G R Balaji (@balajispice) 's Twitter Profile
G R Balaji

@balajispice

Head of Research and Co-Fund Manager @ ithought PMS. All views are personal & not those of my employer.

ID: 825576013

linkhttp://ithought.co.in calendar_today15-09-2012 16:38:08

3,3K Tweet

4,4K Followers

163 Following

G R Balaji (@balajispice) 's Twitter Profile Photo

Happy to share our Trublu Fund is one of Top performing funds among largecap Category for SEP 2024 . Our TruBlu Fund is India's First Mega Largecap fund with well defined Investment Universe of NIFTY 50 Stocks Only . Zero exposure to Mid and Small cap . Shyam Sekhar ithoughtpms

Happy to share our Trublu Fund is one of Top performing funds among largecap Category for SEP 2024 . Our TruBlu Fund is India's First Mega Largecap fund with well defined Investment Universe of NIFTY 50 Stocks Only . Zero exposure to Mid and Small cap . <a href="/shyamsek/">Shyam Sekhar</a> <a href="/ithoughtpms/">ithoughtpms</a>
ithoughtpms (@ithoughtpms) 's Twitter Profile Photo

Corporate India Q3 2024-25 Result Update In this webinar, we will discuss about: 1. Key highlights of the corporate result 2. Emerging trends in the economy 3. New potential growth opportunity 4. Sector Outlook Speaker: G R Balaji, Head of Research & Co-Fund Manager Date:

Corporate India Q3 2024-25 Result Update

In this webinar, we will discuss about:

1. Key highlights of the corporate result
2. Emerging trends in the economy
3. New potential growth opportunity
4. Sector Outlook

Speaker:
<a href="/balajispice/">G R Balaji</a>, Head of Research &amp; Co-Fund Manager

Date:
G R Balaji (@balajispice) 's Twitter Profile Photo

Annual-Report 2024-2025 Link Compilation Three have really caught my eye: ☑️ PIX Transmission ☑️ High Energy Batteries ☑️ Heritage Foods Now it’s your turn: Which FY 2024-25 annual report impressed you the most? Share your pick in the comments! docs.google.com/spreadsheets/d…

G R Balaji (@balajispice) 's Twitter Profile Photo

#InvertAlways The goal is not to oppose consensus for its own sake, but to recognize when narrative and fundamentals diverge and act patiently until price meets value .

G R Balaji (@balajispice) 's Twitter Profile Photo

Interesting Pic for the Day : Best representation of both standalone and consolidated numbers . Great visual treat for any investor . Annual Report is one of great source of original content and some interesting data is shared in this report . Happy Reading AR 2025 !!!

Interesting Pic for the Day : Best representation of both standalone and consolidated numbers . Great visual treat for any investor .

Annual Report is one of great source of original content and some interesting data is shared in this report .

Happy Reading AR 2025 !!!
G R Balaji (@balajispice) 's Twitter Profile Photo

Cost of a Bad Habit ? Gambling is part of our DNA but I think we have taken the gabling attitude to a different level post covid . When investor individually losses 1.1 lac only but collective losing 1.05 Lac Crs is a disaster in the making .

Cost of a Bad Habit ? Gambling is part of our DNA but I think we have taken the gabling attitude to a different level post covid . When  investor individually  losses 1.1 lac only but collective losing 1.05 Lac Crs is a disaster in the making .
G R Balaji (@balajispice) 's Twitter Profile Photo

What NVIDIA achieved in terms of MCAP is something to ponder deep in terms of how a company is so relevant to the entire world and the degree of super excitement seen among investors which lead to this gigantic MCAP . Being relevant to society is key to value creation ....

What NVIDIA achieved in terms of MCAP is something to ponder deep in terms of how a company is so relevant to the entire world and the degree of super excitement seen among investors which lead to this gigantic MCAP .

Being relevant to society is key to value creation ....
G R Balaji (@balajispice) 's Twitter Profile Photo

Profit growth ≠ price growth. A hyped, well-run company compounded earnings with (13-15% ROE), yet after 4 yrs its share price was flat as the triple-digit P/E unwound. Crowded, over-owned themes remind us: valuations matter—protect capital, demand a wide margin of safety.

Profit growth ≠ price growth. A hyped, well-run company compounded earnings with (13-15% ROE), yet after 4 yrs its share price was flat as the triple-digit P/E unwound. Crowded, over-owned themes remind us: valuations matter—protect capital, demand a wide margin of safety.
G R Balaji (@balajispice) 's Twitter Profile Photo

AR Edge : One of good sign of great companies is to increase dividend over a period of time . This company is a Gold Standard in this aspect Reading Annual Report gives you very good pictorial data point to find great companies. #Annualreport #Edge #Opportunity #Great

AR Edge : One of good sign of great companies is to increase dividend over a period of time .

This company is a Gold Standard in this aspect

Reading Annual Report gives you very good pictorial data point to find great companies.

#Annualreport #Edge #Opportunity #Great
G R Balaji (@balajispice) 's Twitter Profile Photo

Slow start to Q1 earnings: just 41/500 BSE firms in, with sales & profits up ~5 % vs 10 % nominal GDP. Only 15 showed >10 % revenue growth; IT notably weak. Gains mainly in govt‑capex plays & wealth managers. Sentiment still hot, valuations rich—stay selective. #Earnings

Slow start to Q1 earnings: just 41/500 BSE firms in, with sales &amp; profits up ~5 % vs 10 % nominal GDP. Only 15 showed &gt;10 % revenue growth; IT notably weak. Gains mainly in govt‑capex plays &amp; wealth managers. Sentiment still hot, valuations rich—stay selective. #Earnings
G R Balaji (@balajispice) 's Twitter Profile Photo

Annual Report 2024-2025 Updated. Total 566 companies had published AR . Happy Reading and Learning !!! docs.google.com/spreadsheets/d…

Investing Accelerator Summit 🚀 (@ias_summit) 's Twitter Profile Photo

We are delighted to announce that the talented G R Balaji will be presenting at the 20-20⁺ Investing Accelerator Summit! G R Balaji is the Co-Founder and CIO at First Principles Asset Services LLP. He is on a mission to empower individuals to build wealth and attain freedom

We are delighted to announce that the talented G R Balaji will be presenting at the 20-20⁺ Investing Accelerator Summit!

<a href="/balajispice/">G R Balaji</a> is the Co-Founder and CIO at First Principles Asset Services LLP. He is on a mission to empower individuals to build wealth and attain freedom
Investing Accelerator Summit 🚀 (@ias_summit) 's Twitter Profile Photo

What if the strongest growth hides in the shadows when the market looks quietest? 🌒📈 At #IAS2025, GR Balaji (G R Balaji) unveils the art of unearthing opportunity when headlines scream slowdown but smart money quietly pivots. To learn where the real growth is hiding, be in

What if the strongest growth hides in the shadows when the market looks quietest? 🌒📈

At #IAS2025, GR Balaji (<a href="/balajispice/">G R Balaji</a>) unveils the art of unearthing opportunity when headlines scream slowdown but smart money quietly pivots.

To learn where the real growth is hiding, be in