[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @CaVivekkhatri CA Vivek Khatri CA Vivek Khatri posts on X about debt, stocks, peg, finance the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::1273243466156384262/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +170% - X Year XXXXXXXXXX -X% ### Mentions: XX [#](/creator/twitter::1273243466156384262/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX +175% - X Year XXXXX +38% ### Followers: XXXXXXX [#](/creator/twitter::1273243466156384262/followers)  - X Week XXXXXXX +0.16% - X Month XXXXXXX +0.68% - X Months XXXXXXX +13% - X Year XXXXXXX +26% ### CreatorRank: XXXXXX [#](/creator/twitter::1273243466156384262/influencer_rank)  ### Social Influence [#](/creator/twitter::1273243466156384262/influence) --- **Social category influence** [finance](/list/finance) #1024 [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [social networks](/list/social-networks) XXXX% [automotive brands](/list/automotive-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [debt](/topic/debt) #73, [stocks](/topic/stocks) #104, [peg](/topic/peg) #15, [finance](/topic/finance) 3.33%, [india](/topic/india) 3.33%, [infra](/topic/infra) 3.33%, [lending](/topic/lending) 3.33%, [cash flow](/topic/cash-flow) #30, [market cap](/topic/market-cap) #53, [titan](/topic/titan) #311 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@kannantk88](/creator/undefined) [@pkumarnammamysu](/creator/undefined) [@manjunath_manu1](/creator/undefined) [@amitvadhera](/creator/undefined) [@stockizen](/creator/undefined) [@aiminvestments](/creator/undefined) [@breakoutchart__](/creator/undefined) [@_systemtrader](/creator/undefined) [@sujit26014714](/creator/undefined) [@skjalan03](/creator/undefined) [@heda_bharat](/creator/undefined) [@galaxyman008](/creator/undefined) [@pratik_maskara](/creator/undefined) [@indranil4sap](/creator/undefined) [@curiousboy30](/creator/undefined) [@dranuragagrawa1](/creator/undefined) [@niftystksonly](/creator/undefined) [@jinendrabohra](/creator/undefined) [@anuraga1411](/creator/undefined) **Top assets mentioned** [BlackRock Inc (BLK)](/topic/blackrock) ### Top Social Posts [#](/creator/twitter::1273243466156384262/posts) --- Top posts by engagements in the last XX hours "3 Biggies Result declared on Saturday 1- ICICI Bank = Strong 2- Reliance = Mixed 3- HDFC Bank = Mixed"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947150170510237785) 2025-07-21 04:22:31 UTC 201.8K followers, 46.4K engagements "🚩 My Mistake in 2021: Bought a pharma midcap: ROE: XXXX% ROCE: XXX% Debt: 3200 Cr 😳 ROE was boosted by leverage. Once debt hit cash flow stock tanked XX% in X weeks. Check ROCE. Every time"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948261267065753717) 2025-07-24 05:57:37 UTC 201.8K followers, 3102 engagements "The biggest difference between retail and institutional investors Retail: Should I buy now Institution: Does this pass our checklist Heres that exact 6-step checklist. Use this before your next buy. Or risk regret. 🧵 Lets break it down:"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948261226389320150) 2025-07-24 05:57:27 UTC 201.8K followers, 154.9K engagements "Which sector do you think will produce the next big multibagger❓"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948003926621429795) 2025-07-23 12:55:02 UTC 201.8K followers, 89.3K engagements "Which X stocks would you confidently hold for the next X years regardless of market fluctuations"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1865410983880978766) 2024-12-07 15:00:10 UTC 201.7K followers, 279K engagements "📱 Digital + Omni-channel Strategy 12L+ customers onboarded on new platform Avg balance: 27000+ per account 200+ services on omni-app CASA traction expected to accelerate via BC Max + app + VC model"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947592383379517612) 2025-07-22 09:39:43 UTC 201.8K followers, XXX engagements "🧵 X Indian Podcasts Thatll Make You Smarter with Money (Even if Youre Super Busy) No time to read finance blogs Cant track the market all day 🎧 Just listen to these X Indian podcasts. Each one gives you smart money ideas in less than XX minutes. Lets break it down 👇"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1942804172547711487) 2025-07-09 04:33:04 UTC 201.8K followers, 93.7K engagements "⚡ Parag Parikh Flexi Cap Mutual Fund February Portfolio Update 📊 Key Observations: 🔹 Increased Allocation to Pharma Stocks Added Dr. Reddys Zydus Lifesciences Cipla and EID Parry. 🔹 Reduced Exposure to IPCA Laboratories Holdings down XXXXX% MoM. 🔹 Higher Cash Allocation Cash & arbitrage holdings increased from XXXXX% in Jan to XXXXX% in Feb. 📉 Top % Changes in Holdings: ✔ Dr. Reddys Laboratories +34.16% ✔ Zydus Lifesciences +29.58% ✔ Cipla +24.62% ✔ EID Parry +5.21% ✔ IPCA Laboratories -XXXXX% 📢 Disclaimer: Investment in mutual funds and securities markets is subject to market risks."  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1900941148585422949) 2025-03-15 16:04:22 UTC 201.8K followers, 38.9K engagements "2 🛒 RADHAKISHAN DAMANI - The Conviction Strategy Before D-Mart was a XXX lakh Cr beast it was just a paper dream. He saw the retail gap Built Avenue Supermarts from scratch Didn't advertise. Just executed. 🧠 Principle: Own fewer stocks. Go deeper not wider. 📌 He didnt aim for XX small wins. He played for X game-changing monster. 