Gunavanth Vaid @GunavanthVaid Twitter profile

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Gunavanth Vaid

2 years

Just like an Entrepreneur, Investing is an isolated journey at the beginning, but you need to make sure you are not abandoned from rest of the world and caught in an echo chamber (far away from reality and caught in perception world)

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Gunavanth Vaid

@GunavanthVaid

3 years

Micro cap turning into a unicorn.. Salute to his determination

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Gunavanth Vaid

@GunavanthVaid

3 months

Many people are asking me about the current market conditions. Whether it's undervalued or overvalued? I don't have any answer to this question, as a lot depends on your time horizon of investments, but the below are my understanding and experiences that I thought should be

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Gunavanth Vaid

@GunavanthVaid

3 months

Most investors today will be dissapointed but we have to look at the silver lining. LTCG was imposed to 10% from NIL, Did it stop you from Investing, So an increase to 12.5% should also not bother you. Don’t focus too much on your tax expenses, anyway, that’s beyond your

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Gunavanth Vaid

@GunavanthVaid

1 year

Three interesting update i got yesterday... Met a New York based FII guy who runs a 8 Billion $ fund ..Indian exposure is just half a billion ( peak exposure was 3billion $) ..They want to invest aggressively in india....Now what suprised me was they wanted to invested in 20

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Gunavanth Vaid

@GunavanthVaid

2 years

On my first day of CA practice , my grandfather gave me one advice.. First 5 yrs you work , you wont get any meaningful remuneration. Next 5 yrs you work, you will get some remuneration.. The 3rd leg of your professional journey you will get rewarded whether you work or not

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Gunavanth Vaid

@GunavanthVaid

11 months

Had an opportunity to attend the wedding of my dear friend's Son in Gujarat. It Was an awesome experience. But the keeda of being a scuttlebutt Microcap Investor in me took me to visit nearby Industrial areas. Had a visit to half a dozen MSME UNLISTED companies ( 2 being part

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Gunavanth Vaid

@GunavanthVaid

10 months

My Best Ever New Year 🎁 GIFT🙏 02/01/2024 Every thing cannot be quantified in life or measured. Our Real satisfaction is not always in monetary terms, its in the intangibles you possess. The goodwill you built, the respect you earned, the lives you touched upon, and the

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Gunavanth Vaid

@GunavanthVaid

2 months

This company was less than 50cr mcap, 10-12 yrs back when everyone was talking negatively about it. Over the last 12 years, Promoter ultimately delivered with 42% PAT Cagr and not a single year of negative cash flow. Now we are seeing many reputed fund managers lining up to

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Gunavanth Vaid

@GunavanthVaid

1 year

Nifty Futures crossing 20k, many investors are confused what to do in this bull market. No body knows what can happen in short term but the trajectory is very clear over long term. So your worry is directly proportional to the time period of investment. First decide What You

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Gunavanth Vaid

@GunavanthVaid

2 years

Investing is a blessed profession. Being an investor i am travelling almost 20 days a month. This i am doing for last 7 years out of my passion for investing. Most of my visits are to non metro plants.

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Gunavanth Vaid

@GunavanthVaid

1 year

Around 2 yrs back, Oct 2021 Nifty was 18,400 currently at 19,435 & Nifty Micro Cap 250 currently 15,985(Not widely tracked index) was around 10740. A lot has changed between this period. Indian manufacturing tailwind has picked up significantly. GST collections have been

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Gunavanth Vaid

@GunavanthVaid

1 month

Honoured to be recognised by our respectful DRDO @drdo_india chairman, at Nibe Space Event. Proud to be supporting MSME which started small but now has big ambitions, to cater a wide spectrum of critical systems & components for the defence industry, which is truly inspiring &

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Gunavanth Vaid

@GunavanthVaid

4 months

Investors focusing too much on PE, have an inherent risk to miss the broader picture As I said earlier Investors turning bearish and Entrepreneurs being bullish is the best possible combo one can have for wealth creation. Disbelief/Skepticism amongst investors adds fuel to

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Gunavanth Vaid

@GunavanthVaid

3 months

Riding multibaggers is like running a marathon. In a short 100m sprint there will be many people cheering for you from start to end. But when you are running a 42 km marathon there comes a phase in between where you are completely lonely and devoid of any cheers and whistles.

