Vivan kumar

आदि है ,अंत है ,शिव ही अनंत है । समय है ,काल है , शिव ही महाकाल है।। ॐ नमः शिवाय 🙏

I have bought Madhya Bharat Agro Products at 428.14 today. Target 10x in 5 years.

I have bought Viviana Power Tech at 1610 today as a part of the SME Portfolio. Target 10x in 5 years.

I have bought Ashapura Minechem at 669.65 today. Target 10x in 5 years.

I have exited Utssav CZ Gold Jewels at 169.50 on October 1, 2025 (bought on August 13, 2024 at 140.35) as a part of periodic portfolio rebalancing.

I have exited Tembo Global Industries on July 9, 2025 at 529.95 (bought on Sep 26, 2024 at 493.40) as a part of portfolio rebalancing. The plan is to watch Tembo for some more time sitting on the fences and re-enter it again at a point of enhanced clarity of potential bottomline.

x.com/NiftyGranmaste… Crossed 4x !! 4x in 18 months — ASM Technologies just etched its name in the tape ! From my entry at 999 on February 26, 2024 to a high of 4199.95 on Sep 11, 2025. Compounding doesn’t always need decades- it just needs the right story told at the right time ! Holders call it conviction. Non‑holders call it fleeting luck. And the tape calls it another chapter in the legendary investing textbook of @NiftyGranmaster Those who bought early were the visionaries. Those who came later are the optimists. And those who stayed out are going to become the storytellers !

x.com/NiftyGranmaste… Jeena Sikho Lifecare has crossed 3x in just over 1 year. From my entry at 258.80 on 16 Aug 2024 (pre‑split 1294) to today’s 837, what began as a structural and strategic bet on India’s wellness revolution has matured into another validation of patience-backed conviction. Jeena Sikho Lifecare is yet another example of 𝗦𝗽𝗼𝘁𝘁𝗶𝗻𝗴 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗮𝗹 𝗧𝗮𝗶𝗹𝘄𝗶𝗻𝗱𝘀 𝗕𝗲𝗳𝗼𝗿𝗲 𝗖𝗼𝗻𝘀𝗲𝗻𝘀𝘂𝘀. In August 2024, the consensus was still half‑asleep to the structural changes brewing in AYUSH. Post‑COVID Pharma chatter had faded. And the AYUSH sector was merely a polite murmur in the corner. Too “niche” for the big funds, too “slow” for the momentum chasers. But if you listened closely, you could hear the hum of something building — a 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗮𝗹 𝘁𝗶𝗱𝗲 that would not be stopped and a 𝗱𝗲𝗰𝗮𝗱𝗮𝗹 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗮𝗹 𝘀𝗵𝗶𝗳𝘁 that was underway. India was pivoting from reactive treatment to 𝗽𝗿𝗲𝘃𝗲𝗻𝘁𝗶𝘃𝗲 𝘄𝗲𝗹𝗹𝗻𝗲𝘀𝘀, as post pandemic awareness rewired consumer priorities. The Government policy was also aligning with heritage. India’s wellness revolution wasn’t a quarterly theme — it was a decadal structural shift. Most saw it as “alternative medicine.” I saw 𝗺𝗮𝗶𝗻𝘀𝘁𝗿𝗲𝗮𝗺 𝘄𝗲𝗹𝗹𝗻𝗲𝘀𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗺𝗮𝗸𝗶𝗻𝗴 — a 20‑year runway, not a 2‑year trade. This 2‑𝗱𝗲𝗰𝗮𝗱𝗲 𝘀𝗵𝗶𝗳𝘁 toward preventive healthcare was going to be an irreversible wave. And this wasn’t just about chasing a wave — this was more about finding a wave‑creator and identifying a superior business model. Jeena Sikho’s business model was 𝗰𝗮𝗽𝗶𝘁𝗮𝗹‑𝗹𝗶𝗴𝗵𝘁, 𝗳𝗿𝗮𝗻𝗰𝗵𝗶𝘀𝗲‑𝗱𝗿𝗶𝘃𝗲𝗻, 𝗮𝗻𝗱 𝗲𝘅𝗽𝗼𝗻𝗲𝗻𝘁𝗶𝗮𝗹𝗹𝘆 𝘀𝗰𝗮𝗹𝗮𝗯𝗹𝗲. While others poured crores into concrete and steel, Jeena Sikho scaled through partnerships, keeping ROCE above 70% and debt at zero. • Setup cost: 2.5–3.5 lakh per bed vs 15–25 lakh industry norm. • 53 of 111 facilities run by franchisees. • Payback periods under 6 months for smaller hospitals. This wasn’t just a healthcare company. It was a 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺 𝘄𝗶𝘁𝗵 𝗻𝗲𝘁𝘄𝗼𝗿𝗸 𝗲𝗳𝗳𝗲𝗰𝘁𝘀 ! By August 2024, Jeena Sikho had: • NABH accreditations at scale with 24 NABH accredited facilities (~12% of India’s accredited Panchakarma centres). • CGHS empanelment and insurance coverage — rare in this niche segment. • A track record of consistent reinvesting into brand, process, and training. The story was obvious — but only for those who were looking in the right place. Brokerage reports didn’t capture it. Quarterly screeners didn’t flag it. But operational metrics, patient throughput, and franchisee economics- all were telling a different story ! This was a team that could scale without losing soul ! Bridging five‑thousand years of Ayurvedic wisdom with modern delivery wasn’t a line in excel valuation models — it lived in the operational metrics you only see after you do the 𝗱𝗲𝗲𝗽 𝘄𝗼𝗿𝗸. Product development, quality control, supply chain reliability, clinical validation and brand trust were the real inputs. Those are the knobs you turn to move from idea to repeatable revenue, and they’re invisible to anyone who skims quarterly slides. Jeena Sikho’s mirrored 𝗡𝗲𝘄 𝗜𝗻𝗱𝗶𝗮’𝘀 𝗰𝗼𝗻𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻 𝘂𝗽𝗴𝗿𝗮𝗱𝗲: rising disposable incomes, health consciousness as a lifestyle choice, trust in indigenous brands and preference for natural cures over the synthetic. Today, Jeena Sikho becoming 3x is not just a healthcare play. It is a 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗮𝗹 𝘀𝗵𝗶𝗳𝘁 identified at its right time and monetised ! This monetisation which is the visible today is the outcome of the process and art of weighing structural tides against business 𝗺𝗼𝗮𝘁, of matching patience with the right vessel rooted in conviction. Conviction is built in silence, far from headlines and far from heat, where you sit with the work and you sit with yourself. You test the thesis, you test your nerve and you wait for alignment. And I don’t share these milestones to 𝗽𝗼𝗹𝗶𝘀𝗵 my trophy — I share them to sharpen my blades. My every post is a timestamped ledger- a public ledger of how conviction is built before the crowd arrives. I write to remember — what I saw and why I acted, and what held in the storm when the screens were quiet. Documenting the journey creates accountability; Accountability sharpens the edge. The ledger teaches, and the ledger forgives nothing ! Compounding is slow at first; signals are faint while noise is loud, and the middle feels boring — which is exactly where you win. In Investing, let's think banyan, not bamboo — roots first, canopy later. A banyan spends years strengthening its foundation before its canopy begins to offer shade. Choose the banyan’s deep, anchoring roots over the bamboo’s quick, fragile rise if you want to build for permanence, not just for pace. Lay a deep, fundamental base before chasing rapid growth. When the market’s heavy rains arrive, those roots will only get deeper and stronger and not get washed away. Jeena Sikho was that banyan tree seed, planted in patience, compounding underground and its canopy is offering shade today. Jeena Sikho is proof that clarity before consensus and courage before comfort still compounds in public. Let's celebrate this milestone. And I am not closing a chapter; I am renewing a vow to raise the bar again and let the ledger speak for itself again !

