#  @soicfinance Intrinsic Compounding Intrinsic Compounding posts on X about youtube, business, india, what is the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1268965184598499328/interactions)  - [--] Week [-------] -21% - [--] Month [---------] +45% - [--] Months [---------] -37% - [--] Year [----------] -8% ### Mentions: [--] [#](/creator/twitter::1268965184598499328/posts_active)  - [--] Week [--] -13% - [--] Month [---] +21% - [--] Months [---] +7% - [--] Year [---] +25% ### Followers: [-------] [#](/creator/twitter::1268965184598499328/followers)  - [--] Week [-------] +0.17% - [--] Month [-------] +0.83% - [--] Months [-------] +5.50% - [--] Year [-------] +13% ### CreatorRank: [-------] [#](/creator/twitter::1268965184598499328/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 33.87% [technology brands](/list/technology-brands) 17.74% [social networks](/list/social-networks) 12.9% [countries](/list/countries) 9.68% [stocks](/list/stocks) 3.23% [luxury brands](/list/luxury-brands) 0.81% **Social topic influence** [youtube](/topic/youtube) 12.1%, [business](/topic/business) 8.06%, [india](/topic/india) 8.06%, [what is](/topic/what-is) 4.03%, [the world](/topic/the-world) 4.03%, [sector](/topic/sector) 4.03%, [check](/topic/check) #1508, [how to](/topic/how-to) 3.23%, [metal](/topic/metal) #2953, [auto](/topic/auto) 3.23% **Top accounts mentioned or mentioned by** [@stockscansin](/creator/undefined) [@itstarh](/creator/undefined) [@soicin](/creator/undefined) [@motilaloswalltd](/creator/undefined) [@learningeleven](/creator/undefined) [@cnbcawaaz](/creator/undefined) [@etnowlive](/creator/undefined) [@vijaykedia1](/creator/undefined) [@repalvs](/creator/undefined) [@pkjat340](/creator/undefined) [@grok](/creator/undefined) [@investing0a](/creator/undefined) [@ujjwalsinha91](/creator/undefined) [@shashankudupa1](/creator/undefined) [@soniashenoy](/creator/undefined) [@nileshshah68](/creator/undefined) [@mehtawealth](/creator/undefined) [@livemint](/creator/undefined) [@indiatoday](/creator/undefined) [@gautambaid](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "China's Anti involution drive will drive the next set of big winners ignored by Mr Market" [X Link](https://x.com/soicfinance/status/2021188601015406903) 2026-02-10T11:44Z 272.2K followers, 34.9K engagements "Share of AI disruption mentions across earnings-call transcripts by market" [X Link](https://x.com/soicfinance/status/2022289677932507353) 2026-02-13T12:40Z 272.2K followers, 18K engagements "Trigger [--] - Check the quality of order book and the cash flow conversion Take companies like Genus Power and TD Power for instance both have huge order backlogs and super-normal topline growth. Yet even a cursory glance at their receivables and OCF makes it easy to see that TD Powers order book quality is far superior to Genus's. An inflated order book is a vanity metric if it doesn't convert to cash. https://twitter.com/i/web/status/2022649414851125686 https://twitter.com/i/web/status/2022649414851125686" [X Link](https://x.com/soicfinance/status/2022649414851125686) 2026-02-14T12:29Z 272.2K followers, [----] engagements "How to use ChatGPT to check if management walks the talk ๐ตโ Source: A clip taken from a podcast with @ShashankUdupa1" [X Link](https://x.com/anyuser/status/1986433175992869015) 2025-11-06T13:59Z 272.2K followers, 94.8K engagements "PRIVI Finally gives the roadmap for 5k crore+ revenue Capacity additions+EBITDA margins to be north of 20%" [X Link](https://x.com/soicfinance/status/2021172220265918680) 2026-02-10T10:39Z 272.2K followers, 25.8K engagements "Phase [--] - Mapping the capex engine The most important question: Who is spending Government capex Private capex Private capex = broad economic confidence Govt capex = policy-driven (can reverse) Just as an example the current cycle started with public spending (Railways Vande Bharat Defence Roads Solar pumps) Whereas the cycle gets less lumpy and more reliable as private capex kicks in such as Data centre expansion Electronic manufacturing boom manufacturing capex Renewables etc" [X Link](https://x.com/soicfinance/status/2022649393019859413) 2026-02-14T12:29Z 272.2K followers, [----] engagements "To simplify - Keep a track of the government policies and one map the companies based on the spending of the govt Second keep a track of Private companies capex and the beneficiaries For example Tyre manufacturers are doing major capex for which there can be beneficiaries of the ancillary players such as Rajratan Global Wire which benefits as the utilisation of Tyre OEMs improve" [X Link](https://x.com/soicfinance/status/2022649403010363752) 2026-02-14T12:29Z 272.2K followers, [----] engagements "Trigger 3: The I-ROCE Test Don't just look at historical ROCE. Check if NEW capital deployed generates returns EQUAL to or HIGHER than base business. Formula: I-ROCE = Change in EBIT / Change in Capital Employed" [X Link](https://x.com/soicfinance/status/2022649428981829972) 2026-02-14T12:29Z 272.2K followers, [---] engagements "Hindustan copper trades only at a PE of [---] times for a base metal business. Euphoric times" [X Link](https://x.com/soicfinance/status/2016914569671954715) 2026-01-29T16:41Z 272.2K followers, 49.2K engagements "The level of complexity in making EUV machines by ASML Holdings below- One ASML EUV machine contains over [------] components. To put that in perspective a typical car has around [-----] parts" [X Link](https://x.com/soicfinance/status/2020085403299246545) 2026-02-07T10:41Z 272.2K followers, 40.2K engagements "EXCLUSIVE SOIC Investor Pulse [----] Chennai Edition ๐ The wait is over Were coming to Chennai for a high-intensity exclusively offline investor meet-up with Ishmohit Arora. Why you cannot miss this: Ishmohit will be delivering an exclusive presentation. Direct Access: Get your toughest questions answered during the 60-minute live Q&A. The Network: Connect with the SOIC community members over lunch. The Details: ๐ Date: 22nd February ๐ Time: 10:00 a.m. 3:00 p.m. ๐จ Venue: Hilton Chennai Ballroom [--] & [--] ๐ Location: Limited Seats Available. We prioritise a close-knit environment for quality" [X Link](https://x.com/soicfinance/status/2020706444581179514) 2026-02-09T03:48Z 272.2K followers, 45.7K engagements "Some really good results in last [--] days -Microfinance has started recovering -Auto ancs blockbuster nos continue CV industry just adding to it. -Jewellers have done well led by Gold value growth -AMC's had a decent Quarter -Market leaders in COMPOSITE cylinders and Pharmacy distribution had an accelerating Quarter for growth -Few Hospitals are still delivering stupendous growth -SEMICON Proxies keep delivering exceptional numbers in international markets. -Finally RICE packager started showing growth. -Gold lenders in their Gold Business segment had a blow out Quarter. -Aerospace related" [X Link](https://x.com/soicfinance/status/2021971868115427511) 2026-02-12T15:37Z 272.2K followers, 33.5K engagements "CDMO players key clientele and and molecules - Sai Life Sciences stands out with the highest number of commercialized molecules positioning it as one of the most highly diversified firms in the industry. Furthermore as a pure-play CRDMO it continues to demonstrate a strong track record of consistent growth Disclaimer - not a recommendation to buy/sell https://twitter.com/i/web/status/2022281964582293521 https://twitter.com/i/web/status/2022281964582293521" [X Link](https://x.com/soicfinance/status/2022281964582293521) 2026-02-13T12:09Z 272.2K followers, 54.6K engagements "Narayana delivered about 31.6% adjusted PAT growth along with 61% consolidated revenue growth. One of the businesses that has done well consistently Disclaimer: no recommendation to buy or sell" [X Link](https://x.com/soicfinance/status/2022366802781806772) 2026-02-13T17:46Z 272.2K followers, 30.1K engagements "Trigger [--] - Technological Moat & Import Substitution The question one should ask is - Are they just assembling or do they own the IP The real money is in Indigenisation moving up the value chain. Assemblers = commodity play Integrated players = pricing power" [X Link](https://x.com/soicfinance/status/2022649419431317851) 2026-02-14T12:29Z 272.2K followers, [----] engagements "BHEL: Record order book Revenue +16% YoY But ROE at just 2.15% P/E: 178x () Triveni Turbine: Order book: [-----] million ROE: 26.31% Growing aftermarket biz Triveni's secret sauce: Export order book: [----] Cr (up 55% YoY 65% of total) Aftermarket revenue: Record [---] Cr in Q3 Moving up the value chain: API-611/612 compliant turbines for Oil & Gas Higher-value products = better I-ROCE. Same sector. Wildly different capital efficiency. https://twitter.com/i/web/status/2022649432295285138 https://twitter.com/i/web/status/2022649432295285138" [X Link](https://x.com/soicfinance/status/2022649432295285138) 2026-02-14T12:29Z 272.2K followers, [---] engagements "Trigger [--] - Supply Chain Stickiness How deeply integrated is the company with its OEM customers Co-development = high switching costs Commodity supplier = easily replaceable For example if an aerospace component manufacturer is supplying an engine maker like Safran the relationship is incredibly sticky the risk of them being switched out is minimal https://twitter.com/i/web/status/2022649436883816915 https://twitter.com/i/web/status/2022649436883816915" [X Link](https://x.com/soicfinance/status/2022649436883816915) 2026-02-14T12:29Z 272.2K followers, [---] engagements "Trigger [--] - After-Market Moat This is the Razor and Blades model. Capital goods = one-time heavy investment (the razor) Spares + AMC + Services = recurring high-margin revenue (the blades) When capex cools aftermarket protects the bottom line For Example - ESAB India 54% 3-Year ROE Consumables = 70% of revenue (recurring) Almost debt-free Avg Margins - 18-20% Every weld needs electrodes. Every electrode depletes. That's the annuity. Whereas Ador in the same industry is not that big in aftermarket currently have margins in the range of 10-12%" [X Link](https://x.com/soicfinance/status/2022649440742588592) 2026-02-14T12:29Z 272.2K followers, [---] engagements "Don't Aim To Find Multibaggers ๐ฏ Credit: A clip taken from @MotilalOswalLtd YouTube channel" [X Link](https://x.com/anyuser/status/1888941422407012448) 2025-02-10T13:21Z 272.2K followers, 110.6K engagements "Leaving you with a trivia before calling it a day There is an Indian Pharma company that has generated 40%+ EBITDA Margins consistently over last [--] years with an exception of covid year when the margins fell to 38%. Guess the co and think what it tells you about the business quality+Entry barriers if any :) Goodnight on this note" [X Link](https://x.com/soicfinance/status/1945544198297719019) 2025-07-16T18:00Z 272.2K followers, 55.1K engagements "First portfolio disclosure of recent new Flexicap Fund by Sunil Singhania AUM: [----] crores HDFC Bank- 2.78% ICICI Bank-2.42% SBI- 1.69% Fed Bank-1.47% United spirits-1.59% Vedanta-1.45% L&T- 1.47% NTPC- 0.93% Oracle Fin- 1.39% TATA steel- 0.72% Other holdings include [--]. The Urban Co [--]. Emmvee [--]. Inox India [--]. Heritage