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[@TheClubJunto](/creator/twitter/TheClubJunto)
"Jubilant FoodWorks vs. Domino's Pizza Inc. (U.S.) P/E RATIO: Dominos: XX Jubilant: XXX DIVIDEND YIELD: Dominos: XXXX% Jubilant: XXXX% MARKET CAP: Jubilant: Rs. 41000 cr Domino's: Rs. XXX lakh cr (just X times) Indias Growth Story Valuations A Global Comparison: DOMINOS PIZZA US: The entire U.S. parent company is available for Rs. XXXX lakh crores. 6800 Stores in the U.S. No U.S. Master Franchisee (Direct Sales) Royalties from Global Master Franchisees Global Franchisee Growth = More Royalties Capital-Light Franchise Business Model #1 Brand High Cash Flows Strong Moat JUBILANT FOODWORKS: For"  
[X Link](https://x.com/TheClubJunto/status/1975141909929533737) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-06T10:11Z 5658 followers, 12.7K engagements


"@AnshulGarg1986 Absolutely correct Anshul. Plus they also know that the ecosystem of private & government MFs insurance companies other domestic institutions as well as regulators is on their side; not on the side of small investors"  
[X Link](https://x.com/TheClubJunto/status/1975909899856154819) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-08T13:03Z 5141 followers, 1684 engagements


"HDFC Bank Results: Nowhere to Hide Core Banking Profits are DOWN Q2FY26 vs. Q2 FY25: Net Profit Retail + Wholesale (Core Banking) DOWN XXX cr = (-) X% YoY Treasury: UP (+) XXX% ( 5x) YoY Q2FY25: XXX cr Q2FY26: 4213 cr Treasury profit is up 5x. What does it mean How to Read the True Financial Picture of HDFC Bank Do not look at the banks Net Profit figure shown in the P&L Statement. Look for the Segment-wise Results which the Bank provides due to mandatory RBI guidelines. The two core banking (customer-facing) segments are: a. Retail Banking (small loans & deposits) b. Wholesale Banking"  
[X Link](https://x.com/TheClubJunto/status/1979587164833739018) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-18T16:35Z 5658 followers, 156.5K engagements


"@AnilSoni87195 Thank you so much Anil. Yes you have a strong point. Ultimately the big dinosaurs may find it hard to compete with smaller banks and smart NBFCs and loan apps"  
[X Link](https://x.com/TheClubJunto/status/1979731277910872367) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-19T02:08Z 5657 followers, XXX engagements


"Excerpts from Sikka's Resignation Letter: AI is an Unstoppable and Exponential Force After the Infosys Board (backed by its founders) thwarted Vishal Sikkas attempts to go big on AI he resigned on August XX 2017. In the opening paragraph of his resignation letter Dr. Sikka wrote: Over the weekend in possibly the greatest demonstration of AI capability ever a bot built by the researchers at OpenAI (yes that OpenAI) defeated the world's best players of DOTA2 (a multiplayer online video game) a game where the bot learned to play entirely from scratch. It further demonstrated that the force to"  
[X Link](https://x.com/TheClubJunto/status/1965804773250138309) [@TheClubJunto](/creator/x/TheClubJunto) 2025-09-10T15:49Z 5609 followers, XXX engagements


"@kumar_101215 Excellent point Kumar But 1800 cr is total sale proceeds. I think the bank will only record actual capital gain as treasury income. They bought for Rs. XX and sold for XXXXX. Is my understanding correct"  
[X Link](https://x.com/TheClubJunto/status/1979796686517195176) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-19T06:28Z 5634 followers, XX engagements


"LG Electronics & Hyundai Motors have subsidiaries in 50+ countries each. India is the ONLY country where they sold through IPO. Only Indian DIIs will buy the OFS because they want to enrich the Indian public that has entrusted them with their lifes savings. @arabicatrader"  
[X Link](https://x.com/TheClubJunto/status/1975787154703065414) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-08T04:55Z 5658 followers, 43.9K engagements


"LG India vs. LG Korea (Global): FY25 SALES LG India: $2.7B LG Global: $61.5B India: XXX% of Global OPERATING PROFIT LG India: $0.35B LG Global: $2.4B India: XXXX% of Global MARKET CAP LG India: $13B LG Global: $9.5B India: XX% Higher Growth Story Valuation REALITY: LG Electronics India has delivered POOR average sales growth of XXXX% in the last X years What is the assumption that sales growth in the next X years will outpace the past X years LG Global has just announced an X% drop in quarterly earnings due to severe global headwinds. (Wall Street Journal report) Is the Indian domestic market"  
[X Link](https://x.com/TheClubJunto/status/1978008106828230959) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-14T08:00Z 5657 followers, 6108 engagements


