# ![@dmuthuk Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::375369317.png) @dmuthuk Muthukrishnan Dhandapani

D. Muthukrishnan, now known as Muthukrishnan Dhandapani, has recently changed his name for official and personal records. He has also been sharing insights on investing, including the importance of valuations, risk assessment, and being market-cap agnostic. Additionally, he has been discussing various companies and sectors, providing updates on his investment approach and philosophy.

### Engagements: [-------] [#](/creator/twitter::375369317/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::375369317/c:line/m:interactions.svg)

- [--] Week [---------] -25%
- [--] Month [----------] +174%
- [--] Months [----------] -10%
- [--] Year [----------] -60%

### Mentions: [--] [#](/creator/twitter::375369317/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::375369317/c:line/m:posts_active.svg)

- [--] Week [---] -35%
- [--] Month [---] +106%
- [--] Months [-----] +54%
- [--] Year [-----] -29%

### Followers: [-------] [#](/creator/twitter::375369317/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::375369317/c:line/m:followers.svg)

- [--] Week [-------] +0.05%
- [--] Month [-------] +0.43%
- [--] Months [-------] +2.40%
- [--] Year [-------] +4.70%

### CreatorRank: [------] [#](/creator/twitter::375369317/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::375369317/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #4044 [countries](/list/countries)  17.09% [technology brands](/list/technology-brands)  6.84% [stocks](/list/stocks)  3.42% [celebrities](/list/celebrities)  3.42% [social networks](/list/social-networks)  2.56% [cryptocurrencies](/list/cryptocurrencies)  0.85% [travel destinations](/list/travel-destinations)  0.85% [currencies](/list/currencies)  0.85%

**Social topic influence**
[ai](/topic/ai) #2355, [india](/topic/india) 11.11%, [if you](/topic/if-you) #5331, [future](/topic/future) #1477, [in the](/topic/in-the) #2047, [business](/topic/business) 5.98%, [sir](/topic/sir) 5.98%, [investment](/topic/investment) 5.98%, [finance](/topic/finance) 5.13%, [stocks](/topic/stocks) #608

**Top accounts mentioned or mentioned by**
[@schunell](/creator/undefined) [@grok](/creator/undefined) [@capmintofficial](/creator/undefined) [@fintalkprasanna](/creator/undefined) [@djeykarthik](/creator/undefined) [@angarai_sathya](/creator/undefined) [@potfoliopensiev](/creator/undefined) [@shantihp](/creator/undefined) [@updateschennai](/creator/undefined) [@arun519428](/creator/undefined) [@hardik_m2809](/creator/undefined) [@sa8ypr](/creator/undefined) [@imhiteshmodi](/creator/undefined) [@bhartkinari](/creator/undefined) [@deepa_210](/creator/undefined) [@suresh_ni](/creator/undefined) [@megatronus07](/creator/undefined) [@kumar_same65576](/creator/undefined) [@dixitagg](/creator/undefined) [@_realravi_](/creator/undefined)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Bira [--] was one of the successful start-up stories of last decade. It is a popular craft beer brand. They were growing so well. Reality is strange than what you can imagine. A procedural goof up has lead to whole company being collapsing and the founder now being forced even to exit by company employees. As Bira was very successful it wanted to come up with IPO. So it did a small change. It changed the name from B9 beverages private limited to B9 beverages limited. Just removed the word private. All the hell then broke loose. All the states immediately banned the sale of Bira [--] treating the"  
[X Link](https://x.com/anyuser/status/1976485967558271036)  2025-10-10T03:12Z 572.8K followers, 823.7K engagements


"When I was analysing an IT company this is what AI told me: While AI "disrupts" companies that do simple repeatable coding (body-shopping) it creates a Gold Rush for companies that provide the "picks and shovels" for complex AI integration"  
[X Link](https://x.com/dmuthuk/status/2021399359301222626)  2026-02-11T01:42Z 572.8K followers, 108.2K engagements


"India's Tier [--] Cities by merchandise exports so far in FY 2025-26. How far Chennai has come. And how much more it is going to go up. Mumbai - $25.9 billion Chennai - $24.8 billion Delhi - $24.6 billion Bengaluru - $11.1 billion Pune - $10.3 billion Ahmedabad - $8.5 billion Hyderabad - $7.1 billion Surat - $7 billion Kolkata - $5.4 billion https://twitter.com/i/web/status/2021845479307587653 https://twitter.com/i/web/status/2021845479307587653"  
[X Link](https://x.com/dmuthuk/status/2021845479307587653)  2026-02-12T07:15Z 572.8K followers, 52.2K engagements


"My understanding is software companies are not going to become extinct. But the winners need not be the old ones. The playground is wide open for all. New winners can emerge too"  
[X Link](https://x.com/dmuthuk/status/2022299055980974413)  2026-02-13T13:17Z 572.8K followers, 21.7K engagements


"Never go by the confidence with which people predict. Confidence need not necessarily mean accuracy. I see AI predictions on both extremes. As always most likely the reality may be somewhere in between. Don't lose sleep over it. Those of us who are willing to learn and adapt to the changing world will find ways to do well in life. https://twitter.com/i/web/status/2022563490523943099 https://twitter.com/i/web/status/2022563490523943099"  
[X Link](https://x.com/dmuthuk/status/2022563490523943099)  2026-02-14T06:48Z 572.8K followers, 13.2K engagements


"China+ [--] : Tamil Nadu leads. Tamil Nadu will soon be among the top footwear manufacturing cluster in the world. Investments in pipeline : Hong Fu - Rs.1000 crores (20000 Jobs) Pou Chen - Rs.2302 crores (20000 Jobs) Freetrend - Rs.1000 crores (15000 Jobs) JR One -Rs.5000 crores (50000 Jobs) Feng Tay - Rs.1000 Crs (10000 Jobs) Total of around [---] lakh jobs from from above [--] factories alone. All these firms will be making shoes for brands like Nike Adidas Puma Crocs Prada etc Factories coming up in largely backward areas like Perambalur Ariyalur Tindivanam & even Ranipet. Development and"  
[X Link](https://x.com/dmuthuk/status/1844746225297334552)  2024-10-11T14:25Z 572.6K followers, 51.9K engagements


"Another electronics maker is coming to Chennai. This time it is from Japan Murata Manufacturing. Who is Murata Quoting from Business Standard: Muratas components are found in almost all electronics from Apple Inc. and Samsung Electronics Co. smartphones to Nvidia Corp. servers and Sony Group Corp. game consoles. The company has also helped put a NASA helicopter on Mars. https://twitter.com/i/web/status/1892061411255386318 https://twitter.com/i/web/status/1892061411255386318"  
[X Link](https://x.com/dmuthuk/status/1892061411255386318)  2025-02-19T03:59Z 572.8K followers, 23.5K engagements


"Not to belittle my own country men but to highlight reality. Travel in any international flight and see how we behave as a group when compared to people from other countries. Go to any tourist destination. Even to an elite place like Alps. See how we behave as a crowd. Bullet trains and every public place in Japan people talk very softly either in person or over phone. Even if you stand close to them they'll be barely audible. And how loudly we talk and shout both in person and over phone not respecting the sensitivity of the local culture. The unfortunate reality is our civic sense and crowd"  
[X Link](https://x.com/dmuthuk/status/1973045536162005401)  2025-09-30T15:21Z 572.8K followers, 236.8K engagements


"I thought investing was very easy. All it was needed is to own dozen wonderful companies like Nestle Proctor and Gamble HDFC Bank Pidilite Titan and so on. I was naive. But market made fun of me by rewarding my naivity. All the above companies are still wonderful companies. But what matters to you as an investor is at what valuations you buy and at valuations you sell. Wealth is not the function of only business performance. It's more of how much you paid for it. https://twitter.com/i/web/status/1995876138187718664 https://twitter.com/i/web/status/1995876138187718664"  
[X Link](https://x.com/dmuthuk/status/1995876138187718664)  2025-12-02T15:22Z 572.8K followers, 67.1K engagements


