Souresh Pal
8.8K posts
Souresh Pal
@PalSouresh
Engineer by profession and investor by passion
Katılım Haziran 2022
494 Takip Edilen1.7K Takipçiler
Ukraine played with fire when they attacked Russian refinery, and now their biggest gas facility in Poltava burns.
Lesson for Ukraine: Don't throw stones if you live in glass houses.
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@storosten77 @IRTruePromise Ask Grok is currently available to Premium and Premium+ subscribers only. Subscribe to unlock this feature: x.com/i/premium_sign…
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In past hours 500 American Soldiers targeted!
"We had previously warned that the invading U.S. army, due to the powerful offensives of our armed forces and the destruction of its bases in the region, had fled and gone into hiding outside its bases.
In the past hours, two of their hideouts were identified. In the first hideout, more than 400 personnel, and in the second hideout, more than 100 personnel, were hiding in Dubai. Both locations were detected and targeted by precision missiles and drones launched by the brave fighters of the Aerospace Force and the Navy of the Islamic Revolutionary Guard Corps, causing very heavy casualties.
Ambulances have been busy for hours transferring the dead and wounded commanders and American soldiers.
Trump and the US military commanders must have clearly understood that the region will become a graveyard for American soldiers and that they will have no choice but to surrender to the divine will of the heroic people and brave fighters of Islam.
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@makdiya96057 @Shashank1171 @jitenkparmar @niteen_india I tried Vested, Indmoney and Paasa. I like Vested and use it.
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@PalSouresh @Shashank1171 @jitenkparmar @niteen_india How to buy like any specific app or brokers???
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Less fertiliser -> Less Acreage + Diversion towards ethanol = Supply squeeze. Sugar cycle bottoming out? Your thoughts @jitenkparmar @niteen_india ?
Yet another commodity guy@tleilax___
Second order effects. Fertilizer plants are closing in India because they lack LNG. India is the world second largest sugar producer.
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@AgrawalAnkittt Kuch nhi Kam hoga. Aur Jada freebies denge. Rupee depriciate hota rhega forever
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@PalSouresh Government needs to cut down spending which we know won't happen
On ground corruption is too much for manufacturing to scale which is the only way we can scale exports
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Time to mute the word INR 🤣 Yeah it's depriciating like shit everyone knows that. But not a single post on what to do to save oneself from this. Just buy gold/silver or buy comodities or invest in foreign stocks (not the US tech stocks).
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@bot128_ @tushar9590 That's forced selling along with everything.3-4 years down the line. Things will look different imo. Yesterday S&P500 was down by 1.9% and gold was up by 2% . So the forced selling part might be over.
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One of the best financial decisions I made with my portfolio gains over the last few years was buying a flat which gives me dividend every month in the form of rent.
Hope the ones who vouched for living on rent while putting their everything in equity could feel the same.
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@Kacper_PK_CH Why are you comparing BRL with INR. Inr is the worst currency and Indian stocks market is the worst performer in last 1 year. I started global investing from early 2025. That saved me from the pain.
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Brazilian Real is also holding quite well, especially when you compare it to for example Indian Rupee. It all comes down to having energy now. $BRL $INR
Kacper Piotr Kaminski@Kacper_PK_CH
$PBR – Petrobras, gotta remind myself to stay with the winners. It's run quite a bit, but to be honest it only went from dirt cheap to just cheap. I won’t predict short-term direction, anything can happen. That said, I'm staying with the core position (2/3) until trend bends, took off the trading portion (1/3) earlier, which was too soon as it turns out.
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Souresh Pal retweetledi
⚡️Theme to Track: Sugar
Trigger:
Brazil cutting sugar exports
Cane diverted to ethanol
Impact:
Global supply tight
Sugar prices supported
India beneficiaries:
Balrampur Chini Mills
Triveni Engineering and Industries
EID Parry India
Dalmia Bharat Sugar and Industries
Praj Industries
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@AgrawalAnkittt @logical_traderr It's good that people are clueless why it's going up 🤣
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@logical_traderr Its moving up in anticipation of commodity bull cycle benefiting it
But yeah walk the talk is not happening..they are constantly cutting their guidance
I've exited it some time back, might not mind entering it back if execution is back and price is attractive then
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SG Mart is up more than 50% in just a couple of months ,even in a bear market where most stocks are struggling.
