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@dmuthuk Avatar @dmuthuk D.Muthukrishnan

D.Muthukrishnan posts on X about india, stocks, china, money the most. They currently have XXXXXXX followers and 5360 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance #6578 countries stocks technology brands

Social topic influence india, stocks #2715, china #4574, money, investment #658, pakistan #4311, countries #2296, afghanistan #1336, prize #1771, peace prize #367

Top assets mentioned Noble Corporation (NE) Unilever plc (UL)

Top Social Posts #

Top posts by engagements in the last XX hours

"What is a PEG ratio. If the earnings growth of a FMCG company is X% and if it is trading at XX PE the PEG ratio is XX X which XX. PEG ratio less than X is considered undervalued. PEG ratio equal to X is fairly valued. PEG ratio more than X is overvalued. This is in theory. At times it may be difficult to buy a good opportunity say below X PEG. But this is a good yardstick. Indian stock market PEG is X abnormally high. Again please note that my caution doesn't mean markets would necessarily fall. It can remain range bound for some years till PEG becomes normal. Earnings growth can catch up"
X Link @dmuthuk 2025-10-01T10:54Z 563.9K followers, 85.9K engagements

"Not supporting Taliban. Some right wing trolls need to understand all Islamic nations should not be considered as Pakistan. Taliban (Afghanistan) Arabs Iranians Indonesians and many other nations are very well aligned with India. Inspired by @aravind's tweet"
X Link @dmuthuk 2025-10-11T12:08Z 563.9K followers, 61K engagements

""If you buy at XX which is the average PE you'll get the average return which is XX. If you buy at a PE of XX which is high you get two to minus two which is low. If you buy at eight which is low you might get a return of 15-20 which is high. The higher the price you pay the lower you return makes sense. But of course if you're a real long term holder and indifferent you just strap yourself in and you hold for the long run and you hope once you get past your period of overpricing and underperformance that you regress toward XX. But if you bought in 2000 which I mentioned I think you made no"
X Link @dmuthuk 2025-10-06T02:58Z 563.9K followers, 97.9K engagements

"Show me how many companies in India has grown at XX% even for XX years. Rarity. More possible in small cap space. But inherently very risky"
X Link @dmuthuk 2025-10-08T02:18Z 563.9K followers, 18.9K engagements

""You dont need $XX million but cash in the bank will be the best friend youve ever had when stocks fall. If youre upset that your cash is earning a dismal interest rate right now youre doing it wrong. Cashs value isnt its ability to earn interest. Providing flexibility and options is how it earns its keep." - Charlie Munger"
X Link @dmuthuk 2025-10-08T02:13Z 563.9K followers, 38.8K engagements

"Seeing many tweets where yesterday's cryptocurrrency carnage wiped out many people's whose wealth were even in millions of dollars. Lot of them was heavily leveraged. Let us say you take XX times leverage. For $XXX margin you can take a position for $1000. A XX% correction would wipe out your entire margin money. You've no further money to provide as margin. You simply become bankrupt. These are the kinds of unexpected risks I always keep warning about. A person might have made millions of dollars. One risky bet with high leverage would completely destroy his long built wealth. No one had any"
X Link @dmuthuk 2025-10-11T11:47Z 563.9K followers, 78.8K engagements

"I'll give you another example. I'm not going to name the stock. This company is having phenomenally high growth rate in revenue and profits. It has provided humongous returns post covid. Based on information available in public domain there is nothing fraudulent about this company. It is highly rated by many institutions. The growth was so good that the PE went as high as XXX few years ago. The growth rate still continues to be good but PE has been drastically down to XX. I couldn't find anything negative about the company. I could see many positive views about the company from it's clients."
X Link @dmuthuk 2025-09-14T04:26Z 563.9K followers, 97.3K engagements

