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# ![@itsTarH Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1228362639891296256.png) @itsTarH Tar ⚑

Tar ⚑ posts on X about india, stocks, china, ai the most. They currently have [-------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1228362639891296256/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1228362639891296256/c:line/m:interactions.svg)

- [--] Week [-------] -19%
- [--] Month [---------] +51%
- [--] Months [---------] +85%
- [--] Year [----------] +21%

### Mentions: [--] [#](/creator/twitter::1228362639891296256/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1228362639891296256/c:line/m:posts_active.svg)

- [--] Week [--] -25%
- [--] Month [---] +55%
- [--] Months [---] +85%
- [--] Year [---] +44%

### Followers: [-------] [#](/creator/twitter::1228362639891296256/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1228362639891296256/c:line/m:followers.svg)

- [--] Week [-------] +0.12%
- [--] Month [-------] +1.20%
- [--] Months [-------] +6%
- [--] Year [-------] +11%

### CreatorRank: [-------] [#](/creator/twitter::1228362639891296256/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1228362639891296256/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [exchanges](/list/exchanges)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [gaming](/list/gaming) 

**Social topic influence**
[india](/topic/india), [stocks](/topic/stocks) #1612, [china](/topic/china), [ai](/topic/ai), [investment](/topic/investment), [market cap](/topic/market-cap), [debt](/topic/debt), [if you](/topic/if-you), [market](/topic/market), [ipo](/topic/ipo)

**Top accounts mentioned or mentioned by**
[@rdkriplani](/creator/undefined) [@ishmohit1](/creator/undefined) [@infosys](/creator/undefined) [@soicfinance](/creator/undefined) [@amolsri1](/creator/undefined) [@grok](/creator/undefined) [@joinditto](/creator/undefined) [@smartsyncserv](/creator/undefined) [@finstor85](/creator/undefined) [@discord](/creator/undefined) [@icicidirect](/creator/undefined) [@indmoneyapp](/creator/undefined) [@mohammed11saleh](/creator/undefined) [@sidhant](/creator/undefined) [@claudeai](/creator/undefined) [@madhav7887](/creator/undefined) [@amit97](/creator/undefined) [@suru27](/creator/undefined) [@saurabhsawh](/creator/undefined) [@nasdaqpapi](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Advanced Micro Devices (AMD)](/topic/$amd) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The best companies in India Pharma are still privately held. Take for example ACG Capsules Ltd"  
[X Link](https://x.com/itsTarH/status/1394246074584375297)  2021-05-17T10:59Z 123.8K followers, [--] engagements


"Not everyone has the resources to enter Biosimilar markets The science of #Biocon remains unseen esp. by CSLA analysts"  
[X Link](https://x.com/itsTarH/status/1401797655584337922)  2021-06-07T07:06Z 118.4K followers, [---] engagements


"This is an interesting company. A good proxy play on FMCG and Food Delivery companies. Remains unseen. Detailed post on this coming soon 🎯 D: invested this is not Investment advice looking for solution for Ice cream packaging New Innovation :) #RPPL #Masterinthermoforming #plasticword @LtdPolypack https://t.co/7tfCrKVbZe looking for solution for Ice cream packaging New Innovation :) #RPPL #Masterinthermoforming #plasticword @LtdPolypack https://t.co/7tfCrKVbZe"  
[X Link](https://x.com/itsTarH/status/1402939497138982914)  2021-06-10T10:43Z 117.2K followers, [---] engagements


"Go back in time and you will see how Indian pharma is connected. Divis and Dr Reddy started out together. The promoter of SMS Pharma was once an employee of Murali Divi. The industry that started as an experiment in 80's is now pharmacy of the world https://www.forbesindia.com/article/india-rich-list-2014/murali-divi-the-accidental-chemist/38771/1 https://www.forbesindia.com/article/india-rich-list-2014/murali-divi-the-accidental-chemist/38771/1"  
[X Link](https://x.com/itsTarH/status/1404856434781671424)  2021-06-15T17:40Z 118.1K followers, [---] engagements


"When Murali Divi resigned from his position [---] people followed him to join his new company Divis Labs"  
[X Link](https://x.com/itsTarH/status/1404858128655523843)  2021-06-15T17:47Z 118.1K followers, [--] engagements


"Berkshire Hathaway's Concentrated Portfolio Approach The latest portfolio is below with top [--] positions (Apple and Bank of America) accounting for 53% of the entire portfolio There is a reason Modern Portfolio Theory was invented by economists and not by investors"  
[X Link](https://x.com/itsTarH/status/1406210124239163394)  2021-06-19T11:19Z 123.3K followers, [---] engagements


"#IEX This is a cash cow in my portfolio expect it to create wealth in the form of dividends and share buybacks. I view this a technology company that happens to be in the business of energy exchange"  
[X Link](https://x.com/itsTarH/status/1408808172517695493)  2021-06-26T15:23Z 119.1K followers, [---] engagements


"One of the best earnings call I have attended #RACLGearTech This company will scale heights"  
[X Link](https://x.com/itsTarH/status/1410929295283802126)  2021-07-02T11:52Z 118.2K followers, [---] engagements


"Comparison of various Global Food Tech (Delivery) companies. Some are more mature than others (Meituan) where as some are relatively new (Grab DoorDash). Gives an idea of fair market cap for such companies based on market dynamics and order values. #ZomatoIPO"  
[X Link](https://x.com/itsTarH/status/1413080725629276166)  2021-07-08T10:21Z 118.4K followers, [---] engagements


"$VRSN VeriSign Inc one of the biggest moated business in the world. Provides domain name registry service essential for any website to work. Stock price is still 13% away from its high created during the dot com boom of [----] [--] years ago. Too high a price is a real thing"  
[X Link](https://x.com/itsTarH/status/1416769422358847491)  2021-07-18T14:38Z 120.3K followers, [---] engagements


"Syngene Q1 FY [--] Earnings Call There are [---] Biotech companies listed in US UK Germany and Israel. (many times more that are not listed) [---] of these (92%) have a market cap of less than [--] Billion USD. Where do you think these go for development and manufacturing work - China and India #CDMO There are [---] Biotech companies listed in US UK Germany and Israel. (many times more that are not listed) [---] of these (92%) have a market cap of less than [--] Billion USD. Where do you think these go for development and manufacturing work - China and India #CDMO"  
[X Link](https://x.com/itsTarH/status/1418125179348160512)  2021-07-22T08:26Z 118.2K followers, [--] engagements


"#IEX At 32% CAGR Revenue doubles every [----] years. All this while margins keep increasing"  
[X Link](https://x.com/itsTarH/status/1418426560978198534)  2021-07-23T04:23Z 117.4K followers, [---] engagements


"And Bill Hwang would lose $20 Billion"  
[X Link](https://x.com/itsTarH/status/1426496741600239618)  2021-08-14T10:51Z 121.5K followers, [--] engagements


"Why did Bill Hwang lose all his wealth with the drop of a single stock Cause Bill Hwang was levered massively. He used a financial instrument called a total return swap (which is a type of OTC derivative) to leverage all his positions"  
[X Link](https://x.com/itsTarH/status/1426496742753665030)  2021-08-14T10:51Z 121.5K followers, [--] engagements


"Find the $NFLX of today and never let it go $10000 to $15 Million 1500x in [--] years"  
[X Link](https://x.com/itsTarH/status/1427676706324631554)  2021-08-17T17:00Z 117.5K followers, [--] engagements


"This is an excellent example on how to do industry and company research Acetic Anhydride to Paracetamol link Jubilant Ingrevia for Acetic Anhydride capacity JLS old con call for supply metrics Granules AR for plant details Thank you for sharing your research with us Punit sirπŸ™"  
[X Link](https://x.com/itsTarH/status/1431947591319633920)  2021-08-29T11:51Z 127.6K followers, [---] engagements


"Next [--] year CAGR for Laurus Group of Businesses FY [--] to FY [--] Laurus Generics: 30% Laurus Synthesis: 45% Laurus Bio: 130% Source: DAM Capital #LaurusLabs #LaurusBio #LaurusSynthesis"  
[X Link](https://x.com/itsTarH/status/1440347986840588299)  2021-09-21T16:11Z 120.7K followers, [---] engagements


"Bought more #LaurusLabs at 528/share Market seems to have forgotten that most of FDF capacity came online this Quarter The kind of alerts I like to see :) https://t.co/YBYLppuB06 The kind of alerts I like to see :) https://t.co/YBYLppuB06"  
[X Link](https://x.com/itsTarH/status/1451462242310889479)  2021-10-22T08:15Z 118.7K followers, [---] engagements


"If you always wondered why #DivisLabs sells at such high multiples that keep on increasing Answer is in this Qtr's result Entire API industry reported margin contractions Divis reported increase in both PAT & Margins [--] Reasons - Long Term Contracts - Backwards Integration"  
[X Link](https://x.com/itsTarH/status/1456927031984226305)  2021-11-06T10:10Z 117.4K followers, [---] engagements


"While I keep (and will continue) criticizing most new age companies for their present day valuations and multiple I am incredibly proud for the large employment base they have created Zomato employed [---] Lakh delivery personnel in Q2FY22 Avg Pay: 25K per month"  
[X Link](https://x.com/itsTarH/status/1458457030096609281)  2021-11-10T15:30Z 130.7K followers, [---] engagements


"Biologics is a high gestation and high investment area within the Pharma industry Typical development times range in many years and take about 5+ years on average to really scale up and transition to commercial production This also translate into high barriers of entry"  
[X Link](https://x.com/itsTarH/status/1461635796335673347)  2021-11-19T10:01Z 126.5K followers, [---] engagements


"By acquiring Richcore Laurus circumvented all of that and got itself the technical skills required to build a foundation for a Biologics business"  
[X Link](https://x.com/itsTarH/status/1461635804048998400)  2021-11-19T10:01Z 126.5K followers, [---] engagements


"Earlier this year (April 16th) posted this on ValuePickr Back of the envelope calculations for #BorosilRenewables Slowly and steadily it's marching on towards its intrinsic value"  
[X Link](https://x.com/itsTarH/status/1462651514426589185)  2021-11-22T05:17Z 118.6K followers, [---] engagements


"What moat does a company have if anyone in the world can copy Cult releases a Peloton copycat for the Indian market $PTON"  
[X Link](https://x.com/itsTarH/status/1463833189143572484)  2021-11-25T11:33Z 118.1K followers, [---] engagements


"One of the key beneficiary of Hydrogen Boom in India will be existing oil and gas players like GAIL Sells today at a PE of [--] Check back on PE of GAIL in [----] #GreenHydrogen #GAIL D: No Positions"  
[X Link](https://x.com/itsTarH/status/1467739848500924416)  2021-12-06T06:17Z 117.6K followers, [---] engagements


"Digital Realty owns and operates data centers across the world for some of the biggest tech firms in the world In return it charges them a fee/rent for its services which is then distributed to the REIT holders"  
[X Link](https://x.com/itsTarH/status/1472144228931104772)  2021-12-18T09:58Z 117K followers, [--] engagements


"Interested in Hospitals Here is a Hospital REIT for you"  
[X Link](https://x.com/itsTarH/status/1472144253425897472)  2021-12-18T09:58Z 117K followers, [--] engagements


"Answering other common questions [--]. The picture is from Microsoft Excel not an app you don't need fancy software to do everything [--]. Nasdaq [---] is Motilal Nasdaq MF [--]. China Fund is Edelweiss China MF [--]. Ingrevia imo is Deepak Nitrite with a [--] year delay"  
[X Link](https://x.com/itsTarH/status/1476487252792385536)  2021-12-30T09:36Z 128.6K followers, [---] engagements


"The second tool is called Quantitative Easing This was established right after financial crisis of [----] where US Fed intervened expanded its Open Market Operations and started buying US Treasury Bills and Bonds along with select corporate securities"  
[X Link](https://x.com/itsTarH/status/1479061544684056579)  2022-01-06T12:05Z 118.4K followers, [--] engagements


"Quantitative Easing helps control the money supply in the economy Fed effectively spends USD [---] Billion per month in buying these bonds and other securities from the financial markets This makes US Fed the single largest market participant in US Financial Markets"  
[X Link](https://x.com/itsTarH/status/1479061551046742018)  2022-01-06T12:05Z 117.7K followers, [--] engagements


"Demerged entity of Motherson to be a 40% ROCE business πŸ”Œ Lucrative special situations opportunity Not a Buy/Sell recommendation"  
[X Link](https://x.com/itsTarH/status/1480882583902720003)  2022-01-11T12:41Z 129K followers, [---] engagements


"Adobe $ADBE 88.2% Gross Margins 40%+ EBITDA Margins 33%+ Op. Margins 22% YoY stable sustainable growth rate Pure SaaS Business Selling for 13x Sales further selling should make it 10x Sales"  
[X Link](https://x.com/itsTarH/status/1483136560849895424)  2022-01-17T17:58Z 119K followers, [---] engagements


"#Mastek Q3FY22 Results Interim Dividend of Rs [--] Revenue 2.95% QoQ 25.8% YoY Dec'20 Topline πŸ‘‰ 443cr Dec'21 Topline πŸ‘‰ 557.65cr EBITDA Margin at 21.1% Order Backlog grew by 34.3% YoY to $171M Added [--] New Clients in Q3FY22 Attrition seems to be stabilizing"  
[X Link](https://x.com/itsTarH/status/1483872448336785409)  2022-01-19T18:42Z 121.3K followers, [---] engagements


"Oracle Highlighting Evosys on its main Migrate to Oracle from SAP Campaign page"  
[X Link](https://x.com/itsTarH/status/1483874529479135232)  2022-01-19T18:50Z 121.3K followers, [--] engagements


"@rdkriplani And the Fed hasn't even announced its first rate hike yet"  
[X Link](https://x.com/itsTarH/status/1484623688574332928)  2022-01-21T20:27Z 129.2K followers, [--] engagements


"Finally 11% of Revenues come from Synthesis business This is your CDMO business which is growing fast and I mean blazing fast clocking in growth rates of over 63% YoY 34% QoQ"  
[X Link](https://x.com/itsTarH/status/1486701372019904512)  2022-01-27T14:03Z 126.5K followers, [---] engagements


"Less than 1% of Revenues today come from Laurus Bio which is their investment into recombinant proteins (acquisition of Richcore) CAR-T etc. (other investments) do not generate any revenue (yet)"  
[X Link](https://x.com/itsTarH/status/1486701379645165571)  2022-01-27T14:03Z 126.5K followers, [--] engagements


"Russia and Europe Conflict Explained If this war breaks out and Russia annexes Ukraine there can be big repercussions in the energy market esp. oil and gas. A $100 Oil is no good for countries like India https://youtu.be/LJNtfyq3TDE https://youtu.be/LJNtfyq3TDE"  
[X Link](https://x.com/itsTarH/status/1487448414447181830)  2022-01-29T15:31Z 117.6K followers, [---] engagements


