Sekhar @LearningEleven Twitter profile

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Sekhar

1 year

For the benefit of new friends who have connected with me here over the last few weeks, I do have a Telegram channel which is absolutely FREE where I post daily updates and brokerage reports. If the URL doesn't work, search for "Research Reports" on

Research Reports

t.me

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Sekhar

@LearningEleven

2 years

Jio Cinema offering an experience that no other channel was able to offer in the history of IPL!! Automatic pause with a caption "Something went wrong. Click to refresh" Am I the privileged one, or you are also experiencing such Technological brilliance!?

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Sekhar

@LearningEleven

2 years

The 2023 themes Motilal Oswal 2023 Picks Money Control Pro 2023 Picks Axis Securities 2023 Themes Citi 2023 themes Sharekhan 2023 Picks ICICI Direct: Techno-Funda Top Picks for 2023 Kotak 2023 themes 1/9

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Sekhar

@LearningEleven

2 years

Diwali Picks from All brokerages

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Sekhar

@LearningEleven

1 year

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Sekhar

@LearningEleven

1 year

Why Chemical stocks up today? 1. This is what Kotak said yesterday "In the chemical markets, prices of several basic chemicals have risen in recent weeks, amid rising crude prices and stimulus announcements in China, but concerns around overcapacity linger on." 2. Attached is

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Sekhar

@LearningEleven

4 months

BJP losing in Ayodhya is akin to Chandra Babu Naidu losing in Hyderabad after he developed it leaps and bounds back in 2004! Some times, parties just don't know "What voter wants"!

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@LearningEleven

1 year

Income tax data for FY 2022-23: Number of tax filers in each bracket Up to ₹5 lakh 465 Lakh ₹5 -₹10 lakh 110 Lakh ₹10 -₹20 lakh 45 lakh ₹20 -₹50 lakh 19 lakh ₹50L -₹1 crore 3.3 lakh ₹1 crore above 1.69 lakh ---------------- ---------

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Sekhar

@LearningEleven

1 year

I am honestly tired of this “I want everything from day 1” philosophy. When I am joining an offshore firm, I should be ready to work in shifts. Period. You don’t like Tech M or TCS or Infy, don’t even attend, study well and apply at Google or Amazon and make 4x. No one is

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Sekhar

@LearningEleven

13 days

Titan vs Senco vs Thangamayil vs Kalyan vs TBZ vs PNG

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Sekhar

@LearningEleven

1 year

List of recycling companies Ganesha Ecosphere: PET waste recycling Gravita: Lead, Aluminum & Plastic recycling Pondy Oxides: Lead Recycling Nile Limited: Lead recycling Eco Recycling: E-waste recycling Cerebra Integrated: E-waste recycling Antony Waste: Integrated waste

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Sekhar

@LearningEleven

1 year

Keep some cash handy...good doors may open up in next 4-6 weeks!

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Sekhar

@LearningEleven

2 years

List of recycling companies Ganesha Ecosphere: PET waste recycling Gravita: Lead, Aluminum & Plastic recycling Pondy Oxides: Lead Recycling Nile Limited: Lead recycling Eco Recycling: E-waste recycling Cerebra Integrated: E-waste recycling 1/2

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Sekhar

@LearningEleven

2 years

Hindenburg must have made a billion dollars with their short positions!

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Sekhar

@LearningEleven

8 months

TIA 20-20 IDEAS SUMMIT Session 1 - G Maran Govindasamy, Unifi - Eicher Motors 1. 17% our economy is exports, 83% is domestic 2. ⁠Upper mid population will be 44% by 2030 (from 21% in 2018) 3. Eicher has reinvented itself 4. 8-9 years of tailwinds are visible

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Sekhar

@LearningEleven

2 years

Since Amar-Akbar-Anthony are posting their 2023 picks, I also thought, I will draft few names. Here are my list of 20 names for 20 months. Some of these might peak well before 20 months in which case, exit should be considered! D: Hold almost all, these are not recommendations

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Sekhar

@LearningEleven

3 months

Data Centers - Listed stocks in the value chain. 📌Anant Raj (targeting 300MW capacity) 📌Techno Electric (setting up a 40MW data center in Chennai) 📌Cummins (diesel gensets, 6% of consolidated sales is Data Centers) 📌NetWeb (end-to-end high computing solutions) 📌AurionPro