God knows what the exact reason is, but price is price.
That said, the management hasn’t been walking the talk. I had already shared my concerns after the Q2 results (refer to the tweet below).
Those who didn’t exit earlier should reassess their position now- you already know what needs to be done.
Be disciplined.
The Investor Lens@logical_traderr
I won’t be posting the Q2 SGMART earnings call this time. The reason is simple — the company isn’t "WALKING THE TALK". And that’s fine. It happens. In investing, we make a few dozen bets. - Some become blockbusters. - Some do average. - Some just sit there near your entry price. - Some lose 20–30%. SGMART, for me, falls into that third category. The business is still young they’re building service centers, renewable structures, and exploring long-term growth avenues. Management remains optimistic about their guidance. But as an investor, I need something more than optimism. I need consistency. Because ultimately, hope doesn’t compound. Earnings do. I’m not angry. Just pragmatic. When I sense that capital might get locked in a slow lane, I prefer to step aside not because I’ve lost faith, but because opportunity cost is real. I’ have trimmed my position significantly. I’ll keep a tiny tracking stake just enough to stay interested. If the business finds its rhythm again — if growth returns and reflects in the P&L — I’ll be back. That’s the beauty of markets. You can always return when the story makes sense again. Looking back, maybe I was just early. SGMART’s only been listed for two years. They’re still learning, still finding product–market fit, still balancing ambition with execution. And that’s okay. This is part of the game. Sometimes you invest in a seed before it’s ready to sprout. Sometimes you step back and let time do its thing. The trick is to stay patient but not paralyzed. For me, this is a lesson in discipline. Investing isn’t about proving you’re right. It’s about protecting your capital so you can be right when it matters. Howard Marks often talks about “second-level thinking” — The ability to see beyond short-term noise and think probabilistically. And right now, the probability of meaningful compounding here seems low for the near term. So, I’ll preserve my capital. I’ll redeploy where growth visibility is clearer. And I’ll circle back when execution aligns with ambition. This is investing. It’s hard. It’s humbling. And it’s never personal. You win some, you lose some but the only thing that truly matters is how you respond. Don’t blame others for your losses. Don’t credit others for your wins. Be accountable. Markets reward those who can stay rational longer than others can stay emotional. Rant over. I’m moving on, but not moving away. Still watching, still learning. Tags : @EquityInsightss @shome_rajarshi @AmannaPrerana @tsatwork @EquityValueIn @suryachaudhary1 @Anand_shah07
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Souresh Pal retweetledi
$FMC agri business company. Priced for death trading near GFC lows /single digit PE / messy balance sheet / -91% from ‘22 ATH
-LT cycles were due a low in Nov 2025
-20W cycle low (red) was due mid-Mar
-Daily working on a breakout above ST MAs. $22 first ST target, then 200 DMA test or possible gap fill.
-Similar to my earlier analysis of $LYB chemicals from Jan, I took a long today but on weekly want to see more basing and expecting a retest around July to solidify weekly structure.
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@julius5207 You should have bought $PBR instead of $BAK back then :)
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@PalSouresh $PBR is allright but I think there are better opportunites If you want oil exposure.
Even though I would consider $PBR as well, it's a very difficult company to have a position in.
Know what you own.
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Went long $BAK today @ 3.81 USD.
Total portfolio allocation 5%.
If this position moves in my direction I will double my allocation up to 10% total allocation.
My next buy zone will be If $BAK starts consolidating around the white line.
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Except 37% of Indians, the current fall in ₹ is an absolutely alarming situation for everyone else.
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@gurjota That's why investment in global equities (Not the us tech stocks please) and precious metals (not when they were in momentum but right now is a good time ) is important. You may not like my reply but deep down you know the truth.
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It's 1970s again stagflation coming. All fiat currencies will loose value wrt comodities. It's the time of comodities and their equities.
Bushels 🌾 Barrels 🛢 & Bullion 💰@BuBarrelBull
Something big happened in the markets today that most novice investors completely missed. Gold rallied alongside oil and the dollar, noticeable, but not what’s interesting. The real story was in the bond market with the 2s/10s curve steepening sharply. Seems the market has finally looked ahead to what’s happening; stagflation.
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