Foods [--]. Supriya [--]. Deepak Fertilizers https://twitter.com/i/web/status/2009935347460063464 https://twitter.com/i/web/status/2009935347460063464" [X Link](https://x.com/soicfinance/status/2009935347460063464) 2026-01-10T10:28Z 271.8K followers, 49.2K engagements "March 2023- starting PE of [--] times for Nifty [---] Current PE of [--] times Some price correction+Faster EPS growth shall fix this. Nominal GDP growth is to be tracked very closely from here. Any signs of pick up in CY2026- things will start accelerating given the base formation that has taken place https://twitter.com/i/web/status/2010750444122079631 https://twitter.com/i/web/status/2010750444122079631" [X Link](https://x.com/soicfinance/status/2010750444122079631) 2026-01-12T16:27Z 272.2K followers, [----] engagements "Its fascinating to see how the industry giants are taking completely different bets on LGD 1) Signet: Riding the wave. Customers want bigger bling for their buck 2) Titan: Playing it cool. In India diamonds are still seen as wealth not just fashion 3) De Beers: The U-turn. Pivoting LGDs back to industrial use and doubling down on naturals 4) Goldiam: Aggressive expansion. Betting big on "everyday fashion" in India Disclaimer - Not a recommendation to buy/sell https://twitter.com/i/web/status/2011058491180663291 https://twitter.com/i/web/status/2011058491180663291" [X Link](https://x.com/soicfinance/status/2011058491180663291) 2026-01-13T12:51Z 272K followers, 20.3K engagements "This is the annual Dividend Per unit given out by INDIGRID Invit. Almost at a dividend yield of 9.7%+ What is an INVIT An INVIT is a trust structure that: Owns completed revenue-generating infrastructure assets. Collects cash flows (toll transmission charges lease fees tariffs). Distributes most of the cash to investors as regular income. Interesting and emerging asset class along with REITs https://twitter.com/i/web/status/2014661070196203589 https://twitter.com/i/web/status/2014661070196203589" [X Link](https://x.com/soicfinance/status/2014661070196203589) 2026-01-23T11:26Z 272.1K followers, 23.4K engagements "Lets learn about another Unique international business that is a Proxy to BESS in the world Business name- Stif France SAS (Proxy to Global BESS safety) (TIKR- EPA: ALSTI) This will be our second post on international companies. Idea is to cover unique businesses that are not well known. All about the business [--]. STIF France SAS operates in a high margin high-entry barrier niche within the BESS value chain: battery safety and explosion-protection hardware. As lithium-ion battery systems scale to MWh-level containers thermal runaway gas venting and explosion risk become the single biggest" [X Link](https://x.com/soicfinance/status/2015796536333213777) 2026-01-26T14:38Z 272K followers, 20.7K engagements "The nature of warfare is fundamentally changing before our eyes shifting towards a new era of war from home. This transition is reshaping the entire value chain and creating a new set of beneficiaries that are just starting to emerge. We have covered these trends in detail in the report below. I insist that you bookmark this and take a printout to go through over the weekend. Link - https://drive.google.com/file/d/1jjhzqs-KfrSSx7UGrjJ6ar44otlJzk6Z/viewusp=sharing https://drive.google.com/file/d/1jjhzqs-KfrSSx7UGrjJ6ar44otlJzk6Z/viewusp=sharing" [X Link](https://x.com/soicfinance/status/2017103042961953096) 2026-01-30T05:10Z 271.9K followers, 24.4K engagements "Such is the demand for Gas Turbines that an OEM is repurposing an air craft engine into Gas turbines to power natural gas powered plants for Data centres. Always study places with Demand-Supply mismatch" [X Link](https://x.com/soicfinance/status/2017142905744609496) 2026-01-30T07:48Z 271.9K followers, 29.9K engagements "Defence sector Capital outlay for defence higher by 20% YOY" [X Link](https://x.com/soicfinance/status/2017861036339319179) 2026-02-01T07:22Z 272.2K followers, 44.6K engagements "Auto volumes for the month of January All segments Commercial vehicles OEMs Passenger vehicles two wheelers tractors growing in double digits . With wheel ancillaries reporting highest ever monthly turnover " [X Link](https://x.com/soicfinance/status/2017995220760322302) 2026-02-01T16:15Z 271.9K followers, 23.8K engagements "Till now Results have been really good and look far better than even last Q. Even management commentaries are really strong" [X Link](https://x.com/soicfinance/status/2018335828377010277) 2026-02-02T14:48Z 271.9K followers, 25.5K engagements "@itsTarH Business reported Flat ebitda inspite of tariffs :) Resilient businesses show themselves in headwinds" [X Link](https://x.com/soicfinance/status/2018377015368536400) 2026-02-02T17:32Z 271.9K followers, 22.3K engagements "W shaped bear markets+Time wise correction Bull markets have most of the times coincided with a strong to flattish Rupee Are we getting into a same environment with Nominal GDP growth reviving to double digits Nifty [--] below made using @stockscansin" [X Link](https://x.com/soicfinance/status/2018611282216390666) 2026-02-03T09:03Z 272.2K followers, 40.2K engagements "For the last [--] months Indian exporters have been trading with a sword hanging over their heads. The fear of US reciprocal tariffs - threatening to slash EBITDA margins by 200-400 basis points - forced the market to price these stocks for a disaster while there were some players whose maintained there margins well but growth got impacted or deferred. But the disaster now got cancelled. With the new trade framework effectively capping tariffs at 18% (giving India a distinct advantage over the 20%+ rates for Vietnam/Bangladesh and 30%+ for China) the narrative has shifted overnight from" [X Link](https://x.com/soicfinance/status/2018639782780514452) 2026-02-03T10:56Z 272.1K followers, 25.5K engagements "Credit Quality improved a lot for AB capital post results Number [--] thing to check in BFSI businesses" [X Link](https://x.com/soicfinance/status/2018641942092058782) 2026-02-03T11:05Z 272.1K followers, 14.3K engagements "Given the recent AUTO data Seems another Quarter of blow out numbers are possible for AUTO Ancs Tailwinds" [X Link](https://x.com/soicfinance/status/2018965278122746296) 2026-02-04T08:30Z 272K followers, 32.3K engagements "Many stocks in SMALL CAP space are going above their [--] DEMA Signs of bottoming out Stocks above 50DEMA as per @stockscansin https://www.stockscans.in/market-scans/dashboard https://www.stockscans.in/market-scans/dashboard" [X Link](https://x.com/soicfinance/status/2019034303834001491) 2026-02-04T13:04Z 272.1K followers, 21.5K engagements "Capex numbers for [----] Amazon $200 Billion Alphabet $185 Billion Meta between $115-$135 Billion Microsoft at $120 Billion Capex pegged by hyperscalers are $650 Billion Many more winners will emerge in the data center buildout phase. From storage to optics to power plant equipment suppliers and much more. Even base metal suppliers shall do well. Unprecedented tailwinds for Proxies" [X Link](https://x.com/soicfinance/status/2019740803485303082) 2026-02-06T11:51Z 272.2K followers, 31.8K engagements "RT @LearningEleven: Finally completed this wonderful podcast. Back in the time when I was in college NIIT used to have this caption "If y" [X Link](https://x.com/soicfinance/status/2020150147976495404) 2026-02-07T14:58Z 272.2K followers, [--] engagements "RT @soicfinance: EXCLUSIVE SOIC Investor Pulse [----] Chennai Edition ๐ The wait is over Were coming to Chennai for a high-intensity e" [X Link](https://x.com/anyuser/status/2021410040180330910) 2026-02-11T02:24Z 272.1K followers, [--] engagements "Walmart vs Supposed to be WALMART killer (Amazon) comparison over last [--] years" [X Link](https://x.com/soicfinance/status/2018735354518589930) 2026-02-03T17:16Z 272.2K followers, 50.5K engagements "5 Must Watch Videos For Investors 1) WTF Is Wealth Ray Dalio Breaks It Down Mr. Ray Dalio explains how money actually works why asset bubbles form and how investors should build portfolios that survive cycles debt and political change. Great discussion 2) From A Bull Market To A Bear One: Where India Stands An insightful conversation where Mr. Manish Chokhani discusses the current geopolitical scenario and where India stands in the global economy race. A must watch 3) Brave New World- Global Macro Outlook [----] Mr. Ritesh Jain talks about the global macroeconomic landscape President Trump's" [X Link](https://x.com/soicfinance/status/2019410129704350054) 2026-02-05T13:57Z 272.2K followers, 56.9K engagements "Increased capex guidance by Powergrid" [X Link](https://x.com/soicfinance/status/2019049285002911978) 2026-02-04T14:03Z 272.2K followers, 19.2K engagements "AUTO ancs are having a blow out Quarter Sectoral rotation" [X Link](https://x.com/soicfinance/status/1985296496896393556) 2025-11-03T10:42Z 272.3K followers, 65.3K engagements "Nifty [--] PE ratio now at [----] times and at [--] times assuming 12% EPS growth in FY27 Odds are looking more favourable. This is when labour code has impacted earnings for a lot of companies too 3-4% correction and odds can be very favourable Nifty [--] Valuation Meter that we usually use to get an idea about valuations of Mr Market (Nifty) Current Market Valuation: 21.5x PE Ratio (TTM) https://t.co/Kv3tlzCb8k Nifty [--] Valuation Meter that we usually use to get an idea about valuations of Mr Market (Nifty) Current Market Valuation: 21.5x PE Ratio (TTM) https://t.co/Kv3tlzCb8k" [X Link](https://x.com/soicfinance/status/2017946878978269616) 2026-02-01T13:03Z 272.2K followers, 26.3K engagements "Most investors ask in a bear market: When will markets recover Serious learners ask: Which businesses are gaining strength inside the stress Because bear markets dont just correct prices. They reveal quality. If you want a framework to identify: market leaders durable margins relative strength data centre trend-setters semiconductor proxies were hosting a webinar with case studies from India + global market Topic: Discover Strong Businesses in a Bear Market Date & Time: 8th Feb [--] p.m. (IST) Registration Link: Use a browser to enrol mobile apps apply an additional 30% fees Recording available" [X Link](https://x.com/soicfinance/status/2018975304199635338) 2026-02-04T09:09Z 272.2K followers, 92.6K engagements "What is the Moat that ASML Holdings has [--]. One of the few cos that reinvests 15% back into R&D. [--]. Only co to commercialise the EUV technology in the world. [--]. Finally very difficult for key peers like CANON/NIKKON to catch up given the R&D+Patents" [X Link](https://x.com/soicfinance/status/2019324658617839939) 2026-02-05T08:18Z 272.2K followers, 30K engagements "With this blog we uncover the mental model that creates multi-baggers Link - https://substack.com/home/post/p-186970804 https://substack.com/home/post/p-186970804" [X Link](https://x.com/soicfinance/status/2019631658757157024) 2026-02-06T04:38Z 272.3K followers, 40K engagements "For the [---] companies with a market cap exceeding 1000cr that have reported Q3FY26 results there is a clear recovery trend. Median Revenue and EBITDA growth figures suggest a