Dr Nikesh @nikeshyadva Twitter profile

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Dr Nikesh

21 days

ROCE, ROE, D/E (Simple explanation): Even your kids can understand this! Meet Ayaan, the Burger seller! 🍔 He launched his biz with 10L, his own money💰 10L is equity. To expand, he borrowed 5L for a new burger-making machine and shop. 15L is the total capital of his

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Dr Nikesh

@nikeshyadva

2 months

ROCE, ROE, D/E (Simple explanation): Even your kids can understand this! Meet Ayaan, the Burger seller! He launched his biz with 10L, his own money 10L is equity. To expand, he borrowed 5L for a new burger-making machine and shop. 15L is the total capital of his business

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Dr Nikesh

@nikeshyadva

6 months

Cheat Code for finding Mutlibagger Promoter holding > 50 Debt to equity < 1.5 P/E < 15 ROCE > 15 ROE > 15 ROIC > 15 OPM > 15 Last 3 Years Sales growth > 15 Coverage of Interest > 5 Ratio of Market Cap to Sales < 3 Bookmark this for future use.

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Dr Nikesh

@nikeshyadva

5 months

ROCE, ROE, D/E (Simple explanation): Even your kids can understand this! Meet Ayaan, the Burger seller! 🍔 He launched his biz with 10L, his own money💰 10L is equity. To expand, he borrowed 5L for a new burger-making machine and shop. 15L is the total capital of his

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Dr Nikesh

@nikeshyadva

4 months

Son of Bus Conductor, now billionaire running 20000 Cr Group, Started business at age of 18. No article on STAR Entrepreneur by main stream media, they are busy covering Paytm, Nykaa, Byju. (A thread 🧵)

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Dr Nikesh

@nikeshyadva

6 months

ROCE, ROE, D/E (Simple explanation): Even your kids can understand this! Meet Ayaan, the Burger seller! 🍔 He launched his biz with 10L, his own money💰 10L is equity. To expand, he borrowed 5L for a new burger-making machine and shop. 15L is the total capital of his

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Dr Nikesh

@nikeshyadva

5 months

Cheat Code for finding Mutlibagger: Promoter holding > 50 % Debt to equity < 1.5 P/E < 15 ROCE > 15 ROE > 15 ROIC > 15 OPM > 15% Last 3 Years Sales growth > 15% Coverage of Interest > 5 The ratio of Market Cap to Sales < 3 Please see below the stocks which have the above

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Dr Nikesh

@nikeshyadva

3 months

Son of Bus Conductor, now billionaire running 20000 Cr Group, Started business at the age of 18. No article on STAR Entrepreneur by main stream media, they are busy covering loss-making Ola, Paytm, Nykaa, Byju. (A thread 🧵) Don't forget wise words "Profit Badega toh Share

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Dr Nikesh

@nikeshyadva

4 months

4000 Cr Net worth, STAR Investor was Colleague of Rakesh Jhunjhunwala & Ardent follower of Warren Buffet. According to him, the most important factor to consider is the company's management, while investing. He is equally Passionate about wild photography. A thread on his life

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Dr Nikesh

@nikeshyadva

4 months

3 L invested in #AdvaitInfratech turned into 1.5 Crore in 3 years 3 L invested in #KPIGreen turned into 2.7 Crore in 3 years 3 L invested in #Nibe turned into 1.5 Crore in 3 years 3 L invested in #ShilcharTechnologies turned into 1.5 Crore in 3 years This is the power of

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Dr Nikesh

@nikeshyadva

5 months

3 L invested in #AdvaitInfratech turned into 1.5 Crore in 3 years 3 L invested in #KPIGreen turned into 2.7 Crore in 3 years 3 L invested in #Nibe turned into 1.5 Crore in 3 years 3 L invested in #ShilcharTechnologies turned into 1.5 Crore in 3 years This is the power of

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Dr Nikesh

@nikeshyadva

4 months

Red Flags in Financial Statements Warning signs in financial statements that every Investors must know! A thread 🧵 Please bookmark and retweet

