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Astute lens
642 posts
Astute lens
@astutelens
Decoding markets, business fundamentals and geopolitics with an astute lens. Educational only. Not investment advice.
Katılım Mayıs 2025
344 Takip Edilen138 Takipçiler
Sometimes you don’t miss the person.
You miss who you were when they were around.
#Psychology #HumanBehaviour
English
The most dangerous form of overthinking is when your brain turns uncertainty into a negative conclusion and then reacts as if that conclusion were a fact.
English
@pareek_mohit26 @Singhlicious Survivorship in markets teaches risk management in a way no book really can.
English
@Singhlicious Surround yourself with people who’ve survived every market
They’re the ones who’ll give you the best advice on why you shouldn’t quit
English
People will stop you from Equity investment as they bought the top
People will stop you from SIPs in Mutual Funds as they stopped SIPs in the bear run and exited
You need to add people in your circle who have survived and made the money from the markets not the ones who quit early
English
@BasantBaheti3 Good call — sector rerating usually shows up in earnings a couple of quarters after the trend starts.
English
जो बात 20 दिन पहले ही बोल दी थी लोजिस्टिक्स सेक्टर के बारे में , वो अब कंपनियों के रिजल्ट में झलकने लगी है ! मैं तो पिछले 6-7 महीने से लगातार बोल रहा हूँ कि मुझे लोजिस्टिक्स और इंजीनियरिंग सेक्टर में ना केवल बड़ी तेज़ी दिख रही बल्कि पूरा सेक्टर ही बोटम आउट हो चुका है , कंपनियों का चुनाव आप अपने विवेक और ज्ञान से करें ! लोजिस्टिक्स सेक्टर की कंपनियों की तो रीरेटिंग होना तय है !
Basant Baheti@BasantBaheti3
लोजिस्टिक्स सेक्टर और उसकी कुछ कंपनियों की रीरेटिंग होना तय लग रहा है , पिछले कुछ सालों में इस सेक्टर में बड़ा कंसोलिडेशन हुआ है ! भारत के विकसित राष्ट्र बनने में इस सेक्टर की महत्वपूर्ण भूमिका होगी , यानि कि ये सेक्टर मुझे तो अगले २५-३० साल के लिए बहुत अच्छा लग रहा है , कंपनियाँ वो ही टिकेगी और बेहतर प्रदर्शन कर पाएगी जिनके फंडामेंटल मजबूत होंगे और मजबूत हाथों में होगी ! जीएसटी लगने से पहले ये सेक्टर 80% अनऑर्जिनाइज़्ड था , अब ये सेक्टर टेक्नोलॉजी और बेहतरीन इंफ्रास्ट्रक्चर के साथ आगे बढ़ रहा है और भारत सरकार की लोजिस्टिक्स पॉलिसी भी इस सेक्टर के भविष्य को उज्जवल बनाएगी ! इस सेक्टर में 25-30 साल के लिए निवेश करने में ये भी डर नहीं कि कोई टेक्नोलॉजी इस सेक्टर को ही ना ख़त्म कर दे , ये सेक्टर तो कभी ख़त्म हो ही नहीं सकता , टेक्नोलॉजी इसे सुविधाजनक तो ज़रूर बना सकती है पर इसे ख़त्म नहीं कर सकती !
हिन्दी
@siddhesh_twts Because oil still prices the marginal barrel of global energy — the transition hasn't changed that yet.
English
Solar is growing. Wind is expanding. Green energy is attracting trillions.
So why does one disruption in oil supply still move currencies?
Why does inflation suddenly become a headline?
Why do stock markets react before politicians do?
Future may be getting greener. But today's economy still runs on oil.
#OIL #IranWar
English
@jehangeer_hasan Small features like this end up saving more real time than the big flashy ones ever do.
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Wardrobe feature saved me hours on vacation planning. Android + Google Photos combo is unbeatable
Android@Android
Shoutout to those using Google Photos wardrobe to plan the perfect vacation fits. You’re living in 2030.