"Sharing an example out of my investment notebook to help showcase how an investment thesis is made If you have done your research correctly you should be able to explain the thesis in a single page [--] pager on Indiabulls and Embassy Merger https://tarworkspace.notion.site/Indiabulls-Embassy-Merger-One-Pager-Investment-Thesis-94fd405e24dd4f6a8d02f79df361aa2d https://tarworkspace.notion.site/Indiabulls-Embassy-Merger-One-Pager-Investment-Thesis-94fd405e24dd4f6a8d02f79df361aa2d"  
[X Link](https://x.com/itsTarH/status/1488161486774349829)  2022-01-31T14:45Z 121.4K followers, [---] engagements


"A portfolio construction approach for Mr. A is not suitable for Mrs. B and visa versa"  
[X Link](https://x.com/itsTarH/status/1490243403933630474)  2022-02-06T08:38Z 118.1K followers, [--] engagements


"2 What is my Risk Profile Once you have decided your goals from investing you can move on to determining your Risk Profile"  
[X Link](https://x.com/itsTarH/status/1490243410954842113)  2022-02-06T08:38Z 117.4K followers, [--] engagements


"Top Hedge Fund Earners of 2021πŸͺ™ Jim Simons leads with $3.4 Billion pay day πŸ’°πŸ’°πŸ’°"  
[X Link](https://x.com/itsTarH/status/1501923617952567302)  2022-03-10T14:11Z 117.4K followers, [---] engagements


"Now almost back to where we started I may add more to my position post Fed March Rate Hike Upstart now up 90% for me in [--] days 2% of PF became 4% of PF Upstart now up 90% for me in [--] days 2% of PF became 4% of PF"  
[X Link](https://x.com/itsTarH/status/1503413926880415751)  2022-03-14T16:53Z 118.1K followers, [---] engagements


"Fed Rate Hike doesn't matter as much as Fed Chairman speech after the rate hike S&P [---] is down 1% in last [--] mins Powell starts speaking at midnight IST link to watch below https://www.youtube.com/watchv=jBAn9J-7Bkw https://www.youtube.com/watchv=jBAn9J-7Bkw"  
[X Link](https://x.com/itsTarH/status/1504158668220416002)  2022-03-16T18:12Z 118K followers, [---] engagements


"Interesting never expected this from a company like Hero Will wait for more clarity on this and reassess my existing position Current position size: 3% of PF #JustIn Hero MotoCorp made over Rs [----] crore bogus expenses I-T search reveals (From Agencies) @HeroMotoCorp #HeroMotoCorp #IncomeTax #StocksToWatch #StockMarketIndia https://t.co/AVPWeKoV71 #JustIn Hero MotoCorp made over Rs [----] crore bogus expenses I-T search reveals (From Agencies) @HeroMotoCorp #HeroMotoCorp #IncomeTax #StocksToWatch #StockMarketIndia https://t.co/AVPWeKoV71"  
[X Link](https://x.com/itsTarH/status/1508737807615164423)  2022-03-29T09:28Z 119K followers, [---] engagements


"The total amount here is negligible for a company like Hero with $2B in cash reserves but if there is malpractice in tax evasion then who's to say the financial accounts are correct Takes decades to build a reputation and minutes to destroy it"  
[X Link](https://x.com/itsTarH/status/1508738717544239104)  2022-03-29T09:31Z 119K followers, [---] engagements


"Mahindra Logistics acquires a majority stake in tech enabled eCommerce and Last Mile Delivery Service Logistics is a direct beneficiary of eCommerce growth in India D: No positions"  
[X Link](https://x.com/itsTarH/status/1512655211277422593)  2022-04-09T04:54Z 129.9K followers, [---] engagements


"The Tata Power deal Effect :) Remains largest position in my portfolio Company sells for less than 15PE on FY24 EPS even after today's move"  
[X Link](https://x.com/itsTarH/status/1515934641588695040)  2022-04-18T06:05Z 117.2K followers, [---] engagements


"ASML has a backlog of orders for technology that will be invented in next [--] years Gorilla sized Moat if there was one"  
[X Link](https://x.com/itsTarH/status/1516778819621093376)  2022-04-20T14:00Z 118.1K followers, [---] engagements


"Cracks in US High Yield bond market have started to emerge Credit Spreads on junk bonds have topped [---] bps (first time since Nov'20) Firms with weak balance sheets poor credit ratings etc. are about to face a very hard time raising money Expect bankruptcies if this continues"  
[X Link](https://x.com/itsTarH/status/1537674037417345024)  2022-06-17T05:50Z 117.4K followers, [---] engagements


"The lesson I learnt from the rise & fall of $SHOP is that at a certain price even the best of companies can be way too overvalued Buy & Hold Coffee Can etc. sounds good for investing books IRL you have to sell (or at least put a stop loss) when valuations are overheated"  
[X Link](https://x.com/itsTarH/status/1544321429650702337)  2022-07-05T14:04Z 117.3K followers, [---] engagements


"SNAP earnings are a sign of an oncoming business slowdown in US Slow growth despite an 18% growth in DAU just shows how businesses are spending less in advertising (abnormal for a typical market) Meta and Google needs to revalidate this thesis based on their earnings guidance"  
[X Link](https://x.com/itsTarH/status/1550544039396577281)  2022-07-22T18:11Z 117.4K followers, [---] engagements


"Today Nifty knows no resistance All call writers covered everything today Need to see if we sustain above [-----] for next few days Difference b/w futures & spot at one point was more than a [---] points"  
[X Link](https://x.com/itsTarH/status/1564548367308402688)  2022-08-30T09:39Z 119.7K followers, [---] engagements


"Tick. Tock. Tick. πŸ’₯πŸ’£"  
[X Link](https://x.com/itsTarH/status/1576220937623523328)  2022-10-01T14:42Z 118.1K followers, [---] engagements


"2008: Lehman & US 2022: Credit Suisse & UK"  
[X Link](https://x.com/itsTarH/status/1576221161654222848)  2022-10-01T14:43Z 118K followers, [---] engagements


"Market is pricing #SChand as if the earnings will provide a negative growth rate for next decade On the contrary the company's operating leverage has just started to play out Reducing debt + lot of short/medium term earnings triggers"  
[X Link](https://x.com/itsTarH/status/1592006844759040000)  2022-11-14T04:09Z 119.9K followers, [---] engagements


"ChatGPT version of this thread It's the weekend Grab a cup of coffee in this thread I will explain [--]. What is Dupont Method for ROE [--]. What is the difference between ROE ROCE and ROIC [--]. How to identify companies that will improve their ROCE in future Lets dive right in. https://t.co/Co7LFFYto9 It's the weekend Grab a cup of coffee in this thread I will explain [--]. What is Dupont Method for ROE [--]. What is the difference between ROE ROCE and ROIC [--]. How to identify companies that will improve their ROCE in future Lets dive right in. https://t.co/Co7LFFYto9"  
[X Link](https://x.com/itsTarH/status/1598558621402439682)  2022-12-02T06:04Z 117.6K followers, [--] engagements


"The parent company of #Selan is building assets in India to produce Hydrogen with direct carbon capture"  
[X Link](https://x.com/itsTarH/status/1617564884966805506)  2023-01-23T16:48Z 129.4K followers, 49.7K engagements


"From their bottoms a few months ago both $META and $NFLX are up 100% That's the tweet"  
[X Link](https://x.com/itsTarH/status/1621002333701419009)  2023-02-02T04:27Z 117.3K followers, 72.2K engagements


"BASF is permanently shutting down plants in Europe *TDI here stands for Toluene Diisocyanate GNFC makes TDI in India Aarti Industries has products too in Toluene value chain Toluene is also used as a solvent in API industry"  
[X Link](https://x.com/itsTarH/status/1629030814410477568)  2023-02-24T08:09Z 125K followers, 102.2K engagements


"In Feb'23 Insiders in very few listed tech companies are selling their stakes After a large PE Fund sale in Coforge #KPITTech is the second (and only noteworthy one from this list) where promoters have sold 132.04cr worth of shares Stock is trading at ATH"  
[X Link](https://x.com/itsTarH/status/1632281956791767040)  2023-03-05T07:28Z 117.3K followers, 114.7K engagements


"#AartiIndustries Revenue FY 1992: 25crs FY 2022: 7000crs A CAGR of 20.66% for [--] years"  
[X Link](https://x.com/itsTarH/status/1644049202887163910)  2023-04-06T18:47Z 118.3K followers, 57.4K engagements


"One man playing make believe & the whole world watching along so weird Whats even the point of all this Middle East nations own more of UK than you do Your networth is half of your PM Only thing you can compete with in sales is Disney merchandize"  
[X Link](https://x.com/itsTarH/status/1654810206549991424)  2023-05-06T11:27Z 117.8K followers, 45.3K engagements


"7% downmove pending for FinTwit to start labelling this as a 'Pump and Dump' #Saregama"  
[X Link](https://x.com/itsTarH/status/1666482059219697666)  2023-06-07T16:27Z 113.2K followers, 31.3K engagements


"D: I dont own any of it Learn to identify distribution and accumulation via price/volume action - helps a lot"  
[X Link](https://x.com/itsTarH/status/1666484420164059136)  2023-06-07T16:37Z 113.2K followers, 11.9K engagements


"Whenever I dont like the answer I ask it to provide more detailed version and its usually bang on"  
[X Link](https://x.com/itsTarH/status/1668314358861135873)  2023-06-12T17:48Z 107.1K followers, [----] engagements


"In my experience so far have come across the below early stock triggers Usually companies exhibiting these tend to do well in next 2-3 years Anything else I should add"  
[X Link](https://x.com/itsTarH/status/1668348881741185025)  2023-06-12T20:05Z 107.1K followers, 71.2K engagements


"In mutual funds you're betting on the manager not the fund Screen by manager's past record and not the fund's"  
[X Link](https://x.com/itsTarH/status/1669209583129362432)  2023-06-15T05:05Z 130.8K followers, 22.3K engagements


"Tomorrow is the final day to remit money abroad for investing without the 20% TCS (tax at source) Starting 1st July you will be charged flat 20% TCS on any funds added to your international brokerage account This 20% can be claimed against your final tax bill at end of the yr"  
[X Link](https://x.com/itsTarH/status/1674311445385977857)  2023-06-29T06:58Z 107.1K followers, [--] engagements


"@FalakKalyani Risk as in his stake being low He has lot of stock options + his comp is based on a % of net profit based on hitting certain milestones in revenue and profitability So incentives are aligned"  
[X Link](https://x.com/itsTarH/status/1674448264865914883)  2023-06-30T02:20Z 107.1K followers, [---] engagements


"Post merger HDFC will be the 4th most valuable bank in the world Incredible feat (Now only if they can do something about their internet banking interface)"  
[X Link](https://x.com/itsTarH/status/1674991537242128385)  2023-07-01T04:01Z 115K followers, 30.5K engagements


"This week in #TheWrap 🌯 A tsunami of corporate filings 🌯 New IPOs hit the block 🌯 Large cap Special Situations 🌯 The unknown and under-researched best performer of this week (its not the one you think) All this & more - read it exclusively in [--] mins"  
[X Link](https://x.com/itsTarH/status/1677912968347123719)  2023-07-10T05:40Z 107.1K followers, 16.8K engagements


"@pranavrshah It's a precursor to eventual three way demerger of Reliance - one for each child of Mukesh Ambani They are spinning off the 'Reliance Strategic Ventures' entity for now which holds a bunch of businesses You may refer to their annual report to check further"  
[X Link](https://x.com/itsTarH/status/1677949897130270722)  2023-07-09T07:58Z 107.1K followers, [----] engagements


"Buying right insurance can be tough & confusing especially for the average person Agents looking to milk commissions by selling random policies makes its worse @joinditto is a service that helps you bypass all of that Here is a detailed review of my experience with them πŸ‘‡"  
[X Link](https://x.com/itsTarH/status/1678656628198117376)  2023-07-11T06:45Z 118.4K followers, 75.3K engagements


"Ditto is a third party insurance broker that specializes in term insurance as well as health insurance Unlike your distant LIC uncle who specializes in annuity policies Ditto is staffed with insurance experts who have one sole mission - to help you get right insurance coverage"  
[X Link](https://x.com/itsTarH/status/1678656631650025472)  2023-07-11T06:47Z 107.1K followers, [----] engagements


"When I started my corporate career - I knew I had to get three basics things in order to build a strong financial foundation for myself [--] Get a comprehensive Health Insurance [--] Get a no nonsense Term Insurance [--] Build an emergency Fund"  
[X Link](https://x.com/itsTarH/status/1678656634321797120)  2023-07-11T06:46Z 107.1K followers, [----] engagements


"Ditto's services can help you with the first two- buying the right Health Insurance and a Term Insurance plan What sets Ditto apart is [--] They never spam call you or pressure you to buy from them [--] They provide a 1-1 comprehensive review [--] They dont sell your information"  
[X Link](https://x.com/itsTarH/status/1678656636922245121)  2023-07-11T06:46Z 107.1K followers, [----] engagements


"In my case I opted for Ditto's services to review my existing health insurance policies for myself as well as my parents Here is how the process worked"  
[X Link](https://x.com/itsTarH/status/1678656639547891712)  2023-07-11T06:45Z 118.1K followers, [----] engagements


"Another insurance agent from a traditional insurance company would have most definitely asked me to port the insurance to their firm so they could earn a nice fat commission regardless of whether the insurance policy fits my requirements"  
[X Link](https://x.com/itsTarH/status/1678656647475109888)  2023-07-11T06:47Z 107.1K followers, [----] engagements


"Ditto is built on ethics first principles & thats why I recommend their services to everyone who is seeking to buy an insurance policy Even if you're not looking to buy one I would recommend setting up sometime with their experts to review your existing ones - its FREE to do so"  
[X Link](https://x.com/itsTarH/status/1678656650222108672)  2023-07-11T06:47Z 103.9K followers, [----] engagements


"If you do indeed end up buying an insurance from them - the added benefit is that in case of a claims process - you dont have to do anything Ditto takes care of the entire claims process on your behalf"  
[X Link](https://x.com/itsTarH/status/1678656652940316673)  2023-07-11T06:47Z 107.3K followers, [----] engagements


"Reliance enters data center business via a joint venture with Brookfield and Digital Realty Digital Realty is the oldest and worlds largest data center REIT"  
[X Link](https://x.com/itsTarH/status/1683734421067927552)  2023-07-25T07:02Z 129.8K followers, 26.9K engagements


"B2G cashflows while of lower quality than B2B/B2C doesnt necessarily make a company worth less Some of the largest companies in US rely entirely on B2G cashflows Blanket rules dont work in finance PS: Still wouldnt invest in a direct B2G company would look for a proxy instead"  
[X Link](https://x.com/itsTarH/status/1685192176266084352)  2023-07-29T07:34Z 104.3K followers, 13.9K engagements


