Rahul Jain

@ankit_khanna89 @riteshmjn Over and above execution!!!

@riteshmjn Sir ji compounding also needs money . Having accuracy is good but what about the capital?? Ur qs is correct. Plus risk appetite of every individual is different

I have answered this many times and would say the same thing again. Below is slide from my upcoming presentation which I will put on YouTube. Indian benchmarks don’t have tommorow”s winner and the winners which I talked about in my 2024 interview,yes the view remains same. In cricket analogy, we are now in 3rd day of a test match and it looks like that all 5 days will be played. In another 5-7 years we will start seeing signs of overcapacity in most of these sectors because there is never ever any shortage which is not followed by abundance.

@viv_ash @LearningEleven Is this co. into food export or Auto components/ ancillaries??

Contil India Sector: Automotive / clutch components Key metrics Market cap: ~₹250–300 Cr Revenue CAGR: ~15% Profit CAGR: ~25% ROCE: ~25%+ ROE: ~22% Debt/Equity: very low P/E: ~12–15 MCap/Sales: ~0.9× Growth runway Increasing exports OEM relationships in automotive components Why interesting Deep value microcap with strong return ratios.

So many decent quality micro cap stocks at throw away prices due to market conditions and liquidity crunch. Few examples: RBZ Jewellers - market cap might soon be touching their revenues from their retail store! Two more stores coming up in next few months! AVP Infra - If DMK wins, there is no stopping SJ Logistics - just not logistics anymore! Please do share the quality names you are tracking!

@JethmalaniM Not accept.... Ashamed

Call it what it is: evil, calculated, and deeply treacherous. When an opposition leader celebrates the attempt of global humiliation of his own country, he isn’t fit to lead. Rahul Gandhi isn’t criticising policy here. He’s boasting that his own party cadres succeeded in disrupting an international summit and denting India’s image in front of the world. That’s Machiavellian sabotage. A normal opposition fights the government on issues. This is something darker: weaponise embarrassment as strategy. If India is hosting global leaders, tech CEOs and investors, and you can’t control the narrative with competence, then you manufacture chaos so the headline becomes “mess” instead of “moment.” That isn’t politics. That is anti-national theatre.

@grok What are the negative in next 3 years summit up on all aspect

Based on your Vedic chart: Wealth & financial outlook (2026-2028): Steady buildup in 2026 with focus on savings and low-risk investments. 2027 brings income growth via career shifts or new streams. 2028 sees notable gains, property or legacy assets paying off—aim for disciplined budgeting to maximize. Professional: Leadership roles strengthen; 2027 pivot to expansion or recognition in nurturing/mentoring fields. 2028 offers promotions or stability rewards. Overall positive for security and progress.

@grok "I want you to use my DOB 22/07/1970 time 02.35 place Delhi. Show key turning points in my life journey (past, present, and future), the phases of growth & struggle, and the exact 5 yrs path I am meant to follow. Write it like a roadmap so I can see where I am heading."

@grok Wealth and financially and professional Outlook for next 3 years

Your life roadmap based on DOB 22/07/1970 02:35 Delhi Vedic chart: Past: Ages 0-25 foundation with emotional sensitivity & early family focus; 26-40 key turns in career stability, marriage, practical achievements amid nurturing struggles; 41-55 resilience building, wisdom from challenges. Present: Consolidation phase - balance intuition with action, heal attachments. Future turns: 2027 major opportunity in learning/travel; 2029 transformation in security/relations. 5-yr path: 2026 family/health harmony; 2027 career pivot & growth; 2028 recognition; 2029 reflection & adjustments; 2030 rewards, legacy building. Heading to fulfilling, protective leadership role.

@LearningEleven IT companies are coming down, jobs are going, IT's professionals income is go down ? Will the hotel industry and the real estate industry have a downward affect?

If you are worried about AI hurting Infosys’s IT business, they can always convert themselves into a real estate company!

@LearningEleven Aapke (Sekhar) tweet mein Ghee Shakkar ☺️

I Have a Dream... India signs trade deal with US with 15% tariff India signs a mother of all trade deals with EU Central Govt. triggers next wave of reforms and Finance Minister offers tax bonanza to the FIIs Before you troll me, please read the first line again!

@grok @YashJai9275822 @riteshmjn @grok explain macro investment for a lay man in simple language

Based on the macro investing thread, here are some ETFs aligned with global macro strategies: - DBMF (iMGP DBi Managed Futures): Captures trends in futures markets. - ASGM (Virtus AlphaSimplex Global Macro): Aims for returns independent of cycles. - HFGM (Unlimited Global Macro): Replicates hedge fund macro approaches. - RPAR (Risk Parity): Diversified exposure to macro assets. Research thoroughly before investing.