"@vijayengg14 Vijay ICICI bank results are transparent so you can rely on the reported numbers. Profit growth of X% is very poor considering its market valuation. There is no meaningful growth visibility even going forward. So the stock price may stagnate within a range for a long time"  
[X Link](https://x.com/TheClubJunto/status/1979609602166837567) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-18T18:04Z 5657 followers, XXX engagements


"@parthaR14 Correctly said. Post-Aditya Puri the banks best practices standards have rapidly declined. Reliance and ICICI both have shown poor growth in profits compared to valuations and no near future earnings growth visibility either. Not even keeping up with GDP growth"  
[X Link](https://x.com/TheClubJunto/status/1979691799263547509) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-18T23:31Z 5658 followers, XXX engagements


"ICICI Bank Results: The Great Growth Engine Falters YoY Net Profit Growth Q2FY25: XXXX% Q3FY25: XXXX% Q4FY25: XXXX% Q1FY26: XXXX% Q2FY26: XXX% (Big Fall) NOTE: Screener Data indicates ICICI Bank may have included Yes Bank Stake Sale (One-Time Gain) in this Quarter. DETAILS: ICICI Bank Q2FY26 Net Profit @ Rs. 12359 cr Yes Bank Stake Sale: Capital Gain @ Rs. XXX cr (tax-free) If we exclude this one-time gain (asset sale) from the net profit then: Adjusted Net Profit YoY: (-) XXXX% DOWN (Instead of XXX% UP) How to Determine One-Time Gain in Sept Quarter (No Disclosure Provided by HDFC Bank or"  
[X Link](https://x.com/TheClubJunto/status/1979936653838819665) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-19T15:44Z 5658 followers, 7685 engagements


"Lessons Indian I.T. Companies Can Still Learn from Vishal Sikka There is no developed nation that is not technology-led. Without a tech culture its impossible to compete & lead globally. The key to Indias puzzle lies in Vishal Sikkas wise words from his Infosys days. A 🧵"  
[X Link](https://x.com/TheClubJunto/status/1965804770108600802) [@TheClubJunto](/creator/x/TheClubJunto) 2025-09-10T15:49Z 5656 followers, 2736 engagements


"@subhashkejriwal Subhash ji ICICI bank results are transparent so you can rely on the reported numbers. Profit growth of X% is poor considering its market valuation. There is no meaningful growth visibility even going forward. So the stock price may stagnate within a range for a long time"  
[X Link](https://x.com/TheClubJunto/status/1979600991810150721) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-18T17:30Z 5656 followers, XXX engagements


"@himanshu3012 @manishlalwani9 @Tanmay_31_ Yes correct that would be treasury income if the bank makes capital gains by selling as a QIB participant"  
[X Link](https://x.com/TheClubJunto/status/1979608215185993741) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-18T17:59Z 5625 followers, XX engagements


"@talkstock365 Accurate assessment about the three biggest companies which are masters of window dressing. 🎯"  
[X Link](https://x.com/TheClubJunto/status/1979608740564554001) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-18T18:01Z 5651 followers, XXX engagements


"@GOAT_Nadal Thanks a lot Deepak. 🙏🏼 Will try to do it for ICICI bank"  
[X Link](https://x.com/TheClubJunto/status/1979730029534913020) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-19T02:03Z 5656 followers, XXX engagements


"@bhartkinari Good point. 👍 Competition definitely plays a role in this even though HDFC Bank has an extensive national footprint"  
[X Link](https://x.com/TheClubJunto/status/1979752415961465077) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-19T03:32Z 5629 followers, XX engagements


"@ranjeemathew ICICI bank results are transparent so you can rely on the reported numbers. Profit growth of X% is very poor considering its market valuation. There is no meaningful growth visibility even going forward. So the stock price may stagnate within a range for a long time"  
[X Link](https://x.com/TheClubJunto/status/1979754455127203863) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-19T03:40Z 5656 followers, XXX engagements


"@PrakashKotak14 @AnilSoni87195 Certainly 👍"  
[X Link](https://x.com/TheClubJunto/status/1979849098015703472) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-19T09:56Z 5647 followers, XX engagements


"@vaibhav28 @parthaR14 Leading economists such as Arvind Subramanian have questioned GDP numbers for years. Just last quarter GDP growth number of XXX% generated plenty of controversy"  
[X Link](https://x.com/TheClubJunto/status/1979949997408862283) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-19T16:37Z 5649 followers, XX engagements


"@PrakashKotak14 Prakash youve made very important points on corporate governance and accounting practices of critical financial institutions"  
[X Link](https://x.com/TheClubJunto/status/1979957136265454001) [@TheClubJunto](/creator/x/TheClubJunto) 2025-10-19T17:05Z 5658 followers, XXX engagements