🎯 What he believed in: Capital efficiency Operational control High promoter holding Retail cash flows + scale"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947885801284731132) 2025-07-23 05:05:39 UTC 201.8K followers, 4832 engagements "Some stocks have fallen 10-15% quietly over the last 5-7 trading sessions. Market breadth is deteriorating"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948277810067656742) 2025-07-24 07:03:21 UTC 201.8K followers, 22.5K engagements "Which sectors are you tracking for the rest of 2025 for significant upside"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1944976541336920388) 2025-07-15 04:25:18 UTC 201.7K followers, 35.8K engagements "India's defense sector is becoming a global success. In FY25: 🔹 23622 Cr in defense exports 🔹 34x growth since 2014 🔹 Buyers: Philippines Vietnam Brazil Armenia UAE By 2029 India aims to achieve 50000 crore in exports. BrahMos drones and radar tech all Made in India are trusted worldwide. #IndiaRising #BrahMos #MakeInIndia"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1946821435881865385) 2025-07-20 06:36:15 UTC 201.7K followers, 22.1K engagements "Top XX Indian Companies by Market Cap (2025) (Cr ) 1- Reliance Industries 1915581 Cr 2- HDFC Bank 1541557 Cr 3- Bharti Airtel 1157838 Cr 4- TCS 1146608 Cr 5- ICICI Bank 1053344 Cr 6- SBI 727714 Cr 7- Infosys 655690 Cr 8- Bajaj Finance 601388 Cr 9- LIC 581236 Cr 10- HUL 576813 Cr Which of these do you hold"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947903459543683238) 2025-07-23 06:15:49 UTC 201.8K followers, 19.2K engagements "🔍 LEGEND INVESTOR MASTER SCREENER Bookmark - Spread to the World. Market Capitalization 1000 AND Return on capital employed XX AND Return on equity XX AND Sales growth 5Years XX AND Profit growth 5Years XX AND Debt to Equity XXX AND PEG Ratio XXX AND Price to Earning XX AND Promoter Holding XX AND Interest Coverage Ratio X Radhe Radhe"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947890648675455128) 2025-07-23 05:24:55 UTC 201.8K followers, 55.4K engagements "10. 💻 Dixons 4000 Cr IT Bet Is Underway Laptops for: HP ASUS Lenovo JV with Taiwan's Inventec (top X ODM) Facility: Chennai FY27 Revenue target: 4000 Cr Also making: servers SSDs RAM 🗣 Mass production has begun. Ramp coming"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1925075513275490578) 2025-05-21 06:25:43 UTC 201.8K followers, 1311 engagements "📉 STEP 4: Financial Health - D/E and Interest Coverage You dont want to buy a debt bomb. D/E X = safe ICR X = healthy ICR X = default risk 📊 Example: Kingfisher Airlines D/E: XXX ICR: XXX Cash Flow: Negative Stock: Wiped out Even glamour dies when debt explodes"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948261270874107926) 2025-07-24 05:57:38 UTC 201.8K followers, 2843 engagements "📢 Before we begin We just launched our official Telegram channel for serious investors: Stock screeners every week Breakout alerts Cheat sheets from iconic investors Market filters based on real-time moves 📲 Join now Lets find Indias next Titan together. 📈"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947885792686379131) 2025-07-23 05:05:37 UTC 201.8K followers, 6122 engagements "🏢 IndiQube IPO Breakdown (Open for Subscription Now) 💰 Anchor Book Update The company has raised XXXXXX crore from anchor investors. Participating institutions include: Aditya Birla Sun Life MF Ashoka WhiteOak ICAV & WhiteOak Capital Invesco India ELSS Tax Saver Fund Bandhan Large & Mid Cap Fund Motilal Oswal Large Cap Fund Malabar India Fund & Malabar Midcap Fund Max New York Life Insurance Edelweiss MF Baroda BNP Paribas TOCU Europe III S.A R.L. Groww Mutual Fund BNP Paribas Financial Markets Citigroup Global Markets Mauritius Pvt Ltd Societe Generale 📅 IPO Details IPO Opens: 23rd July"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947922836997492967) 2025-07-23 07:32:49 UTC 201.8K followers, 39.2K engagements "PE XX AND PB X AND PEG X AND ROE XX AND Debt to equity XXX AND Market Capitalization 1000 Run this screener. Study stocks. Weekend Homework Family 🤝"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1946602263381979388) 2025-07-19 16:05:20 UTC 201.8K followers, 283K engagements "🧠 Why Promoter Holding Matters - High promoter holding = strong commitment - Falling promoter holding = potential lack of confidence - Rising pledged shares = major warning sign 🚨 Consider this: If you built a restaurant would you sell half your stake - Right before it becomes highly profitable - Or if you believed the business was about to thrive No youd hold on. Similarly in stock analysis promoter activity reveals insights beyond financial ratios and price charts"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1946489899106140497) 2025-07-19 08:38:50 UTC 201.7K followers, 17K engagements "I have several questions regarding "Garuda Construction". My analysis is as follows: X. XXX% Q1 growth after -X% FY24 decline = lumpy recovery not sustainable business. X. XXX% profit growth but no operating cash flow = Red Flag X. XXX days cash conversion = 13-month free loans to clients while paying suppliers upfront. X. 293-day collections = poor clients or payment disputes killing cash flow. X. Pay suppliers now get paid in 10+ months = guaranteed cash crunch. X. Banks avoid 400+ working capital companies = expensive emergency borrowing ahead. X. L1 bidding + commodity volatility +"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947186235191275805) 2025-07-21 06:45:50 UTC 201.8K followers, 16.8K engagements "💸 Recovery & Asset Quality XXX Cr recovered from written-off accounts XXX Cr from a large cement account PCR: XXXXX% Net NPA now below XXX% SMA-2 accounts: just XX Cr SMA-0 spike to XXX Cr already regularized"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947592373867057278) 2025-07-22 09:39:41 UTC 201.8K followers, XXX engagements "🚨 RBI just cut repo rate by 0.50%. If you have a 50L loan you can save: ✅ 1569/month ✅ 18828/year ✅ 2.6L over loan tenure But heres the twist: Youve got just XX days to claim this. ❌ Your bank wont remind you. Most people will miss it and lose lakhs. Dont be one of them. This thread shows exactly how to save it 👇🧵"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1931228691985842587) 2025-06-07 05:56:15 UTC 201.8K followers, 1.5M engagements "Eternal is an example of Faith(Hope) Investing"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947630084589781477) 2025-07-22 12:09:32 UTC 201.8K followers, 26.7K engagements "Bank of Maharashtra (BOM) BOM is setting benchmarks for PSU banking efficiency. Balanced growth via tech + XXX branch plan. Gift City move shows readiness to compete at scale. High CASA clean book and margin buffers in place. ✅ Tier-1 PSU Bank with consistent delivery and long-term re-rating potential"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1945371769172582649) 2025-07-16 06:35:47 UTC 201.7K followers, 32.4K engagements "📓 Routine #3: Night-Time Execution Audit - Where Real Edge Lives Every top trader has X dashboards: Trading terminal Trade psychology log Without logging daily behavior your brain runs old bugs. Fix this with a nightly 5-minute ritual 👇"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948351646154764349) 2025-07-24 11:56:45 UTC 201.8K followers, XXX engagements "11. 