Pls bring the same rules for Government jobs as well.

Crossed 2x !! Jeena Sikho Lifecare has crossed 2x in less than 12 months ! Jeena Sikho Lifecare is en route to a trajectory of exponential growth cycle with its market capitalisation likely to cross the 25,000 Cr mark in the next few years. x.com/NiftyGranmaste…

Crossed 2x !! ASM Technologies has crossed 2x mark from the entry level. And 2x appears to be just a warm-up only ! ASM seems to be gearing up for a mega unchartered bull run that may be enflamed by the possible numbers it may post in forthcoming quarters. x.com/NiftyGranmaste…

I have exited Lagnam Spintex at 115.80 today as a part of periodic portfolio rebalancing.

I have bought Data Patterns (India) Ltd at 2625.10 today. Target 10x in 5 years.

I have bought Blue Jet Healthcare at 817 today. Target 10x in 5 years.

I have made exit from Black Box today at 360.40 as a part of periodic portfolio rebalancing.

@TimesAlgebraIND EAM S Jaishankar SLAMS 'West'. "...The West was busy encouraging non democratic forces in the global south, it still does.."

I have bought PG Electroplast today at 650. Target 10x in 5 years.

I have exited Australian Premium Solar (India) on January 28th, 2025 at 410.30 (bought on June 10, 2024 at 402) as a part of periodic portfolio rebalancing.

I have exited Venus Pipes & Tubes at 1307.20 today (bought on April 3, 2023 at 777) as a part of periodic portfolio rebalancing. Returns: 68.23%. x.com/NiftyGranmaste…

I have exited Trident Techlabs today at 1445.25. I am not feeling comfortable with the current valuations and the plan is to re-enter after some time.