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Dr Nikesh

@nikeshyadva

6 months

I am preparing a list of 5 low PE, high profit growth companies, some of which can be HUGE WEALTH CREATORS. Will be sharing the list tomorrow Research platform credits: People who are interested can Like & Retweet for maximum reach.🙌

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Dr Nikesh

@nikeshyadva

4 months

Why 21-24 Years old investors are successful in SME segment? Because they read & do research. This is new Indian Investor, they read, discuss and do good research. They will be very successful. They don't do FNO trading :D Sharing my favorite young investors whose research is

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Dr Nikesh

@nikeshyadva

4 months

ROCE, ROE, D/E (Simple explanation): Even your kids can understand this! A thread 🧵 Please bookmark and retweet Meet Shyam, the Ice Cream Maker! He launched his biz with 10L, his own money 10L is equity. To expand, he borrowed 5L for a new burger-making machine and shop.

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Dr Nikesh

@nikeshyadva

5 months

10 Low PE & High Growth Stocks in NDA 3.0 major focus sectors Get in-depth info about them using 14-day free trial of Sovrenn dot com 1. Avantel (Defence Tele Communication Equipment) 2. ABS Marine (Marine & Shipping) 2. Advait Infra (Green H2) 3. Bondada (Solar, Telecom & EV

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Dr Nikesh

@nikeshyadva

5 months

10 exceptional investors which every investor must follow and learn from: 1. Ashish Kacholia ( @LuckyInvest_ARK ) 2. Aditya Joshi ( @Aditya_joshi12 ) 3. ⁠Gunavanth Vaid ( @GunavanthVaid ) 4. Manickam Ravi ( @ManickamRavich1 ) 5. Mukul Agarwal ( @MukulAg77304674 ) 6. ⁠Ian Cassel

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Dr Nikesh

@nikeshyadva

5 months

Promoter Bough in Market Crash on 4th June 2024 (Highest to Lowest) In Crore Rupees

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Dr Nikesh

@nikeshyadva

4 months

Water Theme is a money spinner: Just see the growth of Va Tech Wabag Ltd I had this stock since 2022, But the small allocation. To make up, I have increased allocation in Teerth Gopicon Ltd 700 Cr company Teerth Gopicon Ltd has a 1400+ Cr order book 22 Cr deferred tax to be

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Dr Nikesh

@nikeshyadva

3 months

Is Shivalik Power Control set to become the next superstar in electric panels? A thread 🧵 Please bookmark and retweet :)

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Dr Nikesh

@nikeshyadva

1 month

Stocks available after Correction(Part 2) platform credit: 11. Shivalic Power Control Ltd. 12. Sunita Tools Ltd 3. Viviana Power Tech Ltd. 4. WS Industries (India) Ltd. 5. Yash Optics & Lens Ltd. 6. Deem Roll Tech Ltd. 7. GPT Infraprojects 8. Manoj

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Dr Nikesh

@nikeshyadva

4 months

Sharing undervalued Stocks from the recession-proof sector in India. Some of you already know the name of this sector. Let's discover 3 Stocks which could be multi bagger A thread 🧵 If you like this type of content, then Please bookmark and retweet :)

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Dr Nikesh

@nikeshyadva

8 months

Bullish on Logistics Sector: Logistics companies I am invested in. 1. #SJLogistics PE ~24 2. #Kaushalya Logistics PE 24 Massive Expansion 3. #Tara Chand Infra PE ~20 NSE main board listing soon 4. #AVG logistics in Cold Storage Large Capex The Government focuses on cutting

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Dr Nikesh

@nikeshyadva

4 months

I am preparing a list of 5 low PE, high profit growth companies, some of which can be HUGE WEALTH CREATORS. Will be sharing the list tomorrow Research platform credits: People who are interested can Like & Retweet for maximum reach.🙌 Please do check

Dr Nikesh

@nikeshyadva

5 months

10 Low PE & High Growth Stocks in NDA 3.0 major focus sectors Get in-depth info about them using 14-day free trial of Sovrenn dot com 1. Avantel (Defence Tele Communication Equipment) 2. ABS Marine (Marine & Shipping) 2. Advait Infra (Green H2) 3. Bondada (Solar, Telecom & EV

