# ![@abhymurarka Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::90617218.png) @abhymurarka Abhishek Murarka 💹🐂

Abhishek Murarka 💹🐂 posts on X about india, stocks, if you, ai the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::90617218/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::90617218/c:line/m:interactions.svg)

- [--] Week [-------] -70%
- [--] Month [---------] +176%
- [--] Months [---------] -29%
- [--] Year [---------] -73%

### Mentions: [--] [#](/creator/twitter::90617218/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::90617218/c:line/m:posts_active.svg)

- [--] Week [--] -33%
- [--] Month [---] +94%
- [--] Months [---] -16%
- [--] Year [---] -38%

### Followers: [-------] [#](/creator/twitter::90617218/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::90617218/c:line/m:followers.svg)

- [--] Week [-------] +0.13%
- [--] Month [-------] +1.40%
- [--] Months [-------] +3.50%
- [--] Year [-------] +7.30%

### CreatorRank: [-------] [#](/creator/twitter::90617218/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::90617218/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  42.66% [countries](/list/countries)  18.88% [stocks](/list/stocks)  4.9% [technology brands](/list/technology-brands)  4.2% [social networks](/list/social-networks)  2.8% [currencies](/list/currencies)  0.7% [financial services](/list/financial-services)  0.7% [automotive brands](/list/automotive-brands)  0.7% [travel destinations](/list/travel-destinations)  0.7%

**Social topic influence**
[india](/topic/india) 14.69%, [stocks](/topic/stocks) 4.9%, [if you](/topic/if-you) 4.2%, [ai](/topic/ai) 3.5%, [investment](/topic/investment) 3.5%, [tariffs](/topic/tariffs) 3.5%, [china](/topic/china) 2.8%, [cash flow](/topic/cash-flow) 2.8%, [market cap](/topic/market-cap) 2.8%, [bullish](/topic/bullish) 2.1%

**Top accounts mentioned or mentioned by**
[@chiragg30107966](/creator/undefined) [@grok](/creator/undefined) [@nishithshah1](/creator/undefined) [@pitchtopolitics](/creator/undefined) [@b50](/creator/undefined) [@ionicwealth](/creator/undefined) [@pratykumar](/creator/undefined) [@sarvamai](/creator/undefined) [@ajayrotti](/creator/undefined) [@rachitarora26](/creator/undefined) [@mybmc](/creator/undefined) [@iamvineetjain](/creator/undefined) [@dattaarvind](/creator/undefined) [@indiantechguide](/creator/undefined) [@sankhadipc](/creator/undefined) [@harshmadhusudan](/creator/undefined) [@contrarianeps](/creator/undefined) [@regewolf](/creator/undefined) [@obhaina](/creator/undefined) [@yochande](/creator/undefined)

**Top assets mentioned**
[BlackRock Inc (BLK)](/topic/blackrock) [IBM (IBM)](/topic/ibm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Non-fiction is overhyped. I am getting back to the good old fiction reading days"  
[X Link](https://x.com/abhymurarka/status/2021947149223866523)  2026-02-12T13:59Z 104.4K followers, [----] engagements


"Issues in Bangladesh doesn't mean Textile stocks become a blind buy. Bangladesh is a key export market for yarn and cotton and issues there mean issues locally for Indian exporters. Management of Vardhaman Textile explains in Q1 earnings call:"  
[X Link](https://x.com/abhymurarka/status/1820487638681620615)  2024-08-05T15:50Z 104.4K followers, 33.1K engagements


"While India's R&D spend is nothing to talk about (0.7% of GDP vs 3-5% for credible manufacturing peers) what is sad is that even within this small number private contribution is sub 45% in India vs 75-80% in the West (our govt. bodies DRDO ISRO remain the best R&D beacons). Hence I am building my thesis on the few strong innovation minded companies who have been spending well on R&D and Technology transfers when it wasn't cool letting go of margins and short term cash flows for investing in building future capabilities. India wants to be a $10 trillion economy. But our biggest companies are"  
[X Link](https://x.com/abhymurarka/status/2004575791171191163)  2025-12-26T15:31Z 104.3K followers, 22K engagements


"I strongly urge all serious readers of my tweets to bookmark and read this article in full. This can change your life"  
[X Link](https://x.com/abhymurarka/status/2012562823163920497)  2026-01-17T16:29Z 104.3K followers, 152.9K engagements


"Investing is more than a quarter of growth. A good explainer by Anish Tawakley Co-CIO Equity at ICICI Prudential Mutual Fund on understanding the bull and bear case of a stock. Source: Navigate podcast with @b50 (Ep. [--] - Link in comments)"  
[X Link](https://x.com/abhymurarka/status/2012588775583658420)  2026-01-17T18:12Z 104.3K followers, [----] engagements


"ICICI Prudential AMC is resuming subscription for their Smallcap Fund after a gap of almost [--] years. When Naren had cautioned about Smallcap euphoria and risks borne by retail it made big headlines. Now they are resuming the Fund and hardly any talks. I think this gives cues on revival of liquidity for Smallcaps. But be selective and own quality businesses not fancy stories. https://twitter.com/i/web/status/2014176646304248201 https://twitter.com/i/web/status/2014176646304248201"  
[X Link](https://x.com/abhymurarka/status/2014176646304248201)  2026-01-22T03:21Z 104.3K followers, 26.6K engagements


"If you are feeling gloomy and bearish about Indian economy go listen to the earnings call of Ultratech Cements that came yesterday. Volume growth of 15% yoy (vs Nominal GDP growth of 8-9%) expanding margins indicate demand led Capex. Reiterates my stance of [----] as Capex over Consumption year. PS: Ultratech is a part of my Catalyst Smallcase hence biased. https://twitter.com/i/web/status/2015264320977027506 https://twitter.com/i/web/status/2015264320977027506"  
[X Link](https://x.com/abhymurarka/status/2015264320977027506)  2026-01-25T03:23Z 104.3K followers, 73.2K engagements


"Instead of debating whether AI is a bubble or the future of AI you can better use that time in learning prompt engineering automating things or even better building a tool you can monetize. Do it till AI models are free or cheaply available"  
[X Link](https://x.com/abhymurarka/status/2015459656379109447)  2026-01-25T16:20Z 104.3K followers, [----] engagements


"The smallcap investor time is coming back. Gotta be selective though. Check the moves across Communications (Telecom and 5G) pack today Many rockets"  
[X Link](https://x.com/abhymurarka/status/2016425720994759026)  2026-01-28T08:18Z 104.3K followers, 21.8K engagements


"As much as I respect Neil for the great work he has done in Personal Finance and money space I have a strong feeling the "timing" of this post will not age well. India will outperform - maybe not immediately but definitely over the next [--] year block. India has been left out of the EM rally. Many 'gurus' write off China Brazil Mexico etc. EM = India in their eyes. This deprives Indian investors of meaningful returns when India underperforms. Don't lose out Subscribe to https://t.co/qHUkXktxxy magazine. https://t.co/dtG9St0Bgk India has been left out of the EM rally. Many 'gurus' write off"  
[X Link](https://x.com/abhymurarka/status/2016793990243479850)  2026-01-29T08:42Z 104.3K followers, [----] engagements


