Ankit Agarwal

@itsnitinverma Salute 🫡

I am the only one who has correctly predicted almost every move of the Stock Market in last 2 years. You can ask grok to verify the same. Some examples - In March 2024, I predicted about correction coming from September/October 24 . It actually happened. It takes a lot of guts to predict about a correction 4 months before it actually happens and in raging bull market. In September 24, I posted I booked all profits and cash moved to Gold, Silver , other asset class. I gave Gold and Silver as Diwali picks in 2024 when everyone was giving stock names. What happened in Gold and Silver after that is known to all. Recent tale of timing market - Cautioned about sharper fall after 17300(#CNXSmallcap) - which came Then posted 'did some buying' around 16700-800 - #CNXSmallcap recovered 600 points after that Posted sold trading positions - market again fell after that Then posted topped up many holdings- 1000 points rally after that Then around 18000 posted -sold all trading positions and trimmed some holdings - Market fell exactly after that and still falling. Did 'Brace Yourself' post- market saw the carnage after that . Again did 'Brace Yourself' post at 17500 and #CNXSmallcap touched 14986 . Posted about support of #CNXSmallcap 14900 and decent bounce to 15900. Market reversed from 14986 and made high of 15980. I had given 3 scenarios of market bottom case in January . We are done with Scenario 1. Scenario 2 also is highly likely to happen. Check my timeline to find or ask grok for that specific post. Before you come trolling please read my previous posts. This may sound as self bragging post but sometimes it is good to flaunt it if you have it. #Investing #StockMarket

@EquityInsightss How to filter on some high dividend paying companies at decent valuations post correction?

Interesting to see how sharply valuations have de-rated in private banks, while PSU banks witnessed re-rating over the last few years. Nifty PSU Bank Price to Book - 1.4 5Y CAGR - 31% Nifty Private Bank Price to Book - 2.0 5Y CAGR - 7% Valuation gap between PSU banks and private banks is now among the lowest seen in many years. PSU banks reported record ROE & improving asset quality over the last few years. Along with market share gains, this triggered a meaningful valuation re-rating. Completely opposite to earlier cycles when PSU banks were ignored by most investors. Those who completely discarded PSU banks earlier have learnt a big lesson from this cycle.

@EquityInsightss Which one corrected the most among the high conviction ones?

In bull markets, you buy first and study later. In bear markets, you get a lot of time to study. I have begun revisiting conference calls across all companies I hold. It helps reinforce conviction during periods when price action is uninspiring. At the same time, the opportunity set is expanding. The watchlist is growing as more businesses enter the investable zone. The focus remains unchanged - ignore the noise, listen to management commentary, track execution, fundamentals, valuations & earnings visibility. The only problem currently is insufficient funds.

@EquityInsightss Good discussion

In this video, I discuss How deep the current correction really is Key data points showing where we are in the cycle Why survival & risk management matter in this phase Sharing my perspective ⏬

@itsnitinverma 14k loading?

Recently people were commenting under my post that 16k will not break in #CNXSmallcap . Today it got broken. Touched 15896 till yet. The levels that I have been giving will come. I am deploying some capital today.

@bookmyshow Very poor decision and strategy to release tickets now just before match starts

Limited tickets for the Final of the ICC Men’s T20 World Cup go live at 12 PM today. Set your reminder and book on BookMyShow.

@REDBOXINDIA Rain another 5-7% correction coming

RAIN INDUSTRIES: Q3 CONS NET PROFIT 135M RUPEES VS LOSS 1.6B (YOY) || Q3 REVENUE 43B RUPEES VS 36.8B (YOY) Q3 EBITDA 501M RUPEES VS 346M (YOY) || Q3 EBITDA MARGIN 11.65% VS 9.41% (YOY)

@stokkinvesting How about rudra gas?

There are quite a few stocks in Mid/smallcap space that have #Deepvalue which provide imited downside and hence great #Marginofsafety If those co's deliver on performance (growth + margins) then there can be significant upside that can make them #Multibagger Will try to cover one by one, and provide my views on them #Valueinvesting

@stokkinvesting Oh 😕

@AnkitDelft None of these are deep value.. including Indigo paints

Anyone buying any #Deepvalue stock with debt free BS, good #MOS and reasonable valuations ??

@nishkumar1977 Sirji, hopefully there is enough data for a chart on Fino Payments bank (FINOPB). I could not find it under the latest tab either.

@REDBOXINDIA Oouchhh

SUDARSHAN CHEMICAL INDUSTRIES LTD: Q3 CONS NET LOSS 1.15B RUPEES VS PROFIT 5M (YOY) || Q3 REVENUE 21B RUPEES VS 6.66B (YOY) Q3 EBITDA 380M RUPEES VS 790M (YOY) || Q3 EBITDA MARGIN 1.81% VS 11.85% (YOY)

@REDBOXINDIA 300 loading in hle glascoat

HLE GLASCOAT: Q3 CONS NET PROFIT 28M RUPEES VS 85M (YOY) || Q3 REVENUE 3.3B RUPEES VS 2.3B (YOY) Q3 EBITDA 211M RUPEES VS 256M (YOY) || Q3 EBITDA MARGIN 6.46% VS 11.1% (YOY)

@REDBOXINDIA happily eroding investors wealth

HAPPIEST MINDS: Q3 CONS NET PROFIT 403M RUPEES VS 540M (QOQ) || Q3 REVENUE 5.88B RUPEES VS 5.74B (QOQ) Q3 EBITDA 850M RUPEES VS 765M (QOQ) || Q3 EBITDA MARGIN 14.47% VS 13.33% (QOQ)