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Dr Nikesh

@nikeshyadva

5 months

Simple Explanation of Depreciation, EPS, Price to Earnings, Book Value, and Debt to Equity: Even Your Kids Can Understand This! Meet Ayaan, the Burger seller! 🍔 He launched his business with 10L of his own money. 💰 This 10L is equity. To expand, he borrowed 5L for a new

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Dr Nikesh

@nikeshyadva

6 months

I am preparing a list of 5 low PE, and where Promtoer Increased their shareholding, some of which can be HUGE WEALTH CREATORS. Will be sharing the list tomorrow Research platform credits: People who are interested can Like & Retweet for maximum reach.

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Dr Nikesh

@nikeshyadva

2 months

This Independence Day: Sharing Two Game Changers for making Your Investment Journey Successful! 1/2. Cheat code that can make you financially independent Searching for the perfect stock? Here are my criteria: Only 18 Stocks out of 6000 follow this criterion Promoter Holding

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Dr Nikesh

@nikeshyadva

4 months

Red Flags in Financial Statements! Warning signs in financial statements that every investor must know! A thread 🧵 Please bookmark and retweet

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Dr Nikesh

@nikeshyadva

1 month

Stock available after Correction Part-3 platform credit: Please like, Share & Bookmark Name % Remarks 1. Oriana Power -30% Fund Raise Good order book 2. KPI Energy -26% Order Book & Profit

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Dr Nikesh

@nikeshyadva

2 months

Electrolyzer Manufacturing Investment Oppurtunities: Only a Couple of listed players. 1. Advait Infratech 2. Oriana Power 3. Thermax Limited 4. Adani Enterprise Advait Infratech and Oriana Power < 5000K Cr MCap Small Cap stocks have multiple coverages at

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Dr Nikesh

@nikeshyadva

4 months

A simple explanation of Cash Flows of a company (Essential for investors) A thread 🧵 Please bookmark and Retweet :) Understanding cash flow terms helps investors see how well a business generates cash and manages its finances. A simple explanation of the

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Dr Nikesh

@nikeshyadva

14 days

Companies hiring aggressively: this data could be most useful to estimate upcoming business growth. platform credit: KPI Green Energy 39% increase in employee count from 233 in Apr to 324 in Aug 2024. Oriana Power 38% increase in employee count from

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Dr Nikesh

@nikeshyadva

5 months

So many stocks are falling in this correction and are reaching very attractive valuations Which are your top 3 picks which can give more than 100% returns in the next 3 months ?

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Dr Nikesh

@nikeshyadva

5 months

Essential skill for investing: Understanding of Cash Flows of a company Understanding cash flow terms helps investors see how well a business generates cash and manages its finances. A simple explanations of the following 1- Operating Cash Flow An essential #OCF 2- Investing

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Dr Nikesh

@nikeshyadva

4 months

5 Low PE stock where Promoter Increased their shareholding in Last few Months. It means promoter is bullish on the business. There are 61 such companies, Sharing 4 of which I am most convicted. Taking into account future growth prospects Research platform credits:

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Dr Nikesh

@nikeshyadva

17 days

Fundamental good stock available at good level 1. SJ Logistics (Below Pref) 2. Viviana (20% to Pref price) 3. Sunita (2 month of consolidation) 4. Trust Fintech (100% Guidance Available at 39 PE) 5. MRP Agro (Good results expectation based on capex) 6. GSM foil (Good results

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Dr Nikesh

@nikeshyadva

5 months

KPI Green: 1 Lac invested in #KPIGreen turned into 1 Crore in 3 Years Can it become 10X from here? Currently, it has, PE 67 | 50% Sales & PAT growth Order Book > 10000 Crore. A thread Please Bookmark and Retweet :)

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Dr Nikesh

@nikeshyadva

8 months

Finding one such multi-bagger = Achieving Financial Independence Assuming: Invested money = Amount of money required to cover your current yearly expenses Following are stocks that can become 20*x 1. #SJLogistics 2. #docmode 3. #koredigital 4. #BONDADA 5. #nirman 6.

