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# ![@dmuthuk Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::375369317.png) @dmuthuk D.Muthukrishnan

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

### Engagements: XXXXXXX [#](/creator/twitter::375369317/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::375369317/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::375369317/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::375369317/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX -XX%
- X Year XXXXX -XX%

### Followers: XXXXXXX [#](/creator/twitter::375369317/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::375369317/c:line/m:followers.svg)

- X Week XXXXXXX +0.04%
- X Month XXXXXXX +0.43%
- X Months XXXXXXX +2.30%
- X Year XXXXXXX +4.70%

### CreatorRank: XXXXXX [#](/creator/twitter::375369317/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::375369317/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::375369317/influence)
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**Social category influence**
[finance](/list/finance)  #951 [countries](/list/countries)  XXX% [stocks](/list/stocks)  #5893 [vc firms](/list/vc-firms)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) #338, [india](/topic/india) #3421, [investment](/topic/investment) #111, [china](/topic/china) 1.68%, [countries](/topic/countries) 1.01%, [money](/topic/money) #4746, [all the](/topic/all-the) #1143, [exit](/topic/exit) #139, [russia](/topic/russia) #3218, [asset allocation](/topic/asset-allocation) #9

**Top accounts mentioned or mentioned by**
[@justchilling055](/creator/undefined) [@grok](/creator/undefined) [@schunell](/creator/undefined) [@satsang15979209](/creator/undefined) [@logitech_samosa](/creator/undefined) [@diginagrik](/creator/undefined) [@sudhir_san16](/creator/undefined) [@nareshbahrain](/creator/undefined) [@laninstar22](/creator/undefined) [@sumitresearch](/creator/undefined) [@alexpace670436](/creator/undefined) [@pvkris007](/creator/undefined) [@chartatlas](/creator/undefined) [@successproject_](/creator/undefined) [@kumar41130209](/creator/undefined) [@guidancetn](/creator/undefined) [@themotleyfool](/creator/undefined) [@mahesht72](/creator/undefined) [@dthirukkonda](/creator/undefined) [@ntanjore](/creator/undefined)

**Top assets mentioned**
[Unilever plc (UL)](/topic/$ul) [Noble Corporation (NE)](/topic/$ne)
### Top Social Posts [#](/creator/twitter::375369317/posts)
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Top posts by engagements in the last XX hours

"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](https://x.com/dmuthuk/status/1977632598475383257) [@dmuthuk](/creator/x/dmuthuk) 2025-10-13T07:08Z 564.2K followers, 60.2K 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](https://x.com/dmuthuk/status/1977913373837955138) [@dmuthuk](/creator/x/dmuthuk) 2025-10-14T01:44Z 564.2K followers, 28K engagements


"No. I'm open to holding period. I don't have any preset opinions. Holding period purely depends on how companies progress the change in valuations are there any better opportunities available and so on. I may hold a stock for X years or X years or XX years. If fundamentals change or any serious corporate governance issue comes out I would immediately sell even if the holding period is short term. No emotional attachment towards any stock. At some point every company is a buy or sell or hold. My investment actions would depend upon existing prevailing situations. When the world is dynamic how"  
[X Link](https://x.com/dmuthuk/status/1979368271179845646) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T02:05Z 564.2K followers, 15.8K engagements


"In a broader sense we are the herd. Herd behaviour includes you and me. But there are legendary investors like Warren Buffett and Howard Marks who understands herd behaviour and goes against the crowd. Read Howard Marks. He got all major cycles right in his career. That's rarest of rare insights. In 2006 he quit all risky positions. He raised billions of dollars of fresh capital from his clients. He simply kept the money in bank. Since he enjoys clients trust so much they did what he asked them to do. He explains in his memo what made him to do so. He was criticised for missing the major"  
[X Link](https://x.com/dmuthuk/status/1979575914066571674) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T15:50Z 564.2K followers, 16.6K 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](https://x.com/dmuthuk/status/1969268329832726873) [@dmuthuk](/creator/x/dmuthuk) 2025-09-20T05:12Z 564.2K followers, 109.6K 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](https://x.com/dmuthuk/status/1976485967558271036) [@dmuthuk](/creator/x/dmuthuk) 2025-10-10T03:12Z 564.2K followers, 815.8K 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](https://x.com/dmuthuk/status/1976945363191054641) [@dmuthuk](/creator/x/dmuthuk) 2025-10-11T09:37Z 564.2K followers, 85.6K engagements