"An interesting video on Corning (largest in Gorilla Glass and Fiber Optics) has an even more interesting insights - Fiber optics can replace the use of Copper in AI Data Centers. Reasons: - Power usage is 520x lower than copper - Signal loss is dramatically lower over distance - Data is transmitted via photons not electrons - Heat generation is far lower which is critical in power-constrained AI facilities Link to watch: https://www.youtube.com/watchv=Y3KLbc5DlRs https://www.youtube.com/watchv=Y3KLbc5DlRs"  
[X Link](https://x.com/abhymurarka/status/2016823427408286056)  2026-01-29T10:39Z 104.3K followers, 70.3K engagements


"I will make this tweet clearer - do read if you are bullish and heavy on Copper play. An interesting video on Corning (largest in Gorilla Glass and Fiber Optics) has an even more interesting insights - Fiber optics can replace the use of Copper in AI Data Centers. Reasons: - Power usage is 520x lower than copper - Signal loss is dramatically lower over distance An interesting video on Corning (largest in Gorilla Glass and Fiber Optics) has an even more interesting insights - Fiber optics can replace the use of Copper in AI Data Centers. Reasons: - Power usage is 520x lower than copper -"  
[X Link](https://x.com/abhymurarka/status/2016897210366247162)  2026-01-29T15:32Z 104.3K followers, 16.1K engagements


"In my "Defence" I tweeted I am not bullish "PSU Banks""  
[X Link](https://x.com/abhymurarka/status/2017889641169584570)  2026-02-01T09:15Z 104.3K followers, 51.3K engagements


"PSU Banks are falling (PSU Bank index down 6%). Private Banks are doing fine (down 1.3%). Reasons for PSU Bank weakness: Key reason: Central Government will borrow INR [----] Trillion from the market in FY 2026-27. This figure is higher than estimated at INR [----] Trillion. This higher borrowing by INR [--] Tn will result in spike in bond yields which in-turn is negative for PSU Banks thereby triggering today's sell-off. The higher yield will lead to treasury losses in the MTM portfolio of PSU lenders. Source: CNBC Ionic Wealth view: Core operating income growth of PSU Bank was weak in Q3 with"  
[X Link](https://x.com/abhymurarka/status/2017902167655637022)  2026-02-01T10:05Z 104.4K followers, 44.7K engagements


"PS: I will not be buying Gold and Silver in a rush on this dip. The tweet was for the perspective and not necessarily pn buying precious metals on this dip. My view stays - Indian Equities will outperform almost all asset classes next [--] years - but you need to know what you are investing into. Be in good businesses - growth opportunity and feasibility + cash flow generation for reinvestment and run by capable and trustworthy management. That's all you need. A note worth its weight in Gold (and silver). Manu is the best Financial writer on Indian Fintwit in my view. And good writing often"  
[X Link](https://x.com/abhymurarka/status/2018200819699748960)  2026-02-02T05:52Z 104.3K followers, 13.1K engagements


"Keep an eye on this - early equity market signals will come from here"  
[X Link](https://x.com/abhymurarka/status/2018356632166797537)  2026-02-02T16:11Z 104.3K followers, 19.8K engagements


"RT if you excited after a long time"  
[X Link](https://x.com/abhymurarka/status/2018375846604755031)  2026-02-02T17:27Z 104.3K followers, 43.3K engagements


"July 25: IndiaUK Dec 25: IndiaOman Dec 25: IndiaNew Zealand FTA Jan 26: IndiaEU FTA ___ Feb 26: India-US To the mind that is still the whole universe surrenders. Lao Tzu To the mind that is still the whole universe surrenders. Lao Tzu"  
[X Link](https://x.com/abhymurarka/status/2018397325069312376)  2026-02-02T18:53Z 104.4K followers, 22.2K engagements


"The fear that India might open some form of access to Dairy to the US was bearing down on Hatsun Agro stock. Now with final terms indicating dairy is untouched I expect the stock to decompress - my notes below: Disc: Biased and invested. Got my family to switch from Amul/ Govardhan to Arokya - [--] years of trust now in Mumbai. Arokya by Hatsun is now expanding in Maharashtra. PS: Invested in Hatsun and hence a free marketer for the brand (after my quality checks). https://t.co/opF7FnYYJM Got my family to switch from Amul/ Govardhan to Arokya - [--] years of trust now in Mumbai. Arokya by Hatsun"  
[X Link](https://x.com/abhymurarka/status/2020022894122922143)  2026-02-07T06:32Z 104.4K followers, 15K engagements


"It's Day [--] Mumma left us on Feb 5th [--] am. It was sudden. She was happy and jovial just few hours earlier. She was simple. She was kind. She loved without conditions or limits. She didn't have to go so early. But now we can only remember her act normal and pray for her shanti"  
[X Link](https://x.com/abhymurarka/status/2020091600693874869)  2026-02-07T11:05Z 104.3K followers, 29.4K engagements


"I have always loved this rendition of Khel Mandala by Thaikuddam Bridge - popular Marathi song sung by a Malayali band. The song has a deep meaning which I am sharing in comment. https://www.youtube.com/watchv=p3bvzKQsmm0&list=RDp3bvzKQsmm0&start_radio=1 https://www.youtube.com/watchv=p3bvzKQsmm0&list=RDp3bvzKQsmm0&start_radio=1"  
[X Link](https://x.com/abhymurarka/status/2020186924036833406)  2026-02-07T17:24Z 104.3K followers, [---] engagements


"I want to talk about Khel Mandala by Thaikuddam Bridge Khel Mandala (meaning) life is a play and the stage is already set. The wheels of time are in motion and you must play your part whether you are ready or not. Loss love confusion and suffering are unavoidable and no one is spared by fate. The song does not ask the almighy for reversals or explanations; it asks only for strength. Strength to accept what cannot be changed to carry grief without bitterness and to continue living with dignity within the role life has given you."  
[X Link](https://x.com/abhymurarka/status/2020190292880814483)  2026-02-07T17:37Z 104.3K followers, [----] engagements


"@ChiragG30107966 Working capital issues would reduce once the mix of annuity/ long term contracts improve. And there are signs towards the same by inferring from recent earning calls"  
[X Link](https://x.com/abhymurarka/status/2020841383188422914)  2026-02-09T12:45Z 104.4K followers, [----] engagements


"By "DII flows topping out" I mean rate of growth of DII flows via SIPs to slow down which is evident in early signals"  
[X Link](https://x.com/abhymurarka/status/2021059800726110396)  2026-02-10T03:13Z 104.4K followers, [----] engagements


"Revenue up 25% yoy. PAT up 16% yoy. You might think this is decent result but stock tanks 6% the next day and 14% over the next week. You wonder why Here's the reason - Working capital and the end of easy money. In 2021-2024 many companies reported great revenue and profit growth but beneath the surface Working Capital (esp. receivables sometimes inventory) was ballooning. But's who's watching - stock would rally. For companies capital was abuntant equity market was too kind - IPO QIP FPO - fancy theme fancier valuations. So companies could raise easy money and fund Working capital. Some may"  
[X Link](https://x.com/abhymurarka/status/2021935474701742191)  2026-02-12T13:12Z 104.4K followers, [---] engagements


"🚨 Jio Financial Services has formed a 50:50 JV with Blackrock the world's largest asset management company. You thought Jio Financial was to distupt Bajaj Finance. It is instead going for India's AMC industry"  
[X Link](https://x.com/anyuser/status/1684224651436912640)  2023-07-26T15:30Z 104.4K followers, 275K engagements


"Dr Devi Shettys Narayana Hrudayalaya floats a health insurance plan 'Aditi' Rs [-----] annual premium for a family of [--] and coverage of Rs [--] crore. Insurer gets the treatment at any NH Hospital in India. Here's a quick summary made with Perplexity. RT for awareness"  
[X Link](https://x.com/anyuser/status/1808108191697211659)  2024-07-02T11:59Z 104.4K followers, 379.3K engagements


