Sunit | Stock market kid

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Sunit | Stock market kid

Sunit | Stock market kid

@SunitXing

In the Journey from 'Below Poverty Line' to 'Financial Freedom' 📈 | Fond of Reading 📒| Proud Indian 🕉️| Been there 🇮🇳🇸🇦🇦🇪🇶🇦🇲🇲🇳🇵🇧🇹

Bharat Katılım Nisan 2011
605 Takip Edilen6K Takipçiler
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Sunit | Stock market kid
Sunit | Stock market kid@SunitXing·
📊 Portfolio Update: January'2026 (Mainboard 12%, SME 88%) - 1️⃣ Oriana Power - 35.30% (avg.₹2225) 2️⃣ GSM Foils - 16.35% (₹79) 3️⃣ Felix Industries - 10.50% (₹185) - 4. Quality Power - 9.90% (₹596) 5. Viviana Power - 7.80% (₹420) 6. Cosmic CRF - 7.70% (₹1150) 7. Akiko Global - 5.84% (₹117) 8. Aimtron Electronics- 3.00% (₹727) 9. Parth Electricals-1.60% (₹198) 10. Tembo Global - 1.10% (₹579) - 🌱Have tracking positions in- Apollo Microsystems, WaareeIndo and Varvee Global. 👀If I had cash in hand, I would have bought/added these at CMP- RNFI, Rajesh Power, WaareeIndo, Kalyani Cast-tech, Tembo, SJ logistics, Alpex Solar, Nephrocare, Sirca paint, Stallion (have more in the wishlist). - ⚠️ Disclaimer: I share my portfolio for the sake of social interaction only. Please don't buy/sell based on my portfolio. My churning rate is very high. Allocation style is even worse.
Sunit | Stock market kid tweet media
Sunit | Stock market kid@SunitXing

🍕Portfolio Update: December'25 (Mainboard 13%, SME 87%) - 1️⃣Oriana Power - 38.80% 2️⃣GSM Foils - 15.35% 3️⃣Quality Power - 9.90% - 4. Felix Industries - 8.77% 5. Viviana Power - 7.50% 6. Akiko Global - 6.90% 7. Kalyani Cast- 4.05% - 8. Cosmic CRF - 1.90% 9. Tembo Global - 1.70% 10. Sunita Tools - 1.50% 11. Alpex Solar - 1.35% 12. Apollo Micro- 1.05% - 13. Nephrocare - 0.75% 14. WaareeIndo- 0.40% - 🔸Took a 'risk' of overallocation in Oriana deliberately. Seems worth taking the 'risk' looking at its forward valuation. 🔹Want to add more Tembo Global next week. ▪️Sold Rajesh Power temporarily. Will buy again if the price stays at this level. ▫️Too many names in the wishlist😄 - ⚠️Disclaimer: please don't buy/sell any stock based on my allocation. My churning rate is very high.

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Sunit | Stock market kid
Sunit | Stock market kid@SunitXing·
Happy Financial Year 2027 - Managed 8% returns in FY26; didn't go as well as I was expecting but it outperformed the Nifty and Smallcap index, that's enough reason to be happy for. - Back in 2018, when I started my investment via MF, the goal was to beat the index returns. In 2021 when I started active investing, my goal became beating MF and of course the Index. Although, 2023-2024 were outliers, the turmoils in FY25-26 have taught me to stay grounded. This will help in shaping up my future investing journey. - Thanks to many amazing people who directly/indirectly helped/helping me in learning/experiencing this journey🙏🏻
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Samit Vartak CFA
Samit Vartak CFA@SamitVartak·
In my experience, this is probably the first time the Mid & Small cap indices have outperformed the Nifty 50 during a crisis time. It's also extremely rare to see the Mid & Small cap indices (avg of the two) beating the Nifty 50 near the bottom of the cycle. Their avg CAGR has outperformed during the last two tough years as well as all the below trailing years. I am not that surprised as their balance sheet, P&L and cash flow quality has substantially improved post COVID. I believe the biggest multi-baggers will emerge from this space as the earnings growth differential will be significant going forward. Because of the quality differential today vs during pre-COVID period, I would be surprised if their valuations correct to levels seen during the previous crashes. We probably have the best corporate quality and least stressed financials currently compared to any other previous big crisis.
Samit Vartak CFA tweet media
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Sumit
Sumit@PAOTrader001·
@LearningEleven Promoters mismanaging operations and working capital but smartly handing over their stake to public
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Sekhar
Sekhar@LearningEleven·
Blue Jet - Jet nikal Gaya, Blue rehgaya
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Hanu Rao
Hanu Rao@HanuRaoG·
#cosmicCRF #cosmic CRF Not a recommendation or buy/sell/hold advice.. What a brutal correction and a drag down from 52W high!!! I am holding from past 18 months and still holding. Right now, I am -50% down from my purchase price!!! In these 18 months, many people followed me, appreciated me and double the people pulled my legs and gave negative comments. But I am holding with my own conviction. So far, I haven't seen any red flags or negative news in the company. Same thesis since from past 18 months from the company and no change. I still believe, Cosmic CRF is dark horse 🐎 Market cap: 547 Crores PE : 15 Estimated revenue FY26 : 600-700 crores Profit FY26: 50-60 Crores Order book : as per BSE announcements, Till last November 2025 : 625 Crores Last week, 40 Cr order announced. 625+ 40 = 665 crores ! Share holdings Pattern : Promoter + Ashish sir + RJ sir Holdings = 75% Backed by best investors community and dynamic promoter Aditya Vikram Birla. Definitely during this crash, I think many retailers are already sold. My pure guess. I believe, this war will end and market will recover and cosmic will thrive to the new milestones !!! Only time will tell.... Har Har Mahadev 🔥🔥🔥
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Sunit | Stock market kid
Sunit | Stock market kid@SunitXing·
@tsatwork That dilution has been completely absorbed by the FII and DII. But don't know about the future of course.
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Tushar Sarkar
Tushar Sarkar@tsatwork·
@SunitXing EQT diluting it's stake regularly is temporary hangover, which will continue till they sell off completely
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Sunit | Stock market kid
Sunit | Stock market kid@SunitXing·
Sagility Ltd. Mcap- ₹19,549cr - Great business to study in this market. They provide healthcare solutions to top US healthcare businesses. The current war has no direct negative impact on their business, yet it was down purely because of negative sentiment. - Valuation is on the lower side. PE re-rating is inevitable, plus EPS growth, currency appreciation- should give a good return in the near term. A strong business for long term holding as well. - Bought a token quantity today. Will add more next week.
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Sunit | Stock market kid
Sunit | Stock market kid@SunitXing·
When the amount of weekly portfolio erosion is much bigger than your salary! Monthly fresh cash deployment seems futile, impractical and meaningless! 😶What a dilemma!
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Sunit | Stock market kid
Sunit | Stock market kid@SunitXing·
Imagine the level of inhumane tortures Captain Saurabh Kalia faced before getting killed 💔😢. And the govt. stayed silent. Hate is not enough for Congress.
SagasofBharat@SagasofBharat

