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# ![@EquityValueIn Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1823229660559212544.png) @EquityValueIn ValueEquity

ValueEquity posts on X about stocks, acquisition, disc, mf the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1823229660559212544/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1823229660559212544/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +102%
- X Months XXXXXXX +108%
- X Year XXXXXXXXX +2,469%

### Mentions: XX [#](/creator/twitter::1823229660559212544/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1823229660559212544/c:line/m:posts_active.svg)

- X Week XX +6.10%
- X Month XX +60%
- X Months XXX -XXXX%
- X Year XXX +563%

### Followers: XXXXXX [#](/creator/twitter::1823229660559212544/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1823229660559212544/c:line/m:followers.svg)

- X Week XXXXXX +1.90%
- X Month XXXXXX +46%
- X Months XXXXXX +386%
- X Year XXXXXX +3,576%

### CreatorRank: XXXXXXX [#](/creator/twitter::1823229660559212544/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1823229660559212544/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1823229660559212544/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [premier league](/list/premier-league)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) 1.42%, [acquisition](/topic/acquisition) #808, [disc](/topic/disc) #354, [mf](/topic/mf) 1.42%, [investment](/topic/investment) #4380, [efc](/topic/efc) 1.42%, [costco](/topic/costco) #205, [cvs](/topic/cvs) #51, [banking](/topic/banking) 0.71%, [cms](/topic/cms) XXXX%

**Top accounts mentioned or mentioned by**
[@logical_traderr](/creator/undefined) [@rednivrug15](/creator/undefined) [@darkvicinity](/creator/undefined) [@equityinsightss](/creator/undefined) [@ritveekgarg1996](/creator/undefined) [@kpvk67185](/creator/undefined) [@jainpiyush29](/creator/undefined) [@vroredd](/creator/undefined) [@bhavnishmarwaha](/creator/undefined) [@akshaykaria7](/creator/undefined) [@alifeing](/creator/undefined) [@mtcapital1](/creator/undefined) [@shubhamsharma](/creator/undefined) [@unseenvalue](/creator/undefined) [@mahanashivam](/creator/undefined) [@logicaltraderr](/creator/undefined) [@rohit2309](/creator/undefined) [@ionicwealth](/creator/undefined) [@stockscansin](/creator/undefined) [@gazeobserver](/creator/undefined)

**Top assets mentioned**
[Costco Wholesale Corporation (COST)](/topic/costco) [CVS Health Corp (CVS)](/topic/cvs)
### Top Social Posts [#](/creator/twitter::1823229660559212544/posts)
---
Top posts by engagements in the last XX hours

"My take on position sizing very less spoken about when it comes to process building Understanding this opens up lot more non linearity of gains"  
[X Link](https://x.com/EquityValueIn/status/1952017933510517119) [@EquityValueIn](/creator/x/EquityValueIn) 2025-08-03T14:45Z 12.4K followers, 33.2K engagements


"Banking sector valuations including public sector Q2 likely to be average but will be starting good earnings starting H2 and will be good in FY27"  
[X Link](https://x.com/EquityValueIn/status/1976901800784805961) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-11T06:44Z 12.4K followers, 3120 engagements


"PPFAS have bought these stocks recently NESCO zydus wellness and CMS info their m&m bet is also playing out well in my opinion We are covering all in detail so you can stay tuned for Q2FY26 call notes in some of the names"  
[X Link](https://x.com/EquityValueIn/status/1979241889036452314) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-17T17:43Z 12.4K followers, 11.7K engagements


"Adani Group something that is catching my eyes some interesting charts and data points below just something to keep on radar Made combined charts using @stockscansin and adding my inputs I want to see the data of Adani group capex as a % of Private sector capex Why I am keeping some biases aside and studying this is the nature of the business in ports and Enterprises is what interests me alot I own Adani ports from few years as well looking into enterprises and defence subsidiaries $XX billion dollar capex regulatory hurdles behind some monopoly in ports interesting times ahead I think for"  
[X Link](https://x.com/EquityValueIn/status/1978378854633750550) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-15T08:34Z 12.4K followers, 6362 engagements


