Punekar

@MithunSarkari from the little understanding that I have, this looks a good candidate in the pharma sector

@LifeOfAPunekar Caplin never studied.

SENORES q4 FY26 CONCALL UPDATES : 🔥 1/ ₹664 Cr revenue. ₹122 Cr PAT. But the BIG story is what’s coming next. 👀🚀 Senores Pharma delivered: • Revenue growth: +62% YoY • PAT growth: +108% YoY • EBITDA margin: 30% • Operating cash flow: ₹75 Cr And mgmt says FY27 guidance itself is “minimum achievable”. 🔥

@ambeecious @Akshat_World you forgot Real Estate? And just before that it was India growth story

@Akshat_World Everytime there is a rise in any asset you start pumping it. There is a term in Dalal street for such people Bhaav ke khiladi Last time I remember you were only talking about Bitcoin Now US stocks

After missing out on US Stocks, here is the #2 lesson we Indian Investors will learn. The SIP growth is fake. You just don't know it yet. See: your portfolio will grow 12-13% (after tax 10.5%) In that same time INR will depreciate 5% to USD So net we will make 5%-6% Even making this 5-6% would entail long periods of drawdowns. Where, you'd be told to be patient. And, how long-term investing builds wealth <<4-5 WARREN BUFFETT QUOTES>> Meanwhile: promoters will sell their overvalued equities. And, move money abroad to "hedge". And, fund managers will keep pocketing 1-2% commissions. Even Warren Buffett whose quotes they quote, invests in USD. People will not learn. People will keep questioning anyone who tells them the reality. On paper we will grow equities at 12-13%. That's what will give people comfort. And, a reason to keep holding.

@sarang_contra @tushar9590 why has it become unstoppable?

@tushar9590 BlackBox

Name a stock you regret not having in your portfolio? For me it's Centum Electronics.

@MithunSarkari great info sir! you make life so easy by bringing data here! If I may ask, how do you see Caplin point

3/ The US story is scaling FAST. 🇺🇸 Senores now has: • 51 approved ANDAs • 151 product strengths • 30 ANDAs yet to launch • 27 ANDAs under pipeline Mgmt : “This broad and differentiated product pipeline provides strong visibility for growth over next 24 months.”

My mamaji is on ventilator. He had all his life’s savings within PSU bank in FDs. All his accounts have been sealed as due to being bed ridden he could not do re-KYC in person. His kids asked bank to take humane view. Bank said if he cannot come in person, accounts will not open. FDs in PSU banks can be useless in time of need due to KYC regulations. @narendramodi @RBI this KYC mess is draconian. Please help in this time of need

@FalconUpdatesHQ the will and the belief that indians do not deserve it.

What is stopping the government from doing this ???

You still can't go directly from Pune to Nashik Pune to Sambhajinagar Pune to Jalgaon Mumbai to Ahilyanagar Railways are doing nothing here and giving illogical excuses And here they are spending ₹ 20,000 crores to connect an area with population less than building complex

@Toxicity_______ Ahmedabad Police ?

Harshida Shetty (27) from Ahmedabad >Innocent looking but unemployed, she requested Darshanbhai, a jewellery shop owner, to give her a job so she could pay her rent and EMIs. >Despite already having 18 workers at the shop, Darshanbhai gave her the job after being impressed by her innocent appearance and humble nature. >Harshida gradually earned the owner’s trust, and sometimes he would even allow her to leave the showroom without proper checking. >On May 11, while Darshanbhai had gone for lunch, Harshida told the other employees she was feeling unwell. She then casually slipped 1.21 kg of gold worth ₹1.66 crore into her pocket and walked out of the showroom. >Nobody checked her, and she was allowed to leave. Later in the evening, during the jewellery count, they discovered the theft. >Trusting an innocent face allegedly cost Darshanbhai ₹1.66 crore. Now Harshida may never have to pay another EMI again, as she is suspected to have fled the country with her bf

@MithunSarkari Kalyan Jewellers - 66% QonQ but stock tanked the next day 🙂

So whats your top performer so far after Q4 , in top line % growth terms . Please mention only sales growth %(yoy) Do comment .

@BaluGorade India has an infinite number of mutual fund distributors 😁

USA has AI and big tech giants. Korea has electronics and battery giants. Taiwan has chips and semiconductors. China has EVs, batteries, solar, manufacturing. What does India have? 🇮🇳

@reachanandl Sir, TIPS Music mein - I'm invested uske liye toh block nahi karoge na aap 😁

Get Blocked by messaging me for TIPS

@MithunSarkari hats off to you sir 🙏 thank you for taking out time to educate

The entire list of q4 opportunities are long term only, but how much long depends on data points and mgmt executuon. Today after gold import duty hike the jewelry stocks doesn't look so good for next 6-12 months,. That's the whole point. Money is limited it must be in best places. I am not saying u churn every month or qtr but churn if data says so or u get better opportunity.

@MithunSarkari Sir, have been following you for quite some time and I really appreciate the way you talk about stocks and their future through your eyes. If I may ask, for someone starting now and would want to invest for a long term - which 5 to 10 stocks would you suggest.

@MithunSarkari makes sense sir! thank you for sharing your point of view. I agree we got to change with time; else stick to mutual funds 🙂

What is long term, nothing is permanently good or bad. Hdfc bk was a multibager now not able to grow. We have to change our view as per change in data points. Else we should not invest in direct stocks. We cannot have a fixed mindset and hold till death 😃. If that's the motive then Nifty bees. Hope the point is understood.

@MithunSarkari yes sir! I was always of the opinion that these are momentum based suggestions and not to be considered for the long term. I'll now study them 🙏

@LifeOfAPunekar If u are following me u already know, today also I post q4 opportunity list x.com/MithunSarkari/…

@MithunSarkari absolutely sir! No buying recommendations but stocks to study.

I dont suggest anything, each has to figure out on their own . I am just explaining few biz and throwing some current opportunities , no buy/sell reco . We have to understand and track biz, data points change we have to change there is nothing called long term buy and hold , people who cant do the study should invest through ETFs or Mutual funds.

@GoibiboSupport Can you please share an update?

@LifeOfAPunekar Thank you for your patience. We understand your concern and assure you that the refund will be processed as soon as it is released by the airline. - Vishal twitter.com/messages/compo…

@GoibiboSupport @goibibo @emirates - it's more than a month now and have not got the refund. False promises are being made. I'll now reach out to the authorities if my money is not refunded.

@DealsDhamaka bhai, sojao!

As an investor, I feel helpless 😒 - SGBs - Killed - Equities - Heavily Taxed - Debt Funds - Lost indexation - Overseas investment by mutual Funds - Stopped - Investing outside India - 20% TCS - Crypto - Complex Taxation - Indian FDs - Taxes at slab - Foreign Investments - INR at low

@vivekguptaa @centerofright It's becoming difficult to figure out home to trust 😔 Would you mind sharing some reliable protein brand?

This post is deleted from Twitter but not Instagram. There is a reason behind this. Twitter audience knows how to question, and Insta audience treats him like a messiah.

@RJGyanchandani @AdityaD_Shah Why would you have two midcap s?

@AdityaD_Shah Buying across all my mutual fund holdings: 2 Mid caps 1 Flexi cap 1 Value Fund 1 Thematic 1 Sectoral (IT) I'm buying relentlessly as and when I have surplus money.

Which is the one stock/mutual fund u are buying in this fall?