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Gunavanth Vaid

@GunavanthVaid

8 months

My ongoing visit to European nation included visiting multiple factories & entrepreneurs. Some Key Pointers are as follows:- -Industrial slowdown and lack of fire to grow is clearly evident. Payment cycle is stretched, forcing them to slowdown fresh order intake, thereby

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Gunavanth Vaid

@GunavanthVaid

8 months

My 1st ever interview with @moneycontrolcom 🙏 #investing

Next HDFC Bank will be discovered by HNIs, not FIIs; SME platform the IPL of investing: Gunavanth...

India is in a sweet spot till 2030. In between, there will be ups and downs in the market, Gunavanth Vaid said

www.moneycontrol.com

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Gunavanth Vaid

@GunavanthVaid

8 months

Most of us invest in companies to create wealth...There are few investment which are made for reasons beyond money alone Raghuvamsi was one such investment. Today they have made all investors like us proud. The have build MADE In INDIA - True Jet engine. Salute to such

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Gunavanth Vaid

@GunavanthVaid

8 months

Whenever a sector goes through its worst cycle, many companies become bankrupt, the ones that survive the carnage can thrive along with newer players who bring innovation and disruption to existing incumbents. There is no problem in studying the past if you take references from

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Gunavanth Vaid

@GunavanthVaid

8 months

The biggest regret in life as a long term investor comes from short term thinking. There will be phases in life where you will be tempted to sell your biggest winners thinking they have ran too much. Selling a winner too early in its life span can be regret for many investors

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Gunavanth Vaid

@GunavanthVaid

11 months

Word Of Mouth referral is the biggest validation of your hard work, be it in any field. Keep yourself focussed with calm mind, have a pure heart free from pride and prejudices. Respect your elders, love the young, support the weak and motivate the strong. Respect is a form of

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Gunavanth Vaid

@GunavanthVaid

1 year

In an unprecedented and unexpected bull run backed by strong fundamentals, intermediate corrections are very much necessary. Markets will keep taking Pre Board and Board Exams regularly before giving us bonafide results. It is up to us to be well researched and thoroughly

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Gunavanth Vaid

@GunavanthVaid

10 months

By end of this CY 2023, Seven of my acquaintances have come close to becoming billionaires (In Rupee Terms). I am sure they will become billionaires (In $ terms) going forward. Interestingly all are first generation Investors and have quit( 6 out of the 7) their job to focus on

Gunavanth Vaid

@GunavanthVaid

3 years

Today as we speak there are very few equity investor who are millionaires & billionaires in India ($ terms). In few years from now you will see these numbers increasing multifold, try to be one among them. The opportunity before us is huge. Its upto us how we grab this. (1/2)

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Gunavanth Vaid

@GunavanthVaid

4 months

India is the sixteenth largest maritime country in the world, with a coastline of about 7,517 km. India has 13 major ports (7 on the eastern coast and 6 on the western coast) and 200 non major ports. Out of the 200 non major ports, 44 are functional and strategically located on

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Gunavanth Vaid

@GunavanthVaid

2 months

Post Covid we have seen the whole dynamics of business changing. Many young companies are getting huge opportunities due to several factors, most importantly China plus 1, Ukraine war, European crisis etc. A meaningful part of this opportunity has been rightly captured by

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Gunavanth Vaid

@GunavanthVaid

10 months

It is rare to generate multibagger from a company where it has answers to all our questions. Its always better if the answers gets discoverd gradually, than you finding them from the start. Near Perfection comes at a cost. Imperfections have no takers. As investor the journey

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Gunavanth Vaid

@GunavanthVaid

9 months

The major components of the economic reforms in India 1991 were Liberalization, Privatization, and Globalization. This trigger gave many veteran investors an opportunity to create massive wealth by investing. Similarly we are now seeing a manufacturing boom where India will not

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Gunavanth Vaid

@GunavanthVaid

8 months

Summary of Data Points during the course of my visit last week:- 🎯In last 10 yrs Small Pvt Sea Ports which were under 20 nos is now above 100 nos. 🎯 Niche component players in Ships Submarine and Weapon Warfare System should do very well 🎯Medical Equipment which was a big