"Stocks like HDFC Bank City Union Bank Pidilite are almost ten baggers for me"  
[X Link](https://x.com/dmuthuk/status/1979792371488571898) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T06:10Z 564.2K followers, 29.7K engagements


"A nice reminder to be diversified with asset allocation. No one has any clue what can happen to a particular company tomorrow. That's why I repeatedly insist on valuations. If you buy it cheap even if you lose you'll lose relatively less. Buying expensive stocks even if they are great companies can even lead to huge wealth destruction"  
[X Link](https://x.com/dmuthuk/status/1979794447530696772) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T06:19Z 564.2K followers, 40.6K engagements


"One of my key learnings this year is there are always opportunities available in individual companies irrespective of the general conditions of the market. You need an open mind study hard and research well. There are companies and sectors which don't do well in a bull market too. There are companies and sectors which create wealth even in bear markets. I'm not saying it is easy. As Munger said anyone who says making money is easy is an idiot. It's very difficult to become rich. Being flexible studying a lot and having an open mind helps you. Success is never guaranteed in markets"  
[X Link](https://x.com/dmuthuk/status/1979371040506880438) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T02:16Z 564.2K followers, 15.4K engagements


"As one of my follower aptly said use AI not for confirmation but clarity. I've experimented phrasing questions differently. Be it a political leader a company a popular personality - you can phrase questions in such a way to get the answers you want. And thats what most of us do. The same AI can be used for getting excellent clarity and inputs if questions are phrased wisely. AI would be completely useless if all you want is more logic to justify your conclusions. Only wise questions would lead to useful answers"  
[X Link](https://x.com/dmuthuk/status/1979472884210049289) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T09:01Z 564.2K followers, 11.9K engagements


"I'm not knowledgeable about commodities. I've already reposted the tweet. I'm sharing below again @shivaji_1983's post. What he says may or may not happen. I'm posting it for a purpose. The purpose is to highlight the importance of understanding past cycles: Does anyone remember 2011 fall in Silver No one had time to exit you know why Let me tell you the story as I was a trader in Silver too back then. 29.04.2011 It was Friday Silver closed at $XX. Everything was great it was near or above 1980 highs. 02.05.2011 Monday morning X or 4am Osama Bin Laden was killed and news was out early in the"  
[X Link](https://x.com/dmuthuk/status/1979781091075703215) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T05:26Z 564.2K followers, 20.6K engagements


"One another author was extremely upset that I refused to review or write positively about his best selling book. He has an extremely poor track record as an investor. The major blunders he did in 2017 is in public domain. He develops contacts with world popular investors and promote himself. His book was also nothing original but mere compilation of Buffett and Munger quotes. His second book was an utter flop. He is not successful in his profession too. The photo operations with world famous investors is not helping him any way. He is no exception. Most of us are like that. Never put another"  
[X Link](https://x.com/dmuthuk/status/1979752987137622479) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T03:34Z 564.2K followers, 32.4K engagements


"Happy Deepavali. Have a great time celebrating the festival greeting friends and relatives eating sweets and bursting crackers"  
[X Link](https://x.com/dmuthuk/status/1979916389759742168) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T14:23Z 564.2K followers, 14K engagements


"Another district. Another growth story. Growth is spreading across Tamil Nadu. Story of Ambur in Tirupathur district"  
[X Link](https://x.com/dmuthuk/status/1835214603552199127) [@dmuthuk](/creator/x/dmuthuk) 2024-09-15T07:10Z 564K followers, 26.6K 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](https://x.com/dmuthuk/status/1949685647859663097) [@dmuthuk](/creator/x/dmuthuk) 2025-07-28T04:17Z 564K followers, 22.8K 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](https://x.com/dmuthuk/status/1969298225275552092) [@dmuthuk](/creator/x/dmuthuk) 2025-09-20T07:10Z 564.1K followers, 398.8K 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](https://x.com/dmuthuk/status/1971174967816663083) [@dmuthuk](/creator/x/dmuthuk) 2025-09-25T11:28Z 564K followers, 226.4K 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](https://x.com/dmuthuk/status/1973386940453196010) [@dmuthuk](/creator/x/dmuthuk) 2025-10-01T13:58Z 564K followers, 49.5K 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](https://x.com/dmuthuk/status/1973571137469845914) [@dmuthuk](/creator/x/dmuthuk) 2025-10-02T02:10Z 564K followers, 140.5K 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](https://x.com/dmuthuk/status/1975445084977111050) [@dmuthuk](/creator/x/dmuthuk) 2025-10-07T06:16Z 564K followers, 73.8K 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](https://x.com/dmuthuk/status/1975746321723371752) [@dmuthuk](/creator/x/dmuthuk) 2025-10-08T02:13Z 564K followers, 38.9K engagements


