Sekhar

@Ferbin08 Stop-loss is the answer

@LearningEleven allocation's half the fight. the other half is your gut when you're down 20%. does bucket 1 have a system for that, or just hope?

Saturday Satsang Broadly, there are three types of investors: 1. I want to create significant wealth. 2. I want to achieve financial independence (where equity returns comfortably cover my annual expenses). 3. I am still experimenting. For Bucket 1, allocation is everything. If your goal is to create outsized wealth, your portfolio needs meaningful positions. In my view, you need a minimum allocation of around 6-8%, with multiple positions in the 12–15% range (or even higher for your highest-conviction ideas). Otherwise, how do you expect exceptional businesses to make a meaningful difference to your portfolio? For Bucket 2, the objective is different. The goal is to fund your lifestyle through secondary income generated from equities. A simple way to measure progress is this: Every stock in your portfolio should ideally be capable of funding at least one month’s expenses. Let’s assume you own 18 stocks. In a healthy portfolio, if 12 perform well and 6 disappoint (if your hit ratio is consistently worse than this, it may be worth revisiting your stock selection process), then the gains from those 12 winners should comfortably cover your annual expenses, even after accounting for losses from the other 6. That’s precisely why position sizing and stop-loss discipline matter. In practical terms, your allocation should be such that a 20–25% gain in a winning stock is enough to cover at least one month’s living expenses. So, if you belong to Bucket 2, periodically review three things: • Your hit ratio • Your stop-loss discipline (to contain the losses on those 6) • Most importantly, your allocation strategy As my friends at @soicfinance often say: “Allocation is Khaas, Baaki Sab Bakwaas.” Why do I keep talking about allocation every other day? Because one of the biggest mistakes investors make is surviving a bull market without fully benefiting from it. A bull market is a terrible thing to waste through poor allocation. Happy Saturday!

@Gopi2501 🙏

@LearningEleven We are fortunate to follow you Sekhar bhai In this materialistic world,who shares such honest,wise Words Thanks

@roykapil692 A friend is tracking, thinks, can be a good story if execution goes well.

@LearningEleven Sir, are you tracking exicom?

Divgi Torqtransfer Systems ▪ Electric Vehicles (EVs): After facing underutilisation, the segment is seeing a strong demand revival driven by confirmed schedules for Project Sigma with Tata Motors. Utilisation is expected to hit 80% by H2FY27, turning the standalone EV segment EBITDA positive. ▪ Automatic Transmissions (AT): Completed the proof-of-concept for a 6-speed automatic transmission with a major domestic OEM. Formal commercial contract sign-off is expected within the next six months, representing a potential INR 5,000 crore revenue step-up. ▪ Manual Transmissions: Remaining a frontrunner for a high-volume (~100,000 units) manual transmission program for an Indian OEM, pending internal supply chain restructuring by the client. Disclaimer: No holdings and not a buy or sell recommendation.

@alphaaffairsf2f Congratulations my friend!

Time to brag !! (more as a notes for myself) SUPER 2 Weeks for me in SUNRISE THEME PF XIRR now crossed 121% over 37 months One of the best Decisions to START this Portfolio personally 3 years back Vision, Courage, Selection, Concentration, Exits All worked beautifully (ofcourse with few losses in between) and despite all macros noise

@SniPayne I seriously need to set you up on a date with Pharma! 😄 Next meet, over a beer! 🍺

Sectors I try to avoid now - Textiles (Never made money, cycles are too short), recent FTA may elongate the cycles - Pharma( Too many moving cogs and lumpy) still play one or 2 stocks - microfinance(Made money in last cycle,El Nino risk currently) - pure commodity(sugar , cement)

@sansaxonline1 Not tracking the first two, SCI can be a good story with 2/3 year view. But the MoU with OMCs and ONGC hit delayed I believe

@LearningEleven you rightly said size your position in existing ideas rather looking for new ideas. Any analysis of Piramal finance, Gokaldas and SCI at these level to add more

Another good week comes to an end for small and mid caps. There has been something for every type of investor. Whether your preference is deep value/pessimism plays like Balaji Amines or Beta Drugs, hyper-growth stories like MTAR and Sterlite Tech, consistent compounders like Laurus, Welspun Corp, and Garware, or turnaround stories like SBCL and SGRL, the market has offered opportunities across the board. The key is to play well and size your positions wisely. The small-cap index is now gradually approaching a key resistance zone, making the next few weeks particularly interesting. While the broader index may consolidate, pockets with strong earnings visibility could continue to outperform. Have a great weekend! Disclaimer: This is not a buy or sell recommendation for any of the stocks mentioned.

@RamNikesh11 Next few quarters are fully priced in but market is treating AI names differently. Market is always right!

@LearningEleven Sir…is Aeroflex still not fully priced ..I know it’s trading 121 pe …but is the market still not lookin at it like the MTAR or Sterlite ….since their data center story can only get bigger from here on

@NSuresh_ECW That's how the pricing works anyway...But Balaji has few other structural themes as well, if they execute well, should have a decent year.

@LearningEleven Sir how are u seeing Amine Companies Ajay Joshi bhai said that higher amine prices might last for max 2 more quarters before correction.

@draru147 Hi Vandana Ji, "subscribe" button on my profile page. Instead of mobile app, please try to do it from laptop browser. Some of the mobile apps are showing 600+ whereas when you open the Twitter from laptop, it would show only 492.

@LearningEleven Want to subscribe. How to proceed

Yash Highvoltage ▪Choice expects the revenues to hit from 240 crore in FY26 to 530 crore in FY28 and 740 crore in FY29. ▪Accordingly, PAT is estimated to grow 3x during this period. ▪ Yash operates in transformer bushings. The company is among fewer than 12 independent manufacturers globally (ex-China) and remains the only pure-play Indian player in this segment. Multi-year qualification process is the moat! ▪ New RIP bushing facility is nearing completion, with commissioning expected in the next 4-6 weeks and trial production during Q2FY27. ▪ Scope of the project has been enhanced from 220 kV to 550 kV, significantly expanding the addressable market opportunity. ▪ Commercial invoicing from the new facility is expected to commence in H2FY27 but management expects meaningful EBITDA and profitability improvement to become visible from FY28- FY29 as approvals and production scale up. Disclaimer: Not a buy or sell recommendation. Invested from lower levels.

I just don't understand the urge some people have to claim, "I discovered this stock" or "I initiated coverage first." I see even seasoned folks carrying this "maine bola tha" mindset. The reality is, no single individual, brokerage, or research house "discovers" a stock. There were buyers before you bought it, and there will be buyers long after you have sold it. We are all simply time-bound participants in the market, each viewing the same opportunity through a different lens. Humility travels much farther than the need to claim ownership of an idea.

@surajsaste75 Can you please share which company's concall was it?

@LearningEleven There's also a credible risk where some of the concalls have highlighted that the bushings bottleneck will not exist after a year as many capacities will go live. From the current levels I'd suggest to be cautious

India’s apparel exports to the UK sit at ~$1 billion, compared to Bangladesh at $3.5 billion and China at $5 billion. #UKFTA