"So many posts requesting finance minister to reduce or remove capital gains taxes. Once I used to be part of those who asked these things from finance minister. Now I'm clear that this government would do only what it wants to do. This is the government which brought back long term capital gains taxes heavily started taxing dividends kept STT along with capital gains tax and has been steadily increasing the tax rates. Government's logic is ultimately passive income should be taxed on par with active income. Why a salary earner should pay more taxes than an investor Should it not be the same"  
[X Link](https://x.com/dmuthuk/status/2011264005344837884)  2026-01-14T02:28Z 572.6K followers, 130.2K engagements


"Really a good beginning. The work behind this deal has been happening for last two decades. Hope it is really a mother of all deals. Both India and Europe can be lot beneficial to each other. Good that Europe has acknowledged our independence to maintain a good relationship parallelly with Russia. But for Trump our relationship with Russia would have been an irritant to this deal. Trump showed how unreliable US can be. India showed how reliable it can be despite having close relationship with Russia. Well done Prime Minister and the entire trade negotiating team. Im so glad to be in India"  
[X Link](https://x.com/dmuthuk/status/2015447756266172704)  2026-01-25T15:32Z 572.5K followers, 42.4K engagements


"More than what companies I own I believe the strength of my portfolio comes from the valuations at which I bought them. I've paid dead cheap valuations for many. As I said before If I need to have invested say Rs.3 crores to buy the companies at their peak valuations I was roughly able to buy them at one third of past valuations say Rs.1 crore. It is not that I'll always get these kind of opportunities. It's just pure coincidence and luck. I hope my current portfolio is set to run atleast for next [--] years. In general my view no recommendation- seeing the Q3 results and management guidance of"  
[X Link](https://x.com/dmuthuk/status/2016674865542287506)  2026-01-29T00:48Z 572.6K followers, 17.3K engagements


"If you are an analyst advisor or mutual fund distributor- if you cannot provide superior insights you're professionally dead. You can be no match to AI in providing structured knowledge information and data"  
[X Link](https://x.com/dmuthuk/status/2016690819567407416)  2026-01-29T01:52Z 572.5K followers, [----] engagements


"In investing never pay for the past. Always pay only for the future"  
[X Link](https://x.com/dmuthuk/status/2016787652440437004)  2026-01-29T08:17Z 572.8K followers, 12.6K engagements


""The entry price determines the return on invested capital far more than most people realize. A low entry price provides both higher yield on current earnings and greater potential for capital appreciation as price converges toward value. A high entry price provides lower yield and limited appreciation potential. The markets tendency to swing between excessive fear and excessive greed creates periodic opportunities to buy at low prices relative to value. Positioning yourself to take advantage of those opportunities requires discipline independence of thought and the willingness to act when"  
[X Link](https://x.com/dmuthuk/status/2017058472404406648)  2026-01-30T02:13Z 572.8K followers, [----] engagements


"How narratives change so quickly in just one day I'm no expert. I'm sharing my understanding based on reading experts opinion. This is just their initial views: Kevin Warsh has been nominated as next Fed Chair by Trump. Kevin is completely against quantitative easing. He will start focusing on shrinking the Fed Balance Sheet. He will do this by start massively selling bonds with Fed. He would cut short term rates significantly this year which is exactly what Trump want him to do. Dollar is likely to get strengthened and all asset prices may cool off. Metals like gold and silver are expected"  
[X Link](https://x.com/dmuthuk/status/2017221000950428030)  2026-01-30T12:58Z 572.8K followers, 109.2K engagements


"Indian investing community is very concerned with continuous FII outflows. They have been pleading Finance Minister to provide relief to capital markets so that FII outflows would stop and instead inflows would start. No idea whether Finance Minister would do something positive for capital market on Sunday's budget. In the mean time Kevin Warsh has been nominated as Fed Chair. His key focus is on shrinking Fed Balance Sheet asset prices cool off making dollar very strong and would cut short term rates significantly this year to please Trump. Kevin Warsh appointment is likely to attract"  
[X Link](https://x.com/dmuthuk/status/2017227182989508819)  2026-01-30T13:23Z 572.6K followers, 36.7K engagements


"Was going through some tweets and comments. The Economic Survey 2025-26 says that Tamil Nadu is the number one State in India for manufacturing jobs accounting for 15% of the countrys manufacturing workforce. Tamil Nadu has manufacturing output of $88 billion comparable equally to Malaysia and is growing at a whopping 17% percent in nominal terms with around 14% in real terms. Phenomenal progress by the state. Moving fast towards $1 trillion GDP in [----]. https://twitter.com/i/web/status/2017256644770722060 https://twitter.com/i/web/status/2017256644770722060"  
[X Link](https://x.com/dmuthuk/status/2017256644770722060)  2026-01-30T15:20Z 572.5K followers, 49.3K engagements


""Paying too much for an asset is far more dangerous than owning an average or mediocre asset at a bargain price. Overpaying embeds high expectations into the purchase price; any shortfall from those expectations produces losses. Buying cheaply embeds low expectations; even modest performance can produce good returns. The market periodically offers assets at prices that reflect excessive pessimism or neglect. Those are the moments to be aggressive. When prices reflect excessive optimism or euphoria the prudent course is caution or abstinence." - Howard Marks"  
[X Link](https://x.com/dmuthuk/status/2017454145016664306)  2026-01-31T04:25Z 572.5K followers, 14.2K engagements


"As a keen learner I watch different markets different assets different industries different companies and so on. It may be tough for you to believe. I've never ever had any FOMO. May be that's why despite many stupid decisions I've been able to grow and preserve my wealth. @dmuthuk Looks like you are watching silver too Much these days. Just get into the trade if u feel FOMO. Its fine @dmuthuk Looks like you are watching silver too Much these days. Just get into the trade if u feel FOMO. Its fine"  
[X Link](https://x.com/dmuthuk/status/2017486755742863617)  2026-01-31T06:35Z 572.6K followers, [----] engagements


"Two or three times in a decade stock market provide you many opportunities which would tick all the boxes like Cheap valuations Good earnings growth Decent corporate governance Promoters having huge skin in the game Less or no debt Excellent return on equity High quality Very less dilution Usually in normal market conditions such opportunities are not easy to find. Even if you find difficult to get most of the boxes checked. If you are a stock picker willing to spend lot of time and energy for research passionate about stocks you would be able to create a very good portfolio. I'm not saying"  
[X Link](https://x.com/dmuthuk/status/2017509705502101720)  2026-01-31T08:06Z 572.5K followers, 57.6K engagements


"I don't provide any buy or sell advice. My general view on ITC: Very poor earnings growth Core business cigarettes are being taxed more and more Despite revenue diversification profit is still concentrated from cigarette business Excellent dividend yield for those who seeking income Valuations are cheap. But my personal view is it is cheap for a reason. @dmuthuk off topic any thoughts on ITC at [---] @dmuthuk off topic any thoughts on ITC at 320"  
[X Link](https://x.com/dmuthuk/status/2017516458654507515)  2026-01-31T08:33Z 572.6K followers, 74.1K engagements


"Stop ignoring terms like theme of the decade mother of all bull markets India growth story and so on. What I've learnt from extensively studying and researching Peter Lynch for more than a year is: The only thing that matters is earnings growth and at what valuations that is available. Always look at PEG. Lower the PEG ( significantly lesser than 1) and if earnings can continue to grow well for atleast next few years you've hit the home run. Market levels doesn't matter. Bull or bear markets doesn't matter. Always focus only on individual companies. Never forget that there is a company behind"  
[X Link](https://x.com/dmuthuk/status/2017522750542553538)  2026-01-31T08:58Z 572.6K followers, 37.6K engagements