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Gunavanth Vaid

@GunavanthVaid

1 year

Many investors are asking me why I invest mostly in MSME’s🤔 Because a satisfied Investment is better than a Successful Investment. Because Success is measured by others but satisfaction is measured by our Soul, Mind and Heart. Satisfaction lies in tapping into our own

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Gunavanth Vaid

@GunavanthVaid

3 months

Sustainability of Success depends on keeping EGO on check and remaining HUMBLE throughout your journey. If you want to GROW Before building your ECOSYSTEM, please rectify your EGOSYSTEM The Journey from Good to Great comes from being able to control your ego, to not letting

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Gunavanth Vaid

@GunavanthVaid

10 months

Had a spectacular three-day visit to the Western and central parts of India. Visited multiple companies (UNLISTED) in these tier 2-3 cities. One thing that was common in all these companies: was even though they were from non-metro (tier 2-3 cities), still they talked about

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Gunavanth Vaid

@GunavanthVaid

3 months

The only way to test your limit is keep pushing them. An average doer is far better than an exceptional thinker A bad plan that is well executed yields more results than a good plan that is poorly executed Most wealth creator entrepreneurs started from a humble background

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Gunavanth Vaid

@GunavanthVaid

1 year

The most 'Inactive Investors' this decade will make the maximum wealth. Inactive in the sense doesn't mean freezing to death by doing nothing. It means maintaining tranquility and not being affected by the cacaphony of the outer world. Those who have Self Believe Conviction and

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Gunavanth Vaid

@GunavanthVaid

8 months

One has to surrender to learn something and sacrifice to earn something If you want to earn real profit , you need to forego notional profits If you don't sacrifice for what you want What you want becomes the sacrifice🎯

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Gunavanth Vaid

@GunavanthVaid

4 months

Time has come where waste water will be soon called used water. Waste slug will be the new recycle theme .. RO water & other fancy terminology will be replaced ... natural water should see a strong comeback. Back to basics #water #

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Gunavanth Vaid

@GunavanthVaid

1 year

Met a government school dropout guy who spent his entire childhood in a chawl. His Parents made their lively hood being street side food vendor. He started his career as a junior clerk. In a span of 20 years today he runs a 300cr Top line company, giving direct employment to 160

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Gunavanth Vaid

@GunavanthVaid

1 year

Investors should build their portfolio keeping 10 years in mind and not for 2-3 years. India’s trajectory for next 10 years is pretty clear and I am not crystal gazing. If you are able to visit the companies on ground or at least interpret various management remarks in

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Gunavanth Vaid

@GunavanthVaid

2 years

Had an occasion to visit a E waste recycling facility ( unlisted space) based out western part of india. Huge Huge opportunity..Sector WILL be a huge wealth creator...Waste to wealth. No listed peer come to even 1% of the potential size of opportunity.

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Gunavanth Vaid

@GunavanthVaid

3 months

The PAIN of EUROPE will soon translate to GAIN for INDIA. The process has just started ..opportunity size will be beyond our imagination.. Smart entrepreneurs have started identifying this opportunity...buss abhi smart investors banna hai...

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Gunavanth Vaid

@GunavanthVaid

3 months

Taking Responsibilities ✅ Being Accountable✅ Accepting Ownership for your Mistakes✅ Rather than Blaming the whole World❌ Will Make You Unbeatable in Life💪 Learn and Unlearn to Learn Again✍️ Wisdom Comes to those who Unlearn more than they Learn 💭 True Wisdom is in

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Gunavanth Vaid

@GunavanthVaid

2 years

India Service sector economy changed for Ever @ 1991. India Manufacturing Sector has changed for ever @ 2020.. Remain bullish China / import substitute along with replacing china as a preferred export hub story will create enemorous wealth for all. Dont miss this ..

