Unknown Investor ⚡

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Unknown Investor ⚡

Unknown Investor ⚡

@Dynamicinvstr

I Inhale Stocks & Exhale Mutual Funds for living . Stocks & Mutual Funds & Money 💰 & Finance

NSE Katılım Mart 2025
761 Takip Edilen3.3K Takipçiler
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Unknown Investor ⚡
Unknown Investor ⚡@Dynamicinvstr·
Hey Chandu . Let me give you some points here even I have invested in Tata small cap fund , not about Tata but take any active fund if you are ready for below points : 1. Ready to bear down cycles of the funds ( SBI& Tata & Quant & HSBC ) right now for 3,4 years who knows . 2. Ready to face front running issues ( Example quant ) and see the fund house is getting down in the rankings and returns getting vanished as investors will redeem units . Quant was darling in 2023 now people divorced it . 3. Be ready to compare for next 10 years .You just can’t say I don’t compare and will stick to my fund house 🏠. There are dozen and another dozen funds will come in future and it’s human nature to compare and get disappointed 4. Once you have serious plans in stock market 📈for example I have a plan to deploy 7 Digit number in small cap category so I prefer returns + clarity + mental peace ☮️. The whole point of investing in mutual funds is to do focus on job or business , I just can’t waste my energy and time comparing my active fund with other active funds after 3 years then shifting units paying taxes this is no for me So now you decide if you want to go with small cap active fund or index fund this is completely personal choice @vishan_29 @DhawalDoshi5 @shamikiscooking
chandhu@chandhu55693395

@Dynamicinvstr Doing sip in tata small cap since a year for long term 10+ yr, should i consider one more small cap fund bhandan small cap, or should i go for small cap index fund ( suggest a fund). age -26!

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Brew Markets
Brew Markets@brewmarkets·
Performance in 2026: Nvidia: -5.8% Apple: -8.8% Alphabet: -3.9% Microsoft: -20.7% Amazon: -10.4% Meta: -10.1% Tesla: -16.8%
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Unknown Investor ⚡
Unknown Investor ⚡@Dynamicinvstr·
@DhawalDoshi5 @shamikiscooking Don’t invest for 5 years which is 60 months consistently it’s a addiction you can’t come back , people say alcohol and drugs are addictive no it’s investing
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Unknown Investor ⚡ retweetledi
Shamik Patel
Shamik Patel@shamikiscooking·
People are okey with 25 years of EMI But they are not okey with even 5 years of SIP I've many childhood friends not doing any kind of investing neither ppf, mis, mf or stocks I've almost 15 close childhood friends and only 1 friend doing sips others are staying out of investment i dont know whats wrong with their psychology but the thing is investment is not necessary for them Their expenses are 75% of their salary looks like they are just living for today No future security is biggest red flag for any upcoming emergency Drop your views : @paresh_pisipati @DhawalDoshi5 @Dynamicinvstr @vini546 @vishan_29 @KrishAlpha7
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Unknown Investor ⚡
Unknown Investor ⚡@Dynamicinvstr·
@BaluGorade Gold has sentimental value , when you don’t sell something over a sentiment the chances of that product price increasing is high
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Balu Gorade
Balu Gorade@BaluGorade·
Our parents and grandparents never bought gold thinking about its price. But today, many equity investors look at gold with a price target in mind. For them, it was a safe haven. But for us, is it still a safe haven or just another trade?
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Unknown Investor ⚡
Unknown Investor ⚡@Dynamicinvstr·
@BaluGorade 15 years . BSNL ported to Jio . Before that used to switch every 6 months ( Nibba stage 😅)
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Balu Gorade
Balu Gorade@BaluGorade·
I have been using my mobile number for 15 years. Initially it was with Idea, later switched to Jio. What about you?
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Balu Gorade
Balu Gorade@BaluGorade·
Few brands I genuinely like for their quality: Skechers shoes are extremely comfortable, especially for daily wear. Clothing brands like Louis, Allen & Van offer great quality and fit. For electronics, Apple still stands out as the best. What would you add to this list?
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Unknown Investor ⚡
Unknown Investor ⚡@Dynamicinvstr·
Although I don’t like Coin App to do my mutual fund investments compared to Groww , I like this cool option of this graphs 📈 showing dots 🥎 of my investment levels On a 1 year basis . As per this chart 📈 I’m In a good level to add some . Fund : ICICI Focused Fund No Reco
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Vishan
Vishan@vishan_29·
Impact on India from Iran-Israel war • Every $1 bbl increase in crude increases deficit by 100 Bn • Sustained >$80 per bbl will lead to CPI > 4.5% • INR can depreciate beyond 95 🔴 Major impact is on LPG - India imports 67% of LPG required and 90% of it is through Strait of Hormuz. Source - DAM Capital Follow @vishan_29 for more updates.
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Unknown Investor ⚡
Unknown Investor ⚡@Dynamicinvstr·
@vishan_29 If crude oil goes to 200$ it will create huge burden on Indian budget ( spending huge money for a problem we haven’t created ) , no wonder people are selling stocks to have cash .
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Unknown Investor ⚡
Unknown Investor ⚡@Dynamicinvstr·
⚠️ Heavy redemptions can cause the NAV to drop significantly, even if the underlying stocks the fund manager selected are fundamentally fine and haven’t moved much (or even if the broader market is stable). This is a classic “forced selling” risk in active funds, especially in volatile segments like small-caps where liquidity is lower. Imagine a guy invested “8” digit number at the time of front running allegations it’s an emotional toll . Stick with reputable AMC or go with index . That’s my final verdict @vishan_29 @DhawalDoshi5
Unknown Investor ⚡@Dynamicinvstr