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Dr Nikesh

@nikeshyadva

8 months

Bullish on Green Hydrogen: Companies in which I am invested 1. #advaitinfra 2. #inoxindia 3. #Gensol 4. #NTPC Rationale: Green Hydrogen is the "New Coal". Germany, Netherlands and Australia are building large-scale Hydrogen Projects #NTPC is building a massive Green

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Dr Nikesh

@nikeshyadva

6 months

Solar EPC Sector generated best returns in FY 2024 Because Solar EPC companies posted the best results in Fy24 A thread about all high-growth companies to look for in FY 2025. Future growth estimation based on their Order Book & management guidance. The top Solar EPC companies

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Dr Nikesh

@nikeshyadva

1 month

Stocks available after Correction platform credit: 1. AVG Logistics 2. Addictive Learning Technology 3. Advait Infratech 4. Annapurna Swadisht 5. Bright Outdoor Media 6. DMR hydroengineering 7. E Factor Experiences 8. Electronics Mart India 9. KPI Green

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Dr Nikesh

@nikeshyadva

1 month

Stocks available after Correction(Part 2) platform credit: 11. Shivalic Power Control Ltd. 12. Sunita Tools Ltd 3. Viviana Power Tech Ltd. 4. WS Industries (India) Ltd. 5. Yash Optics & Lens Ltd. 6. Deem Roll Tech Ltd. 7. GPT Infraprojects 8. Manoj

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Dr Nikesh

@nikeshyadva

1 month

Microcaps stocks which reported massive increases in assets. 1. Advait Infratech Ltd. Fixed Assets increased from INR 29 Cr in FY23 to INR 42 Cr in FY24, a 44.8% growth. 2. Nibe Ltd. Fixed Assets increased from INR 35 Cr in FY23 to INR 119 Cr in FY24, a 3.4x growth. 3. Urban

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Dr Nikesh

@nikeshyadva

6 months

5 low PE, High-Profit Growth Companies (As promised) All have Mcap <~ 10000 Cr & Non SME 1. Ceinsys Tech Ltd (PE 21 & PAT Growth 50%) 2. WS industries (PE 27.4 & PAT Growth 50%) 3. Maharashtra Seamless (PE 10 & PAT Growth 44%) 4. Jindal Saw (PE 13.1 & PAT Growth 250 %) 5. Balu

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Dr Nikesh

@nikeshyadva

29 days

5 stocks that received HUGE ORDERS in Sep-24 and had also posted GOOD / EXCELLENT results in last financial. 1. RBM Infracon ltd Order book = 23 times annual revenue Timeline = 15 years 2. Oriana Power Order book = 2 times annual revenue Timeline = Within 12 months 3. E

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Dr Nikesh

@nikeshyadva

1 month

Stocks available after Correction platform credit: 1. AVG Logistics 2. Addictive Learning Technology 3. Advait Infratech 4. Annapurna Swadisht 5. Bright Outdoor Media 6. DMR hydroengineering 7. E Factor Experiences 8. Electronics Mart India 9. KPI Green

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Dr Nikesh

@nikeshyadva

4 months

Discover! How a good understanding of the PE Ratio Can Boost Your Wealth! A thread 🧵 1/10 30 Days of Wealth Multiplier Concept Learning Series #1 Bookmark this thread for future use.

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Dr Nikesh

@nikeshyadva

17 days

Microcap is indeed a one-man show, but if the leader creates many more new leaders, this increases his/her ability to progress in many different areas simultaneously. Shivalik Power Control: Promoter awarding its employees I liked this. What do you think?

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Dr Nikesh

@nikeshyadva

5 months

Advait Infratech Ltd: Technofunda Stock for June Month (Huge Upside Potential) - Good Promoter holding (70%) - Recieved Green H2 PLI from government - Posted Excellent results - Sale growth (100%) Profit Growth (200%) - Large & Growing Order book - Ashish Kacholio took Pref at

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Dr Nikesh

@nikeshyadva

7 months

Bullish on Green Hydrogen: Companies in which I am invested and thesis for investment 1. #advaitinfra | Good growth, Novel technical expertise and great management | Promoter Share Holding 77 % 2. #inoxindia | Good growth Good Clients and Debt free | Promoter Holding 75% 3.