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Sekhar

@LearningEleven

2 years

To me, it more and more feel likes Govt is focusing only on that 3-4% folks instead of getting others into the mix and spreading the taxes. It just doesn't make sense for "white" me to go thru the pinch when I earn, spend, invest, travel and even if just keep in bank, bloody, I

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Sekhar

@LearningEleven

11 months

A thread for Diwali Picks: If you come across any Diwali Picks, feel free to add to this thread for the benefit of everyone! 1. SBI Securities Diwali Picks 📌ICICI Bank CMP: ₹ 915 Target: ₹ 1,081 Upside: 18% 📌Maruti Suzuki CMP: ₹ 10,391 Target: ₹ 12,000 Upside: 15%

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Sekhar

@LearningEleven

2 years

This is how the global banking crisis may affect Indian software giants BFSI Revenue Contribution (As of Q3FY23) TCS — 31.5 percent Infosys — 29.3 percent Wipro — 34.9 percent HCL Tech — 19.9 percent Tech Mahindra — 15.9 percent LTIM — 37.4 percent Mphasis — 53.6 percent LTT —

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Sekhar

@LearningEleven

1 year

IAS Summit @ias_summit Session 1 - Arvind Kothari, Niveshaay - Key message, remove biases that low valuations are better or renewables is just a fancy story isn’t here to stay or digitals stories will replace everything etc. 1. Stocks that gave huge returns, usually, are under

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Sekhar

@LearningEleven

1 year

In a 'family next door' sort of a family, younger daughter who is no good at studies, drops out of engineering, falls in love with a guy and they both decide to run away and marry even though neither of them are earning. Elder daughter is working as a S/W engineer. One of the

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Sekhar

@LearningEleven

1 year

Some of the companies talking about strong growth over the next few years Onward Technologies - Revenue to be up by 70% by FY26 RACL Geartech - Revenue to double by FY26 Pricol - Revenue to double by FY26 Avalon - Revenue to double by FY26 Menon bearings - Revenue to double by

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Sekhar

@LearningEleven

1 year

Motilal Oswal ‘MANAGEMENT SAYS’ Polycab India - Big is gonna Bigger! Cable and Wire: Polycab is focusing on capturing the unorganized market in Wire segment (improve market share in Tier 3-5 cities). Wire’s total market size is INR200-230b, of which 30% is unorganized. Demand

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Sekhar

@LearningEleven

9 months

A Saturday morning flight from Hyderabad to Chennai for a mid February date is costing me 6300+ and that is before adding the per seat charges and all that extra post-covid invented nonsense! Lesser we talk about the hotel prices the better it is! One thing seems clear, even if

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Sekhar

@LearningEleven

1 year

Chemicals - Worst seems over, some green shoots visible Anupam Rasayan - SELL - 951 (TP) SRF - BUY - 2895 (TP) UPL - BUY - 1062 (TP) Aarti - BUY - 736 (TP) Atul Ltd. - BUY - 8147 (TP) PI Industries - BUY - 4245 (TP) Deepak Nitrite - BUY - 2236 (TP) Navin Fluorine - BUY - 5738

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Sekhar

@LearningEleven

29 days

Goldman Sachs Mutual Fund, White Oak Capital, Birla Mutual Fund, and SBI Mutual Fund are meeting a 1000cr market cap company. This is just a trailer! #SGRL

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Sekhar

@LearningEleven

2 months

Sholay: soja beta warna gabbar aa jaayega Middle class: mat kamao beta warna govt aa jaayega Year after Year, for the last 20-25 years, Governments are saying only one thing: Don’t work hard. Because, if you work hard, we will take away the fruits of your hard work and

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Sekhar

@LearningEleven

2 years

The top 15 Small Cap Funds (out of 28) in terms of returns in last 12 months! 1. Nippon India 2. SBI 3. IDBI 4. Canara Robeco 5. Union 6. Axis 7. Edelweiss 8. L&T Emerging Businesses 9. HDFC 10. Tata 11. UTI 12. ICICI Prudential 13. Bank of India 14. DSP 15. Quant 1/n