🤝 JVs = Risk-Controlled Hypergrowth Partnering with: 📱 Vivo (mobiles) 📱 Transsion (mobiles) 💡 Signify (lighting) 💻 Inventec (IT hardware) 🎧 Rexam (wearables) 🗣 We co-create not just manufacture"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1925075516849033256) 2025-05-21 06:25:44 UTC 201.8K followers, 1198 engagements "Dixon Technologies Corporate Update 📌 JV with Signify for OEM lighting (50:50) to close by Nov 2025 📌 FY26 Export Sales guidance: 8000 Cr 📌 New display & camera modules under development 📌 IT hardware production for HP ASUS begins at Chennai; 1500 Cr revenue target #StockizenResearch"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1935225253493448866) 2025-06-18 06:37:09 UTC 201.7K followers, 14K engagements "🧵Indias greatest stock market legends didnt predict markets. They understood them. Jhunjhunwala Damani Kedia Porinju Ramdeo Ramesh. Heres exactly how they built 100000+ Cr wealth and how to apply their filters today 👇"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947885786537595343) 2025-07-23 05:05:36 UTC 201.8K followers, 153.6K engagements "Vishal Mega Mart Heading Towards Target X - XXX 💐"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947531074369626514) 2025-07-22 05:36:06 UTC 201.8K followers, 33.2K engagements "📞 Investor Q&A Highlights: Q: Why the sharp QoQ decline in loan book A: Corporate slowdown intentional. Retail engine intact. Q: Plans for Future Generali stake A: Signed all agreements. Name change in process. Cross-sell + value-add focus. Q: Treasury outlook A: G-Sec to fall below X% by March. 7080% gains already booked. Q: IPO strategy A: Still active. Selectively participating for listing gains"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947592398277906750) 2025-07-22 09:39:46 UTC 201.7K followers, XXX engagements "🔍 Screener (Titan Model): Market Cap 5000 AND ROCE XX AND PEG XXX AND Debt to Equity XXX AND PE XX AND Sales growth 5Years XX AND Promoter Holding XX 📌 Bookmark this Tweet"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947885798646550687) 2025-07-23 05:05:39 UTC 201.8K followers, 5420 engagements "🧠 What Youll Learn ✅ The timeless principle behind each investors fortune ✅ Their style of stock picking ✅ Their exact investing mindset ✅ ✅ filters you can run today"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947885789377138893) 2025-07-23 05:05:36 UTC 201.8K followers, 6019 engagements "🔍 Screener (Porinju Panic Filter): PE XX AND Price to Book XXX AND Dividend Yield X AND ROE XX AND Debt to Equity X AND Market Cap 1000 📌 Bookmark this Tweet"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947885825410355425) 2025-07-23 05:05:45 UTC 201.8K followers, 2245 engagements "Use this before buying any Indian stock. The 6-point checklist institutions use but most retail investors ignore: 📊 Save this table. Bookmark it. 💣 Retail guesses. Institutions process. Repost if this helped 👇"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948278649741861117) 2025-07-24 07:06:42 UTC 201.8K followers, 24.8K engagements "🧵 X Costly Trading Mistakes That Destroy Portfolios (And How to Avoid Them Forever) Every trader makes mistakes. But repeating them is what wrecks capital. This thread breaks down the X most expensive errors and the exact strategies to eliminate them. (Bookmark👇)"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1946539924490207442) 2025-07-19 11:57:37 UTC 201.8K followers, 32.6K engagements "1 🐂 RAKESH JHUNJHUNWALA - The Patience Playbook Titan @ X in 2002. Everyone ignored it. He bought big. Held for decades. Return 400x+ He also invested in Crisil Delta Lupin all before they went parabolic. 🧠 Principle: Buy early into potential giants. Then wait like a monk. 📌 He didnt chase tips. He built conviction early. Then compounded it through chaos. If you understand what you own price doesnt matter in the short term. 📊 What he looked for: Scalable brands (Titan Crisil) Indias structural tailwinds Low debt high ROCE Under-the-radar stories with future dominance"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947885795618308362) 2025-07-23 05:05:38 UTC 201.8K followers, 5860 engagements "🧵 Central Bank of India Q1 FY26 Concall Breakdown Highest-ever net profit ROA crosses X% milestone Corporate lending slowdown decoded Co-lending + omni-channel + insurance flywheel in motion Heres the full thread in under X minutes 👇"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947592357433782448) 2025-07-22 09:39:37 UTC 201.8K followers, 21.8K engagements "🏗 FY26 Lending Focus Guided credit growth: 1416% Growth areas: ✔ Infra (Data centers logistics) ✔ PSU-backed entities (NTPC IREDA) ✔ Retail + MSME: continue steady climb Corporate lending to resume when pricing is right"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947592386710016188) 2025-07-22 09:39:44 UTC 201.8K followers, XXX engagements "Tata Motors 👀 🔸CMP = XXX 🔸Intrinsic Value = XXX 🔹Current PE = XXXX 🔹Median PE 10Y = XXXX 🔹Industry PE = XXXX 🔹PEG = XXXX 🔹P/B= XXXX Valuation = Attractive There is pain in the Industry but it will be temporary. If you believe in the EV Theme analyze the Funda of #Tatamotors"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1934510965766381978) 2025-06-16 07:18:50 UTC 201.8K followers, 78.2K engagements "9. 