Manav Kothari

Accumulated Connplex post listing, will share my thesis

@Roaring_SME 🫡🫡🫡

The best views come after the hardest climbs, ATH by playing the downside on Silver and Nifty, Target - 1 lakh NAV.

@Manojeet_Das More power 🔥🤞🏼

6th March 2026 This week was very difficult for me. Experienced a 12% drawdown in just 4 days. InfoBeans’ fall wiped out the last 4 months of profits in just 2 weeks. Such is the pessimism around IT and that’s absolutely fine. If the jockey is right, he can steer the horse in the right direction. At least that’s what I believe. Time will tell. I put my heart and soul into choosing my stocks. I understand the cost of what I’m doing, and I’m okay with my decisions. PS: This drawdown gives me even more motivation to work harder. The beginning of something great. #TradeInPublic #10LakhsExperiment

I usually don’t take short-term positions. But let’s see where these 5 stocks stand over the next 6–9 months. Using this thread as a journal to document my thoughts — should help reduce emotional attachment with stocks. Disc: Not a buy/sell reco. May exit anytime without notice. So, pls don't copy me 🙏 #TradeInPublic #10LakhsExperiment

@Manojeet_Das Not more than fund meetings count of Infobeans

How many wars are currently going on in the world?

@samisosa1234 @anupammahor

Neetu Yoshi - Anyone tracking , met them ? Are they on track to deliver their guidance for the year? and where do they stand with respect to their capex ? Thanks

ATH Revenue. You guys used to do 150 Cr annually 4 years back 🫡 Respect ++ Disc: Holding. No intention to sell at all. No buy/sell reco.

@StocksRoyale1 cha mud gayi

Hello papa... wo portfolio ki to...

Dhurandhar showw 🎥🔥 180 to 282 in a span of 4 months !!

@Manojeet_Das @suru27 🐣🧨🔥

@suru27 The Nifty Microcap 250 index starts at 2300 Cr Mcap. Me holding sub-500 Cr Mcap companies 💀

The smallcap index ends at Rs 30000 Cr+ The midcap index ends at Rs 100000 Cr+ There is a big asymmetry between what in general considered as small n midcap n how indices are being composed. There is nothing much to define between Rs 1000-7000 Cr which has a long list of companies Unka smallcap index jaha shuru hota hai, humara waha khatam hota hai :)

@anupammahor 🫨

Bengaluru , Mumbai , Delhi and Punjab should be in top 4 of IPL 2026. #iplauction2026

@Manojeet_Das 3:15 PM = 777*

infobeans.ai/wp-content/upl… Mini Persistent Systems 😇

Opportunity ++ #Infobean

@Manojeet_Das Transparency and Consistency 👏🏼❤️

Wrote down all my thoughts at 3 AM in the morning ✍️ Tried my best to think clearly in this carnage and revisit my learnings. Please give it a read and if it offers a different perspective, do share it 🙏 Read here: prudentparrot.com/year-2025-thou…

@esparando08 humbled 🥴😂 view intact

@ManavKothari99 Kind of back to square 1

SJ Log - 320 to 452 🔥 More to rally !!

@Alchemist1320 @Noorulipo @Tanmay_31_ 😂😂🤪

@Noorulipo @ManavKothari99 on fire…@Tanmay_31_ well left

𝐈𝐟 𝐚𝐧𝐲𝐨𝐧𝐞 𝐞𝐯𝐞𝐫 𝐚𝐬𝐤𝐬 𝐦𝐞 𝐰𝐡𝐚𝐭 𝐈’𝐯𝐞 𝐞𝐚𝐫𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭, 𝐈’𝐥𝐥 𝐬𝐡𝐨𝐰 𝐭𝐡𝐞𝐦 𝐭𝐡𝐢𝐬 𝐩𝐢𝐜𝐭𝐮𝐫𝐞. 𝐓𝐡𝐚𝐧𝐤 𝐲𝐨𝐮 𝐚𝐥𝐥 𝐟𝐨𝐫 𝐜𝐨𝐦𝐢𝐧𝐠 𝐚𝐧𝐝 𝐦𝐚𝐤𝐢𝐧𝐠 𝐭𝐡𝐞 𝐞𝐯𝐞𝐧𝐭 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 🙏🏻🙏🏻. 𝐒𝐞𝐞 𝐲𝐨𝐮 𝐚𝐥𝐥 𝐧𝐞𝐱𝐭 𝐲𝐞𝐚𝐫.. 🫡

So much struggle to travel from salem to mumbai to karjat and back in these unexpected times (indigo) only to meet these wonderful people, investors, friends from sme segment :D had an amazing time :D Not able to tag everyone. Sorry, pls add others in comments :) @Noorulipo @Alchemist1320 @Tanmay_31_ @MayankSaraf123 @dhrufmehta13 @Yaxhxvardhan @mezza9_Equity @mustafa_kach @ManavKothari99 @vishnuagarwal64

@NabilSayyad7 @Sandeep_Majj 😂 Khaleel Ahmed blunder 😂

@Sandeep_Majj In that case, this guy is the operator

Many of us are passionate cricket fans, and when our favourite IPL team enters the auction, we naturally want the best players on our side. We know that a winning team is built by picking top performers, not just by looking for bargains. The same principle applies to your investment portfolio. Unfortunately, many investors feel more comfortable buying a mediocre company at a cheap price than paying a premium for a high-quality business. But just like in cricket, if you fill your team with average players, you can only expect average results. Build your portfolio the way you’d build your dream IPL team — choose quality over convenience, and winners over discounts. #InvestorPsychology

@Manojeet_Das Srigee dlm, great company, great promoters, bad timing

In which stocks are you currently a forced long-term investor?

I have finally decided to turn on the privacy mode in Kite app.

@shinvesto75298 @dwivedmanish @ChintanParikh10 @nimxor1 He has big connects in NSE/BSE

@dwivedmanish @ChintanParikh10 @nimxor1 Where do you get this document from? Where in nse?

#c2c huge huge Pre-ipo unlock starts from 3rd December Don’t tell me i didn’t warn you before the bullish concall 😅 No buy sell reco #c2cadvanced #c2cadvance #c2cadvancesystem #c2cadvancedsystem

@RMSGrowth @Soumil_IITB @rohiitian @manishlalwani9 Kudos 👏🏼

Overwhelmed with all the love coming our way for our anchor picks of September. Thankyou. Couldn't have imagined! While we will make mistakes, they would be honest and we hope we keep learning from them. also Beginners luck is real, we guess! :)