Kaustubh @iKaustubhx Twitter profile

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Kaustubh

@iKaustubhx

4 months

Water Management has been a talk of the town lately. Is this the next big thing for India? Find out in the report below and feel free to share your thoughts! #WaterEPC #WTP #Desalination #Investing #SME

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Kaustubh

@iKaustubhx

2 months

With such an elaborate value chain, Data Center market has a lot of proxy plays. Here is a primer on the market along with some of the key players. #DataCenter #E2E #Netweb #AnantRaj #TechnoElectric

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Kaustubh

@iKaustubhx

3 months

With the current state of battery technology, BESS is at a nascent stage and offers a long runway for value creation. While the story offers a promising future, only time will tell how it plays out. #BESS #Battery #Lithiumion #WaareeTech #HBLPower

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Kaustubh

@iKaustubhx

13 days

India ranks 3rd in terms of amount of ewaste generated. However, only 1% of it is properly recycled. The below primer helps in understanding the opportunity. Given the limited pureplays, have tried to cover similar recycling businesses. #Recycling #EWaste #EPR #EcoReco #NileLtd

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Kaustubh

@iKaustubhx

5 months

@pritesh_kakani I live in a tier 1 city and could manage WAY comfortably in <50%. But to each his own. This just looks like a clickbait and way to get more reach. Stop spreading a wrong narrative and justifying your higher standard of living as a “need”

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Kaustubh

@iKaustubhx

4 months

Maritime sector is of crucial importance to modern societies but there is limited perception and appreciation of its influence and its role in socio-economic development. Here is a primer on the Maritime Market for you. #Maritime #Investing #SME #ABSMarine #SadhavShipping #SCI

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Kaustubh

@iKaustubhx

4 months

Since a lot of people wanted PDF version, I’m creating a public cloud folder. Please see this link for all reports that I have created so far.

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Kaustubh

@iKaustubhx

2 months

I’m told my reports are being circulated over X, WhatsApp etc. Honestly I’m fine with it. I only started doing it to improve my knowledge and wanted to spread it to network with people. Few handles like @inv_vin8 @SureshKBN came for support. Many more handles. Thanks everyone!

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Kaustubh

@iKaustubhx

2 months

Data center talks everywhere 🤔 Guess it’s time to dive in! Do share your top bets

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Kaustubh

@iKaustubhx

6 months

India has ambitious plans to reach 500 GW non-fossil energy capacity by 2030, with Solar being the biggest contributor. This opens up an immense potential for Solar module manufacturers and EPC Cos. Sharing my two cents on the this booming space. #Solar #Renewables #Investing

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Kaustubh

@iKaustubhx

4 months

Pls see sources below

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Kaustubh

@iKaustubhx

6 months

Old fleet, unskilled manpower, intense price wars, and domination by few large players but supported by Government to compete with international markets head on - This is the Dredging market! Are you tracking any companies here? #dredging #ports #sagarmala #India #investing

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Kaustubh

@iKaustubhx

2 months

Looking forward to Q1 ’25. Long way ahead!

Yash Vardhan

@Yaxhxvardhan

2 months

#ECORECO 🔥 Contributions to Ciritcal Mineral & EPR Support (Li-ion Battery recycling) Working with Big Corporates & Multinational Banks With New Capacity Operating expecting an excellent Q1 ‘25 and great future ahead 🔥 #EPR #Electronics

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Kaustubh

@iKaustubhx

3 months

@SureshKBN Next Waaree in the making. Superb management and execution 💯

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Kaustubh

@iKaustubhx

3 months

Information kept to yourself will only decay. Spread your knowledge, share your learnings and witness the exponential growth first hand #investing #stockmarkets #journal

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Kaustubh

@iKaustubhx

2 months

100% true

Psyche Wizard

@PsycheWizard

2 months

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Kaustubh

@iKaustubhx

3 months

Oriana progressively achieving better and better milestones. Kudos to the management and cheers to all the investors! #oriana #solar #SME

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Kaustubh

@iKaustubhx

4 months

@SureshKBN 🙏🏻 glad to be of help to the investor community. Hope I continue to meet the benchmark in the coming times Your remarks mean a lot! Thanks for the support

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Kaustubh

@iKaustubhx

3 months

@investor_sr33 Indeed! Recently covered maritime sector on my feed. Do take a look 😊

Kaustubh

@iKaustubhx

4 months

Maritime sector is of crucial importance to modern societies but there is limited perception and appreciation of its influence and its role in socio-economic development. Here is a primer on the Maritime Market for you. #Maritime #Investing #SME #ABSMarine #SadhavShipping #SCI

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Kaustubh

@iKaustubhx

3 months

A very detailed read on BESS

Tailwind_Trekker

@smesmartmoney

3 months

Energy Storage System #ESS / Battery Energy Storage System #BESS (1/n) The talk of the town currently in #Energy Sector A thread to uncover the uncharted territory of Energy Storage 🧵 P.S - Although many prestigious handles ( @ankitbahuguna84 @MunkThePunk @kush5211 @iKaustubhx

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Kaustubh

@iKaustubhx

2 months

@RishabhJai27752 @aditya_kondawar I don’t blame Aditya. It was already cropped out and being circulated. In the end he gave credit so all is good! But thanks for taking a stand!