"American Superconductor Corp is probably the only listed company in the market right now that benefits from the discovery of #LK99 Among other things the company makes high temperature superconductor (HTS) cables along with HTS motors for US Navy"  
[X Link](https://x.com/itsTarH/status/1686379470570307584)  2023-08-01T21:25Z 103.2K followers, 26.2K engagements


"For those asking about #LK99 and superconductivity here is a good simple [--] min video that explains it"  
[X Link](https://x.com/itsTarH/status/1686380493322002432)  2023-08-01T14:16Z 107.1K followers, 125.3K engagements


"Price jumped 44% today because several Chinese labs have proven existence of room temperature superconductor material LK99 There have been some reports from other Western labs as well nearly replicating similar results There is a very high chance LK99 is real"  
[X Link](https://x.com/itsTarH/status/1686382752126652417)  2023-08-01T14:48Z 107.1K followers, 18.7K engagements


"@Vathashimo Yes and the highest number of USFDA inspections happen at Aurobindo now πŸ˜…"  
[X Link](https://x.com/itsTarH/status/1688150599412686848)  2023-08-06T11:30Z 107.1K followers, [---] engagements


"Went long on both $NVDA and $META in Oct 2022"  
[X Link](https://x.com/itsTarH/status/1688573084205481984)  2023-08-07T15:29Z 107.1K followers, [---] engagements


"India's Cement Industry [--] Listed Companies Total Market Cap: [----] Lakh cr (USD [--] Billion) Top [--] account for 68% Top [--] account for 92.5% Total Sales: [----] Lakh cr (USD [----] Billion) Top [--] account for 50% Top [--] account for 82.5%"  
[X Link](https://x.com/itsTarH/status/1688968944311476224)  2023-08-08T17:42Z 104K followers, 40.4K engagements


"Risk played out in #CMSInfo today Promoter sold further 20% stake This when the CEO mentioned PE Fund has no further intention to sell any more stake in latest concallπŸ˜… This is a good growing high dividend paying business but I doubt share price will do much if after every 20% move PE fund is ready to sell more https://www.investkaroindia.co.in/p/cmsinfosystems https://www.investkaroindia.co.in/p/cmsinfosystems"  
[X Link](https://x.com/itsTarH/status/1689570673721749504)  2023-08-10T09:33Z 115.2K followers, 43.7K engagements


"Shivalik Bimetal Controls Promoters sold 9.5% of the company in open market this week Never a great sign when promoters dispose large stakes after a huge run up"  
[X Link](https://x.com/itsTarH/status/1690631013758832640)  2023-08-13T07:46Z 107.1K followers, 56.1K engagements


"Good Numbers from #FiemIndustries PAT grows by 19.67% vs same quarter previous year"  
[X Link](https://x.com/itsTarH/status/1691043597565763584)  2023-08-14T11:06Z 103.2K followers, 23.6K engagements


"76 years ago Oh How far have we come. To the next [--] πŸ₯‚ Happy Independence Day"  
[X Link](https://x.com/itsTarH/status/1691116648705712129)  2023-08-14T15:56Z 107.1K followers, 16.8K engagements


"🚨 Remote Job Alert 🚨 @joinditto is hiring for Remote Insurance Advisors Ditto is a Nithin Kamath backed startup that is making inroads into how insurance is sold in India (you know by doing this ethically - I know its shocking) Link to Apply: Requirements: Good Communication & Learning Skills No previous knowledge of insurance industry necessary they will teach you everything you need to know Competitive Salary (4.5 LPA) + Other Benefits (Performance Incentives Health Insurance etc.) + 100% Remote Application Process [--]. Go to link [--]. Submit a Video Resume [--]. Go Through Interview Rounds 4."  
[X Link](https://x.com/itsTarH/status/1691358057954246656)  2023-08-15T07:55Z 102.9K followers, 40.6K engagements


"International Conveyors Debt: 64.8cr Reserves: 209cr You know its a bull market when companies have started deploying 'shareholder funds' into direct equity and running their own portfolios instead of doing the sensible thing & investing in govt bonds/bills or mutual funds"  
[X Link](https://x.com/itsTarH/status/1691545710024663040)  2023-08-15T20:21Z 107.1K followers, 52.5K engagements


"Company: Issue Bonus Shares to make investors happy Also Company: Fractional shares left over what to do with these MD: I have an idea lets deposit these in my personal demat account instead of company demat account I will take 'responsibility' of these *wink wink*"  
[X Link](https://x.com/itsTarH/status/1692841871213814019)  2023-08-19T10:12Z 103.5K followers, 75.9K engagements


"TD Power Systems website is hacked by a Bangladeshi hacker group πŸ€―πŸ€·β™‚"  
[X Link](https://x.com/itsTarH/status/1692847813150032141)  2023-08-19T10:35Z 107.1K followers, 22.6K engagements


"Everything important that happened this week in Indian Stock Market in less than [--] Mins πŸ“Š Your weekly issue of #TheWrap 🌯 is now published πŸ‘‡ https://www.investkaroindia.co.in/p/thewrap008 https://www.investkaroindia.co.in/p/thewrap008"  
[X Link](https://x.com/itsTarH/status/1693133259260276820)  2023-08-20T05:30Z 113.8K followers, 20.2K engagements


"For a country that is largely dependent on oil imports its incredibly short sighted that we have only [---] days of oil strategic reserve capacity For comparison US is at 162days GOI should be investing in and increasing our oil storage capacity at least by 3x πŸ›’"  
[X Link](https://x.com/itsTarH/status/1693199493800599672)  2023-08-20T09:53Z 102.8K followers, 64.2K engagements


"@deepakmnadiger The is a great video about on ground reality of Ecuador"  
[X Link](https://x.com/itsTarH/status/1693526937657057560)  2023-08-21T07:34Z 107.1K followers, [---] engagements


"AI meets UPI Voice activated payments to allow rural India onboard faster to UPI"  
[X Link](https://x.com/itsTarH/status/1693647820547330443)  2023-08-21T15:34Z 107.1K followers, [----] engagements


"ABB to automate Reliance Life Sciences biosimilar and plasma proteins plant PS: Is there any industry where Mota bhai doesn't operate in"  
[X Link](https://x.com/itsTarH/status/1693858043673575716)  2023-08-22T05:30Z 107.1K followers, 20.8K engagements


"In the entire history of mankind only three countries have successfully performed a soft landing on the moon - US Former USSR and China Today is our chance to be the fourth Lets goooooo ISRO πŸš€πŸŒ•πŸ›° #Chandrayaan3 #countdowntohistory"  
[X Link](https://x.com/itsTarH/status/1694205327837929864)  2023-08-23T04:30Z 107.1K followers, 33.3K engagements


"Cineline Remains a trade rather than an investment Quarterly earnings run rate ramping up (24cr vs 50cr) Topline still dependent on Box Office collections + there are pricing pressures on F&B Upcoming Qtr results should be good Possible Turn Around #Cineline Company used be the largest cinema chain in [----] Got in RE + Hospitality (Malls Hotels) business and lost its way New Generation has taken over the company Started selling all non core assets (malls hotels) and plans to get back to cinema halls https://t.co/rwHJ3E7mih Possible Turn Around #Cineline Company used be the largest cinema chain"  
[X Link](https://x.com/itsTarH/status/1694258640604303602)  2023-08-23T08:01Z 114.3K followers, 10.6K engagements


"The reason why #Schand is up 20% this week NCF is finally released They have guided it to be a big growth trigger for them"  
[X Link](https://x.com/itsTarH/status/1695011282989289908)  2023-08-25T09:52Z 107.1K followers, 18.9K engagements


"Investment Banking jobs if not gone will never be as lucrative as early 2000s"  
[X Link](https://x.com/itsTarH/status/1695134707988775315)  2023-08-25T18:03Z 107.1K followers, 14.1K engagements


"Its only at the highest of valuations that the greatest risks often find their hidden invitations"  
[X Link](https://x.com/itsTarH/status/1695292487664017826)  2023-08-26T04:30Z 107.1K followers, [----] engagements


"Last Day to Register #MarketBreadthWebinar This webinar will teach you [--]. Use of Chartink Platform [--]. How to build a Market Breadth Dashboard [--]. Lifetime access to my personal Market Breadth Dashboard Link to Register: Recording available"  
[X Link](https://x.com/itsTarH/status/1695360702444400986)  2023-08-26T09:01Z 107.1K followers, [----] engagements


"BSE a company that makes 600cr+ in post tax profit cant invest in its website to improve data integrity Eg: SJS promoter selling transaction worth 54lakh cr instead of 540cr i have been wrecking my head for last hour figuring out why my systems didnt show me the transaction😠"  
[X Link](https://x.com/itsTarH/status/1695370076978094277)  2023-08-26T09:38Z 107.1K followers, 19.5K engagements


"Everything important that happened this week in Indian Stock Market πŸ“Š Your weekly issue of #TheWrap 🌯 is now published πŸ‘‡"  
[X Link](https://x.com/itsTarH/status/1695669974227112240)  2023-08-27T05:30Z 107.1K followers, 29.4K engagements


"⚠67% of Indians make this personal finance mistake and it's a BIG One Paying medical bills out of pocket Medical costs and lack of medical insurance is driving [--] million Indians to poverty every year But how Brought to you by @joindittoπŸ‘‡"  
[X Link](https://x.com/itsTarH/status/1696064303768752411)  2023-08-28T07:36Z 102.2K followers, 13.3K engagements


"Healthcare Inflation in India is around 12% with cost of surgeries increasing at a faster pace While healthcare is becoming more accessible room rates are also increasing at a faster pace A single private room in a private hospital in Bengaluru can cost you over 10K a day"  
[X Link](https://x.com/itsTarH/status/1696064310974500995)  2023-08-28T07:36Z 118.4K followers, [----] engagements


"That means even if you compound your earnings by 10% every year & continue to pay out of pocket for any medical procedures - you would eventually wipe out your gains Healthcare needs dont arise with a notice - you have to be prepared at all times to meet the medical expenses"  
[X Link](https://x.com/itsTarH/status/1696064313788895416)  2023-08-28T07:36Z 107.1K followers, [----] engagements


"Finally there are NO Tax benefits on out-of-pocket medical expenses But if you have a health insurance you can protect your savings avail of tax benefits and beat medical inflation all at the same time So heres what you should do πŸ‘‡"  
[X Link](https://x.com/itsTarH/status/1696064316393541931)  2023-08-28T07:36Z 107.1K followers, [---] engagements


"You know the writing is on the wall when oil lubricant companies start acquiring EV Fast Charger companies"  
[X Link](https://x.com/itsTarH/status/1696508336781561901)  2023-08-29T13:01Z 107.1K followers, 30.9K engagements


"Here is Titagarh as an example for comparision"  
[X Link](https://x.com/itsTarH/status/1696784701829283843)  2023-08-30T07:19Z 118.4K followers, [----] engagements


"@Shii52041457 Please read CMT L1 books - I cannot teach TA in a tweet buddy"  
[X Link](https://x.com/itsTarH/status/1696802747142873523)  2023-08-30T08:31Z 118.4K followers, [---] engagements


"What new special situations (mergers spin offs etc.) in India are you tracking In my track list: Shriram Asset Management (Management change) Sanofi (spin off of domestic branded vertical)"  
[X Link](https://x.com/itsTarH/status/1697644341106511951)  2023-09-01T16:15Z 102.6K followers, 30.3K engagements


"Tata Motors 50%+ YoY growth in EV Passenger Cars"  
[X Link](https://x.com/itsTarH/status/1697883923983077868)  2023-09-02T08:07Z 107.1K followers, 18.8K engagements


"Som Distilleries promoter doesnt stop still buying shares more than [---] years later Bought 133.72cr worth 5.41% of current market cap"  
[X Link](https://x.com/anyuser/status/1697903680933306787)  2023-09-02T09:25Z [--] followers, 38.9K engagements


"This first came into my radar in Feb [----] when promoter first bought shares Stock is up 8x since"  
[X Link](https://x.com/itsTarH/status/1697905746057535563)  2023-09-02T09:34Z 107.1K followers, [----] engagements


"Issue #10 of #TheWrap 🌯 is now published Everything important that happened in Indian Markets in [--] mins or less πŸ‘‡"  
[X Link](https://x.com/itsTarH/status/1698206690401980779)  2023-09-03T05:30Z 107.1K followers, 18.2K engagements


"Everything about SEBI's Research Analyst license is for the lack of a better word - 'stupid' (I want to use more colorful adj here but rather not) From the whole application process to scrutiny post getting the license More Regulation = Better Governance"  
[X Link](https://x.com/itsTarH/status/1698361179381645753)  2023-09-03T15:43Z 107.1K followers, 24.7K engagements


"@Madhav7887 Before demerger added majority last week"  
[X Link](https://x.com/itsTarH/status/1698761556455198732)  2023-09-04T18:14Z 107.1K followers, [---] engagements


"New High #AartiPharmaLabs πŸ™Œ Bull market effect πŸ‚"  
[X Link](https://x.com/itsTarH/status/1698912856585240611)  2023-09-05T04:16Z 107.1K followers, 14.3K engagements


"Google is working with American Airlines to reduce climate change - by flying more airplanes ✈"  
[X Link](https://x.com/itsTarH/status/1698963651028475997)  2023-09-05T07:37Z 103.2K followers, [----] engagements


"Where are we in the market cycle Percentage of small cap stocks above 40W EMA Aug 14th: 68% Today: 80% Small caps usually make a peak when 90% of universe is trading above 40W EMA Dont be in a rush to book profits while also not being excessively greedy"  
[X Link](https://x.com/itsTarH/status/1699310769714708567)  2023-09-06T06:37Z 107.1K followers, 41.7K engagements


"My Entire Process #TheWrap is basically a culmination of my entire process Read all important corporate announcements (Daily) Go through all 2000+ charts manually (Weekly) Make a list of strong stocks (Weekly) Identify ideas & sectors based on insider trades (Weekly) Fundamentally screen and research on strong stocks (Continuous) Investing Styles: Proxy Investing Thematic Sectors Fundamentally strong balance sheets Special Situations Margin of safety is a theme that cuts across I leverage a lot of self built tech and data to help reduce the workload Its still hard work but rewards and love"  
[X Link](https://x.com/itsTarH/status/1699507170478592060)  2023-09-06T19:37Z 102.8K followers, 60.5K engagements


"@PatilInvests I will I have a full time job and the blog is free so priority is already my job and career"  
[X Link](https://x.com/itsTarH/status/1699644084263256508)  2023-09-07T04:41Z 103.4K followers, [---] engagements


"Phatega #BandhanBank"  
[X Link](https://x.com/itsTarH/status/1699734952743674013)  2023-09-07T10:42Z 125K followers, 54.5K engagements