"Cartrade tech which we Initiated exactly one year back around XXX in below tweet when we saw rate of change in OLX acquisition stock is more than 3x today Tried and tested global profit pools have emerged in business like cartrade hence the previous tweet context we got the opportunity because we were prepared ( disc: invested and biased in cartrade from XXX no fresh reco no fin advice )"  
[X Link](https://x.com/EquityValueIn/status/1979510125070037328) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-18T11:29Z 12.4K followers, 8121 engagements


"Port Privatization opportunities till 2047 and also see how Adani ports is dominating this business container volumes typically grow 1.2x times GDP growth ports is such a difficult but rewarding business to run"  
[X Link](https://x.com/EquityValueIn/status/1975788476458053671) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-08T05:00Z 12.4K followers, 3057 engagements


"Semiconductor capacity Infra in India"  
[X Link](https://x.com/EquityValueIn/status/1976956382386745545) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-11T10:21Z 12.4K followers, 2735 engagements


"My MF portfolio is very simple 1) PPFAS flexicap 2) Old Bridge focused equity 3) Helios Flexicap 4) SBI smallcap Just posting as lot of you have asked me this in the comments lately No financial advice"  
[X Link](https://x.com/EquityValueIn/status/1976991799135945073) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-11T12:42Z 12.4K followers, 36.4K engagements


"@vroredd Trying to play metals they also own tata steel for a year now"  
[X Link](https://x.com/EquityValueIn/status/1977248120514982384) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-12T05:41Z 12.4K followers, XXX engagements


"Any stocks that you would like me to add into my coverage as we start Q2FY26 and why I should add it also mention if any triggers do comment if any interesting I will look into detail"  
[X Link](https://x.com/EquityValueIn/status/1977262441844425045) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-12T06:37Z 12.4K followers, 16.1K engagements


"Adani Ports Domestic+ global portfolio"  
[X Link](https://x.com/EquityValueIn/status/1977606657493643515) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-13T05:25Z 12.4K followers, 3898 engagements


"@BhavnishMarwaha This looks interesting was just going through the PPT true what's your take on the current valuations and margin of safety here as it is a relatively smaller company"  
[X Link](https://x.com/EquityValueIn/status/1977720052892786791) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-13T12:56Z 12.4K followers, XX engagements


"If your thesis of buying gold at these prices is central bank buying do make sure to ask the central bank to bail you out when it falls as you know it cant happen Remember you are only responsible for your own investment decisions do make sure not to over allocate to any one asset class equity metals or even real estate every asset has capital cycles play them well but do not get lost in the music I am reducing my commodity allocation at $4175 spot for gold from X% to X% do not blindly follow me i may go wrong my basis is relative valuations to Indian Equities is better than gold today"  
[X Link](https://x.com/EquityValueIn/status/1977952948278661328) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-14T04:21Z 12.4K followers, 4706 engagements


"@akshaykaria7 No akshay this is a JP morgan presentation If I find it I will send it to you"  
[X Link](https://x.com/EquityValueIn/status/1978704557854085284) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-16T06:08Z 12.4K followers, XXX engagements


"@sankhadip_c that is why I have been covering EFC separately from Q3FY25"  
[X Link](https://x.com/EquityValueIn/status/1979045792909316463) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-17T04:44Z 12.4K followers, XX engagements


"Indegene another small acquisition of Warn a small UK based life sciences transformational consulting company adding on to the consultancy and intelligence depth capabilities of the org should provide them more depth I think this is more for the talented employee pool and niche expertise which gives them more offerings to potential clientele ( disc: invested and biased no reco no fin advice )"  
[X Link](https://x.com/EquityValueIn/status/1979075455538929664) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-17T06:42Z 12.4K followers, 5600 engagements


"EFCIL ( EFC) must read annual report for those who also want to learn about coworking spaces managed office and also EFC first mover into the furniture business integrating all others now following so far they have executed well now depends on how they are able to sustain the per seat rates and expand multifold in the furniture and grow the sqft area with more premier clientele Must read to understand this space even for AWFIS smart works investors you can also check my feed for concall notes from Q4FY25-Q1FY26 we have been covering this closely ( disc: invested and biased since XXX no fresh"  
[X Link](https://x.com/EquityValueIn/status/1965284045576962084) [@EquityValueIn](/creator/x/EquityValueIn) 2025-09-09T05:20Z 12.4K followers, 11.4K engagements