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Kaustubh

@iKaustubhx

2 months

The woman who could not answer, on a public forum, how the existing tax rates were justified, has increased the taxes more. What explanation are you expecting? Better to focus energies on earning more

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Kaustubh

@iKaustubhx

27 days

@Yaxhxvardhan Badshah of ewaste recycling. This is a GEM not be missed 😉

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Kaustubh

@iKaustubhx

6 months

DM for the PDF version and the sources

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Kaustubh

@iKaustubhx

17 days

@Yaxhxvardhan Nice summary 👌🏻

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Kaustubh

@iKaustubhx

4 months

@manishlalwani9 @inv_vin8 @ask_sandesh @rohiitian Really good summary. Listed at a little high valuation imo but quite promising business. Let’s see how it pans out

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Kaustubh

@iKaustubhx

3 months

@dravnish2005 Many other companies, I prefer ones with low market cap

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Kaustubh

@iKaustubhx

3 months

Never trust anything at its face value. Do your research and arrive at a logical conclusion. Reassess your decision as new information comes to light. #investing #stockmarket #journal

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Kaustubh

@iKaustubhx

4 months

Always work by the first principle. Do not wait for someone to validate or negate your idea. The outcome is either you learn or earn but growth is inevitable! #investing #journal

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Kaustubh

@iKaustubhx

4 months

@LearningEleven Thanks Sekhar Ji. Glad you liked it. I’ll study these cos

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Kaustubh

@iKaustubhx

3 months

@SureshKBN @_Sandeep09 Some copy blatantly ignoring the rightful creator. I consider this as cost of sharing knowledge. Better to focus on gaining more knowledge first hand than trying to stop them. Little secret - you will never be able to stop them completely 😄

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Kaustubh

@iKaustubhx

3 months

@athena_ug Link in bio

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Kaustubh

@iKaustubhx

1 month

@academy_share Such is the beauty of investing! Opportunity costs keep getting high. But you should treat yourself from time to time for certain milestones that you achieve 😄

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Kaustubh

@iKaustubhx

13 days

@ItsRakesh69 Thanks. FY25 here. Almost always 1 yr fwd

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Kaustubh

@iKaustubhx

5 months

@_prashantnair Desalination costs twice as much as freshwater waste treatment. What are your thoughts on that? Why not focus on managing freshwater first since India has huge reservoirs but very less capacity to treat it

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Kaustubh

@iKaustubhx

5 months

@Value_Swing TTM P/E is a useless metric for high growth companies. That’s why the valuation of so many SMEs seems absurd. Calculate FY+1/+2 P/E and you’ll be surprised with most of them

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Kaustubh

@iKaustubhx

13 days

@manishlalwani9 Haha grateful 🙌🏻

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Kaustubh

@iKaustubhx

2 months

@kushalbhagia @kunalb11 @CRED_club A few yrs ago I tried to pay my bill thru Cred (it was close to the due date) in hopes of getting their rewards. The payment never went thru and I was informed a few days after. By then I was already charged all sorts of fees/interest by the bank. Have stopped using ever since

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Kaustubh

@iKaustubhx

2 months

@suru27 🤣 everyday observation

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Kaustubh

@iKaustubhx

4 months

A good read on one of the most important metric for an equity investor

Yash Vardhan

@Yaxhxvardhan

4 months

Return on Equity (ROE) measures the profitability of a company from the perspective of its shareholders. It represents the amount of profit generated for each rupee of shareholder equity.

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Kaustubh

@iKaustubhx

3 months

@FinFloww SpaceX ’23 cadence - 96. Meaning they are launching a vehicle every 4 days. This ‘train’ analogy is not really applicable anymore and can be replaced with ‘high speed metro’ Agnikul has done a phenomenal job but the future of small sat program in general looks bleak

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Kaustubh

@iKaustubhx

3 months

@SureshKBN Complete buyback while rare can happen too. Eg. reliance retail had buyback price 60-70% lower than GMP life high

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Kaustubh

@iKaustubhx

3 months

Mr Soorma Bhopali said it before it was cool. But no one will get his face tatted. Double standards 😭😆 #HawkTuah #IndianIdol

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Kaustubh

@iKaustubhx

5 months

@finshots EVs have not had traction in India due to 3 main reasons: 1. Range anxiety/Lack of charging stations 2. High upfront cost with not as much value + no legacy EV (All cars sold so far are based on their ICE counterparts) 3. Battery concerns like health/flammability

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