healthy revival in broader market fundamentals. Source - @stockscansin https://www.stockscans.in/result-scans#analyze https://www.stockscans.in/result-scans#analyze" [X Link](https://x.com/soicfinance/status/2019706589398356009) 2026-02-06T09:35Z 272.2K followers, 18.2K engagements "Brief about what we are covering Waste to wealth businesses Unique Asset owners Proxy to AI capex Platforms: the modern monopolies And many other themes with high barriers to entry will be covered and how to find them Most investors ask in a bear market: When will markets recover Serious learners ask: Which businesses are gaining strength inside the stress Because bear markets dont just correct prices. They reveal quality. If you want a framework to identify: market leaders https://t.co/XIxvDaZpYw Most investors ask in a bear market: When will markets recover Serious learners ask: Which" [X Link](https://x.com/soicfinance/status/2020082909441585321) 2026-02-07T10:31Z 272.2K followers, 15.3K engagements "Sheer size of capex with an example Google and Amazon's combined capex in 2026: $380Billion Russian Defence Budget is $149 Billion" [X Link](https://x.com/soicfinance/status/2020103727793700877) 2026-02-07T11:53Z 272.2K followers, 29.7K engagements "SANSERA's ADS business grew 4.4x times YOY We covered the business here https://www.youtube.com/watchv=1MebPmqxOrE https://www.youtube.com/watchv=1MebPmqxOrE" [X Link](https://x.com/soicfinance/status/2020888075258478977) 2026-02-09T15:50Z 272.2K followers, 44.5K engagements "Many blockbuster results in AUTO [--]. SJS [--]. Lumax industries [--]. Sansera led by ADS [--]. SML Mahindra [--]. Force motors [--]. Pricol [--]. TVS GST cut effects being seen in results of the cos. Disc: no reco to buy or sell" [X Link](https://x.com/soicfinance/status/2021143828275790036) 2026-02-10T08:46Z 272.2K followers, 34.3K engagements "Spotting sectoral rotation: [--]. Use Sectoral rotation tool at @stockscansin (market scans)- [--]. Track Macro news related to the sector and relative strength. [--]. Track earnings bottoms up Sectoral rotation tool is available here https://www.stockscans.in/market-scans https://x.com/soicfinance/status/1985296496896393556s=20 https://x.com/soicfinance/status/1969310109986697376s=20 https://x.com/soicfinance/status/1971200897935163527s=20 AUTO ancs are having a blow out Quarter Sectoral rotation https://www.stockscans.in/market-scans https://x.com/soicfinance/status/1985296496896393556s=20" [X Link](https://x.com/soicfinance/status/2021146484150841790) 2026-02-10T08:57Z 272.2K followers, 14.6K engagements "How to build a portfolio when markets are broken" [X Link](https://x.com/soicfinance/status/2021251694948954603) 2026-02-10T15:55Z 272.2K followers, 17.7K engagements "The Auto Upcycle continues Mahindra and proxies to Mahindra are reporting blockbuster numbers 42% PAT growth and Market share gain for M&M in Auto" [X Link](https://x.com/soicfinance/status/2021496047575629873) 2026-02-11T08:06Z 272.2K followers, 26.8K engagements "Market scan dashboard on @stockscansin Which sector is showing maximum strength and signs of sectoral rotation BSE metal PSU Banks Oil & Gas index One tool to help you spot sectoral rotation" [X Link](https://x.com/soicfinance/status/2021648440774865321) 2026-02-11T18:12Z 272.2K followers, 21.6K engagements "Commercial vehicle business up-cycle has come after nearly [--] years but don't forget that these companies are cyclical and in an up-cycle operating leverage will be huge and same will stand true in a down-cycle" [X Link](https://x.com/soicfinance/status/2021870060466581620) 2026-02-12T08:52Z 272.2K followers, 22.3K engagements "Another business that is Proxy to Manufauctring in India reported good results. Time techno 13% Revenue growth 25% PAT You can read more about the business here https://www.soic.in/blog-page/time-technoplast-composites-and-packaging-growth-story https://www.soic.in/blog-page/time-technoplast-composites-and-packaging-growth-story" [X Link](https://x.com/soicfinance/status/2021976414518759494) 2026-02-12T15:55Z 272.2K followers, 22.3K engagements "Private sector CAPEX hit [----] trillion in FY25 a 66% surge from FY22 Manufacturing got 43.8% of this pie. But MoSPI warns: FY26 capex projections show caution firms were conservative amid tariff uncertainty. On top of as private players capacity utilisation hits the higher range of 75-80% the new capex is the trigger for growth for the private players and their capex is fuel for growth for much of the capital good companies. This is the Trigger number [--] that one should keep a watch on. https://twitter.com/i/web/status/2022649398090682729 https://twitter.com/i/web/status/2022649398090682729" [X Link](https://x.com/soicfinance/status/2022649398090682729) 2026-02-14T12:29Z 272.2K followers, [----] engagements "TRIGGER 2: Commodity Prices Capital goods companies are heavy consumers of steel copper aluminum. Softening prices = margin tailwind โ Rising prices = pricing power test ๐งช Steel prices have moderated. Raw material tailwind is real" [X Link](https://x.com/soicfinance/status/2022649407121060015) 2026-02-14T12:29Z 272.2K followers, [----] engagements "PHASE 2: THE WINNER IDENTIFICATION FRAMEWORK Here's where 90% of investors go wrong. They chase order books. A [-----] Cr order book means NOTHING if it doesn't convert to cash" [X Link](https://x.com/soicfinance/status/2022649411311145370) 2026-02-14T12:29Z 272.2K followers, [----] engagements "Just for example - MTAR Technologies or HAL - They aren't just supplying generic metal parts; they are making mission-critical high-precision components for Space (ISRO) Defense and Clean Energy that used to be imported. That proprietary tech is a massive moat. Look at what happened with AMCA (5th Gen Fighter)- HAL was EXCLUDED from the shortlist. Why Order book exceeded 3x annual revenue limit. Tata L&T consortium Bharat Forge alliance made the cut. Private players are eating into PSU dominance" [X Link](https://x.com/soicfinance/status/2022649424401568049) 2026-02-14T12:29Z 272.2K followers, [----] engagements "PHASE 3: THE PEER-TO-PEER MATRIX When comparing two capital goods companies use this checklist: โ Book-to-Bill 1.2x โ 3-Year I-ROCE Historical ROCE โ Working Capital Days: Decreasing โ Gross Margin: Stable/Expanding โ CFO/EBITDA 50% With this one should have the mapping of all the peers and comparing based on the above parameters and finding the one that can be the winner in the micro group https://twitter.com/i/web/status/2022649445490528426 https://twitter.com/i/web/status/2022649445490528426" [X Link](https://x.com/soicfinance/status/2022649445490528426) 2026-02-14T12:29Z 272.2K followers, [---] engagements "Mr. Rajeev Thakkar's advice for young investors ๐ฏ Credit: A clip taken from @_soniashenoy YouTube channel" [X Link](https://x.com/anyuser/status/1912160533068869902) 2025-04-15T15:06Z 272.2K followers, 115.3K engagements "Year [----]. Im on my deathbed. My room looks exactly the same as it did in [----] dull walls no paint no upgrades. Why Because I spent my whole life investing every rupee I earned. No vacations. No experiences. Just SIPs stocks and spreadsheets. My grandchildren are thrilled with the inheritance. But me I never lived the life I was building. I partied in my room. I vacationed in my head. Dont be this person. ๐ก Invest wisely but live fully. โ Set a fixed % to invest โ Enjoy life with the rest You invest for a better tomorrow. When that tomorrow comes dont forget to live it. Balance matters in" [X Link](https://x.com/anyuser/status/1941171220910932125) 2025-07-04T16:24Z 272.2K followers, 119.3K engagements "I have seen plenty of Buffettology on Twitter and in other places over the past few years. Its time to clear the air and understand that there wasn't one but [--] different Warren Buffett's that existed throughout his career ๐๐ Time for a thread: [--] Different Buffett's ๐งต๐งต๐งต" [X Link](https://x.com/anyuser/status/1418069452097155073) 2021-07-22T04:44Z 272.2K followers, [----] engagements "What all do I read to keep myself informed about new opportunities and to keep updating myself with the new happenings in the world Time for a thread about all tools I use to researchFind information and update myself about different subjects ๐งต๐งต๐งต๐งต๐งต๐งต" [X Link](https://x.com/anyuser/status/1435939923975016451) 2021-09-09T12:15Z 272.2K followers, [----] engagements "8 types of chemicals companies with examples (have simplified it as some cos operate across different categories) Link to the https://www.instagram.com/p/CVu7lk-vl47/utm_source=ig_web_copy_link https://www.instagram.com/p/CVu7lk-vl47/utm_source=ig_web_copy_link" [X Link](https://x.com/anyuser/status/1456886495269163009) 2021-11-06T07:29Z 272.2K followers, [----] engagements "Everything about Free cash Flow Simplified What we will talk about in this ๐งต๐งต: 1What is Free Cash Flow 2How to calculate Free Cash Flow 3Types of Free Cash Flow 4Importance & Limitations of Free Cash Flow Let's dive in" [X Link](https://x.com/anyuser/status/1522557021375299584) 2022-05-06T12:40Z 272.2K followers, [----] engagements "A thread on Top [--] Books ๐that an investor can read and Why these books are more value adding compared to the time spent:- ๐งต๐งต๐งต" [X Link](https://x.com/anyuser/status/1523319082799738881) 2022-05-08T15:09Z 272.2K followers, [----] engagements "At the age of [--] Charlie Munger lost his Son to Leukemia & got divorced from his first wife+Nearly went bankrupt as his wife got nearly everything. Yet he kept moving on in life. Never be a victim but a survivor. Envy & self pity are destructive. Be positive no matter what ๐" [X Link](https://x.com/anyuser/status/1539558274198294528) 2022-06-22T10:37Z 272.2K followers, [----] engagements "What is the Topline of a company or What are different ways of looking at the sales/Topline of a company This is a detailed thread on a common yet often misunderstood topic. Retweet to educate maximum investors and those who are running businesses ๐งต๐งต๐งต๐งต๐งต" [X Link](https://x.com/anyuser/status/1551936832283496448) 2022-07-26T14:25Z 272.2K followers, [----] engagements "Chemical sector and the Capex plans Announced Capex for FY23 & FY24 ๐งช๐ฅผ๐งฌ (Some companies have announced for FY23 & some for the next two financial year)" [X Link](https://x.com/anyuser/status/1554370150891405313) 2022-08-02T07:34Z 272.2K followers, [----] engagements "The basics of ROE ROCE & ROIC explained from scratch with multiple case studies ๐งต๐งต๐งต In this thread we will cover: [--] Du Pont of ROE [--] Du Pont of ROCE [--] Going Beyond as Investors [--] Du Pont of ROIC Retweet to educate Maximum Investors ๐๐" [X Link](https://x.com/anyuser/status/1568276751306063874) 2022-09-09T16:34Z 272.2K followers, [----] engagements "Few boring businesses which can keep growing at 15-20% available at reasonable valuations. Apply this screen- PE less than 35x PAT growth of more than 15% ROCE of more than 15% Screening is the first step" [X Link](https://x.com/anyuser/status/1588476733707104256) 2022-11-04T10:22Z 272.2K followers, [----] engagements "The year is [----] and my portfolio has touched [---] crores. This is the result of starting SIP in [----]. Throughout all the years I never took vacations never bought a car and neither did I go out to dine. I had to save money no -Writing this from my death bed๐ค๐ค" [X Link](https://x.com/anyuser/status/1599785691197902850) 2022-12-05T15:20Z 272.2K followers, [----] engagements "This picture speaks for itself Do you agree ๐๐" [X Link](https://x.com/anyuser/status/1608014402707689472) 2022-12-28T08:18Z 272.2K followers, 108.4K engagements "Indian banks have an exposure of around Rs [-----] crore to the Adani Group which is [--] per cent of the group's total debt. 6% of Networth of PSU banks 1.4% of Networth of Private Sector Not a systemic risk to the Banks" [X Link](https://x.com/anyuser/status/1619331064895508480) 2023-01-28T13:46Z 272.2K followers, 136.4K engagements "Number of months of rent required to buy a home in respective city in India :- (Reason why renting makes a lot more sense vs buying these days)" [X Link](https://x.com/anyuser/status/1622553871112634368) 2023-02-06T11:12Z 272.2K followers, 222.7K engagements "Do you know why the Debt to Equity of companies like Titan Jubilant Food Works Apollo Hospitals has gone up significantly in the last few years This is due to the accounting change in leases which a retail investor must know. Let's delve deeper to understand the cause ๐๐" [X Link](https://x.com/anyuser/status/1623335638182543360) 2023-02-08T14:59Z 272.2K followers, 438.2K engagements "7-8 Must read Books if you are new to the World of investing. All of them are covered in this brief video:-" [X Link](https://x.com/anyuser/status/1685254225964711936) 2023-07-29T11:41Z 272.2K followers, 318.4K engagements "Key Valuation Drivers in each and every sector Goodnight Folks. Will reopen registrations for Recording of Valuations Webinar soon (6hours+)" [X Link](https://x.com/anyuser/status/1734281679576145929) 2023-12-11T18:39Z 272.2K followers, 295.4K engagements "Sharing these screens for Public Use:- Been working on these screens for a few years now. These include ways to find stocks showing Margin expansion ROCE Expansion Reasonable Valuations Capex Deleveraging and companies showing epic PAT Growth. Make full use of it folks. Link is given below ๐: https://www.screener.in/user/145178/ https://www.screener.in/user/145178/" [X Link](https://x.com/anyuser/status/1735567926101754226) 2023-12-15T07:50Z 272.2K followers, 225.1K engagements "Sectors on watchlist for 2024:- [--]. Jewellers [--]. Platforms [--]. Real estate [--]. Capital Goods [--]. Power Equipment cos [--]. Hospitals [--]. CDMO [--]. EPC companies with manageable debt [--]. Two Wheeler focused Auto Ancs [--]. Consumer discretionary companies [--]. Wealth Management cos [--]. Iron ore and few Steel tube companies. [--]. Microfinanciers still and Smaller banks" [X Link](https://x.com/anyuser/status/1745052868649107830) 2024-01-10T12:00Z 272.2K followers, 177.5K engagements "Semi Conductor value chain and the players which are here. Detailed video coming soon" [X Link](https://x.com/anyuser/status/1769051626390569167) 2024-03-16T17:22Z 272.2K followers, 95.2K engagements "How market share gains look like" [X Link](https://x.com/anyuser/status/1793970578631872748) 2024-05-24T11:41Z 272.2K followers, 148.6K engagements "Mr. Rakesh Jhunjhunwala on buying and selling a stock ๐๐ Credit: A clip taken from FLAME University YouTube channel" [X Link](https://x.com/anyuser/status/1795112987646214254) 2024-05-27T15:21Z 272.2K followers, 132.6K engagements "Super Investor Mr. Madhu Kela on why it is important to be humble ๐ Credit- A clip taken from @CNBC_Awaaz YouTube channel" [X Link](https://x.com/anyuser/status/1804472592721691009) 2024-06-22T11:12Z 272.2K followers, 137.4K engagements "Manish Chokhani sir on why he feels investing is the best profession in the world ๐๐ Credit- A clip taken from ET Now @ETNOWlive YouTube channel" [X Link](https://x.com/anyuser/status/1829183287811813765) 2024-08-29T15:44Z 272.2K followers, 108.1K engagements "Great Advice For Young Indians @VijayKedia1 sir talking about the importance of savings for retail investors ๐ฏ Credit: A clip taken from KJ Somaiya Institute Of Management YouTube channel" [X Link](https://x.com/anyuser/status/1847643586562498585) 2024-10-19T14:18Z 272.2K followers, 288.4K engagements "A few interesting Gujarati proverbs about Money ๐ธ๐ฐ Some timeless wisdom shared by @NileshShah68 sir ๐ฏ Credit: A clip taken from @CNBC_Awaaz YouTube channel" [X Link](https://x.com/anyuser/status/1861676627777781764) 2024-11-27T07:41Z 272.2K followers, 82.1K engagements "A Sector that has been a huge winner in USA. Very few companies listed in India. We will see more companies getting listed here" [X Link](https://x.com/anyuser/status/1870381783516385364) 2024-12-21T08:12Z 272.2K followers, 198.2K engagements "Idk the original creator of this Insightful message" [X Link](https://x.com/anyuser/status/1876238023874232761) 2025-01-06T12:02Z 272.2K followers, 70.8K engagements "Mr. Vijay Kedia speaking about how serious wealth is created by investing in a Bear Market ๐ป๐ฐ Credit: A clip taken from @MehtaWealth YouTube channel" [X Link](https://x.com/anyuser/status/1877691762191356197) 2025-01-10T12:19Z 272.2K followers, 75.6K engagements "Peter Lynch on how investors can take advantage of market corrections Wise words from one of the greatest investors of all time Reposting this evergreen video as many investors have been badly wounded today ๐ " [X Link](https://x.com/anyuser/status/1878772249144267083) 2025-01-13T11:53Z 272.2K followers, 56.1K engagements "Mr. Vijay Kedia explains how he deals with daily stock market fluctuations Credit: A clip taken from VIP Road CA Association YouTube channel" [X Link](https://x.com/anyuser/status/1882433423236808855) 2025-01-23T14:21Z 272.2K followers, 103K engagements "Survival is the road to riches in the stock market ๐ฐ๐ Credit: A clip taken from @livemint YouTube channel" [X Link](https://x.com/anyuser/status/1884609479875915935) 2025-01-29T14:28Z 272.2K followers, 63K engagements "Some wise words about the stock market by Mr. Rakesh Jhunjhunwala A must watch for all investors Source: Clip taken from @IndiaToday YouTube channel" [X Link](https://x.com/anyuser/status/1889273759976088046) 2025-02-11T11:22Z 272.2K followers, 80.1K engagements "Bit by bit promoters have started buying in their own companies. Seeing promoter buying over last 3-4 days" [X Link](https://x.com/anyuser/status/1890824777276735938) 2025-02-15T18:05Z 272.2K followers, 165.8K engagements "Based on our understanding of the CDMO Industry Generic CDMOs: Alivus Lifesciences Windlas Senores Akums drugs Innova Captab. These are those CDMOs which are doing contract manufacturing for drugs which are off patent. Mix of Generics+Patented CDMOs: Hikal Aarti Pharma Labs Jubilant Pharmova Laurus (doing more innovator work now). These are those CDMOs which do contract manufacturing for both Patented and off patent drugs in their CDMO verticals. Patented CDMO businesses: Suven Pharma Neuland Labs Blue Jet Divis Labs Ami organics. These are those businesses which are doing manufacturing for" [X Link](https://x.com/anyuser/status/1897156712324587965) 2025-03-05T05:26Z 272.2K followers, 120.3K engagements "Nothing wrong in doing SME investing. But for an average retail investor with no access to managements or what is happening in the business. It's a game of shooting darts in the dark. Most of the SME investors who have made it big: Beneficiaries of the cycle+They are very hard working on the ground. You can't be doing screener investing in SMEs. One such example below- no exits possible. Constant lower circuits since 7th Feb" [X Link](https://x.com/soicfinance/status/1899327229236031569) 2025-03-11T05:11Z 272.2K followers, 47.2K engagements "Now even ADANI decides to enter Cables & Wires. On a sidenote hope corporates spend capital in a more innovative and cutting edge industries instead of Paints Jewellery Cola Cables Cement etc etc. Respect for Murugappa's and TATAs goes up even further when we see them investing in localisation Semiconductor packaging or Aviation manufacturing. Disc: no reco to buy or sell. Not invested" [X Link](https://x.com/anyuser/status/1902390136396247100) 2025-03-19T16:02Z 272.2K followers, 136.3K engagements "When Luxury becomes a Necessity that is the story to watch ๐ตโ Credit: A clip taken from Ahmedabad branch of WIRC of ICAI YouTube channel" [X Link](https://x.com/anyuser/status/1912502377359302957) 2025-04-16T13:44Z 272.2K followers, 70K engagements "Themes we think can grow in double digits Electrification Weight loss drugs CDMOs Lab Grown Diamonds Defence Good Banks where structure is changing (Universal bank) Financialisation theme like Investment bankers Wealth managers Custodians etc New Age Capital goods like PEBs or Mechanisation or Data centre Capital goods Auto OEMs with blockbuster products Boring businesses like coffee Rice or retailing Premiumization trend (PPF watches or others) IT product companies transitioning to SAAS businesses Hospitals and domestic healthcare Anything that you find interesting" [X Link](https://x.com/anyuser/status/1928451116720898395) 2025-05-30T13:59Z 272.2K followers, 128.8K engagements "Valuation ratios to be used sector by sector in India with the reason" [X Link](https://x.com/anyuser/status/1938190177958294014) 2025-06-26T10:58Z 272.2K followers, 334K engagements "Don't Aim To Find Multibaggers ๐ฏ Credit: A clip taken from @MotilalOswalLtd YouTube channel" [X Link](https://x.com/anyuser/status/1941505148871901195) 2025-07-05T14:31Z 272.2K followers, 77.4K engagements "4 detailed videos which add value to the larger investor community 1) Learn to use Screener 2) Learn to use Tijori Finance 3) Learn to use TradingView 4) Learn to use ValuePickr All [--] videos are made in really simple language and these are basic tools which one can learn to accelerate their investing journey http://youtu.be/7EbnGe-CwYU http://youtu.be/3J2AOQ08rqA http://youtu.be/QepqlA8jggg http://youtu.be/H7Qe-uYsQ6Q http://youtu.be/7EbnGe-CwYU http://youtu.be/3J2AOQ08rqA http://youtu.be/QepqlA8jggg http://youtu.be/H7Qe-uYsQ6Q" [X Link](https://x.com/anyuser/status/1945799598347559206) 2025-07-17T10:55Z 272.2K followers, 203.4K engagements "1. Drug: KarXT Company: Karuna Therapeutics Used for: Schizophrenia Est. [----] sales: $2.8 billion Indian CDMOs: Optionality Business model only need few to click big https://www.fiercepharma.com/special-reports/top-10-most-anticipated-drug-launches-2024 https://www.fiercepharma.com/special-reports/top-10-most-anticipated-drug-launches-2024" [X Link](https://x.com/soicfinance/status/1753148937719149053) 2024-02-01T20:10Z 272.2K followers, 36.2K engagements "We have written a detailed report on the Premiumisation trend in India :) Just sharing one of the snippets from the same" [X Link](https://x.com/anyuser/status/1959188676342411348) 2025-08-23T09:39Z 272.2K followers, 241K engagements "Recently met @Gautam__Baid was a pleasure meeting Joys of Compounding is a must read :)" [X Link](https://x.com/anyuser/status/1451495675045154821) 2021-10-22T10:28Z 