"Kenneth Andrade Old Bridge MF September portfolio update in comparison to last month Adding onto the positions and the true contrarian portfolio approach with RKF and IEX ( Disclaimer: I own units in this scheme from inception this is not financial advice)"  
[X Link](https://x.com/EquityValueIn/status/1976286362107036137) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-09T13:59Z 12.4K followers, 19.8K engagements


"Reminder to read this book at least once a year I do this very consciously a book written by the late PPFAS founder it tells you how much things have changed and how they remain the same I may have read XXX more books after this but always remains special Focus on value risk avoiding biases even if you are not an investor you should read this I make sure to giveaway this book to my family also every year"  
[X Link](https://x.com/EquityValueIn/status/1977629567213789432) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-13T06:56Z 12.4K followers, 27.9K engagements


"AWFIS vs Wework vs Smart Works vs Indiqube comparison on competitive analysis source:Fident Research and Indiqube DRHP WE work DRHP"  
[X Link](https://x.com/EquityValueIn/status/1979040618392203707) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-17T04:23Z 12.4K followers, 3194 engagements


"I wonder if the ORS that was sold which was mainly non ORS by formula but just by trademark name can this be beneficial to the original makers with WHO formula Made by FDC I had done some ground work a year back with some ground pharmacies and saw that most of them sold this not real ORS when asked OTC and I had to consciously ask them to give me the electrol by FDC it would be a great suggestion to the management to now push the distributors to market the top shelf as they are prime legit makers of this ORS If there is a concall will ask FDC management its a great push opp for them at this"  
[X Link](https://x.com/EquityValueIn/status/1979539592660340821) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-18T13:26Z 12.4K followers, 4618 engagements


"PSU banks seems to be turning the tide again now disbursements are picking up and NIM contraction probably completed in this Quarter SBI will be interesting commentary to hear this time"  
[X Link](https://x.com/EquityValueIn/status/1979805569172348952) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-19T07:03Z 12.4K followers, 3474 engagements


"@ALifeing read Costco Nick sleep letters to investors global bottlers 2W resale market in US Pharma Distributors like CVS Him and Hers"  
[X Link](https://x.com/EquityValueIn/status/1979807143764365334) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-19T07:09Z 12.4K followers, XXX engagements


"read Costco Nick sleep letters to investors global bottlers 2W resale market in US Pharma Distributors like CVS YKK novo nordisk Hims and Hers Palantir some very interesting global business models to read"  
[X Link](https://x.com/EquityValueIn/status/1979807694073757768) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-19T07:11Z 12.4K followers, 5964 engagements


"My note on Capital cycle Lack of sectoral tailwinds and Profit pool expansion in the sector takes down the probability of incremental returns in your investment even the best player will not give return So it is very very important to gauge where this business and sector is in the capital cycle of the sector Things to think about and analyze if we are in 1) Expansion phase with favorable pricing 2) Contraction phase with margin erosion and competition 3) Demand supply gap over last X years is expanding or reducing 4) spreads for the sector have been increasing/decreasing 5) Sectoral ROCE of"  
[X Link](https://x.com/EquityValueIn/status/1979893332613398927) [@EquityValueIn](/creator/x/EquityValueIn) 2025-10-19T12:52Z 12.4K followers, 4330 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.]

@EquityValueIn Avatar @EquityValueIn ValueEquity

ValueEquity posts on X about stocks, acquisition, disc, mf the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX +102%
  • X Months XXXXXXX +108%
  • X Year XXXXXXXXX +2,469%

Mentions: XX #

Mentions Line Chart

  • X Week XX +6.10%
  • X Month XX +60%
  • X Months XXX -XXXX%
  • X Year XXX +563%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +1.90%
  • X Month XXXXXX +46%
  • X Months XXXXXX +386%
  • X Year XXXXXX +3,576%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% stocks XXXX% premier league XXXX% countries XXXX% technology brands XXXX%

Social topic influence stocks 1.42%, acquisition #808, disc #354, mf 1.42%, investment #4380, efc 1.42%, costco #205, cvs #51, banking 0.71%, cms XXXX%