Dr Nikesh

@nikeshyadva

8 months

Bullish on Green Hydrogen: Companies in which I am invested 1. #advaitinfra 2. #inoxindia 3. #Gensol 4. #NTPC Rationale: Green Hydrogen is the "New Coal". Germany, Netherlands and Australia are building large-scale Hydrogen Projects #NTPC is building a massive Green

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Dr Nikesh

@nikeshyadva

5 months

5 Low PE stock where Promoter Increased their shareholding in Last few Months. It means promoter is bullish on the business. There are 61 such companies, Sharing 5 of which I am most convicted. Taking into account future growth prospects Research platform credits:

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Dr Nikesh

@nikeshyadva

5 months

In which sector & company you will be bullish for next 5 Years ? Please Write Sector & company name for you are SUPER bullish. Please Like & Retweet for maximum reach!

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Dr Nikesh

@nikeshyadva

4 months

SME Jewellery Company: Whose sales increased by 500% in 2 Years: Led by Young Dynamics Promoter Aditya Modak (CA, CS) PNGS Gargi Fashion Jewellery Ltd a Thread 🧵 Please bookmark and retweet :) Engaged in the retail business of costume and fashion jewelry under the brand name

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Dr Nikesh

@nikeshyadva

28 days

Stocks available after correction and having PE <20 Platform credit: Name MCap PE 1. Deem Roll Tech Ltd. 86 11 2. Cadsys (India) Ltd. 103

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Dr Nikesh

@nikeshyadva

5 months

A New Billionaire Formed In India in Green Energy: No Media house is discussing it. - Dr Faruk Gulam Patel is the Managing Director and founding promoter of the KP Group - KP Group has three publicly listed Renewable Energy Companies worth ~ 20000 cr combined. - His father

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Dr Nikesh

@nikeshyadva

3 months

Inspiring Story of Doctor who builds 5000 Cr Company: Son of a landless farmer in the village of Appanaickenpatti Pudur near Coimbatore, TN Must Read thread 🧵 Please bookmark and retweet :) Finding Multibagger People Series #1

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Dr Nikesh

@nikeshyadva

2 months

A simple explanation of Cash Flows of a company (Essential for investors) A thread 🧵 Please bookmark and Retweet :) Understanding cash flow terms helps investors see how well a business generates cash and manages its finances. A simple explanation of the

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Dr Nikesh

@nikeshyadva

3 months

Top 5 High Growth Companies with Excellent Results where FII is buying. These companies operate in 1. Green Energy 2. Railway 3. Automotive 4. Consumption (Beverage). @Aditya_joshi12 @SwaroopAkriti @MedhanshBairar2 @MohitKarode1 @InvestInMicro @Karanbd1 @Chart_Wallah108

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Dr Nikesh

@nikeshyadva

3 months

4000 Cr Net worth, STAR Investor was Colleague of Rakesh Jhunjhunwala & Ardent follower of Warren Buffet. According to him, the most important factor to consider is the company's management, while investing. He is equally passionate about wildlife photography. A thread on his

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Dr Nikesh

@nikeshyadva

4 months

Like Physics, INVESTING has its laws which need to be strictly followed. Something crazy can work for 1 day or 1 week, will not work for 1 Year of 10 Year, I am sharing 7 Laws if you follow, it will definitely make you money and accumulate good wealth in long run.

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Dr Nikesh

@nikeshyadva

4 months

Story of conviction and allocation 1. ABS Marine (Super High Conviction so Large allocation 2. Teerth Gopicon (Low Conviction so small allocation Teerth Gopicon turned out be quicket 2X in my portfolio ABS marine still at 50% up.