Saurabh Kalia's post Mortem revealed he was tortured with -burning Cigarettes -piercing eardrums with hot rods - gouging out eyes -fracturing skull -chopping of lips, noses & private organ ALL WHILE HE WAS ALIVE. Defense Minister AK Antony under UPA govt refused to pursue this case internationally to punish the perpetrators.

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Sunit | Stock market kid retweetledi
STR
STR@sachprat07·
👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform. 👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional. ——— 👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform : 💠 OBSC Perfection 💠 Aimtron Electronics 💠 Yash Highvoltage 💠 CFF Fluid Control 💠 DSM Fresh Foods 💠 L.T. Elevator 💠 Monolithisch India 💠 GSM Foils 👉Across Different Sectors. One common place. 🔗 smeresearch.github.io/SMEGems 👉Stay tuned for more insights ——— ⚠️ For educational purposes only. Not investment advice. Please DYODD. #SMEGems #SMEPlatform #HiddenChampions #SME
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THE SKIN DOCTOR
THE SKIN DOCTOR@theskindoctor13·
This is what real humiliation looks like: an enemy turns your country into their hunting ground, killing at will, and all you do is run to the US president and beg for help despite having the world’s second-largest army. And then you have the sheer audacity, the nerve, to mock the current incumbent as “surrender”? The very person who responded to such provocations by crossing the LoC twice and the IB once, forcing Pakistan to run to the US for help, the exact opposite of what happened before him.
NDTV@ndtv

Obama assures PM Manmohan Singh that he will tell Nawaz Sharif that it is in Pakistan's interest to crack down on terror groups: sources

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Sunit | Stock market kid
Sunit | Stock market kid@SunitXing·
If you cook for 6 hours with a full knob open- the cylinder won't last even 10 days. In that case you need 3 cylinders per month. You are considering a full 2kW per hour in case of induction stove but not considering the same in case of gas! That is the biggest catch. That post is straight out of total energy used point of view. A typical gas cylinder holds 100-110kWh energy if we convert it to electricity. At the same time the efficiency is much lesser than the induction stove, because the induction works in only close contacts between steel cookware and the stove surface. Surely there are some variables but won't call it a 'misleading' one.
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Ishan Tanna 🇮🇳
Ishan Tanna 🇮🇳@IshanTanna1·
The graphic is misleading because it assumes very low cooking time. • It claims 1 LPG cylinder ≈ 75–80 electricity units — that’s theoretical energy equivalence. • But an induction stove uses ~1.8–2 kW per hour. If you cook 6 hours/day: 2 kW × 6 hrs = 12 units/day In 30 days = ~360 units At ₹8/unit → ₹2,880/month Meanwhile most homes use 1 LPG cylinder/month (₹900–₹1,100). 👉 So for heavy cooking like 5–6 hours daily, LPG is still much cheaper. The graphic assumes only ~1–2 hours of cooking per day, which is unrealistic for many Indian homes.
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Sandeep Singh
Sandeep Singh@Alchemist1320·
Hope current LPG crisis is used by both GOI and Public to move some of domestic cooking to Induction based. Little less certain Indian food requiring specific heating and cooking won’t matter given rest of world is not so reliant on LPG. As past suggests , we fix things only after a crisis and this shouldn’t be wasted either.
Sandeep Singh tweet media
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Nicholas Fabiano, MD
Nicholas Fabiano, MD@NTFabiano·
This is 1 of 86 billion neurons in your brain.
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@xvi_harley @PAOTrader001 @LearningEleven @HanuRaoG @tsatwork @james_wilspro @ANI @elonmusk