"They were not forced to sell their shareholding is already 75% as of Aug'22 Post this sale its now around 72%"  
[X Link](https://x.com/itsTarH/status/1700045960066511018)  2023-09-08T07:18Z 107.1K followers, [----] engagements


"Chasing IPO allotments is the worst return on time invested for an investor"  
[X Link](https://x.com/itsTarH/status/1700048697667760148)  2023-09-08T07:29Z 107.1K followers, 28.8K engagements


"Borosil Renewable Q2 onwards results will keep getting better German acquisition repair is completed and capacity expanded Recently added new capacity will also yield results Topline should expand helping margins"  
[X Link](https://x.com/itsTarH/status/1700052873365901745)  2023-09-08T07:46Z 107.1K followers, 33.9K engagements


"IBM first previewed Watson in [----] - a whole 10+ yr lead than the likes of Open AI Meta Microsoft and Google Today IBM isn't even part of the AI conversation"  
[X Link](https://x.com/itsTarH/status/1700100834896568655)  2023-09-08T10:56Z 107.1K followers, 17.4K engagements


"Starting tomorrow #TheWrap 🌯 will cover NSE announcements in addition to the already existing BSE Announcements Subscribe for Free πŸ‘‡ https://www.investkaroindia.co.in/subscribe https://www.investkaroindia.co.in/subscribe"  
[X Link](https://x.com/itsTarH/status/1700447186516062344)  2023-09-09T09:52Z 118K followers, 16.7K engagements


"These days while reviewing insider trades - I try very hard to find buy transactions in an otherwise sea of sell transactions There is maybe [--] buy for every [--] sells"  
[X Link](https://x.com/itsTarH/status/1700505423173091747)  2023-09-09T13:44Z 102.1K followers, 13.2K engagements


"On the other hand there is a lot of fund raising activity with loads of QIPs and investments Just this week among popular names that raised funding are - Nazara (510cr) Jupiter Wagons (700cr) Som Distilleries (350cr)"  
[X Link](https://x.com/itsTarH/status/1700505732112908565)  2023-09-09T13:45Z 102.1K followers, [----] engagements


"@rdkriplani @Amit___97 Just a chart in The Wrap tomorrow :) have added interesting metrics around the bull market vs bubble debate the broader market is having"  
[X Link](https://x.com/itsTarH/status/1700565607836684489)  2023-09-09T17:43Z 107.1K followers, [----] engagements


"Laurus Labs After a long time fundamentally I still believe we are 2-4 quarters away from any earnings based triggers But hey the chart looks great"  
[X Link](https://x.com/itsTarH/status/1700606833424216352)  2023-09-09T20:27Z 107.1K followers, 36.6K engagements


"Balu Forge Industries No idea about fundamentals in this - but lot of fund raising events + promoter buying this week"  
[X Link](https://x.com/itsTarH/status/1700619262308790474)  2023-09-09T21:16Z 107.1K followers, 48.4K engagements


"Latest issue of #TheWrap 🌯 is now published Read it here πŸ‘‡"  
[X Link](https://x.com/itsTarH/status/1700743404865630670)  2023-09-10T05:30Z 107.1K followers, 29K engagements


"Merger Pressman & Signpost India merger approved by NCLT Signpost India will list its shares on BSE + NSE Post listing Pressman Advertising will merge into Signpost India Merger Ratio (1:1) Read more in the latest edition of #TheWrap 🌯"  
[X Link](https://x.com/itsTarH/status/1700811386635624608)  2023-09-10T10:00Z 107.1K followers, 15.4K engagements


"Nazara Tech raised 510cr this week from Nitin Kamath Nikhil Kamath and SBI Mutual Funds at 20% discount to current market price Read more such handpicked corporate filings in the latest edition of #TheWrap 🌯"  
[X Link](https://x.com/itsTarH/status/1700879313758023737)  2023-09-10T14:30Z 102.4K followers, 25.3K engagements


"Mazagon Dock Shipbuilders signs a Master Ship Repair Agreement with US Navy Only second shipyard in India to do so Read more such handpicked corporate filings in the latest edition of #TheWrap 🌯"  
[X Link](https://x.com/itsTarH/status/1700898182593716503)  2023-09-10T15:45Z 107.1K followers, 22.5K engagements


"One of the reasons Singapore as a nation/state is so successful is that they attract the best talent to work in public sector All Singapore public salaries are benchmarked to be higher than that of a similar private sector pay scale Incentives matter"  
[X Link](https://x.com/itsTarH/status/1701212200671887541)  2023-09-11T12:32Z 107.1K followers, 29K engagements


"Look at the average cash volumes What a crazy rise post mid Aug"  
[X Link](https://x.com/itsTarH/status/1701275721019334894)  2023-09-11T16:45Z 107.1K followers, 13.7K engagements


"@latestinspace Just one in my life I am waiting for the news Breaking 🚨 NASA confirms substantial proof of sentient alien life Would be amazing if it happens in my lifetime 🀞"  
[X Link](https://x.com/itsTarH/status/1701338644307652931)  2023-09-11T20:55Z 107.1K followers, 16.8K engagements


"If someone is interested in data - [---] stocks are below 5% while [---] are below 3% today Last time more than [---] stocks were below 5% in a day was 23rd December [----] This is a market wide profit booking"  
[X Link](https://x.com/itsTarH/status/1701487380027650373)  2023-09-12T06:46Z 107.1K followers, 16.5K engagements


"These are the stocks standing strong amid today's sell off"  
[X Link](https://x.com/itsTarH/status/1701488161149571213)  2023-09-12T06:49Z 102.2K followers, 24.9K engagements


"Such wide single day sell offs (and yes this is a sell off - argue with me all you want) are quite rare Below is a chart of stocks close below 3%5% and 10% in a single day As you can see today was one of the peaks in a very long time - last one was Dec 23rd 2022"  
[X Link](https://x.com/itsTarH/status/1701538082070450359)  2023-09-12T10:07Z 107.1K followers, 69.9K engagements


"Wireless charging for 4W is going to be huge ⚑ Some companies in India that are part of the wireless charging value chain Uno Minda Cosmo Ferrites Balu Forge"  
[X Link](https://x.com/itsTarH/status/1701631665444151633)  2023-09-12T16:19Z 107.1K followers, 75.8K engagements


"Tim Apple: "Our iPhone Pro uses same aluminum grade as that of Mars Rover That will be [---] lakh""  
[X Link](https://x.com/itsTarH/status/1701656901099122887)  2023-09-12T17:59Z 107.1K followers, [----] engagements


"@rdkriplani @kaushaal03 Some group level restructuring seems to be on the cards as well I see a lot of filings from National Peroxide these days"  
[X Link](https://x.com/itsTarH/status/1701933362167054419)  2023-09-13T12:18Z 107.1K followers, [--] engagements


"$APPL Apple Inc 40% return in [--] years Its time to move on from iPhones to next generation of products Those Vision Pros better sell"  
[X Link](https://x.com/itsTarH/status/1702031020214862062)  2023-09-13T18:46Z 113.1K followers, 20K engagements


"@The_Ankit_Joshi they still have the best balance sheet of any business in the world when you have that kind of money (greater than 90% of the countries in the world) you can just throw money at innovation and hope something clicks"  
[X Link](https://x.com/itsTarH/status/1702034186687889730)  2023-09-13T18:59Z 107.1K followers, [---] engagements


"Hindalco is treated as a metal stock Going by their recent filings they are gearing up to be one of the dominant players in manufacturing railway coaches in Will market treat it like a railway stock [--] Lakh cr+ market cap may be a hinderance to a higher valuation multiple"  
[X Link](https://x.com/itsTarH/status/1702233829371765136)  2023-09-14T08:12Z 107.1K followers, 38.4K engagements


"All set for the long weekend"  
[X Link](https://x.com/itsTarH/status/1702717309029372318)  2023-09-15T16:13Z 107.1K followers, 28.2K engagements


"IPO Season is back in US ARM Instacart Birekenstock ARM S-1 is a mini crash course in the semi conductor industry Recommend a read"  
[X Link](https://x.com/itsTarH/status/1703008452208169349)  2023-09-16T11:30Z 107.1K followers, [---] engagements


"@suru27 @SmartSyncServ Thank you Saurabh and Ankit bhai for inviting me and the opportunity to present 🀝"  
[X Link](https://x.com/itsTarH/status/1703075332654604685)  2023-09-16T15:56Z 107.1K followers, [--] engagements


"Avanti Feeds 5th time's the charm"  
[X Link](https://x.com/itsTarH/status/1703094880732598556)  2023-09-16T17:13Z 118.4K followers, 30.2K engagements


"Percentage of Strong aka Stage [--] stocks in Each Sector based on my this week's manual chart screening of 2000+ stocks πŸ‘‡"  
[X Link](https://x.com/itsTarH/status/1703113881298813433)  2023-09-16T18:29Z 107.1K followers, [----] engagements


"@trader_high_vol All the above stocks are shared on a weekly basis in #TheWrap 🌯 under 'All Stocks in My Watchlist' Subscribe for free to get it in your inbox tomorrow at 11am"  
[X Link](https://x.com/itsTarH/status/1703117567475499185)  2023-09-16T18:44Z 107.1K followers, [--] engagements


"I dont look at a lot of macro indicators but the few ones I do look at have been showing crazy moves this week US 10Y Dollar Index Oil & Gold are all up way past their comfortable range Combine this with current market breadth & you should expect a few turbulent months ahead"  
[X Link](https://x.com/itsTarH/status/1704742437540000014)  2023-09-21T06:20Z 107.1K followers, 77.2K engagements


"ABB Ltd making forays into powering Hydrogen powered container ships"  
[X Link](https://x.com/itsTarH/status/1705174219880103982)  2023-09-22T10:56Z 129.4K followers, 10.4K engagements


"Any kind of debt be it for a company or country doesn't mean much on its own You have to look at the servicing costs Servicing Costs = % of income used to pay interest This is Google's total debt On its own it looks scary but the servicing costs are still in single digit %"  
[X Link](https://x.com/itsTarH/status/1705480404512526485)  2023-09-23T07:13Z 107.1K followers, [----] engagements


"Massive Equity Dilution in Swan Energy The company raised 1435cr this week via preference issue of 2.9cr shares This fund raise is equivalent to 18% of current market cap of Swan and costs 11% equity share capital dilution The company has 26.4cr of outstanding shares which now stands increased to 29.3cr How share capital dilution impacts the minority investor For starters you now hold lesser % of the company since there are more outstanding shares Further the EPS immediately goes down as the same earnings are now being divided with a higher denominator"  
[X Link](https://x.com/itsTarH/status/1705498151086624863)  2023-09-23T08:23Z 107.1K followers, 38.3K engagements


"@Sharad88887389 'can be used' - you have to wait for the company to actually pay off debt Raising funds via diluting stake is only beneficial if its used in funding EPS accretive projects Paying off debt by diluting share capital isnt a good look and indicates financial stress on balance sheet"  
[X Link](https://x.com/itsTarH/status/1705499391405301769)  2023-09-23T08:28Z 118K followers, [----] engagements


"Percentage of Strong aka Stage [--] stocks in Each Sector based on my this week's manual chart screening of 2000+ stocks πŸ‘‡ Lots of pull back but some resilient names"  
[X Link](https://x.com/itsTarH/status/1705620411516657835)  2023-09-23T16:29Z 107.1K followers, 33.6K engagements


"Would you rather A: Pay to read TheWrap🌯 or B: Keep TheWrap🌯 free but pay to join a premium community + get access to my tech A B A B"  
[X Link](https://x.com/itsTarH/status/1705835236205240414)  2023-09-24T06:43Z 118.4K followers, 18.9K engagements


"Starting next week TheWrap🌯 will be accessible only to paid members Link to Register πŸ‘‰ It takes over [--] hours to write a single issue of TheWrap & doing it for free is no longer feasible Thank you for your support πŸ™ https://rzp.io/l/wrap https://rzp.io/l/wrap"  
[X Link](https://x.com/itsTarH/status/1705947744165388332)  2023-09-24T14:10Z 118.7K followers, 185.7K engagements


"Its annual fee for [----] per year comes to [---] Rs per month I promised a nominal amount πŸ™"  
[X Link](https://x.com/itsTarH/status/1705950482446074275)  2023-09-24T14:21Z 107.1K followers, 13K engagements


"Enterprise AI Teams are being aligned and the game is on Microsoft + OpenAI Amazon + Anthropic Google + (Will Gemini work) Meta and all of its open source products Dark Horse in this race πŸ‘‰ This is an area worthy of exploration and should have a"  
[X Link](https://x.com/itsTarH/status/1706276197846691930)  2023-09-25T11:55Z 107.1K followers, [--] engagements


"Lots of fund raising events in real estate firms across market caps Companies are also diversifying from single type (eg residential) to a mix (eg resi + comm + hospitality) Infra finance real estate order books Are we in the early days of the '03 cycle"  
[X Link](https://x.com/itsTarH/status/1706556447247757593)  2023-09-26T06:28Z 107.1K followers, 37.3K engagements


"For those who don't know '03 to '07 was one of the biggest bull cycles in the Indian stock market history"  
[X Link](https://x.com/itsTarH/status/1706601080979886559)  2023-09-26T09:26Z 107.1K followers, [----] engagements


"SEBI: Allows extended option trading hours every day expiry etc Also SEBI: Saare stocks par ASM laga do"  
[X Link](https://x.com/itsTarH/status/1706609063361130591)  2023-09-26T09:58Z 107.1K followers, [---] engagements


"An Annual Subscription of #TheWrap🌯 is 50% cheaper than an actual wrap🀯 What you get: πŸ‘‰ Market Breadth Insights πŸ‘‰ Insider Trade Highlights πŸ‘‰ All Important Corporate Filings of the week πŸ‘‰ All Stage [--] stocks πŸ‘‰ Special Situations Link: #HaveaWrap"  
[X Link](https://x.com/itsTarH/status/1706670878074024445)  2023-09-26T14:03Z 107.1K followers, 198.5K engagements


"@chanakyakeshu Its more focused on India as I can cover the entire market globally I do write about when it absolutely matters and has a direct impact on Indian market"  
[X Link](https://x.com/itsTarH/status/1706712920112218286)  2023-09-26T16:50Z 102.1K followers, [---] engagements


"Apple has been quietly buying AI startups Among all of the Big Tech companies it leads with the highest number of AI-related acquisitions since 2017"  
[X Link](https://x.com/itsTarH/status/1706877094553378955)  2023-09-27T03:43Z 107.1K followers, 15.2K engagements


"Fundamentals + Technicals = πŸš€ D: I have a position this isn't a one quarter game price may correct even after Q2 results Don't buy/sell based on this post alone"  
[X Link](https://x.com/itsTarH/status/1706882318793838944)  2023-09-27T04:03Z 103.8K followers, [---] engagements