💡 Lighting + 📡 Telecom = Profitable Base Lighting: XXX Cr Telecom: 1288 Cr (5x YoY) 5G FWA routers IPU boxes Large US client ramping Signify JV (Philips Lighting) = Q2 FY26 More exports + synergy 🗣 These segments fund our scale bets"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1925075510247264761) 2025-05-21 06:25:42 UTC 201.8K followers, 1361 engagements "🧵 HDB Financial Q1 FY26: The IPO-Era Reality Check Indias most retail-heavy NBFC (HDFC Banks baby) just released its first results post-IPO. The topline looks fine. But under the hood Theres a bit of smoke. Heres the brutal breakdown 👇"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1945343185049591881) 2025-07-16 04:42:12 UTC 201.7K followers, 46.6K engagements "⚠ Risk Monitor Rate transmission pressure (MCLR cut limited to 1020 bps) Staff cost rising (1834 Cr X% YoY) Loan growth skewed toward RAM; corporate book underweight Repo-linked assets fully passed on margin protection key"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947592401171976607) 2025-07-22 09:39:47 UTC 201.8K followers, XXX engagements "🔍 What Youll Learn In This Thread: ✅ How to spot if a stock is actually worth it ✅ The X exact steps I run every stock through ✅ Real examples (Zee Kingfisher Tata Elxsi) ✅ Where to find the data for FREE ✅ My biggest mistakes (so you dont repeat them)"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948261230088790017) 2025-07-24 05:57:28 UTC 201.8K followers, 8724 engagements "In 2016 Jio broke India's telecom giants with free data. In 2025 they're back - this time with BlackRock managing $10.5T globally. Together theyre gunning for Indias XX lakh crore mutual fund industry. Heres why HDFC ICICI and SBI should be very worried 👇(Must Bookmark 🧵)"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1943165201777594856) 2025-07-10 04:27:41 UTC 201.8K followers, 349.5K engagements "🔍 Where to check debt data: Balance Sheet Moneycontrol Financial Ratios Annual Reports Notes to Accounts"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948261273990554085) 2025-07-24 05:57:39 UTC 201.8K followers, 2453 engagements "🧾 Restructured Book 4948 Cr (being closely tracked) ECL provisioning of XXX Cr this Q (4th straight) Credit cost remains low at XXXX% Overall: Balance sheet strength = focus"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947592376886989288) 2025-07-22 09:39:41 UTC 201.8K followers, XXX engagements "🎙 Management Commentary Decoded We never played for top line. We protected bottom line. Strategic lending discipline in tough rate cycle Weve crossed March targets by June. Front-loaded growth = confident execution setup We see value not just income from insurance JV. Long-term thinking beyond short-term fee gain"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947592393194410060) 2025-07-22 09:39:45 UTC 201.7K followers, XXX engagements "🧠 Mid-Day Reset Protocol (Used by London + Mumbai desks): X mins away from charts 600+ steps light movement 2-min Box Breath (4-4-4-4) Answer X Qs: - Whats my mood right now - Did I follow my rules - Is any trade driven by ego 🧾 Cheat Sheet below"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948351635903914132) 2025-07-24 11:56:43 UTC 201.8K followers, XXX engagements "📣 Want to go deeper Weve built X elite communities for investors: 🚀 MomentumX Swing trades breakouts 💰 WealthX Long-term investing + deep dives Join us here Lets grow smarter together. 🔍"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947592416309219736) 2025-07-22 09:39:51 UTC 201.8K followers, XXX engagements "📉 EXAMPLE - ACTUAL JOURNAL ENTRY: Took a long in Tata Steel. No setup. Just wanted to feel 'in the game'. Lost 6400 in X mins. Total revenge trade. Next week: - No mid-day entries Net +19200 saved. - No trade can sometimes be your best trade"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948351638542119011) 2025-07-24 11:56:43 UTC 201.8K followers, XXX engagements "Which stocks are on your Radar for next week I will post my stocks soon"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1946937598166839567) 2025-07-20 14:17:50 UTC 201.8K followers, 65.3K engagements "IEX - XX% Down Reason: The government plans to implement market coupling - a system where electricity prices are centrally discovered by an independent operator not by individual exchanges like IEX. 📉 This hurts IEX because: - It loses monopoly in price discovery - No liquidity advantage users can shift to any platform - Lower volumes & margins expected - Investors fear impact on revenue and profits Thats why the stock crashed sharply. #IEX #StockMarket"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948290504048976083) 2025-07-24 07:53:48 UTC 201.8K followers, 21.7K engagements "BANCO PRODUCTS 💎 STUDY IN-DEPTH 👍 Price: XXXXXX 🟢 P/E: XXXXX 🟢 PEG: XXXX 🟢 MCap/Sales: XXXX 🟢 EV/EBITDA: XXXXX Add your research below to help community and let's start discussions 👇 Disc: For Educational purpose only #investing"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1946877789787050040) 2025-07-20 10:20:10 UTC 201.8K followers, 26.9K engagements "📉 Personal Story: I bought a midcap infra stock in 2020. Revenue growth looked solid But margins fell from XX% X% in X years Didnt notice. Contracts delayed Costs ballooned Net profit vanished Stock fell XX% Lesson Margins whisper what revenue hides"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948261256185667698) 2025-07-24 05:57:35 UTC 201.8K followers, 4519 engagements "Eternal XX% UC Locked Result = Poor Welcome to the Indian Stock Market. #Eternal #Zomato"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947506253376458773) 2025-07-22 03:57:28 UTC 201.8K followers, 113.3K engagements "💸 STEP 5: Valuation - Dont Overpay For Quality Great business + bad price = bad investment. ✅ P/E sector average ✅ PEG X ✅ P/B X (for asset-heavy companies) ✅ EPS growing YoY 📊 Example: Stock A: P/E XX Growth XX% = PEG XXXX ✅ Stock B: P/E XX Growth X% = PEG XXX ❌"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948261277710909917) 2025-07-24 05:57:40 UTC 201.8K followers, 2506 engagements "Most Indian investors will lose money. Not because of timing. Not because of luck. But because they invest in companies that were never financially strong to begin with. Heres how to spot the X traits every wealth-creating Indian stock has (with examples). Bookmark this. Use it for life. 