Darshit shah

491 posts

Darshit shah banner
Darshit shah

Darshit shah

@darshit_85

Portfolio Manager, Nirvana Capital CA, CFA

Ahmadabad City, India Katılım Kasım 2015
347 Takip Edilen1.3K Takipçiler
Darshit shah retweetledi
Yossi Goldstein
Yossi Goldstein@YossiGoldstein8·
India is one of the only countries, if not the only country, where Jews were never persecuted. That's why the Jewish people will always stand with India. Our destiny is one, and our bond will be forever. ❤️
Yossi Goldstein tweet media
English
998
5.1K
39K
672.6K
Darshit shah
Darshit shah@darshit_85·
@enidhi Thats ok, I flew with them from Baku to Georgia few months back..it's all destiny
English
0
0
0
47
Darshit shah
Darshit shah@darshit_85·
💯
Mr Sinha@Mrsinha

Surat -9 PM : IsIamists pelted stones on Ganesh Puja Pandal -12 AM : over 18 people were arrested -Surat Police broke doors & dragged out people involved in this -2 AM : HM @sanghaviharsh bhai visited Ganesh Pandal & participated in Aarti -Morning 5 AM : IsIamists were limping This should be a case study for all other states -Ensured Swift action so that no such things happen again -His Ganesh Pandal visit to complete Arti will give confidence to local Hindus & that gvt stands by him

ART
0
0
0
304
Gunavanth Vaid
Gunavanth Vaid@GunavanthVaid·
Honoured to be recognised by our respectful DRDO @drdo_india chairman, at Nibe Space Event. Proud to be supporting MSME which started small but now has big ambitions, to cater a wide spectrum of critical systems & components for the defence industry, which is truly inspiring & spectacular🙏🏻 India has many such MSME entrepreneurs who have come from scratch and trying their best to succeed at a larger scale. The real success and happiness for me is to see them emerge into successful giants. Great management initially look Boring. Once they start delivering, they fly like Boeing🚀
Gunavanth Vaid tweet mediaGunavanth Vaid tweet mediaGunavanth Vaid tweet media
English
131
53
747
115.1K
Darshit shah
Darshit shah@darshit_85·
@GunavanthVaid @GunavanthVaid gunaji I do remember we were one of the few people who were bullish back then in 2011-12 on Mr paarthipan..and that's were I met you also 😊
English
1
0
35
14.7K
Gunavanth Vaid
Gunavanth Vaid@GunavanthVaid·
This company was less than 50cr mcap, 10-12 yrs back when everyone was talking negatively about it. Over the last 12 years, Promoter ultimately delivered with 42% PAT Cagr and not a single year of negative cash flow. Now we are seeing many reputed fund managers lining up to visit its plant at 14000cr mcap. What does this teach you ? Ultimately performance and Content Matters Not the platform on which they perform. For performers there are always takers on OTT and Big Screen. Now it's completely your choice to identify early and deal with skepticism which is not easy I agree, or wait to buy when the Institution enters. I respect both Retail and Institutions. As both are critical to the dynamics of the market. There are different investing styles, and in our market there is a place for everyone to get rewarded accordingly. I don't know about others but this is what I feel. Never undermine one style on expenses of another. Thanks 🙏🏻
Gunavanth Vaid tweet media
English
58
79
965
215.6K
Value investing ONLY
Value investing ONLY@stokkinvesting·
@darshit_85 The swap ratio announced was prevalent based on capital structure of the two co's as on a particular date. Thereafter any change in capital structure in 1 co, would also be adjusted in the other. Which means, the bonus given in #Inoxwind will also have similar effect in #IWEL
English
1
0
2
2.2K
Value investing ONLY
Value investing ONLY@stokkinvesting·
#Inoxwind is now at ALL TIME HIGH of Rs600, up 3x since it was mentioned 👇 Mgmt commentary and confidence in 3Q24 concall was quite strong led by solid order win seen recently and ongoing sector momentum. Mgmt now talking about beating its own tgt for FY25!
Value investing ONLY tweet media
Value investing ONLY@stokkinvesting

#Inoxwind In the recent interview post the 279MW order win, the mgmt of #Inoxwind indicated that it is reasonably confident of executing 1.5-2 GW orders in FY26, which is 15-20% market share (of 10GW annual orders) that #Inoxwind has historically had.