"It is not even about extra martial relationships which is also wrong. It is terrible that right from Donald Trump to Bill Gates to Prince Andrew to former US Presidents to billionaires to many well known people are Pedophiles as per Epstein files. And it has been an organised racket which went on for decades till Epstein died in the jail. Fallen heroes. Extremely sad for those children young girls. And it is no wonder people are becoming cynical and losing trust on authority figures. https://twitter.com/i/web/status/2017545978589675979 https://twitter.com/i/web/status/2017545978589675979"  
[X Link](https://x.com/dmuthuk/status/2017545978589675979)  2026-01-31T10:30Z 572.6K followers, 159.8K engagements


"What attracted me to ITC - it was almost close to the floor based on it's dividend yield. Was less likely to fall further. Valuations were at cheapest. FMCG looked promising. During covid company adapted and performed well. Used masks and sanitisers to make Savlon a household name. I made close to 3x in the stock including dividend. When I sold I felt price was well discounting it's future. Despite excellent efforts from management revenue diversification did not lead to profit diversification. They are working very hard for more than two decades. Still it is only a cigarette company which"  
[X Link](https://x.com/dmuthuk/status/2017588667242754200)  2026-01-31T13:19Z 572.6K followers, 25.9K engagements


"Age alone should not be taken into account. There are so many factors decide your risk bearing capacity creation of portfolio asset allocation and so on. I'm only [--]. Warren Buffett who is elder to me by [--] years was actively picking securities from Japanese stock market in recent years. @dmuthuk For weird reasons @X does not show your post on my feed. Your folio looks very aggressive (3 SME stocks you shared due to holding above 1%) when people at your age are seeking dividends and fixed income securities. @dmuthuk For weird reasons @X does not show your post on my feed. Your folio looks"  
[X Link](https://x.com/dmuthuk/status/2017626595352310118)  2026-01-31T15:50Z 572.6K followers, 14.6K engagements


"Q3 earning numbers are very good - especially among many mid and small caps. That's what ultimately counts and not how you feel about today's budget"  
[X Link](https://x.com/dmuthuk/status/2017760363903869125)  2026-02-01T00:42Z 572.6K followers, 11.8K engagements


"Banks are upset that deposits are not flowing in for them and instead that money get into SIPs. Either they want equities to be treated on par with the deposits or deposits to be treated on par with equity as far as taxation is concerned. In a separate track - finance ministry RBI and SEBI wants to make retail participate in bond markets. They want to make bonds more attractive. Government is very keen on developing a strong bond market. Different people. Different priorities. Who knows ultimately what would happen https://twitter.com/i/web/status/2017808524982567093"  
[X Link](https://x.com/dmuthuk/status/2017808524982567093)  2026-02-01T03:53Z 572.8K followers, 124.1K engagements


"STT increased. No change in capital gains tax. That's why I was repeatedly saying my expectations in this regard was zero"  
[X Link](https://x.com/dmuthuk/status/2017852035492946026)  2026-02-01T06:46Z 572.6K followers, 125.2K engagements


"My view: FIIs have been selling regularly. The return they are getting after paying capital gains tax and rupee depreciation is next to nothing. After Kevin Warsh has been nominated FIIs would be all the more attracted towards taking money out of markets like India and moving to US for better yields. FIIs are expected to sell more. This would affect the overall market sentiments. But the stocks which would be more affected would be where FII holdings are high. This means predominantly large caps and mid caps. In small caps FII holding is very less. In SMEs it is almost nothing. As I said in"  
[X Link](https://x.com/dmuthuk/status/2017882426240884922)  2026-02-01T08:47Z 572.7K followers, 154.2K engagements


"I too used to think like this. Age experience and learning has made me realise how speculators are also essential for any markets. Finance ministry needs a professional stalwart who understand such nuances. @dmuthuk Need more risk takers & producers not speculators. @dmuthuk Need more risk takers & producers not speculators"  
[X Link](https://x.com/dmuthuk/status/2017940951315120441)  2026-02-01T12:39Z 572.5K followers, 20.7K engagements


"Increased FII outflows is going to be reality. Provided logic for the same. Domestic funds which is nothing but money pooled from individual investors are the only support now. There is a question mark on how long individual investors would keep investing if they get zero or negative returns. This is where we stand today. Budget could have done something to limit or reduce foreign outflows. We simply don't care. https://twitter.com/i/web/status/2017964900333781329 https://twitter.com/i/web/status/2017964900333781329"  
[X Link](https://x.com/dmuthuk/status/2017964900333781329)  2026-02-01T14:14Z 572.7K followers, 34.4K engagements


"India US trade deal is broadly very good for both Indian economy and stock markets. Trumps occasional temper tantrums would continue. But India has shown he can be managed without compromising our interests"  
[X Link](https://x.com/dmuthuk/status/2018373462331621391)  2026-02-02T17:18Z 572.6K followers, 47.6K engagements


"Yes. 50% becomes 18%. Additional 25% levied separately for Russian oil imports has also been removed. @dmuthuk Muthu Sir its [--] becoming [--] right @dmuthuk Muthu Sir its [--] becoming [--] right"  
[X Link](https://x.com/dmuthuk/status/2018380532779008438)  2026-02-02T17:46Z 572.6K followers, 52.4K engagements


"Not sure whether this would definitely happen. But just giving as an example how things and hence our views can change in a day. Rupee depreciation may stop. With favourable trade regime with US it may even gain. Right from IT to many export oriented sectors like textiles are expected to rerate. Both better sentiments and rerating of select industries would lead to good returns for investors this year. If they earn better returns they are less likely to stop SIPs and redeem funds. Better returns would lead to decent risk premium for FIIs. That coupled with rupee not depreciating further FII"  
[X Link](https://x.com/dmuthuk/status/2018484966880161838)  2026-02-03T00:41Z 572.5K followers, 49.7K engagements


"Once deal details start emerging we would get to know industries and companies which would significantly benefit. Watch out. Like our deal with Europe look for zero or low tariff beneficiaries. EU deal followed by US deal would have lifted the gloom of our exporters. They would be confidently looking at future. Since lot of our exports are labour intensive it is good for our employment. If employment is good consumption too would become better. Let us hope as an economy we get into a virtuous cycle"  
[X Link](https://x.com/dmuthuk/status/2018486289906254006)  2026-02-03T00:46Z 572.6K followers, 35.2K engagements


"Some are complaining a lot even after excellent deals with European Union and USA. I won't blame them because if you single mindedly hate a party or government very difficult to appreciate when something happens good for country. There is the same issue in Tamil Nadu. Those who refuse to appreciate the progress and development of the state are ones who blindly hates the party which is ruling the state"  
[X Link](https://x.com/dmuthuk/status/2018497378517709219)  2026-02-03T01:30Z 572.6K followers, 81K engagements


"Have been pointing out the same since I track lot of small-caps and SMEs. The earnings growth are phenomenal. What ultimately matters is earnings growth and valuations. Everything else is entertainment. Halfway through earnings season: 263/500 companies reported. Revenue: +12.1% YoY Adj PAT: +12.2% YoY PAT growth by market cap tells an interesting story: Large caps: +8.7% Midcaps: +17.8% Small caps: +39.9% Our ground checks across steel cement auto anc OEMs pipe Halfway through earnings season: 263/500 companies reported. Revenue: +12.1% YoY Adj PAT: +12.2% YoY PAT growth by market cap tells"  
[X Link](https://x.com/dmuthuk/status/2018889397685645561)  2026-02-04T03:28Z 572.6K followers, 26.1K engagements


