Ra-case Rathod retweetledi
You need to buy when there is uncertainty, certainly commands premium and negatively affects alpha .
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Ra-case Rathod
1.5K posts
Ra-case Rathod
@InvestRakesh
Marketing. Personal Finance. Netowrker,Entrepreneurship.Good Son and a Doting husband & Father of two Tigers
MUMBAI Katılım Nisan 2009
165 Takip Edilen853 Takipçiler
Ra-case Rathod retweetledi
The memory chip powering your phone is now competing with an AI data center. And the AI data center is winning.
Consumer electronics, once commanding 65–80% of memory consumption are being crowded out by AI data centers projected to consume nearly 70% by 2026.
The knock-on effect is already here:
📈 Memory prices up 3–4x
💻 PC prices expected to rise 17%
📱 Smartphone prices up 13%
📦 Shipment volumes declining 8–10%
And supply isn't helping Samsung, SK Hynix, and Micron control 93% of global production, and they're prioritising AI-linked demand.
When leaders like Elon Musk and Tim Cook start talking constraints, you know a structural shift is underway. But disruption creates its own solutions.
Refurbished electronics are no longer the budget option; they're becoming the structurally smart one. A parallel economy built on reuse and price efficiency is quietly emerging, and it carries real layers of investor opportunity.
Is refurbishment the new default, not the alternative?
We explore the full picture in our latest blog : shorturl.at/qz06a
@arvind_kothari @KabraGunjan @csvikramsharma @ChandreshMalpa
#Investing #Refurbishment #Electronics #Electronicrefurbishment #Memorychip #AI #DRAM #Datacenter #Niveshaay
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Ra-case Rathod retweetledi
We’re spending a full day in #Mumbai on 9th April meeting early-stage founders.
Whether you’re just exploring ideas or already building something, we’d love to meet you!
Registration Link: luma.com/p7su09t0
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@AdityaDharFilms Movies starts without volume. Now work is on for the technical glitch. Feels like sitting in @IndiGo6E and stranded on runway but not taking off. @RajhansCinemas. Already passed 25 minutes. We know the wait is worth it. Now the runtime will surpass 4 hours.🤞
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Ra-case Rathod retweetledi
India’s next phase of wealth creation will be shaped by businesses built on technology, data, and scale. As digital infrastructure deepens and innovation accelerates, the opportunity set is expanding and so is the complexity.🌐
The TechStack is our structured approach to navigating this complexity. It brings together a carefully curated set of companies across India’s technology value chain, selected through rigorous research, strong fundamentals, and long-term relevance not short-term trends.💡
This launch marks a step toward enabling investors to participate in India’s technology-led growth with discipline, clarity, and conviction 📈.
Watchlist our portfolio here: shorturl.at/X1bt0
[BSE Approval No : BSE/RA/ADVT/04022026-6276/01]
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Ra-case Rathod retweetledi
We didn’t chase the metals rally.
We built a system around it. And it’s working.
3 months ago, when the metals theme was still quietly forming, we launched the
CWA Metals Thematic Smallcase — as a systematic, research-driven investment basket.
Today, it is already up +19.89% in just 3 months. 🔥
This isn’t momentum chasing.
This is what happens when you invest through a process, not predictions.
⚒️ The basket captures India’s long-term structural opportunity in:
Steel • Copper • Aluminium • Zinc • Rare Earths
📈 The same systematic framework earlier helped us position well ahead of the defence cycle with our CWA Defence Thematic Smallcase.
🎯 Season Deal – Limited Period Offer
Use code SEASONDEAL and get 30% OFF
👉 First-year access at just ₹7,000 + GST
📊 Start your systematic metals investing journey:
cwa.smallcase.com/smallcase/COWA…
Trends reward discipline. Systems convert trends into wealth.
📖 Read the detailed sector blog:
👉 compoundingwealth.co.in/indias-metals-…
Rakesh Pujara@RakeshPujara1
🚀 Launch Alert: *CWA Metals Thematic Smallcase* on Dusshera (cwa.smallcase.com/smallcase/COWA…) 🛡️ Fifteen months ago, we launched our *Defence* Thematic Smallcase, successfully aligning with India’s growing defense focus. (cwa.smallcase.com/smallcase/COWA…) ⚒️ This Dusshera, we are excited to introduce the CWA Metals Thematic Smallcase— a targeted portfolio of companies operating in the metals and minerals industry, including 🏗️ steel, 🔌 copper, ⚡ aluminium, ⚙️ zinc,and 🌍 rare earth sectors. 📈 With global supply constraints and India’s growth trajectory, these companies are positioned to benefit from long-term structural trends in 🏗️ infrastructure, 🔋 energy transition, and 💻 technology. 🎯 Exclusive Early Subscriber Offer: Use code ✨ *METALS30* ✨ to get access at 💰 ₹7,000 + GST for the first year. 📊 Explore and invest systematically: *CWA Metals Thematic Smallcase*(cwa.smallcase.com/smallcase/COWA…) 📖 Read Detailed Blog on : compoundingwealth.co.in/indias-metals-… @ChaitanyaPujara @VaishDevidasani @PujaraKinnari @tathastoo
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Ra-case Rathod retweetledi
Unless a PMS or AIF hits at least ₹200–500 crore in AUM, it’s tough to even break even. Real profits only start showing up north of ₹600–700 crore.
profitandpunches.substack.com/p/alpha-to-ave…
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Ra-case Rathod retweetledi
🚀 Launch Alert: *CWA Metals Thematic Smallcase* on Dusshera (cwa.smallcase.com/smallcase/COWA…)
🛡️ Fifteen months ago, we launched our *Defence* Thematic Smallcase, successfully aligning with India’s growing defense focus. (cwa.smallcase.com/smallcase/COWA…)
⚒️ This Dusshera, we are excited to introduce the CWA Metals Thematic Smallcase— a targeted portfolio of companies operating in the metals and minerals industry, including 🏗️ steel, 🔌 copper, ⚡ aluminium, ⚙️ zinc,and 🌍 rare earth sectors.
