@vipinku55455414 Could be @porinju rushing for the exit door.
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Deep Value Capital
1.2K posts
Deep Value Capital
@DVCapital
Ben Graham Disciple, fan of Tweedy Browne & Company, Inc. Romancing THE MOST hated Stocks. Mensch.(Caveat per my lawyer: Act on my tweets at your own risk !)
Planet Earth, Milky Way Beigetreten Temmuz 2013
375 Folgt4K Follower
@DVCapital Hello, we are not facing any such concerns. We request you to please help us with a real-time screen recording and your client code via DM so we can get it checked and help you. twitter.com/messages/compo…
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@kotakneo @Ashish1Nanda The “View All Reports” functionality is not working on the Neo App today.
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@DVCapital Hello, we have noted your feedback and we’ll evaluate it.
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@kotakneo Filters are not working when the Portfolio Tracker function is used via the Phone. Also, the Portfolio Tracker does not have Days PnL for the overall portfolio. @Ashish1Nanda : Not sure why the new feature was launched without having an option to view all holdings?
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@DVCapital Hello, we have noted your feedback and we will evaluate the same. Additionally, you may follow the path below to view your holdings in portfolio tracker:
Login to Neo >> Click on Profile >> Click on view all reports >> Click on the Portfolio tracker.
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@nrmangal @Maaachaaa69 Request for a report on the company is interesting, should be considered to be a sign of caution ⚠️
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@Maaachaaa69 I know the person who prepares number for the company. He was intact tried to convince me to write buy report on it😂
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#EFCIL Steller set of numbers , PAT doubling every yr
When margin improves stock set to give multibagger returns
Zafar Macha@Maaachaaa69
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Trump says the US will sign a "MAJOR TRADE DEAL WITH REPRESENTATIVES OF A BIG, AND HIGHLY RESPECTED, COUNTRY". This will be today at 7.30 pm IST. India is likely to be the Country being referred to given public statements from top officials like Treasury Secretary Bessent & Trump
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@kirandhanwada youtu.be/RCeWQHATWYU?si…
A very interesting discussion on the point of de-dollarisation.
YouTube
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Has any President tried to engineer a recession ever?I can't recollect. This is probably the first time someone is doing it willingly from a growth situation.
Mostly,it's me who is a frog in boiling water. I am unable to understand implications of this + de-dollarization threats
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I received reply from FM Nirmala ji on below post.
She send me this picture with a free popcorn packet! 👇
#stockmarketcrash #niftycrash #LTCG #stockmarketscrash #StockMarket
RS@WithRitesh
250,000 crore sold by FII’s. Mann lo, galti ho gayi bol ke, Madam ji. Please take the statement back! 🙌 #stockmarketsindia #NirmalaSitharaman #Budget2025
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@Maaachaaa69 Information is price sensitive, hence cannot be used to short before the announcement to the exchanges. Whats interesting is that shorting after the announcement is permissible. Those who shorted competitors stocks (by way of puts) at today’s open have made a fortune 🔮
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Ultra tech Cement guys must be well aware that news will effect share prices of existing Cable companies Does shorting them will come under SAST declaration ??
Jatin Khemani, CFA@Jatin_Khemani
Image 1 - Corporate Action Image 2 - Market Reaction I doubt conglomerates are being attracted to industries like Paints or Wires just because of their superior RoCE. Rather, what’s more attractive is probably how we, as market participants, are valuing these businesses - A generous 50-100 PE vs replacement cost metrics to the old economy / asset heavy businesses like cement / steel / power / oil & gas. The diversification makes it complex for investors, as many businesses cease to be pure play. Demergers could be far away or may not happen unless standalone metrics become attractive. In all this, the biggest winners are the distributors and the consumer. They get better terms & better products at lower prices.
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15/15 Basel III – Basel 3 is a significant regulation that governs what assets a bank can use for collateral. Cash, treasuries, and physical gold are the only assets considered Tier 1 capital valued at 100%, whereas everything else will take a haircut. I believe banks and the US government are trying to position themselves to implement this regulation by either closing out their paper-short positions and/or building a physical long position.
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13/15 China—China is preparing for higher gold prices. For years, China's central bank has been buying lots of gold. More recently, China created a gold accumulation program that allows citizens to open savings accounts they can convert to gold. Finally, in February 2025, China allowed insurance companies to buy gold. Gold is in the process of being institutionalized in China as an investment vehicle.
This has caused an arbitrage between the US and China where their prices are $30 higher. This arbitrage has been open for a while and is getting wider. Physical deliveries from the Shanghai Gold Exchange (SGE) to Chinese investors also hit records.
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@MotilalOswalLtd @MrMotilalOswal There’s no allegation. Just a simple question raised.
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@DVCapital @MrMotilalOswal are spreading misinformation about our company. (2/2)
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Please don't fall prey to rumours. We are a responsible organisation built over 38 years of solid track record in governance, ethical practices, regulatory compliances and customer centricity. Our Asset Management business is grateful to its 80 Lacs plus customers for reposing their trust. I am reminded of Warren Buffet's guru Benjamin Graham quote- " In the short run, the market is a voting machine but in the long run, it is a weighing machine"
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@PiyuduttaPiyu How is she eligible for the freebies? Under which government scheme?
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The L&T chairman said that free welfare scheme is making it difficult to hire labourers.
I caught up with a friend who works for one of the Big4, lives 3/4th of the year abroad due to projects and still enjoys receiving free rice, dal and ration. I asked her why? She countered- why not?
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Why would Budget2025 wait another week for introducing the New Income Tax Bill? Baffling delay. Rug pull coming for Capital Gains Taxation?
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@HindenburgRes Sad to see you go. The quality of your work was exceptional, unconventional and bold. You’ll be sorely missed.
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A Personal Note From Our Founder
hindenburgresearch.com/gratitude/
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@CalmInvestor Super useful Infograph. Would be interesting to add data from the GFC crash as well.
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Where’s the damage in Indian stocks? Comparing today vs. COVID lows.
X-axis: % drop from peak Y-axis: # of stocks
More bars on left = more stocks down big
vs 2020, fewer small/micro caps at extreme 70%+ drawdowns. Suggests selloff is broad but not (yet?) nowhere as severe.
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Here's the single reason why Apple CarPlay SUCKS and Android Auto is MILES AHEAD in terms of usability. There are lots of such annoyances throughout the UI. Who are these UX designers at Apple???
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America needs to be a destination for the world’s most elite talent. But the H-1B program isn’t the way to do that.
I’m going to stop posting for now, but let me know if there are any other visualizations that would be helpful.
If you made it this far, thanks for reading!
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EY also has the largest share of employers seeking visas for finance-related jobs, followed by investment banks Goldman Sachs, JP Morgan Chase, and Citibank.
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