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Sekhar

@LearningEleven

2 years

Vertical breakdown of LTTS, Tata Elxsi and KPIT LTTS Transportation: 34% Telecom & Hi-Tech: 19% Industrial Products: 19% Plant Engineering: 16% Medical Devices; 10% Tata Elxsi Media & Comms: 42% Transportation: 41% Healthcare & Medical Devices: 16% KPIT Transportation - ~100%

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Sekhar

@LearningEleven

2 years

Small Cap Funds - Analysis and Insights of last one years' Performance Nifty Small Cap 100 index has given a return of -18% hence can't expect bumper results from any funds. Let's look at top performing funds, some duds, popular sectors and stocks PLUS some contra bets 1/n

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Sekhar

@LearningEleven

1 year

HDFC Bank @HDFC_Bank did it's technological marvels once again! Your Fastag recharging process is simply awesome. 1) Even after logging in, to recharge, I still need to enter my vehicle number and mobile number even though those are already available in the system 2) After

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Sekhar

@LearningEleven

11 months

Received many messages about my Diwali Picks. Let me say this. India will have a magnificent run in the coming years (it has already started). Not because we are anything special, but it's the law of universe and economy cycles. Each economy has its run. Japan had, China

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Sekhar

@LearningEleven

2 years

If your capital is > 5L, it is worth 1) To have subscription to good data provider such as Tijori or Screener etc. 2) To be part of learning network such as SOIC or Scientific Investing etc. That 4-5% expense = 25-30% extra benefits D: No personal interest, just sharing

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Sekhar

@LearningEleven

1 year

Day 2 IAS Summit @ias_summit Session 8 - Puneet Khurana, Stoic Investing - Insights, Evidences & Multibaggers 1. Number of companies that did 25% CAGR in a 5 year period in their trading history? Most of us would guess it would be a single digit or single number percentage,

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Sekhar

@LearningEleven

4 months

If MODI comes back, we should focus on TRUMP TRUMP - Telecom, Renewables, Urban Consumption, Manufacturing and Pharma Discussed at Hyderabad Investing Enthusiast meet today!

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Sekhar

@LearningEleven

1 year

Receiving many messages...Just trying to answer at once Fine Organics: No, I am not adding right now. Will wait Apcotex: No, I am not adding right now. Will wait SRF: Have some quantity and will continue to add via SIP Navin: Not adding any time soon. Too expensive for me GFL:

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Sekhar

@LearningEleven

2 years

Few stocks that I am SIPing! I do SIP in MFs because I believe the funds will do well over a few years. Likewise, I do SIPs in stocks as well when I believe they are 3-4 quarters away from a bounce back (sometimes, the bounce back period might take longer). 1/n

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Sekhar

@LearningEleven

6 months

INR 100/- on India’s energy transition capex includes: INR 41/- going into Solar INR 32/- going into Tranmission INR 11/- going into Wind INR 6/- going into Battery Storage INR 6/- going into Pumped Storage INR 4/- going into Electrolyser Now you figure out where you want to

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Sekhar

@LearningEleven

1 year

Genus and HPL are two best friends! No matter who wins the order, both celebrate with 5 star chocolate!

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Sekhar

@LearningEleven

2 years

Divis, Laurus & Deepak Nitrite, the fan favorites! I was invested in them before & are on my watchlist for a future opportunity I have compiled their valuations including Reverse DCF (Courtesy @Tijori1 ). You look at the valuations & be a judge yourself!

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Sekhar

@LearningEleven

2 years

I don't believe, Indian markets would go thru beyond 3-5% correction next week, but if they do, few companies worth studying if available at good levels: RHI Magnesita Tarsons Apcotex Rolex Rings Syngene Craftsman Automation Power Mech Projects Elecon Borosil La Opala Mitsu

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Sekhar

@LearningEleven

1 year

Motilal Oswal ‘MANAGEMENT SAYS’ Kaynes Technology India Massive Opportunities: Currently, India imports electronics worth INR2.14t. There is an import replacement opportunity for products worth ~INR1t, which offers a huge market for companies like Kaynes, which can scale

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Sekhar

@LearningEleven

9 months

If you have some spare time this weekend, study Jagsonpal Pharma, Bilcare and Thirumalai Chemicals. You know what you might like!