📈 With global supply constraints and India’s growth trajectory, these companies are positioned to benefit from long-term structural trends in 🏗️ infrastructure, 🔋 energy transition, and 💻 technology.
🎯 Exclusive Early Subscriber Offer: Use code ✨ *METALS30* ✨ to get access at 💰 ₹7,000 + GST for the first year.
📊 Explore and invest systematically: *CWA Metals Thematic Smallcase*(cwa.smallcase.com/smallcase/COWA…)
📖 Read Detailed Blog on : compoundingwealth.co.in/indias-metals-…
@ChaitanyaPujara @VaishDevidasani @PujaraKinnari @tathastoo
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Ra-case Rathod retweetledi
#CNBCBajar | ક્યા સ્ટોક્સ અને સેકટર્સ પર રાખશો ફોક્સ, જાણો કમ્પાઉન્ડિંગ વેલ્થ એડવાઇઝર્સના ફાઉન્ટર અને મેનેજિંગ પાર્ટનર રાકેશ પૂજારા પાસેથી
@RakeshPujara1 #Gujaratinews #GujaratiBusinessnews #Gujarati #Business #Businessnews @CHANDNI_SHUKLAA
GU
Ra-case Rathod retweetledi
CWA DEFENCE
Ranks no 1 on 1 month basis:23.68%
Ranks no 2 on 6 months basis : 63.60%
Ranks no 1 on 12 months basis 45.90%
Amongst the 800 smallcases listed on @smallcaseHQ platform
And beats the Defence Index by a huge margin
Defence Index NAV
cwa.smallcase.com/smallcase/COWA…
Rakesh Pujara@RakeshPujara1
We are extremely bullish on Defense sector. Hence we launched our thematic basket CWA Defense in May 2024. In appx sixteen months its current NAV is Rs 153 indicating 53% absolute returns when markets are virtually flat ! Currently we are trending at no 4 out 800 odd @smallcaseHQ baskets on one year returns basis which is 32.91% Our team CWA is committed to serve our clients better and help them achieve their financial goals earlier without taking undue risk ! cwa.smallcase.com/smallcase/COWA…
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Ra-case Rathod retweetledi
Happy to launch our @mystockedge smallcases.
Last year, we launched the StockEdge Momentum Score for 1-month, 3-month, and 6-month time frames. We have also been busy developing our own portfolio of high-momentum stocks based on these scores.
stockedgeinvest.smallcase.com
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Ra-case Rathod retweetledi
Join us this Sunday, 10th August, at 11 a.m. for an exclusive webinar with @WeekendInvestng , Founder of @wapl_official , where he will break down the critical role of asset allocation in building long-term wealth.
You can set your reminder here: youtube.com/live/gFCYC_RCD…
YouTube
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Ra-case Rathod retweetledi
In conversation with @RakeshPujara1 , Founder & Managing Partner at Compounding Wealth Advisors LLP, as he shares his trading journey and the principles that guide his systematic investing approach.
Whether you're new to investing or looking to refine your strategy, this episode is packed with practical wisdom and long-term wealth-building insights.
Don’t miss it—watch the full episode here: youtube.com/watch?v=6sIf2C…
YouTube
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Ra-case Rathod retweetledi
Enjoyed hosting @arvind_kothari from @niveshaay on a chat discussing the IPO boom, how this bear market is a great time for IPO investors (not flippers), and their new IPO Basket #Smallcase @smallcaseHQ
Please listen in!
youtube.com/live/wM9SCxfGZ…
YouTube
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Join us this Sunday, 23rd February, at 11:30 a.m. for a Live AMA with @arvind_kothari of @niveshaay as we discuss their newly launched smallcase Niveshaay IPO Basket
You can set your reminders here: youtube.com/live/wM9SCxfGZ…
You can send in your questions here: docs.google.com/forms/d/e/1FAI…
YouTube
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@rohiitian super excited to have you and unearth the secrets of IPO investing
smallcase@smallcaseHQ
Join us this Sunday, 23rd February, at 11:30 a.m. for a Live AMA with @arvind_kothari of @niveshaay as we discuss their newly launched smallcase Niveshaay IPO Basket You can set your reminders here: youtube.com/live/wM9SCxfGZ… You can send in your questions here: docs.google.com/forms/d/e/1FAI…
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Ra-case Rathod retweetledi
IPOs aren’t just about listing gains—they're about identifying tomorrow’s market leaders early!
With India's economic expansion accelerating, the IPO space is buzzing with opportunities.
We are thrilled to announce our latest smallcase—Niveshaay IPO Basket, launching on 16th, February 2025! Stay tuned. 🔔✨
@ajaysurya37 @smallcaseHQ
#NiveshaayIPOBasket #IPOBoom #HoldForGrowth
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