"PEG is nothing but whether earnings growth support PE multiples. You need to make reasonable assumption if the earnings growth is sustainable for atleast next X to X years. Out of the XX stocks I own XX were bought PEG significantly lesser than X. They are niche players with good earnings growth. No investment is risk free. You reduce the risk by buying at lower valuations. Price paid is the ultimate margin of safety"  
[X Link](https://x.com/dmuthuk/status/1975768961854968205) [@dmuthuk](/creator/x/dmuthuk) 2025-10-08T03:43Z 564K followers, 35K 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](https://x.com/dmuthuk/status/1976882893495611767) [@dmuthuk](/creator/x/dmuthuk) 2025-10-11T05:29Z 564K followers, 53.4K engagements


"Start ups are growing thick and fast. Tirunelveli and surrounding districts alone have XXX startups now. Look how start ups are spread across Tamil Nadu and their growth rate"  
[X Link](https://x.com/dmuthuk/status/1951907675492450545) [@dmuthuk](/creator/x/dmuthuk) 2025-08-03T07:27Z 564.1K followers, 32.5K 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](https://x.com/dmuthuk/status/1967082571394916588) [@dmuthuk](/creator/x/dmuthuk) 2025-09-14T04:26Z 564.1K followers, 97.3K 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](https://x.com/dmuthuk/status/1973045536162005401) [@dmuthuk](/creator/x/dmuthuk) 2025-09-30T15:21Z 564.1K followers, 236K 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](https://x.com/dmuthuk/status/1973567665840287924) [@dmuthuk](/creator/x/dmuthuk) 2025-10-02T01:56Z 564.1K followers, 59.8K 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](https://x.com/dmuthuk/status/1976115289764114620) [@dmuthuk](/creator/x/dmuthuk) 2025-10-09T02:39Z 564.1K followers, 45.6K 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](https://x.com/dmuthuk/status/1976977926974550075) [@dmuthuk](/creator/x/dmuthuk) 2025-10-11T11:47Z 564.1K followers, 79.3K engagements


"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](https://x.com/dmuthuk/status/1973340776282333508) [@dmuthuk](/creator/x/dmuthuk) 2025-10-01T10:54Z 564.2K followers, 86K 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](https://x.com/dmuthuk/status/1973575022162878583) [@dmuthuk](/creator/x/dmuthuk) 2025-10-02T02:25Z 564.2K followers, 44.4K 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](https://x.com/dmuthuk/status/1973688431638413506) [@dmuthuk](/creator/x/dmuthuk) 2025-10-02T09:56Z 564.2K followers, 251.2K 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](https://x.com/dmuthuk/status/1976873365354037354) [@dmuthuk](/creator/x/dmuthuk) 2025-10-11T04:51Z 564.2K followers, 167.6K 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](https://x.com/dmuthuk/status/1976877455844819210) [@dmuthuk](/creator/x/dmuthuk) 2025-10-11T05:08Z 564.2K followers, 91K 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](https://x.com/dmuthuk/status/1976958388526629181) [@dmuthuk](/creator/x/dmuthuk) 2025-10-11T10:29Z 564.2K followers, 54.1K 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](https://x.com/dmuthuk/status/1976983223461908620) [@dmuthuk](/creator/x/dmuthuk) 2025-10-11T12:08Z 564.2K followers, 61.5K 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](https://x.com/dmuthuk/status/1977029556809961772) [@dmuthuk](/creator/x/dmuthuk) 2025-10-11T15:12Z 564.2K followers, 26.5K 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](https://x.com/dmuthuk/status/1977541481381744895) [@dmuthuk](/creator/x/dmuthuk) 2025-10-13T01:06Z 564.2K followers, 25K 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](https://x.com/dmuthuk/status/1977580199136186457) [@dmuthuk](/creator/x/dmuthuk) 2025-10-13T03:40Z 564.2K followers, 51.4K 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](https://x.com/dmuthuk/status/1977625269604389352) [@dmuthuk](/creator/x/dmuthuk) 2025-10-13T06:39Z 564.2K followers, 17.9K 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](https://x.com/dmuthuk/status/1977678061811449887) [@dmuthuk](/creator/x/dmuthuk) 2025-10-13T10:09Z 564.2K followers, 54.4K 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](https://x.com/dmuthuk/status/1977691829597589966) [@dmuthuk](/creator/x/dmuthuk) 2025-10-13T11:04Z 564.2K followers, 21.1K 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](https://x.com/dmuthuk/status/1978278966416011599) [@dmuthuk](/creator/x/dmuthuk) 2025-10-15T01:57Z 564.2K 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](https://x.com/dmuthuk/status/1978637181754470623) [@dmuthuk](/creator/x/dmuthuk) 2025-10-16T01:40Z 564.2K followers, 37.5K engagements