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Gunavanth Vaid

@GunavanthVaid

9 months

Borrowed Conviction is dangerous. But even more dangerous is to bet with borrowed capital. Till price goes North participants enjoy, but, Stock Market isn't Disneyland. My sincere request to Investors, even if you bet on someone else's conviction make sure to do a study on the

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Gunavanth Vaid

@GunavanthVaid

2 years

Next 5 years investors interest will be in NIFTY rather than on DOW.. its still not too late. Change your horses

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Gunavanth Vaid

@GunavanthVaid

4 months

There are no winners and losers in the long run. Only Survivors. Killing Instant Gratification in near term for long term rewards is an underrated quality to possess. Remind yourself about good times in bad days and bad times in good days. Nothing is permanent. There is only

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Gunavanth Vaid

@GunavanthVaid

10 months

If you don't have the stomach to digest short term price correction you dont deserve to be one among the many long term wealth creators. (fact) Long term Investors must keep an eagle eye view on everything but shouldn't act on all possible informations or situations. Delayed

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Gunavanth Vaid

@GunavanthVaid

1 month

At an event in Goa, was amazed to see the vibrancy of Entrepreneurs coming from Tier 2 and Tier 3 cities having big aspirations with limited resources. One of the MSME companies run by a young entrepreneur, from capital goods space is competing with top MNCs in its segment,

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Gunavanth Vaid

@GunavanthVaid

9 months

This decade RRR is a blockbuster not only in Reel but also in Real :- 𝕽 (𝕽𝖊𝖓𝖊𝖜𝖆𝖇𝖑𝖊𝖘) 𝕽 (𝕽𝖊𝖕𝖑𝖆𝖈𝖊𝖒𝖊𝖓𝖙) & 𝕽 (𝕽𝖊𝖈𝖞𝖈𝖑𝖊) - 𝕽𝕽𝕽* Sectors where the existing market gets replaced through better alternatives are the easiest investment bet because there

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Gunavanth Vaid

@GunavanthVaid

1 month

To counter the Chinese intervention in Surveillance Cameras, The government has amended the compulsory registration order for CCTV cameras sold in India to make testing of their 'essential security parameters' mandatory. Securing a CCTV (Closed-Circuit Television) system is

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Gunavanth Vaid

@GunavanthVaid

1 year

Many investors are worried about Nifty being at lifetime highs. They were also worried during March 2023 corrections. Both the time the stance is cautious. I wonder whether Investor community is ever relaxed, we are always worried and tensed. We forget to enjoy small moments that

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Gunavanth Vaid

@GunavanthVaid

2 months

Some Weekend Thoughts Often we get carried away by Data, Numbers & Statistics In the quest to get into too much certainty, we usually fail to capture the impact of human aspects...emotions, feelings, etc. In most of the young MSME companies, we fail to factor in the Vision &

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Gunavanth Vaid

@GunavanthVaid

10 months

In US when 11 year old student buys equity ...we react like "WOW" they are doing the right thing. The same if its done in INDIA we say its the end of the world..." Euphoria " ho raha hai.. It seems We are always very eager to call end of the world. Why do we think we Indians

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Gunavanth Vaid

@GunavanthVaid

2 months

🅆🄴🄴🄺🄴🄽🄳 🅃🄷🄾🅄🄶🄷🅃🅂 Business cycles have compressed. Earlier entrepreneurs used to take a much longer time frame to be termed billionaires. Nowadays the time taken to reach a billion-dollar market cap has shortened compared to the last decade. The major reasons that

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Gunavanth Vaid

@GunavanthVaid

8 months

The liquidity rush has breached all heights and has now reached the unlisted space. Though the scope to find hidden gems exists in unlisted space, it also comes with its own set of risks. Observing many crap companies trying to window dress and list in the exchanges.. One has to

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Gunavanth Vaid

@GunavanthVaid

1 year

Most successful promoter have a common trait🎯 They crack the success code outside their comfort zone. A commerce graduate runs a successful API/Agrochemical company. A person from finance background runs a top notch pharma company. The businesses they develop anf run

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Gunavanth Vaid

@GunavanthVaid

3 months

We may be Multi Talented We may be Ultra Efficient We may be Highly Skilled and Versatile But the actual blessings that multiplies our magnitude of success comes from Kindness and Empathy (What we do to help others) Good Things Come to Us only when we help others. Never look

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Gunavanth Vaid

@GunavanthVaid

3 years

INFOSYS Q4 : ATTRITION RATE AT 27.7 % Attrition at highest level. With Prices at metros becoming beyond common man's reach, suburb become an alternative. Similarly the only way for IT companies to solve this challenge is to invest on getting supply from Tier 2-4 cities (Bharat

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Gunavanth Vaid

@GunavanthVaid

1 year

2002-03 - Incredible India 🇮🇳 2022-25 - Inevitable India 🇮🇳 2025-30 - Unbeatable India 🇮🇳 India's time has arrived and there is no looking back from here🇮🇳 Presentation Photo Courtesy @chokhani_manish @TIA_Investors

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Gunavanth Vaid

@GunavanthVaid

3 months

Practice gratitude: Taking time to appreciate the good things in your life can have a profound impact on your happiness and well-being. Make it a habit to express gratitude for the people, things, and experiences in your life, big or small.