"Shreyas Shipping delisting opportunity was highlighted in #TheWrap🌯 [--] weeks ago Link to Subscribe Will soon make a video series on how to use and understand various types of corporate filings"  
[X Link](https://x.com/itsTarH/status/1706942130512703569)  2023-09-27T08:01Z 102.9K followers, 21.3K engagements


"Delistings [---] How to understand and play such special situations πŸ‘‡ Case Study: Shreyas Shipping & Logistics πŸ›³ Delisting happens when a private buyer wants to buy all public shares (float) and take the company off exchange i.e. private Once such recent famous example of a"  
[X Link](https://x.com/itsTarH/status/1706951802862858283)  2023-09-27T08:39Z 107.1K followers, [---] engagements


"@prakashrpay Your shares will become illiquid as there will be no exchange/place for you to sell"  
[X Link](https://x.com/itsTarH/status/1706954421295575388)  2023-09-27T08:50Z 103.2K followers, [----] engagements


"@Keshav3399 The company files the details of discovered price with the exchange Shreyas filed this yesterday If they buyer accepts promoter holding will increase to 90% enough for delisting and force rest of the holders to fall in line"  
[X Link](https://x.com/itsTarH/status/1706955074743001091)  2023-09-27T08:52Z 107.1K followers, [--] engagements


"I dont think it will fall either and will the buyer most likely will accept the price and delist The current promoter (Transworld) has ties with DP World Group (one of the largest port company in the world) so money is not an issue here. Most ships of shreyas are chartered to DP World on long term lease - thats the only revenue stream"  
[X Link](https://x.com/itsTarH/status/1707022547542331787)  2023-09-27T13:21Z 107.1K followers, [----] engagements


"Aaaaand.we already have mainstream products with inbuilt AI in them"  
[X Link](https://x.com/itsTarH/status/1707126857383149659)  2023-09-27T20:15Z 107.1K followers, 114.1K engagements


"@_chartitude @soicfinance @suru27 @in_tradingview @MarketSmithIND @MetaStock Wat looking for a trading/investing journal will check out tradesviz Thankyou you for sharing bro"  
[X Link](https://x.com/itsTarH/status/1707226935062094070)  2023-09-28T02:53Z 118.4K followers, [----] engagements


"@kpthakershy It will eventually happen and is already set in motion The city will lose out on its tax revenue and so called 'IT capital of India' status Companies are building bigger and better offices in Hyderabad Pune etc"  
[X Link](https://x.com/itsTarH/status/1707423811220717840)  2023-09-28T15:55Z 107.1K followers, [--] engagements


"Another Indian micro cap who is quick to add AI in its name πŸ˜…"  
[X Link](https://x.com/itsTarH/status/1707467454988091694)  2023-09-28T18:48Z 107.1K followers, 25.9K engagements


"Meta was laughed at when they changed their name from Facebook and launched Horizon Worlds Who's laughing now Zuck is"  
[X Link](https://x.com/itsTarH/status/1707485275868541218)  2023-09-28T19:59Z 107.1K followers, [---] engagements


"Prabhakar sir is probably one of the best people to learn from in investing His approach is practical and data focused It's a free webinar the only cost is your time on a Sunday afternoon I would highly recommend joining πŸ‘‡"  
[X Link](https://x.com/itsTarH/status/1707663362539376686)  2023-09-29T07:47Z 107.1K followers, [---] engagements


"For more than an year now Navin Fluorine gave you an opportunity to trim position or even exit Thats why technicals matter its a skillset and another tool in your arsenal to become a better investor Expensive stocks fall the hardest at any sign of bad news"  
[X Link](https://x.com/itsTarH/status/1707697940234670472)  2023-09-29T10:04Z 107.1K followers, 36.9K engagements


"For those asking the reason for fall is the resignation of MD who was responsible for the entire up move in the stock and fundamentals of the company His replacement has not been confirmed so far"  
[X Link](https://x.com/itsTarH/status/1707701576008389108)  2023-09-29T10:19Z 107.1K followers, [----] engagements


"It should be a combination & never an either or or Relying solely on one doesnt work to bring out the best performance I like FA too & give a heavier weightage to FA Even on the FA side the valuation didnt justify the risk to open new position or except any double digit return in near term"  
[X Link](https://x.com/itsTarH/status/1707717769033343321)  2023-09-29T11:23Z 107.1K followers, [----] engagements


"Last day to register if you want it in your inbox by 11am tomorrow πŸ“¨ Lots of new enhancements made to the report A data portal and community is in the works as well prices will increase post that Subscribe Here πŸ‘‰"  
[X Link](https://x.com/itsTarH/status/1708001046235320612)  2023-09-30T06:09Z 107.1K followers, 78.1K engagements


"@AlokPandya7 Dhanyawaad Alok ji welcome to TheWrap🌯"  
[X Link](https://x.com/itsTarH/status/1708178462257942956)  2023-09-30T17:54Z 102.1K followers, [--] engagements


"There are many other demergers underway Timeline is filled with Vedanta yet no one is talking about these πŸ˜…πŸ˜‚ Repeat after me: I will not invest in special situations that mainstream media talks 24x7 of"  
[X Link](https://x.com/itsTarH/status/1708380751883125090)  2023-10-01T07:18Z 107.1K followers, 37.4K engagements


"Looking for Special situations #TheWrap🌯 has it Looking for First presentations #TheWrap🌯 has it Looking for Insider trades #TheWrap🌯 has it Looking for Market Breadth #TheWrap🌯 has it Looking for Stage [--] stocks #TheWrap🌯 has it Read it here πŸ‘‰"  
[X Link](https://x.com/itsTarH/status/1708398858424959166)  2023-10-01T08:30Z 107.1K followers, 17.4K engagements


"@Sathyan50720864 Yes I dont get any of that information Everything is handled by Stripe/RazorPay/PayPal depending on the the payment gateway you choose"  
[X Link](https://x.com/itsTarH/status/1708429021338583327)  2023-10-01T10:29Z 107.1K followers, [--] engagements


"Percentage of Stage [--] stocks across Industries πŸ‘‡ Derived after manual screening of 2000+ charts (all 1000cr market cap companies on NSE)"  
[X Link](https://x.com/itsTarH/status/1708444155075301823)  2023-10-01T11:30Z 107.1K followers, 61.5K engagements


"Debt for Developed Markets The highest its ever been The average Debt to GDP ratio for a developed market is now above 100% Three main factors influencing debt levels inflation economic growth and spending deficits"  
[X Link](https://x.com/itsTarH/status/1708715972306342094)  2023-10-02T05:30Z 107.1K followers, 18.5K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@itsTarH Avatar @itsTarH Tar ⚑

Tar ⚑ posts on X about india, stocks, china, ai the most. They currently have [-------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.

Engagements: [-------] #

Engagements Line Chart

  • [--] Week [-------] -19%
  • [--] Month [---------] +51%
  • [--] Months [---------] +85%
  • [--] Year [----------] +21%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -25%
  • [--] Month [---] +55%
  • [--] Months [---] +85%
  • [--] Year [---] +44%

Followers: [-------] #

Followers Line Chart

  • [--] Week [-------] +0.12%
  • [--] Month [-------] +1.20%
  • [--] Months [-------] +6%
  • [--] Year [-------] +11%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence finance countries stocks technology brands currencies social networks exchanges automotive brands travel destinations gaming

Social topic influence india, stocks #1612, china, ai, investment, market cap, debt, if you, market, ipo

Top accounts mentioned or mentioned by @rdkriplani @ishmohit1 @infosys @soicfinance @amolsri1 @grok @joinditto @smartsyncserv @finstor85 @discord @icicidirect @indmoneyapp @mohammed11saleh @sidhant @claudeai @madhav7887 @amit97 @suru27 @saurabhsawh @nasdaqpapi

Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Rocket Lab USA, Inc. Common Stock (RKLB) Goldman Sachs (GS)

Top Social Posts

Top posts by engagements in the last [--] hours

"The best companies in India Pharma are still privately held. Take for example ACG Capsules Ltd"
X Link 2021-05-17T10:59Z 123.8K followers, [--] engagements

"Not everyone has the resources to enter Biosimilar markets The science of #Biocon remains unseen esp. by CSLA analysts"
X Link 2021-06-07T07:06Z 118.4K followers, [---] engagements

"This is an interesting company. A good proxy play on FMCG and Food Delivery companies. Remains unseen. Detailed post on this coming soon 🎯 D: invested this is not Investment advice looking for solution for Ice cream packaging New Innovation :) #RPPL #Masterinthermoforming #plasticword @LtdPolypack https://t.co/7tfCrKVbZe looking for solution for Ice cream packaging New Innovation :) #RPPL #Masterinthermoforming #plasticword @LtdPolypack https://t.co/7tfCrKVbZe"
X Link 2021-06-10T10:43Z 117.2K followers, [---] engagements

"Go back in time and you will see how Indian pharma is connected. Divis and Dr Reddy started out together. The promoter of SMS Pharma was once an employee of Murali Divi. The industry that started as an experiment in 80's is now pharmacy of the world https://www.forbesindia.com/article/india-rich-list-2014/murali-divi-the-accidental-chemist/38771/1 https://www.forbesindia.com/article/india-rich-list-2014/murali-divi-the-accidental-chemist/38771/1"
X Link 2021-06-15T17:40Z 118.1K followers, [---] engagements

"When Murali Divi resigned from his position [---] people followed him to join his new company Divis Labs"
X Link 2021-06-15T17:47Z 118.1K followers, [--] engagements

"Berkshire Hathaway's Concentrated Portfolio Approach The latest portfolio is below with top [--] positions (Apple and Bank of America) accounting for 53% of the entire portfolio There is a reason Modern Portfolio Theory was invented by economists and not by investors"
X Link 2021-06-19T11:19Z 123.3K followers, [---] engagements

"#IEX This is a cash cow in my portfolio expect it to create wealth in the form of dividends and share buybacks. I view this a technology company that happens to be in the business of energy exchange"
X Link 2021-06-26T15:23Z 119.1K followers, [---] engagements

"One of the best earnings call I have attended #RACLGearTech This company will scale heights"
X Link 2021-07-02T11:52Z 118.2K followers, [---] engagements

"Comparison of various Global Food Tech (Delivery) companies. Some are more mature than others (Meituan) where as some are relatively new (Grab DoorDash). Gives an idea of fair market cap for such companies based on market dynamics and order values. #ZomatoIPO"
X Link 2021-07-08T10:21Z 118.4K followers, [---] engagements

"$VRSN VeriSign Inc one of the biggest moated business in the world. Provides domain name registry service essential for any website to work. Stock price is still 13% away from its high created during the dot com boom of [----] [--] years ago. Too high a price is a real thing"
X Link 2021-07-18T14:38Z 120.3K followers, [---] engagements

"Syngene Q1 FY [--] Earnings Call There are [---] Biotech companies listed in US UK Germany and Israel. (many times more that are not listed) [---] of these (92%) have a market cap of less than [--] Billion USD. Where do you think these go for development and manufacturing work - China and India #CDMO There are [---] Biotech companies listed in US UK Germany and Israel. (many times more that are not listed) [---] of these (92%) have a market cap of less than [--] Billion USD. Where do you think these go for development and manufacturing work - China and India #CDMO"
X Link 2021-07-22T08:26Z 118.2K followers, [--] engagements

"#IEX At 32% CAGR Revenue doubles every [----] years. All this while margins keep increasing"
X Link 2021-07-23T04:23Z 117.4K followers, [---] engagements

"And Bill Hwang would lose $20 Billion"
X Link 2021-08-14T10:51Z 121.5K followers, [--] engagements

"Why did Bill Hwang lose all his wealth with the drop of a single stock Cause Bill Hwang was levered massively. He used a financial instrument called a total return swap (which is a type of OTC derivative) to leverage all his positions"
X Link 2021-08-14T10:51Z 121.5K followers, [--] engagements

"Find the $NFLX of today and never let it go $10000 to $15 Million 1500x in [--] years"
X Link 2021-08-17T17:00Z 117.5K followers, [--] engagements

"This is an excellent example on how to do industry and company research Acetic Anhydride to Paracetamol link Jubilant Ingrevia for Acetic Anhydride capacity JLS old con call for supply metrics Granules AR for plant details Thank you for sharing your research with us Punit sirπŸ™"
X Link 2021-08-29T11:51Z 127.6K followers, [---] engagements

"Next [--] year CAGR for Laurus Group of Businesses FY [--] to FY [--] Laurus Generics: 30% Laurus Synthesis: 45% Laurus Bio: 130% Source: DAM Capital #LaurusLabs #LaurusBio #LaurusSynthesis"
X Link 2021-09-21T16:11Z 120.7K followers, [---] engagements

"Bought more #LaurusLabs at 528/share Market seems to have forgotten that most of FDF capacity came online this Quarter The kind of alerts I like to see :) https://t.co/YBYLppuB06 The kind of alerts I like to see :) https://t.co/YBYLppuB06"
X Link 2021-10-22T08:15Z 118.7K followers, [---] engagements

"If you always wondered why #DivisLabs sells at such high multiples that keep on increasing Answer is in this Qtr's result Entire API industry reported margin contractions Divis reported increase in both PAT & Margins [--] Reasons - Long Term Contracts - Backwards Integration"
X Link 2021-11-06T10:10Z 117.4K followers, [---] engagements

"While I keep (and will continue) criticizing most new age companies for their present day valuations and multiple I am incredibly proud for the large employment base they have created Zomato employed [---] Lakh delivery personnel in Q2FY22 Avg Pay: 25K per month"
X Link 2021-11-10T15:30Z 130.7K followers, [---] engagements

"Biologics is a high gestation and high investment area within the Pharma industry Typical development times range in many years and take about 5+ years on average to really scale up and transition to commercial production This also translate into high barriers of entry"
X Link 2021-11-19T10:01Z 126.5K followers, [---] engagements

"By acquiring Richcore Laurus circumvented all of that and got itself the technical skills required to build a foundation for a Biologics business"
X Link 2021-11-19T10:01Z 126.5K followers, [---] engagements

"Earlier this year (April 16th) posted this on ValuePickr Back of the envelope calculations for #BorosilRenewables Slowly and steadily it's marching on towards its intrinsic value"
X Link 2021-11-22T05:17Z 118.6K followers, [---] engagements

"What moat does a company have if anyone in the world can copy Cult releases a Peloton copycat for the Indian market $PTON"
X Link 2021-11-25T11:33Z 118.1K followers, [---] engagements

"One of the key beneficiary of Hydrogen Boom in India will be existing oil and gas players like GAIL Sells today at a PE of [--] Check back on PE of GAIL in [----] #GreenHydrogen #GAIL D: No Positions"
X Link 2021-12-06T06:17Z 117.6K followers, [---] engagements

