Sekhar

For the benefit of new friends who have connected with me here over the last few weeks, I do have a Telegram channel which is absolutely FREE where I post daily updates and brokerage reports. t.me/researchreport… If the URL doesn't work, search for "Research Reports" on Telegram & you will find a channel with 22,000+ members

@SwarajAvianne Earnings visibility and sectoral tailwinds could be difference maker

@LearningEleven But sir this is the most difficult thing for me to practice. I mean when we read many good businesses it becomes confusing what to sell and what to keep if both the company's are looking good.

FOMO is a common thing when we see so many small cap names flying. Before you are tempted to add one more name because of good results or strong price action, ask yourself, if it is better than your top 10 holdings. If it's not, why buy one name, increase allocation in existing names. But if it better, exit your low conviction name and add. Just don't increase the stock count randomly. It's the position sizing that's gets you returns, not just the stock idea.

@ManavNk Not one company. Covered all of these in today’s between the lines

@LearningEleven Please name the co

This company is targeting a steady 100 bps EBITDA margin expansion every year, while aiming for an asset turn of 5-6x, a powerful operating combination. 10 years ago, their annual revenue rate was ₹1,700+ crore. Today, its annual capex itself is ~₹1,500 crore. That’s conviction. Stay with the winners. This company’s AI revenues have grown 3.5x within just a year. A year ago, they reported a ₹200+ crore loss in a quarter. Now, they have delivered ₹100+ crore PAT in a quarter. Plus, they say, FY27 is an inflection year! Small dots. Big picture. Connect wisely. For more such data points, one simple answer - Subscription!

@PSreeni50340304 Not one company. Covered all of these in today’s between the lines

@LearningEleven Sir which one sir

Forgot which channel it was, but today saw a snippet in one of the business channels 10 year average returns in May Nifty: 1.3% Nifty Midcap: 0.6% Nifty Smallcap: (0.05%) May is the month for Autos and FMCG and not for Pharma! Of course, past results don’t guarantee future performance.

@UrsRafeek For whatever reasons, people didn't like him for a second term i suppose.

@LearningEleven But sir stalin was good right. Double digit growth but yes they have bad mouth against sanatana dharma so got the taste

Two sitting Chief Ministers lost their elections, the sheer intensity of anti-incumbency.

@Nitin111082 It may never cross 1.5

@LearningEleven What do u think of the maximum asset turns which it can achieve in the next 3 yrs ie FY29? It's 0.9 now.

Laurus Labs Management is confident of delivering 30% EBITDA margins in FY27 but Motilal Oswal says - they can only do 27.1% 360 ONE Capital says - they can do 26.7% They’re essentially saying Laurus may struggle to even match its Q4 FY26 margins in FY27.