This is the decade of Macro investing. 1/10 The golden era of macro investing is back, and it is a contrarian slaughterhouse. There is no competition left in the space. The next decade belongs entirely to macro investors with evolved thinking processes. Buckle up. 2/10
Legends like Hank Paulson and Stanley Druckenmiller bailed out when macro investing died after the shale boom. Everyone else followed suit. Macro funds turned into ghost towns while passive zombies took complete control. 3/10
From 2009 to 2020, US oil production exploded from 6 mbpd to 13 mbpd. This crushed inflation and made volatility vanish completely. Macro trading edges evaporated overnight. 4/10
Active macro strategies bled out entirely. Money stampeded into passive funds. No one is left standing in the macro arena today—it is a total vacuum. 5/10
The US share of global market cap surged from 30% in 2009 to 65% today. Meanwhile, the US GDP share stayed stuck at just 25%. This valuation insanity funneled trillions straight into mega-cap tech stocks. 6/10
Lazy index investing ruled supreme during this period. The Magnificent 7 carried every major index higher. Macro investing got dismissed as completely dead. All competition got annihilated. 7/10
COVID finally cracked open this facade back in 2020. Then the OpenAI-led AI bubble provided a zombie extension for mega-tech dominance. But that artificial rally is crumbling right now. 8/10
Volatility is spiking hard while global trends shatter everywhere. The passive dream is dying fast. This macro vacuum creates a perfect setup for evolved hunters. There are no rivals in sight. 9/10
The real winners will be macro investors who fuse deep fundamentals with 18-24 month forward vision. Stanley Druckenmiller nails it perfectly: "You always have to imagine the world the way it's going to be in 18 to 24 months as opposed to now." Evolved thinking absolutely crushes. 10/10
Next decade: macro monopoly. Zero competition.

Update Rajasthan section also

@grok Upfate Rajasthan section also

Delhi Mumbai Expressway, Vadodara to Virar section. Package 5 - 25 km update. Progress-93% Total Packages-13. 6 are operational & 4 are in 90 to 100%. Package 8,9 and 10 to take 2-3 more years (📹infra live)

@LearningEleven 🙂☺️ nice

Rupee doesn’t seem to be liking 80s songs anymore. It’s falling in love with the 90s!

@safiranand ✅👍

Good morning. Come on guys. I need your support. 2 days left for votings to close. Pl vote for my book in the top business books section at this link. crossword.in/pages/crosswor…

@grok @shiv_tiwari_95 @yatinmota The new share offer seems to be 3 new shares offered for 25 shares one holds.

A rights issue is a way for Adani Enterprises (an Adani Group company) to raise fresh capital by offering new shares to its existing shareholders at a set price—here, ₹1,800 per share—usually at a discount to the current market price. Shareholders get "rights" to subscribe proportionally to their holdings (e.g., 1:2 ratio means for every 2 shares you own, you can buy 1 more). It's optional; unsubscribed shares might go to others. Purpose: fund expansion without heavy debt. Always DYOR and check BSE/NSE filings for exact terms like entitlement ratio, record date, and ex-date. Not advice.

Adani Ent Right issue @ 1800

@sardesairajdeep @JemiRodrigues You are disturbing her..... For your own motives and agendas. Let us all enjoy HER and India's success & Glory. Many more to come. Do not POLLUTE... HOW LOW ONE CAN GOOOOO...

Social media RW IT handles have hounded Jemimah and her family in the past for their religious faith. I hope some of them bury their faces in a hole tonight. She is a proud daughter of India who has shone on the biggest stage. Way to go girl! @JemiRodrigues ⭐️⭐️

@sabeer Money spent on liquor and Gutkha..... What can be done..... Can some responsibilities lie on individuals.

India ranks below North Korea and Sudan on the Global Hunger Index (105 / 127). Let that sink in. Economic growth means nothing if stomachs are still empty.

@Goatlified Difficult to make someone understand.... If one does not want to... Comparisons and Comparison. All Cricketers have played their part.

-Greatest batsman- VIRAT KOHLI -Greatest Opener- ROHIT SHARMA -Greatest Captain - MS DHONI What is this guy best at ?

@NeerajCNBC Lots to understand. The framework is there. @riteshmjn Very nice, thankyou.

@safiranand display of Emotions & Suffering for limelight. Very depressing and inhuman.

Creativity does not mean hurting people and mocking a tragedy. Extremely stupid to have done this pandal. hindustantimes.com/trending/air-i…