Top accounts mentioned or mentioned by @logical_traderr @rednivrug15 @darkvicinity @equityinsightss @ritveekgarg1996 @kpvk67185 @jainpiyush29 @vroredd @bhavnishmarwaha @akshaykaria7 @alifeing @mtcapital1 @shubhamsharma @unseenvalue @mahanashivam @logicaltraderr @rohit2309 @ionicwealth @stockscansin @gazeobserver

Top assets mentioned Costco Wholesale Corporation (COST) CVS Health Corp (CVS)

Top Social Posts #


Top posts by engagements in the last XX hours

"My take on position sizing very less spoken about when it comes to process building Understanding this opens up lot more non linearity of gains"
X Link @EquityValueIn 2025-08-03T14:45Z 12.4K followers, 33.2K engagements

"Banking sector valuations including public sector Q2 likely to be average but will be starting good earnings starting H2 and will be good in FY27"
X Link @EquityValueIn 2025-10-11T06:44Z 12.4K followers, 3120 engagements

"PPFAS have bought these stocks recently NESCO zydus wellness and CMS info their m&m bet is also playing out well in my opinion We are covering all in detail so you can stay tuned for Q2FY26 call notes in some of the names"
X Link @EquityValueIn 2025-10-17T17:43Z 12.4K followers, 11.7K engagements

"Adani Group something that is catching my eyes some interesting charts and data points below just something to keep on radar Made combined charts using @stockscansin and adding my inputs I want to see the data of Adani group capex as a % of Private sector capex Why I am keeping some biases aside and studying this is the nature of the business in ports and Enterprises is what interests me alot I own Adani ports from few years as well looking into enterprises and defence subsidiaries $XX billion dollar capex regulatory hurdles behind some monopoly in ports interesting times ahead I think for"
X Link @EquityValueIn 2025-10-15T08:34Z 12.4K followers, 6362 engagements

"Cartrade tech which we Initiated exactly one year back around XXX in below tweet when we saw rate of change in OLX acquisition stock is more than 3x today Tried and tested global profit pools have emerged in business like cartrade hence the previous tweet context we got the opportunity because we were prepared ( disc: invested and biased in cartrade from XXX no fresh reco no fin advice )"
X Link @EquityValueIn 2025-10-18T11:29Z 12.4K followers, 8121 engagements

"Port Privatization opportunities till 2047 and also see how Adani ports is dominating this business container volumes typically grow 1.2x times GDP growth ports is such a difficult but rewarding business to run"
X Link @EquityValueIn 2025-10-08T05:00Z 12.4K followers, 3057 engagements

"Semiconductor capacity Infra in India"
X Link @EquityValueIn 2025-10-11T10:21Z 12.4K followers, 2735 engagements

"My MF portfolio is very simple 1) PPFAS flexicap 2) Old Bridge focused equity 3) Helios Flexicap 4) SBI smallcap Just posting as lot of you have asked me this in the comments lately No financial advice"
X Link @EquityValueIn 2025-10-11T12:42Z 12.4K followers, 36.4K engagements

"@vroredd Trying to play metals they also own tata steel for a year now"
X Link @EquityValueIn 2025-10-12T05:41Z 12.4K followers, XXX engagements

"Any stocks that you would like me to add into my coverage as we start Q2FY26 and why I should add it also mention if any triggers do comment if any interesting I will look into detail"
X Link @EquityValueIn 2025-10-12T06:37Z 12.4K followers, 16.1K engagements

"Adani Ports Domestic+ global portfolio"
X Link @EquityValueIn 2025-10-13T05:25Z 12.4K followers, 3898 engagements

"@BhavnishMarwaha This looks interesting was just going through the PPT true what's your take on the current valuations and margin of safety here as it is a relatively smaller company"
X Link @EquityValueIn 2025-10-13T12:56Z 12.4K followers, XX engagements

"If your thesis of buying gold at these prices is central bank buying do make sure to ask the central bank to bail you out when it falls as you know it cant happen Remember you are only responsible for your own investment decisions do make sure not to over allocate to any one asset class equity metals or even real estate every asset has capital cycles play them well but do not get lost in the music I am reducing my commodity allocation at $4175 spot for gold from X% to X% do not blindly follow me i may go wrong my basis is relative valuations to Indian Equities is better than gold today"
X Link @EquityValueIn 2025-10-14T04:21Z 12.4K followers, 4706 engagements