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Sekhar

@LearningEleven

6 months

An estimate says that by 2030, India’s water demand will exceed its supply by nearly 50%. On the top of it, India treats only 28% of the total sewage it generates per day from the urban centers. When we combine these data points, water treatment stocks run by good management

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Sekhar

@LearningEleven

8 months

Eight companies, worth a look, that are still at reasonable valuations in this heated market with potential growth stories still intact. 1. Bharat Bijlee 2. Monarch Networth Capital 3. International Combustion 4. Eimco Elecon 5. Roto Pumps 6. Time Technoplast 7. Ramky

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Sekhar

@LearningEleven

2 years

Sometime in last 8-12 months, Globus, Divis, Deepak Nitrite & Laurus used to be my top 4 allocations. For many months, my paper profit used to be so damn good that, I used to tell my wife "I think I have figured it out" Little did I know no one could! Thread coming soon!

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Sekhar

@LearningEleven

2 years

Investors Should Sell All Mid Caps In India, Says JPMorgan's Sanjay Mookim "When the RBI flows liquidity, mid caps do well, whereas when the RBI pulls back liquidity, mid caps start to underperform." Src: BQ Prime

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Sekhar

@LearningEleven

1 year

JM Financial on Chemicals : Slowdown is real! ▪ Navin Fluorine’s EBITDA likely to fall 22% sequentially ▪ SRF is likely to report 11% QoQ contraction in EBITDA ▪ Robust growth for PI ▪ Decent one for UPL ▪ Fine Organics’ EBITDA to fall by 13% sequentially ▪ Tatva’s EBITDA

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Sekhar

@LearningEleven

2 years

Profit booking is perhaps the most important skill in investing that unfortunately not many investors understand. Divis, Laurus Labs, Deepak Nitrite, Amines twins, IEX, IRCTC, Acrysil, Globus Spirits, Polyplex, Tata Elxsi and now Rajratan. Just a small list I am aware of!

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Sekhar

@LearningEleven

10 months

Few names worth studying if there is any correction in next couple of weeks 📌Divgi Torqtransfer (Looks expensive but a perfect proxy for M&M and Tata EVs) 📌Jindal Saw (Solid growth ahead for next couple of quarters) 📌Kilburn Engineering (Well diversified process equipment

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Sekhar

@LearningEleven

1 year

APL Apollo Tubes: Every time I read about it, I get into FOMO and for whatever reasons, I won't venture into it and by the time, I would have read the next report, it would gone up by 20% more! :-) What a company and what a promoter!

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Sekhar

@LearningEleven

2 years

If SBI small cap fund is an investor, then Quant small cap fund is like a trader!

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@LearningEleven

1 year

R R Kabel looks like a beautiful setup to screw the investors and MFs are lined up to buy. If they wanted to buy a W&C company, why not Polycab or KEI or Apar? Out of 1,964 crore raised, 1,784 crore goes into promoters pocket and 180 crore is for company. Only benefit I see out

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Sekhar

@LearningEleven

2 months

It’s because of idiots like these, governments are happily playing divide and conquer the voters. The moment you saying something against anyone (govt or opposition), the blind followers will jump in. I voted for BJP in center and voted for congress in the state but I am not

Passionate Indian

@Bharat_1samir

2 months

If so much pain, migrate to bangaladesh

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Sekhar

@LearningEleven

2 months

As the way, i heard in few circles, there is lot of cash waiting to be deployed on any DIP, hence, i don't know even if a dip comes, how long it may last. But a bull market correction is definitely overdue! For whatever it is worth, here are the names that I am tracking:

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Sekhar

@LearningEleven

1 year

Do you know which names repeat the most in Top 10 allocations of Top 10 funds (based last one year's performance)? Here you go! KEI - 5 (Sundaram, Edelweiss, Invesco India, HSBC & HDFC) Carborundum - 4 (HSBC, ITI, Nippon India & Franklin India) KPIT - 4 (Sundaram, HSBC, Nippon

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Sekhar

@LearningEleven

2 years

I am generally apolitical with tweets but when outsiders start attacks on my country in a Elections year. BBC Documentary and Hindenburg. Most of the average intelligent fellas knew that Adani stocks have less content and more hype. But the timing of this BBC & Hindenburg...!