English
2
1
8
3.8K
Darshit shah
Darshit shah@darshit_85·
@jitenkparmar Switzerland and kashmir has no comparison, Switzerland wins hands down in all aspects.
English
0
0
2
734
Jiten Parmar
Jiten Parmar@jitenkparmar·
As promised am telling about my Kashmir visits. 2014 - Flew into Srinagar. From where we were driving to Leh. Stayed overnight at houseboat in Dal Lake. During dinner (our group was vegetarian and had conveyed earlier) there was just rice and a vegetable. We told them please at least make daal. To this the guy told this "tum Indians ke nakhre bahut hain". We were shocked beyond words. To listen to this in your own country from a supposedly fellow Indian was too shocking. Obviously times were such that we did not think of escalating. We were happy that we were in Kashmir only for 1 day during that trip. We found others also hostile during the stay in the valley. People in Kargil, Drass were very good and friendly. And of course, the same goes for people in Ladakh. Next we went to Kashmir as a group in 2022. I was reluctant. But since our group wanted to go, I went. There were visible improvements in attitude of people. But overall experience still left a lot to be desired. Most people always had negativity towards government. I am hearing things have been improving more on that front. And people are understanding that government is working for their development. I never said Kashmir is not beautiful. But Switzerland and many other places are equally if not more beautiful. Personally, I find Swiss more beautiful, maybe because I have explored it more (3 visits). But then that's my view. Which obviously can differ from others. Kashmir and it's people still have a long way to go, before they provide even a comparable experience. I am hopeful there will be imcremental improvements along the way. It will take time.
Jiten Parmar@jitenkparmar

At the cost of being called anti-national, I respectfully disagree. Have been to Switzerland many times and also to Kashmir a couple of times. Am sure there is improvement in Kashmir, but there are many many issues about infrastructure, hygiene, local taxi unions, safety of travel, etc. Kashmir has beauty. Not denying that, but travelling is a collective experience of many things. And Kashmir has a long way to go to be compared yo the vastly superior experience of Switzerland or other similar destinations, IMHO. Maybe trolled for this post, but am being realistic.