""Overpaying is the greatest enemy of investment performance. You can own a superb business with excellent management and strong growth prospects but if you pay too much your returns will be mediocre at best. The entry price determines the yield on your capital and the room for future appreciation. Discipline in refusing to pay excessive prices is far more important than the ability to identify wonderful businesses. Waiting for the right price is one of the hardest but most profitable parts of investing." - Howard Marks https://twitter.com/i/web/status/2019229023755489310"  
[X Link](https://x.com/dmuthuk/status/2019229023755489310)  2026-02-05T01:58Z 572.9K followers, 13.7K engagements


"Brutal corrections in Silver and Cryptos. No clue what is the bottom"  
[X Link](https://x.com/dmuthuk/status/2019251305106272341)  2026-02-05T03:26Z 572.7K followers, 82.4K engagements


"What happened to the narrative that the industrial demand would ensure silver keep making new highs Narratives follow price. You should buy such that what you own becomes popular. Never ever buy what is popular when it is popular. No doubt that small caps and SMEs offer good opportunities now. That doesn't mean you buy anything and everything in this category. Every single stock including within the same industry is unique. Always analyse a stock on it's individual merits. Never ever ignore valuations and earnings growth"  
[X Link](https://x.com/dmuthuk/status/2019297102086697025)  2026-02-05T06:28Z 572.6K followers, 34.7K engagements


"From the recent high of $121 silver is at $70. Crypto currencies have crashed more than 50% in the last few months. And the carnage is continuing. All these are touted as safe assets. The safety is not in assets. It is only in the price you paid to acquire it. Entry price matters. Absolutely matters. https://twitter.com/i/web/status/2019540891174875300 https://twitter.com/i/web/status/2019540891174875300"  
[X Link](https://x.com/dmuthuk/status/2019540891174875300)  2026-02-05T22:37Z 572.8K followers, 97.4K engagements


"That's how it is pitched by those who own it. @dmuthuk In what universe crypto was a safe asset I thought its a risk asset mostly tied to liquidity @dmuthuk In what universe crypto was a safe asset I thought its a risk asset mostly tied to liquidity"  
[X Link](https://x.com/dmuthuk/status/2019578472667181077)  2026-02-06T01:06Z 572.6K followers, 11.3K engagements


""The best risk-adjusted returns usually come from buying when most people are scared to invest. Fear pushes prices down to levels that make no sense relative to fundamentals. At those moments the margin of safety is widest and prospective returns are highest. When everyone feels comfortable and confident prices typically rise to levels that leave little room for error and offer low prospective returns. The disciplined investor buys in the first environment and avoids or sells in the second. Emotional resilience and independence of mind are essential to exploit that pattern." - Howard Marks"  
[X Link](https://x.com/dmuthuk/status/2019581693049672133)  2026-02-06T01:19Z 572.6K followers, 13.9K engagements


"Bitcoin is now lower than it's [----] peak price. [--] long years. No returns. Likely to be negative returns. If you borrow and buy you become a forced seller. Usually becoming a forced seller means entire wealth getting wiped out. Leverage magnify our gains when prices are going up. But it completely wipes us out when the reverse happens. https://twitter.com/i/web/status/2019584686922895847 https://twitter.com/i/web/status/2019584686922895847"  
[X Link](https://x.com/dmuthuk/status/2019584686922895847)  2026-02-06T01:31Z 572.6K followers, 74.2K engagements


"Did a very interesting exercise today. Asked AI how much it would be able to positively impact or negatively destruct each of the company in my portfolio in the coming years. I've never seen such a brilliant analysis before. I also kept asking queries about many industries. In nut shell: Industries negatively impacted by AI would include pure software development like coding and quality analysis back office administrative services customer support- basic and medium content generation business analysis creative images videos and graphs all kinds of documentation and many low end research in"  
[X Link](https://x.com/dmuthuk/status/2020025149454529012)  2026-02-07T06:41Z 572.7K followers, 68.8K engagements


""Come to Israel with us. Relax and have fun with interesting people. If you want use a fake name. Bring your girls. It will be fun to have you." "God Is A Construct Cute Girls Are Real" " I liked watching you zero in on your prey. Made me smile " The above are from Deepak Chopra's documented communication with Epstein. There is lot more. In general be skeptical of all authorities more so in religious and spiritual domains. https://twitter.com/i/web/status/2020049796569186706 https://twitter.com/i/web/status/2020049796569186706"  
[X Link](https://x.com/dmuthuk/status/2020049796569186706)  2026-02-07T08:19Z 572.8K followers, 150.5K engagements


"If you look traditional IT is already being replaced by GCCs. @dmuthuk If the IT sector gets disrupted in India the shockwaves will ripple across every industry from real estate and retail to automobiles and overall consumption. @dmuthuk If the IT sector gets disrupted in India the shockwaves will ripple across every industry from real estate and retail to automobiles and overall consumption"  
[X Link](https://x.com/dmuthuk/status/2020057435541762086)  2026-02-07T08:49Z 572.6K followers, 51.9K engagements


"Golden words. True legend. "If you rise in life you have to behave in a certain way. You can go to a strip club if you're a beer-swilling sand shoveler but if you're the Bishop of Boston you shouldn't go. How you behave in one place will help in surprising ways later."-Charlie Munger https://twitter.com/i/web/status/2020058956257968398 https://twitter.com/i/web/status/2020058956257968398"  
[X Link](https://x.com/dmuthuk/status/2020058956257968398)  2026-02-07T08:56Z 572.8K followers, 46.6K engagements


"50% resiprocal tariffs have been reduced to 18% on India says Trade Minister Piyush Goyal as he waves the India US joint statement; Points tariffs are lower than China Vietnam Bangladesh Indonesia. 0% duties on Indian products like gems pharma products smartphones being exported to US says Indian Trade Minister Piyush Goyal. 0% tariff on Indian spices chai coffee copra coconut oil veg wax cashew nut chestnut lot of vegetables fruits (avocados banana Mango kiwi pineapple mushroom barley coca sesame seeds processed fruits pineapple jam) being exported to US says Goyal. Trade Minister Piyush"  
[X Link](https://x.com/dmuthuk/status/2020064748184949225)  2026-02-07T09:19Z 572.8K followers, 94.8K engagements


"The crux to watch is what AI can replace and where it would work along with human as efficiency multiplier. AI would definitely be disruptive but not to the levels it is being exaggerated"  
[X Link](https://x.com/dmuthuk/status/2020084665605071001)  2026-02-07T10:38Z 572.6K followers, 12.2K engagements


"Gemini AI paid version. @dmuthuk Did you use GEMINI or CHATGPT please let me know as I am confused in both @dmuthuk Did you use GEMINI or CHATGPT please let me know as I am confused in both"  
[X Link](https://x.com/dmuthuk/status/2020340375022629320)  2026-02-08T03:34Z 572.7K followers, 18.5K engagements


"There are two perspectives both are equally true based on who you are: Don't be greedy. Don't chase returns. Be very conservative in your future expectations. Focus on saving more rather than expecting higher returns. Huge multi generational wealth is created by identifying assymetric bets. They are rare. But don't forget the fact that hardly 5% of stocks contribute to entire market returns. If you've both skill and huge dose of luck identifying a company from that future 5% can be life changing"  
[X Link](https://x.com/dmuthuk/status/2020397500285518000)  2026-02-08T07:21Z 572.6K followers, 19.8K engagements


"I told Gemini AI that I don't need any new stock ideas and asked it to stop giving them. I said unless any of the company I own fails to execute or any change happens to investment thesis I want to do nothing for next [--] to [--] years. The only action I would do is to keep adding yearly surplus to my safety bucket. Entry price has become extremely important to me. And I've sufficient investment in stocks bought at compelling valuations. Other than small yearly transactions to ensure trading or demat account do not become inactive I don't see any investment activity in my portfolio for foreseeable"  
[X Link](https://x.com/dmuthuk/status/2020507328530010114)  2026-02-08T14:37Z 572.7K followers, 63.5K engagements