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Sekhar

@LearningEleven

5 months

Siemens India Demerger - one of the silent beneficiaries is Bharat Bijlee!

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Sekhar

@LearningEleven

2 years

My son went to BLR for his undergrad & is coming home today for 1st break. Cant tell u the excitement in the house 4 last few days (just for 2 mths away) I can now understand what my parents wud have gone thru the yrs I lived in US. I am glad I didn't settle abroad.

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Sekhar

@LearningEleven

2 years

Defense Sector value chain Land industry based: BEML, Midhani, Ashok Leyland, Zen Tech etc. Naval industry based: Mazagaon, GRSE Aerospace based: HAL, Dynamatic Tech Armament & ammunition based: BDL Electronics, Communication & ICT based: BEL, Tata Advanced Systems

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Sekhar

@LearningEleven

2 years

Motilal Oswal on Chemical sector: A 20+ page report on T channel (please check pinned tweet)

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Sekhar

@LearningEleven

2 months

The first thought that crossed my mind was "Not again" and then the second thought was "You can't play the same card twice". But when you absorb this statement, these ba$tard$ are taunting India. They are essentially saying, "Hey India, we can screw your equity markets whenever

Hindenburg Research

@HindenburgRes

2 months

Something big soon India

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Sekhar

@LearningEleven

1 year

Agro Chemical companies and their Domestic revenue share Agrochem sector is currently in headwinds and based on the commentary from different companies, exports may still continue to face challenges for few more quarters whereas domestic ones may have a better chance to bounce

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Sekhar

@LearningEleven

9 months

Zen Technologies - TTM revenue of 304cr and mgmt says will be disappointed if they don't touch 5,000cr in next few years Gensol Engineering - FY23 revenue of 363cr and mgmt says revenue to touch Rs 4,000 crore by FY 2026 Interesting companies to watch out for!

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Sekhar

@LearningEleven

4 months

Data Centers non-IT cost break up and key beneficiaries Mechanical Equipment - 16% Electrical Equipment - 67% Constructions - 14% Land - 3% Cummins, Bharat Bijlee, ABB, Schneider Electric, Blue Star etc... Source and Credits: B&K Securities

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Sekhar

@LearningEleven

7 months

Another 2-3 days like this, many quality small cap names will get into shouldn’t miss levels!! Valuation comfort is just around the corner!

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Sekhar

@LearningEleven

2 years

India Divided Luxury car sellers Lambhorgini, Porsche, Mercedes-Benz and Lexus have all announced record sales for 2022. But Inner wear, QSR and some of the other retailers are challenged!

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Sekhar

@LearningEleven

3 years

Alufluoride has given it's highest ever quarterly sales in Q3FY22 Maybe this is the break-out qtr or maybe this is just a flash in the pan. It's a 250cr market (micro) cap co with low debt and high ceiling. Lets learn about it before we conclude one way or the other! 0/n

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Sekhar

@LearningEleven

1 year

Kotak Institutional Equities says SELL: Divis Labs, Timken, The Ramco Cements, G R Infraprojects and Siemens REDUCE: GAIL India, Container Corp., JSW Steel and Vinati Organics ADD: NTPC, United Spirits, PI Industries and Uno Minda BUY: Zomato, Punjab National Bank, Muthoot

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Sekhar

@LearningEleven

2 years

Small cap index admitted to ICU today. I don't mind paying the SIPs! Anyone here increasing the SIP frequency or amount? I have already made changes last week! If it breakdown, wont mind further increase!

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Sekhar

@LearningEleven

1 year

Thank you for joining me in my journey. I reiterate that will never do paid promotions will never share ideas for pump and dump will never post misguiding information (to the best of my knowledge)

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Sekhar

@LearningEleven

1 year

God has been kind. Sold a small bit of land bought in 2009, with 9X returns, earlier this week. Real Estate investments have their own set of challenges, but it makes you invest sizable amount (especially in Tier 1/2 towns) at one go and the returns also follow accordingly You

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@LearningEleven

20 days

Kaynes turning out to be another Varun Beverages for me. I keep thinking its expensive but it keeps going up!