English
20
8
74
40K
Darshit shah
Darshit shah@darshit_85·
@virajmehta16 @karanthaker Haha...they don't give leaves man in Jr and Sr...called me twice to school that too at 7am since I booked a vacation in June.. plus it's too early, need to get up at 5:30 everyday to cook food for her that too roti Sabji n all..no Saturdays off..
English
0
0
0
150
Viraj Mehta
Viraj Mehta@virajmehta16·
@karanthaker Unfortunately my kid not in Eklavya. I might reconsider after this experience and knowledge.
English
1
0
2
820
Viraj Mehta
Viraj Mehta@virajmehta16·
Big shoutout to Eklavya School ahmedabad. When most high ranked schools turn down a slightly differently abled kid, these guys r amazing. Teachers put in hours after school everyday to maximise the potential of the kid. Every day. They make you do the same. 🙇🙇🙇
English
7
14
234
26.2K
Darshit shah
Darshit shah@darshit_85·
@virajmehta16 Go to these countries man, not worth spending money here in India, it's safe, less polluted, open culture and amazing beaches , what else u want!
English
0
0
1
564
Viraj Mehta
Viraj Mehta@virajmehta16·
Vietnam is the new thailand..mass affordable tours with direct flights and good value for money..We losing out to south east asian counties due to high real estate prices leading to such inflated hotel rentals..Cheaper to go to Bali/Hanoi than Goa..Strange..Solution?
English
140
137
1.7K
206.5K
Darshit shah retweetledi
Maj Gen Harsha Kakar
Maj Gen Harsha Kakar@kakar_harsha·
Whether you are a supporter of Modi or an opponent of Modi, you have to accept that this kind of rescue operation is unprecedented. Five people from the Prime Minister's Office were at the spot day and night for 15 days and lived there in the container. Chief Minister of Uttarakhand was present for three-four hours every day, General VK Singh, Nitin Gadkari and many other ministers used to visit there frequently and review the rescue work. A special aircraft of the Air Force was sent from Hyderabad and the agar machine was brought from Slovenia. The world's biggest rescue expert was called by a special plane.. To order a special kind of plasma cutter, first the team was sent to Hyderabad, then the plane was sent to America and a special kind of plasma cutter was brought from there. Four machines and robots and ground penetrating radar were brought from Switzerland by special aircraft. A helipad and a working runway were also built at the accident site and a vertical oxygen generator plant was installed at the accident site. Put your hand on your heart and think whether you have ever heard of this rescue operation being conducted in such a quick manner before in history.
English
1K
7.3K
22.3K
1.3M
Darshit shah retweetledi
AstroCounselKK 🇮🇳
AstroCounselKK 🇮🇳@AstroCounselKK·
This is MUST Watch & Share.. Don't miss .. Worth your time ..
English
90
1.8K
3.7K
399.1K
Darshit shah
Darshit shah@darshit_85·
I dedicate our exit from the World Cup to our brothers in Hamas, who are also about to exit from their underground tunnels due to constant bombing by IsraeI. May their exit be as smooth as ours."- Babar Azam
English
0
0
1
629
Investindia
Investindia@Investindia6·
Insolation energy dream run continues As per september imports , insolation group (energy+green energy) imported 16 cr of solar cells. Now Apr is 17 cr (not in below data) plus May to Sep is 72 cr. So 6 months solar cell import is 89 cr. The total revenue should be 3x or 267 cr for the H1. This vs FY23 at 279 cr means that Insolation Energy is well on track to double the revenues if not exceed it. H2 is generally 30-40% higher, if we apply same ratio then annual rev will be 614 cr- 640 cr (sth very close to the AR). However, i differ with the mgmt guidance on net profit of 6% as main revenue is in insolation green energy and the NP% is much higher. (almost 20%). We won't have to wait for long- the H1 result will tell if its correct or not.
Investindia tweet mediaInvestindia tweet media
English
3
7
53
16.1K
Darshit shah retweetledi
BALA
BALA@erbmjha·
POWERFUL WORDS 🚩
English
61
3.4K
9.3K
316.5K
Darshit shah
Darshit shah@darshit_85·
@Investindia6 That's a miniscule part..they just started doing epc in Rajasthan only..please look at their drhp for last 3 years solar cell cost as a % of sales
English
0
0
0
55
Investindia
Investindia@Investindia6·
@darshit_85 No that's a misconception. It's about 3x. Selling modules along with power evacuation, setup n installation is also included in the sales no that these cos report.
English
1
0
0
104
Investindia
Investindia@Investindia6·
Insolation energy going strong while Solex Energy is still lagging. July imports of solar cells for Insolation energy group is 11cr while Solex is just 4 cr. From Apr to July the monthly imports by Insolation has been 17+17+17+11= 62 cr. 3x sales means 185 cr of revenues.
Investindia tweet media
English
3
9
45
11.8K
Darshit shah
Darshit shah@darshit_85·
@Investindia6 Hey, solar cells is 45-50% of total purchases of solar module..ideally it should be 2-2.2x of 62 crs..so around 130-140crs sales
English
1
0
0
88
Investindia
Investindia@Investindia6·
So 185 cr of rev. in 4 months. Extrapolated, the annual rev will come b/w 500-600 cr or almost doubling of revenues YoY. The co has been conservative & mntn expansion to 1200 mw and solar cell cap of 600 mw cmg ahead. they are much btr capital allocators so expect solid profits.
English
1
0
6
1.8K
Darshit shah retweetledi
AstroCounselKK 🇮🇳
AstroCounselKK 🇮🇳@AstroCounselKK·
I request that you please see this video, Spare 20 mins for this Amazing speech, Story of a Cardiologist Surgeon Dr. Mohit, AIIMS, New Delhi.. Please do Listen till end. Once you start watching, You will not be able to stop..
English
55
1.2K
2.8K
242K