🧵"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947536383951966308) 2025-07-22 05:57:12 UTC 201.8K followers, 268.4K engagements "👀 What to Watch for in Q2 Corporate book pick-up New client onboarding from BC Max VC network CASA traction from omni + digital Insurance JV launch (life + non-life) DTA wind-down status Slippage/Recovery consistency"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947592404678414608) 2025-07-22 09:39:48 UTC 201.8K followers, XXX engagements "🚨 Nuvama lost 2800 crore in one day without any wrongdoing. No SEBI ban fraud or charges. Why did its stock crash XX% Ill explain with toys traders and a big storm 🧵👇"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1941375941806260502) 2025-07-05 05:57:48 UTC 201.7K followers, 291K engagements "Big move by RBI = Big opportunities in infra. Here's the shortlist 🔍 X Infra-Focused Lenders IFCI PFC REC IREDA HUDCO L&T Finance X PSU & Private Banks with Infra Exposure State Bank of India Bank of Baroda Canara Bank Punjab National Bank IDFC First Bank ICICI Bank X EPC & Infrastructure Developers Larsen & Toubro IRB Infrastructure KNR Constructions PNC Infratech Dilip Buildcon Ashoka Buildcon X Energy & Renewables NTPC Tata Power Adani Energy Solutions NHPC JSW Energy SJVN X Real Estate / REITs / Commercial Infra DLF Godrej Properties Oberoi Realty Embassy Office Parks REIT Brookfield"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1935989036662812726) 2025-06-20 09:12:09 UTC 201.8K followers, 98.7K engagements "💰 STEP 2: Margins - The Hidden Truth About Efficiency Two companies with XXX Cr revenue: One makes XX Cr profit Other makes X Cr Same sales. Completely different businesses. ✅ Operating Margin XX% ✅ Net Margin XX% ✅ Rising trend over XX years = pricing power"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1948261253220368849) 2025-07-24 05:57:34 UTC 201.8K followers, 5077 engagements "5 🔄 PORINJU VELIYATH - The Contrarian Code While most panic Porinju thrives. Bought HAL KRBL Delta during peak fear Returns 4x8x 🧠 Principle: Buy when the news cycle says run. He focuses on: PSUs with high dividend Turnaround stories Cash-rich undervalued stocks"  [@CaVivekkhatri](/creator/x/CaVivekkhatri) on [X](/post/tweet/1947885822545674387) 2025-07-23 05:05:44 UTC 201.8K followers, 2445 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@CaVivekkhatri CA Vivek Khatri
CA Vivek Khatri posts on X about debt, stocks, peg, finance the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +170%
- X Year XXXXXXXXXX -X%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +175%
- X Year XXXXX +38%
Followers: XXXXXXX #
- X Week XXXXXXX +0.16%
- X Month XXXXXXX +0.68%
- X Months XXXXXXX +13%
- X Year XXXXXXX +26%
CreatorRank: XXXXXX #
Social Influence #
Social category influence finance #1024 countries XXXX% stocks XXXX% technology brands XXXX% social networks XXXX% automotive brands XXXX% travel destinations XXXX%
Social topic influence debt #73, stocks #104, peg #15, finance 3.33%, india 3.33%, infra 3.33%, lending 3.33%, cash flow #30, market cap #53, titan #311
Top accounts mentioned or mentioned by @grok @kannantk88 @pkumarnammamysu @manjunath_manu1 @amitvadhera @stockizen @aiminvestments @breakoutchart__ @_systemtrader @sujit26014714 @skjalan03 @heda_bharat @galaxyman008 @pratik_maskara @indranil4sap @curiousboy30 @dranuragagrawa1 @niftystksonly @jinendrabohra @anuraga1411
Top assets mentioned BlackRock Inc (BLK)
Top Social Posts #
Top posts by engagements in the last XX hours
"3 Biggies Result declared on Saturday 1- ICICI Bank = Strong 2- Reliance = Mixed 3- HDFC Bank = Mixed"
@CaVivekkhatri on X 2025-07-21 04:22:31 UTC 201.8K followers, 46.4K engagements
"🚩 My Mistake in 2021: Bought a pharma midcap: ROE: XXXX% ROCE: XXX% Debt: 3200 Cr 😳 ROE was boosted by leverage. Once debt hit cash flow stock tanked XX% in X weeks. Check ROCE. Every time" @CaVivekkhatri on X 2025-07-24 05:57:37 UTC 201.8K followers, 3102 engagements
"The biggest difference between retail and institutional investors Retail: Should I buy now Institution: Does this pass our checklist Heres that exact 6-step checklist. Use this before your next buy. Or risk regret. 🧵 Lets break it down:" @CaVivekkhatri on X 2025-07-24 05:57:27 UTC 201.8K followers, 154.9K engagements
"Which sector do you think will produce the next big multibagger❓" @CaVivekkhatri on X 2025-07-23 12:55:02 UTC 201.8K followers, 89.3K engagements
"Which X stocks would you confidently hold for the next X years regardless of market fluctuations" @CaVivekkhatri on X 2024-12-07 15:00:10 UTC 201.7K followers, 279K engagements
"📱 Digital + Omni-channel Strategy 12L+ customers onboarded on new platform Avg balance: 27000+ per account 200+ services on omni-app CASA traction expected to accelerate via BC Max + app + VC model" @CaVivekkhatri on X 2025-07-22 09:39:43 UTC 201.8K followers, XXX engagements
"🧵 X Indian Podcasts Thatll Make You Smarter with Money (Even if Youre Super Busy) No time to read finance blogs Cant track the market all day 🎧 Just listen to these X Indian podcasts. Each one gives you smart money ideas in less than XX minutes. Lets break it down 👇" @CaVivekkhatri on X 2025-07-09 04:33:04 UTC 201.8K followers, 93.7K engagements
"⚡ Parag Parikh Flexi Cap Mutual Fund February Portfolio Update 📊 Key Observations: 🔹 Increased Allocation to Pharma Stocks Added Dr. Reddys Zydus Lifesciences Cipla and EID Parry. 🔹 Reduced Exposure to IPCA Laboratories Holdings down XXXXX% MoM. 🔹 Higher Cash Allocation Cash & arbitrage holdings increased from XXXXX% in Jan to XXXXX% in Feb. 📉 Top % Changes in Holdings: ✔ Dr. Reddys Laboratories +34.16% ✔ Zydus Lifesciences +29.58% ✔ Cipla +24.62% ✔ EID Parry +5.21% ✔ IPCA Laboratories -XXXXX% 📢 Disclaimer: Investment in mutual funds and securities markets is subject to market risks." @CaVivekkhatri on X 2025-03-15 16:04:22 UTC 201.8K followers, 38.9K engagements
"2 🛒 RADHAKISHAN DAMANI - The Conviction Strategy Before D-Mart was a XXX lakh Cr beast it was just a paper dream. He saw the retail gap Built Avenue Supermarts from scratch Didn't advertise. Just executed. 🧠 Principle: Own fewer stocks. Go deeper not wider. 📌 He didnt aim for XX small wins. He played for X game-changing monster. 🎯 What he believed in: Capital efficiency Operational control High promoter holding Retail cash flows + scale" @CaVivekkhatri on X 2025-07-23 05:05:39 UTC 201.8K followers, 4832 engagements