"Despite putting heavy pressure the nobel committee refused to give peace prize to Trump. It has been given today to a Venezuelan political activist Mario Coirna Machado. Yesterday Modi and Trump spoke over phone. Trump has published a long post today. Looks like again US and China have become very hostile to each other. On one side Trump is heavily supporting Pakistan. But now that relationship with China is heavily detoriationg he may go soft on trade issues with India. At best what I can do is explaining my understanding of what is happening today. With so many frequent twists and turns no"
X Link @dmuthuk 2025-10-10T16:58Z 563.9K followers, 181.1K engagements

"If you're a direct stock picker get heavily into details. Trumps next target is pharma more so Indian pharma. For example Dr Reddys have XX% of it's revenue exposed to US. Whereas for Mankind Pharma it is mere 3%. I'm not suggesting you to buy or sell any stock. This example is given to understand American dependency for a business. In general in current scenario it is better if a company is less dependent on America for it's survival and growth"
X Link @dmuthuk 2025-09-20T05:12Z 563.9K followers, 109.5K engagements

"Moneycontrol reports that Apple suppliers flock to Tamil Nadu as state emerges key hub for electronics manufacturing. Some excerpts: Foxconn one of Apple's key global suppliers already manufactures iPhones in Tamil Nadu which are exported to international markets primarily the United States. Tamil Nadu has emerged as a central hub for Apple's India manufacturing supply chain. In addition to Foxconn the state is home to major suppliers like Pegatron (now owned by Tata Electronics) Tata Electronics itself (which runs extensive iPhone and component facilities) and Jabil which is setting up a"
X Link @dmuthuk 2025-07-28T04:17Z 563.8K followers, 22.8K engagements

"A follower shared this article. Look at the parent companies revenue and their marketcap. Look at the revenue of subsidiaries and their marketcap. To justify current valuations earnings growth has to be substantially high. See the German multinational Schaeffler. For a revenue of Rs.189501 crores the marketcap is Rs.57461 crores. For it's Indian subsidiary with a revenue of mere Rs.8351 crores the marketcap is higher than parent at Rs.67007 crores. This is my personal view based on lot of reading. I can tell numerous foreign and Indian examples. Overvaluations can sustain even for a prolonged"
X Link @dmuthuk 2025-10-07T06:16Z 563.9K followers, 73.7K engagements

"Bira XX was one of the successful start-up stories of last decade. It is a popular craft beer brand. They were growing so well. Reality is strange than what you can imagine. A procedural goof up has lead to whole company being collapsing and the founder now being forced even to exit by company employees. As Bira was very successful it wanted to come up with IPO. So it did a small change. It changed the name from B9 beverages private limited to B9 beverages limited. Just removed the word private. All the hell then broke loose. All the states immediately banned the sale of Bira XX treating the"
X Link @dmuthuk 2025-10-10T03:12Z 563.9K followers, 812.8K engagements

"You know once ITC was my favourite stock. It was a good opportunity for me because the valuations became so cheap with a high dividend yield. ITC's earnings have grown at X% over last one decade. The stock price too has grown at X% over the same period. Earnings growth absolutely matters. In the period I bought investors were able to double their money in X years because valuations were abysmally low. Entry valuations and earnings growth decide your potential upside. Last X years earnings growth of ITC is 5%. Don't just look at price. Look at valuations earnings growth PEG return on equity"
X Link @dmuthuk 2025-10-02T02:10Z 563.9K followers, 140.4K engagements

""Many market bubbles were blown under the belief that something hasnorisk. Risk exists in every investment. The belief innorisk stems from widespread investor behavior thats extremely optimistic and risk-averse. Its a danger to watch out for. Risk is highest when the belief risk doesnt exist is widespread." -Howard Marks"
X Link @dmuthuk 2025-10-13T01:06Z 563.9K followers, 24.3K engagements

