Aniket Sharma๐Ÿ‡ฎ๐Ÿ‡ณ (@sharmaaniket03) 's Twitter Profile
Aniket Sharma๐Ÿ‡ฎ๐Ÿ‡ณ

@sharmaaniket03

PhD||Boring Money|| Ghabrao mat bhai long term me sab upar hi jayega, insan bhiโ€ฆ..

ID: 1719572275329196033

linkhttps://substack.com/@makingboringmoney?r=6kjpbu&utm_medium=ios&utm_source=profile calendar_today01-11-2023 04:30:22

2,2K Tweet

1,1K Followers

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Trend Spark: Dive into Insights Galore (@trendspark420) 's Twitter Profile Photo

Mexico's Peso: +15.3% โœ… South African Rand: +13.5% โœ… Indian Rupee: -4.8% โŒ The Dollar lost -9.1% in 2025. INR still fell against it. We managed to lose value against a LOSING currency. What exactly are we doing differently? And who's paying the price? ๐Ÿ‘‡ Ashish Kumar Meher

Mexico's Peso: +15.3% โœ…
South African Rand: +13.5% โœ…
Indian Rupee: -4.8% โŒ
The Dollar lost -9.1% in 2025.
INR still fell against it.
We managed to lose value against a LOSING currency.
What exactly are we doing differently? And who's paying the price? ๐Ÿ‘‡
<a href="/AshishMeher7/">Ashish Kumar Meher</a>
Viper Trading (@vipertrading_in) 's Twitter Profile Photo

#SBI Contra Portfolio Update (Mar 2026) ๐Ÿ“Š A true "buy and hold" approach playing out at SBI Contra! They made absolutely zero fresh entries or complete exits this month. The only notable reshuffle was a strategic shift in banking heavily accumulating ICICI Bank while trimming

#SBI Contra Portfolio Update (Mar 2026) ๐Ÿ“Š

A true "buy and hold" approach playing out at SBI Contra! They made absolutely zero fresh entries or complete exits this month. 
The only notable reshuffle was a strategic shift in banking heavily accumulating ICICI Bank while trimming
Viper Trading (@vipertrading_in) 's Twitter Profile Photo

#ICICI Value Portfolio Update (Mar 2026) ๐Ÿ“Š ๐ŸŸข 1 Fresh Buy (Coal India Limited) ๐Ÿ”ด 0 Full Exits ๐Ÿ“‰ (None this month) ๐Ÿ“ˆ 28 Increase in Holdings (Includes: ICICI Bank Ltd, HDFC Bank Ltd, Oil And Natural Gas Corporation, Infosys Ltd, Hindustan Unilever Ltd., and ITC Ltd) ๐Ÿ“‰ 7

#ICICI Value Portfolio Update (Mar 2026) ๐Ÿ“Š

๐ŸŸข 1 Fresh Buy
(Coal India Limited)

๐Ÿ”ด 0 Full Exits
๐Ÿ“‰ (None this month)

๐Ÿ“ˆ 28 Increase in Holdings
(Includes: ICICI Bank Ltd, HDFC Bank Ltd, Oil And Natural Gas Corporation, Infosys Ltd, Hindustan Unilever Ltd., and ITC Ltd)

๐Ÿ“‰ 7
Trend Spark: Dive into Insights Galore (@trendspark420) 's Twitter Profile Photo

I spent 85% of my time reading โ€” annual reports, concalls, filingsโ€ฆ Not chasing tips. Not reacting to noise. Just building understanding. Because in the long run, itโ€™s not speed that wins โ€” itโ€™s depth. โ€” Inspired by Warren Buffett

Trend Spark: Dive into Insights Galore (@trendspark420) 's Twitter Profile Photo

In the March quarter, the Government of Singapore FII added: Vishal Mega Mart Delhivery Eternal Tata Motors (CV) Which one is the best among it ?

Trend Spark: Dive into Insights Galore (@trendspark420) 's Twitter Profile Photo

From wars to crashes, uncertainty is constantโ€” but so is progress. The mistake isnโ€™t volatilityโ€ฆ itโ€™s reacting to it. Time in the market > timing the market. โ€” Warren Buffett

Trend Spark: Dive into Insights Galore (@trendspark420) 's Twitter Profile Photo

Indiaโ€™s nuclear energy push is no longer a side story โ€” itโ€™s becoming a serious long-term theme. โš›๏ธ Here are key listed plays across the value chain ๐Ÿ‘‡ Core EPC & Infrastructure Larsen & Toubro Hindustan Construction Company High-Precision & Critical Components MTAR

Indiaโ€™s nuclear energy push is no longer a side story โ€” itโ€™s becoming a serious long-term theme. โš›๏ธ

Here are key listed plays across the value chain ๐Ÿ‘‡

Core EPC &amp; Infrastructure

Larsen &amp; Toubro

Hindustan Construction Company

High-Precision &amp; Critical Components

MTAR
Viper Trading (@vipertrading_in) 's Twitter Profile Photo

The second fund in our new #FinAlphaKYF - Know Your Fund series is #Nippon - Small Cap. As the largest smallcap fund by AUM, it has demonstrated phenomenal long-term consistency and powerhouse returns across market cycles. ๐Ÿ† Top Consistency: The fund has beaten the benchmark

The second fund in our new #FinAlphaKYF - Know Your Fund series is #Nippon - Small Cap. 

As the largest smallcap fund by AUM, it has demonstrated phenomenal long-term consistency and powerhouse returns across market cycles.

