@BaluGorade Overall not a bad idea if rupee depreciation against dollar continue with the same momentum. Ppfas also trying more exposure to international stock but due to sebi regulation they can’t add more. I personally think not a bad idea.
What u say?
D Muthu has recently raised 3.6% stake in RavelCare which is Besuty and Skin Care brand. Company is at 110 Cr market cap with 25 Cr TTM annual sales.
After this info, I reminded of Shark Tank where P/Sales 4-5 seems decent if Brand value is growing well, but investment time needs to be longer as 0 to 100 crore sales is easier than growing from 100 Cr to 1000 Cr. That is the time when actual Brand tested for.
Good investment by D Muthu✅
@kendheswapnil Yes if it is already available in public domain then there is no use to tweet about again and again until you don’t want to support or pump the illiquid SME stock like this😏
Amplifying “public information” to a large audience changes its impact, especially in illiquid SME stocks.
You don’t need to share an investment thesis or explicitly say “buy” to influence behavior. When you talk about stocks you own, naive followers often act on it.
I will give Muthuji the benefit of the doubt on intent, but he is too full of himself to understand this.
@dmuthuk But I observed that so many investors tweet about their stocks when it is approaching towards their buying price or at support level of the stock. May be a coincidence 🫡
Very unfair accusation. Me owning Ravelcare has been in public domain for the last 4 months. That has not prevented it from falling a lot in recent weeks.
I mention about companies only where my stake is more than 1%. Because that's any how a public information. Other than mentioning the names, I've never recommended them to anyone. I've refused to provide investment thesis which would make me talk about positives of these companies. I've never said even a single positive thing about the companies I own.
Nobody would have educated the perils of SME investing like me. There is no question of pump and dump because when I buy these companies, the intention is to hold for atleast few years, unless something fundamentally change. I'm not there to talk about a company and exit when others are buying as prices are going up.
Pump and dump means taking a position in illiquid counter, hyping about that stock to influence the price and quietly exiting when others are buying. I've never ever done this in my life. I've no intention of manipulating the markets.
I don't buy to pump up the prices and sell. As I said, all these companies where I own more than 1% and is a public knowledge, has been bought with the intention of holding for atleast few years unless fundamentals change or my investment thesis is no longer valid.
The idea is to own companies for medium to long term and create wealth. The idea is not to pump up the stock price and dump it to others and make profits by market manipulation.
I'm now becoming something like a private equity investor in publicly listed companies. During the correction in early April, I increased my stake in Ravelcare to 3.6% of the company.
If you've told me in 2024 that I'll be owning 2% or 3% or 4% in a company, I would have simply laughed. But that's what I am doing now. Change is the only constant.
Complex Ideas. Simple Words.
Think of a "DATA CENTRE " like a factory of the digital world,
where the entire internet actually works.
When you watch videos, use Google, or ask AI…
It all happens inside these rooms full of powerful computers.
Because AI is growing fast, these computers are working more than ever.
To run properly, data centres need many things (and each has a reason).
Electricity - to run thousands of computers
Cooling - because machines get very hot
Fast Internet - so data moves instantly
Backup - so everything keeps running even if power fails.
Security - to protect data from hacking
Building and running this is very expensive so only strong players can enter.
Once built, they earn steady income (like rent) from big companies.
Risks:
If electricity becomes costly or unreliable - they can earn less money.
Machines can become old quickly.
Bottom Line:
Demand will grow, but only those who manage things well will win.
First you learn… then you earn….. then you evolve. ✌️
Nature gifted oil to the Gulf, and they built prosperity from it.
Nature gifted sunlight to India, yet we never fully harnessed it through solar power.
Maybe this is the wake up call.
Sunlight could become India’s greatest strategic resource. 🌞 🇮🇳 ✌️
Effect of Tax loss harvesting on the last day of FY 26 can be seen through out the market 🤣🤣☺️
Now beginning of the new one hopefully better day by day 🎈🎈🎈
Hope for the best
#happyinvesting
Raghav Chadha spent crores on PR to push a fake narrative of taking credit for affordable airport canteens. The idea was already under discussion. NDTV reported it on 10 Nov 2024. Only after that did Chadha raise the issue in Parliament on 9 December 2024 during the Winter Session. When govt implemented plans already in motion, his PR machinery rushed to claim credit.
Is Raghav Chadha 'their' next bait? Paid Campaigns launched for his 'Image Build Up' hint at it!
'They' tried hard. 'They' Launched—
Kejriwal- Failed
Sonu Sood- Failed
Sonam Wangchuk- Failed
Kamal Hassan- Failed
Now Raghav Chadha!
Look at pattern—
1. He talked in Parliament on Gig Workers issue which was already addressed by Modi Sarkar wrt minimum payment, future safety etc. Paid Campaign launched to show Raghav Chadha is their saviour & Modi Sarkar acted after he raised the issue.
2. He talked in Parliament about high prices of food & beverages at Airport. Immediately Paid Campaign was launched 'Wah, Wah, Raghav is a visionary. He thinks so much for people'. Even 'Paise ke Lalchi' so-called RWs also did the paid Campaign. Fact—Modi Sarkar has already launched 'Udaan Yatri Café' at Airports in December 2024 for affordable food & beverages.
DON'T MISS— Raghav Chadha started distancing from Kejriwal the moment he was arrested in alleged Liquor Scam. He went to UK under garb of 'Eye Treatment' while all eyes focused on meetings with Kh@listani Sympathisers incl British Politicians & MPs.
What does this all suggest?— HE IS NEXT KEJRIWAL & IN FACT.... SMARTER KEJRIWAL!
Expect a lot of paid good press for this man in coming days—
~How he washes clothes to help his wife and is hardcore feminist
~How he only uses public transport to save the world
~How he doesn’t keep tap on to save water to create an image as environmentalist
~How he is man of science
~How he goes to Dargah, Gurudwara, Temple
~How he fasts on Karwa Chauth & is an ideal Family-man
~How he cries when he sees any kid begging on streets
His persona will be built layer by layer. Same way how Kejriwal's was built through 'India against Corruption' circus of Anna Hazare. Same way how Sonam Wangchuk's was built through Lefti$t Turkey Lover Aamir Khan's '3 Idiots'. Same way how Sonu Sood's was built by showing him Messiah of poor during COVID-19. Same way how Kamal Hassan's was built by showing him Anti-capitalist & Secular. Now it's Raghav Chadha's turn.
Stay aware of this Chameleon. He is more dangerous than any of the above mentioned because he has his 'own' brain too & a wife from that B£00dywood which can go extra miles for 'such' 'noble' person.
Who are 'they' who will do it is anyone's simple guess!
.@narendramodi .@AmitShah .@NitinNabin .@TawdeVinod