272.2K followers, [---] engagements "Five types of Businesses in the IT Industry Full post https://www.instagram.com/p/CV5fzCJtTAP/ https://www.instagram.com/p/CV5fzCJtTAP/" [X Link](https://x.com/anyuser/status/1456661268731817985) 2021-11-05T16:34Z 272.2K followers, [----] engagements "Just heard the interview of one of the newly listed companies. [--] Profits 100% CAGR in Arrogance Staying away ๐๐" [X Link](https://x.com/anyuser/status/1461285552892694536) 2021-11-18T10:49Z 272.2K followers, [----] engagements "The Basics of a Cash Flow Statement explained from scratch ๐ง๐ฐ๐งฎ In this thread we will talk about - [--]. How Cash flow statement is made [--]. What is CFOCFI and CFF [--]. Why is CFO/Ebitda important [--]. Finally we will talk about Free Cash flow statement Retweet for max reach" [X Link](https://x.com/anyuser/status/1517490169058041856) 2022-04-22T13:07Z 272.2K followers, [----] engagements "Sri Lanka Economic Crisisโ Bangladesh Economic woesโ Pakistan Economy strugglingโ Be grateful to the country in which you live At a time when our neighbours our suffering we continue to do well and remain strong" [X Link](https://x.com/anyuser/status/1552920229495201794) 2022-07-29T07:33Z 272.2K followers, [----] engagements "Did a video on how to use @screener_in way back when we started the channel. Since then they have added too many new features which add a lot of value to the investing community :) Should I do another one soon Just drop a hell yes in the comment section if "Yes"" [X Link](https://x.com/anyuser/status/1618601031759458305) 2023-01-26T13:25Z 272.2K followers, 160.1K engagements "If you are new to the markets. You must watch these [--] videos to accelerate your Journey ๐งต๐งต๐งต๐งต๐งต" [X Link](https://x.com/anyuser/status/1674374659092144128) 2023-06-29T11:10Z 272.2K followers, 393.4K engagements "You Can Never Achieve Without Dreaming ๐ฅ๐ Mr. Rakesh Jhunjhunwala's Life Advice ๐ฏ Credit: A clip taken from @FLAMEUniversity YouTube channel" [X Link](https://x.com/anyuser/status/1835704499798790438) 2024-09-16T15:37Z 272.2K followers, 109.4K engagements "Transmission capex" [X Link](https://x.com/soicfinance/status/1850797258960486823) 2024-10-28T07:10Z 272.3K followers, 133.4K engagements "On a lighter note :)" [X Link](https://x.com/anyuser/status/1485564845210877952) 2022-01-24T10:47Z 272.2K followers, [----] engagements "Mr. Rakesh Jhunjhunwala explaining how Bull Markets die ๐๐ Credit: A clip taken from @ETNOWlive YouTube channel" [X Link](https://x.com/anyuser/status/1838592820686320032) 2024-09-24T14:54Z 272.2K followers, 111.4K engagements "Always a waste of time to discuss about "Market Kya Lagta Hai'' Some wise words from @VijayKedia1 sir ๐ฏ Credit: A clip taken from Mr. Vijay Kedia's interview on The Trakinvest Show" [X Link](https://x.com/anyuser/status/1842150507676090689) 2024-10-04T10:31Z 272.2K followers, 97.9K engagements "One of Professors student made [--] crores starting from [--] in [--] years from the markets. Traits that helped him: [--]. Prof described him as humble [--]. Learning machine [--]. Power of compounding in Equity markets Must watch https://youtu.be/K7Y5iwBe3E0si=j5RyR5kbzkdiTFWO https://youtu.be/K7Y5iwBe3E0si=j5RyR5kbzkdiTFWO" [X Link](https://x.com/soicfinance/status/1931212866251903073) 2025-06-07T04:53Z 272.2K followers, 128.9K engagements "Corporate India not passing on higher Profitability to employees in the form of Wage hikes. Boosting ROE and depressing salaries https://www.moneycontrol.com/news/business/economy/economic-survey-calls-moderation-in-wages-and-employment-despite-robust-corporate-profit-a-serious-concern-12925634.html https://www.moneycontrol.com/news/business/economy/economic-survey-calls-moderation-in-wages-and-employment-despite-robust-corporate-profit-a-serious-concern-12925634.html" [X Link](https://x.com/soicfinance/status/1885270549724881397) 2025-01-31T10:15Z 272.3K followers, 26.8K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@soicfinance Intrinsic CompoundingIntrinsic Compounding posts on X about youtube, business, india, what is the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 33.87% technology brands 17.74% social networks 12.9% countries 9.68% stocks 3.23% luxury brands 0.81%
Social topic influence youtube 12.1%, business 8.06%, india 8.06%, what is 4.03%, the world 4.03%, sector 4.03%, check #1508, how to 3.23%, metal #2953, auto 3.23%
Top accounts mentioned or mentioned by @stockscansin @itstarh @soicin @motilaloswalltd @learningeleven @cnbcawaaz @etnowlive @vijaykedia1 @repalvs @pkjat340 @grok @investing0a @ujjwalsinha91 @shashankudupa1 @soniashenoy @nileshshah68 @mehtawealth @livemint @indiatoday @gautambaid
Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last [--] hours
"China's Anti involution drive will drive the next set of big winners ignored by Mr Market"
X Link 2026-02-10T11:44Z 272.2K followers, 34.9K engagements
"Share of AI disruption mentions across earnings-call transcripts by market"
X Link 2026-02-13T12:40Z 272.2K followers, 18K engagements
"Trigger [--] - Check the quality of order book and the cash flow conversion Take companies like Genus Power and TD Power for instance both have huge order backlogs and super-normal topline growth. Yet even a cursory glance at their receivables and OCF makes it easy to see that TD Powers order book quality is far superior to Genus's. An inflated order book is a vanity metric if it doesn't convert to cash. https://twitter.com/i/web/status/2022649414851125686 https://twitter.com/i/web/status/2022649414851125686"
X Link 2026-02-14T12:29Z 272.2K followers, [----] engagements
"How to use ChatGPT to check if management walks the talk ๐ตโ Source: A clip taken from a podcast with @ShashankUdupa1"
X Link 2025-11-06T13:59Z 272.2K followers, 94.8K engagements
"PRIVI Finally gives the roadmap for 5k crore+ revenue Capacity additions+EBITDA margins to be north of 20%"
X Link 2026-02-10T10:39Z 272.2K followers, 25.8K engagements
"Phase [--] - Mapping the capex engine The most important question: Who is spending Government capex Private capex Private capex = broad economic confidence Govt capex = policy-driven (can reverse) Just as an example the current cycle started with public spending (Railways Vande Bharat Defence Roads Solar pumps) Whereas the cycle gets less lumpy and more reliable as private capex kicks in such as Data centre expansion Electronic manufacturing boom manufacturing capex Renewables etc"
X Link 2026-02-14T12:29Z 272.2K followers, [----] engagements
"To simplify - Keep a track of the government policies and one map the companies based on the spending of the govt Second keep a track of Private companies capex and the beneficiaries For example Tyre manufacturers are doing major capex for which there can be beneficiaries of the ancillary players such as Rajratan Global Wire which benefits as the utilisation of Tyre OEMs improve"
X Link 2026-02-14T12:29Z 272.2K followers, [----] engagements
"Trigger 3: The I-ROCE Test Don't just look at historical ROCE. Check if NEW capital deployed generates returns EQUAL to or HIGHER than base business. Formula: I-ROCE = Change in EBIT / Change in Capital Employed"
X Link 2026-02-14T12:29Z 272.2K followers, [---] engagements
"Hindustan copper trades only at a PE of [---] times for a base metal business. Euphoric times"
X Link 2026-01-29T16:41Z 272.2K followers, 49.2K engagements
"The level of complexity in making EUV machines by ASML Holdings below- One ASML EUV machine contains over [------] components. To put that in perspective a typical car has around [-----] parts"
X Link 2026-02-07T10:41Z 272.2K followers, 40.2K engagements
"EXCLUSIVE SOIC Investor Pulse [----] Chennai Edition ๐ The wait is over Were coming to Chennai for a high-intensity exclusively offline investor meet-up with Ishmohit Arora. Why you cannot miss this: Ishmohit will be delivering an exclusive presentation. Direct Access: Get your toughest questions answered during the 60-minute live Q&A. The Network: Connect with the SOIC community members over lunch. The Details: ๐
Date: 22nd February ๐ Time: 10:00 a.m. 3:00 p.m. ๐จ Venue: Hilton Chennai Ballroom [--] & [--] ๐ Location: Limited Seats Available. We prioritise a close-knit environment for quality"
X Link 2026-02-09T03:48Z 272.2K followers, 45.7K engagements
"Some really good results in last [--] days -Microfinance has started recovering -Auto ancs blockbuster nos continue CV industry just adding to it. -Jewellers have done well led by Gold value growth -AMC's had a decent Quarter -Market leaders in COMPOSITE cylinders and Pharmacy distribution had an accelerating Quarter for growth -Few Hospitals are still delivering stupendous growth -SEMICON Proxies keep delivering exceptional numbers in international markets. -Finally RICE packager started showing growth. -Gold lenders in their Gold Business segment had a blow out Quarter. -Aerospace related"
X Link 2026-02-12T15:37Z 272.2K followers, 33.5K engagements
"CDMO players key clientele and and molecules - Sai Life Sciences stands out with the highest number of commercialized molecules positioning it as one of the most highly diversified firms in the industry. Furthermore as a pure-play CRDMO it continues to demonstrate a strong track record of consistent growth Disclaimer - not a recommendation to buy/sell https://twitter.com/i/web/status/2022281964582293521 https://twitter.com/i/web/status/2022281964582293521"
X Link 2026-02-13T12:09Z 272.2K followers, 54.6K engagements
"Narayana delivered about 31.6% adjusted PAT growth along with 61% consolidated revenue growth. One of the businesses that has done well consistently Disclaimer: no recommendation to buy or sell"
X Link 2026-02-13T17:46Z 272.2K followers, 30.1K engagements
"Trigger [--] - Technological Moat & Import Substitution The question one should ask is - Are they just assembling or do they own the IP The real money is in Indigenisation moving up the value chain. Assemblers = commodity play Integrated players = pricing power"
X Link 2026-02-14T12:29Z 272.2K followers, [----] engagements
"BHEL: Record order book Revenue +16% YoY But ROE at just 2.15% P/E: 178x () Triveni Turbine: Order book: [-----] million ROE: 26.31% Growing aftermarket biz Triveni's secret sauce: Export order book: [----] Cr (up 55% YoY 65% of total) Aftermarket revenue: Record [---] Cr in Q3 Moving up the value chain: API-611/612 compliant turbines for Oil & Gas Higher-value products = better I-ROCE. Same sector. Wildly different capital efficiency. https://twitter.com/i/web/status/2022649432295285138 https://twitter.com/i/web/status/2022649432295285138"
X Link 2026-02-14T12:29Z 272.2K followers, [---] engagements
"Trigger [--] - Supply Chain Stickiness How deeply integrated is the company with its OEM customers Co-development = high switching costs Commodity supplier = easily replaceable For example if an aerospace component manufacturer is supplying an engine maker like Safran the relationship is incredibly sticky the risk of them being switched out is minimal https://twitter.com/i/web/status/2022649436883816915 https://twitter.com/i/web/status/2022649436883816915"