๐Ÿ† Top Consistency: The fund has beaten the benchmark
Viper Trading (@vipertrading_in) 's Twitter Profile Photo

The third fund in our #FinAlphaKYF - Know Your Fund series is #HDFC Midcap Fund. As the largest #midcap fund by AUM, it has delivered impressive long-term wealth creation with standout risk-adjusted performance. ๐Ÿ“ˆ Performance : The fund has beaten the benchmark 55% of the

The third fund in our #FinAlphaKYF - Know Your Fund series is #HDFC Midcap Fund.

As the largest #midcap fund by AUM, it has delivered impressive long-term wealth creation with standout risk-adjusted performance.

๐Ÿ“ˆ  Performance : The fund has beaten the benchmark 55% of the
Viper Trading (@vipertrading_in) 's Twitter Profile Photo

The fourth fund in our new #FinAlphaKYF - Know Your Fund series is #Edelweiss Midcap Fund. It stands out with a flawless track record of long-term benchmark outperformance and exceptional returns Radhika Gupta ๐Ÿ† Top Consistency: The fund has beaten the benchmark a flawless

The fourth fund in our new #FinAlphaKYF - Know Your Fund series is #Edelweiss Midcap Fund.

It stands out with a flawless track record of long-term benchmark outperformance and exceptional returns <a href="/iRadhikaGupta/">Radhika Gupta</a>

๐Ÿ† Top Consistency: The fund has beaten the benchmark a flawless
Viper Trading (@vipertrading_in) 's Twitter Profile Photo

The sixth fund in our #FinAlphaKYF - Know Your Fund series is #Quant - Small Cap. Known for its dynamic investment style, it has delivered solid benchmark outperformance over the years. Recently it's underperforming after a great run. ๐Ÿ“ˆ The fund has beaten the benchmark 81% of

The sixth fund in our #FinAlphaKYF - Know Your Fund series is #Quant - Small Cap.

Known for its dynamic investment style, it has delivered solid benchmark outperformance over the years. Recently it's underperforming after a great run.

๐Ÿ“ˆ The fund has beaten the benchmark 81% of
Viper Trading (@vipertrading_in) 's Twitter Profile Photo

The 14th fund in our #FinAlphaKYF - Know Your Fund series is #Nippon Large Cap Fund. For this analysis, we have used the NIFTY 100 TRI as the benchmark rather than the BSE 100 TRI, highlighting its robust capacity for steady wealth creation over the long term. ๐Ÿ“ˆ Steady

The 14th fund in our #FinAlphaKYF - Know Your Fund series is #Nippon Large Cap Fund. 

For this analysis, we have used the NIFTY 100 TRI as the benchmark rather than the BSE 100 TRI, highlighting its robust capacity for steady wealth creation over the long term.

๐Ÿ“ˆ Steady
Viper Trading (@vipertrading_in) 's Twitter Profile Photo

๐Ÿ“Š #MutualFunds Compilation : Sept 2024 marked the top for Nifty 500. Let's see how funds across categories have performed from that date through the end of April 2026. Only eligible funds considered : Flexicap : ๐Ÿฅ‡ Helios ๐Ÿฅˆ Parag Parikh ๐Ÿฅ‰ Bank of India Multicap : ๐Ÿฅ‡

๐Ÿ“Š #MutualFunds Compilation : 

Sept 2024 marked the top for Nifty 500. Let's see how funds across categories have performed from that date through the end of April 2026. Only eligible funds considered : 

Flexicap :
๐Ÿฅ‡ Helios
๐Ÿฅˆ Parag Parikh
๐Ÿฅ‰ Bank of India

Multicap :
๐Ÿฅ‡
Ginger Investor (@gingerinvest44) 's Twitter Profile Photo

๐Ÿ”ฅNetweb Technologies - The Actual Cheap Stock โœ…Just a wow super moat company in India in relation to AI. Year-on-year numbers: - Revenue growth: 88% - PAT: 66% - EPS: 66% - Full-year profit up 81% Margin compression- Just a marginal dip - Q4 FY26 PAT margin: ~9.0% vs Q4

Ginger Investor (@gingerinvest44) 's Twitter Profile Photo

๐Ÿ”ฐShilchar Tech - What future holds ? Pathetic Quarterly year on year number ๐Ÿ”นRevenue down by 34% ๐Ÿ”นPAT down 49% ๐Ÿ”นMargin down to 21% from 32% Obviously street don't like the results We have seen already in Voltamp Transformers , down 20% today. We have seen in TARIL also.

๐Ÿ”ฐShilchar Tech - What future holds ?

Pathetic Quarterly year on year number
๐Ÿ”นRevenue down by 34%
๐Ÿ”นPAT down 49%
๐Ÿ”นMargin down to 21% from 32%

Obviously street don't like the results 

We have seen already in Voltamp Transformers , down 20% today. We have seen in TARIL also.
Trend Spark: Dive into Insights Galore (@trendspark420) 's Twitter Profile Photo

Shilchar Technologies is down 7% today, but is the panic justified? ๐Ÿ“‰๐Ÿค” Letโ€™s talk about that Q4 margin contraction. Shilchar's EBITDA margins dropped to 21% (down from their 29% FY26 average), but this was driven by pure black-swan external shocks [1, 2]. The geopolitical

Shilchar Technologies is down 7% today, but is the panic justified? ๐Ÿ“‰๐Ÿค”

Letโ€™s talk about that Q4 margin contraction. Shilchar's EBITDA margins dropped to 21% (down from their 29% FY26 average), but this was driven by pure black-swan external shocks [1, 2]. The geopolitical