Exploring the Unexplored! 1-pager research on interesting stock ideas. Not Buy/Sell reco. but to get more perspectives (positive, negative, new insights). Talk about #SealmaticIndia -bit.ly/3N8XdlH Pls subscribe for more such posts. bit.ly/3YidIjh

Exploring the Unexplored! 1-pager research on interesting stock ideas. Not Buy/Sell reco. but to get more perspectives (positive, negative, new insights). Talk about #ICEMakeRefrigerations - bit.ly/445B3Yh Subscribe for more such posts. bit.ly/3YidIjh

Exploring the Unexplored! 1-pager research on interesting stock ideas. Not Buy/Sell reco. but to get more perspectives (positive, negative, new insights). Talk about #PatelsAirtemp - bit.ly/3OegXpR Subscribe for more such posts. bit.ly/3YidIjh

1/ Last week, RBI issued guidelines for small finance banks (SFBs) to transition to universal banks (UBs), creating very interesting special situations for investors. Want to know how you can profit from this? Read on for actionable ideas >> 💰🏦 (& pls RT, follow, like )

I'm excited to share our inaugural investor letter since launching our strategy to external investors last month. We write about the importance of 'Good Behaviour' in investing - an idea that is central to us. Please do retweet so we can reach more people. Back to the letter>

Drawing parallels b/w an ALM-mismatched office space lessee, where asset price appreciation actually inflates your cost structure, & branded asset owners, where rising prices directly boost earnings. All this, just to slap on a multiple and justify a price. Clever.

I'm excited to share our Q2FY25 investor update. In this letter, we delve into the current state of market where luck can often be mistaken for skill. This environment reinforces the need to remain disciplined in identifying fundamentally strong businesses. We also discuss one

A summary of what Trump's second term could mean for India!

Over the past few days a lot has been said and written about #DeepSeek and how it has impacted #Nvidia and other US big tech stocks! DeepSeek's clever re-engineering of training of LLMs is poised to transform how the world leverages AI. A small note encapsulating all this!

Crisp and easy to understand read on how #DeepSeek is able to compete with #Chatgpt and why all the hype around it is relevant.

Very crisp and simple explanation to Trump and Tariff issues. Pls listen till the end as it talks on how should investors think on possible outcome of this. KNOWLEDGE CAPSULES by Rajeev Poddar thanks.

In these sensitive times, a lot of misinformation and fake news is being spread on #WhatsApp. Be cautious and follow our WhatsApp Channel for all authentic information related to Ministry of Defence. Tap on the link given below and follow now! whatsapp.com/channel/0029Va…

This guy is probably the most delusional person on planet right now after Pakistani PM😂

‘With respect to America, enemies need to be careful and friends need to be even more careful’ Heard someone saying this, and felt so relevant. It actually shows how cunning the American mindset is! Don’t want to generalise a nation, but that’s how they have operated!

Interesting perspective of how things can be! Summarising- 2025-30 - Phase when AI reduces 70-80% of today’s executive workload 2030-2040 - Era of abundance, as person will have a lot of time at disposal, to work on things they want to than ones they are required to today.

I am eager to be among BJP West Bengal Karyakartas at a rally in Kolkata. With each passing day, public anger against the TMC is increasing. West Bengal is eagerly looking towards the BJP with hope because of our development agenda.

The joy of India hitting 125 GW solar capacity, and becoming the world’s third-largest producer, is something we can all celebrate. Announced by Union Minister Pralhad Joshi, it also marks crossing the 50% mark in non-fossil electricity capacity, achieving renewable goals nearly

Meesho’s logistics cost of 40/order way lower than Delhivery’s 60/order. By understanding its customers are okay with 5-6 day delivery vs Delhivery which is optimised to do 2-3 day delivery. Great insights Prachi Somani Link to note - bit.ly/4pQjkyU

⚡️Copper Winding Wires: The Backbone of India’s Electrification & Power T&D Boom. Webinar Link: us06web.zoom.us/j/81510045358 💻Join our upcoming webinar to decode the electrification supply chain beyond the obvious names. This session will focus on: > Structural demand growth

An Unconditional Bad Ifea Weekends I think about economic matters. Usually I keep these notes to myself sometimes I let you the readers suffer. Unconditional cash transfers aka freebies aka revdis are now taking serious proportions. The economic survey 2026 puts them at