"Immediate results reaction aside looking back post Q3 results: ICICI Bank is above result day price (results called "ugly"). HDFC Bank is below result day price (results called "good/ great"). If someone calls ICICI Bank results "ugly" pretty sure they don't understand Banking. Not v. good results but there are many positives: * NIMs at 4.30% stable QoQ up by 5bps YoY - to remain rangebound in next few qtrs * Good Advances growth of 4.1% QoQ (+11.5% YoY) * Decent If someone calls ICICI Bank results "ugly" pretty sure they don't understand Banking. Not v. good results but there are many"  
[X Link](https://x.com/abhymurarka/status/2022021966987985386)  2026-02-12T18:56Z 104.4K followers, [----] engagements


"Post something about a sector or a business that you understand well but you think most do not know or understand properly. Will retweet the good ones"  
[X Link](https://x.com/abhymurarka/status/2015104716733284656)  2026-01-24T16:49Z 104.4K followers, 16.3K engagements


"The mega Indian Aerospace opportunity can be summarised in this slide - From 'China Plus One' to 'Anyone but China'. Base resource: SOIC's latest video with Sagar Arya on Aerospace. https://youtu.be/YsMadW-b3aw https://youtu.be/YsMadW-b3aw"  
[X Link](https://x.com/abhymurarka/status/2019022734437781765)  2026-02-04T12:18Z 104.4K followers, 10.6K engagements


"The next UPI moment has got new springs under its feet with the launch of Bulbul V3 - sounds authentically Indian. Best wishes @pratykumar and team @SarvamAI Drop 5/14: Introducing Bulbul V3 our latest text-to-speech model. It raises the bar for how human it sounds while being super robust. In an independent third-party human listening study Bulbul V3 delivers the highest listener preference and low error rates across use-cases https://t.co/w7HThWzuKe Drop 5/14: Introducing Bulbul V3 our latest text-to-speech model. It raises the bar for how human it sounds while being super robust. In an"  
[X Link](https://x.com/abhymurarka/status/2020055544984420774)  2026-02-07T08:42Z 104.4K followers, 26.7K engagements


"@ChiragG30107966 The new CBO (Sameer Batra) is a good hire who has spent [--] years in enterprise growth strategy at IBM and [--] years at Tech Mahindra. If this is any indicatkr clearly there are bigger plans ahead"  
[X Link](https://x.com/abhymurarka/status/2020842756353228982)  2026-02-09T12:50Z 104.4K followers, 15.2K engagements


"The big debate - is IT and SaaS dead with the advent of AI and vide coded software I think the real answer is - "It depends""  
[X Link](https://x.com/abhymurarka/status/2021020922275299362)  2026-02-10T00:38Z 104.4K followers, [----] engagements


"Attended a stellar panel discussion yesterday around Union Budget and India-US trade deal deep dive where I posed a question to @ajayrotti a key voice on taxation and policy I follow here. I asked for his views on the recent STT hike and whether the Union Budget [----] did enough for Capital markets and revive the FII flows amid potential DII topping out. Ajay provided a balanced perspective which I thought I would share here for broader dissemination. [--]. FII flows matter and the Fin Min knows it. While immediate X reactions (even market reaction on Feb 1st) over the STT hike was negative (STT"  
[X Link](https://x.com/abhymurarka/status/2021059090559246702)  2026-02-10T03:10Z 104.4K followers, [----] engagements


"This is Sajjanlal Senapati (name changed) originally from Jaunpur UP. He saw my tonsured head and engaged in a conversation. Started with questions around his son's education (hum anpad reh gaye bachho ko CA aur engineer bana rahe hai). He saw I was open to engaging with him and soon moved to a more intense topic closer to his heart - likhunga to vivaad ho jayega 😅😬 Quite a passionate story teller I say. https://twitter.com/i/web/status/2021250491385250160 https://twitter.com/i/web/status/2021250491385250160"  
[X Link](https://x.com/abhymurarka/status/2021250491385250160)  2026-02-10T15:50Z 104.4K followers, 17.8K engagements


"I empathize BUT Never bet against India"  
[X Link](https://x.com/abhymurarka/status/2021400416467161318)  2026-02-11T01:46Z 104.4K followers, [----] engagements


"@Rachit_Arora26 Both points are scientifically proven. But not cool for Twitter deleted"  
[X Link](https://x.com/abhymurarka/status/2021760778085482778)  2026-02-12T01:38Z 104.4K followers, [--] engagements


"Everyone wants cleaner cities. Easy to blame lack of "civic sense" in people but what about lack of basic cleanliness planning Walked [---] metres with a disposable looking for a disposal bin only to find this. How do the authority expect us to use this @mybmc"  
[X Link](https://x.com/abhymurarka/status/2022240459524055384)  2026-02-13T09:24Z 104.4K followers, [----] engagements


"ROE of key IT Services companies Infosys: 29% Wipro: 20% HCL Tech: 22% Tech Mahindra: 21% Cognizant: 19% . TCS: 43% Do you know the reason"  
[X Link](https://x.com/abhymurarka/status/1613600472472113153)  2023-01-12T18:15Z 104.4K followers, 377.1K engagements


"The Knowledge worker of tomorrow will need these skills: - Curiosity to know: Rest all knowledge is available at one click. - Right filters to curate: Inundation of information. - First principles to understand: To know what to not know. - Empathy to execute"  
[X Link](https://x.com/anyuser/status/2013470833356796094)  2026-01-20T04:37Z 104.4K followers, 21.3K engagements


"Here's Paras who sold his bootstrapped co. Wingify for $200 Mn last year. Even he is spending half his time in serious levelling up - optimising with AI (Claude Code). If you aren't - what's your excuse Quite sure that AI illiteracy will cause more job losses than AI itself"  
[X Link](https://x.com/abhymurarka/status/2020865563312939299)  2026-02-09T14:21Z 104.4K followers, 32K engagements


"If you want to understand India walk around early morning outside your building with a silent mind and observe. - The small help chopping onions at the kachodi sabzi point. - The kiranawala lighting agarbatti (incense sticks) at the feet of a picture of Krishna at his store. - The tea vendor heating his stove at the corner store. - The construction worker placing the first brick of the day. Real India is honest and hard-working they work longer hours than us they have good intent. Just in need of more opportunity and some support"  
[X Link](https://x.com/abhymurarka/status/2021404353635225774)  2026-02-11T02:02Z 104.4K followers, 76.6K engagements


"If you are in search of a compassionate world read fiction. If you are in search of knowledge read non-fiction. If you are in search of greatness read biographies. But read"  
[X Link](https://x.com/abhymurarka/status/2022518776676389240)  2026-02-14T03:50Z 104.4K followers, [----] engagements


"New sector in my radar - Dairy. - Huge mega trend towards Protein in youth and dairy is a key source for vegetarians. - Companies expanding into Value added products like ghee yoghurt. - Trigger - Early onset of monsoon to lower procurement price of milk margins to improve. - Sector coming out of [--] year underperformance"  
[X Link](https://x.com/abhymurarka/status/1926875881680613886)  2025-05-26T05:39Z 99.4K followers, 87.5K engagements