""Sure. We all have opinions and we hold our opinions because we believe in them. Nobody ever says My opinion is X and I think Im wrong. We all think that our opinions are correct. And again the world becomes a better place an easier place to navigate if we admit that even though there are opinions they may be wrong. How does an investor like me deal with the fact that he doesnt believe in future predictions The answer is I say and I have opinions on other subjects but I say its one thing to have an opinion and its another to believe and act as if its right. If you just say Maybe Im wrong the"  
[X Link](https://x.com/dmuthuk/status/1979013890483847396) [@dmuthuk](/creator/x/dmuthuk) 2025-10-17T02:37Z 564.2K followers, 16.4K engagements


"I never ever want to discuss my portfolio or give opinion on any individual stocks. This post was necessitated by some public information and subsequent queries I'm receiving. NSE reported my buying of X lakh shares of Beacon Trusteeship on 15th October under bulk deal. Subsequently I came to know that if the quantity purchased exceeds XXX% of the company's share capital it would be reported publicly. All I can say is I now own more than X% in Beacon Trusteeship. For those who are asking I've no opinion to provide on this company. It is bought for our family portfolio. That's it. I currently"  
[X Link](https://x.com/dmuthuk/status/1979210730999288074) [@dmuthuk](/creator/x/dmuthuk) 2025-10-17T15:39Z 564.2K followers, 163.9K engagements


"Be a stock picker only if you are serious about the craft. You need to keep on studying and researching. Even then success is not guaranteed. You stand a decent chance. That's it. If you're a casual stock picker what you ultimately end up doing is transferring your wealth to serious stock investors. Mutual funds are the best option for most of the stock investors. Nothing wrong in taking help to manage money. As I mentioned in the past even our family has significantly invested in Balanced Advantage Funds Overnight funds and so on"  
[X Link](https://x.com/dmuthuk/status/1979229153305203121) [@dmuthuk](/creator/x/dmuthuk) 2025-10-17T16:52Z 564.2K followers, 25.2K engagements


""You will not have illusory expectations that anything or anybody in the future will save you or make you happy. As far as your life situation is concerned there may be things to be attained or acquired. Thats the world of form of gain and loss. Yet on a deeper level you are already complete and when you realize that there is a playful joyous energy behind what you do. Being free of psychological time you no longer pursue your goals with grim determination driven by fear anger discontent or the need to become someone. Nor will you remain inactive through fear of failure which to the ego is"  
[X Link](https://x.com/dmuthuk/status/1979359849315250642) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T01:32Z 564.2K followers, 10.6K engagements


"When I mentioned yesterday most of my stock picks are now asymmetric bets people asked what it means. It includes but not limited to following: When stock prices are at multi year lows despite company's earnings growing very well. This is usually because market at some point would have given a crazy PE multiple of say XXX and it would strongly revert back to even lesser than mean to XX PE. Good earnings growth and visibility for it continuing for next few years should definitely be there. Debt should be either zero or within manageable limits. As much as possible the PEG should be"  
[X Link](https://x.com/dmuthuk/status/1979410479887061306) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T04:53Z 564.2K followers, 25.7K engagements


