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VarunG

VarunG

@VGoenka82

Of Observations, Story-telling, Reflections & Data | Gratitude to Country-Family-Destiny

Mumbai Katılım Aralık 2011
2.5K Takip Edilen1.1K Takipçiler
Lian Lim | Dashboard & AI Automation Expert
I've created a full guide on how to build automated knowledge pipelines for your workspace with Claude Cowork and Notebook LM This covers 7 workflows that turn your emails, docs, and research into meeting prep briefs, slide decks, weekly research & other work materials It's yours for FREE Like + Comment "WORKSPACE" and I'll DM you the full guide No opt-in, no BS
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Chris
Chris@everestchris6·
this OpenClaw bot finds warehouses with old roofs, renders solar panels on their actual building, and books the owner a call, all on autopilot... here's how commercial roofers can close $2M+ deals before the solar tax break ends: - scans thousands of commercial roofs via satellite - scores each building by roof age & urgency - pulls exact panel count from Google Solar API - finds the real owner (not the property manager) - calculates their federal credit to the dollar - renders a video of panels materializing on their roof - ships a personalized proposal - fully automated end to end every day that passes is money off the table. reply "ROOF" + RT and i'll send you the full breakdown so you can build this too (must be following so i can DM)
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Kushal Lodha
Kushal Lodha@kushallodha548·
He joined an investment firm when it was managing ~₹1,000 Crore in assets. He saw that AUM scale to a massive ~₹26,000 Crore in the last ~4 years. He witnessed consistent returns in excess of a 19-20% CAGR over 10 to 20 years across his stints at two of India's top investment houses. He saw the number of companies crossing the ₹10,000 Crore market cap mark explode from 25 to over 250 during the last 20 years. He is none other than @VGoenka82, a veteran equity investor and Director - Head of Research at Dharamshi Family Office. In the latest episode of Konversation with Kushal, we discussed his Faster Cap framework for identifying 10X investment opportunities in the Indian market and his experience of managing large investments at Value Quest as well as working alongside legends at Reliance Mutual Fund. He also went deep into the science of identifying long-cycle winners, the shifting landscape of traditional moats, and why India is entering a Golden Era for manufacturing. Whether you are a retail investor or a pro, this masterclass on the future of the Indian economy is a must-watch. The full conversation is live on my YouTube Channel. #investing #stockmarket #wealth #kushallodha
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Aditya Garg 🇮🇳
Aditya Garg 🇮🇳@Garg_Aditya_·
Tata Motors’ commercial vehicles (CV) arm is set to list on Nov 12, 2025. Price discovery showed ₹260.75/share, but brokers expect ₹360-365 as fair value, with potential to exceed ₹400 soon. Tata Motors CV’s FY25 revenue (~₹75,000 Cr) and profit (~₹5,100 Cr) are much larger than Ashok Leyland’s (~₹38,700 Cr revenue, ₹3,300 Cr profit), supporting a higher valuation. Shareholders got 1:1 CV shares after demerger, giving a focused commercial vehicle business ready for growth. Listing will happen on BSE/NSE (Ticker: TMCV), with initial trades in the trade-for-trade segment. Disclosure: Holding & bias. #TataMotors #Stocks #Investment #Demerger
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Aditya Garg 🇮🇳@Garg_Aditya_

🔍🚗 Tata Motors Demerger Decoded – What Every Investor Needs to Know 🧮 a. Why Shares “Dropped” 40% Today? Tata Motors fell from ₹661 to ₹399—but this reflects carving out the Commercial Vehicle business (₹262/share), not a market crash. b. New Business Structure Explained • TMPV (Passenger Vehicles): Cars, EVs, Jaguar Land Rover, Tata Group stakes • TMLCV (Commercial Vehicles): Trucks, buses, Iveco business, Tata Capital stake c. Shareholder Math Simplified Holding 100 shares at ₹700 pre-demerger gives you: • 100 TMPV shares (~₹400 today) • 100 TMLCV shares (listing in ~45 days) Total value stays at ₹70,000—no loss, just split. d. Valuation Insights from Analysts • Nomura: PV ₹367 + CV ₹365 = ₹732 • Nuvama: PV ₹410 + CV ₹280 = ₹690 • SBI Securities: Combined range ₹605–854 TMPV trades near fair value; TMLCV shows upside potential. e. Passenger Vehicle Business Highlights • 87% revenue from Jaguar Land Rover • Strong SUV demand (Punch, Nexon) • EV expansion and margin upside from 3.9% EBITDA f. Commercial Vehicle Business Strengths • 37.1% share of India’s CV market • 12.2% EBITDA margin in Q1FY26 • €3.8 B Iveco acquisition to triple revenues by FY27 • Stable cash flows in a cyclical sector 📈 Post-Demerger Investment Strategies • Growth Focus: TMPV for EV and JLR turnaround • Value Focus: TMLCV for dividends and market leadership • Balanced Approach: Hold both for diversified auto exposure 🎯 Investor Takeaway Demerger creates two pure-play entities, enhancing clarity and unlocking value. Ignore short-term volatility—assess each business on fundamentals as TMLCV listing completes. Disclaimer: Educational analysis only. Consult a financial advisor before investing #TataMotors #TataMotorsdemerger #Demerger #AutoIndustry #Nifty #Stock #tml2025 #StockMarketIndia #MarketTrends