"@iamvineet_jain Fair point buddy Hatsun Agro has good brands and products very popular in south and now expanding in Orissa and couple of non south states Their brands are Arun (ice creams) Hatsun (Dahi yoghurt) Arokya Gomatha Ibaco. Study them - don't doubt their governance as well"  
[X Link](https://x.com/abhymurarka/status/1926891549654155626)  2025-05-26T06:42Z 99.3K followers, [----] engagements


"Grok after [--] months of abuse by Indian junta on every damn thing"  
[X Link](https://x.com/abhymurarka/status/1926959595110502816)  2025-05-26T11:12Z 99.3K followers, [----] engagements


"The future of Viksit Bharat cannot happen unless reservations are completely slashed or killed by 90% across categories. Class [--] results are out today Many students will learn about #Reservation for first time in their lives. Despite high scores theyll be denied good colleges just for being born General Category. My message to them: DON'T LOSE HOPE Were fighting & we will win one day Class [--] results are out today Many students will learn about #Reservation for first time in their lives. Despite high scores theyll be denied good colleges just for being born General Category. My message to"  
[X Link](https://x.com/abhymurarka/status/1927039769436999911)  2025-05-26T16:30Z 99.3K followers, 11.6K engagements


"Musing after a busy day - atleast I had a better day than President Macron"  
[X Link](https://x.com/abhymurarka/status/1927059547497078996)  2025-05-26T17:49Z 99.3K followers, [----] engagements


"All of CPI basket components have softened except for Personal Care which is at 13% for last [--] months. If companies here deliver 7% volume growth they can do 20% revenue growth. Personal care comprises Soap Shampoo Toothpaste Shaving products Cosmetics and Beauty"  
[X Link](https://x.com/abhymurarka/status/1927063690248847591)  2025-05-26T18:06Z 99.4K followers, [----] engagements


"Why are many good companies waiting till last [--] days of the window to declare results"  
[X Link](https://x.com/abhymurarka/status/1927215092765978770)  2025-05-27T04:07Z 99.3K followers, 14.7K engagements


"This easy visual (made with a lot of effort) is super powerful. Can see how the Balance sheet is changing how OCF is moving any quarterly earnings breakouts (revenue/ margin uptick) compare with peers check if it is already price in (past returns/ current valuation). My personalised stock dashboard incorporating all Q4 and FY [----] results. This helps me get a good bird's eye view of any stock across my focus metrics by changing company code (Cell C2). The dashboard is linked to a custom Techno Funda file. Sample for GRSE (no buy sell/ view) https://t.co/z2ctccjoaZ My personalised stock"  
[X Link](https://x.com/abhymurarka/status/1927222884306399490)  2025-05-27T04:38Z 100.3K followers, 12.1K engagements


"Question for folks who track Banks: Which large Private Bank has best lending understanding of Indian economy In other words whose loan book segment growth indicates ground reality well"  
[X Link](https://x.com/abhymurarka/status/1927657186785886524)  2025-05-28T09:24Z 99.5K followers, 26K engagements


"No vote for HDFC Bank Used to be the golden benchmark for Indian economy"  
[X Link](https://x.com/abhymurarka/status/1927666771882107255)  2025-05-28T10:02Z 99.3K followers, [----] engagements


"Question for Balu Forge bulls: "Announced" ongoing capex is Rs [---] crore. But operating cash flow generation in [--] years is [---] cr. Hasn't raised debt hasn't raised equity capital. So how is this Capex getting funded PS: [--] year EBITDA to CFO conversion is 0.22"  
[X Link](https://x.com/abhymurarka/status/1927724103328227574)  2025-05-28T13:50Z 100.3K followers, 36.4K engagements


"Of the many Textile companies very few managed to de-lever/ reduce debt in recent years -- and these were not the easiest of years. The ones respecting their Balance sheet in difficult times will bear the fruits in good times. Not a buy sell view. Just an observation"  
[X Link](https://x.com/abhymurarka/status/1927770395341402517)  2025-05-28T16:54Z 99.5K followers, 35.6K engagements


"A well researched portfolio for the second half of this decade cannot ignore PSU stocks. And think beyond just Defense - Minerals Oil & Energy Fertilizers (Potash) PSU Banks (maybe)"  
[X Link](https://x.com/abhymurarka/status/1928117586505486462)  2025-05-29T15:53Z 99.4K followers, 21.5K engagements


"@datta_arvind There are many consistent 15-20% ROE names with good dividend yield and 10-15x PE valuation. And I am seeing large growth ahead in some pockets. Whereas even mediocre private companies are trading at above 30-40 PE"  
[X Link](https://x.com/abhymurarka/status/1928344063813566909)  2025-05-30T06:53Z 99.4K followers, [----] engagements


"GAME. Also at the Ambassadors reception for the delegation with: Genesis Alonjo member of Parliament 2019-24; Lorena Castillo de Valera former First Lady of Panama; Mehr Eliezer Miss Panama [----] and aspiring politician; and two ladies instrumental in the success of our mission https://t.co/UVVjgaru6O Also at the Ambassadors reception for the delegation with: Genesis Alonjo member of Parliament 2019-24; Lorena Castillo de Valera former First Lady of Panama; Mehr Eliezer Miss Panama [----] and aspiring politician; and two ladies instrumental in the success of our mission https://t.co/UVVjgaru6O"  
[X Link](https://x.com/abhymurarka/status/1928361640623313164)  2025-05-30T08:03Z 99.3K followers, [----] engagements


"Everytime Pakistan reports earthquake tremors - Indian Twitter. IYK"  
[X Link](https://x.com/abhymurarka/status/1928408541179605103)  2025-05-30T11:09Z 99.4K followers, [----] engagements


"Just a random movie plot - Aliens finally arrive on earth when mankind has created AGI and it goes rouge. A trifecta battle ensues for Earth with aliens helping save mankind and find a new planetary life"  
[X Link](https://x.com/abhymurarka/status/1928684076090659054)  2025-05-31T05:24Z 99.4K followers, [----] engagements


"If cities were traded I would long Kolkata/ Calcutta and short Bangalore. Calcutta always had everything for commerce and industry except right policies. It's a key hub for export potential"  
[X Link](https://x.com/abhymurarka/status/1928725296498212922)  2025-05-31T08:08Z 99.5K followers, 43.5K engagements


"RCB wagera chhodo yaar. Patna k legend Khar sir got married Many congratulations sirrrr 🥳"  
[X Link](https://x.com/abhymurarka/status/1929966618064626062)  2025-06-03T18:21Z 99.4K followers, [----] engagements


"MSCI All-Country World Index (MSCI ACWI Index) has made a new all time high peak. But Nifty is sulking 7-8% away even though it was quick to recover from initial tariff sell-off. Why is Nifty sulking"  
[X Link](https://x.com/abhymurarka/status/1930425280260133206)  2025-06-05T00:43Z 99.7K followers, [----] engagements


"We are living in crazy times. Eliminating debt ceiling has temporarily softened the global bond markets. I hope the Orange King is not serious about it and reverses it after June tranche refinancing. If they go down this path there is an inevitable global crash incoming"  
[X Link](https://x.com/abhymurarka/status/1930543995609870742)  2025-06-05T08:35Z 99.8K followers, [----] engagements


"An interesting datapoint: KPR Mills: [--] year price CAGR is 35% Yes freaking 35% CAGR for a textile company. This is actually higher than 99% of bluechip companies including Reliance (22%) Airtel (18%) HDFC Bank (15%) etc"  
[X Link](https://x.com/abhymurarka/status/1930600613202846008)  2025-06-05T12:20Z 99.8K followers, 45.3K engagements