Hey Chandu . Let me give you some points here even I have invested in Tata small cap fund , not about Tata but take any active fund if you are ready for below points : 1. Ready to bear down cycles of the funds ( SBI& Tata & Quant & HSBC ) right now for 3,4 years who knows . 2. Ready to face front running issues ( Example quant ) and see the fund house is getting down in the rankings and returns getting vanished as investors will redeem units . Quant was darling in 2023 now people divorced it . 3. Be ready to compare for next 10 years .You just can’t say I don’t compare and will stick to my fund house 🏠. There are dozen and another dozen funds will come in future and it’s human nature to compare and get disappointed 4. Once you have serious plans in stock market 📈for example I have a plan to deploy 7 Digit number in small cap category so I prefer returns + clarity + mental peace ☮️. The whole point of investing in mutual funds is to do focus on job or business , I just can’t waste my energy and time comparing my active fund with other active funds after 3 years then shifting units paying taxes this is no for me So now you decide if you want to go with small cap active fund or index fund this is completely personal choice @vishan_29 @DhawalDoshi5 @shamikiscooking

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Unknown Investor ⚡
Unknown Investor ⚡@Dynamicinvstr·
Majority of my purchases are around 17K-19K, so averaging out now . Once market recovers all my active fund units will shift to this fund . Working 🧑‍🔧
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Unknown Investor ⚡
Unknown Investor ⚡@Dynamicinvstr·
Attend a పెళ్లిచూపులు , wedding looks today of a cousin , everybody said they don’t care about money but relations in hall of the home 🏠, went to a master bedroom where brides father is explaining how will he distribute money in phases ( SIP) to grooms family and grooms father is writing on a paper . This world is a drama 🎭 guys 😅 @vishan_29 @shamikiscooking @DhawalDoshi5
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Unknown Investor ⚡ retweetledi
Dhawal Doshi 🇮🇳
Dhawal Doshi 🇮🇳@DhawalDoshi5·
Aeroflex Industries - Key Insights (Bharat Connect 2026) Business Quality - Export Led => Strong presence in high-spec flow control (oil & gas, chemicals, semiconductors, data centers) => 75% export revenue → global demand-driven, not India cyclical => Recently entered into a new segment Secondary fluid network (skid assemblies) for data center liquid cooling solutions Big Structural Trigger – Data Center Liquid Cooling => Entered liquid cooling for data centers (1 year ago) => Market expected to grow from $3-$4 Bn to $20 Bn by 2030; solid 30-35% CAGR growth => Exclusive tie-ups with global leader (holds 70–75% share in India liquid cooling). => Economics: 45 skid assemblies required for per MW of data center capacity Capex Plans => Planning to invest Rs. 960 Mn as capex with a focus on Skid assemblies (core future segment) and Stainless-steel hoses (core business) => Skid Assemble capacity can be expanded from 2000 to 15000 units and is expected to be completed by Q1FY27 => Skid Capacity is expected to be around 40-50% utilization in FY27 as the production will start in Q2FY27 => Aeroflex could generate revenue of Rs. 3000 Mn from Skid Assemblies segment when they reach peak utilization of 15K units Demand Drivers - Global + Domestic =>Supplying metal hose assemblies for datacenter applications in the US and Europe, following required technical certifications and approvals => Strong revenue of 80-85% comes from repeat customers → sticky relationships, qualification-heavy industry => Further demand drivers are the new segment Data Centers (AI + Cloud), Oil & gas + chemicals (steady base), and India infra + industrial growth. Supply Chain -Logistics => 8–9% of revenue linked to Middle East; Ongoing disruptions but short-term issues. => Transit time increases from 45-50 days to 70-75 days due to change in routes to Cape of Good Hope indicates long WC cycles. => The company has not faced any order cancellations even though disruptions and tariff issues prevailed Margins & Future Outlook => Segment margins: 22-25% in Assemblies, 27-30% in Metal bellows, and Hoses has 16-19% margins => Liquid cooling currently at blended margins but scope for margin expansion via efficiency + scale => Revenue growth guidance of 18-20% in FY26; Long term target to achieve Rs. 1000 CR revenue in next 3-4 years with EBIT margins of 25%. Aeroflex is transitioning from specialty industrial exporter to high growth infra + data center play Follow @DhawalDoshi5 for more updates and analysis Disclaimer: This post is for informational and educational purposes only. @vishan_29 @Dynamicinvstr @Anvith_ @TrendSpark420 @InvestmentVeda
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Unknown Investor ⚡
Unknown Investor ⚡@Dynamicinvstr·
🚨 Most people think all stock brokers make money the same way… But Anand Rathi Wealth Limited is playing a completely different game 👇 ⸻ 🧠 While others chase traders… They focus on rich clients (HNI’s) 💼💰 👉 Less noise 👉 Bigger money 👉 More stability ⸻ 📈 Why this stock is quietly compounding: ✅ Asset-light model (no heavy costs) ✅ Recurring income from client portfolios 💸 ✅ High profit margins 🟢 ✅ Clients stick for long-term ⸻ 💰 The magic formula: Markets go up 📊 → Client wealth increases → Company earns more fees 👉 Simple. Powerful. Scalable. ⸻ 🚀 Future looks strong: 🇮🇳 More rich investors rising 📊 Shift from FD → markets 🏙️ Expanding into new cities ⸻ ⚠️ But don’t ignore risks: ❗ Market crash = slower growth ❗ Depends heavily on HNI clients ⸻ 💡 Bottom line: This is not a trading story… It’s a wealth compounding machine 🧩 @vishan_29 @shamikiscooking @DhawalDoshi5
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