"@akshaykaria7 No akshay this is a JP morgan presentation If I find it I will send it to you"
X Link @EquityValueIn 2025-10-16T06:08Z 12.4K followers, XXX engagements

"@sankhadip_c that is why I have been covering EFC separately from Q3FY25"
X Link @EquityValueIn 2025-10-17T04:44Z 12.4K followers, XX engagements

"Indegene another small acquisition of Warn a small UK based life sciences transformational consulting company adding on to the consultancy and intelligence depth capabilities of the org should provide them more depth I think this is more for the talented employee pool and niche expertise which gives them more offerings to potential clientele ( disc: invested and biased no reco no fin advice )"
X Link @EquityValueIn 2025-10-17T06:42Z 12.4K followers, 5600 engagements

"EFCIL ( EFC) must read annual report for those who also want to learn about coworking spaces managed office and also EFC first mover into the furniture business integrating all others now following so far they have executed well now depends on how they are able to sustain the per seat rates and expand multifold in the furniture and grow the sqft area with more premier clientele Must read to understand this space even for AWFIS smart works investors you can also check my feed for concall notes from Q4FY25-Q1FY26 we have been covering this closely ( disc: invested and biased since XXX no fresh"
X Link @EquityValueIn 2025-09-09T05:20Z 12.4K followers, 11.4K engagements

"Kenneth Andrade Old Bridge MF September portfolio update in comparison to last month Adding onto the positions and the true contrarian portfolio approach with RKF and IEX ( Disclaimer: I own units in this scheme from inception this is not financial advice)"
X Link @EquityValueIn 2025-10-09T13:59Z 12.4K followers, 19.8K engagements

"Reminder to read this book at least once a year I do this very consciously a book written by the late PPFAS founder it tells you how much things have changed and how they remain the same I may have read XXX more books after this but always remains special Focus on value risk avoiding biases even if you are not an investor you should read this I make sure to giveaway this book to my family also every year"
X Link @EquityValueIn 2025-10-13T06:56Z 12.4K followers, 27.9K engagements

"AWFIS vs Wework vs Smart Works vs Indiqube comparison on competitive analysis source:Fident Research and Indiqube DRHP WE work DRHP"
X Link @EquityValueIn 2025-10-17T04:23Z 12.4K followers, 3194 engagements

"I wonder if the ORS that was sold which was mainly non ORS by formula but just by trademark name can this be beneficial to the original makers with WHO formula Made by FDC I had done some ground work a year back with some ground pharmacies and saw that most of them sold this not real ORS when asked OTC and I had to consciously ask them to give me the electrol by FDC it would be a great suggestion to the management to now push the distributors to market the top shelf as they are prime legit makers of this ORS If there is a concall will ask FDC management its a great push opp for them at this"
X Link @EquityValueIn 2025-10-18T13:26Z 12.4K followers, 4618 engagements

"PSU banks seems to be turning the tide again now disbursements are picking up and NIM contraction probably completed in this Quarter SBI will be interesting commentary to hear this time"
X Link @EquityValueIn 2025-10-19T07:03Z 12.4K followers, 3474 engagements

"@ALifeing read Costco Nick sleep letters to investors global bottlers 2W resale market in US Pharma Distributors like CVS Him and Hers"
X Link @EquityValueIn 2025-10-19T07:09Z 12.4K followers, XXX engagements

"read Costco Nick sleep letters to investors global bottlers 2W resale market in US Pharma Distributors like CVS YKK novo nordisk Hims and Hers Palantir some very interesting global business models to read"
X Link @EquityValueIn 2025-10-19T07:11Z 12.4K followers, 5964 engagements

"My note on Capital cycle Lack of sectoral tailwinds and Profit pool expansion in the sector takes down the probability of incremental returns in your investment even the best player will not give return So it is very very important to gauge where this business and sector is in the capital cycle of the sector Things to think about and analyze if we are in 1) Expansion phase with favorable pricing 2) Contraction phase with margin erosion and competition 3) Demand supply gap over last X years is expanding or reducing 4) spreads for the sector have been increasing/decreasing 5) Sectoral ROCE of"
X Link @EquityValueIn 2025-10-19T12:52Z 12.4K followers, 4330 engagements

creator/x::EquityValueIn
/creator/x::EquityValueIn