"Titan one of the best compounding stories is at 26% CAGR. Can you name any stock that beats KPR on [--] year basis"  
[X Link](https://x.com/abhymurarka/status/1930601245913624948)  2025-06-05T12:23Z 100.7K followers, 26.7K engagements


"Here's Mr. Balachandran a Dubai-based NRI (originally from Thiruvananthapuram) and the founder of investment firm Buimerc Investment. He is now converting the FII setup into a DII. A recent interview: https://www.newindianexpress.com/states/kerala/2025/Mar/14/dd%7D%7D-98 https://www.newindianexpress.com/states/kerala/2025/Mar/14/dd%7D%7D-98"  
[X Link](https://x.com/abhymurarka/status/1931323799825203478)  2025-06-07T12:14Z 100.2K followers, 32.6K engagements


"He is invested in BSE from [----] and in NSE from 2014-15. "I am a net buyer I rarely sell.""  
[X Link](https://x.com/abhymurarka/status/1931324378819514495)  2025-06-07T12:16Z 100.1K followers, 28.5K engagements


"Indian equity mutual fund inflows fell 22% to [------] billion in May vs April. But the larger drop is in Large-cap funds at 53%. Shows an average Indian investor believes that small and midcaps are more resilient to the economic challenges despite their elevated valuations"  
[X Link](https://x.com/abhymurarka/status/1932351615631266184)  2025-06-10T08:18Z 100.2K followers, 12.4K engagements


"@IndianTechGuide Starlink subscription can be the new status symbol if the service and speed is much better"  
[X Link](https://x.com/abhymurarka/status/1932463033655423168)  2025-06-10T15:41Z 100.3K followers, 21.1K engagements


"Ignore media headlines. The [--] day India-US trade tariff discussions aren't going as India wants when you read details. Uncertainty = risk"  
[X Link](https://x.com/abhymurarka/status/1932711062090232059)  2025-06-11T08:06Z 100K followers, 35.2K engagements


"Morgan Stanley's recent note is called India - Equities appear inexpensive. Sanjeev Prasad of Kotak on reading it"  
[X Link](https://x.com/abhymurarka/status/1932834469049974923)  2025-06-11T16:17Z 100.3K followers, 24.2K engagements


"Nifty back below 25K. The market has almost given up all post RBI policy gains. Recent tweets have been about near term caution and controlling over optimism"  
[X Link](https://x.com/abhymurarka/status/1933074035404927215)  2025-06-12T08:08Z 99.8K followers, [----] engagements


"An interesting pattern - here's a list of companies audited by the same auditor. Looking at their stock returns I feel the auditor should be running a Fund :) There seem to be accounting red flags as well in many of these"  
[X Link](https://x.com/abhymurarka/status/1933191220399882505)  2025-06-12T15:54Z 101.7K followers, 78.5K engagements


"@sankhadip_c Not a red flag but a question - The global market leader processes [--] mn visa applications/ year. This one does [---] mn - or 1/8th. How is this company able to do 1/3rd the revenue of market leader who has 55% market share Are you okay to pay 8x sales multiple"  
[X Link](https://x.com/abhymurarka/status/1933206744462995931)  2025-06-12T16:56Z 100.3K followers, [----] engagements


"Question for all - Are you comfortable with a market cap of [-----] crores for a company whose cash flow looks like this Assume you are buying the company in full (refer Warren Buffett). Will you pay [-----] crore when the business has total OCF of [---] crore in last [--] years @abhymurarka What part of PGEL looks fishy @abhymurarka What part of PGEL looks fishy"  
[X Link](https://x.com/abhymurarka/status/1933361443338137897)  2025-06-13T03:11Z 100.3K followers, 49.1K engagements


"While I firmly believe in the India growth story as an investor and budding portfolio manager there is also the fear of heightened global issues and uncertainty - this wont go away soon. These are the times when I remind myself that there is always a (mega) bull market going on in some pockets in India. My job is to find those. As long as we are not overpaying or too late to the party we would do fine. We also need to curtail risk so we should have decent allocation to strong domestic themes with volume growth as well as proxy beneficiaries of recent Fiscal (tax cuts) and monetary support"  
[X Link](https://x.com/abhymurarka/status/1933723673237520459)  2025-06-14T03:10Z 100.2K followers, 19K engagements


"Some themes that can outperform in coming years: - Energy - Renewables - EPC and glass - Pharma and CDMO - Agro commodities - Hotels and recreation - Building materials (pipes tiles etc) - Textiles (synthetic denims) - Select NBFCs - Select Capital Goods themes DYOR"  
[X Link](https://x.com/abhymurarka/status/1933751820859449601)  2025-06-14T05:02Z 100.3K followers, 24.4K engagements


"With gold prices rising jewellers may be mixing and selling low carat gold without the customer knowing. As per the post Kalyan Jewellers has done it with clients. Soon customers would desert their stores if true. With #GOLD touching Rs. [--] Lakh per [--] gms I have kinda lost trust in any jeweller to guarantee purity of Gold. With #GOLD touching Rs. [--] Lakh per [--] gms I have kinda lost trust in any jeweller to guarantee purity of Gold"  
[X Link](https://x.com/abhymurarka/status/1933921615143977161)  2025-06-14T16:16Z 99.9K followers, 14.1K engagements


"Don't pay [--] PE for such unethical businesses. Also the company pays no dividend. This is a sanity check I have learnt from @harshmadhusudan esp in highly valued stocks"  
[X Link](https://x.com/abhymurarka/status/1933922404646183231)  2025-06-14T16:20Z 99.9K followers, [----] engagements


"HDFC Bank used to be the clear leader in Banking but ICICI has challenged that position. TCS leads IT but Infosys seems to have bridged the gap in recent years. But in Pharma Sun Pharma remains the undisputed king. Take any drug with export market and you will find Sun Pharma there in top 2/3"  
[X Link](https://x.com/abhymurarka/status/1933954700745084960)  2025-06-14T18:28Z 101.4K followers, 94.9K engagements


"Everyone is so busy with Mahindra vs Tata Motors that no one notices Hyundai Motor India has made a new high crossing IPO levels"  
[X Link](https://x.com/abhymurarka/status/1934110000290377802)  2025-06-15T04:45Z 100K followers, [----] engagements


"An [--] slide treatise to understand the evolving and growing Indian packaging sector. India is only 3.5% of global GDP but it is 10% of global packaging industry and growing at 11% CAGR vs 4% for the world. https://cdn-media.screener.in/concalls/1a39a932-0900-4599-a21c-1ef2551e2029.pdf https://cdn-media.screener.in/concalls/1a39a932-0900-4599-a21c-1ef2551e2029.pdf"  
[X Link](https://x.com/abhymurarka/status/1934331451237134513)  2025-06-15T19:25Z 100.3K followers, 22.3K engagements


"Subros on a big run as market discovers the trigger of ACs in trucks becoming compulsory from Oct [----]. We discovered it in time. Another auto component name is now in my radar. It's in the vehicle AC space. Another auto component name is now in my radar. It's in the vehicle AC space"  
[X Link](https://x.com/abhymurarka/status/1934542173451542674)  2025-06-16T09:22Z 100.3K followers, 40.3K engagements


"Step 3B - more reading on business gave promoter comfort. Step 4: Management quality check. Ms Shardha Suri Marwah is the daughter of founder promoter and became Chairperson MD in [----] after the demise of founder. President of ACMA indicated competence and credibility"  
[X Link](https://x.com/abhymurarka/status/1934557970723201108)  2025-06-16T10:25Z 100.3K followers, [----] engagements


