taxes 🫠

[Yogesh Shroff @yrshroff]

@NDTVProfitIndia @VikramOza US the largest economy in the world is taking all their leaders to China to sign investment deals! What a legend Trump is🎖️

Whereas one of the poorest nations (by per capita GDP 🇮🇳) the leaders are in a complete denial, crushing the middle class by extorting taxes 🫠

[Yogesh Shroff @yrshroff]

@kapsology US the largest economy in the world is taking all their leaders to China to sign investment deals! What a legend Trump is🎖️

Whereas one of the poorest nations (by per capita GDP 🇮🇳) the leaders are in a complete denial, crushing the middle class by extorting taxes 🫠

[Yogesh Shroff @yrshroff]

US the largest economy in the world is taking all their leaders to China to sign investment deals! What a legend Trump is🎖️

Whereas one of the poorest nations (by per capita GDP 🇮🇳) the leaders are in a complete denial, crushing the middle class by extorting taxes 🫠

[Yogesh Shroff @yrshroff]

https://t.co/M2F88sPO7k

[Yogesh Shroff @yrshroff]

The biggest money is made after the longest bear markets!

Everyone was searching for multibaggers in Sep'24, now everyone is looking for safety. Pure stupidity...

Link to this stock deep dive in the thread.

[Ali Azar @MrTalkStock]

https://t.co/kB7zQ8Dv2Q

[Yogesh Shroff @yrshroff]

@ryandeiss The one who was a better business.

[Ali Azar @MrTalkStock]

🧵Indian markets continue to frustrate investors

Even high-quality stocks are bleeding

👉 Ongoing 50% tariff uncertainty
👉 Weakening rupee
👉 And poor global cues

Have made capital protection harder than returns

But while India struggles, global themes are working quite well

Let me show you one example👇

#StockMarket #investing

[Yogesh Shroff @yrshroff]

@apurvnagpal @CMOMaharashtra To transfer the commission directly in his swiss bank accounts

[Yogesh Shroff @yrshroff]

@AdityaD_Shah I think there is a margin call on the pledged holdings.

[Yogesh Shroff @yrshroff]

That’s a discussion for another day.
Coming back to NVIDIA: with Gemini 3 Pro most likely trained entirely on TPUs, NVIDIA’s dominance may be at risk. Hyped valuations + solid emerging competition = DISASTER 💣

[Yogesh Shroff @yrshroff]

Is NVIDIA’s $4 trillion market cap justified anymore?

NVIDIA’s dominance has been based on being the sole manufacturer of GPUs powering the future of AI. Personally, I feel AI is being overhyped, it may eventually settle into a tool that significantly increases the productivity of working professionals, but perhaps not reach the transformative levels people claim.

[Yogesh Shroff @yrshroff]

@vijayshekhar @WhatsApp Yes messages like these need to be blocked. @Paytm

[Yogesh Shroff @yrshroff]

GPT-5 Incominggg!!! Have heard from various developer friends it is going to be FKING AWESOMEEE!!!

[OpenAI @OpenAI]

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