"Largest ever engineering jobs commitment for Tamil Nadu. Foxconn commits Rs. 15000 crores in investments and 14000 high value jobs. Engineers get ready Tamil Nadus investment promotion agency @Guidance_TN will be the "first in India" to have a dedicated Foxconn Desk. Yet another major boost for Tamil Nadus electronics and advanced manufacturing sector as Honourable Chief Minister met with Foxconns India Representative Mr. Robert Wu to reaffirm their deep trust in Tamil Nadu with substantial investment commitments. Foxconn will bring its next phase of value-added manufacturing R&D integration"
X Link @dmuthuk 2025-10-13T07:08Z 563.9K followers, 59K engagements

"From what I read I understand that China's latest move would globally cripple all the important industries like Semiconductors Electric Vehicles advanced defence and host of other critical businesses. The most popular F-35's of US cannot be manufactured any further because China is the sole supplier of Samarium ( which is essential for F-35s) in the world. Trump is panicking. More than XX% of worlds requirement of rare earth minerals comes only from China. In some key rare earth minerals like Samarium they are sole supplier in the world. India is settling it's major oil imports from Russia"
X Link @dmuthuk 2025-10-11T04:51Z 563.9K followers, 167.1K engagements

"Please note that direct stocks example I give are not applicable to equity funds. Most of the fund managers are sensitive to valuations. They do entry and exit based on valuations earnings growth and future prospects. Exposure is usually not high towards overvalued stocks. Not that fund managers don't make mistakes. But as a category they do give importance to valuations. What I say is applicable only for flexicap value and hybrid kind of funds. It is not applicable to sectoral and thematic funds. Irrespective of valuations they aways have to stick to particular theme or sector. These are"
X Link @dmuthuk 2025-10-07T07:27Z 563.8K followers, 15.6K engagements

"In handling shares the highest art is in selling rather than in buying. That is something that most of investors do not understand. They hold on too long. When they have a good thing they infer that it will always remain so and accordingly retain it until its value has departed or greatly deteriorated. Stocks require constant watching. - John Hume"
X Link @dmuthuk 2025-10-14T01:44Z 563.9K followers, 26.4K engagements

"For stocks: There is a time to buy There is a time to sell There is a time to hold All the three are must and equally important. No predetermined rules work in this craft of investing. Developing insights is the only way to go"
X Link @dmuthuk 2025-10-13T11:04Z 563.9K followers, 19.8K engagements

"In general more so in India people working in compliance and risk management are least appreciated. No one gets credit for a mishap or tragedy which did not happen due to their work. Even investors rate well only those who give high returns. The pitfalls prevented and losses avoided are rarely recognized. We all agree with the wisdom that prevention is better than cure. But the harsh reality is those who prevent goes unrecognized and those who cure gets huge credit"
X Link @dmuthuk 2025-10-11T15:12Z 563.9K followers, 25.9K engagements

"Trump kept on putting pressure on Norway for getting this year's Noble peace prize. The pressure was very explicit and persistent. Norway got ready to face any consequences as it looked like Nobel committee wasn't interested in choosing Trump. The Nobel committee chose a Venezuelan activist yesterday. Failure is the best teacher. In investing too I always believe new stock pickers should go through losses when capital is small. Immediate success many times lead to hubris. Norway China Russia and others are making clear Trump being US President means nothing to them. Atleast China and Russia"
X Link @dmuthuk 2025-10-11T10:29Z 563.9K followers, 53.7K engagements

"China+ X : Tamil Nadu leads. Tamil Nadu will soon be among the top footwear manufacturing cluster in the world. Investments in pipeline : Hong Fu - Rs.1000 crores (20000 Jobs) Pou Chen - Rs.2302 crores (20000 Jobs) Freetrend - Rs.1000 crores (15000 Jobs) JR One -Rs.5000 crores (50000 Jobs) Feng Tay - Rs.1000 Crs (10000 Jobs) Total of around XXX lakh jobs from from above X factories alone. All these firms will be making shoes for brands like Nike Adidas Puma Crocs Prada etc Factories coming up in largely backward areas like Perambalur Ariyalur Tindivanam & even Ranipet. Development and"
X Link @dmuthuk 2024-10-11T14:25Z 563.9K followers, 51.9K engagements