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Sekhar

@LearningEleven

2 years

My additions today RACL (A) Daawat (A) Dodla (N) Delta Corp (N) Sudarshan (A) Sarthak Metals (N) Gujarat Themis (A) Data Patterns (A) HBL Power (A) A: Add N: New position D: I may exit anytime (for better opportunity) and may not remember to announce it on twitter.

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Sekhar

@LearningEleven

1 year

Avalon Technologies Concall notes - August 2023 ▪ Leading EMS, started 1997, 12 manufacturing units in India and US and two units in Chennai ▪ Offers services to Clean Energy, Industrials, Railways, Aerospace, EVs, Medical and Security Infrastructure ▪ Management

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@LearningEleven

1 year

Ashish Kacholia Ji's latest entry: Dhabriya Polywood Mukul Agrawal Ji and his firm already owns 10.47%! ▪ It manufactures PVC and UPVC based products. ▪ Decent growth rate ▪ Stable margins ▪ Very good cashflows Promoter sold 6.46% and AK bought 5.04% at Rs. 280.9/-

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@LearningEleven

5 months

Power Transmission and Distribution (T&D) - Capability mapping of various players ABB India, Siemens, Hitachi Energy, GE T&D, CG Power, Voltamp, TRIL, Atlanta, Transrail, Skipper, Techno electric, L&T, KEC and Kalpataru Projects Source: Motilal Oswal

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@LearningEleven

2 years

Likhitha Infrastructure: Ashish Kacholia bought 397,000 (2.0127%) shares at Rs 386/- Incidentally, it's also in "about-to-break" out zone!

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Sekhar

@LearningEleven

2 years

Asian Paints will be undertaking backward integration to manufacture Vinyl Acetate Ethylene Emulsion (VAE) & Vinyl Acetate Monomer (VAM) in India. Currently, India is fully dependent on imports for VAM & VAE. Manufacturing VAM & VAE in India will give the Co a competitive edge.

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@LearningEleven

1 year

Jio Financial: Money Control Bear, Base and Bull case scenarios

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@LearningEleven

9 months

Official confirmation on Polycab (Flagship company) IT Raids - This is a serious hit to the Corporate space...Cash is King! 📌Credible evidences recovered during the search have established that the flagship company has made unaccounted cash sales of around Rs. 1,000 crore which

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Sekhar

@LearningEleven

1 year

If you have entered the markets in last 2-3 years, unless you are born lucky, neither expect miraculous returns nor be blinded by flashy success/failures. It takes time. Be in the game and become the fame First bull market: Enters late, sees ~30% profits but they evaporate as

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@LearningEleven

1 year

Incred Equities ▪ Globus Spirits: 944 🔜3,014 ▪ Coastal Corp: 298 🔜 990 ▪ PI Industries: 3,691 🔜2,417 ▪ Clean Science: 1,404 🔜660 ▪ SRF: 2,311 🔜1,540 ▪ NCC: 154 🔜104

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Sekhar

@LearningEleven

5 months

HBL Power - Technically looking good and fundamentally long way to go. As a technofunda pick, I do see 40-50% upside in FY25 . Anything more is God’s gift!

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Sekhar

@LearningEleven

1 year

I have three stocks with huge upside potential, like and retweet to know more I will be sharing huge breakout stock by 6 pm or maybe by 6 am Unless we, the retail investors, stop opening such messages, we will never make money. So, if you are a recent joiner into the markets,

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@LearningEleven

2 years

TIA 20-20 IDEAS: As received from Friends 1. Narayana Hrudayalaya (G Maran) 2. Kaynes Technologies (Ravi Dharamshi) 3. AB Capital (Vikas Khemani) 4. Krsnaa diagnostics (Aditya Khemka) 5. UPL(Sanjeev Pandiya) 6. Usha Martin (Stalwart Advisors) 7. Redington India(Mehul Bhatt) 1/

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@LearningEleven

2 years

Ten reasons why I like Solar Industries As you might already know, Solar Industries is a leading manufacturer of bulk explosives, packaged explosives and initiating systems for mining, infrastructure and construction industries plus venturing into Aerospace 1/n

