Ayush Agrawal
6.8K posts
Ayush Agrawal
@iMicrocap
Professional Shitposter | DMs Open to Everyone | No Collabs or Advisory | Voluntarily Surrendered my SEBI RA License
参加日 Aralık 2022
846 フォロー中30.6K フォロワー
Tier 1:
ONGC, Oil India
Tier 2:
DEE Dev, Ratnamani, Welspun Corp, EIL
Tier 3 tactical only:
CPCL, MRPL, Reliance O2C-related trades
Suresh K@SureshKBN
ok assume oil will be above 100 as base case , where do u see opportunity as an investor ?
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Any doctors or chemists based out of India in my followers list, please DM. Thanks.
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Ayush Agrawal がリツイート
Ayush Agrawal がリツイート
Sector which lead in the next bull run will be Hard Assets.
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Ayush Agrawal がリツイート
Yep, this is true.
Their currency has tanked since demonetisation because they’re unable to enchange fake indian currency for dollars and maintain balance of payments.
Ᏽ.@Lil_Gayu
In Dhurandhar, the Indian currency printing in Pakistan felt unnecessary at the time, but in Dhurandhar —The Revenge, with Notebandi scene, it finally makes sense. Similarly, the Modi ji scene seemed random earlier, but later the collapse of Pakistan due to the ban on Indian currency ties it all together perfectly. Peak detailing by Aaditya Dhar 😭🙏
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@Fallibilist A lot of Fitness Influencers and Diet companies will have to cancel FriYay Pizza Parties. CGG
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Semaglutide injections starting at 1300 rupees a month, we're gonna see crazy transformations on social media now lol
Bloomberg@business
Ozempic copies will cost as low as $14 in India as the era of generic GLP-1 begins bloomberg.com/news/articles/…
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Honestly tho, why aren't there enough people discussing Reliance much here?
- Decent valuation
- Demand high, refining margins great because exports and price shock is sticky
- Can get both Venezuela oil and Russia oil now
- Makes deal with Trump on US refinery (let's say just positive sentiment more than actual business for now)
- Keeps buying up oil on the ocean
- About to IPO Jio
Kshitij Malve@KshitijAMalve
@Fallibilist Only Mota Bhai can save us now
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When I was in active research a while ago, I spoke to a person who had just started out at his research desk. I liked his content a lot and wanted to actually bounce ideas off him, but over a 15 minute call was shocked when he told me he doesn't write any of his blogs and his wife writes all his content. Such are markets.
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Ayush Agrawal がリツイート
Because of such tweets and more such ones on bottom is now done / fully deployed, won't be surprised if picture abhi baaki hai and only one who is hurt is retail.
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