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Gunavanth Vaid

@GunavanthVaid

9 months

For investment " BAD TIMES are actually GOOD TIME".. Watch out for sector which underwent BAD Times...Your good times start from there.

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Gunavanth Vaid

@GunavanthVaid

4 months

The importance of Capital Allocation 💹 "Over time the skills with which an entrepreneur allocates capital has enormous impact on the enterprise value" - *Warren Buffett* Similarly over time, the skill with which an Investor allocates his capital has an enormous impact on his

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Gunavanth Vaid

@GunavanthVaid

2 years

Earlier Nariman point used to figure out the next multibagger, today investors from surat, rajkot, kochi, Jaipur , pune, nagpur & many such places are generating multibaggers..Just like RRR, Pushpa, KGF, Bahubali has replaced bollywood to a great extent for delivering megahits😅

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Gunavanth Vaid

@GunavanthVaid

3 months

Opportunity comes without giving you clarity or the reason

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Gunavanth Vaid

@GunavanthVaid

2 years

Key takeaways of my last 15 days of scuttlebutt across rural india.. 1) Over next 5 years , first generation entrepreneurs will outperform legacy entrepreneurs. 2) Tier 2-3 Co's will create more wealth than urban based Co's. 3) Sectors which where laggards will be outperformer

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Gunavanth Vaid

@GunavanthVaid

9 months

Coming from south india, i have seen massive following for NTR MGR the next big board room talk is EPR investors will soon realise how massive EPR as a theme will evolve.. Extended Producer Responsibility... Save mother earth asap...she will take care of our coming

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Gunavanth Vaid

@GunavanthVaid

29 days

Mandatory BIS certification is the most under discussed and under rated trigger that has the consequences to make or break any company. BIS certification refers to the process of obtaining a quality standard certificate from the Bureau of Indian Standards (BIS) for

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Gunavanth Vaid

@GunavanthVaid

1 year

India lags far behind China & US in the market cap league. This decade will unlock our potential Tencent has a market cap $404.22 Billion💰 Apple's current market cap at $3.018 Trillion💰 For Reference India's Market Cap is only at $3.33 Trillion (Approx) Our largest Company

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Gunavanth Vaid

@GunavanthVaid

1 year

During my past week of traveling across Southern part of India, I have noticed a consistent, but rather unique & unusual challenge like never before faced by the promoters, "an Overwhelming surge in orders". To the extent that a single order or inquiry surpasses the entirety of

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Gunavanth Vaid

@GunavanthVaid

2 years

Speaking to investors last few weeks i have realized that number of real LONG TERM INVESTORs are more are less the same as the number of TIGER left in INDIA..

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Gunavanth Vaid

@GunavanthVaid

1 year

𝐓𝐡𝐞 𝐆𝐢𝐠𝐚𝐧𝐭𝐢𝐜 𝐈𝐧𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧 𝐏𝐨𝐢𝐧𝐭 𝐈𝐧 𝐈𝐧𝐝𝐢𝐚 𝐌𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐒𝐞𝐜𝐭𝐨𝐫 Manufacturing tailwinds are super strong for Indian cos. This is not only limited to European, US & German MNCs. Even Chinese cos are forced to look for Indian

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Gunavanth Vaid

@GunavanthVaid

2 years

Thanks to all my Friends & Followers, for bearing me for 4 Hrs. I hope my experiences add value to you🙏🏻 Our Framework [̲̅P] - Promoter's Vision [̲̅U] - Under Researched Company [̲̅N] - Nascent Stage/New Business [̲̅Y] - Young In Market Cap [̲̅A] - Affordable In Valuations

Gunavanth Vaid

@GunavanthVaid

2 years

"Microcaps Investing is Not A Taboo"⌛ Everyone wants Multibagger but no one wants to get their hands dirty What it really takes to be an Investor In Microcaps. Will be sharing my Experiences and Learnings that i have accumulated over years 🙏🏻 Do join in tommmorrow at 8.30 pm

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Gunavanth Vaid

@GunavanthVaid

2 years

Covered more than 1000 km of Rural Gujarat & Maharashtra during the last 4 days. Visited multiple MSME companies across length & breadth of Western India. I realised the work culture and eco system is changing.

