Dr. Parth Patel

My current Watchlist+ Portfolio ASM technology RIR power Optimus infra Kerala Ayurveda Danlaw technology AP lab Tapi Fruit Omnitex Anlon technology Fredun pharma Law Sikho Kings infra Atlas cycle Holmarc Sealmatic DMR hydro Plus working on few more

Respected @nsitharaman ji and @FinMinIndia , Suggestion 1 of 3 for strengthening India's capital markets: Long-term capital gains tax on listed equities should be abolished. A long-term shareholder is not a speculator but a provider of patient risk capital. By investing in and holding businesses, investors help companies expand, create jobs, innovate and contribute to India's economic growth. India requires enormous amounts of long-term capital to build world class enterprises, infrastructure and global champions. Tax policy should encourage households to move savings from passive assets, including imported stores of value such as gold, into productive businesses that create jobs, generate tax revenues and build national wealth. The appreciation in a company's value is not created in isolation. During its growth journey, the government already collects corporate tax, GST, income tax from employees, customs duties, stamp duties and numerous other levies. Long-term capital gains are often the final outcome of economic activity that has already generated substantial tax revenues. Most importantly, tax policy should clearly distinguish between investment and speculation. A long term shareholder is a partner in wealth creation, not merely a participant in market transactions. Tax policy should reward long-term ownership of productive businesses and distinguish it from short-term speculation. India needs more patient capital, more entrepreneurship and more long term investing. Abolishing long-term capital gains tax on listed equities would be a powerful step in that direction. Respectfully submitted.

‘One Nation, One Election’ can save nearly 7 lakh crore rupees and increase India’s GDP growth by 1.6 per cent: JPC READ: newsonair.gov.in/one-nation-one…

@sandeepraop1 Perfect sign of Legend with Down to Earth attitude 👏👏

Have replied to all DM that’s was pending since long time… thanks for interaction as some of you are far better stock picker but for some reasons you are not coming to limelight… let’s keep interacting to find new multi bagger’s

@Girish_H_N Rightly said

@Parth_Patel1925 Here is my opinion on FIIs selling. BUY FEAR SELL GREED: x.com/Girish_H_N/sta…

Multiple Negativity about #INDIA now #INR and #Crude become headache for us People losing hope for Govt News channel discussion showing negative sentiment Are we entering into Multiyear Bull Market which will outpace 2003-07 bull Market?? Yess I'm very much sure😊 Let's Start..

@Iamsamirarora @Iamsamirarora Sir , if you had watched Anil Kapur sir's NAYAK movie I wish you would become FM of India for just 1 Day 🤞☺️

Good discussion- check it out. youtube.com/watch?v=-CKLll…

India imposes 20% withholding tax on bonds held by foreign investors. Many major nations do not tax bond investments. If the Govt cuts TDS from 20% to 5%, India will be included in global bond indices which can lead to inflows of $45-50 Bn & higher allocation by pension funds

This is totally false. Not an iota of truth in this. There is no question of putting such restrictions on foreign travel. We remain committed to improving ‘Ease of Doing Business’ and ‘Ease of Living’ for our people.

@narendramodi Sir I'm blind follower of BJP and yourself since last 10 yrs Just humble request from me " We need to create Big capital Market here in our BHARAT ,so our companies can invest heavily in R&D and expend thier operations everywhere..Please ease capital Market rules and taxes Sir

@tushar9590 Bro In which OTT it's available

What's your all time favorite Web Series? Mine is 'LOST'

CFF fluid results Excellent YoY Flattish H1 vs H2 but still good CFO still a struggle!! Vaulations will cool off a bit 2027-28-29 bumper move ??

@vinayak_kh56506 @MayankKapur16 Bro regarding UPS I want to discuss with you regarding one Ultra MICROCAP Can we please discuss it in DM ??

A big opportunity in Data Center no one is talking about- India has 1.5 GW of DC which will exceed 5GW in 2030 Problem- AI load can cause power usage to spike 10X in Milliseconds. But the grid can't cater to this surge Solution- UPS + DG Set + BESS 1. UPS - acts as the shock absorber that catches millisecond spikes instantly to keep servers from crashing - provides backup for 1 -10 mins 2. BESS - Provides battery backup - Setup Cost = Rs. 3 Cr. / MWh 3. DG Set (Diesel Generator) - For backup during longer power outages - Setup Cost = Rs. 1.1 Cr. / MWh All the 3 together to provide stability and cost effective power backup at times of downtime. A 100 MW Data Center will require - 150 to 200 MW UPS - 200 MWh BESS - 110 MW of generating capacity DG Sets Want us to do a deep dive on this space?

@vinayak_kh56506 @MayankKapur16 🤞🤞🤞🤞

@Parth_Patel1925 @MayankKapur16 All the best, we are in the same boat.

Indian Shipbuilding Deep Dive (with @MayankKapur16 ) Part-3: CFF Fluid Control Fact - CFF is the only SME with an Authorized Equipment Manufacturer (AEM) status for the Scorpene (P75) submarine's critical fluid systems. 0:00 Introduction 1:03 CFF Fluid Intro 1:47 History 2:27 Types of Submarines 8:00 Upcoming Projects 11:27 ToTs and Partnerships by CFF 14:12 Opportunity for CFF 18:45 Phases of building a submarine 20:30 Thesis and Anti Thesis Which other companies you want us to deep dive into, comment below👇

10Y yields are about to blast through if Trump doesnt TACO This time even Iran feels the pressure, they are running out of storage A likely end to the war soon?!

@Maaachaaa69 Haha 😂

@Parth_Patel1925 Bharat is known for jalebi , samosa and not NVEDIA or Microsoft /APPLE Fund managers keep on raising hope of Investor's for INDIA's CHIP for oblivious reason .

#RNIT AI Solutions Ltd (RNITAI) – FY26 Audited Results – Solid FY26 Results! Q4 Revenue ₹17.62 Cr (+42% YoY) | Net Profit ₹4.35 Cr (+27% YoY) Full Year: Revenue +60% to ₹51.5 Cr | PAT +67% to ₹12.02 Cr Margins expanded strongly to ~40% AI + e-governance play delivering real growth amid thin float.

@vinayak_kh56506 @MayankKapur16 Yeah Thanks for clarification I'm holding good quantity from lower level Let's hope for best 🤞

It's definitely a possibility and we have discussed P77 (which is Indian nuclear submarine project) as a possibility for the company as well But nuclear out of P77 seems like a long shot. Although their parent Flash forge has experience of working with Titanium and Inconel but alongside CFF should have the balance sheet strength for that as well. Nuclear should be treated like an optionally and i would never include it in the valuation for the company as of now

RIR POWER: Having told BIG things now mgt seems to be shy in making any new announcements other than Quarterly earnings calls… progress on Orissa project is KEY…new CEO is go getter person & turnaround specialist & has skin in the game…EXECUTION is imp and it’s TIME 4 DELIVERY