Dr Ram

477 posts

Dr Ram

Dr Ram

@Longterminvstr

Hyderabad, India Katılım Nisan 2012
43 Takip Edilen40 Takipçiler
Dr Ram
Dr Ram@Longterminvstr·
Vedant Fashions ( Manyavar ) 115 to 24pe Dividend yield 2.25% Any takers ?
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Dr Ram
Dr Ram@Longterminvstr·
CCL products makes 52wk high in such a frustrating market #swag 😎
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Sourav
Sourav@Dutta_Souravd·
Can you 2X your portfolio by Diwali? Market is giving an amazing opportunity.
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Dr Ram
Dr Ram@Longterminvstr·
Ather Energy at all time high Motilal gives a price target of ₹1000 on valuation of 7 times price to sales fy28e Q3 FY26 – Quick Thread 🧵 1- Ather delivered a strong quarter: • Revenue ~₹995 Cr (+53% YoY) • Volumes ~68K (+50% YoY) • Market share: 18.8% 2-Big highlight → profitability EBITDA improved to ~ -3% (vs deep losses earlier) = ~1600 bps YoY improvement Operating leverage is finally playing out. 3- Rizta is the growth engine 🚀 • 2 lakh+ cumulative sales • Driving expansion beyond South India • Key to mass adoption 4) Distribution scaling fast • 600 stores → 700 soon • Strong traction in Maharashtra, Gujarat, Odisha Long-term: “couple thousand stores” possible. 5) Next big trigger → EL platform (FY26) • Lower-cost architecture • Entry into ₹1–1.25L segment • Expands TAM significantly Even cannibalization = margin positive. 6- Hidden gem 💰 = Software (ProPack) • 91% attach rate (!!) • ~50% of non-vehicle revenue • High stickiness (daily usage features) This is a real moat. 7 - Non-vehicle revenue already ~14% Includes: • Software • Charging • Spares/service Will scale with installed base → high-margin compounding. 8-Charging network advantage ⚡ • 5,000+ fast chargers • Now monetising infra
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Unknown Investor ⚡
Unknown Investor ⚡@Dynamicinvstr·
@Theycallhimteja In my home town ( Rajahmundry ) I know I can’t invest in Hyderabad that’s out of a middle class person reach
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Teh-zha
Teh-zha@Theycallhimteja·
what is the strategy to buy lands/plots with small savings? whoever has an idea let me know in comments RT for responses.
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Dr Ram
Dr Ram@Longterminvstr·
Regaal Resources Company processes maize into starch, food ingredients IPO base breakout with good volumes Promoter bought 6cr worth shares recently Capacity expansion from 825 TPD → 1,650 TPD in Q4fy26 Entering highvalue derivatives- Liquid Glucose Maltodextrin Dextrose products *not a recommendation
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Dr Ram
Dr Ram@Longterminvstr·
Biggest Realised profit and loss for me this year What are yours
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Dr Ram
Dr Ram@Longterminvstr·
Trent Making lower highs, lower lows ₹3270 incoming May take entry when trendline breakout happens Trades at 65fy26 estimates
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
Portfolio hits jackpot 😂. Let's see where it ends. No recovery in sight today. How's yours doing ?
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Vinay Kumar (VK)
Vinay Kumar (VK)@vini546·
Okay. Let’s create deployment plan for 22800. No create it for 22200.. No 21900 .. No for 18000 😂😂😃😃
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Ginger Investor
Ginger Investor@GingerInvest44·
Portfolo down by 4.8% today Whats your score?
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Dr Ram
Dr Ram@Longterminvstr·
@vini546 38 items in cart 😳🥵
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Vinay Kumar (VK)
Vinay Kumar (VK)@vini546·
Hey Bandhan - you are my Bandhan. Please fall so that will get discounted NAV.
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Dr Ram
Dr Ram@Longterminvstr·
@Sharad9Dubey Nuvama, Sharda motor, surya Rosini, abbot India,aptus
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Sharad Dubey
Sharad Dubey@Sharad9Dubey·
Time to start searching dividend yield stocks
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