"As I said the other day I've learnt the art of giving illustration without ever Grok can identify which company I'm speaking about. I can be 100% authentic in my tweet still Grok would end up giving only wrong names. How you phrase a query or tweet makes lot of difference on how AI acts and reacts. Building huge positions in small companies are also an interesting experience. It is not easy to buy large quantities. Every proprietary traders algorithm alerts them so that they increase the price such that impact cost is high for me. My impact cost is their profits. I definitely had impact cost"  
[X Link](https://x.com/dmuthuk/status/2020530542320800183)  2026-02-08T16:09Z 572.7K followers, 12.4K engagements


"As I said genie is out of the bottle. Can't put it back. AI has both positives and negatives. Policy makers across the world along with AI experts need to sit together and keep AI regulated. Humanity has survived many inventions and catastrophes. Never give up hope. A way can be found. @dmuthuk I too use AI. But in my view for humanity to survive the AI companies must be declared as terrorist organisations as no other way can hinder its overpowering presence. As we humans are infamous for creating our own catastrophe. Exp are pollution deforestation nuclear war etc. @dmuthuk I too use AI. But"  
[X Link](https://x.com/dmuthuk/status/2020548574447292541)  2026-02-08T17:21Z 572.7K followers, 10.9K engagements


"Why I'm saying don't copy me is even in the worst case extreme scenario of my stock portfolio going to zero I can lead a good life. I've been parallelly building a ultra safe portfolio with fixed deposits and predominantly overnight funds. I'm also building a moderate risk portfolio with balanced advantage funds where it would never go to zero and most likely give inflation beating returns. Dividends from my stock portfolio covers most of our complete lifestyle. In next few years it may exceed our annual expenses. Dividends alone can support our life style. I've ultra safe assets to"  
[X Link](https://x.com/dmuthuk/status/2020662591270596793)  2026-02-09T00:54Z 572.8K followers, 21.4K engagements


"Dividends from just one stock almost support our complete lifestyle. This is not to boast. You need to understand my or any big investors risk bearing capacity is completely different. I've no debt. I own primary residence. I can keep adding to the list. The idea is not to show my privileges but repeating to emphasise that no two portfolios can be or should be same because no two people are in same financial situation"  
[X Link](https://x.com/dmuthuk/status/2020664187815649710)  2026-02-09T01:00Z 572.8K followers, 65K engagements


""No asset is worth paying any price for no matter how good it is. Even the finest business becomes a poor investment at an excessive price. The higher the price the more flawless the future must be to deliver returns. Overpaying embeds high expectations; any shortfall produces disappointment. The prudent investor always asks: is the price low enough to provide protection If not he passes- no exceptions." - Howard Marks https://twitter.com/i/web/status/2020683342572839301 https://twitter.com/i/web/status/2020683342572839301"  
[X Link](https://x.com/dmuthuk/status/2020683342572839301)  2026-02-09T02:17Z 572.7K followers, [----] engagements


"15 years is too long a time. I don't even know whether this company would exist in current form. Keep saving money through mutual funds. When the time comes after [--] years take decisions based on the available options then. The company I own is fundamentally good. Dividend yield is also good. But I'm not sure what would happen to the company after [--] years. World has completely changed. There is no such thing as buy and forget or buy and hold forever. @dmuthuk Pl DM me which one sir. I am building one for my special needs son who can get benefited through dividend after [--] yrs. @dmuthuk Pl DM"  
[X Link](https://x.com/dmuthuk/status/2020685262528131381)  2026-02-09T02:24Z 572.7K followers, 23.8K engagements


"John Bogle said buy the entire haystack instead of trying to choose the good needles. I'm trying to buy good needles not wanting to buy the entire haystack. Market precisely functions well because each one of us is different. Nobody is right or wrong. Each one is unique. And the results market provides is decisive and final"  
[X Link](https://x.com/dmuthuk/status/2020686975188308461)  2026-02-09T02:31Z 572.7K followers, [----] engagements


"No. @dmuthuk Please share your portfolio @dmuthuk Please share your portfolio"  
[X Link](https://x.com/dmuthuk/status/2020688131109032268)  2026-02-09T02:36Z 572.8K followers, 11.3K engagements


"I'm not dependent on it. Will enjoy as long as it lasts. @dmuthuk Single stock dividends covering lifestyle sounds great until that company cuts the dividend. Even solid payers like GE and AT&T have slashed payouts. The real flex isn't one winner - it's building enough diversified income that no single board decision ca. @dmuthuk Single stock dividends covering lifestyle sounds great until that company cuts the dividend. Even solid payers like GE and AT&T have slashed payouts. The real flex isn't one winner - it's building enough diversified income that no single board decision ca"  
[X Link](https://x.com/dmuthuk/status/2020787412813652384)  2026-02-09T09:10Z 572.7K followers, [----] engagements


"To me dividends are incidental and not the primary reason for picking a stock. It's an added bonus. When my professional income stops my preference would systematic withdrawals from balanced advantage funds or overnight funds. Ofcourse dividends would reduce the amount you need to withdraw. @dmuthuk For [--] yrs time frame. I will not invest without my own duo diligence. But would be interested to know how experienced investors like you think with related to dividend. @dmuthuk For [--] yrs time frame. I will not invest without my own duo diligence. But would be interested to know how experienced"  
[X Link](https://x.com/dmuthuk/status/2020799680398152019)  2026-02-09T09:59Z 572.7K followers, 11.5K engagements


"The huge dividend a stock is paying is incidental. I did not pick it for dividends but for being an assymetric bet. It so happened the quantum of dividends are good enough to completely sustain our lifestyle. Life is random. Some times you get more than what you asked for"  
[X Link](https://x.com/dmuthuk/status/2020800673588109413)  2026-02-09T10:03Z 572.8K followers, 41.6K engagements


"Anything possible is in very long term. Who knows Five hundred years down the line humans may even fly. Time is eternal and our life span is short. We can only talk whether something is possible during our life time. Who can talk about centuries or millennium when we are not able to estimate even next quarterly results correctly @dmuthuk Who knows Possible someday in future. @dmuthuk Who knows Possible someday in future"  
[X Link](https://x.com/dmuthuk/status/2020845514749853744)  2026-02-09T13:01Z 572.7K followers, 14.3K engagements


"Each to his own. I believe we should be grounded to reality. @dmuthuk It's better to be ultra optimistic rather than being pessimistic @dmuthuk It's better to be ultra optimistic rather than being pessimistic"  
[X Link](https://x.com/dmuthuk/status/2020845941818110437)  2026-02-09T13:03Z 572.7K followers, 11K engagements


"Lot of trolling yesterday by Elon Musk's fans. I was expecting that. I'm aware of the cultish status he enjoys. But for Elon Musk's huge funding and heavy propping up Trump would not have become President again. Don't tell me that Elon do not know the real face of Trump. When things got sour between Trump and Elon last year Elon tweeted about Trumps close association with Epstein. The cream of MAGA then got into this and brought truce between Trump and Elon. Elon later deleted the tweet. As I say appreciate people for their positives and achievements. But don't blindly trust anyone and take"  
[X Link](https://x.com/dmuthuk/status/2021038172382388698)  2026-02-10T01:47Z 572.8K followers, 48.2K engagements


"There is no need to belong to any league. Everyone irrespective of who they are entitled to have independent views and opinions. I don't think to be in the league of Trump would be a honour. Yes. I've only few hundred followers. @dmuthuk You are not in the league to make a judgment about Trump or Musk. A few hundred followers sometimes make you think so. Why don't you stick with DMK BJP and ADMK @dmuthuk You are not in the league to make a judgment about Trump or Musk. A few hundred followers sometimes make you think so. Why don't you stick with DMK BJP and ADMK"  
[X Link](https://x.com/dmuthuk/status/2021061980342403418)  2026-02-10T03:21Z 572.8K followers, [----] engagements


