Naman Chandak (@thenamanchandak) 's Twitter Profile
Naman Chandak

@thenamanchandak

Ex Intern at SOIC |Passionate about equities|DCP Discipline Consistency Patience Perseverance

ID: 1373354847123034116

calendar_today20-03-2021 19:25:03

723 Tweet

956 Followers

480 Following

Intrinsic Compounding (@soicfinance) 's Twitter Profile Photo

A slide from today's webinar on different frameworks to buy a stock :) Which type of investor are you? (Special situation option is there too)

A slide from today's webinar on different frameworks to buy a stock :)

Which type of investor are you? (Special situation option is there too)
ishmohit (@ishmohit1) 's Twitter Profile Photo

Play Auto Oems growing in double digits via the auto ancs which have the largest exposure to them in terms of sales. Kit value per vehicle increases and margins expand due to this over a period of time Fruits of Proxy Investing

ishmohit (@ishmohit1) 's Twitter Profile Photo

Navigating the choppy market by focusing on the business stories like a hawk.. Multiple opportunities exist today at Peg of less than 1.5 times. From Autos to liquor to Gold finance to other themes in consumption sector. Be a business analyst

SOIC Research (@researchsoic) 's Twitter Profile Photo

Before a pill reaches your palm, a snack hits the shelf, or an EV part clears the assembly line, there’s a quiet check point: testing. In India, one name keeps appearing at that gate-Vimta Labs-a 40-year-old Hyderabad-based contract research & testing specialist Let's Dig

Before a pill reaches your palm, a snack hits the shelf, or an EV part clears the assembly line, there’s a quiet check point: testing. 

In India, one name keeps appearing at that gate-Vimta Labs-a 40-year-old Hyderabad-based contract research & testing specialist

Let's Dig
Intrinsic Compounding (@soicfinance) 's Twitter Profile Photo

Is India's Aerospace industry finally taking off? Policy push and rising quality are helping suppliers move from simple parts to ready-to-install assemblies. The opportunity is big; the to-dos are clear: make more materials locally, train more skilled people, build key

Is India's Aerospace industry finally taking off? 

Policy push and rising quality are helping suppliers move from simple parts to ready-to-install assemblies. 

The opportunity is big; the to-dos are clear: make more materials locally, train more skilled people, build key
ishmohit (@ishmohit1) 's Twitter Profile Photo

I won’t be surprised if next year GDP growth comes to a number above 7% Must listen to this interview by one of the sharpest economists in India youtu.be/Wpwq4ep6gK8?si…

Suresh K (@sureshkbn) 's Twitter Profile Photo

Cut your losers mercilessly. Winners take care of themselves ..losers take care of destroying you. One disciplined exit today saves you from ten regrets tomorrow

ishmohit (@ishmohit1) 's Twitter Profile Photo

Equity Insights Elite + Rare Ability to accept gains and losses with objectivity. Those who can conquer this, anchor to Pf returns and stick to the process will do really well

Congruence Advisers (@congruencea) 's Twitter Profile Photo

If you are a small cap investor, the market is now more about the stomach than about research skill The market is doing what it does best Full time investing & trading posts (and boasts) are nowhere to be seen!

Intrinsic Compounding (@soicfinance) 's Twitter Profile Photo

Markets reward change, not size. In B2G, the “change” was: capex up → tenders up → orderbooks up. Question now: what’s the next change? Full read: soic.substack.com/p/is-the-best-…

Markets reward change, not size.

In B2G, the “change” was: capex up → tenders up → orderbooks up.

Question now: what’s the next change?

Full read: soic.substack.com/p/is-the-best-…
ishmohit (@ishmohit1) 's Twitter Profile Photo

Just saw Dhurundar movie.. Mind blowing + Such movies really help in building national character. One of the must watch movies with exceptional performance from the entire cast. Can’t praise it enough..held my attention for 3 hours+

Intrinsic Compounding (@soicfinance) 's Twitter Profile Photo

Our annual write for 2026 is out , which covers multiple learnings , themes and a special learning towards the end soic.substack.com/p/learnings-an…

Our annual write for 2026 is out , which covers multiple learnings , themes and a special learning towards the end

soic.substack.com/p/learnings-an…
Naman Chandak (@thenamanchandak) 's Twitter Profile Photo

Yesterday everyone was bearish and extremely negative . Now... how the sentiment changes in just a day 🫡 "Markets bottom at worst possible sentiments"

The_Chartist 📈 (@thechartist26) 's Twitter Profile Photo

To all the mutual fund investors This is for really long-term investment and every negative news during the BEAR market seems like end of the world This is also part of the cycle and one day everything will recover back to the highs in terms of your NAV

Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile Photo

This may or may not age well. But adjusted for your risk profile, liquidity needs and current equity exposure if you’re not adding to equity now when there is brute pessimism, what are you even doing? Beyond a point there is no point in reading books, attending workshops,