Kashish Shambhwani @kforkashish
Investor | Big, Infrequent, Asymmetric bets! Special Situations Free detailed research into Indian stock market 📩 https://t.co/rcpUxLRwYJ Jaipur | Mumbai Joined June 2013-
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Elon Musk has purchased over 2.56M shares of $TSLA worth $1 Billion! The purchase happened on September 12th with an average price of $389.22 This is Elon’s first open market stock purchase since February 2020, and the largest insider acquisition EVER by value.
Elon Musk has purchased over 2.56M shares of $TSLA worth $1 Billion! The purchase happened on September 12th with an average price of $389.22 This is Elon’s first open market stock purchase since February 2020, and the largest insider acquisition EVER by value.
This photo was taken on Elon Musk’s birthday. He used to sleep at the factory during these toughest phases of production. His message to the team was clear: “Your goal is to not let me sleep. The machines need to be running 24/7.” His commitment isn’t just rare, it’s legendary.
> be me > Larry Ellison > own a database empire, a sailboat, and a disdain for poor people > OpenAI wants to build AGI > needs compute > *a lot* of compute > like “$300B GPU cluster in a volcano” levels of compute > "Hello. I own Oracle Cloud. Also, I’m rich." > sign $300B GPU…
Indian Earnings: A Mirage of Growth Amid Global Outperformance While Indian markets bask in the glow of "resilient" earnings, a closer look at Q1 FY26 (April-June 2025) data reveals a stark underperformance compared to global peers. Take the Nifty 50: Operating revenue grew a…
Power theme will continue to reward in the medium term.
Power theme will continue to reward in the medium term.
To unwind this earnings season on a lighter note. *Read the witty and candid talks on the calls:* *Delhivery, CFO:* _“Thanks to our routing team, packages now reach customers faster than my morning coffee gets cold.”_ *MASTEK, CEO*: Umang Nahata at his best. _"We have over 10…
This is the worst result season I have seen in the last 2-3 years. Valuations one of the highest. 1500+ results and ex leveraged and ex petro , 8% sales growth and 5% PAT growth.
Solid performance continues from Yatharth hospital :) Just continue to hold the names with good earnings visibility over medium term coupled with reasonable valuations and portfolio CAGR will be taken care of 🎯
Solid performance continues from Yatharth hospital :) Just continue to hold the names with good earnings visibility over medium term coupled with reasonable valuations and portfolio CAGR will be taken care of 🎯 https://t.co/luedtvoBGu
Management during concall: Generics should be exempt from tariff for all practical and logical reasons but also acknowledges the orange monkey risk and has backup plan to shift production to US Stock down 15% from the high due to tariff uncertainty Disc: Strides Pharma.…
Bajaj Finance expresses concerns on consumer leverage! Credit costs see an uptick for the Company!
EFCIL (EFC) Q1FY26 concall notes , my notes from the recent call just concluded ( disc: biased at average price of 180 , has already done very well for us , so no fresh reco, biased , no financial advice in any sense )
After the MF buying spree in April and May, broader market has went into consolidation again Less than 200 stocks are going up 3% or more daily With the lack of any upside triggers (tepid earnings) and market breadth in 70s, expect consolidation to continue
Talk about conviction, Mohnish has parked 1/4th of the assets in Edelweiss. Disc: Invested from lower level
Two quotes I read/heard today from fellow investors which I may borrow and use frequently Improving portfolio allocation is like trying to straighten a dog’s tail — looks good for a minute, then goes back to chaos! - @LearningEleven Revenue growth is a pill that solves…
“Everybody want those Charlie Munger Partnership Returns. But nobody wanna endure two consecutive years of -30%.” - Ronnie Coleman
This post is about how start-ups redefine markets. Case study: Akshayakalpa vs Nandini Since almost a year now, Nandini has started selling a particular variety of milk branded as 'Desi Cow Milk' which is supposedly milk from the organic 'hallikar' variety of cows which are…
Beautifully explained
Screener AI is superb No need to hire freshers to churn/maintain data No need to upload docs on other AI platform Quality output Kudos @screener_in for raising the bar every single time
Fanboy in me buying some Tesla as you never bet against Elon 🤪
Sahil Sharma @sahil_vi
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PreMarketGains🇺�... @Tirubui8054
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kumar saurabh @suru27
103K Followers 384 Following Founder - Scientific Investing | SEBI Registered RA | Stock Market | Data Science | Guest Faculty | Building Investing & Trading Tools | Ex- EY, HP, ICRA
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133K Followers 108 Following Partner, Vice President @Compcircle National Bestseller Author - https://t.co/KFLqKNDLtA I simplify Equities & Finance "Be yourself. Everyone else is already taken"
Shreenidhi P @nid_rockz
194K Followers 195 Following Research Head at PINC Wealth Management CFA Level 3 candidate, MBA Finance from Great Lakes Institute of Management, Passionate about equity research
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53K Followers 500 Following Business. Management. Reinvestment. Vision without execution is just hallucination
Siddhartha Bhaiya @sidd1307
54K Followers 250 Following Stocks, stocks, stock. I breathe, drink eat equities and I'm here not to take stock but to talk stocks. I am the next multibagger!!!
My Value Picks @myvaluepicks
90K Followers 654 Following Sharing things I’m learning through X. Building habits to create a new identity as a passive investor. Get 1% better everyday. Mostly inactive on markets.
tushar @tushar9590
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Pankaj Parekh @DhanValue
142K Followers 15 Following Avid Reader | Data-Driven Research & Analysis | SEBI Unregistered | Let Data Speak Louder Than Words | Sharing insights freely for better investing.
Manhar rao yadav @RaoManhar
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internet hall of fame @InternetH0F
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15K Followers 162 Following Parody. Fan account. Not affiliated to RedBox India. DM for removal. All videos collected from internet
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