"Step 5: Shareholding Low float as 32% shares are with Japanese partners Denso and Maruti for last [--] years (quality stakeholders). Decision: A trigger would lead to quick upmove"  
[X Link](https://x.com/abhymurarka/status/1934557975206867414)  2025-06-16T10:25Z 100.3K followers, [----] engagements


"Step 6: Valuation check - Was trading at 14x EV/EBITDA at point of ideation - rerating potential ahead. Health cash generation good auditors in PWC (comforting factor)"  
[X Link](https://x.com/abhymurarka/status/1934557982525882775)  2025-06-16T10:25Z 100.3K followers, [----] engagements


"End - The buying decisioning is triggered with the combination of - Value with "visible growth trigger" - Business moat - Management comfort"  
[X Link](https://x.com/abhymurarka/status/1934557984744694021)  2025-06-16T10:25Z 100.3K followers, [----] engagements


""This or that" - sometimes when I feel half confused about a stock idea I filter out 3-4 stocks in similar market cap range and with better business and valuation metrics. It helps break any bias from creeping in. As they say you are not married to a stock"  
[X Link](https://x.com/abhymurarka/status/1934954059754045571)  2025-06-17T12:39Z 100.3K followers, [----] engagements


"The ROIC for the business is over 25%. There are large intangible asset of [----] cr sitting on Fixed asset from Heinz acquisition that artificially suppresses return ratios. PPFAS bought Airtel at [----] and now single digit ROE & ROCE business Zydus wellness. What's wrong with PPFAS Capital misallocation when Cash levels are too high @contrarianEPS PPFAS bought Airtel at [----] and now single digit ROE & ROCE business Zydus wellness. What's wrong with PPFAS Capital misallocation when Cash levels are too high @contrarianEPS"  
[X Link](https://x.com/abhymurarka/status/1935010771546628514)  2025-06-17T16:24Z 100.2K followers, 19.2K engagements


"Never become a Guru in stock markets. Always be a learner. Investing or trading success is about compounding wins and avoiding "big" blunders. And worst kind of blunders are reputation blunders"  
[X Link](https://x.com/abhymurarka/status/1935107335422104020)  2025-06-17T22:48Z 100.3K followers, 25.2K engagements


"4 out of [--] Mutual Fund schemes are unable to beat their benchmark indices over long periods of time. The success of Mutual Funds can be attributed to just economic tailwinds and not Fund Manager alpha. Mutual Funds Sahi Hai was clearly a marketing masterstroke"  
[X Link](https://x.com/abhymurarka/status/1935390432269119757)  2025-06-18T17:33Z 100.3K followers, [----] engagements


"@RegeWolf This is bullish for EM equities right The interest rate differentials for India-US are now at historical lows.should make FIIs rethink"  
[X Link](https://x.com/abhymurarka/status/1935404149870576060)  2025-06-18T18:28Z 100.3K followers, [---] engagements


"The most sensible thing said by Trump in recent times. This should give relief to the markets albeit temporary. 🚨 #BREAKING: Following Situation Room meetings President Trump says he will decide whether to strike Iran within [--] WEEKS. He says there may be talks in the near future. He does not want to go if there can be peace. https://t.co/lfcEaJ9g0u 🚨 #BREAKING: Following Situation Room meetings President Trump says he will decide whether to strike Iran within [--] WEEKS. He says there may be talks in the near future. He does not want to go if there can be peace. https://t.co/lfcEaJ9g0u"  
[X Link](https://x.com/abhymurarka/status/1935758240530186243)  2025-06-19T17:55Z 100.3K followers, 17.4K engagements


"RBI has eased provisioning rules for Infrastructure lending - from setting aside 5% to 1% of value of loans. Positive stance that should enable credit flow. The data below shows PSU Banks are better placed. BANKING STOCKS-EXPOSURE TO PROJECT FINANCE-RBI RELAXES LENDING NORMS https://t.co/vMedfIQ0ua BANKING STOCKS-EXPOSURE TO PROJECT FINANCE-RBI RELAXES LENDING NORMS https://t.co/vMedfIQ0ua"  
[X Link](https://x.com/abhymurarka/status/1935902873952362995)  2025-06-20T03:29Z 100.3K followers, 10.4K engagements


"Something tells me that the future of Nifty and broader markets is the hands of Adani group stocks"  
[X Link](https://x.com/abhymurarka/status/1935928756616470907)  2025-06-20T05:12Z 100.4K followers, 49.5K engagements


"Adani Green: Promoter group entity is exercising "a part of" warrants at an agreed price of Rs [-------] indicating their confidence in the outlook. In January [----] Adani Green (AGEL) issued warrants to Ardour Investment Holding Ltd a promoter group entity. AGEL allotted [--------] convertible warrants to Ardour via preferential allotment on a private placement basis. The issue price of each warrant was Rs. [-------] with an initial subscription amount of Rs. [------] per warrant (25% of the issue price) paid at the time of allotment in January [----]. ___ Yesterday Ardour has exercised and converted"  
[X Link](https://x.com/abhymurarka/status/1936268895427657752)  2025-06-21T03:44Z 100.4K followers, [----] engagements


"If you are fairly confident of industry tailwinds you can make good money by betting on growing businesses. But you can make bigger money by backing their lenders if their starting valuation is comfortable. Reason: Leverage expands ROE faster"  
[X Link](https://x.com/abhymurarka/status/1936498653772087750)  2025-06-21T18:57Z 100.3K followers, 17.8K engagements


"@O_bhaina @grok Example is my next NBFC pick But can be validated only [--] years later"  
[X Link](https://x.com/abhymurarka/status/1936505384660787292)  2025-06-21T19:23Z 100.3K followers, [---] engagements


"Amidst the uncertainty I am certain of one thing - that TACO jokes are now over"  
[X Link](https://x.com/abhymurarka/status/1936655289186758734)  2025-06-22T05:19Z 100.3K followers, 13K engagements


"Always chase ROCE expansion with growth. And a decent start valuation. Just this. Just this"  
[X Link](https://x.com/abhymurarka/status/1936824489859522907)  2025-06-22T16:31Z 100.4K followers, 24.1K engagements


"I want to highlight this: The coming week starts with a paradox for Indian markets. On hand the tensions in Middle East and the fear around Strait of Hormuz blockage will impact mainly Emerging markets (India and China) being Crude oil imports. On the other hand Emerging Markets saw the biggest weekly Foreign inflow in [--] months. - $2.4B pumped into EM equities via ETFs - Top buys: Taiwan ($735M) India ($678M) South Korea ($686M) Brazil ($479M) - India saw 7-week high inflow of $685M 80% via iShares MSCI India ETF. The moment the markets get signs if Crude oil softening expect big inflows"  
[X Link](https://x.com/abhymurarka/status/1936826808596385903)  2025-06-22T16:41Z 100.4K followers, 19.3K engagements


""Trade is like water it'll always find a way to the sea. While trade is down to the US by 35% since liberation day it's up 30% in different markets. Don't underestimate the creativity of traders. Globalisation continues to grow every single interruption." -John Pearson DHL"  
[X Link](https://x.com/abhymurarka/status/1936832689291821370)  2025-06-22T17:04Z 100.3K followers, [----] engagements


"Wondering if this global volatility will lead to a shift towards Largecaps - they are better prepared and hedged via forex and commodity forward contracts. Not sure if many small and midcaps are prepared for this. Yes there are opportunities in SMIDs but the breadth will narrow"  
[X Link](https://x.com/abhymurarka/status/1936834212981817441)  2025-06-22T17:10Z 100.4K followers, [----] engagements