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Gunavanth Vaid

@GunavanthVaid

1 year

Some Key takeaways from last weeks scuttlebutt / plant visits ✅Air conditioners to see muted sales ✅ Agro Chemicals prices have seen sharp correction. Cos carrying high cost inventory would see another muted quarter. Things may normalize from Q2 ✅Pockets of MSME defense

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Gunavanth Vaid

@GunavanthVaid

1 year

S&P has come out with a report detailing benefits of India's inclusion in bond indices & terms it's highly likely⏳ You can't be closer to being World no 3 and still be out of the eco system. One should pre-empt this outcome. Just imagine the opportunity we have in hand once it

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Gunavanth Vaid

@GunavanthVaid

1 year

Investors often label a promoter as good/bad based upon the deliverance of financials which can depend upon many factors like macros, govt policies, supply demand dynamics etc. One has to understand a business goes through many ups and downs cycles over a period of time and a

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Gunavanth Vaid

@GunavanthVaid

1 year

If your conviction on promoter is strong, then be rest assured whatever the promoter does comes with lot of back hand calculation, backup plans and risk mitigation measures. That doesn’t protect him from all external shocks, but in majority cases a strong promoter knows how to

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Gunavanth Vaid

@GunavanthVaid

1 year

If you are constantly facing a new situation, it means you are living a life of growth and great possibilities!!! Enlarge your vision, Aim and Set targets Higher. Channelise your own Framework and Methodology. Rather than trying to reach your target too fast, Make your process

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Gunavanth Vaid

@GunavanthVaid

1 year

Was talking to one of my friend from the investment fraternity yesterday night on how marquee investors made their biggest wealth from just handful of stocks which they held for substantial period of time.. We both agreed this was the right approch " Identity great promoter's

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Gunavanth Vaid

@GunavanthVaid

1 year

Diverse Ground Report ⏳ As the bull market picks up pace, there are many companies trying to wash their hands in this flush of liquidity. There are few companies who are preponing their fund raise and there are equally good number of companies who are raising a small pre IPO

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Gunavanth Vaid

@GunavanthVaid

4 months

The more a person envies others, the less that person will accomplish for themselves Jealousy kills and Generosity builds♻️ #lifelessons #investment

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Gunavanth Vaid

@GunavanthVaid

3 years

1. A trader cannot go against the market but an investor can stand against the market. 2. Investors have time on their side whereas trader is busy in timing the market. This two things, going against the crowd and patience (time) creates wealth in market.

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Gunavanth Vaid

@GunavanthVaid

1 year

Who faces the disruption risk? Existing Players or New Players.. Lets see Whenever a new trend gets started multiple entrants get attracted, but only few make it to the end when there is consolidation later. This doesn’t mean the newbies don’t have a chance to thrive and evolve.

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Gunavanth Vaid

@GunavanthVaid

2 months

One more initiative. Anything and everything which can be reused have to be recycled. Waste won't go " WASTE"

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Gunavanth Vaid

@GunavanthVaid

3 years

Sharing my sure shot multibagger investment ideas on the auspicious occasion of Diwali: ~Give highest investment weightage to your parents and family.. ~Try to be helpful to your near n dear ones. ~Give back some portion of what you own to the society.

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Gunavanth Vaid

@GunavanthVaid

10 months

Markets are lived forward and understood backward 🙏 Investing for future under present circumstances bases upon past understanding wont help much. Use the past just for reference not for deriving conclusions⏳

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Gunavanth Vaid

@GunavanthVaid

8 months

Even before i good understand about Zero Carbon , i am hearing the new buzz " Zero Radio active source....RAS" Cement, mining, Dredging, Tunneling, etc process will transform . Save Mother earth....and bring efficiency too. Europe has started ,...India will not be far away..