"Some stocks have fallen 10-15% quietly over the last 5-7 trading sessions. Market breadth is deteriorating" @CaVivekkhatri on X 2025-07-24 07:03:21 UTC 201.8K followers, 22.5K engagements
"Which sectors are you tracking for the rest of 2025 for significant upside" @CaVivekkhatri on X 2025-07-15 04:25:18 UTC 201.7K followers, 35.8K engagements
"India's defense sector is becoming a global success. In FY25: 🔹 23622 Cr in defense exports 🔹 34x growth since 2014 🔹 Buyers: Philippines Vietnam Brazil Armenia UAE By 2029 India aims to achieve 50000 crore in exports. BrahMos drones and radar tech all Made in India are trusted worldwide. #IndiaRising #BrahMos #MakeInIndia" @CaVivekkhatri on X 2025-07-20 06:36:15 UTC 201.7K followers, 22.1K engagements
"Top XX Indian Companies by Market Cap (2025) (Cr ) 1- Reliance Industries 1915581 Cr 2- HDFC Bank 1541557 Cr 3- Bharti Airtel 1157838 Cr 4- TCS 1146608 Cr 5- ICICI Bank 1053344 Cr 6- SBI 727714 Cr 7- Infosys 655690 Cr 8- Bajaj Finance 601388 Cr 9- LIC 581236 Cr 10- HUL 576813 Cr Which of these do you hold" @CaVivekkhatri on X 2025-07-23 06:15:49 UTC 201.8K followers, 19.2K engagements
"🔍 LEGEND INVESTOR MASTER SCREENER Bookmark - Spread to the World. Market Capitalization 1000 AND Return on capital employed XX AND Return on equity XX AND Sales growth 5Years XX AND Profit growth 5Years XX AND Debt to Equity XXX AND PEG Ratio XXX AND Price to Earning XX AND Promoter Holding XX AND Interest Coverage Ratio X Radhe Radhe" @CaVivekkhatri on X 2025-07-23 05:24:55 UTC 201.8K followers, 55.4K engagements
"10. 💻 Dixons 4000 Cr IT Bet Is Underway Laptops for: HP ASUS Lenovo JV with Taiwan's Inventec (top X ODM) Facility: Chennai FY27 Revenue target: 4000 Cr Also making: servers SSDs RAM 🗣 Mass production has begun. Ramp coming" @CaVivekkhatri on X 2025-05-21 06:25:43 UTC 201.8K followers, 1311 engagements
"📉 STEP 4: Financial Health - D/E and Interest Coverage You dont want to buy a debt bomb. D/E X = safe ICR X = healthy ICR X = default risk 📊 Example: Kingfisher Airlines D/E: XXX ICR: XXX Cash Flow: Negative Stock: Wiped out Even glamour dies when debt explodes" @CaVivekkhatri on X 2025-07-24 05:57:38 UTC 201.8K followers, 2843 engagements
"📢 Before we begin We just launched our official Telegram channel for serious investors: Stock screeners every week Breakout alerts Cheat sheets from iconic investors Market filters based on real-time moves 📲 Join now Lets find Indias next Titan together. 📈" @CaVivekkhatri on X 2025-07-23 05:05:37 UTC 201.8K followers, 6122 engagements
"🏢 IndiQube IPO Breakdown (Open for Subscription Now) 💰 Anchor Book Update The company has raised XXXXXX crore from anchor investors. Participating institutions include: Aditya Birla Sun Life MF Ashoka WhiteOak ICAV & WhiteOak Capital Invesco India ELSS Tax Saver Fund Bandhan Large & Mid Cap Fund Motilal Oswal Large Cap Fund Malabar India Fund & Malabar Midcap Fund Max New York Life Insurance Edelweiss MF Baroda BNP Paribas TOCU Europe III S.A R.L. Groww Mutual Fund BNP Paribas Financial Markets Citigroup Global Markets Mauritius Pvt Ltd Societe Generale 📅 IPO Details IPO Opens: 23rd July" @CaVivekkhatri on X 2025-07-23 07:32:49 UTC 201.8K followers, 39.2K engagements
"PE XX AND PB X AND PEG X AND ROE XX AND Debt to equity XXX AND Market Capitalization 1000 Run this screener. Study stocks. Weekend Homework Family 🤝" @CaVivekkhatri on X 2025-07-19 16:05:20 UTC 201.8K followers, 283K engagements
"🧠 Why Promoter Holding Matters - High promoter holding = strong commitment - Falling promoter holding = potential lack of confidence - Rising pledged shares = major warning sign 🚨 Consider this: If you built a restaurant would you sell half your stake - Right before it becomes highly profitable - Or if you believed the business was about to thrive No youd hold on. Similarly in stock analysis promoter activity reveals insights beyond financial ratios and price charts" @CaVivekkhatri on X 2025-07-19 08:38:50 UTC 201.7K followers, 17K engagements
"I have several questions regarding "Garuda Construction". My analysis is as follows: X. XXX% Q1 growth after -X% FY24 decline = lumpy recovery not sustainable business. X. XXX% profit growth but no operating cash flow = Red Flag X. XXX days cash conversion = 13-month free loans to clients while paying suppliers upfront. X. 293-day collections = poor clients or payment disputes killing cash flow. X. Pay suppliers now get paid in 10+ months = guaranteed cash crunch. X. Banks avoid 400+ working capital companies = expensive emergency borrowing ahead. X. L1 bidding + commodity volatility +" @CaVivekkhatri on X 2025-07-21 06:45:50 UTC 201.8K followers, 16.8K engagements
"💸 Recovery & Asset Quality XXX Cr recovered from written-off accounts XXX Cr from a large cement account PCR: XXXXX% Net NPA now below XXX% SMA-2 accounts: just XX Cr SMA-0 spike to XXX Cr already regularized" @CaVivekkhatri on X 2025-07-22 09:39:41 UTC 201.8K followers, XXX engagements
"🚨 RBI just cut repo rate by 0.50%. If you have a 50L loan you can save: ✅ 1569/month ✅ 18828/year ✅ 2.6L over loan tenure But heres the twist: Youve got just XX days to claim this. ❌ Your bank wont remind you. Most people will miss it and lose lakhs. Dont be one of them. This thread shows exactly how to save it 👇🧵" @CaVivekkhatri on X 2025-06-07 05:56:15 UTC 201.8K followers, 1.5M engagements
"Eternal is an example of Faith(Hope) Investing" @CaVivekkhatri on X 2025-07-22 12:09:32 UTC 201.8K followers, 26.7K engagements
"Bank of Maharashtra (BOM) BOM is setting benchmarks for PSU banking efficiency. Balanced growth via tech + XXX branch plan. Gift City move shows readiness to compete at scale. High CASA clean book and margin buffers in place. ✅ Tier-1 PSU Bank with consistent delivery and long-term re-rating potential" @CaVivekkhatri on X 2025-07-16 06:35:47 UTC 201.7K followers, 32.4K engagements