X Link 2026-02-14T12:29Z 272.2K followers, [---] engagements
"Trigger [--] - After-Market Moat This is the Razor and Blades model. Capital goods = one-time heavy investment (the razor) Spares + AMC + Services = recurring high-margin revenue (the blades) When capex cools aftermarket protects the bottom line For Example - ESAB India 54% 3-Year ROE Consumables = 70% of revenue (recurring) Almost debt-free Avg Margins - 18-20% Every weld needs electrodes. Every electrode depletes. That's the annuity. Whereas Ador in the same industry is not that big in aftermarket currently have margins in the range of 10-12%"
X Link 2026-02-14T12:29Z 272.2K followers, [---] engagements
"Don't Aim To Find Multibaggers ๐ฏ Credit: A clip taken from @MotilalOswalLtd YouTube channel"
X Link 2025-02-10T13:21Z 272.2K followers, 110.6K engagements
"Leaving you with a trivia before calling it a day There is an Indian Pharma company that has generated 40%+ EBITDA Margins consistently over last [--] years with an exception of covid year when the margins fell to 38%. Guess the co and think what it tells you about the business quality+Entry barriers if any :) Goodnight on this note"
X Link 2025-07-16T18:00Z 272.2K followers, 55.1K engagements
"First portfolio disclosure of recent new Flexicap Fund by Sunil Singhania AUM: [----] crores HDFC Bank- 2.78% ICICI Bank-2.42% SBI- 1.69% Fed Bank-1.47% United spirits-1.59% Vedanta-1.45% L&T- 1.47% NTPC- 0.93% Oracle Fin- 1.39% TATA steel- 0.72% Other holdings include [--]. The Urban Co [--]. Emmvee [--]. Inox India [--]. Heritage Foods [--]. Supriya [--]. Deepak Fertilizers https://twitter.com/i/web/status/2009935347460063464 https://twitter.com/i/web/status/2009935347460063464"
X Link 2026-01-10T10:28Z 271.8K followers, 49.2K engagements
"March 2023- starting PE of [--] times for Nifty [---] Current PE of [--] times Some price correction+Faster EPS growth shall fix this. Nominal GDP growth is to be tracked very closely from here. Any signs of pick up in CY2026- things will start accelerating given the base formation that has taken place https://twitter.com/i/web/status/2010750444122079631 https://twitter.com/i/web/status/2010750444122079631"
X Link 2026-01-12T16:27Z 272.2K followers, [----] engagements
"Its fascinating to see how the industry giants are taking completely different bets on LGD 1) Signet: Riding the wave. Customers want bigger bling for their buck 2) Titan: Playing it cool. In India diamonds are still seen as wealth not just fashion 3) De Beers: The U-turn. Pivoting LGDs back to industrial use and doubling down on naturals 4) Goldiam: Aggressive expansion. Betting big on "everyday fashion" in India Disclaimer - Not a recommendation to buy/sell https://twitter.com/i/web/status/2011058491180663291 https://twitter.com/i/web/status/2011058491180663291"
X Link 2026-01-13T12:51Z 272K followers, 20.3K engagements
"This is the annual Dividend Per unit given out by INDIGRID Invit. Almost at a dividend yield of 9.7%+ What is an INVIT An INVIT is a trust structure that: Owns completed revenue-generating infrastructure assets. Collects cash flows (toll transmission charges lease fees tariffs). Distributes most of the cash to investors as regular income. Interesting and emerging asset class along with REITs https://twitter.com/i/web/status/2014661070196203589 https://twitter.com/i/web/status/2014661070196203589"
X Link 2026-01-23T11:26Z 272.1K followers, 23.4K engagements
"Lets learn about another Unique international business that is a Proxy to BESS in the world Business name- Stif France SAS (Proxy to Global BESS safety) (TIKR- EPA: ALSTI) This will be our second post on international companies. Idea is to cover unique businesses that are not well known. All about the business [--]. STIF France SAS operates in a high margin high-entry barrier niche within the BESS value chain: battery safety and explosion-protection hardware. As lithium-ion battery systems scale to MWh-level containers thermal runaway gas venting and explosion risk become the single biggest"
X Link 2026-01-26T14:38Z 272K followers, 20.7K engagements
"The nature of warfare is fundamentally changing before our eyes shifting towards a new era of war from home. This transition is reshaping the entire value chain and creating a new set of beneficiaries that are just starting to emerge. We have covered these trends in detail in the report below. I insist that you bookmark this and take a printout to go through over the weekend. Link - https://drive.google.com/file/d/1jjhzqs-KfrSSx7UGrjJ6ar44otlJzk6Z/viewusp=sharing https://drive.google.com/file/d/1jjhzqs-KfrSSx7UGrjJ6ar44otlJzk6Z/viewusp=sharing"
X Link 2026-01-30T05:10Z 271.9K followers, 24.4K engagements
"Such is the demand for Gas Turbines that an OEM is repurposing an air craft engine into Gas turbines to power natural gas powered plants for Data centres. Always study places with Demand-Supply mismatch"
X Link 2026-01-30T07:48Z 271.9K followers, 29.9K engagements
"Defence sector Capital outlay for defence higher by 20% YOY"
X Link 2026-02-01T07:22Z 272.2K followers, 44.6K engagements
"Auto volumes for the month of January All segments Commercial vehicles OEMs Passenger vehicles two wheelers tractors growing in double digits . With wheel ancillaries reporting highest ever monthly turnover "
X Link 2026-02-01T16:15Z 271.9K followers, 23.8K engagements
"Till now Results have been really good and look far better than even last Q. Even management commentaries are really strong"
X Link 2026-02-02T14:48Z 271.9K followers, 25.5K engagements
"@itsTarH Business reported Flat ebitda inspite of tariffs :) Resilient businesses show themselves in headwinds"
X Link 2026-02-02T17:32Z 271.9K followers, 22.3K engagements
"W shaped bear markets+Time wise correction Bull markets have most of the times coincided with a strong to flattish Rupee Are we getting into a same environment with Nominal GDP growth reviving to double digits Nifty [--] below made using @stockscansin"
X Link 2026-02-03T09:03Z 272.2K followers, 40.2K engagements
"For the last [--] months Indian exporters have been trading with a sword hanging over their heads. The fear of US reciprocal tariffs - threatening to slash EBITDA margins by 200-400 basis points - forced the market to price these stocks for a disaster while there were some players whose maintained there margins well but growth got impacted or deferred. But the disaster now got cancelled. With the new trade framework effectively capping tariffs at 18% (giving India a distinct advantage over the 20%+ rates for Vietnam/Bangladesh and 30%+ for China) the narrative has shifted overnight from"
X Link 2026-02-03T10:56Z 272.1K followers, 25.5K engagements
"Credit Quality improved a lot for AB capital post results Number [--] thing to check in BFSI businesses"
X Link 2026-02-03T11:05Z 272.1K followers, 14.3K engagements
"Given the recent AUTO data Seems another Quarter of blow out numbers are possible for AUTO Ancs Tailwinds"
X Link 2026-02-04T08:30Z 272K followers, 32.3K engagements
"Many stocks in SMALL CAP space are going above their [--] DEMA Signs of bottoming out Stocks above 50DEMA as per @stockscansin https://www.stockscans.in/market-scans/dashboard https://www.stockscans.in/market-scans/dashboard"
X Link 2026-02-04T13:04Z 272.1K followers, 21.5K engagements
"Capex numbers for [----] Amazon $200 Billion Alphabet $185 Billion Meta between $115-$135 Billion Microsoft at $120 Billion Capex pegged by hyperscalers are $650 Billion Many more winners will emerge in the data center buildout phase. From storage to optics to power plant equipment suppliers and much more. Even base metal suppliers shall do well. Unprecedented tailwinds for Proxies"
X Link 2026-02-06T11:51Z 272.2K followers, 31.8K engagements
"RT @LearningEleven: Finally completed this wonderful podcast. Back in the time when I was in college NIIT used to have this caption "If y"
X Link 2026-02-07T14:58Z 272.2K followers, [--] engagements
"RT @soicfinance: EXCLUSIVE SOIC Investor Pulse [----] Chennai Edition ๐ The wait is over Were coming to Chennai for a high-intensity e"
X Link 2026-02-11T02:24Z 272.1K followers, [--] engagements
"Walmart vs Supposed to be WALMART killer (Amazon) comparison over last [--] years"
X Link 2026-02-03T17:16Z 272.2K followers, 50.5K engagements
"5 Must Watch Videos For Investors 1) WTF Is Wealth Ray Dalio Breaks It Down Mr. Ray Dalio explains how money actually works why asset bubbles form and how investors should build portfolios that survive cycles debt and political change. Great discussion 2) From A Bull Market To A Bear One: Where India Stands An insightful conversation where Mr. Manish Chokhani discusses the current geopolitical scenario and where India stands in the global economy race. A must watch 3) Brave New World- Global Macro Outlook [----] Mr. Ritesh Jain talks about the global macroeconomic landscape President Trump's"
X Link 2026-02-05T13:57Z 272.2K followers, 56.9K engagements
"Increased capex guidance by Powergrid"
X Link 2026-02-04T14:03Z 272.2K followers, 19.2K engagements
"AUTO ancs are having a blow out Quarter Sectoral rotation"
X Link 2025-11-03T10:42Z 272.3K followers, 65.3K engagements
"Nifty [--] PE ratio now at [----] times and at [--] times assuming 12% EPS growth in FY27 Odds are looking more favourable. This is when labour code has impacted earnings for a lot of companies too 3-4% correction and odds can be very favourable Nifty [--] Valuation Meter that we usually use to get an idea about valuations of Mr Market (Nifty) Current Market Valuation: 21.5x PE Ratio (TTM) https://t.co/Kv3tlzCb8k Nifty [--] Valuation Meter that we usually use to get an idea about valuations of Mr Market (Nifty) Current Market Valuation: 21.5x PE Ratio (TTM) https://t.co/Kv3tlzCb8k"
X Link 2026-02-01T13:03Z 272.2K followers, 26.3K engagements
"Most investors ask in a bear market: When will markets recover Serious learners ask: Which businesses are gaining strength inside the stress Because bear markets dont just correct prices. They reveal quality. If you want a framework to identify: market leaders durable margins relative strength data centre trend-setters semiconductor proxies were hosting a webinar with case studies from India + global market Topic: Discover Strong Businesses in a Bear Market Date & Time: 8th Feb [--] p.m. (IST) Registration Link: Use a browser to enrol mobile apps apply an additional 30% fees Recording available"
X Link 2026-02-04T09:09Z 272.2K followers, 92.6K engagements
"What is the Moat that ASML Holdings has [--]. One of the few cos that reinvests 15% back into R&D. [--]. Only co to commercialise the EUV technology in the world. [--]. Finally very difficult for key peers like CANON/NIKKON to catch up given the R&D+Patents"
X Link 2026-02-05T08:18Z 272.2K followers, 30K engagements
"With this blog we uncover the mental model that creates multi-baggers Link - https://substack.com/home/post/p-186970804 https://substack.com/home/post/p-186970804"
X Link 2026-02-06T04:38Z 272.3K followers, 40K engagements