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Dr Nikesh

@nikeshyadva

4 months

Result Season: Track 3 Low PE & High Growth stocks Expecting good return from these 3 Stocks. A thread 🧵 Please bookmark and retweet :)

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Dr Nikesh

@nikeshyadva

5 months

Premier Roadlines Limited: Investor Presentation Summary (Must Read for #PRL Investors) A thread 🧵 (New SME | Excellent Q4 Result| Logistic Sector | #PE 18 Good Sales Growth & PAT Growth) •Premier Roadlines Ltd (est. in 2008), is an Isurface logistics service provider of dry

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Dr Nikesh

@nikeshyadva

2 months

4 High Growth 💹 smallcap companies operating in Electronic Manufacturing Space 1. Aimtron Electronics 2. Kaynes Technology 3. RIR Power Electronics 4. Virtuoso Optoelectronics Information credit: More details in thread 🧵 Please bookmark and

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Dr Nikesh

@nikeshyadva

3 months

3 Low PE < 30 Companies which gave breakout last week If you like this type of content 🧵 Please Bookmark and Retweet ;)

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Dr Nikesh

@nikeshyadva

4 months

PharmaMA Namita Thapar @namitathapar Will Get 293-Fold Return On Her Investment. She is set to earn approximately ₹ 127.87 cr from the company's upcoming IPO. Let's explore her journey in this thread 🧵 Please bookmark and retweet :)

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Dr Nikesh

@nikeshyadva

5 months

Cheat Code for finding Mutlibagger: Promoter holding > 50 % Debt to equity < 1.5 P/E < 15 ROCE > 15 ROE > 15 ROIC > 15 OPM > 15% Last 3 Years Sales growth > 15% Coverage of Interest > 5 The ratio of Market Cap to Sales < 3 Please see below the stocks which have the above

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Dr Nikesh

@nikeshyadva

2 months

Today 5 High Growth 📈 smallcap companies gave breakout today with huge volume. Sharing 3 from 1. PG Electroplast #PGElectroplast 2. Kaushalaya Logistics #KLL 3. Maxposure #Maxposure Information Credit: More details of above

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Dr Nikesh

@nikeshyadva

7 months

Three high growth businesses: 1. #GENSOL Gensol Engineering CMP -907 | Mcap 3400 cr| PE 63.7 SUPPORT- 760 📑 ORDERBOOK - 1800 CR ( not included Scorpius and EV leasing ) 2. #KPIGREEN Kpi Green CMP - 1599 | Mcap 9600 Cr | PE 64 SUPPORT - 1430 📑 ORDERBOOK - 615 MW (1 MW around

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Dr Nikesh

@nikeshyadva

8 months

Taking the opportunity of today's dip I have increased my position in the following stocks. 1. #TRL 2. #KPIGREEN 3. #KPEL 4. #sarteleventure Sar Televenture 5. #baluforge Balu Forge 6. #Cignititec 7. #Gensol (Obsession of buying Gensol can't control it) :D :D

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Dr Nikesh

@nikeshyadva

3 months

Can Forward PE calculation create wealth in the Market? A Thread🧵 Please Bookmark and Retweet

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Dr Nikesh

@nikeshyadva

6 months

DCG Wires & Cables: A newly listed SME available at forward PE of 16 1- DCG has weak listed due to crowded SME ipo week. 2- DCG IPO price was 100 and listed at 125 on April 16, Current Market Price is 89 which is below the IPO price. Does the DCG business have more to offer,

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Dr Nikesh

@nikeshyadva

1 month

Stocks with Good Order Book (Curated Info) platform credit: 1. Chavda Infra Orderbook = INR 1044 Cr, 4.3 times its Mar '24 sales 2. Bondada Engineering Orderbook = INR 3500 Cr, 4.4 times its Mar'24 sales 3. Genus Power Orderbook = INR 32,500 Cr, 24

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Dr Nikesh

@nikeshyadva

8 months

Bullish on the EV sector: EV companies I am invested in 1. #Gensol : India's first 2Door 3 Wheel Mass EV Car 2. #TataMotors : Largest EV player in India 3. #Olectra : 2nd Largest EV bus player of India 4. #Forcemotors : Only EV player in 14+ seater Vans (launch in this quarter)

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Dr Nikesh

@nikeshyadva

6 months

Simplifying SME Investing: Investing based on Management Revenue/PAT Guidance. Even kids can do it (Save & Share). If you are new to SME investing, simple steps to follow to know the current & future valuation of the company 1.) Try, to obtain, management guidance for