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Sekhar

@LearningEleven

2 months

Many quality names are felling abnormal heat!! SGRL, Roto Pumps, GPIL, Supreme Power and significantly fallen from their recent highs! It's actually easy to track known quality names in a bad quarter than trying to discovery brand new businesses! My taste buds will

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Sekhar

@LearningEleven

1 year

So per this logic, a doctor shouldn’t pray if his/her kid is sick for example, right!? A cricketer shouldn’t pray on the ground, a student shouldn’t silently pray in the exam hall!? You don’t like to pray, great, that’s your choice and I would respect it. But who the hell are

Gaurav Sabnis

@gauravsabnis

1 year

When I was a kid... Or even 34 years old...ISRO depended on physics not prayers. We Indians knew our ISRO scientists were scientists who did science. But this is #NewIndia

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Sekhar

@LearningEleven

2 years

While I am continuing my MF SIPs, additionally, have started SIP into HDFC Small Cap 250 ETF and Nifty Midcap 100 ETF. This experiment is to compare active vs. passive funds down the line three years from my own personal experience. Disc: Not a recommendation. I still believe,

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Sekhar

@LearningEleven

3 months

Maharaja on Netflix - one of the best movies of the recent years. Screenplay is top notch!

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Sekhar

@LearningEleven

1 year

If you missed out few themes (Railways or EMS or Smart Meters or financials etc...) in this cycle, don't chase them anymore unless there is valuation comfort. Better spend the energy on sectors with headwinds and 1) Identify businesses that are run by good mgmt and have

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Sekhar

@LearningEleven

2 years

LTTS's latest acquisition that has hurt the stock price today has just about 8-10% EBITDA margin but it could be a huge wildcard 3-5 years from now! If LTTS is an investor, SWC is like a nano cap stock. Could this SWC become a 20x multi-bagger in a few years!!? Let's see!

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Sekhar

@LearningEleven

2 years

Edelweiss Emerging Ideas conference - 55 ideas! 100+ page detailed report uploaded to Telegram channel Happy investing!

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Sekhar

@LearningEleven

1 year

Based on what I read in the last few days on Twitter, I should : 1. Sell my home and invest even though my family absolutely adores it 2. Move to a low cost town/village even though my office is in Hyderabad 3. Start measuring every aspect of my life in terms of hours and

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Sekhar

@LearningEleven

2 years

With Europe pretty much expected to be in recession, good to keep an eye on it's exposure. Here is the data that I made a note of, for the companies that were on my watchlist, a month or two ago. Note: Some of this may not be 100% accurate/latest but should give you rough idea.

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Sekhar

@LearningEleven

2 years

My quick and dirty check IDFC First - results looking good ICICI - Good but perhaps expected in some senses Kotak - looks impressive Ultratech - bad Meghmani - Bad-badder-baddest Yes Bank - poor Any different view points?

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Sekhar

@LearningEleven

8 months

Many faces, lovely friends, various perspectives & loads of information. Amongst all of that, if I were to choose three names that sounded interesting for further study, here you go; 1. Shilpa Medicare (Turnaround) 2. ⁠Sanghvi Movers (Tailwinds) 3. ⁠GPIL (Multi X opportunity)

Sekhar

@LearningEleven

8 months

TIA 20-20 IDEAS SUMMIT Session 1 - G Maran Govindasamy, Unifi - Eicher Motors 1. 17% our economy is exports, 83% is domestic 2. ⁠Upper mid population will be 44% by 2030 (from 21% in 2018) 3. Eicher has reinvented itself 4. 8-9 years of tailwinds are visible

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Sekhar

@LearningEleven

1 year

ICICI Direct @ICICI_Direct - Congratulations...So far i was thinking only HDFC is worst. But you are on par with those guys in frustrating customers! I logged in to my ICICI Direct today after many months, got reminder of adding nominee, entered thrice already and yet every

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Sekhar

@LearningEleven

6 months

Some of the names that are interesting to me as a long term investor (12 months plus), if available at these levels! HBL Power < 420 Shilchar < 3500 Goodluck < 850 Polycab < 4800 Neuland < 6000 Medi Assist < 470 Onward Tech < 420 Sri Vasavi < 100 Ducol < 90 Baharat Bijlee < 5500

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