"Be it investment advisors or mutual fund distributors or insurance agents- the writing on the wall is very clear. I'm saying this based on extensively using AI. AI is phenomenal in wealth advise and management provided you give all relevant details and know what to ask. You no longer need a human being to select a mutual fund portfolio or choose the best term plan. In the next few years wealth management is going to be hugely disrupted. Professionals who can both integrate AI into their work and add more insights than AI would only survive. People adding very less or no value would no longer"  
[X Link](https://x.com/dmuthuk/status/2021396329029828618)  2026-02-11T01:30Z 572.8K followers, 34K engagements


""The price you pay is paramount. Even the world's greatest business becomes a mediocre or poor investment if you overpay for the shares. I've seen it repeatedly: terrific companies where the entry price already baked in years of flawless growth. If the future unfolds perfectly you barely make money. If there's any hiccup the stock gets crushed. That's why relating the current price to realistic future earnings is essential- paying too much eliminates your margin of safety." - Peter Lynch https://twitter.com/i/web/status/2021411375176876517 https://twitter.com/i/web/status/2021411375176876517"  
[X Link](https://x.com/dmuthuk/status/2021411375176876517)  2026-02-11T02:30Z 572.8K followers, [----] engagements


"No need to beg anyone. I've never answered stock specific queries. If you are not clear about a stock you can always move to next. If stocks confuse you equity funds are the best option. Yes. AI can provide knowledge and information multiple times better than me. @dmuthuk I still remember begging you so many times Thomas Cook but I never got a reply from you Sir. Now there is no need for that to get a better outlook with AI. @dmuthuk I still remember begging you so many times Thomas Cook but I never got a reply from you Sir. Now there is no need for that to get a better outlook with AI"  
[X Link](https://x.com/dmuthuk/status/2021412035079315484)  2026-02-11T02:32Z 572.8K followers, 11.2K engagements


"Gemini AI. @dmuthuk Sir which is your favourite AI tool @dmuthuk Sir which is your favourite AI tool"  
[X Link](https://x.com/dmuthuk/status/2021424869959926279)  2026-02-11T03:23Z 572.9K followers, 12.9K engagements


"I agree. In reality how many of us have capabilities to influence client behaviour Even elite wealth managers from private banking ends up implementing clients desires. Very few very very few can walk away saying that this is not in the best interest of client. Only those kind of professionals can really influence client behaviour. @dmuthuk Sir you are true but to create wealth human behavior matters more he should have proper psychology to have patience. @dmuthuk Sir you are true but to create wealth human behavior matters more he should have proper psychology to have patience"  
[X Link](https://x.com/dmuthuk/status/2021426259532919012)  2026-02-11T03:29Z 572.8K followers, [----] engagements


"Some basics 1)Have an emergency fund of not less than [--] year of your expenses. 2)Insure: Term medical personal accident and fire insurance for your house. 3)Dont use revolving credit on your credit cards. 4)Simplify: have two bank accounts two credit cards and two demat a/c. 5)Write a will. 6)Dont borrow except for buying a house. 7)Ensure the value of the house is not more than [--] times your annual salary. 8)Create a corpus of not less than [--] times your annual expenses before considering retirement. 9)Spend less than you earn. 10)Try to save 30% of your salary. 11)Invest regularly. 12)Invest"  
[X Link](https://x.com/anyuser/status/1733683881818333336)  2023-12-10T03:03Z 572.8K followers, 1.1M engagements


"Kerala vote share : Communists: 29% BJP : 27% Phenomenal"  
[X Link](https://x.com/anyuser/status/1796896764471235008)  2024-06-01T13:29Z 572.8K followers, 282.3K engagements


"This government has gone crazy. How can you say stamp duty is not part of the cost of a house Having removed indexation benefits the least government could have done is to allow stamp duty and interest as part of cost. Not including stamp duty further increases the tax rate. Very bad @narendramodi and @nsitharaman "  
[X Link](https://x.com/anyuser/status/1816393254184632547)  2024-07-25T08:41Z 572.8K followers, 714.4K engagements


"Individuals in the country that too less than 3% of the population pay more taxes than all the companies in India combined. Amrit Kaal for Indian tax payers. Thank you Prime Minister and Finance Minister"  
[X Link](https://x.com/anyuser/status/1828279798445293605)  2024-08-27T03:54Z 572.8K followers, 325.7K engagements


"Even when I was a BJP supporter I used to be dead against Sitharaman. She is a disgrace as a finance minister. Annapoorna Srinivasan is a well respected entrepreneur in Coimbatore. He pointed out some lacunae in GST in a public interaction with Sitharaman which was arranged by BJP. He was subsequently forced to apologise to Sitharaman in a private meeting. Is this how the central government going to behave Sitharaman is an absolute disgrace. BJP is going to pay the price of humiliating a well respected Coimbatore entrepreneur in his own soil"  
[X Link](https://x.com/anyuser/status/1834436375820611755)  2024-09-13T03:38Z 572.8K followers, 292.9K engagements


"Based on my understanding in India: Rich 1% Middle class 9% Low income 10% Poor 80%"  
[X Link](https://x.com/anyuser/status/1863081728090497228)  2024-12-01T04:44Z 572.8K followers, 386.5K engagements


"Bus tickets in Tamil Nadu with Tamil rupee symbol"  
[X Link](https://x.com/anyuser/status/1900405587592294521)  2025-03-14T04:36Z 572.8K followers, 1.1M engagements


"I'm seeing lot of heated discussion between Allopathic Doctors and Indian chess grand master Vidit Gujrathi. This is because Vidit chose to call his family members practicing ayurveda and so on as Doctors. I saw that tweet. It was simply wishing his family members happy Doctors day. No one forces anyone to trust ayurveda homeopathy and so on. You may be comfortable with some branches and may be averse to some other. Each to his own. For [--] years I was vomiting many times a day. My everyday life was miserable. Saw many Gastroentrologists. They were kind and sincere. But no amount of their"  
[X Link](https://x.com/anyuser/status/1941055813780717927)  2025-07-04T08:45Z 572.8K followers, 363.4K engagements


"Dubai is giving life time residency (Golden Visa) to Indians for a cost of around Rs.23 lakhs. No need for any investments buying properties and so on. This visa also allows you to bring your family hire domestic staff run a business or take up an employment. The unfortunate reality is many well to do Indians are already migrating abroad. And these kind of opportunities would increase that momentum"  
[X Link](https://x.com/anyuser/status/1942070473090834615)  2025-07-07T03:57Z 572.8K followers, 1M engagements


"Bear with our 'investment gurus' who give index targets. Here President of USA is giving one"  
[X Link](https://x.com/dmuthuk/status/2020062977161052601)  2026-02-07T09:11Z 572.8K followers, 30.6K engagements


"Very well explained. As our textile exports have 18% tariif Bangladesh is going to get 0% tariffs. Bangladesh would be hugely competitive and our textile sector would severely suffer. It's good that we've a trade deal with US. But our government needs to be wary of US. US is not our friend and Trump is not a reliable character. While India recently celebrated its tariffs to US dropping to 18% a pact b/w U.S. & Bangladesh has thrown a wrench into the works  [--] quick points. Bolded some points 👇 [--]. While India got 18% tariff from US & it (rightly) felt like a massive win for Indian exporters -"  
[X Link](https://x.com/dmuthuk/status/2021065028166664454)  2026-02-10T03:33Z 572.8K followers, 144.8K engagements


