Everyone watching Pandya batting:

Pledged all stock and defaulted on debt because of short term liquidity mismatch which will supposedly soon be resolved. Wonder why that keeps happening every cycle.

Happy Holi everyone!! (bullish on soap and shampoo stocks 😂)

A new player has entered the quick commerce discount wars. After having burnt billions of $s in horizontal ecommerce and with no profits in sight, Flipkart is bringing its cash burn playbook to quick commerce. Bad for incumbents, great for consumers. Burn baby burn!!

Google, Coke, Amex at sub-20x P/E, Meta at 23x. Strong dominant global franchises. What if single-digit EPS growth, high-quality businesses in India start trading at these valuations instead of 50-70x P/E? What then happens to a HUL, Page, Nestle, Asian Paints, etc.?

Link to 2Point2 Capital's Q4 FY25 Investor Update - bit.ly/2Point2Capital… In this update, we talk about 'The Barrage of Bullish Influence' that investors face.

Is it okay to listen to Coke Studio Pakistan in these times? 🤔 Asking for an anti-national friend...

This looks like a new tactic being used by many promoters to justify their selling. Red flags everywhere in this Elite CON. Stay safe!

Median employee salary <18k per month, EBITDA margins range 25-35%, CTO/CBO pay <10 lakhs per annum. Badhiya hai 🙄 #ManpasandVibes #GoldenAgeOfFraud

Kitex, PCJ, Shankara, Shakti trending again

Link to 2Point2 Capital's Q1 FY26 Investor Update - bit.ly/2Point2Capital… In this update, we talk about the Importance of Knowing Our Boundaries in Investing.

Sir Jadeja and Jassi Bhai please

Temperature check. Overall valuations marginally lower but SMID valuations still over 30% higher than FY18 SMID peak. SMID valuations assuming that Indian economy is set to have an Amritkaal Pro Max phase over the next few years.