"Inviting Afghanistan was a very wise move by India. Though it may sound crude diplomacy should be based on pragmatism and not moral science classes. We are keeping a check on Pakistan now as it feels empowered by US support. China has started providing us critical machineries for making iPhone important raw materials and so on. Trump is mellowing down to India as he fears China. Russia is helping us with cheap oil. Our self interest and developing our self reliance is most important for us. So it makes strategic and commercial sense not to belong to any camp. We will have good relationship"
X Link @dmuthuk 2025-10-11T05:08Z 563.9K followers, 90.5K engagements

"Look at this. These are some of the best companies in India. Nothing wrong with them. Valuations and earnings growth ultimately matters. At right valuations backed by earnings growth even these companies can again become a good buy. The number one FMCG company in India is Hindustan Unilever. Due to high valuations and poor earnings growth the stock almost gave zero returns between 2000 to 2010 the first decade of this century. This is when a huge bull market happened in India 2004 to 2007. Someone who bought HUL in 2000 would have given up after seeing no returns for many years. From 2011 to"
X Link @dmuthuk 2025-10-02T09:56Z 563.9K followers, 250.9K engagements

"One trait unique to Asian countries like India and China based on thousands of years of culture is people don't mind going through pain and suffering for a larger cause. America has a short history of culture and people are very pampered. They will over throw their government if made to go through pain and suffering. We don't understand how big strategic advantage this is for countries like us and why inability to accept pain and suffering is a major strategic disadvantage for countries like US"
X Link @dmuthuk 2025-10-11T05:29Z 563.9K followers, 53.1K engagements

"How long is long term Many would agree with XX years. @SumitResearch has posted that following stocks including some popular names gave zero returns in the past XX years. Entry and exits are important. Valuations is important. Earnings growth is important. Sector and company specific headwinds and tailwinds are important. Invest through equity funds. Direct stock picking is not for alll. Fund managers in India have been doing a decent job for the last few decades. Here are some of the stocks which have given no returns during the last XX years: 1) PNB: -X% 2) Gujarat Pipavav: -XXXX% 3)"
X Link @dmuthuk 2025-10-13T10:09Z 563.9K followers, 53.1K engagements

"When will you ever understand that seller of a financial product has his self interest foremost in his mind and not that of yours. This is true for most sellers. Weaving a convincing story or stroking up the greed in you is not difficult. Unless you understand that there is no easy money try to give importance to risk management and see through the incentives of the seller - you'll not become rich but only making others rich"
X Link @dmuthuk 2025-10-01T02:06Z 563.9K followers, 20.5K engagements

"These are not even annualised returns. But X years absolute returns from some quality names. For example X years ago if you've invested Rs.100 in TCS it is now worth just XX paisa more. 1) TCS: XXXX% 2) Infosys: +2.50% 3) HUL: -XXXX% 4) Kotak Mah Bank: +3.50% 5) Bajaj Finserv: +7% 6) Titan +8% 7) Avenue Supermart: +2% 8) Wipro: +7.50% 9) Asian Paints: -XXXXX% 10) Nestle: +8% 11) LTIM: +5% 12) Pidilite: +3% 13) Ambuja Cem: +4.50% 14) Havells: +6% 15) Dabur: -X% Entry valuations matters. Earnings growth matters. A good company need not be a good buy. Even a mediocre company can be a good buy."
X Link @dmuthuk 2025-09-25T11:28Z 563.9K followers, 226.3K engagements

"Many disputed XXX PEG for India. Have asked calculations from Sumit too. Usually his data is very accurate. I personally checked Nifty data for last one year. At trailing XX months earnings of Rs.1134 with Nifty closing today at 24836 the PE works out to XX. The earnings grew by just X% during last one year. PEG is nothing but PE divided by earnings growth rate. So XX X is XXX A PEG of XXX though lesser than XXX is still very high. The problem is not with PE. XX PE is not too high. But earnings growth of X% is abysmally low. Many anticipate this year earnings growth to be XX% If Nifty remains"
X Link @dmuthuk 2025-10-01T13:58Z 563.9K followers, 49.5K engagements