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Dr Nikesh

@nikeshyadva

2 months

Addictive Learning (Law Sikho): A Thread on EdTech Platform which Plans to Grow by 500% Ranked as #1 Legal Edtech platform In 2024 posted > 100% Sales Growth A thread 🧵 Please bookmark and retweet :)

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Dr Nikesh

@nikeshyadva

5 months

Top 6 Indicators of Your Company's Strong Performance: Even Kids can find companies that Posting Good Results. 1. Growing Profit after Tax (Year on Year) 2. Growing Sales (Year on Year) 3. Improving or Stable Operating Margins (Year on Year) 4. Increasing or Stable EPS 5.

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Dr Nikesh

@nikeshyadva

5 months

Congratulations @Aditya_joshi12 on reaching 100K followers on Twitter! You have taught investing to thousands of people. Your dedication to disciplined investing, and value investing, is truly inspiring. Your belief in SME/Microcap's potential to bring positive change to

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Dr Nikesh

@nikeshyadva

4 months

10 exceptional investors which every investor must follow and learn from: 1. Ashish Kacholia @LuckyInvest_ARK 2. Aditya Joshi @Aditya_joshi12 3. ⁠Gunavanth Vaid @GunavanthVaid 4. Manickam Ravi @ManickamRavich1 5. Mukul Agarwal @MukulAg77304674 6. ⁠Ian Cassel

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Dr Nikesh

@nikeshyadva

2 months

Asset base expansion: SME/Microcap companies undergoing massive asset expansion Platform Credit: 1. Chavda Infra Ltd. PE 23 97% growth in Assets YoY 2. Ice Make Refrigeration Ltd. PE 44 2X growth in Assets YoY 3. Qualitek Labs Ltd. PE 54 - 2X

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Dr Nikesh

@nikeshyadva

5 months

Techno Funda Stock #1 Gensol Engineering - Support price 890 - Upside potential 1330 (Previous 52 Week high) - Momentum after a long period of consolidation - Making Consecutive Higher High Promoter Bought 5 Cr (0.15%)worth of shares on Monday Gensol Engineering (3500 Cr Mcap):

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Dr Nikesh

@nikeshyadva

3 months

Harish Chari, a resident of Warangal, Telangana, has created a unique non-motorized treadmill using wood, revolutionizing home fitness. Chari, a carpenter by profession, says he got the idea for this treadmill after noticing a trend among urban residents to purchase expensive

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Dr Nikesh

@nikeshyadva

21 days

In 2024, Ayaan's Burger buisness raked in 8L in revenue! 🎉 After covering costs like ingredients, wages, and ads, he pocketed 2L. 📈 (Basically Revenue - All Business Expenses). That 2L? It's Ayaan's EBITDA, his earnings before interest, tax, depreciation, and amortization!

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Dr Nikesh

@nikeshyadva

3 months

3 L invested in #AdvaitInfratech turned into 2 Crore in 3 years 3 L invested in #KPIGreen turned into 2.7 Crore in 3 years 3 L invested in #Gensol turned into 1.6 Crore in 3 years 3 L invested in #ShilcharTechnologies turned into 1.5 Crore in 3 years This is the power of

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Dr Nikesh

@nikeshyadva

4 months

Thread: Myths vs. Facts of SME Investing! A thread 🧵 Please spread awareness about SMEs investing by bookmarking and retweeting :) If you are already a SMEs investor do share your views.