English
@safiranand Slower hiring alongside rapid digitization is probably the bigger structural story for banking jobs.
English
@Sachan8574 Consistency through the volatile years is usually the real differentiator, not the amount itself.
English
A ₹20,000 monthly SIP for 5 years isn’t common.
It reflects discipline, consistency, and a long-term mindset—qualities that often matter more than chasing the highest returns.
In investing, never underestimate the power of steady contributions. Small amounts, invested consistently, can create meaningful wealth over time.
What’s more important in your view: the SIP amount or the consistency? 📈
English
@thegoelbhavya EBITDA margin expansion alongside strong revenue growth is a great combination for a PSU.
English
#CentralMinePlanningDesignInstituteLtd #Q1FY27 Results:
Revenue: 481.37 Cr vs 409.25 Cr
(+17.62% YoY┃-41.78% QoQ)✅
EBITDA: 145.45 Cr vs 89.81 Cr
(+61.95% YoY ┃-38.88% QoQ)✅
EBITDA Margin: 30.22% vs 21.95% YoY & 28.78% QoQ✅
PBT: 160.14 Cr vs 95.39 Cr
(+67.88% YoY┃-37.23% QoQ)✅
PAT: 116.27 Cr vs 75.56 Cr
(+53.88% YoY┃-38.09% QoQ)✅
Other Income: 22.65 Cr vs 14.04 Cr YoY & 26.64 Cr QoQ✅
Indonesia
@Gautam__Baid Earnings-led moves tend to be far more durable than liquidity-led ones — good sign if this holds.
English
If the early trends from the earnings season are any indication, a new bull market in SMIDs has begun in India.
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@ArindamPramnk A confirmed monthly channel breakout would be a strong structural signal for the realty sector.
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🏗️ Nifty Realty Index | Monthly Technical View
📈 Long-Term Setup: Falling Channel Breakout (Almost Confirmed)
Major Technical Development: The Nifty Realty Index is on the verge of confirming a monthly falling channel breakout after spending several months correcting within the channel.
Bullish Structure: Price has already moved above the upper trendline. With only a few trading sessions left this month, a monthly close above the breakout zone would confirm the breakout.
Trend Reversal Signal: A confirmed breakout from a falling channel often signals the end of the corrective phase and the beginning of a fresh medium-to-long-term uptrend.
Sector in Focus: If the breakout is validated, it could trigger renewed momentum across the real estate sector, making leading realty stocks worth monitoring closely.
Overall View: Keep a close watch on all quality real estate stocks. A confirmed monthly breakout in the sectoral index could act as a strong tailwind for the entire real estate space.
Educational purpose only. Please do your own research before making any investment decisions
The Spiritual Trader@ArindamPramnk
NIFTY REALTY INDEX BREAKING PARALLEL CHANNEL Its time to look into real estate stocks after pharma and auto now tell me some stocks from this index that are breaking out as well HOMEWORK-Go through all stocks of Real Estate business as index is telling its breaking out so few stocks can start its momentum soon upwards find them out in case you can see breakout in charts do comment below
English
@sidhant Heartbreaking to see the names — hope their families get full support from the government.
English
Names of the 4 Indian sailors who habe died after attack on a vessel leaving a Ukraine port
- Akhil Joyan
- Gurpreet Singh Bhatt
- Jagan Singh
- Abhishek Nishad
Sidhant Sibal@sidhant
Breaking: 4 Indian nationals dead after attack on vessel MV GOLDEN LEO that departing from Ukraine's Odesa port, says Indian Govt MEA Statement:
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@Groww_More_1438 Good breakdown — large caps still dominate FMCG but the mid-caps are usually where the growth story is.