"There was a brief period I was bullish about Dabur. It's a great FMCG company with unique diversification in ayurveda too. It's capturing toothpaste market share from Colgate is a story of legends. But these are narratives. Looking at number the sales and earnings have grown at X% during last XX years. So stock price too has grown at X% during the same period. Narratives don't matter in long run. What matters is valuations and earnings growth. I currently own XX stocks as a part of my XX% asset allocation in direct stocks. In general no stock is more than X% of my financial assets at the time"
X Link @dmuthuk 2025-10-02T02:25Z 563.9K followers, 44.3K engagements

"Not to belittle my own country men but to highlight reality. Travel in any international flight and see how we behave as a group when compared to people from other countries. Go to any tourist destination. Even to an elite place like Alps. See how we behave as a crowd. Bullet trains and every public place in Japan people talk very softly either in person or over phone. Even if you stand close to them they'll be barely audible. And how loudly we talk and shout both in person and over phone not respecting the sensitivity of the local culture. The unfortunate reality is our civic sense and crowd"
X Link @dmuthuk 2025-09-30T15:21Z 563.9K followers, 235.8K engagements

"Another electronics maker is coming to Chennai. This time it is from Japan Murata Manufacturing. Who is Murata Quoting from Business Standard: Muratas components are found in almost all electronics from Apple Inc. and Samsung Electronics Co. smartphones to Nvidia Corp. servers and Sony Group Corp. game consoles. The company has also helped put a NASA helicopter on Mars"
X Link @dmuthuk 2025-02-19T03:59Z 563.8K followers, 23.5K engagements

""So if you are a long-term investor interested in finding bargains my advice to you is to go where it is darkest where micro and macro uncertainty swirl around every input and where every estimate seems like a stab in the dark. I will not claim that this is easy or comes naturally to anyone but I have a few coping mechanisms that work for me." - Aswath Damodaran"
X Link @dmuthuk 2025-10-16T01:40Z 563.9K followers, 27.4K engagements

"Interesting data sharing by @SumitResearch. Indian IT companies which are heavily reliant on US as a percentage of their revenue: X. Sagility XXX% 2.Birlasoft XX% 3.Mphasis XX% 4.Persistent XX% 5.LTIMindtree XX% 6.Zensar Tech XX% 7.HCL Tech XX% 8.FSL XX% 9.Wipro XX% 10.Infosys XX% 11.L&T Tech XX% XX. Tech Mahindra XX% 13.TCS XX% 14.Coforge 50%"
X Link @dmuthuk 2025-09-20T07:10Z 563.9K followers, 398.6K engagements

""So my favorite example 1982 the bull market begins and ends in 2000. We start with a PE of around X on the S&P and end with a PE of around XX. And that period of time was marked by the increased willingness of investors to pay more and more for that same dollar of earnings. And XX% of that gain from XX to 2000 wasnt earnings improvement; it was multiple expansion. Now look at the flip side of that. The market kind of peaked XX years after the end of World War II in 1966. The Dow kissed a thousand didnt get over a thousand on a permanent basis until 1982. And the whole time the earnings"
X Link @dmuthuk 2025-10-09T02:39Z 563.9K followers, 45.5K engagements

"I went for a routine blood test to a popular lab early this morning. By now you would have known how much I research and read on wealth inequality and poverty. I've been doing this for nearly X decades now. I almost ask and know income and wealth of everyone I come across. And most people open up too. This is not out of any inquisitiveness to know private details of people but to anecdotally understand the subject I'm interested in. The senior lab technician with XX years of experience with both good professional and communication skills earn Rs 20000 a month as salary. Her husband is working"
X Link @dmuthuk 2025-08-21T03:33Z 563.9K followers, 165.4K engagements