"I've started receiving negative comments and feedback about Beacon Trusteeship. They may be right and I may be wrong too. That's why I've completely stopped discussing individual stocks as some may even be indirectly influenced by it. I want the risk to be solely mine. I only know how much I can afford to lose how to survive financially even if my stock picking decisions goes wrong and so on. I realised bit late that I don't even want to indirectly influence anyone whose financial situation may be precarious. It is fine atleast till I was only owning bluest of blue chips. Now I'm in a"  
[X Link](https://x.com/dmuthuk/status/1979426610584653868) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T05:57Z 564.2K followers, 16.4K engagements


"I couldn't have followed my current stock picking style say X or XX years ago. AI is amazing be it Screener AI or Grok AI. I could ask any number of questions about a company. Ask it to substantiate by providing original sources links and documents. It provides them all. I keep questioning about a company till I'm exhausted. But AI is never exhausted. Screener provides lot of crap companies too. You need insights to narrow down. If you doubt any of the information AI provides immediately ask for sources links and relevant documents. AI makes mistakes too. By experience you can spot these"  
[X Link](https://x.com/dmuthuk/status/1979431614343197122) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T06:17Z 564.2K followers, 34K engagements


"One NBFC huge darling of retail investors and a big wealth creator in recent years has such a shady promoter. AI gives details and links about things happened in the past as far as XX years ago despite the promoter's new avatar. The earnings growth is good. Valuations are attractive. But looks like the promoter is an outright fraud. I wouldn't believe any of the company's numbers in public domain. If you know how to use AI it is a treasure. Already many of you would be using Screener. Go for premium paid version and also pay separately for AI module. Worth every rupee"  
[X Link](https://x.com/dmuthuk/status/1979434239742611517) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T06:27Z 564.2K followers, 75.4K engagements


"We all love to hear answers we want to hear. We want repeated reinforcement that we are owning the right stocks. AI would be of no use to you if you don't phrase questions correctly. You can manipulate AI to provide the answer you want. Let me given an illustration. The company name used is just an example. If I phrase a question like this: "I believe Vodafone has a great future. Tell me the positive catalysts which can make it happen." AI would provide only a positive answer. It is providing you what you asked for. But here's how the question should be phrased: " Thoroughly analyse Vodafone."  
[X Link](https://x.com/dmuthuk/status/1979452053727645897) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T07:38Z 564.2K followers, 10.7K engagements


"Some time ago saw an interview of Saurabh Mukherjea. I don't remember the exact discussion but this is the gist: Sankaran Naren one day called Saurabh and advised him not to ignore valuations in pursuit of quality. Anything is good at one price and bad at another price. Valuations ultimately prevails. Saurabh gratefully recalled how nice of Sankaran Naren to initiate the call and advise him. My respect for Sankaran Naren went up further. It needs a great heart to call a professional competitor and try to save him from wealth destruction. In a world where only we want to make money and other"  
[X Link](https://x.com/dmuthuk/status/1979578369529491918) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T16:00Z 564.2K followers, 89.3K engagements


"Without intense interest you cannot achieve anything. Once I decided I should change my investing style I spent days and nights reading about various sectors and companies. I'm not saying it is healthy. Many nights not able to stop studying I simply skipped sleep. May be few hundreds or even in thousand queries would have been raised and analysis done with the help of AI. Now I've a tight grip over process and able to develop fresh insights. I'm not saying this would guarantee me future success. The best you can try to do is to improve your odds by developing better insights. Life or"  
[X Link](https://x.com/dmuthuk/status/1979590579609813333) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T16:49Z 564.2K followers, 30.6K engagements


"No single book. Read extensively. You would be able to develop your own insights"  
[X Link](https://x.com/dmuthuk/status/1979590816101499136) [@dmuthuk](/creator/x/dmuthuk) 2025-10-18T16:50Z 564.2K followers, 17.5K engagements


"He is probably the best personal finance author in the world today. I was a great fan of his blogs. His first book was a phenomenal success. I strongly recommended that to almost everyone. I was disappointed with his second book. Looked like compilation and recycling of his blogs. I posted a review saying that there is no value addition in his second book for those who read his blogs. The author sent me a stinging direct message. He was extremely upset. He said I don't qualify to review his writings and asked me not to do negative review of his book. He was expecting me to delete my tweet. I"  
[X Link](https://x.com/dmuthuk/status/1979747772472742044) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T03:13Z 564.2K followers, 120.3K engagements


