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@IamJubinMJ Avatar @IamJubinMJ Jubin Jacob, CFA

Jubin Jacob, CFA posts on X about longterm, regulatory, sentiment, money the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social category influence finance

Social topic influence longterm, regulatory, Sentiment, money, liquid, pricing, ego, lens, drivers, dividend

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Top posts by engagements in the last XX hours

"Let them make noise. I will heavily accumulate IEX knowing the calculated risk to capitalize on the massive future potential of Indias evolving energy market. This is not blind optimism its a contrarian bet with deep homework. Even Buffett the greatest investor of our time was criticized during tough cycles. Great calls always look foolish in the short term. Valuation metrics are tools not commandments. Vision market dominance regulatory evolution and demand-side scale thats where the real alpha is born. Lets see whos still talking when the stock crosses XXX again. 😉"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-25 03:01:53 UTC XXX followers, XXX engagements

"Arun I understand your concern about high public shareholding it can be a red flag in some cases. But in IEXs case we should respect clean well-governed business models that run efficiently without a promoter. Its not retail sentiment driving the core here its FIIs and DIIs taking calculated long-term bets. That speaks volumes about the quality of the business management and moat. Ownership patterns alone dont define risk. The absence of promoters isnt a flaw its a design choice. Lets not forget: 🟢 Zero debt 🟢 80%+ margins 🟢 Monopoly-like grip (till now) 🟢 Strong regulatory tailwinds in"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-25 07:24:12 UTC XXX followers, XX engagements

"True. But if you look at the comment section youll notice how quickly people jump to critique with surface-level theories like Time Value of Money without trying to understand the underlying thesis. Thats why thoughtful evaluation from teams like yours is invaluable. It helps validate whether the core thesis is still intact or truly broken beyond just price action. Would love to hear your thoughts on IEX from a business fundamentals and industry structure perspective"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-24 08:01:11 UTC XXX followers, XX engagements

"True Sahil. This is not the end of IEX this is the beginning of a new chapter. CERCs order may change the way pricing is done but it does not eliminate the need for strong liquid and trusted platforms. And in that race IEX is still miles ahead. Let the dust settle. Let the narrative shift back to structural growth. I havent sold a single share and will keep accumulating on corrections below XXX levels I currently hold a XX% position. Fully aware of the risks: regulatory overhang market coupling new entrants and short-term price pressure. Yes the stock might fall to XXX or lower. Thats not"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-24 07:15:55 UTC XXX followers, 6025 engagements

"Absolutely conviction doesnt mean blind holding. If we see FIIs & DIIs reducing exposure consistently while retail holding shoots up thats a red flag. Especially if the management gives up on innovation and fails to respond to disruption. At that point we must be willing to exit whether at a gain or a loss. "Capital preservation ego" For now its a calculated contrarian bet backed by long-term growth tailwinds and strong institutional trust. But Ill keep tracking and act if the thesis breaks. Thats what real investing is about"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-25 07:39:20 UTC XXX followers, XX engagements

"ROCE (Return on Capital Employed) is more important from an investors lens because it reflects how efficiently the company is using capital to generate profits especially relevant in capital-intensive businesses. Net Profit Margin (NPM) tells you about profitability at the bottom line but doesnt indicate how effectively capital is being deployed. - A company with high ROCE and low NPM may still be highly efficient say a high-turnover business with thin margins. - But a company with high NPM and poor ROCE might be under-utilizing its capital a red flag for long-term compounding. So while both"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-25 14:58:08 UTC XXX followers, XX engagements

"Let them make noise. I will heavily accumulate IEX knowing the calculated risk to capitalize on the massive future potential of Indias evolving energy market. This is not blind optimism its a contrarian bet with deep homework. Even Buffett the greatest investor of our time was criticized during tough cycles. Great calls always look foolish in the short term. Valuation metrics are tools not commandments. Vision market dominance regulatory evolution and demand-side scale thats where the real alpha is born. Lets see whos still talking when the stock crosses XXX again. 😉 Reliance has been in a"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-25 04:08:01 UTC XXX followers, XX engagements

"Great question Dhruv. Youre absolutely right liquidity cant be the cause in itself. Its the outcome of multiple enablers. In IEXs case heres what initially pulled in liquidity: - First-mover advantage (2008 launch) - Superior tech infrastructure near-zero downtime fast execution - User-friendly UI/UX for both large buyers and smaller discoms - Trust built through regulatory alignment + transparent pricing - Network effect as volumes built up more participants joined for better discovery So yes the platform strength consistent reliability and reputation as the default choice created a"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-25 07:53:58 UTC XXX followers, XX engagements

"📘 Gordon Growth Model (GGM) Long-Term Return Driver Insight Formula: Total Return (Expected) Dividend Yield + Earnings Growth ✅ Short-Term Drivers (as you said): Dividend Yield 📤 Earnings Growth 📈 Change in P/E Ratio (Valuation Re-rating) 🔁 Buybacks / Share Repurchases 🔄 These can create temporary alpha or underperformance based on market sentiment. 📌 Long-Term Drivers (core of GGM): Dividend Yield (even if zero its assumed earnings are reinvested) Earnings Growth which in theory converges to: Nominal GDP Growth = Real GDP Growth + Long-Term Inflation This is why in the long run your"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-15 03:07:11 UTC XXX followers, XXX engagements

"My Thoughts on IEXs XX% (24 July 2025; 10.53am IST) Drop After Market Coupling Approval I wasnt surprised by todays fall in IEX. I hold XX% of my concentrates portfolio in IEX and have been tracking the market coupling discussion for years. Regulatory overhang isnt new. Every time the topic resurfaces weve seen knee-jerk reactions. This time was no different but the long-term story in my view remains largely intact. Let me explain why I continue to hold with conviction 👇 What Happened On July XX 2025 CERC finally approved Phase-I Market Coupling for the Day Ahead Market (DAM) starting Jan"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-24 05:23:50 UTC XXX followers, 99.2K engagements

"I will heavily accumulate IEX knowing the calculated risk to capitalize on the massive future potential of Indias evolving energy market. This is not blind optimism its a contrarian bet with deep homework. Even Buffett the greatest investor of our time was criticized during tough cycles. Great calls always look foolish in the short term. Valuation metrics are tools not commandments. Vision market dominance regulatory evolution and demand-side scale thats where the real alpha is born. Lets see whos still talking when the stock crosses XXX again. 😉"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-25 05:16:25 UTC XXX followers, XX engagements

"Conviction Attachment When I invest I dont marry a stock. I marry a thesis built through deep research logic and long-term perspective. Take IEX for example. I currently hold a XX% position. Fully aware of the risks: regulatory overhang market coupling new entrants and short-term price pressure. Yes the stock might fall to XXX or lower. Thats not ignorance. Thats acceptance. But I didnt enter IEX for short-term momentum. I entered because of: - Indias low exchange-based power trade penetration (just XX% vs 50%+ in developed countries) - Structural shift toward market-based energy pricing -"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-24 05:52:03 UTC XXX followers, 5818 engagements

"Amid all the noise its these kinds of grounded insights that help long-term investors stay calm focused and rational. Your teams ongoing effort to interpret developments like market coupling without resorting to fear or hype is truly helpful. Looking forward to the detailed review once your team wraps up the full analysis. Meanwhile thanks for being a steady voice in uncertain times. Also I had gone through your February 2024 post earlier it was incredibly detailed and helped me understand the various aspects of market coupling much better. That analysis played a big role in shaping my"
@IamJubinMJ Avatar @IamJubinMJ on X 2025-07-24 09:00:48 UTC XXX followers, XXX engagements