"Industries Minister of Tamil Nadu said this today (edited excerpts): In [----] Tamil Nadu was exporting USD [----] billion worth of electronics from its shores. In [----] we hit USD [-----] billion. We expect Tamil Nadu to be the top state in electronics exports from India. I must thank the Govt of India for the PLI schemes. We have received 69% of the jobs. We are proactively working with the Government of India leveraging their schemes and adding value through state-level schemes.I want to ensure that the whole supply chain is anchored in Tamil Nadu for India and the Global South. Countries like"  
[X Link](https://x.com/dmuthuk/status/2021126709358272832)  2026-02-10T07:38Z 572.8K followers, 41.7K engagements


"How AI has been assisting me I don't think any stock advisory firm can do that"  
[X Link](https://x.com/dmuthuk/status/2021396936935473601)  2026-02-11T01:32Z 572.8K followers, 64.8K engagements


"No. Once upon a time I used to tag from Prime Minister to all other authorities. Stopped that for last [--] years. Don't ask me how or why. Collective opinion of many selected people do reach policy makers automatically. No need to tag anyone. @dmuthuk Why dont you tag the concerned minister Scared @dmuthuk Why dont you tag the concerned minister Scared"  
[X Link](https://x.com/dmuthuk/status/2021446393920094417)  2026-02-11T04:49Z 572.8K followers, 11.9K engagements


"Always look at PEG when you analyse PE. PE in isolation conveys nothing. A [--] PE can be expensive if PEG is [--]. A [--] PE can be cheap if PEG is [----]. The crux is PE multiples should always be seen along with potential earnings growth"  
[X Link](https://x.com/dmuthuk/status/2022264291781677398)  2026-02-13T10:59Z 572.8K followers, 67.3K engagements


"Excellent perspective. Please do read. WARNING Massive AI hype being built in a sudden burst (and most of it fake) 1) A scary article: I was surprised to read a long article on Twitter (X) claiming it's just 6-12 months before a Covid-like event changes this world. It claims this will be the AI-event where most WARNING Massive AI hype being built in a sudden burst (and most of it fake) 1) A scary article: I was surprised to read a long article on Twitter (X) claiming it's just 6-12 months before a Covid-like event changes this world. It claims this will be the AI-event where most"  
[X Link](https://x.com/dmuthuk/status/2022518450649002428)  2026-02-14T03:49Z 572.8K followers, 152.1K engagements


""We dont have pre-set rules. Everybody says Well why dont you just set a rule There are things called stop-loss orders. You buy something it goes down [--] percent and you sell it very time. There is no rule that will ever work in every case. You have a rule that if it goes down [--] percent youre out. If its [--] and you sell it might go up [---] or if it goes down [--] and you dont sell it might never go up again. There cant be a rule that always works. Just before the publication of my other book I had lunch with Charlie Munger and at the end of the lunch when I got up to go he said Now just"  
[X Link](https://x.com/dmuthuk/status/2022564788073828684)  2026-02-14T06:53Z 572.8K followers, [----] engagements


"RBI's move to regulate leverage is good. But good things can also have unintended consequences. Market is already panicking due to AI. Increase in STT recently would have negative impact on liquidity. Regulation of leverage by RBI further impacts liquidity. A panicking market with liquidity bring drained is not a great combination for bulls. If bull markets has to start the walls of worries it has to cross now is immense"  
[X Link](https://x.com/dmuthuk/status/2022662942882484540)  2026-02-14T13:23Z 572.8K followers, 42.5K engagements


"Read Whiteoak Capital Mutual Fund's latest note on gold and silver. Very insightful"  
[X Link](https://x.com/dmuthuk/status/2016679663788339409)  2026-01-29T01:07Z 572.8K followers, 340.7K engagements


"No one in the government has any experience of ever selling a financial product. The domestic monthly SIP inflow is cited as panacea for all market problems. Speak to say mutual fund distributors. You would know how investors are getting nervous. How much SIP stoppage is increasing They're either seeing no returns or even negative returns. As negative returns keeps going up first they would stop SIPs. If it becomes significant they would redeem the fund to buy a land very near Chennai which would be [---] kilometers away from the city. Ultimately for vast majority of investors returns that too"  
[X Link](https://x.com/dmuthuk/status/2017933471851921907)  2026-02-01T12:10Z 572.8K followers, 95.5K engagements


""One of the most powerful advantages an investor can have is the willingness to be patient. Most opportunities to buy at truly attractive prices arise only infrequently. The market spends far more time being fairly priced or overpriced than it does being dramatically underpriced. Waiting for those rare periods of undervaluation requires the discipline to do nothing when nothing attractive is available. Many investors cannot tolerate inaction so they force trades or chase momentum. Patience in waiting for the right price is a competitive edge." - Howard Marks"  
[X Link](https://x.com/dmuthuk/status/2019295070412025923)  2026-02-05T06:20Z 572.8K followers, 14.3K engagements


"What this year's economic survey says about Tamil Nadu: [--]. Fastest growing State: 11.19% real growth [--]. Manufacturing surge: 14.74% (3 national average) [--]. Leads all States in [--] year manufacturing average growth at 9.38% [--]. Exports doubled to $52.07B Thanks: @UpdatesChennai https://twitter.com/i/web/status/2020381618720960612 https://twitter.com/i/web/status/2020381618720960612"  
[X Link](https://x.com/dmuthuk/status/2020381618720960612)  2026-02-08T06:18Z 572.8K followers, 41.1K engagements


"See for yourself. It is true that Modi is moving project meant for other states to Gujarat. What sin did Tamil Nadu or Telangana or Maharashtra do Why semiconductor projects meant for these states are moved to Gujarat Let Gujarat grow and prosper. But why at the cost of other states Congratulations to Gujarat This unit of Kaynes was announced to be setup in Telangana in October [----]. We had put in tenacious efforts to convince Kaynes to move from Karnataka to Telangana They wanted land allotted right next to Foxconn plant at Kongara Kalan close to https://t.co/GTF0NxzH4o Congratulations to"  
[X Link](https://x.com/dmuthuk/status/1830961222033854761)  2024-09-03T13:29Z 572.8K followers, 212.7K engagements


"Another district. Another growth story. Growth is spreading across Tamil Nadu. Story of Ambur in Tirupathur district"  
[X Link](https://x.com/dmuthuk/status/1835214603552199127)  2024-09-15T07:10Z 572.8K followers, 26.6K engagements


"Mix of everything. When luck favours and you get [--] baggers in very well known names like HDFC Bank Pidilite and so on - why wealth will not grow @dmuthuk Most of the wealth that u have It came from investing business or job @dmuthuk Most of the wealth that u have It came from investing business or job"  
[X Link](https://x.com/dmuthuk/status/2016912496381296660)  2026-01-29T16:33Z 572.8K followers, 14.7K engagements


""The best time to buy a stock is when the 'story' is still intact but the price has been hammered by the market. If a company is growing at [--] percent and the P/E has dropped from [--] down to [--] because of a general market decline that is an absolute gift. Thats your margin of safety. Youre getting the same growth at half the price. It doesnt happen often but when it does you should be prepared to act quickly because the market won't leave that kind of value on the table for long." - Peter Lynch https://twitter.com/i/web/status/2021039971105374233"  
[X Link](https://x.com/dmuthuk/status/2021039971105374233)  2026-02-10T01:54Z 572.8K followers, 44.1K engagements


"In the age of AI individuality and uniqueness going to matter a lot. I could see many tweets and articles are simply AI generated. Your audience don't need for you AI generated content. They can get it themselves. Authenticity is the real edge now"  
[X Link](https://x.com/dmuthuk/status/2021427205390348606)  2026-02-11T03:32Z 572.8K followers, [----] engagements


