Rajeev Desai (@rajuidesai) 's Twitter Profile
Rajeev Desai

@rajuidesai

Interest in world economies ,new themes in stock market, In stock market since 1985 . Not SEBI Registered. Not CA/MBA/IIM/IIT.
Can't give Buy/Sell/Hold call....

ID: 316457883

calendar_today13-06-2011 13:45:47

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Rajeev Desai (@rajuidesai) 's Twitter Profile Photo

You didn't understand my point. You should have reread my post many many times. All funds buying made Nvidia a Multibagger, 400x... I also wrote, only $130 bn sales and Nvidia is quoting at $4 trillion Mcap? What is so much in it that Nvidia gave 400x return? This is insane

Rajeev Desai (@rajuidesai) 's Twitter Profile Photo

Dividend yield? Really? Those who invested from start, why he should wait for Div to fall.... He is already on huge gains from TCS!! There are scores of stock where one can invest while selling TCS and again create wealth... What is this SAAR? This academicians keep giving New

Rajeev Desai (@rajuidesai) 's Twitter Profile Photo

That is how market is, in India and in USA. So stop complaining and learn to live with it. Don't complain where you can't do anything. Accept and move forward!!

Rajeev Desai (@rajuidesai) 's Twitter Profile Photo

But then we are not No1 country in the world and our Economy is only $4 Tr but USA economy is $27 Tri. Don't compare US market with Indian market. Actually there is no comparison between TWO in any field. I have seen, the thinking start the Wrong way. Already seen Ruchir Sharma ,

Rajeev Desai (@rajuidesai) 's Twitter Profile Photo

India need 193 to win 3rd Test with Eng. Indian bowler did splendidly well to bundle out a strong batting side of Eng for mere 192!! I think, 193 shouldn't be a big thing for us.....

Rajeev Desai (@rajuidesai) 's Twitter Profile Photo

Good news for Panabyte Technologies Ltd and Vintron Informatics Ltd. Which I discussed already. AI Overview Yes, Panabyte Technologies Ltd is involved in the CCTV camera industry, specifically within their "e-surveillance and CCTV surveillance system" offerings, according to

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RRP Semiconductor went up from 22 to 2418 in a year with all GSM and PCA and 5% and 2% circuits!! All restrictions and still it is 109X......

RRP Semiconductor went up from 22 to 2418 in a year with all GSM and PCA and 5% and 2% circuits!!
All restrictions and still it is 109X......
Rajeev Desai (@rajuidesai) 's Twitter Profile Photo

There are score of stocks that has come down from very big high. Eg. Waree Tech 1380 to 247. There was no sales there. Last year sales was 28 Cr. In Loss. and stock went up from 247 in Apr 2023 to 1380 . How one buy such stock at 800 or 1100? If u r holding from Low, that is OK ,

Rajeev Desai (@rajuidesai) 's Twitter Profile Photo

With the positives you mentioned, the cash Flow and u say, Capex is debt funded. The int outgo was only 102 Cr in Mar 2022, and in mar 2025 the Int outgo is 216 Cr!! Just in 3 yrs, the interest Outgo doubled, so which are these debts? Doubling int paid in 3 yrs is HUGE for me by

Rajeev Desai (@rajuidesai) 's Twitter Profile Photo

Lauras is already in diff league then other peers as it is already having 139 P/E. Where is the value? Even if as you all say, the sales will go up and Np will go up in next 3 yrs, the P/E will come to 40 which will be as good as its peers!! So how will the rerating happen?