Jaspreet Gill

Lot of people ask me who benifits from Transmission? Give the list for study purpose, so here is the list JUST for your study.. EPC/ Projects- KEC, BHEL, Kalpataru, Techno electric, POWERGRID, Bajel, Ashoka Buildcon, Jyoti structures, Skipper, Adani Energy, Viviana, Kay cee infra, PIGL, HEC Infra Transmission automation - Schneider, Hitachi, GE T&D Transformers & power equipment - ABB, SIEMENS, Silchar, TRIL, Supreme Power, Bharat Beejli, Apar, CG Power, Voltamp, Indo tech, alfa, S&S power + few cable companies. I may have missed some more names as well - but this all should get benifit from big transmission Capex.

@soicfinance And a bit of good luck with that.

If you find a stock in a sector with tailwinds with no overhangs or return ratio issues. And the Growth rates are higher than the PE ratios. That is the place to be in as an investor

@itsTarH @kimjongun3_0 I hope it breaks down till 31st

@kimjongun3_0 I hope it breaks down even more

Swelect will do 1000cr in revenue this year (approx. 250cr per quarter) Current market cap: 1,766 Cr At 500 MW capacity, they can make 800K to 1M modules this year depending on Power Rating of Module 550Wp module price today = 11,000Rs

@soicfinance Which transformer companies are top class and which ones are third grade. Out of curiosity.

Even third grade transformer cos are doubling or tripling capacities.. Will be interesting to see the margins 18-24months down the line

Slowly, all the transformer companies are responding to shortages with 3-4x expansion in production capacities. Where are we in the capital cycle?

@ishmohit1 I have heard of similar cases in South Bombay as well.

For last 1 week there are frequent power cuts in West delhi.. Entire productivity goes for a toss after few hours when inverter stops working.

@icanseeyourpix2 Lol.

SANGHVI MOVERS Risk of trading near results. SL hit and I'm out

@amitabhvatsya Sanghvi?

I just spoke to an ex country head of a Japanese tech major! What I learnt from a hands on veteran is important , but as an investor what I unlearnt is priceless! I unlearnt that merely having an excellent product doesn't mean you will be successful as an EPC!

@AnkurPatel59 Just got over in Andheri 2 hours ago

Dubai Vibes in Ahmedabad.

@_chartitude Foreigners don't understand lakhs and Crores. Most of the countries talk in millions and billions.

It is too fancy to write in billions of Indian rupees by several managements.

@arvind_kothari Once the peat game goes strong, it will be even more fun.

Be it Airports, Bars, 5Stars, this Indian single malt is being placed alongside scotch brands created for decades. Indian brands like Rampur, Indri , Mokarboro luggage etc hve created exceptional franchises. Lucky to have caught few of these early. Waiting for others to show up

@soicfinance How do you suggest one study different sectors considering everything is flying

Free for the next 30mins! Ask me anything below (Please avoid Buy or sell questions, wont be answering those) 🧵🧵🧵

@soicfinance Mumbai in monsoon. Badi garmi hai abhi.

Offline meets coming soon. Which city should we come to first?

@phreakv6 This is so cool. Happy Birthday

every year wife and son put in a lot of effort selecting birthday books for me. here is this year’s haul

@arvind_kothari Exactly. Just saw this. Backside of Akshardham Temple.

My subject even on vacations 😂 And my wife thought I was capturing nature. 😂😂 Jokes apart the management team of the resort have done well to become almost self reliant on their energy needs. Many businesses are going to make this decision going forward.

@phreakv6 Uff. Difficult summary.

this book took a large part of my time last year. it tries to reconcile quantum physics and spirituality. it is absolutely wild in scope and depth in both quantum physics and broad in its exposition of eastern religions including Hinduism. My notes here forum.valuepickr.com/t/multi-discip…

@tushar9590 Whoa

Goosebumps for every Indian Investor.

@phreakv6 @ishmohit1 The fact that he used the word kachra stock for a business run by an entrepreneur is so not cool and very condescending.

on the surface the claim is of protecting retail but look underneath and you see what this really is - its a fightback of the regulator on behalf of the institutions to ensure retail is not handling money on their own (retail has been very greedy too) twitter.com/CNBCTV18News/s…

@phreakv6 Is there a thread where you have posted your process of reviewing/note taking? Thanks

reading a lot but lost touch reviewing/summarising (20 books pending!). not sure what went wrong where

Benchakitti park in thailand. @PMOIndia we need such parks in our country. Atleast half of this size but equally clean.

📈 The FREE TraderLion 2023 Model Book is here. Train your eyes with 30+ marked-up charts of the biggest winners from 2023. 🔁 Retweet and we will DM you the link! Must be following so we can DM you.