"This is not a stock recommendation but an example of an asymmetric bet. RBL was a poorly run bank with major issues. Investor community wrote it off. But all the negatives got discounted and reflected in price. @Random_Gyan was repeatedly saying why RBL is a good buy despite being a bad bank. The same logic of anything can be a buy at a particular price. And he has tweeted today that he has earned XX% annualised returns in this stock over last X years"  
[X Link](https://x.com/dmuthuk/status/1979777932328636878) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T05:13Z 564.2K followers, 64.1K engagements


"As I said my investment approach got changed. Earlier I had no clue about less known companies. I've no way of knowing too. AI is now giving me any information I want about any company. This helps me in risk assessment. So I've become marketcap agnostic"  
[X Link](https://x.com/dmuthuk/status/1979793104954933422) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T06:13Z 564.2K followers, 15.9K engagements


"No preset rules work in investing. This is a craft where each one can be unique. Not many of you know the name Pulak Prasad. He runs a firm Nalanda Capital which only invests in publicly listed Indian companies. What is unique about him During the last XX years majority of his stock purchases was done only on two occasions 2008 Global Financial Crisis and 2020 Covid Crisis. He bought high quality companies for a pittance. He rarely buys in bull markets and simply sits on his capital for many years waiting for the right time. He wants to completely minimise downside and has provided one of the"  
[X Link](https://x.com/dmuthuk/status/1979824134868897912) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T08:17Z 564.2K followers, 35.7K engagements


"I've no clue about future of gold and silver prices. I understand very little about these commodities. But what history and common sense tells me is that chasing an asset class be it stock or gold as it keeps going up and up rarely ends well. I don't know whether this time it would be different"  
[X Link](https://x.com/dmuthuk/status/1979831285876150407) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T08:45Z 564.2K followers, 51.8K engagements


"There is a website called It is not in advisory business. But write humorously sarcastically and balancedly about Indian listed companies. It covers numerous conference calls and provide their views. It analyses all IPOs. Decode quarterly results. Without fear or favour they share their original perspective. They sound authentic. And almost every company is mocked in some way or other. It is an unique effort. Why I'm recommending it especially to retail investors is value for money. You get all these at just Rs.30 per month. You cannot get this quality of analysis at such a low price anywhere"  
[X Link](https://x.com/dmuthuk/status/1979924978339598391) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T14:57Z 564.2K followers, 60.5K engagements


"May be. It has happened before too. When I recommended a book about how an advertising professional engaged by UPA played a key role in 2004 win and how brilliantly she countered India Shining campaign I was told all copies got sold out on the same day. has crashed as many tried getting into after my tweet. This shows the trust all of you have in me and I've started taking my reach seriously. If people get influenced by what say I should be careful about what I say. That's one of the reason I no longer talk about my portfolio or any individual stocks. I stick only to general philosophy on"  
[X Link](https://x.com/dmuthuk/status/1979949704093061555) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T16:36Z 564.2K followers, 21.8K engagements


"A surprising Deepavali wish came from Sankaran Naren this evening through WhatsApp. His attention has been brought to my tweets about him. He was as usual his humble self. He mentioned that he doesn't deserve the praise and feels scared when praised. I'm sharing the communication because no personal or private information was exchanged. Some good people feel nervous when praised. He is a good human being excellent fund manager and most importantly an excellent risk manager too"  
[X Link](https://x.com/dmuthuk/status/1979954702625489108) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T16:56Z 564.2K followers, 57.7K engagements


"Since website has crashed after some of you making payments and it is not working now they have sent me a message. The traffic has completely crashed their server and it is going to be a long night ahead of them. They are upgrading their servers and has said all payments would be honoured and everyone would be provided login and password. They have said all your money is safe. All they need is some time because they never anticipated such traffic and servers breaking down due to same"  
[X Link](https://x.com/dmuthuk/status/1979965214490869884) [@dmuthuk](/creator/x/dmuthuk) 2025-10-19T17:37Z 564.2K followers, 30.9K engagements