"Digital Realty owns and operates data centers across the world for some of the biggest tech firms in the world In return it charges them a fee/rent for its services which is then distributed to the REIT holders"
X Link 2021-12-18T09:58Z 117K followers, [--] engagements

"Interested in Hospitals Here is a Hospital REIT for you"
X Link 2021-12-18T09:58Z 117K followers, [--] engagements

"Answering other common questions [--]. The picture is from Microsoft Excel not an app you don't need fancy software to do everything [--]. Nasdaq [---] is Motilal Nasdaq MF [--]. China Fund is Edelweiss China MF [--]. Ingrevia imo is Deepak Nitrite with a [--] year delay"
X Link 2021-12-30T09:36Z 128.6K followers, [---] engagements

"The second tool is called Quantitative Easing This was established right after financial crisis of [----] where US Fed intervened expanded its Open Market Operations and started buying US Treasury Bills and Bonds along with select corporate securities"
X Link 2022-01-06T12:05Z 118.4K followers, [--] engagements

"Quantitative Easing helps control the money supply in the economy Fed effectively spends USD [---] Billion per month in buying these bonds and other securities from the financial markets This makes US Fed the single largest market participant in US Financial Markets"
X Link 2022-01-06T12:05Z 117.7K followers, [--] engagements

"Demerged entity of Motherson to be a 40% ROCE business πŸ”Œ Lucrative special situations opportunity Not a Buy/Sell recommendation"
X Link 2022-01-11T12:41Z 129K followers, [---] engagements

"Adobe $ADBE 88.2% Gross Margins 40%+ EBITDA Margins 33%+ Op. Margins 22% YoY stable sustainable growth rate Pure SaaS Business Selling for 13x Sales further selling should make it 10x Sales"
X Link 2022-01-17T17:58Z 119K followers, [---] engagements

"#Mastek Q3FY22 Results Interim Dividend of Rs [--] Revenue 2.95% QoQ 25.8% YoY Dec'20 Topline πŸ‘‰ 443cr Dec'21 Topline πŸ‘‰ 557.65cr EBITDA Margin at 21.1% Order Backlog grew by 34.3% YoY to $171M Added [--] New Clients in Q3FY22 Attrition seems to be stabilizing"
X Link 2022-01-19T18:42Z 121.3K followers, [---] engagements

"Oracle Highlighting Evosys on its main Migrate to Oracle from SAP Campaign page"
X Link 2022-01-19T18:50Z 121.3K followers, [--] engagements

"@rdkriplani And the Fed hasn't even announced its first rate hike yet"
X Link 2022-01-21T20:27Z 129.2K followers, [--] engagements

"Finally 11% of Revenues come from Synthesis business This is your CDMO business which is growing fast and I mean blazing fast clocking in growth rates of over 63% YoY 34% QoQ"
X Link 2022-01-27T14:03Z 126.5K followers, [---] engagements

"Less than 1% of Revenues today come from Laurus Bio which is their investment into recombinant proteins (acquisition of Richcore) CAR-T etc. (other investments) do not generate any revenue (yet)"
X Link 2022-01-27T14:03Z 126.5K followers, [--] engagements

"Russia and Europe Conflict Explained If this war breaks out and Russia annexes Ukraine there can be big repercussions in the energy market esp. oil and gas. A $100 Oil is no good for countries like India https://youtu.be/LJNtfyq3TDE https://youtu.be/LJNtfyq3TDE"
X Link 2022-01-29T15:31Z 117.6K followers, [---] engagements

"Sharing an example out of my investment notebook to help showcase how an investment thesis is made If you have done your research correctly you should be able to explain the thesis in a single page [--] pager on Indiabulls and Embassy Merger https://tarworkspace.notion.site/Indiabulls-Embassy-Merger-One-Pager-Investment-Thesis-94fd405e24dd4f6a8d02f79df361aa2d https://tarworkspace.notion.site/Indiabulls-Embassy-Merger-One-Pager-Investment-Thesis-94fd405e24dd4f6a8d02f79df361aa2d"
X Link 2022-01-31T14:45Z 121.4K followers, [---] engagements

"A portfolio construction approach for Mr. A is not suitable for Mrs. B and visa versa"
X Link 2022-02-06T08:38Z 118.1K followers, [--] engagements

"2 What is my Risk Profile Once you have decided your goals from investing you can move on to determining your Risk Profile"
X Link 2022-02-06T08:38Z 117.4K followers, [--] engagements

"Top Hedge Fund Earners of 2021πŸͺ™ Jim Simons leads with $3.4 Billion pay day πŸ’°πŸ’°πŸ’°"
X Link 2022-03-10T14:11Z 117.4K followers, [---] engagements

"Now almost back to where we started I may add more to my position post Fed March Rate Hike Upstart now up 90% for me in [--] days 2% of PF became 4% of PF Upstart now up 90% for me in [--] days 2% of PF became 4% of PF"
X Link 2022-03-14T16:53Z 118.1K followers, [---] engagements

"Fed Rate Hike doesn't matter as much as Fed Chairman speech after the rate hike S&P [---] is down 1% in last [--] mins Powell starts speaking at midnight IST link to watch below https://www.youtube.com/watchv=jBAn9J-7Bkw https://www.youtube.com/watchv=jBAn9J-7Bkw"
X Link 2022-03-16T18:12Z 118K followers, [---] engagements

"Interesting never expected this from a company like Hero Will wait for more clarity on this and reassess my existing position Current position size: 3% of PF #JustIn Hero MotoCorp made over Rs [----] crore bogus expenses I-T search reveals (From Agencies) @HeroMotoCorp #HeroMotoCorp #IncomeTax #StocksToWatch #StockMarketIndia https://t.co/AVPWeKoV71 #JustIn Hero MotoCorp made over Rs [----] crore bogus expenses I-T search reveals (From Agencies) @HeroMotoCorp #HeroMotoCorp #IncomeTax #StocksToWatch #StockMarketIndia https://t.co/AVPWeKoV71"
X Link 2022-03-29T09:28Z 119K followers, [---] engagements

"The total amount here is negligible for a company like Hero with $2B in cash reserves but if there is malpractice in tax evasion then who's to say the financial accounts are correct Takes decades to build a reputation and minutes to destroy it"
X Link 2022-03-29T09:31Z 119K followers, [---] engagements

"Mahindra Logistics acquires a majority stake in tech enabled eCommerce and Last Mile Delivery Service Logistics is a direct beneficiary of eCommerce growth in India D: No positions"
X Link 2022-04-09T04:54Z 129.9K followers, [---] engagements

"The Tata Power deal Effect :) Remains largest position in my portfolio Company sells for less than 15PE on FY24 EPS even after today's move"
X Link 2022-04-18T06:05Z 117.2K followers, [---] engagements

"ASML has a backlog of orders for technology that will be invented in next [--] years Gorilla sized Moat if there was one"
X Link 2022-04-20T14:00Z 118.1K followers, [---] engagements

"Cracks in US High Yield bond market have started to emerge Credit Spreads on junk bonds have topped [---] bps (first time since Nov'20) Firms with weak balance sheets poor credit ratings etc. are about to face a very hard time raising money Expect bankruptcies if this continues"
X Link 2022-06-17T05:50Z 117.4K followers, [---] engagements

"The lesson I learnt from the rise & fall of $SHOP is that at a certain price even the best of companies can be way too overvalued Buy & Hold Coffee Can etc. sounds good for investing books IRL you have to sell (or at least put a stop loss) when valuations are overheated"
X Link 2022-07-05T14:04Z 117.3K followers, [---] engagements

"SNAP earnings are a sign of an oncoming business slowdown in US Slow growth despite an 18% growth in DAU just shows how businesses are spending less in advertising (abnormal for a typical market) Meta and Google needs to revalidate this thesis based on their earnings guidance"
X Link 2022-07-22T18:11Z 117.4K followers, [---] engagements

"Today Nifty knows no resistance All call writers covered everything today Need to see if we sustain above [-----] for next few days Difference b/w futures & spot at one point was more than a [---] points"
X Link 2022-08-30T09:39Z 119.7K followers, [---] engagements

"Tick. Tock. Tick. πŸ’₯πŸ’£"
X Link 2022-10-01T14:42Z 118.1K followers, [---] engagements

"2008: Lehman & US 2022: Credit Suisse & UK"
X Link 2022-10-01T14:43Z 118K followers, [---] engagements

"Market is pricing #SChand as if the earnings will provide a negative growth rate for next decade On the contrary the company's operating leverage has just started to play out Reducing debt + lot of short/medium term earnings triggers"
X Link 2022-11-14T04:09Z 119.9K followers, [---] engagements

"ChatGPT version of this thread It's the weekend Grab a cup of coffee in this thread I will explain [--]. What is Dupont Method for ROE [--]. What is the difference between ROE ROCE and ROIC [--]. How to identify companies that will improve their ROCE in future Lets dive right in. https://t.co/Co7LFFYto9 It's the weekend Grab a cup of coffee in this thread I will explain [--]. What is Dupont Method for ROE [--]. What is the difference between ROE ROCE and ROIC [--]. How to identify companies that will improve their ROCE in future Lets dive right in. https://t.co/Co7LFFYto9"
X Link 2022-12-02T06:04Z 117.6K followers, [--] engagements

"The parent company of #Selan is building assets in India to produce Hydrogen with direct carbon capture"
X Link 2023-01-23T16:48Z 129.4K followers, 49.7K engagements

"From their bottoms a few months ago both $META and $NFLX are up 100% That's the tweet"
X Link 2023-02-02T04:27Z 117.3K followers, 72.2K engagements

"BASF is permanently shutting down plants in Europe *TDI here stands for Toluene Diisocyanate GNFC makes TDI in India Aarti Industries has products too in Toluene value chain Toluene is also used as a solvent in API industry"
X Link 2023-02-24T08:09Z 125K followers, 102.2K engagements

"In Feb'23 Insiders in very few listed tech companies are selling their stakes After a large PE Fund sale in Coforge #KPITTech is the second (and only noteworthy one from this list) where promoters have sold 132.04cr worth of shares Stock is trading at ATH"
X Link 2023-03-05T07:28Z 117.3K followers, 114.7K engagements

"#AartiIndustries Revenue FY 1992: 25crs FY 2022: 7000crs A CAGR of 20.66% for [--] years"
X Link 2023-04-06T18:47Z 118.3K followers, 57.4K engagements

"One man playing make believe & the whole world watching along so weird Whats even the point of all this Middle East nations own more of UK than you do Your networth is half of your PM Only thing you can compete with in sales is Disney merchandize"
X Link 2023-05-06T11:27Z 117.8K followers, 45.3K engagements

"7% downmove pending for FinTwit to start labelling this as a 'Pump and Dump' #Saregama"
X Link 2023-06-07T16:27Z 113.2K followers, 31.3K engagements

"D: I dont own any of it Learn to identify distribution and accumulation via price/volume action - helps a lot"
X Link 2023-06-07T16:37Z 113.2K followers, 11.9K engagements

"Whenever I dont like the answer I ask it to provide more detailed version and its usually bang on"
X Link 2023-06-12T17:48Z 107.1K followers, [----] engagements

"In my experience so far have come across the below early stock triggers Usually companies exhibiting these tend to do well in next 2-3 years Anything else I should add"
X Link 2023-06-12T20:05Z 107.1K followers, 71.2K engagements

"In mutual funds you're betting on the manager not the fund Screen by manager's past record and not the fund's"
X Link 2023-06-15T05:05Z 130.8K followers, 22.3K engagements

"Tomorrow is the final day to remit money abroad for investing without the 20% TCS (tax at source) Starting 1st July you will be charged flat 20% TCS on any funds added to your international brokerage account This 20% can be claimed against your final tax bill at end of the yr"
X Link 2023-06-29T06:58Z 107.1K followers, [--] engagements

"@FalakKalyani Risk as in his stake being low He has lot of stock options + his comp is based on a % of net profit based on hitting certain milestones in revenue and profitability So incentives are aligned"
X Link 2023-06-30T02:20Z 107.1K followers, [---] engagements

"Post merger HDFC will be the 4th most valuable bank in the world Incredible feat (Now only if they can do something about their internet banking interface)"
X Link 2023-07-01T04:01Z 115K followers, 30.5K engagements

"This week in #TheWrap 🌯 A tsunami of corporate filings 🌯 New IPOs hit the block 🌯 Large cap Special Situations 🌯 The unknown and under-researched best performer of this week (its not the one you think) All this & more - read it exclusively in [--] mins"
X Link 2023-07-10T05:40Z 107.1K followers, 16.8K engagements

"@pranavrshah It's a precursor to eventual three way demerger of Reliance - one for each child of Mukesh Ambani They are spinning off the 'Reliance Strategic Ventures' entity for now which holds a bunch of businesses You may refer to their annual report to check further"
X Link 2023-07-09T07:58Z 107.1K followers, [----] engagements

"Buying right insurance can be tough & confusing especially for the average person Agents looking to milk commissions by selling random policies makes its worse @joinditto is a service that helps you bypass all of that Here is a detailed review of my experience with them πŸ‘‡"
X Link 2023-07-11T06:45Z 118.4K followers, 75.3K engagements

"Ditto is a third party insurance broker that specializes in term insurance as well as health insurance Unlike your distant LIC uncle who specializes in annuity policies Ditto is staffed with insurance experts who have one sole mission - to help you get right insurance coverage"
X Link 2023-07-11T06:47Z 107.1K followers, [----] engagements

"When I started my corporate career - I knew I had to get three basics things in order to build a strong financial foundation for myself [--] Get a comprehensive Health Insurance [--] Get a no nonsense Term Insurance [--] Build an emergency Fund"
X Link 2023-07-11T06:46Z 107.1K followers, [----] engagements

"Ditto's services can help you with the first two- buying the right Health Insurance and a Term Insurance plan What sets Ditto apart is [--] They never spam call you or pressure you to buy from them [--] They provide a 1-1 comprehensive review [--] They dont sell your information"
X Link 2023-07-11T06:46Z 107.1K followers, [----] engagements

"In my case I opted for Ditto's services to review my existing health insurance policies for myself as well as my parents Here is how the process worked"
X Link 2023-07-11T06:45Z 118.1K followers, [----] engagements

"Another insurance agent from a traditional insurance company would have most definitely asked me to port the insurance to their firm so they could earn a nice fat commission regardless of whether the insurance policy fits my requirements"
X Link 2023-07-11T06:47Z 107.1K followers, [----] engagements

"Ditto is built on ethics first principles & thats why I recommend their services to everyone who is seeking to buy an insurance policy Even if you're not looking to buy one I would recommend setting up sometime with their experts to review your existing ones - its FREE to do so"
X Link 2023-07-11T06:47Z 103.9K followers, [----] engagements