"For the [---] companies with a market cap exceeding 1000cr that have reported Q3FY26 results there is a clear recovery trend. Median Revenue and EBITDA growth figures suggest a healthy revival in broader market fundamentals. Source - @stockscansin https://www.stockscans.in/result-scans#analyze https://www.stockscans.in/result-scans#analyze"
X Link 2026-02-06T09:35Z 272.2K followers, 18.2K engagements
"Brief about what we are covering Waste to wealth businesses Unique Asset owners Proxy to AI capex Platforms: the modern monopolies And many other themes with high barriers to entry will be covered and how to find them Most investors ask in a bear market: When will markets recover Serious learners ask: Which businesses are gaining strength inside the stress Because bear markets dont just correct prices. They reveal quality. If you want a framework to identify: market leaders https://t.co/XIxvDaZpYw Most investors ask in a bear market: When will markets recover Serious learners ask: Which"
X Link 2026-02-07T10:31Z 272.2K followers, 15.3K engagements
"Sheer size of capex with an example Google and Amazon's combined capex in 2026: $380Billion Russian Defence Budget is $149 Billion"
X Link 2026-02-07T11:53Z 272.2K followers, 29.7K engagements
"SANSERA's ADS business grew 4.4x times YOY We covered the business here https://www.youtube.com/watchv=1MebPmqxOrE https://www.youtube.com/watchv=1MebPmqxOrE"
X Link 2026-02-09T15:50Z 272.2K followers, 44.5K engagements
"Many blockbuster results in AUTO [--]. SJS [--]. Lumax industries [--]. Sansera led by ADS [--]. SML Mahindra [--]. Force motors [--]. Pricol [--]. TVS GST cut effects being seen in results of the cos. Disc: no reco to buy or sell"
X Link 2026-02-10T08:46Z 272.2K followers, 34.3K engagements
"Spotting sectoral rotation: [--]. Use Sectoral rotation tool at @stockscansin (market scans)- [--]. Track Macro news related to the sector and relative strength. [--]. Track earnings bottoms up Sectoral rotation tool is available here https://www.stockscans.in/market-scans https://x.com/soicfinance/status/1985296496896393556s=20 https://x.com/soicfinance/status/1969310109986697376s=20 https://x.com/soicfinance/status/1971200897935163527s=20 AUTO ancs are having a blow out Quarter Sectoral rotation https://www.stockscans.in/market-scans https://x.com/soicfinance/status/1985296496896393556s=20"
X Link 2026-02-10T08:57Z 272.2K followers, 14.6K engagements
"How to build a portfolio when markets are broken"
X Link 2026-02-10T15:55Z 272.2K followers, 17.7K engagements
"The Auto Upcycle continues Mahindra and proxies to Mahindra are reporting blockbuster numbers 42% PAT growth and Market share gain for M&M in Auto"
X Link 2026-02-11T08:06Z 272.2K followers, 26.8K engagements
"Market scan dashboard on @stockscansin Which sector is showing maximum strength and signs of sectoral rotation BSE metal PSU Banks Oil & Gas index One tool to help you spot sectoral rotation"
X Link 2026-02-11T18:12Z 272.2K followers, 21.6K engagements
"Commercial vehicle business up-cycle has come after nearly [--] years but don't forget that these companies are cyclical and in an up-cycle operating leverage will be huge and same will stand true in a down-cycle"
X Link 2026-02-12T08:52Z 272.2K followers, 22.3K engagements
"Another business that is Proxy to Manufauctring in India reported good results. Time techno 13% Revenue growth 25% PAT You can read more about the business here https://www.soic.in/blog-page/time-technoplast-composites-and-packaging-growth-story https://www.soic.in/blog-page/time-technoplast-composites-and-packaging-growth-story"
X Link 2026-02-12T15:55Z 272.2K followers, 22.3K engagements
"Private sector CAPEX hit [----] trillion in FY25 a 66% surge from FY22 Manufacturing got 43.8% of this pie. But MoSPI warns: FY26 capex projections show caution firms were conservative amid tariff uncertainty. On top of as private players capacity utilisation hits the higher range of 75-80% the new capex is the trigger for growth for the private players and their capex is fuel for growth for much of the capital good companies. This is the Trigger number [--] that one should keep a watch on. https://twitter.com/i/web/status/2022649398090682729 https://twitter.com/i/web/status/2022649398090682729"
X Link 2026-02-14T12:29Z 272.2K followers, [----] engagements
"TRIGGER 2: Commodity Prices Capital goods companies are heavy consumers of steel copper aluminum. Softening prices = margin tailwind โ
Rising prices = pricing power test ๐งช Steel prices have moderated. Raw material tailwind is real"
X Link 2026-02-14T12:29Z 272.2K followers, [----] engagements
"PHASE 2: THE WINNER IDENTIFICATION FRAMEWORK Here's where 90% of investors go wrong. They chase order books. A [-----] Cr order book means NOTHING if it doesn't convert to cash"
X Link 2026-02-14T12:29Z 272.2K followers, [----] engagements
"Just for example - MTAR Technologies or HAL - They aren't just supplying generic metal parts; they are making mission-critical high-precision components for Space (ISRO) Defense and Clean Energy that used to be imported. That proprietary tech is a massive moat. Look at what happened with AMCA (5th Gen Fighter)- HAL was EXCLUDED from the shortlist. Why Order book exceeded 3x annual revenue limit. Tata L&T consortium Bharat Forge alliance made the cut. Private players are eating into PSU dominance"
X Link 2026-02-14T12:29Z 272.2K followers, [----] engagements
"PHASE 3: THE PEER-TO-PEER MATRIX When comparing two capital goods companies use this checklist: โ Book-to-Bill 1.2x โ 3-Year I-ROCE Historical ROCE โ Working Capital Days: Decreasing โ Gross Margin: Stable/Expanding โ CFO/EBITDA 50% With this one should have the mapping of all the peers and comparing based on the above parameters and finding the one that can be the winner in the micro group https://twitter.com/i/web/status/2022649445490528426 https://twitter.com/i/web/status/2022649445490528426"
X Link 2026-02-14T12:29Z 272.2K followers, [---] engagements
"Mr. Rajeev Thakkar's advice for young investors ๐ฏ Credit: A clip taken from @_soniashenoy YouTube channel"
X Link 2025-04-15T15:06Z 272.2K followers, 115.3K engagements
"Year [----]. Im on my deathbed. My room looks exactly the same as it did in [----] dull walls no paint no upgrades. Why Because I spent my whole life investing every rupee I earned. No vacations. No experiences. Just SIPs stocks and spreadsheets. My grandchildren are thrilled with the inheritance. But me I never lived the life I was building. I partied in my room. I vacationed in my head. Dont be this person. ๐ก Invest wisely but live fully. โ
Set a fixed % to invest โ
Enjoy life with the rest You invest for a better tomorrow. When that tomorrow comes dont forget to live it. Balance matters in"
X Link 2025-07-04T16:24Z 272.2K followers, 119.3K engagements
"I have seen plenty of Buffettology on Twitter and in other places over the past few years. Its time to clear the air and understand that there wasn't one but [--] different Warren Buffett's that existed throughout his career ๐๐ Time for a thread: [--] Different Buffett's ๐งต๐งต๐งต"
X Link 2021-07-22T04:44Z 272.2K followers, [----] engagements
"What all do I read to keep myself informed about new opportunities and to keep updating myself with the new happenings in the world Time for a thread about all tools I use to researchFind information and update myself about different subjects ๐งต๐งต๐งต๐งต๐งต๐งต"
X Link 2021-09-09T12:15Z 272.2K followers, [----] engagements
"8 types of chemicals companies with examples (have simplified it as some cos operate across different categories) Link to the https://www.instagram.com/p/CVu7lk-vl47/utm_source=ig_web_copy_link https://www.instagram.com/p/CVu7lk-vl47/utm_source=ig_web_copy_link"
X Link 2021-11-06T07:29Z 272.2K followers, [----] engagements
"Everything about Free cash Flow Simplified What we will talk about in this ๐งต๐งต: 1What is Free Cash Flow 2How to calculate Free Cash Flow 3Types of Free Cash Flow 4Importance & Limitations of Free Cash Flow Let's dive in"
X Link 2022-05-06T12:40Z 272.2K followers, [----] engagements
"A thread on Top [--] Books ๐that an investor can read and Why these books are more value adding compared to the time spent:- ๐งต๐งต๐งต"
X Link 2022-05-08T15:09Z 272.2K followers, [----] engagements
"At the age of [--] Charlie Munger lost his Son to Leukemia & got divorced from his first wife+Nearly went bankrupt as his wife got nearly everything. Yet he kept moving on in life. Never be a victim but a survivor. Envy & self pity are destructive. Be positive no matter what ๐"
X Link 2022-06-22T10:37Z 272.2K followers, [----] engagements
"What is the Topline of a company or What are different ways of looking at the sales/Topline of a company This is a detailed thread on a common yet often misunderstood topic. Retweet to educate maximum investors and those who are running businesses ๐งต๐งต๐งต๐งต๐งต"
X Link 2022-07-26T14:25Z 272.2K followers, [----] engagements
"Chemical sector and the Capex plans Announced Capex for FY23 & FY24 ๐งช๐ฅผ๐งฌ (Some companies have announced for FY23 & some for the next two financial year)"
X Link 2022-08-02T07:34Z 272.2K followers, [----] engagements
"The basics of ROE ROCE & ROIC explained from scratch with multiple case studies ๐งต๐งต๐งต In this thread we will cover: [--] Du Pont of ROE [--] Du Pont of ROCE [--] Going Beyond as Investors [--] Du Pont of ROIC Retweet to educate Maximum Investors ๐๐"
X Link 2022-09-09T16:34Z 272.2K followers, [----] engagements
"Few boring businesses which can keep growing at 15-20% available at reasonable valuations. Apply this screen- PE less than 35x PAT growth of more than 15% ROCE of more than 15% Screening is the first step"
X Link 2022-11-04T10:22Z 272.2K followers, [----] engagements
"The year is [----] and my portfolio has touched [---] crores. This is the result of starting SIP in [----]. Throughout all the years I never took vacations never bought a car and neither did I go out to dine. I had to save money no -Writing this from my death bed๐ค๐ค"
X Link 2022-12-05T15:20Z 272.2K followers, [----] engagements
"This picture speaks for itself Do you agree ๐๐"
X Link 2022-12-28T08:18Z 272.2K followers, 108.4K engagements
"Indian banks have an exposure of around Rs [-----] crore to the Adani Group which is [--] per cent of the group's total debt. 6% of Networth of PSU banks 1.4% of Networth of Private Sector Not a systemic risk to the Banks"
X Link 2023-01-28T13:46Z 272.2K followers, 136.4K engagements
"Number of months of rent required to buy a home in respective city in India :- (Reason why renting makes a lot more sense vs buying these days)"
X Link 2023-02-06T11:12Z 272.2K followers, 222.7K engagements
"Do you know why the Debt to Equity of companies like Titan Jubilant Food Works Apollo Hospitals has gone up significantly in the last few years This is due to the accounting change in leases which a retail investor must know. Let's delve deeper to understand the cause ๐๐"
X Link 2023-02-08T14:59Z 272.2K followers, 438.2K engagements
"7-8 Must read Books if you are new to the World of investing. All of them are covered in this brief video:-"
X Link 2023-07-29T11:41Z 272.2K followers, 318.4K engagements
"Key Valuation Drivers in each and every sector Goodnight Folks. Will reopen registrations for Recording of Valuations Webinar soon (6hours+)"