""And I think we need to redefine investing. Investing is about preserving and growing wealth which means if youre a doctor go back and do your job earn your income. Thats going to be at the heart of your investing. If youre spending most of your time as a doctor looking through the stock pages trying to pick stocks your wealth is not growing. Your investing can be great but it doesnt pay off. So I think that its much more common than we accept. Theyre traders. Theyre not investors. They want to trade their way to riches and they look at success stories. This is selection bias. Youve got"
X Link @dmuthuk 2025-10-15T01:57Z 563.9K followers, 21.4K engagements

""There is no one size fits all approach. I tend to think of it as the speedometer in a car that goes from zero to one hundred. Zero is no risk full defense: You put all your money in cash or in T-Bills. One hundred is complete risk straight offense: Youre fully invested in aggressive securities maybe with leverage. Every person should figure out what their normal position on that speedometer should look like. This decision depends on your age income assets aspirations dependence outlook for future income and intestinal strength etc. How will you feel to live with big markdowns People should"
X Link @dmuthuk 2025-10-03T02:10Z 563.9K followers, 21.7K engagements

"Any investment strategy that is based upon buying well-run good companies and expecting the growth in earnings in these companies to carry prices higher is dangerous since it ignores the possibility that the current price of the company already reflects the quality of the management and the firm. If the current price is right (and the market is paying a premium for quality) the biggest danger is that the firm loses its luster over time and that the premium paid will dissipate. If the market is exaggerating the value of the firm this strategy can lead to poor returns even if the firm delivers"
X Link @dmuthuk 2025-10-13T06:39Z 563.9K followers, 17K engagements

"I don't foresee value of gold going away. The same cannot be said about diamonds. Lab grown diamonds are as good as natural diamonds. Ten to fifteen years ago fashion jewelleries were looked down. What started with Caratlane has spread now like a wild fire creating new successful companies like Giva PNGS Gargi Fashion Jewellery (promoted by P.N.Gadgil Jewelleries a company founded in 1832). Yes. You read it right. Existing for last XXX years. Traditional jewelleries cannot be worn everyday to offices colleges and so on. No one would have imagined fashion jewelleries would become such main"
X Link @dmuthuk 2025-10-10T02:29Z 563.9K followers, 39.6K engagements

"Trump made some soft statement about China last evening. Cryptocurrrencies are recovering. Those who have lost their wealth completely destroyed on Friday receive no solace from this. To participate in recovery you should survive. To survive you should never borrow and invest. MFT (Margin Trading Facility) where at a small investment brokerages allows you to take disproportionate position is growing thick and fast in India for last X years. Combining leverage (borrowing) with investing never ends well"
X Link @dmuthuk 2025-10-13T03:40Z 563.9K followers, 50.5K engagements

"If you observe till few weeks ago almost every other day Peter Navarro Advisor to Trump and US commerce secretary Howard Lutnick used to bad mouth and threaten India. US strategy in dealing with China and Russia is a complete failure. Even America is not able to stop imports from these countries. Europe has refused to listen to Trumps request of them stopping imports from these X countries. India is always close to Russia. It had started engaging with China too. To keep Pakistan under check India has developed special ties with Afghanistan. Afghanistan and Pakistan are always sworn enemies."
X Link @dmuthuk 2025-10-11T09:37Z 563.9K followers, 85K engagements

"Lot of people who are bullish on gold and silver responded to me why it is different this time. That gold and silver have long way to go before peaking out. May be or may be not. I don't know. They can be correct too. But as a policy I don't want to chase any asset class or stocks which are in huge upward cycle and everyone is so bullish about it. There are situations in life either you've to miss opportunities or may even endup losing capital. I don't mind losing opportunities. I've no fear of missing out (FOMO). As far as possible I want to focus on limiting downside"
X Link @dmuthuk 2025-10-02T01:56Z 563.9K followers, 59.7K engagements