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Felix Prehn 🐶
Felix Prehn 🐶@felixprehn·
Just created a complete analysis of AI infrastructure opportunities covering chip manufacturers, power companies and system integrators. I shared this analysis with my 20,000+ students. For 24 hours, it's yours for FREE. Like, RT & Comment "AI" and I'll DM it to you.
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God of Prompt
God of Prompt@godofprompt·
Fuck it. I’m dropping my full Veo Mastery Guide for free. It has: → 50+ JSON video prompts → Mini-course to master Veo → Prompting tricks no one teaches Veo 3 is the future. This guide gives you an unfair advantage. Comment "Veo" and I'll send you the file. (Must be following me to receive it)
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God of Prompt
God of Prompt@godofprompt·
I just made a Claude Mastery Guide for anyone who wants to automate all their tasks using Claude. Comment "Send" and I’ll DM you the file. This guide will help you: • Master Claude’s prompt style • Automate tasks with 10+ ready-to-use mega-prompts • Use Claude for strategy, research, writing, and planning • Understand Claude’s strengths vs GPT-4o • Build a real Claude-powered workflow inside Notion (Follow so I can send it)
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Vala Afshar
Vala Afshar@ValaAfshar·
This may be the most important life and career advice from a world renowned expert
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Ravi Dharamshi
Ravi Dharamshi@ravidharamshi77·
project-syndicate.org/commentary/tru… - But Trump couldn’t kill the green transition during his first term, and he can’t kill it this time, either. The reason is simple: Technological breakthroughs, steep learning curves, and plummeting costs have made clean energy cheaper than fossil fuels in most places. Moreover, the revolution was just getting started in 2017, whereas now it has reached escape velocity. Its momentum is being driven not by politics or government intervention, but by markets. The fact that deep-red (Republican-leaning) Texas leads the United States in renewables deployment is a case in point. Politics will no longer hold back the American energy transition. This is not to say that politics won’t slow the US transition. The Trump administration is already taking steps to loosen environmental and climate regulations, promote domestic oil and gas production, support gas-fired power plants, and end incentives to adopt clean energy and electric vehicles (EVs). Aided by Republican majorities in Congress, Trump will seek to repeal roughly half of the Inflation Reduction Act’s outlays, including its provisions supporting EVs and offshore wind, as well as the IRA’s investment and production tax credits. Yet that will not be enough to halt the forward movement of the US energy transition. The deployment of clean energy will therefore continue, driven by increasing power demand and declining costs – especially for solar. American electric utilities will still invest aggressively in renewables to keep pace with rising energy use and ensure grid adequacy, even as new gas-fired power plants expand, too. Perhaps more importantly, meaningful parts of the IRA will remain in place because of their political support with Republican constituencies, which have benefited disproportionately from the new investments and job creation. Next-generation clean-energy technologies – nuclear, geothermal, and carbon capture and storage – will continue receiving support. The economic and technological forces driving the clean-energy revolution have simply become too powerful for any single country or political leader to stop. The global energy transition will power forward, even if the road ahead includes a few more bumps.
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Ravi Dharamshi
Ravi Dharamshi@ravidharamshi77·
Cash, Courage, Conviction. What are you missing? Fear of god (market declines) is back and firmly instilled. Which is a great thing. Tragedy in long term won’t be that you missed this correction in the market. Tragedy will be to miss out on next 3-5-7 years. #markets #cash #courage #conviction
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Ravi Dharamshi
Ravi Dharamshi@ravidharamshi77·
2024 🎉 What a year for VQ Private Equity 🌟 Team size: 15 (and growing 🚀)
🌟 6 New Investments
🌟 2 Follow-on Investments
🌟 3 IPOs of portfolio companies 🚀
🌟 All portfolio companies trading at significant premiums post-IPO 📈
🌟 SCALE I ~70% deployed
🌟 SCALE II coming soon!
🌟 Tristar - focused on transformative themes - coming soon!🌟 Grateful to our partners & investors for their unwavering support 🙏. The journey of empowering businesses continues, and we’re just getting started! Here’s to an even bigger 2025! 🚀 #PrivateEquity #VQSCALE #InvestorsFirst #Growth @VQIndia @AniketDharamshi @sameervq #PushkarJauhari
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Sameer Shah
Sameer Shah@sameervq·
2024 🎉 What a year for VQ! 🌟 Team: 100+ and growing (70% growth) 🌟 AUM: $2.5bn+ (92% growth) 🌟 Maiden domestic Cat III AIF launched ✅ 🌟 Offshore AIF fund (Gift City) approved ✅ 🌟 Offices: Mumbai, Bangalore, Chennai, Delhi, Kolkata (& UAE soon 🌍) 🌟 Blockbuster listings, fantastic returns & massive traction in Energy Transition ⚡ Big thank you to everyone who reposed their faith in us. We remain a 14-year-old startup, and the journey has just begun. Grateful for the past & pumped for 2025! 🚀 #InvestorsFirst #Growth @VQIndia @ravidharamshi77
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ValueQuest
ValueQuest@VQIndia·
𝐓𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐄𝐧𝐞𝐫𝐠𝐲 𝐈𝐬𝐧'𝐭 𝐂𝐨𝐦𝐢𝐧𝐠—𝐈𝐭'𝐬 𝐇𝐞𝐫𝐞 Ravi Dharamshi, Founder & CIO, on renewables: Solar is now essential as fossil fuels step back. Watch here: youtu.be/ngIBJ4q3QyM #ValueQuest #RenewableEnergy #SolarEnergy #VQIndia
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pms bazaar
pms bazaar@PmsBazaar·
"...exciting opportunities in sectors like electronics and manufacturing form the base for a sustained bull market (in India)," mentioned Ravi Dharamshi (@ravidharamshi77) when asked about three factors driving this bull market. The Founder & CIO of ValueQuest (@VQIndia) Investment Advisors shared more insights on the Market, his Multi-Bagger Investment, and sectoral picks in our latest Fund Manager Brief. 𝐑𝐞𝐚𝐝 𝐍𝐎𝐖 ↓ #fundmanager #fundmanagerbrief #pmsbazaar
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