X Link 2023-12-11T18:39Z 272.2K followers, 295.4K engagements
"Sharing these screens for Public Use:- Been working on these screens for a few years now. These include ways to find stocks showing Margin expansion ROCE Expansion Reasonable Valuations Capex Deleveraging and companies showing epic PAT Growth. Make full use of it folks. Link is given below ๐: https://www.screener.in/user/145178/ https://www.screener.in/user/145178/"
X Link 2023-12-15T07:50Z 272.2K followers, 225.1K engagements
"Sectors on watchlist for 2024:- [--]. Jewellers [--]. Platforms [--]. Real estate [--]. Capital Goods [--]. Power Equipment cos [--]. Hospitals [--]. CDMO [--]. EPC companies with manageable debt [--]. Two Wheeler focused Auto Ancs [--]. Consumer discretionary companies [--]. Wealth Management cos [--]. Iron ore and few Steel tube companies. [--]. Microfinanciers still and Smaller banks"
X Link 2024-01-10T12:00Z 272.2K followers, 177.5K engagements
"Semi Conductor value chain and the players which are here. Detailed video coming soon"
X Link 2024-03-16T17:22Z 272.2K followers, 95.2K engagements
"How market share gains look like"
X Link 2024-05-24T11:41Z 272.2K followers, 148.6K engagements
"Mr. Rakesh Jhunjhunwala on buying and selling a stock ๐๐ Credit: A clip taken from FLAME University YouTube channel"
X Link 2024-05-27T15:21Z 272.2K followers, 132.6K engagements
"Super Investor Mr. Madhu Kela on why it is important to be humble ๐ Credit- A clip taken from @CNBC_Awaaz YouTube channel"
X Link 2024-06-22T11:12Z 272.2K followers, 137.4K engagements
"Manish Chokhani sir on why he feels investing is the best profession in the world ๐๐ Credit- A clip taken from ET Now @ETNOWlive YouTube channel"
X Link 2024-08-29T15:44Z 272.2K followers, 108.1K engagements
"Great Advice For Young Indians @VijayKedia1 sir talking about the importance of savings for retail investors ๐ฏ Credit: A clip taken from KJ Somaiya Institute Of Management YouTube channel"
X Link 2024-10-19T14:18Z 272.2K followers, 288.4K engagements
"A few interesting Gujarati proverbs about Money ๐ธ๐ฐ Some timeless wisdom shared by @NileshShah68 sir ๐ฏ Credit: A clip taken from @CNBC_Awaaz YouTube channel"
X Link 2024-11-27T07:41Z 272.2K followers, 82.1K engagements
"A Sector that has been a huge winner in USA. Very few companies listed in India. We will see more companies getting listed here"
X Link 2024-12-21T08:12Z 272.2K followers, 198.2K engagements
"Idk the original creator of this Insightful message"
X Link 2025-01-06T12:02Z 272.2K followers, 70.8K engagements
"Mr. Vijay Kedia speaking about how serious wealth is created by investing in a Bear Market ๐ป๐ฐ Credit: A clip taken from @MehtaWealth YouTube channel"
X Link 2025-01-10T12:19Z 272.2K followers, 75.6K engagements
"Peter Lynch on how investors can take advantage of market corrections Wise words from one of the greatest investors of all time Reposting this evergreen video as many investors have been badly wounded today ๐
"
X Link 2025-01-13T11:53Z 272.2K followers, 56.1K engagements
"Mr. Vijay Kedia explains how he deals with daily stock market fluctuations Credit: A clip taken from VIP Road CA Association YouTube channel"
X Link 2025-01-23T14:21Z 272.2K followers, 103K engagements
"Survival is the road to riches in the stock market ๐ฐ๐ Credit: A clip taken from @livemint YouTube channel"
X Link 2025-01-29T14:28Z 272.2K followers, 63K engagements
"Some wise words about the stock market by Mr. Rakesh Jhunjhunwala A must watch for all investors Source: Clip taken from @IndiaToday YouTube channel"
X Link 2025-02-11T11:22Z 272.2K followers, 80.1K engagements
"Bit by bit promoters have started buying in their own companies. Seeing promoter buying over last 3-4 days"
X Link 2025-02-15T18:05Z 272.2K followers, 165.8K engagements
"Based on our understanding of the CDMO Industry Generic CDMOs: Alivus Lifesciences Windlas Senores Akums drugs Innova Captab. These are those CDMOs which are doing contract manufacturing for drugs which are off patent. Mix of Generics+Patented CDMOs: Hikal Aarti Pharma Labs Jubilant Pharmova Laurus (doing more innovator work now). These are those CDMOs which do contract manufacturing for both Patented and off patent drugs in their CDMO verticals. Patented CDMO businesses: Suven Pharma Neuland Labs Blue Jet Divis Labs Ami organics. These are those businesses which are doing manufacturing for"
X Link 2025-03-05T05:26Z 272.2K followers, 120.3K engagements
"Nothing wrong in doing SME investing. But for an average retail investor with no access to managements or what is happening in the business. It's a game of shooting darts in the dark. Most of the SME investors who have made it big: Beneficiaries of the cycle+They are very hard working on the ground. You can't be doing screener investing in SMEs. One such example below- no exits possible. Constant lower circuits since 7th Feb"
X Link 2025-03-11T05:11Z 272.2K followers, 47.2K engagements
"Now even ADANI decides to enter Cables & Wires. On a sidenote hope corporates spend capital in a more innovative and cutting edge industries instead of Paints Jewellery Cola Cables Cement etc etc. Respect for Murugappa's and TATAs goes up even further when we see them investing in localisation Semiconductor packaging or Aviation manufacturing. Disc: no reco to buy or sell. Not invested"
X Link 2025-03-19T16:02Z 272.2K followers, 136.3K engagements
"When Luxury becomes a Necessity that is the story to watch ๐ตโ Credit: A clip taken from Ahmedabad branch of WIRC of ICAI YouTube channel"
X Link 2025-04-16T13:44Z 272.2K followers, 70K engagements
"Themes we think can grow in double digits Electrification Weight loss drugs CDMOs Lab Grown Diamonds Defence Good Banks where structure is changing (Universal bank) Financialisation theme like Investment bankers Wealth managers Custodians etc New Age Capital goods like PEBs or Mechanisation or Data centre Capital goods Auto OEMs with blockbuster products Boring businesses like coffee Rice or retailing Premiumization trend (PPF watches or others) IT product companies transitioning to SAAS businesses Hospitals and domestic healthcare Anything that you find interesting"
X Link 2025-05-30T13:59Z 272.2K followers, 128.8K engagements
"Valuation ratios to be used sector by sector in India with the reason"
X Link 2025-06-26T10:58Z 272.2K followers, 334K engagements
"Don't Aim To Find Multibaggers ๐ฏ Credit: A clip taken from @MotilalOswalLtd YouTube channel"
X Link 2025-07-05T14:31Z 272.2K followers, 77.4K engagements
"4 detailed videos which add value to the larger investor community 1) Learn to use Screener 2) Learn to use Tijori Finance 3) Learn to use TradingView 4) Learn to use ValuePickr All [--] videos are made in really simple language and these are basic tools which one can learn to accelerate their investing journey http://youtu.be/7EbnGe-CwYU http://youtu.be/3J2AOQ08rqA http://youtu.be/QepqlA8jggg http://youtu.be/H7Qe-uYsQ6Q http://youtu.be/7EbnGe-CwYU http://youtu.be/3J2AOQ08rqA http://youtu.be/QepqlA8jggg http://youtu.be/H7Qe-uYsQ6Q"
X Link 2025-07-17T10:55Z 272.2K followers, 203.4K engagements
"1. Drug: KarXT Company: Karuna Therapeutics Used for: Schizophrenia Est. [----] sales: $2.8 billion Indian CDMOs: Optionality Business model only need few to click big https://www.fiercepharma.com/special-reports/top-10-most-anticipated-drug-launches-2024 https://www.fiercepharma.com/special-reports/top-10-most-anticipated-drug-launches-2024"
X Link 2024-02-01T20:10Z 272.2K followers, 36.2K engagements
"We have written a detailed report on the Premiumisation trend in India :) Just sharing one of the snippets from the same"
X Link 2025-08-23T09:39Z 272.2K followers, 241K engagements
"Recently met @Gautam__Baid was a pleasure meeting Joys of Compounding is a must read :)"
X Link 2021-10-22T10:28Z 272.2K followers, [---] engagements
"Five types of Businesses in the IT Industry Full post https://www.instagram.com/p/CV5fzCJtTAP/ https://www.instagram.com/p/CV5fzCJtTAP/"
X Link 2021-11-05T16:34Z 272.2K followers, [----] engagements
"Just heard the interview of one of the newly listed companies. [--] Profits 100% CAGR in Arrogance Staying away ๐๐"
X Link 2021-11-18T10:49Z 272.2K followers, [----] engagements
"The Basics of a Cash Flow Statement explained from scratch ๐ง๐ฐ๐งฎ In this thread we will talk about - [--]. How Cash flow statement is made [--]. What is CFOCFI and CFF [--]. Why is CFO/Ebitda important [--]. Finally we will talk about Free Cash flow statement Retweet for max reach"
X Link 2022-04-22T13:07Z 272.2K followers, [----] engagements
"Sri Lanka Economic Crisisโ
Bangladesh Economic woesโ
Pakistan Economy strugglingโ
Be grateful to the country in which you live At a time when our neighbours our suffering we continue to do well and remain strong"
X Link 2022-07-29T07:33Z 272.2K followers, [----] engagements
"Did a video on how to use @screener_in way back when we started the channel. Since then they have added too many new features which add a lot of value to the investing community :) Should I do another one soon Just drop a hell yes in the comment section if "Yes""
X Link 2023-01-26T13:25Z 272.2K followers, 160.1K engagements
"If you are new to the markets. You must watch these [--] videos to accelerate your Journey ๐งต๐งต๐งต๐งต๐งต"
X Link 2023-06-29T11:10Z 272.2K followers, 393.4K engagements
"You Can Never Achieve Without Dreaming ๐ฅ๐ Mr. Rakesh Jhunjhunwala's Life Advice ๐ฏ Credit: A clip taken from @FLAMEUniversity YouTube channel"
X Link 2024-09-16T15:37Z 272.2K followers, 109.4K engagements
"Transmission capex"
X Link 2024-10-28T07:10Z 272.3K followers, 133.4K engagements
"On a lighter note :)"
X Link 2022-01-24T10:47Z 272.2K followers, [----] engagements
"Mr. Rakesh Jhunjhunwala explaining how Bull Markets die ๐๐ Credit: A clip taken from @ETNOWlive YouTube channel"
X Link 2024-09-24T14:54Z 272.2K followers, 111.4K engagements
"Always a waste of time to discuss about "Market Kya Lagta Hai'' Some wise words from @VijayKedia1 sir ๐ฏ Credit: A clip taken from Mr. Vijay Kedia's interview on The Trakinvest Show"
X Link 2024-10-04T10:31Z 272.2K followers, 97.9K engagements
"One of Professors student made [--] crores starting from [--] in [--] years from the markets. Traits that helped him: [--]. Prof described him as humble [--]. Learning machine [--]. Power of compounding in Equity markets Must watch https://youtu.be/K7Y5iwBe3E0si=j5RyR5kbzkdiTFWO https://youtu.be/K7Y5iwBe3E0si=j5RyR5kbzkdiTFWO"
X Link 2025-06-07T04:53Z 272.2K followers, 128.9K engagements
"Corporate India not passing on higher Profitability to employees in the form of Wage hikes. Boosting ROE and depressing salaries https://www.moneycontrol.com/news/business/economy/economic-survey-calls-moderation-in-wages-and-employment-despite-robust-corporate-profit-a-serious-concern-12925634.html https://www.moneycontrol.com/news/business/economy/economic-survey-calls-moderation-in-wages-and-employment-despite-robust-corporate-profit-a-serious-concern-12925634.html"
X Link 2025-01-31T10:15Z 272.3K followers, 26.8K engagements
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