"📓 Routine #3: Night-Time Execution Audit - Where Real Edge Lives Every top trader has X dashboards: Trading terminal Trade psychology log Without logging daily behavior your brain runs old bugs. Fix this with a nightly 5-minute ritual 👇" @CaVivekkhatri on X 2025-07-24 11:56:45 UTC 201.8K followers, XXX engagements
"11. 🤝 JVs = Risk-Controlled Hypergrowth Partnering with: 📱 Vivo (mobiles) 📱 Transsion (mobiles) 💡 Signify (lighting) 💻 Inventec (IT hardware) 🎧 Rexam (wearables) 🗣 We co-create not just manufacture" @CaVivekkhatri on X 2025-05-21 06:25:44 UTC 201.8K followers, 1198 engagements
"Dixon Technologies Corporate Update 📌 JV with Signify for OEM lighting (50:50) to close by Nov 2025 📌 FY26 Export Sales guidance: 8000 Cr 📌 New display & camera modules under development 📌 IT hardware production for HP ASUS begins at Chennai; 1500 Cr revenue target #StockizenResearch" @CaVivekkhatri on X 2025-06-18 06:37:09 UTC 201.7K followers, 14K engagements
"🧵Indias greatest stock market legends didnt predict markets. They understood them. Jhunjhunwala Damani Kedia Porinju Ramdeo Ramesh. Heres exactly how they built 100000+ Cr wealth and how to apply their filters today 👇" @CaVivekkhatri on X 2025-07-23 05:05:36 UTC 201.8K followers, 153.6K engagements
"Vishal Mega Mart Heading Towards Target X - XXX 💐" @CaVivekkhatri on X 2025-07-22 05:36:06 UTC 201.8K followers, 33.2K engagements
"📞 Investor Q&A Highlights: Q: Why the sharp QoQ decline in loan book A: Corporate slowdown intentional. Retail engine intact. Q: Plans for Future Generali stake A: Signed all agreements. Name change in process. Cross-sell + value-add focus. Q: Treasury outlook A: G-Sec to fall below X% by March. 7080% gains already booked. Q: IPO strategy A: Still active. Selectively participating for listing gains" @CaVivekkhatri on X 2025-07-22 09:39:46 UTC 201.7K followers, XXX engagements
"🔍 Screener (Titan Model): Market Cap 5000 AND ROCE XX AND PEG XXX AND Debt to Equity XXX AND PE XX AND Sales growth 5Years XX AND Promoter Holding XX 📌 Bookmark this Tweet" @CaVivekkhatri on X 2025-07-23 05:05:39 UTC 201.8K followers, 5420 engagements
"🧠 What Youll Learn ✅ The timeless principle behind each investors fortune ✅ Their style of stock picking ✅ Their exact investing mindset ✅ ✅ filters you can run today" @CaVivekkhatri on X 2025-07-23 05:05:36 UTC 201.8K followers, 6019 engagements
"🔍 Screener (Porinju Panic Filter): PE XX AND Price to Book XXX AND Dividend Yield X AND ROE XX AND Debt to Equity X AND Market Cap 1000 📌 Bookmark this Tweet" @CaVivekkhatri on X 2025-07-23 05:05:45 UTC 201.8K followers, 2245 engagements
"Use this before buying any Indian stock. The 6-point checklist institutions use but most retail investors ignore: 📊 Save this table. Bookmark it. 💣 Retail guesses. Institutions process. Repost if this helped 👇" @CaVivekkhatri on X 2025-07-24 07:06:42 UTC 201.8K followers, 24.8K engagements
"🧵 X Costly Trading Mistakes That Destroy Portfolios (And How to Avoid Them Forever) Every trader makes mistakes. But repeating them is what wrecks capital. This thread breaks down the X most expensive errors and the exact strategies to eliminate them. (Bookmark👇)" @CaVivekkhatri on X 2025-07-19 11:57:37 UTC 201.8K followers, 32.6K engagements
"1 🐂 RAKESH JHUNJHUNWALA - The Patience Playbook Titan @ X in 2002. Everyone ignored it. He bought big. Held for decades. Return 400x+ He also invested in Crisil Delta Lupin all before they went parabolic. 🧠 Principle: Buy early into potential giants. Then wait like a monk. 📌 He didnt chase tips. He built conviction early. Then compounded it through chaos. If you understand what you own price doesnt matter in the short term. 📊 What he looked for: Scalable brands (Titan Crisil) Indias structural tailwinds Low debt high ROCE Under-the-radar stories with future dominance" @CaVivekkhatri on X 2025-07-23 05:05:38 UTC 201.8K followers, 5860 engagements
"🧵 Central Bank of India Q1 FY26 Concall Breakdown Highest-ever net profit ROA crosses X% milestone Corporate lending slowdown decoded Co-lending + omni-channel + insurance flywheel in motion Heres the full thread in under X minutes 👇" @CaVivekkhatri on X 2025-07-22 09:39:37 UTC 201.8K followers, 21.8K engagements
"🏗 FY26 Lending Focus Guided credit growth: 1416% Growth areas: ✔ Infra (Data centers logistics) ✔ PSU-backed entities (NTPC IREDA) ✔ Retail + MSME: continue steady climb Corporate lending to resume when pricing is right" @CaVivekkhatri on X 2025-07-22 09:39:44 UTC 201.8K followers, XXX engagements
"Tata Motors 👀 🔸CMP = XXX 🔸Intrinsic Value = XXX 🔹Current PE = XXXX 🔹Median PE 10Y = XXXX 🔹Industry PE = XXXX 🔹PEG = XXXX 🔹P/B= XXXX Valuation = Attractive There is pain in the Industry but it will be temporary. If you believe in the EV Theme analyze the Funda of #Tatamotors" @CaVivekkhatri on X 2025-06-16 07:18:50 UTC 201.8K followers, 78.2K engagements
"9. 💡 Lighting + 📡 Telecom = Profitable Base Lighting: XXX Cr Telecom: 1288 Cr (5x YoY) 5G FWA routers IPU boxes Large US client ramping Signify JV (Philips Lighting) = Q2 FY26 More exports + synergy 🗣 These segments fund our scale bets" @CaVivekkhatri on X 2025-05-21 06:25:42 UTC 201.8K followers, 1361 engagements
"🧵 HDB Financial Q1 FY26: The IPO-Era Reality Check Indias most retail-heavy NBFC (HDFC Banks baby) just released its first results post-IPO. The topline looks fine. But under the hood Theres a bit of smoke. Heres the brutal breakdown 👇" @CaVivekkhatri on X 2025-07-16 04:42:12 UTC 201.7K followers, 46.6K engagements
"⚠ Risk Monitor Rate transmission pressure (MCLR cut limited to 1020 bps) Staff cost rising (1834 Cr X% YoY) Loan growth skewed toward RAM; corporate book underweight Repo-linked assets fully passed on margin protection key" @CaVivekkhatri on X 2025-07-22 09:39:47 UTC 201.8K followers, XXX engagements
"🔍 What Youll Learn In This Thread: ✅ How to spot if a stock is actually worth it ✅ The X exact steps I run every stock through ✅ Real examples (Zee Kingfisher Tata Elxsi) ✅ Where to find the data for FREE ✅ My biggest mistakes (so you dont repeat them)" @CaVivekkhatri on X 2025-07-24 05:57:28 UTC 201.8K followers, 8724 engagements