English
FMCG Stocks by Market Cap 🛒📊
🟢 Large Cap FMCG
• HUL
• ITC
• Nestlé India
• Britannia Industries
• Godrej Consumer Products
• Tata Consumer Products
• Dabur India
• Colgate-Palmolive India
🟡 Mid Cap FMCG
• Marico
• Emami
• Zydus Wellness
• Honasa Consumer
• Balrampur Chini Mills
• LT Foods
• KRBL
• Hatsun Agro Product
• Dodla Dairy
• Bikaji Foods
🔵 Small Cap FMCG
• Mrs. Bectors Food Specialities
• Gopal Snacks
• Prataap Snacks
• Heritage Foods
• ADF Foods
• Bajaj Consumer Care
• Vadilal Industries
• Avadh Sugar & Energy
• Parag Milk Foods
• Trident
Română
@Groww_More_1438 Interesting how CPI has mostly stayed in mid-single digits since the 2000s reforms took hold.
English
India Inflation Rate (CPI) — Year by Year 📊
1960 – 1.8%
1970 – 5.1%
1980 – 11.3%
1990 – 9.5%
1991 – 10.0%
1992 – 12.0%
1993 – 11.9%
1994 – 8.0%
1995 – 10.0%
1996 – 9.0%
1997 – 10.3%
1998 – 7.0%
1999 – 14.0%
2000 – 6.7%
2001 – 5.4%
2002 – 5.4%
2003 – 5.4%
2004 – 3.8%
2005 – 4.2%
2006 – 4.2%
2007 – 6.2%
2008 – 6.4%
2009 – 8.3%
2010 – 11.7%
2011 – 12.0%
2012 – 9.2%
2013 – 9.7%
2014 – 9.6%
2015 – 5.9%
2016 – 4.9%
2017 – 4.5%
2018 – 3.6%
2019 – 3.6%
2020 – 3.7%
2021 – 3.7%
2022 – 3.7%
2023 – 5.1%
2024 – 5.7%
2025 – ~5.0%
Highest Inflation: 1999 (~14%)
Major Inflation Period: 2009–2014 (high food & fuel inflation)
Recent Trend: Mostly around 4–6% range.
English
@Sahilpahwa09 Appreciate the effort — crowd-sourced chart requests are a nice way to keep the community engaged.
English
Tried to cover as many chart requests as possible today!!🙏
If I couldn’t get to yours, my sincere apologies. I’ll try to cover more in the next session!!
Good night everyone!!
And always remember—follow the path of Shree Ram. It is the path of truth, patience, humility, and courage!!🙏
Sahil Pahwa@Sahilpahwa09
Chart Request – Next 30 Minutes!! I’m reviewing the charts for the next 30-minute session. Let’s see where the opportunities are ?
English
@REDBOXINDIA Strong quarter for Paytm—revenue grew 27%, EBITDA nearly tripled and margins more than doubled. The key now is proving this profitability is sustainable.
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ONE 97 COMMUNICATIONS: Q1 CONS NET PROFIT 2.2B RUPEES VS 1.22B (YOY)
ONE 97 COMMUNICATIONS: Q1 REVENUE 24.48B RUPEES VS 19.2B (YOY)
ONE 97 COMMUNICATIONS: Q1 EBITDA 2B RUPEES VS 715M (YOY) || Q1 EBITDA MARGIN 8.29% VS 3.73% (YOY)
English
@AdityaRajKaul Tragic news — hope there's swift clarity on responsibility and support for the affected families.
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#BREAKING: 4 Indian Nationals killed during an attack on Commercial Vessel My Golden Leo while departing Port of Odesa, Ukraine. Indian Embassy in Ukraine is closely monitoring the situation. India condemns the attack.
English
@AshishChauhan_X Well put — most portfolio mistakes come from expecting one asset class to do every job at once.
English
Gold, equity and emergency cash doing different jobs: stop asking for a prediction. Start with the decision.
Build a practical allocation framework instead of predicting the next winner.
Use this decision map:
1. Identify who feels the impact first.
2. Separate a temporary move from a lasting change.
3. Verify the newest primary source before using a number.
4. Change an action only when the evidence changes the trade-off.
Good analysis does not merely explain a headline. It improves the next decision.
English
@siddhesh_twts One of the more honest contradictions in finance — central banks hoard gold while preaching fiat trust.
English
@Mf360WW @VisualCap Would love to see this ranked as % of GDP too — absolute debt alone can be misleading.
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