"If you do indeed end up buying an insurance from them - the added benefit is that in case of a claims process - you dont have to do anything Ditto takes care of the entire claims process on your behalf"
X Link 2023-07-11T06:47Z 107.3K followers, [----] engagements

"Reliance enters data center business via a joint venture with Brookfield and Digital Realty Digital Realty is the oldest and worlds largest data center REIT"
X Link 2023-07-25T07:02Z 129.8K followers, 26.9K engagements

"B2G cashflows while of lower quality than B2B/B2C doesnt necessarily make a company worth less Some of the largest companies in US rely entirely on B2G cashflows Blanket rules dont work in finance PS: Still wouldnt invest in a direct B2G company would look for a proxy instead"
X Link 2023-07-29T07:34Z 104.3K followers, 13.9K engagements

"American Superconductor Corp is probably the only listed company in the market right now that benefits from the discovery of #LK99 Among other things the company makes high temperature superconductor (HTS) cables along with HTS motors for US Navy"
X Link 2023-08-01T21:25Z 103.2K followers, 26.2K engagements

"For those asking about #LK99 and superconductivity here is a good simple [--] min video that explains it"
X Link 2023-08-01T14:16Z 107.1K followers, 125.3K engagements

"Price jumped 44% today because several Chinese labs have proven existence of room temperature superconductor material LK99 There have been some reports from other Western labs as well nearly replicating similar results There is a very high chance LK99 is real"
X Link 2023-08-01T14:48Z 107.1K followers, 18.7K engagements

"@Vathashimo Yes and the highest number of USFDA inspections happen at Aurobindo now πŸ˜…"
X Link 2023-08-06T11:30Z 107.1K followers, [---] engagements

"Went long on both $NVDA and $META in Oct 2022"
X Link 2023-08-07T15:29Z 107.1K followers, [---] engagements

"India's Cement Industry [--] Listed Companies Total Market Cap: [----] Lakh cr (USD [--] Billion) Top [--] account for 68% Top [--] account for 92.5% Total Sales: [----] Lakh cr (USD [----] Billion) Top [--] account for 50% Top [--] account for 82.5%"
X Link 2023-08-08T17:42Z 104K followers, 40.4K engagements

"Risk played out in #CMSInfo today Promoter sold further 20% stake This when the CEO mentioned PE Fund has no further intention to sell any more stake in latest concallπŸ˜… This is a good growing high dividend paying business but I doubt share price will do much if after every 20% move PE fund is ready to sell more https://www.investkaroindia.co.in/p/cmsinfosystems https://www.investkaroindia.co.in/p/cmsinfosystems"
X Link 2023-08-10T09:33Z 115.2K followers, 43.7K engagements

"Shivalik Bimetal Controls Promoters sold 9.5% of the company in open market this week Never a great sign when promoters dispose large stakes after a huge run up"
X Link 2023-08-13T07:46Z 107.1K followers, 56.1K engagements

"Good Numbers from #FiemIndustries PAT grows by 19.67% vs same quarter previous year"
X Link 2023-08-14T11:06Z 103.2K followers, 23.6K engagements

"76 years ago Oh How far have we come. To the next [--] πŸ₯‚ Happy Independence Day"
X Link 2023-08-14T15:56Z 107.1K followers, 16.8K engagements

"🚨 Remote Job Alert 🚨 @joinditto is hiring for Remote Insurance Advisors Ditto is a Nithin Kamath backed startup that is making inroads into how insurance is sold in India (you know by doing this ethically - I know its shocking) Link to Apply: Requirements: Good Communication & Learning Skills No previous knowledge of insurance industry necessary they will teach you everything you need to know Competitive Salary (4.5 LPA) + Other Benefits (Performance Incentives Health Insurance etc.) + 100% Remote Application Process [--]. Go to link [--]. Submit a Video Resume [--]. Go Through Interview Rounds 4."
X Link 2023-08-15T07:55Z 102.9K followers, 40.6K engagements

"International Conveyors Debt: 64.8cr Reserves: 209cr You know its a bull market when companies have started deploying 'shareholder funds' into direct equity and running their own portfolios instead of doing the sensible thing & investing in govt bonds/bills or mutual funds"
X Link 2023-08-15T20:21Z 107.1K followers, 52.5K engagements

"Company: Issue Bonus Shares to make investors happy Also Company: Fractional shares left over what to do with these MD: I have an idea lets deposit these in my personal demat account instead of company demat account I will take 'responsibility' of these wink wink"
X Link 2023-08-19T10:12Z 103.5K followers, 75.9K engagements

"TD Power Systems website is hacked by a Bangladeshi hacker group πŸ€―πŸ€·β™‚"
X Link 2023-08-19T10:35Z 107.1K followers, 22.6K engagements

"Everything important that happened this week in Indian Stock Market in less than [--] Mins πŸ“Š Your weekly issue of #TheWrap 🌯 is now published πŸ‘‡ https://www.investkaroindia.co.in/p/thewrap008 https://www.investkaroindia.co.in/p/thewrap008"
X Link 2023-08-20T05:30Z 113.8K followers, 20.2K engagements

"For a country that is largely dependent on oil imports its incredibly short sighted that we have only [---] days of oil strategic reserve capacity For comparison US is at 162days GOI should be investing in and increasing our oil storage capacity at least by 3x πŸ›’"
X Link 2023-08-20T09:53Z 102.8K followers, 64.2K engagements

"@deepakmnadiger The is a great video about on ground reality of Ecuador"
X Link 2023-08-21T07:34Z 107.1K followers, [---] engagements

"AI meets UPI Voice activated payments to allow rural India onboard faster to UPI"
X Link 2023-08-21T15:34Z 107.1K followers, [----] engagements

"ABB to automate Reliance Life Sciences biosimilar and plasma proteins plant PS: Is there any industry where Mota bhai doesn't operate in"
X Link 2023-08-22T05:30Z 107.1K followers, 20.8K engagements

"In the entire history of mankind only three countries have successfully performed a soft landing on the moon - US Former USSR and China Today is our chance to be the fourth Lets goooooo ISRO πŸš€πŸŒ•πŸ›° #Chandrayaan3 #countdowntohistory"
X Link 2023-08-23T04:30Z 107.1K followers, 33.3K engagements

"Cineline Remains a trade rather than an investment Quarterly earnings run rate ramping up (24cr vs 50cr) Topline still dependent on Box Office collections + there are pricing pressures on F&B Upcoming Qtr results should be good Possible Turn Around #Cineline Company used be the largest cinema chain in [----] Got in RE + Hospitality (Malls Hotels) business and lost its way New Generation has taken over the company Started selling all non core assets (malls hotels) and plans to get back to cinema halls https://t.co/rwHJ3E7mih Possible Turn Around #Cineline Company used be the largest cinema chain"
X Link 2023-08-23T08:01Z 114.3K followers, 10.6K engagements

"The reason why #Schand is up 20% this week NCF is finally released They have guided it to be a big growth trigger for them"
X Link 2023-08-25T09:52Z 107.1K followers, 18.9K engagements

"Investment Banking jobs if not gone will never be as lucrative as early 2000s"
X Link 2023-08-25T18:03Z 107.1K followers, 14.1K engagements

"Its only at the highest of valuations that the greatest risks often find their hidden invitations"
X Link 2023-08-26T04:30Z 107.1K followers, [----] engagements

"Last Day to Register #MarketBreadthWebinar This webinar will teach you [--]. Use of Chartink Platform [--]. How to build a Market Breadth Dashboard [--]. Lifetime access to my personal Market Breadth Dashboard Link to Register: Recording available"
X Link 2023-08-26T09:01Z 107.1K followers, [----] engagements

"BSE a company that makes 600cr+ in post tax profit cant invest in its website to improve data integrity Eg: SJS promoter selling transaction worth 54lakh cr instead of 540cr i have been wrecking my head for last hour figuring out why my systems didnt show me the transaction😠"
X Link 2023-08-26T09:38Z 107.1K followers, 19.5K engagements

"Everything important that happened this week in Indian Stock Market πŸ“Š Your weekly issue of #TheWrap 🌯 is now published πŸ‘‡"
X Link 2023-08-27T05:30Z 107.1K followers, 29.4K engagements

"⚠67% of Indians make this personal finance mistake and it's a BIG One Paying medical bills out of pocket Medical costs and lack of medical insurance is driving [--] million Indians to poverty every year But how Brought to you by @joindittoπŸ‘‡"
X Link 2023-08-28T07:36Z 102.2K followers, 13.3K engagements

"Healthcare Inflation in India is around 12% with cost of surgeries increasing at a faster pace While healthcare is becoming more accessible room rates are also increasing at a faster pace A single private room in a private hospital in Bengaluru can cost you over 10K a day"
X Link 2023-08-28T07:36Z 118.4K followers, [----] engagements

"That means even if you compound your earnings by 10% every year & continue to pay out of pocket for any medical procedures - you would eventually wipe out your gains Healthcare needs dont arise with a notice - you have to be prepared at all times to meet the medical expenses"
X Link 2023-08-28T07:36Z 107.1K followers, [----] engagements

"Finally there are NO Tax benefits on out-of-pocket medical expenses But if you have a health insurance you can protect your savings avail of tax benefits and beat medical inflation all at the same time So heres what you should do πŸ‘‡"
X Link 2023-08-28T07:36Z 107.1K followers, [---] engagements

"You know the writing is on the wall when oil lubricant companies start acquiring EV Fast Charger companies"
X Link 2023-08-29T13:01Z 107.1K followers, 30.9K engagements

"Here is Titagarh as an example for comparision"
X Link 2023-08-30T07:19Z 118.4K followers, [----] engagements

"@Shii52041457 Please read CMT L1 books - I cannot teach TA in a tweet buddy"
X Link 2023-08-30T08:31Z 118.4K followers, [---] engagements

"What new special situations (mergers spin offs etc.) in India are you tracking In my track list: Shriram Asset Management (Management change) Sanofi (spin off of domestic branded vertical)"
X Link 2023-09-01T16:15Z 102.6K followers, 30.3K engagements

"Tata Motors 50%+ YoY growth in EV Passenger Cars"
X Link 2023-09-02T08:07Z 107.1K followers, 18.8K engagements

"Som Distilleries promoter doesnt stop still buying shares more than [---] years later Bought 133.72cr worth 5.41% of current market cap"
X Link 2023-09-02T09:25Z [--] followers, 38.9K engagements

"This first came into my radar in Feb [----] when promoter first bought shares Stock is up 8x since"
X Link 2023-09-02T09:34Z 107.1K followers, [----] engagements

"Issue #10 of #TheWrap 🌯 is now published Everything important that happened in Indian Markets in [--] mins or less πŸ‘‡"
X Link 2023-09-03T05:30Z 107.1K followers, 18.2K engagements

"Everything about SEBI's Research Analyst license is for the lack of a better word - 'stupid' (I want to use more colorful adj here but rather not) From the whole application process to scrutiny post getting the license More Regulation = Better Governance"
X Link 2023-09-03T15:43Z 107.1K followers, 24.7K engagements

"@Madhav7887 Before demerger added majority last week"
X Link 2023-09-04T18:14Z 107.1K followers, [---] engagements

"New High #AartiPharmaLabs πŸ™Œ Bull market effect πŸ‚"
X Link 2023-09-05T04:16Z 107.1K followers, 14.3K engagements

"Google is working with American Airlines to reduce climate change - by flying more airplanes ✈"
X Link 2023-09-05T07:37Z 103.2K followers, [----] engagements

"Where are we in the market cycle Percentage of small cap stocks above 40W EMA Aug 14th: 68% Today: 80% Small caps usually make a peak when 90% of universe is trading above 40W EMA Dont be in a rush to book profits while also not being excessively greedy"
X Link 2023-09-06T06:37Z 107.1K followers, 41.7K engagements

"My Entire Process #TheWrap is basically a culmination of my entire process Read all important corporate announcements (Daily) Go through all 2000+ charts manually (Weekly) Make a list of strong stocks (Weekly) Identify ideas & sectors based on insider trades (Weekly) Fundamentally screen and research on strong stocks (Continuous) Investing Styles: Proxy Investing Thematic Sectors Fundamentally strong balance sheets Special Situations Margin of safety is a theme that cuts across I leverage a lot of self built tech and data to help reduce the workload Its still hard work but rewards and love"
X Link 2023-09-06T19:37Z 102.8K followers, 60.5K engagements

"@PatilInvests I will I have a full time job and the blog is free so priority is already my job and career"
X Link 2023-09-07T04:41Z 103.4K followers, [---] engagements

"Phatega #BandhanBank"
X Link 2023-09-07T10:42Z 125K followers, 54.5K engagements

"They were not forced to sell their shareholding is already 75% as of Aug'22 Post this sale its now around 72%"
X Link 2023-09-08T07:18Z 107.1K followers, [----] engagements

"Chasing IPO allotments is the worst return on time invested for an investor"
X Link 2023-09-08T07:29Z 107.1K followers, 28.8K engagements

"Borosil Renewable Q2 onwards results will keep getting better German acquisition repair is completed and capacity expanded Recently added new capacity will also yield results Topline should expand helping margins"
X Link 2023-09-08T07:46Z 107.1K followers, 33.9K engagements

"IBM first previewed Watson in [----] - a whole 10+ yr lead than the likes of Open AI Meta Microsoft and Google Today IBM isn't even part of the AI conversation"
X Link 2023-09-08T10:56Z 107.1K followers, 17.4K engagements

"Starting tomorrow #TheWrap 🌯 will cover NSE announcements in addition to the already existing BSE Announcements Subscribe for Free πŸ‘‡ https://www.investkaroindia.co.in/subscribe https://www.investkaroindia.co.in/subscribe"
X Link 2023-09-09T09:52Z 118K followers, 16.7K engagements

"These days while reviewing insider trades - I try very hard to find buy transactions in an otherwise sea of sell transactions There is maybe [--] buy for every [--] sells"
X Link 2023-09-09T13:44Z 102.1K followers, 13.2K engagements

"On the other hand there is a lot of fund raising activity with loads of QIPs and investments Just this week among popular names that raised funding are - Nazara (510cr) Jupiter Wagons (700cr) Som Distilleries (350cr)"
X Link 2023-09-09T13:45Z 102.1K followers, [----] engagements

"@rdkriplani @Amit___97 Just a chart in The Wrap tomorrow :) have added interesting metrics around the bull market vs bubble debate the broader market is having"
X Link 2023-09-09T17:43Z 107.1K followers, [----] engagements

"Laurus Labs After a long time fundamentally I still believe we are 2-4 quarters away from any earnings based triggers But hey the chart looks great"
X Link 2023-09-09T20:27Z 107.1K followers, 36.6K engagements

"Balu Forge Industries No idea about fundamentals in this - but lot of fund raising events + promoter buying this week"
X Link 2023-09-09T21:16Z 107.1K followers, 48.4K engagements