"In 2016 Jio broke India's telecom giants with free data. In 2025 they're back - this time with BlackRock managing $10.5T globally. Together theyre gunning for Indias XX lakh crore mutual fund industry. Heres why HDFC ICICI and SBI should be very worried 👇(Must Bookmark 🧵)" @CaVivekkhatri on X 2025-07-10 04:27:41 UTC 201.8K followers, 349.5K engagements
"🔍 Where to check debt data: Balance Sheet Moneycontrol Financial Ratios Annual Reports Notes to Accounts" @CaVivekkhatri on X 2025-07-24 05:57:39 UTC 201.8K followers, 2453 engagements
"🧾 Restructured Book 4948 Cr (being closely tracked) ECL provisioning of XXX Cr this Q (4th straight) Credit cost remains low at XXXX% Overall: Balance sheet strength = focus" @CaVivekkhatri on X 2025-07-22 09:39:41 UTC 201.8K followers, XXX engagements
"🎙 Management Commentary Decoded We never played for top line. We protected bottom line. Strategic lending discipline in tough rate cycle Weve crossed March targets by June. Front-loaded growth = confident execution setup We see value not just income from insurance JV. Long-term thinking beyond short-term fee gain" @CaVivekkhatri on X 2025-07-22 09:39:45 UTC 201.7K followers, XXX engagements
"🧠 Mid-Day Reset Protocol (Used by London + Mumbai desks): X mins away from charts 600+ steps light movement 2-min Box Breath (4-4-4-4) Answer X Qs: - Whats my mood right now - Did I follow my rules - Is any trade driven by ego 🧾 Cheat Sheet below" @CaVivekkhatri on X 2025-07-24 11:56:43 UTC 201.8K followers, XXX engagements
"📣 Want to go deeper Weve built X elite communities for investors: 🚀 MomentumX Swing trades breakouts 💰 WealthX Long-term investing + deep dives Join us here Lets grow smarter together. 🔍" @CaVivekkhatri on X 2025-07-22 09:39:51 UTC 201.8K followers, XXX engagements
"📉 EXAMPLE - ACTUAL JOURNAL ENTRY: Took a long in Tata Steel. No setup. Just wanted to feel 'in the game'. Lost 6400 in X mins. Total revenge trade. Next week: - No mid-day entries Net +19200 saved. - No trade can sometimes be your best trade" @CaVivekkhatri on X 2025-07-24 11:56:43 UTC 201.8K followers, XXX engagements
"Which stocks are on your Radar for next week I will post my stocks soon" @CaVivekkhatri on X 2025-07-20 14:17:50 UTC 201.8K followers, 65.3K engagements
"IEX - XX% Down Reason: The government plans to implement market coupling - a system where electricity prices are centrally discovered by an independent operator not by individual exchanges like IEX. 📉 This hurts IEX because: - It loses monopoly in price discovery - No liquidity advantage users can shift to any platform - Lower volumes & margins expected - Investors fear impact on revenue and profits Thats why the stock crashed sharply. #IEX #StockMarket" @CaVivekkhatri on X 2025-07-24 07:53:48 UTC 201.8K followers, 21.7K engagements
"BANCO PRODUCTS 💎 STUDY IN-DEPTH 👍 Price: XXXXXX 🟢 P/E: XXXXX 🟢 PEG: XXXX 🟢 MCap/Sales: XXXX 🟢 EV/EBITDA: XXXXX Add your research below to help community and let's start discussions 👇 Disc: For Educational purpose only #investing" @CaVivekkhatri on X 2025-07-20 10:20:10 UTC 201.8K followers, 26.9K engagements
"📉 Personal Story: I bought a midcap infra stock in 2020. Revenue growth looked solid But margins fell from XX% X% in X years Didnt notice. Contracts delayed Costs ballooned Net profit vanished Stock fell XX% Lesson Margins whisper what revenue hides" @CaVivekkhatri on X 2025-07-24 05:57:35 UTC 201.8K followers, 4519 engagements
"Eternal XX% UC Locked Result = Poor Welcome to the Indian Stock Market. #Eternal #Zomato" @CaVivekkhatri on X 2025-07-22 03:57:28 UTC 201.8K followers, 113.3K engagements
"💸 STEP 5: Valuation - Dont Overpay For Quality Great business + bad price = bad investment. ✅ P/E sector average ✅ PEG X ✅ P/B X (for asset-heavy companies) ✅ EPS growing YoY 📊 Example: Stock A: P/E XX Growth XX% = PEG XXXX ✅ Stock B: P/E XX Growth X% = PEG XXX ❌" @CaVivekkhatri on X 2025-07-24 05:57:40 UTC 201.8K followers, 2506 engagements
"Most Indian investors will lose money. Not because of timing. Not because of luck. But because they invest in companies that were never financially strong to begin with. Heres how to spot the X traits every wealth-creating Indian stock has (with examples). Bookmark this. Use it for life. 🧵" @CaVivekkhatri on X 2025-07-22 05:57:12 UTC 201.8K followers, 268.4K engagements
"👀 What to Watch for in Q2 Corporate book pick-up New client onboarding from BC Max VC network CASA traction from omni + digital Insurance JV launch (life + non-life) DTA wind-down status Slippage/Recovery consistency" @CaVivekkhatri on X 2025-07-22 09:39:48 UTC 201.8K followers, XXX engagements
"🚨 Nuvama lost 2800 crore in one day without any wrongdoing. No SEBI ban fraud or charges. Why did its stock crash XX% Ill explain with toys traders and a big storm 🧵👇" @CaVivekkhatri on X 2025-07-05 05:57:48 UTC 201.7K followers, 291K engagements
"Big move by RBI = Big opportunities in infra. Here's the shortlist 🔍 X Infra-Focused Lenders IFCI PFC REC IREDA HUDCO L&T Finance X PSU & Private Banks with Infra Exposure State Bank of India Bank of Baroda Canara Bank Punjab National Bank IDFC First Bank ICICI Bank X EPC & Infrastructure Developers Larsen & Toubro IRB Infrastructure KNR Constructions PNC Infratech Dilip Buildcon Ashoka Buildcon X Energy & Renewables NTPC Tata Power Adani Energy Solutions NHPC JSW Energy SJVN X Real Estate / REITs / Commercial Infra DLF Godrej Properties Oberoi Realty Embassy Office Parks REIT Brookfield" @CaVivekkhatri on X 2025-06-20 09:12:09 UTC 201.8K followers, 98.7K engagements
"💰 STEP 2: Margins - The Hidden Truth About Efficiency Two companies with XXX Cr revenue: One makes XX Cr profit Other makes X Cr Same sales. Completely different businesses. ✅ Operating Margin XX% ✅ Net Margin XX% ✅ Rising trend over XX years = pricing power" @CaVivekkhatri on X 2025-07-24 05:57:34 UTC 201.8K followers, 5077 engagements
"5 🔄 PORINJU VELIYATH - The Contrarian Code While most panic Porinju thrives. Bought HAL KRBL Delta during peak fear Returns 4x8x 🧠 Principle: Buy when the news cycle says run. He focuses on: PSUs with high dividend Turnaround stories Cash-rich undervalued stocks" @CaVivekkhatri on X 2025-07-23 05:05:44 UTC 201.8K followers, 2445 engagements