Voracious Reader

@narayananh Love it.

@voracious365 Thalipeeth :)

Apparently, Lord Krishna dances on top of Kalia with Dhurandhar music in the background 😂

@niraj_shah 95% hehe

Are you in the 5%? Or in the 95%? (Data courtesy - Abakkus)

@DealBeeOfficial Koi mazedaar loot deal batai

ASICS LOOT FLAT 70% OFF ajiio.in/S03Xu5q APPLY COUPON SUPERSAVINGS1 NOTE : AGAR ZERO PRODUCT SHOW HO TO LINK CHROME SAFARI ME OPEN KRNA

@DealBeeOfficial Out of stock ho gaya sab

High chances of cancellation but still worth trying. Grab it if you can...

@narayananh @ravihanda Apple TV

@ravihanda Thanks. Hearing about it for the first time. Where can one watch it?

Folks, give me TV show recos. I've finished watching the most obvious ones.

@reallysachin Amazing sir.

@voracious365 Yes, the position grew as it's 10x for me and I didn't trim.

Portfolio position % update: #HeroMotoCorp 9.47 #IDFCFIRST 6.98 #UnitedSpirits 7.78 #Birlasoft 4.84 #HCLTech 7.98 #Neuland 23.66 #Tejas 4.16 #ITC 5.54 #Redtape 4.72 #Ultrmarine 6.18 #IVP 3.54 #HDFCBANK 4.28 #SOLARA 6.63 #KOREDIGITAL 1.88 #ITCHOTELS 2.37 During the last quarter I added further in United Spirits, ITC, Redtape and Kore Digital. Not a financial advisor please do your due diligence #Investing

@MorpheusRes Not India market. Impact on Nasdaq only

After extensive research, we believe the evidence justifies a short position in shares of MakeMyTrip (NASDAQ:MMYT). Morpheus Research holds short positions in $MMYT. Full report and disclaimer available here. morpheus-research.com/makemytrip/

NEW REPORT: MakeMyTrip (NASDAQ: MMYT) MakeMyTrip – How India’s Largest Travel Platform Openly Defies Regulators, Scams Customers, And Pads Profits Through Accounting Tricks morpheus-research.com/makemytrip $MMYT (1/x)

@safiranand Next FY returns will.look good now

Had to be. We closed down and just post that global markets are all up and crude has also relatively cooled. Just the luck of our markets to be closed on Tuesday when bulls need some respite! 🫨🫨🫨🫨🫨

@pepsi Chole bhature

name a better combo than Pepsi + pizza. we’ll wait.

@ayushmarda07 @Research1008 Something happened in Onesource in last 1 hour

@voracious365 @Research1008 Most of the stocks have shown solid move today

Which GLP 1 Stocks are going to make maximum money ? A lot of generic drug formulators are entering the GLP-1 space, planning to launch cheaper versions of semaglutide. Companies like Sun Pharma, Natco Pharma, Zydus Lifesciences, and Dr. Reddy’s Laboratories are all part of this race. But here’s the key point: When multiple generic players enter, they compete on price and volumes. This leads to margin pressure, even though volumes grow. So the real money may not be made by the drug manufacturers. Instead, think in terms of proxies. As GLP-1 adoption increases, what becomes critical? Delivery devices (injector pens) Distribution networks That’s where companies like Shaily Engineering Plastics (injector pens) and Entero Healthcare Solutions (distribution) come into play. These players benefit from volume growth without direct pricing pressure. So as GLP-1 usage scales globally, revenues for such proxy players can increase steadily. I Had already covered complete value chain of glp 1 theme in bull bear club ( see first comment )

@Research1008 @ayushmarda07 What a move today in Onesource. Amazing.

@ayushmarda07 There is a one more player in Glp-1 anc. It’s onesource speciality it’s make vials in which you fill glp-1’s solution

@amitabhvatsya Agreed. Stupid move to backward integrate in pure commodities.

As per my reading #Waaree will be making HTAR solar glass, which was developed by Borosil Renewables 3 year back. It's classic case of customer doing backward integration when rasing funds are cheap still froth with project risk+ execution risk! But inmo they are quite late by 2-2.5 years out of remaining 5 year of ADD regime. So in all likely hood it is going to be a captive plant. By FY 27 closing the total demand is 55 GW of solar glass. Still 70% of solar glass is being imported, so it will be margin accretive but the damage to #borosilrenew is questionable !

@NaTaRajryzen88 @Tech_glareOffl One time use hai bhai. Too expensive

@Tech_glareOffl Bro 28 pcs just 235 coupon applied

Compressed Towel Tablets at Rs.199 amzn.to/41mQP1H

@DealBeeOfficial Bhai sahi hoga kya ye

Loot : Afghani Anjeer (1KG) at ₹389. amzn.to/47f1hvM Buy Max Quantity.

@Crazynaval @contrarianEPS He was right always.

@contrarianEPS ke AMA ka time aa gaya hai ;)

@EquityValueIn Dynamic Cables

What's an high conviction idea of yours that has corrected a lot in this market structure ? Do comment with small thesis !

@ABiggerSpalash The Wire is way better imo.

The Sopranos and The Wire were mentioned in the same breath for years as two of the greatest TV shows ever. The search interest data checks out too. Since COVID, The Sopranos has had an insane revival and has pulled way ahead of The Wire. Wonder what happened there

@AimInvestments Onesource

We are considering/in discussion to do Investor interaction with following companies. Epigral Shaily Eng Sky Gold Ceinsys Tech Pondy Oxide Artemis Hospital Manorama Industries Pls suggest names with whom you want to interact..