"Latest issue of #TheWrap 🌯 is now published Read it here πŸ‘‡"
X Link 2023-09-10T05:30Z 107.1K followers, 29K engagements

"Merger Pressman & Signpost India merger approved by NCLT Signpost India will list its shares on BSE + NSE Post listing Pressman Advertising will merge into Signpost India Merger Ratio (1:1) Read more in the latest edition of #TheWrap 🌯"
X Link 2023-09-10T10:00Z 107.1K followers, 15.4K engagements

"Nazara Tech raised 510cr this week from Nitin Kamath Nikhil Kamath and SBI Mutual Funds at 20% discount to current market price Read more such handpicked corporate filings in the latest edition of #TheWrap 🌯"
X Link 2023-09-10T14:30Z 102.4K followers, 25.3K engagements

"Mazagon Dock Shipbuilders signs a Master Ship Repair Agreement with US Navy Only second shipyard in India to do so Read more such handpicked corporate filings in the latest edition of #TheWrap 🌯"
X Link 2023-09-10T15:45Z 107.1K followers, 22.5K engagements

"One of the reasons Singapore as a nation/state is so successful is that they attract the best talent to work in public sector All Singapore public salaries are benchmarked to be higher than that of a similar private sector pay scale Incentives matter"
X Link 2023-09-11T12:32Z 107.1K followers, 29K engagements

"Look at the average cash volumes What a crazy rise post mid Aug"
X Link 2023-09-11T16:45Z 107.1K followers, 13.7K engagements

"@latestinspace Just one in my life I am waiting for the news Breaking 🚨 NASA confirms substantial proof of sentient alien life Would be amazing if it happens in my lifetime 🀞"
X Link 2023-09-11T20:55Z 107.1K followers, 16.8K engagements

"If someone is interested in data - [---] stocks are below 5% while [---] are below 3% today Last time more than [---] stocks were below 5% in a day was 23rd December [----] This is a market wide profit booking"
X Link 2023-09-12T06:46Z 107.1K followers, 16.5K engagements

"These are the stocks standing strong amid today's sell off"
X Link 2023-09-12T06:49Z 102.2K followers, 24.9K engagements

"Such wide single day sell offs (and yes this is a sell off - argue with me all you want) are quite rare Below is a chart of stocks close below 3%5% and 10% in a single day As you can see today was one of the peaks in a very long time - last one was Dec 23rd 2022"
X Link 2023-09-12T10:07Z 107.1K followers, 69.9K engagements

"Wireless charging for 4W is going to be huge ⚑ Some companies in India that are part of the wireless charging value chain Uno Minda Cosmo Ferrites Balu Forge"
X Link 2023-09-12T16:19Z 107.1K followers, 75.8K engagements

"Tim Apple: "Our iPhone Pro uses same aluminum grade as that of Mars Rover That will be [---] lakh""
X Link 2023-09-12T17:59Z 107.1K followers, [----] engagements

"@rdkriplani @kaushaal03 Some group level restructuring seems to be on the cards as well I see a lot of filings from National Peroxide these days"
X Link 2023-09-13T12:18Z 107.1K followers, [--] engagements

"$APPL Apple Inc 40% return in [--] years Its time to move on from iPhones to next generation of products Those Vision Pros better sell"
X Link 2023-09-13T18:46Z 113.1K followers, 20K engagements

"@The_Ankit_Joshi they still have the best balance sheet of any business in the world when you have that kind of money (greater than 90% of the countries in the world) you can just throw money at innovation and hope something clicks"
X Link 2023-09-13T18:59Z 107.1K followers, [---] engagements

"Hindalco is treated as a metal stock Going by their recent filings they are gearing up to be one of the dominant players in manufacturing railway coaches in Will market treat it like a railway stock [--] Lakh cr+ market cap may be a hinderance to a higher valuation multiple"
X Link 2023-09-14T08:12Z 107.1K followers, 38.4K engagements

"All set for the long weekend"
X Link 2023-09-15T16:13Z 107.1K followers, 28.2K engagements

"IPO Season is back in US ARM Instacart Birekenstock ARM S-1 is a mini crash course in the semi conductor industry Recommend a read"
X Link 2023-09-16T11:30Z 107.1K followers, [---] engagements

"@suru27 @SmartSyncServ Thank you Saurabh and Ankit bhai for inviting me and the opportunity to present 🀝"
X Link 2023-09-16T15:56Z 107.1K followers, [--] engagements

"Avanti Feeds 5th time's the charm"
X Link 2023-09-16T17:13Z 118.4K followers, 30.2K engagements

"Percentage of Strong aka Stage [--] stocks in Each Sector based on my this week's manual chart screening of 2000+ stocks πŸ‘‡"
X Link 2023-09-16T18:29Z 107.1K followers, [----] engagements

"@trader_high_vol All the above stocks are shared on a weekly basis in #TheWrap 🌯 under 'All Stocks in My Watchlist' Subscribe for free to get it in your inbox tomorrow at 11am"
X Link 2023-09-16T18:44Z 107.1K followers, [--] engagements

"I dont look at a lot of macro indicators but the few ones I do look at have been showing crazy moves this week US 10Y Dollar Index Oil & Gold are all up way past their comfortable range Combine this with current market breadth & you should expect a few turbulent months ahead"
X Link 2023-09-21T06:20Z 107.1K followers, 77.2K engagements

"ABB Ltd making forays into powering Hydrogen powered container ships"
X Link 2023-09-22T10:56Z 129.4K followers, 10.4K engagements

"Any kind of debt be it for a company or country doesn't mean much on its own You have to look at the servicing costs Servicing Costs = % of income used to pay interest This is Google's total debt On its own it looks scary but the servicing costs are still in single digit %"
X Link 2023-09-23T07:13Z 107.1K followers, [----] engagements

"Massive Equity Dilution in Swan Energy The company raised 1435cr this week via preference issue of 2.9cr shares This fund raise is equivalent to 18% of current market cap of Swan and costs 11% equity share capital dilution The company has 26.4cr of outstanding shares which now stands increased to 29.3cr How share capital dilution impacts the minority investor For starters you now hold lesser % of the company since there are more outstanding shares Further the EPS immediately goes down as the same earnings are now being divided with a higher denominator"
X Link 2023-09-23T08:23Z 107.1K followers, 38.3K engagements

"@Sharad88887389 'can be used' - you have to wait for the company to actually pay off debt Raising funds via diluting stake is only beneficial if its used in funding EPS accretive projects Paying off debt by diluting share capital isnt a good look and indicates financial stress on balance sheet"
X Link 2023-09-23T08:28Z 118K followers, [----] engagements

"Percentage of Strong aka Stage [--] stocks in Each Sector based on my this week's manual chart screening of 2000+ stocks πŸ‘‡ Lots of pull back but some resilient names"
X Link 2023-09-23T16:29Z 107.1K followers, 33.6K engagements

"Would you rather A: Pay to read TheWrap🌯 or B: Keep TheWrap🌯 free but pay to join a premium community + get access to my tech A B A B"
X Link 2023-09-24T06:43Z 118.4K followers, 18.9K engagements

"Starting next week TheWrap🌯 will be accessible only to paid members Link to Register πŸ‘‰ It takes over [--] hours to write a single issue of TheWrap & doing it for free is no longer feasible Thank you for your support πŸ™ https://rzp.io/l/wrap https://rzp.io/l/wrap"
X Link 2023-09-24T14:10Z 118.7K followers, 185.7K engagements

"Its annual fee for [----] per year comes to [---] Rs per month I promised a nominal amount πŸ™"
X Link 2023-09-24T14:21Z 107.1K followers, 13K engagements

"Enterprise AI Teams are being aligned and the game is on Microsoft + OpenAI Amazon + Anthropic Google + (Will Gemini work) Meta and all of its open source products Dark Horse in this race πŸ‘‰ This is an area worthy of exploration and should have a"
X Link 2023-09-25T11:55Z 107.1K followers, [--] engagements

"Lots of fund raising events in real estate firms across market caps Companies are also diversifying from single type (eg residential) to a mix (eg resi + comm + hospitality) Infra finance real estate order books Are we in the early days of the '03 cycle"
X Link 2023-09-26T06:28Z 107.1K followers, 37.3K engagements

"For those who don't know '03 to '07 was one of the biggest bull cycles in the Indian stock market history"
X Link 2023-09-26T09:26Z 107.1K followers, [----] engagements

"SEBI: Allows extended option trading hours every day expiry etc Also SEBI: Saare stocks par ASM laga do"
X Link 2023-09-26T09:58Z 107.1K followers, [---] engagements

"An Annual Subscription of #TheWrap🌯 is 50% cheaper than an actual wrap🀯 What you get: πŸ‘‰ Market Breadth Insights πŸ‘‰ Insider Trade Highlights πŸ‘‰ All Important Corporate Filings of the week πŸ‘‰ All Stage [--] stocks πŸ‘‰ Special Situations Link: #HaveaWrap"
X Link 2023-09-26T14:03Z 107.1K followers, 198.5K engagements

"@chanakyakeshu Its more focused on India as I can cover the entire market globally I do write about when it absolutely matters and has a direct impact on Indian market"
X Link 2023-09-26T16:50Z 102.1K followers, [---] engagements

"Apple has been quietly buying AI startups Among all of the Big Tech companies it leads with the highest number of AI-related acquisitions since 2017"
X Link 2023-09-27T03:43Z 107.1K followers, 15.2K engagements

"Fundamentals + Technicals = πŸš€ D: I have a position this isn't a one quarter game price may correct even after Q2 results Don't buy/sell based on this post alone"
X Link 2023-09-27T04:03Z 103.8K followers, [---] engagements

"Shreyas Shipping delisting opportunity was highlighted in #TheWrap🌯 [--] weeks ago Link to Subscribe Will soon make a video series on how to use and understand various types of corporate filings"
X Link 2023-09-27T08:01Z 102.9K followers, 21.3K engagements

"Delistings [---] How to understand and play such special situations πŸ‘‡ Case Study: Shreyas Shipping & Logistics πŸ›³ Delisting happens when a private buyer wants to buy all public shares (float) and take the company off exchange i.e. private Once such recent famous example of a"
X Link 2023-09-27T08:39Z 107.1K followers, [---] engagements

"@prakashrpay Your shares will become illiquid as there will be no exchange/place for you to sell"
X Link 2023-09-27T08:50Z 103.2K followers, [----] engagements

"@Keshav3399 The company files the details of discovered price with the exchange Shreyas filed this yesterday If they buyer accepts promoter holding will increase to 90% enough for delisting and force rest of the holders to fall in line"
X Link 2023-09-27T08:52Z 107.1K followers, [--] engagements

"I dont think it will fall either and will the buyer most likely will accept the price and delist The current promoter (Transworld) has ties with DP World Group (one of the largest port company in the world) so money is not an issue here. Most ships of shreyas are chartered to DP World on long term lease - thats the only revenue stream"
X Link 2023-09-27T13:21Z 107.1K followers, [----] engagements

"Aaaaand.we already have mainstream products with inbuilt AI in them"
X Link 2023-09-27T20:15Z 107.1K followers, 114.1K engagements

"@_chartitude @soicfinance @suru27 @in_tradingview @MarketSmithIND @MetaStock Wat looking for a trading/investing journal will check out tradesviz Thankyou you for sharing bro"
X Link 2023-09-28T02:53Z 118.4K followers, [----] engagements

"@kpthakershy It will eventually happen and is already set in motion The city will lose out on its tax revenue and so called 'IT capital of India' status Companies are building bigger and better offices in Hyderabad Pune etc"
X Link 2023-09-28T15:55Z 107.1K followers, [--] engagements

"Another Indian micro cap who is quick to add AI in its name πŸ˜…"
X Link 2023-09-28T18:48Z 107.1K followers, 25.9K engagements

"Meta was laughed at when they changed their name from Facebook and launched Horizon Worlds Who's laughing now Zuck is"
X Link 2023-09-28T19:59Z 107.1K followers, [---] engagements

"Prabhakar sir is probably one of the best people to learn from in investing His approach is practical and data focused It's a free webinar the only cost is your time on a Sunday afternoon I would highly recommend joining πŸ‘‡"
X Link 2023-09-29T07:47Z 107.1K followers, [---] engagements

"For more than an year now Navin Fluorine gave you an opportunity to trim position or even exit Thats why technicals matter its a skillset and another tool in your arsenal to become a better investor Expensive stocks fall the hardest at any sign of bad news"
X Link 2023-09-29T10:04Z 107.1K followers, 36.9K engagements

"For those asking the reason for fall is the resignation of MD who was responsible for the entire up move in the stock and fundamentals of the company His replacement has not been confirmed so far"
X Link 2023-09-29T10:19Z 107.1K followers, [----] engagements

"It should be a combination & never an either or or Relying solely on one doesnt work to bring out the best performance I like FA too & give a heavier weightage to FA Even on the FA side the valuation didnt justify the risk to open new position or except any double digit return in near term"
X Link 2023-09-29T11:23Z 107.1K followers, [----] engagements

"Last day to register if you want it in your inbox by 11am tomorrow πŸ“¨ Lots of new enhancements made to the report A data portal and community is in the works as well prices will increase post that Subscribe Here πŸ‘‰"
X Link 2023-09-30T06:09Z 107.1K followers, 78.1K engagements

"@AlokPandya7 Dhanyawaad Alok ji welcome to TheWrap🌯"
X Link 2023-09-30T17:54Z 102.1K followers, [--] engagements

"There are many other demergers underway Timeline is filled with Vedanta yet no one is talking about these πŸ˜…πŸ˜‚ Repeat after me: I will not invest in special situations that mainstream media talks 24x7 of"
X Link 2023-10-01T07:18Z 107.1K followers, 37.4K engagements

"Looking for Special situations #TheWrap🌯 has it Looking for First presentations #TheWrap🌯 has it Looking for Insider trades #TheWrap🌯 has it Looking for Market Breadth #TheWrap🌯 has it Looking for Stage [--] stocks #TheWrap🌯 has it Read it here πŸ‘‰"
X Link 2023-10-01T08:30Z 107.1K followers, 17.4K engagements

"@Sathyan50720864 Yes I dont get any of that information Everything is handled by Stripe/RazorPay/PayPal depending on the the payment gateway you choose"
X Link 2023-10-01T10:29Z 107.1K followers, [--] engagements

"Percentage of Stage [--] stocks across Industries πŸ‘‡ Derived after manual screening of 2000+ charts (all 1000cr market cap companies on NSE)"
X Link 2023-10-01T11:30Z 107.1K followers, 61.5K engagements

"Debt for Developed Markets The highest its ever been The average Debt to GDP ratio for a developed market is now above 100% Three main factors influencing debt levels inflation economic growth and spending deficits"
X Link 2023-10-02T05:30Z 107.1K followers, 18.5K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@itsTarH
/creator/twitter::itsTarH