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Gunavanth Vaid

@GunavanthVaid

2 years

Unprecedented order flows in small & micro cap stocks. never heard and may be will never hear again where companies bagging single order which are 2X - 40X of their last years topline ( both listed n unlisted space).yes you read it right 40X of its last year topline .

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Gunavanth Vaid

@GunavanthVaid

2 years

Visited a company based out of South India, catering to Railway sector. Earlier the products were 100% imported from Europe and South Asian countries from single vendor. Now there is genuine push for import substitution from local manufacturers.

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Gunavanth Vaid

@GunavanthVaid

2 years

There is a general consensus that india as an opportunity is not to be missed for the next 5 years. But at the same time we are not sure whether bottom is at 15k or 14k or below that. Just curious to know why would someone not invest now just because nifty might go down further

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Gunavanth Vaid

@GunavanthVaid

3 years

Karma plays it well. The amount TATA Group paid for Air india , public has returned by increasing the mcap of TATA group co

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Gunavanth Vaid

@GunavanthVaid

1 year

Today was discussing abt a stock with my friend. He asked " Why are you buying a stock at an Expensive Valuation after steep run up in last few days" My answer to him was...In Microcaps, investment is like watching an AEROPLANE. If you look with short distance it will look

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Gunavanth Vaid

@GunavanthVaid

1 year

One of the common feature one can see going forward is companies posting Quarterly results equivalent to Yearly Earnings. And going forward what they earn Quarterly now will be their monthly earnings. The tailwind is so strong that the possibility of achieving the same is very

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Gunavanth Vaid

@GunavanthVaid

1 year

What a brilliant set of nos in Q4. The story of Kingfa Science would be a change in perception by market participants from valuing it as a pure Auto Ancillary player to an electronics consumer B2B proxy play. From serving only auto industry to diversifying as a supplier of

Gunavanth Vaid

@GunavanthVaid

2 years

In investing there is no easy way to make money. If at all there is, it’s not repeatable. The ability to discipline yourself to delay gratification in the short term in order to enjoy greater rewards in the long term, is under rated.

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Gunavanth Vaid

@GunavanthVaid

2 years

Visited few TN based MSME companies ( unlisted) last 2 days. Few key takeaways. Covid -19 moved lot of manufacturing from china to india , Bangladesh, Taiwan etc. Last 2 years has been rocking for domestic manufacturers , capex uptick has been seen.

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Gunavanth Vaid

@GunavanthVaid

4 months

Like Recycling became a big theme to bank upon. Similarly Cities getting crowded and infra getting crumbled, Can open up big opportunities for SRA and Redevelopment works thereby giving Infra and It's Ancillaries a big push. Inadequate drainage infrastructure causing water

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Gunavanth Vaid

@GunavanthVaid

11 months

Read this morning that Indians have bought Gold assets worth close to INR 30,000 cr in a single day of Dhanteras.. I strongly believe this is more due to the TRUST factor " GOLD" has built over decades in our minds. Now just imagine the day when the same kind of TRUST " EQUITY"

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Gunavanth Vaid

@GunavanthVaid

11 months

First Covid and now again Chennai floods has made us realize, our wealth is truly worth only if we can use it at the most distressed times.. Jaan hai toh Jahan hai. Imagine You have all the luxury and amenities but still struggled for basic need & facilities during these

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Gunavanth Vaid

@GunavanthVaid

2 years

Attend AGM's during BEAR market and do maximum PLANT visits during BULL markets. Unfortunately most of us do the reverse

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Gunavanth Vaid

@GunavanthVaid

11 months

IPL as a platform gave a huge opportunity to players from all over India, to showcase their talent, and prove themselves at a larger stage. This resulted in rewarding us international players like Jasprit Bumrah, Hardik Pandya, Yashasvi Jaiswal, Rinku Singh etc. These players

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Gunavanth Vaid

@GunavanthVaid

1 year

Next 5-7 years we need to pick right set of stocks. Many good quality promoters will come. Problem of plenty will emerge..There will be time where you will need to bench players like Yuvraj Singh & Hardik pandya. Choose your Playing 11 wisely keeping team requirements and the

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Gunavanth Vaid

@GunavanthVaid

2 months

When the economy is on upswing companies with weak balance sheet but great products n spare capacity give us the highest delta. Last 3 years many such companies have been on the top of this wealth creation journey..many companies which where completely written off are leaders of

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