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Dr Nikesh

@nikeshyadva

2 months

In 2024, Ayaan's Burger buisness raked in 8L in revenue! After covering costs like ingredients, wages, and ads, he pocketed 2L. (Basically Revenue - All Business Expenses). That 2L? It's Ayaan's EBITDA, his earnings before interest, tax, depreciation, and amortization! EBITDA

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Dr Nikesh

@nikeshyadva

1 month

Sharing some most interesting updates in Microcaps Please like, share & bookmark this for backtesting. 1. Promoter of SJ Logistics infusing 40 Cr (Mcap 900cr) 2. Sunita tools aggressively acquiring aerospace company (Any breakthrough will put Sunita Tools in very exclusive

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Dr Nikesh

@nikeshyadva

2 months

Stock prices are slaves to corporate earnings. In microcaps and smallcapss there are many good stocks that are growing consistently. EXCELLENT RESULTS for the Jun-24 quarter. Now that the result season is over, let's revise which companies from which sectors posted great

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Dr Nikesh

@nikeshyadva

7 months

Bullish on Logistics Sector: Logistics companies I am invested in. Forward PEs and thesis for growth 1. #SJLogistics PE ~17 Only player in Large Size Project Cargo Shipments such as Big Towers for transmissions 2. #Kaushalya Logistics PE 18 Massive Expansion and recent

Dr Nikesh

@nikeshyadva

8 months

Bullish on Logistics Sector: Logistics companies I am invested in. 1. #SJLogistics PE ~24 2. #Kaushalya Logistics PE 24 Massive Expansion 3. #Tara Chand Infra PE ~20 NSE main board listing soon 4. #AVG logistics in Cold Storage Large Capex The Government focuses on cutting

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Dr Nikesh

@nikeshyadva

6 months

Met a guy today with a ₹50 lakh portfolio. Age: 21 Started investing right after passing the 12th class. Asset Allocation: Small Caps - 50% Mid Caps - 30% Large Caps - 20% Goal: To retire at the age of 45 with ₹17.61 Crores. (Assuming 16% CAGR) I asked him how he was able to

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Dr Nikesh

@nikeshyadva

7 months

Gensol Engineering: Technological Marvelous to likes of Tesla Motors. #Gensol Electric robotic manufacturing for its Electric Cars, Saving Costs, and faster production. 1-Just remember this is just a 3500 Cr Mcap company ($40 M valued company) that will be launching a

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Dr Nikesh

@nikeshyadva

1 month

Microcaps Companies which did acquisition/MOU recently (Any Such event could have huge impact on their future business prospects) 1. Sunita Tools (Business Takeover Agreement with Imperial Auto Crafts, a Precision Defence and Aerospace Machining company) 2. Nibe Ltd (Signed

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Dr Nikesh

@nikeshyadva

5 months

Good News for #Bondada & #KPI (KP Group Share holdeders) Dr Faruk Patel taking a 1.43 % Stake in #Bondada Dr Faruk Patel is the Owner of KP Group (20000 Cr Group) Which is also in a similar space. This will help Bondada to get major orders. Bondada Fy24 Sales growth 150 %

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Dr Nikesh

@nikeshyadva

8 months

What have you added today? I have added 1. #Gensol (My obsession) :D 2. #Sunitatool 3. #atmastco 4. A lot of #Exicom 5. #TataMotors

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Dr Nikesh

@nikeshyadva

4 months

Recent 2X for me and time taken. Wrote in the order of my conviction about future. Not a buy and sell recommendation. Please do write counter thesis let's have valuable discussion 1. SJ logistics ~150% (5 months) 2. MRP ~110% ( 4 Months) 3. Sunita Tools ~100% (3 Months) 4.

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Dr Nikesh

@nikeshyadva

8 months

According to this data: There is no bubble in Small-Cap and Mid-Cap Two years ago, the index PE of the Nifty Midcap 150 index stood at 26.83 with an EPS of 396. Today, the EPS has grown to 661, marking a 67% growth during this period, while the P/E has remained relatively

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Dr Nikesh

@nikeshyadva

5 months

Techno Funda Stock #1 Gensol Engineering - Support price 890 - Upside potential 1330 (Previous 52 Week high) - Momentum after a long period of consolidation - Making Consecutive Higher High Gensol Engineering (3500 Cr Mcap): Present in all areas of the Green energy Sector:

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Dr Nikesh

@nikeshyadva

8 months

■ Buy at Dips ■ Sell at High ■ Today is the "once in a Year" type of Sale • Stock bought today will be more likely to give a good return. • As many good stocks were available at 30 to 40% discount. That's a huge discount. ■ Which stock you think is at available at very

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