"Good that we've a trade deal with US. At the same time our exporters should reduce the US dependency and expand into other markets. US is a very unreliable trade partner. Though US trade deal is goodagreeing to completely stop importing oil from an evergreen friend like Russia was not a wise decision. Never forget friends who stood by you during tough times. https://twitter.com/i/web/status/2021428979140350203 https://twitter.com/i/web/status/2021428979140350203"  
[X Link](https://x.com/dmuthuk/status/2021428979140350203)  2026-02-11T03:39Z 572.8K followers, 25.1K engagements


"I talk with it in plain English. @dmuthuk Sir will you elaborate on the kind of prompts that you are using. I'm sure it will help your followers to learn how to use AI for anlaysis @dmuthuk Sir will you elaborate on the kind of prompts that you are using. I'm sure it will help your followers to learn how to use AI for anlaysis"  
[X Link](https://x.com/dmuthuk/status/2021483253182628218)  2026-02-11T07:15Z 572.8K followers, 10.2K engagements


"Is AI threat that real for these companies Can they not evolve Or is market overreacting And market is not differentiating between companies which would benefit from AI and companies which may be negatively impacted. Markets hate uncertainty. Who can provide certainty when future is this fluid Software Stocks - Pain Overnight (Again) Infosys ADR -10% Wipro ADR -4.6% Globant -11% EPAM -8.3% Cognizant -7% Accenture -3.66% #GIFTNIFTY #Nifty #BankNifty #WallStreet #India @CNBCTV18News Software Stocks - Pain Overnight (Again) Infosys ADR -10% Wipro ADR -4.6% Globant -11% EPAM -8.3% Cognizant -7%"  
[X Link](https://x.com/dmuthuk/status/2022123893365125508)  2026-02-13T01:41Z 572.8K followers, 43.4K engagements


"The progress AI has been making in the recent past has been huge. If you're using free AI you may not be able to see what a powerful force it has become. If you're using paid versions you would be dumbstruck how capable AI has become. This doesn't mean human beings have no future. Whenever there is uncertainty and future is fluid markets and people react in panic. I'm not pessimistic. AI is bringing huge change. No doubt about it. For many centuries tools have changed how humans live and made exponential progress possible. I think AI is no different. It may be the greatest tool invented so"  
[X Link](https://x.com/dmuthuk/status/2022132790737895711)  2026-02-13T02:16Z 572.8K followers, 36.3K engagements


"I use paid versions of both Grok and Gemini. Currently Gemini is miles and miles ahead of Grok. @dmuthuk Im evaluating AI tools for stock research. Between Gemini Advanced and Grok-2 do you find the paid versions significantly more reliable for complex data Free version always showing wrong PE n details. Would love your expert take on which is better for professional use. 🙏🏻 @dmuthuk Im evaluating AI tools for stock research. Between Gemini Advanced and Grok-2 do you find the paid versions significantly more reliable for complex data Free version always showing wrong PE n details. Would"  
[X Link](https://x.com/dmuthuk/status/2022300570896531619)  2026-02-13T13:23Z 572.8K followers, 22.7K engagements


"If you ask me the risk for software companies doesn't look threatening. Survival instinct would definitely make them evolve. The risk is for shareholders. What risk I'm talking about for shareholders Post Covid software companies got multiples as high as even [--] PE. I think now it is around [--] PE. When the future is not clear valuations compress. So don't know what is the bottom in terms of multiples. My view is markets may value software companies very cheaply till clarity emerges as to how they are evolving. I'm confident most of Indian software companies would be able to evolve"  
[X Link](https://x.com/dmuthuk/status/2022589259258155236)  2026-02-14T08:30Z 572.8K followers, 40.8K engagements


"If a novice like me can talk so much about AI - we should not underestimate people like Chandra and Nandan who have built multibillion dollar technology companies. Definitely they would have assembled best of the minds to adapt and evolve. They would have already started working. In such a big organizations results may take say couple of years to show. We may have been late to the party. But we have the ability to catch up fast"  
[X Link](https://x.com/dmuthuk/status/2022598751802789909)  2026-02-14T09:08Z 572.8K followers, 34.3K engagements


"Exited ITC long ago. Don't even own a single share. @dmuthuk I am sure ITC not the one as you said exited a year back. @dmuthuk I am sure ITC not the one as you said exited a year back"  
[X Link](https://x.com/dmuthuk/status/2020682219472433471)  2026-02-09T02:12Z 572.8K followers, 22.9K engagements


""The most reliable way to earn superior long term returns is to buy assets when they are priced to offer a substantial margin of safety. That means paying a price low enough relative to conservatively estimated intrinsic value that even if your estimate proves somewhat optimistic or events turn out worse than anticipated the investment can still produce acceptable results. The margin of safety is not about eliminating risk. Risk can never be eliminated but about controlling it. By insisting on a meaningful discount to value you position yourself to benefit from positive surprises while"  
[X Link](https://x.com/dmuthuk/status/2016672296459710668)  2026-01-29T00:38Z 572.8K followers, [----] engagements


"Mars is being given up. Elon has accepted the reality. Again a city on moon is crappish. He always keeps an impossible goal not to work towards it but to maintain a larger than life image among his cultish followers. He has achieved hell a lot in life. But lot of things he talk are either crap or fantasies. For those unaware SpaceX has already shifted focus to building a self-growing city on the Moon as we can potentially achieve that in less than [--] years whereas Mars would take 20+ years. The mission of SpaceX remains the same: extend consciousness and life as we know it to For those"  
[X Link](https://x.com/dmuthuk/status/2020840441491689757)  2026-02-09T12:41Z 572.8K followers, 210.7K engagements


"A friend shared this video. I'm no defence expert. But this video makes sense. This video answers what if Pakistan launches a nuclear attack on India"  
[X Link](https://x.com/anyuser/status/1920845421594743096)  2025-05-09T14:16Z 572.8K followers, 1.4M engagements


"All WhatsApp group trending is: Friday the 13th"  
[X Link](https://x.com/dmuthuk/status/2022171207232299401)  2026-02-13T04:49Z 572.8K followers, 54.5K engagements


"Gemini AI. @dmuthuk Which paid AI tool you recommend paying for @dmuthuk Which paid AI tool you recommend paying for"  
[X Link](https://x.com/dmuthuk/status/2022172375635329194)  2026-02-13T04:53Z 572.8K followers, 17.3K engagements


"From Gemini AI: The market is butchering software today because 90% of companies are "legacy." They are the "horse and buggy" in a car world. Market is not differentiating companies which are building the car engines. Once market realizes not all companies are same expect clear differentiation"  
[X Link](https://x.com/dmuthuk/status/2022297611743772981)  2026-02-13T13:11Z 572.8K followers, 50.5K engagements


"Happy Maha Shivratri. Om Namah Shivaya. To me and millions of others Mount Arunachala is Lord Shiva. Ramana Maharshi has said that other holy places such as Kailash Varanasi and Rishikesh are sacred because they are the abodes of Lord Shiva whereas Arunachala is Lord Shiva himself. Since the mount itself is Shiva it is revered as the largest Shiva Linga in the world. There was a period in my life when I used to visit Mount Arunachala every single month. Blessed to do girivalam on Shivaratris too. That was around [--] years ago when there used to be only small number of visitors to both temple"  
[X Link](https://x.com/dmuthuk/status/2022794627213070841)  2026-02-14T22:06Z 572.8K followers, 31K engagements


""You dont need $10 million but cash in the bank will be the best friend youve ever had when stocks fall. If youre upset that your cash is earning a dismal interest rate right now youre doing it wrong. Cashs value isnt its ability to earn interest. Providing flexibility and options is how it earns its keep." - Charlie Munger"  
[X Link](https://x.com/dmuthuk/status/2022950496714055721)  2026-02-15T08:25Z 572.8K followers, 21.7K engagements

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