"Next few days markets can go up due to easing war sentiments. Or next few days markets can go down due to tariff woes again. Thank you for your attention to this matter"  
[X Link](https://x.com/abhymurarka/status/1937515834915848563)  2025-06-24T14:19Z 100.4K followers, 10.7K engagements


"@yo_chande How does the inspection period matter Is it legal for an exchange to earn income from paid clients for preferential disclosure of information"  
[X Link](https://x.com/abhymurarka/status/1937903151392186837)  2025-06-25T15:58Z 101.3K followers, [---] engagements


"He is India's negotiator in chief - Mr Rajesh Agrawal. India's tariff stance is in the hands of a marwadi - Team Trump will not have it easy. #NewsFlash Indian Team led by Chief Negotiator Rajesh Agrawal reaches the US to continue talks for a Bilateral Trade Agreement (BTA) Alert🚩: India has reiterated that there won't be any compromise on national interests https://t.co/HLNE5a9AM1 #NewsFlash Indian Team led by Chief Negotiator Rajesh Agrawal reaches the US to continue talks for a Bilateral Trade Agreement (BTA) Alert🚩: India has reiterated that there won't be any compromise on national"  
[X Link](https://x.com/abhymurarka/status/1938286770379980857)  2025-06-26T17:22Z 100.4K followers, 12.9K engagements


"Quite disappointed with BSE closing in the green today after SEBI's disclosure of early information access to a set of private clients before public disclosure. It should have been 10-20% lower to indicate markets are sane. Clearly they are not"  
[X Link](https://x.com/abhymurarka/status/1938293180627357935)  2025-06-26T17:48Z 100.3K followers, [----] engagements


"Circling back on this hypothesis I posted. Here's the last week data - Adani pack leading Nifty Next [--] Something tells me that the future of Nifty and broader markets is the hands of Adani group stocks. Something tells me that the future of Nifty and broader markets is the hands of Adani group stocks"  
[X Link](https://x.com/abhymurarka/status/1938471763773632924)  2025-06-27T05:37Z 100.4K followers, 16.4K engagements


"Trump is playing mind games with India's trade position. In his latest remarks he is saying that US and India may sign a trade deal under which the country would open up without barriers". He knows this is not practical and India cannot take it being a democracy not a Capitalist autocracy (which would have lapped up the zero tariff route to US). Full open access would lead to a political crisis for the Indian Government it would impact Agriculture pharma and other sensitive sectors. So Trump has playing his cars putting psychological pressure that we offered a great deal - "If you cannot take"  
[X Link](https://x.com/abhymurarka/status/1938828931953549728)  2025-06-28T05:16Z 100.4K followers, 13.1K engagements


"I asked Grok which countries can be under this and Grok feels there is 80% chance tariffs on India would be 27% or higher vs 10% baseline tariffs. Retail investors should be careful. And Mutual Funds lapping up all the promoter blocks you are being watched"  
[X Link](https://x.com/abhymurarka/status/1938829567164346745)  2025-06-28T05:19Z 100.3K followers, [----] engagements


"@KapilV_B Which is the bike"  
[X Link](https://x.com/abhymurarka/status/1938840507192615367)  2025-06-28T06:02Z 100.4K followers, [---] engagements


"The stock market is not the economy. Ft - China"  
[X Link](https://x.com/abhymurarka/status/1938910344489132319)  2025-06-28T10:40Z 100.4K followers, 19.3K engagements


"India's agriculture GVA mix changed between [----] to 2024: - Share of livestock is up from 25.6% to 31.2% - Share of fishing and aquaculture is up from 4.2% to 7.0% - While crop share has declined from 62.4% to 54.1% Crop share has to pick up again"  
[X Link](https://x.com/abhymurarka/status/1938967236729020885)  2025-06-28T14:26Z 100.4K followers, [----] engagements


"@_Sandeep09 Any concern about 3.9% growth in advance tax for q1"  
[X Link](https://x.com/abhymurarka/status/1939222968409997352)  2025-06-29T07:22Z 100.4K followers, [----] engagements


"India needs to be careful after US Vietnam deal. The 40% transhipment tariffs may be a form of "country of origin" rules which can impact Indian sectors like pharma and electronics that have high import component says trade expert Biswajit Dhar. https://m.economictimes.com/news/economy/foreign-trade/india-needs-to-be-careful-after-us-vietnam-deal-experts/articleshow/122212451.cms https://m.economictimes.com/news/economy/foreign-trade/india-needs-to-be-careful-after-us-vietnam-deal-experts/articleshow/122212451.cms"  
[X Link](https://x.com/abhymurarka/status/1940585272049389693)  2025-07-03T01:35Z 100.4K followers, 20.3K engagements


"@zust_saying The SEBI order pertains to trades made only on NSE. How will this impact BSE"  
[X Link](https://x.com/abhymurarka/status/1940975797013303425)  2025-07-04T03:27Z 100.4K followers, [---] engagements


"The Jane Street issue can have significant spillover impact. As per Nithin Kamath prop trading firms account for 50% of options trading volumes. Meanwhile SEBI is looking to expand study of JS activity on other exchanges as well"  
[X Link](https://x.com/abhymurarka/status/1941358017427190227)  2025-07-05T04:46Z 100.5K followers, 18.6K engagements


"I will tell you a secret. "National interests" and stock market interests (read: Capitalist interests) cannot ever be aligned in India. So when you hear the words "national interest" from senior ministers know they are speaking to the 90% of India and not the 10% of capital markets folks. Nothing wrong about it though. India will have its own journey"  
[X Link](https://x.com/abhymurarka/status/1941378141089370248)  2025-07-05T06:06Z 100.5K followers, 10.3K engagements


"Read this article - the positioning seems to be the NSE will gain out of this at the expense of BSE. https://www.businesstoday.in/india/story/nse-provided-core-data-and-analysis-in-sebis-probe-into-js-groups-alleged-market-misconduct-483248-2025-07-05 https://www.businesstoday.in/india/story/nse-provided-core-data-and-analysis-in-sebis-probe-into-js-groups-alleged-market-misconduct-483248-2025-07-05"  
[X Link](https://x.com/abhymurarka/status/1941499914028187927)  2025-07-05T14:10Z 100.4K followers, [----] engagements


"@bs_ambati No data available for trading on BSE. Overall HFTs such as JS are 50%+ of Options volumes as per Nithin K"  
[X Link](https://x.com/abhymurarka/status/1941500141103661138)  2025-07-05T14:11Z 100.4K followers, [---] engagements


"@straddler420 UAE (Dubai) is offering [--] year Golden VISA now without the need to invest in real estate. There is crazy excitement for it from urban India base. See premium consumption stocks - Indian Hotels Titan Autos etc most are down 1%"  
[X Link](https://x.com/abhymurarka/status/1942111600758132825)  2025-07-07T06:41Z 100.5K followers, 18.3K engagements


"Corporate India is not finding opportunities and confidence to invest so they are choosing to sit on cash and liquid investments. Meanwhile investors are expecting multibaggers at elevated valuations. #risk"  
[X Link](https://x.com/abhymurarka/status/1942176693088899191)  2025-07-07T10:59Z 100.7K followers, 50.3K engagements


"@invest_in_10 Your data sets are amazing. I want to understand how can I access them is there a subscription"  
[X Link](https://x.com/abhymurarka/status/1943380609335988739)  2025-07-10T18:43Z 100.6K followers, [---] engagements


