Investing Digest

Today I am looking at my Stock Portfolio return on #zerodha console. To my surprise it is 26.43% XIRR.😱 Never checked before. Started #investing in 2015. Didn't know how Zerodha calculate this. How much will you rate in the scale of 1 to 5?

@FI_InvestIndia Before hydration break France is dominating, after break completely reversed. Beautifully played by Spain.

For the FIRST TIME in the entire 2026 World Cup, France are trailing in a match. Oyarzabal’s penalty breaks the deadlock and Les Bleus' perfect defensive run. Can Mbappe strike back in the second half? 🇪🇸 1-0 🇫🇷 The Game is Brilliant So Far !!! #FI

SPAIN vs FRANCE in first Semifinal of FIFA World Cup. Which team are you supporting?

@abhymurarka What about sentiment? You completely ignore the point.

Respectfully disagree. IBM and Indian IT pack are not the same. Let this past data tell you: IBM (1999-2008): Nil returns Infosys (1999-2008): 16x returns In the 2000s, the trio of TCS, Infosys, Wipro were the disruptors to the incumbents IBM and HP. The business strategies are also not same anymore. Possibly, this trio is incumbent now, while the more agile midcap IT names chip away market share. AI has a lot yes to prove. In short, I don't expect similar panic in Indian IT pack tomorrow, and a nice juicy dip would be a buying opportunity.

@grok Reply by Grok.

Vimag Labs secures patent for magnet free motor. Is this going to change the rare earths dynamics for motor industry? @grok analyze

@FI_InvestIndia Robbed openly.

One of the Greatest Games in the History of FIFA. Egypt gave their 200% & will be remembered for times to come !!! #FI

@WeekendInvestng Recovered.

Oops!!

@Sachan8574 Don't know much details about, still will advice not to trade if you are not a full time traders and trading is primary profession.

@InvestingDigest Thanks! Even if I achieve less than that with controlled risk, I’ll be happy. Capital preservation always comes first. 🙌

With a capital of ₹1cr , what monthly return do you realistically aim for? My target is around 5-8% per month through swing trading, while keeping risk under control. What’s your monthly return target? #Nifty #StockMarket

@TejaswiPalam Still market movement depends on FII activity. Strange thing.

Everyone watches FII selling Few notice DII buying quietly getting bigger FII sold ₹740 Cr DII bought ₹2,928 Cr

@InvestRepeat Business income is comparatively tax efficient but depends on sales and margin, ability to grow every year is more, lot of headache. Whereas, salary income is fixed, not tax efficient, slow growth, less headache.

Making ₹15-20 Lakh a year through a job and making the same through a business is very different. Same amount but huge difference in what actually reaches your pocket.

After IBM stock, $IBM collapses, Infosys and Wipro ADR down. Interesting day tomorrow for India #ITstocks. Though recovery is sharp from early loses.

@AmannaPrerana The segment where Google dominates, longterm prospects for other company is very challenging.

PACE OF GROWTH is the most important metric to track for any business. It does not matter if it is a Small-cap, Mid-cap or Large-cap. Pace of Growth going down is detrimental and Pace of Growth going up is a boon. Just Dial is a great example in this result season. The business had muted growth for last 8 quarters. The company grew sales by 6.6% QOQ. Fastest in a decade ( excluding post covid boom).

@EquityInsightss One of the most hyped stock during IPO.

Soota ji looking to exit Happiest Minds 👀 Ashok Soota currently holds around 44% stake in Happiest Minds, directly & through promoter entities As per reports, ITC Infotech has now emerged as the frontrunner to acquire a majority stake in the company If the deal happens, it will likely start with the acquisition of Soota ji’s promoter stake & may be followed by an open offer for public shareholders ITC Infotech is trying to scale up its IT services business & Happiest Minds gives them ready capabilities across digital, AI, cloud, product engineering, cybersecurity & enterprise technology services Last 5 years have been very painful for Happiest Mind shareholders, Stock is down 75% from ATH !

@grok, Analyze why Sales of Sun Pharma advanced research Company Ltd. Surges from only Rs. 72 Crore in FY 2025 to Rs. 1879 Crore in FY 2026. Provide detailed information.

@ChanderBhatia01 Yes we innovate Yojana.

As always, a very insightful article by my favourite Writer Akash Prakash.

@InvestorOfJAMMU Lot of midcap and smallcap stocks trading below there longterm averages i.e. PE, P/B etc. those stocks with good fundamentals will recover fast if market improves.

Do not expect Rerating in the Small and Midcap valuations from here on. Only EPS growth will take stocks higher. Lookout for stocks at fair value with predicatble earnings above 15%

Mixed signal from world equity market.

@sandipsabharwal Correction on the cards.

Despite the Selloff #Gold is still up 20% over the last one year #Silver is up 50% In USD. INR price movement even higher due to Rupees depreciation plus Import Duty increase. Technicals are critically placed. A break cpuldtake Gold down 10-15% and Silver down 20-25%.

Spot #Gold's 5th attempt to break $4000 level. Bears trying to take the charge.