Rahul Arya

Glad to share my first 100x and also my first conviction buys when i started my investing career . JBMA what a beauty u have been …. Thanking 🙏🏽 God and many mentors along this path of continuous learning…. #BitcoinETF

@abshekkolli @LearningEleven Correct ✅ .

@LearningEleven Let me guess the company name it is Dee development engineers? Sir.

Published an article on High-Pressure Piping Solutions company. 1. Covered why and how it's different from a regular piping companies 2. The investment thesis 3. How does the FY27 looking like 4. The optionalites that could possibly re-rate the company. Let's learn about one company at a time!

Connplex is granted the Patent for an invention titled “AN ACTIVE LED/LED SCREEN INTEGRATED WITH NON-DCI SERVERS” This is some good stuff as LED integration with Non DCI servers would really be a cost saving factor for the cinema owners while at the same time providing comparable picture quality !! Apparently you can also play a 4k resolution non encrypted content with a Non DCI LED screen with much more flexibility !! #connplex

@LearningEleven Congrats Sekhar bhai !!

My son has cleared CFA Level III, results were announced today. Truly a very satisfying day! Perhaps it’s a different generation, but at 21, my exposure was largely limited to academics.

Building a full-stack AI-driven travel technology platform combining Marketing + Distribution + Pricing + Guest Engagement into one integrated platform (UNO).

Rategain Travel : Case of a management thats has been beating guidance since inception. Sojern acquisition should be the next growth lever to do the same and assist in $1 Billion revenue target by FY30. AI should be a good enabler to them in doing so. Few Notes 👇 #rategain #TravelTrade

@drprashantmish6 100% . Nothing goes without the basic Platin…

@caniravkaria Thankyou sir 🙏🏽

@RahulArya7 Superb Rahul bhai 🙏

Worth studying ahead 📚 📚 📚 Parth Electricals & Engg Ltd...CMP 302 This man is waiting for 259 to come... 95% domestic sales and hence exposure to global situation strongest support level to come 259 ? Will it come ? 225-240 is good zone for studying 📚 📚 📚 Total order value ₹216.86 Crore stands as on 1st April 2026, which expected to be delivered between April 2026 to June 2027. Cash flow needs to be improved substantially Website can be accessed via:- parthelectricals.in (Not a recommendation Purely for educational purposes) Disc: not invested

Hospitals : Greenfield expansion expected by FY29 across the leading names 👇 Artemis going all out both in brownfield and greenfield expansion . #hospitals

@parakhshah07 When is capacity coming online ? And what is the capacity expansion ?

Apsis Aerocom - Build-to-print precision manufacturer serving defence, aerospace, and healthcare OEMs - Mcap - 200 crs - Low debt & positive cash flows - Trading at PE of 25-30x FY26 & 15-20x FY27 - Almost entire IPO funds for doubling the capacity - Risk: margins & execution

@Vismaya9999 @Tijori1 Investing is one area which can’t be replaced by AI. Its much beyond numbers and ratios…

I have Tijori subscription @Tijori1 If people purely depends on these AI generated research reports for investment purposes, then no one invest in any company It’s a cheap tactic by Tijori to sell their products They are actively commenting on Tweets that talk about Oriana and say it has many red flags When you click on their research link- it asks for money to see the report I can challenge Tijori, despite all the red flags they mentioned, still Oriana Power is blind investing considering the current n foreword valuations n growth Don’t waste your money by clicking the link to get the research report

Onshore vs Offshore Wind Power Landscape : Credits : Centrum Broking #windpower #renewables

Suven Life : Anything is possible. The Annual Reports are a treat to read. Complete R&D driven DNA with superb pipeline @_healthZwealth_ #suven #PharmaExhibiti #research

@IshanTanna1 Nice write up … 1 question . Why did they sell domestic position first ? Had they squared off offshore position first , wouldn’t they have been in a win win situation ?

Yesterday Bank Nifty crashed ~4% today. Rupee is swinging wildly. At first glance, it looks like panic. But this isn’t panic — this is a forced reset. Let’s break it down. Thread 🧵

Wind Power : Very bullish scenario Global wind power capacity to increase from 1100GW to 2TW in the next 5 years , expecting to be supplying 18-20% of the global supply from current 9-10% . Read below 👇 #windpower #renewables

Wind Turbines and their evolution. This is directly related to the growing contribution of Wind Power in the energy landscape . Very bullish on this segment for the next 5 years. Credits : Centrum Broking #windpower #renewables

Solar Cells: Maximum efficiency under ideal conditions is approximately 33%. Currently HJT modules have been seen working at an efficiency of 23-24% #solar #renewables

@viratmahen @dwivedmanish I am at a loss of 35% . Cant say more . Promoter doesn’t have intention to create wealth for all share holders . Learning . Let results come …

@RahulArya7 @dwivedmanish Sir eppelton ka pat 10cr , expectations were 20 cr , how's looking now ?

6 years ago !! Same day 23rd March , the feeling was same among many investors as its today . Despair 😞 with that feeling of losing so much. People thought its the end of markets and all. What happened next was life changing for many those invested . Many good investors made life changing money in the next 4 years . Markets rewarded them with financial independence and beyond their own expectation Many those whose invest in such markets as today’s will again make life changing money 💰. The old saying stands true in every phase of life . “Fortune favours the brave” #investing

Fundamental reason : There is no entry barrier in becoming a power infra company. Obviously the scale comes with time . For being a power equipment company there are so many stringent compliances and approvals from different entities . And the manufacturing requires different capex and commitment and technical know how . And then “n”other differences too, to compile down here ….

Power Equipment stocks are trading at 30-50x FY27 PE Multiples Good quality power Infra stocks are trading at 5-8x FY27 PE multiples and may be 3-4x FY28 PE multiples. Bahut Nainsaafi Hai My Lord. 😂