"@prathgodbole India IT should have innovated before they became outdated. Sadly the cash machine was not used for transition into product led offerings. Talent is not the issue they just needed new age professional leadership"  
[X Link](https://x.com/abhymurarka/status/1943618375432716358)  2025-07-11T10:28Z 102K followers, [----] engagements


"Indian pharma cannot make the mistake made by Indian IT - too late to make the innovation pivot. Both industries are cash generating machines but there is still hope in pharma more than in IT"  
[X Link](https://x.com/abhymurarka/status/1943626709271491000)  2025-07-11T11:01Z 100.7K followers, 29.7K engagements


"I think this is an interesting and significant filing. Adani group has converted warrants in Adani Green worth Rs [----] crores today. The interesting part is that stock is currently at Rs [---] and they have paid balance 75% price of Rs 1110/ share for conversion (25% was paid upfront in Jan [----] during issue). The warrants were expiring in July [----] (18 months from issue) and this event has a lot to read between the lines for markets and Adani group. My view: US interim deal is done"  
[X Link](https://x.com/abhymurarka/status/1943951966868034026)  2025-07-12T08:34Z 100.7K followers, 59.4K engagements


"One of the stock selection buckets I have been working on is "R&D champs" - companies focused on bringing innovation letting go of some margins and thus not playing to the markets gallery. Our market is kinda shallow to ignore them while they are sharpening the axe :)"  
[X Link](https://x.com/abhymurarka/status/1945538373021573325)  2025-07-16T17:37Z 100.7K followers, 34.4K engagements


"@nitishj_123 Sample extracts from DSIR annual reports"  
[X Link](https://x.com/abhymurarka/status/1945543287714046378)  2025-07-16T17:57Z 100.7K followers, [----] engagements


"A thread on how Paytm transformed and reported its first ever profit. From a near-death experience to reporting its first-ever net profit this quarter Paytm's journey is a classic story of resilience and business pivots. How did this fintech giant turn the tide after an 80% wealth erosion Let's dive into their incredible comeback. 🧵1/n From a near-death experience to reporting its first-ever net profit this quarter Paytm's journey is a classic story of resilience and business pivots. How did this fintech giant turn the tide after an 80% wealth erosion Let's dive into their incredible"  
[X Link](https://x.com/abhymurarka/status/1948681364003319809)  2025-07-25T09:46Z 100.8K followers, 11.2K engagements


"He posted these two within an hour of each other. Just imagine"  
[X Link](https://x.com/abhymurarka/status/1952388187642601533)  2025-08-04T15:16Z 100.9K followers, 48.8K engagements


"On #PGElectroplast When market conditions are easier the market is a benevolent king on valuation and pays for growth at any cost. When market conditions turn dicey market can be ruthless. Growth without cash flows is always a risky situation. Question for all - Are you comfortable with a market cap of [-----] crores for a company whose cash flow looks like this Assume you are buying the company in full (refer Warren Buffett). Will you pay [-----] crore when the business has total OCF of [---] crore in last [--] years https://t.co/hW9kIX5Ucv Question for all - Are you comfortable with a market cap of"  
[X Link](https://x.com/abhymurarka/status/1954062808725049377)  2025-08-09T06:10Z 100.9K followers, 19.2K engagements


"Dear Moody's Moodys upgraded Pakistans credit rating citing its improved financial position supported by a loan from the International Monetary Fund https://t.co/3yTfIlbhtY Moodys upgraded Pakistans credit rating citing its improved financial position supported by a loan from the International Monetary Fund https://t.co/3yTfIlbhtY"  
[X Link](https://x.com/abhymurarka/status/1955889834406633800)  2025-08-14T07:10Z 100.9K followers, 12.7K engagements


"Bees are an evolved specie. While the beautiful symmetry of bee hive is fascinating it is equally interesting to know how Bees work as a team to find nectar source and with optimal effort"  
[X Link](https://x.com/abhymurarka/status/1959277335309353451)  2025-08-23T15:31Z 101.3K followers, [----] engagements


"Gold to oil ratio chart for last [--] years. It can be read as how many barrels of crude oil can an ounce of Gold buy. This number always hovered below [--] till the recent Gold last of last [--] years. Current stands at [--] barrels of oil for an ounce of Gold"  
[X Link](https://x.com/abhymurarka/status/1963652095221149910)  2025-09-04T17:15Z 101.7K followers, 13.2K engagements


"@TrendQuants Gold is the store of value but to what limits I am sure. At some point we gotta question it no"  
[X Link](https://x.com/abhymurarka/status/1963659424511488277)  2025-09-04T17:44Z 101.4K followers, [---] engagements


"From [---] cr to [-----] cr market cap in [---] years Shaily Engineering is now getting fresh investment from PMS houses like Stallion and Motilal. A deep value stock now favorites of growth investors. Riding the GPL-1 growth wave. IMO Shaily Engineering below [---] cr mcap is an example of a good value buy when business is facing temporary headwinds. Has the best capabilities in plastic injection moulding. Temporary headwind: Capex on toy mfg. not yielding results yet. Added some today. IMO Shaily Engineering below [---] cr mcap is an example of a good value buy when business is facing temporary"  
[X Link](https://x.com/abhymurarka/status/1977434028170215819)  2025-10-12T17:59Z 102K followers, 50K engagements


"The funny thing is that the thesis back then was quite different from what has become the value driver for Shaily 🤠 The business is gaining big from the weight loss drug consumption J curve in India holding almost a monopoly in moulded injection pens 💉. The business is transitioning from historical lower margin consumer & industrial products businesses into higher-margin healthcare GLP-1 💉 play. Thus Shaily became a shovel and pick seller in India's weight loss drug boom. Eg - Eli Lilly's weight loss drug Mounjaro (Drug Tirzepatide) sales jumped 42% between August and September 👇 Reminds"  
[X Link](https://x.com/abhymurarka/status/1977440838721720577)  2025-10-12T18:26Z 102K followers, [----] engagements


"Yes Ram Informatics Dhabriya Polywood Indo Thai Securities - illiquid gems in the microcap space. https://x.com/iancassel/status/986766075709669376 My goal is to own the smallest most illiquid least institutionally owned best businesses I can find that are run by intelligent fanatics. https://x.com/iancassel/status/986766075709669376 My goal is to own the smallest most illiquid least institutionally owned best businesses I can find that are run by intelligent fanatics"  
[X Link](https://x.com/abhymurarka/status/986916479252746241)  2018-04-19T10:36Z 95K followers, [--] engagements


"#WarrenBuffett Empire - #Berkshire holdings: On a portfolio of $200 Bn: [--] Top [--] holdings are 55% of pf size [--] 8-9 comprise 95% Quite a concentrated pf I feel #diversification is a myth. Would you fish focused on the fish bed or spread the bait all over and hope Image: Vcap"  
[X Link](https://x.com/abhymurarka/status/993024290357366785)  2018-05-06T07:06Z 95K followers, [--] engagements


"The evolution of alcohol from a bane to becoming a lifestyle choice has created a lot of wealth and will continue to do so. That's the thing with companies that sell addiction - getting a foot in is half the battle won. https://x.com/AkshadaDeo1/status/997065039675871232 https://x.com/AkshadaDeo1/status/997065039675871232"  
[X Link](https://x.com/abhymurarka/status/997494165909848064)  2018-05-18T15:08Z 94.9K followers, [--] engagements

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