Keshav Munjal

@HanuRaoG Indian judiciary system is a joke

#cosmicCRF #cosmic CRF I am sure some vested interest guys are grabbing the shares from the retailers. Wild swing of share price is best example. Today case itself not happened. Judge is not well. We need to wait for new date.

@HanuRaoG @shivam0149 Tareek pe Tareek

@shivam0149 No. As per my understanding, judge clearly asked any objections from anyone. Everyone said No. so Judge gave fair chance to R4,R5 to file if they oppose anything. If they don’t file anything. Dec 17 is judgement

#cosmicCRF #cosmic CRF Hearing Done. Next hearing is on Dec 17. Hearing goes in positive direction and no one objected Cosmic CRF. It's seems ok. Judge gave final chance for the Respondents 4,5 till dec 17 , if they want to file against it.

Good times ahead.. #SMEs

@aryamanar99 @yobocsod Same

@yobocsod yo I’ve actually heard some great things idk if this is sarcasm

Join Rahul Jain Business Coaching

@Streetotrades1 Check consolidated result🤦🏻‍♂️

@aryamanar99 @manan_0308 “cost effective”

@manan_0308 One cost effective way and the one I personally prefer is to go through S&P and Nasdaq index funds offered by Indian AMCs. Tracking error needs to be monitored though

Manifesting a 20% for AVP Much deserving 😁

@chiragdashj Fair point. Many are illogically assuming that low PE stocks gonna rerate now.

Seems exciting to read. But Doesn't happen this way. A 15 PE stock doesn't automatically rerate to 30 PE just because there is no Esm 2. Esm 2 has nothing do with fundamentals. Market giving high PE depends on quality of Earnings, Management and the visibility/certainty quotient A stock may be 50 PE in Esm 2 and still double compared to a 15 PE stock which is out of Esm 2. It's a Sentimental Lift not a Fundamental Shift. Very important to not get influenced by liquidity rush. The basics of Investing remain same be it main board or SME

@aryamanar99 @ruhinchatterjee Now i know you cried while watching Saiyaara

@ruhinchatterjee that impact can’t all possibly be PR man but if it is I’m in awe

Ahaan Pandey could make it tbh. But a legit shoutout to the entire Saiyaara marketing and PR team, who've pulled off the equivalent of getting people to believe that decent tin is solid gold.

@rahuulmatlani Doubt India gonna follow this. SEBI still babysitting investors.

Casinos finally realizing that the game has to run 24x7 for degens / gamblers / juaaris Expecting US and India to follow suit soon

@aryamanar99 Lesson 1: Unlearn this 🤣

@munjalkeshav i also want to learn

@munjalkeshav wow sir u r big investor being invited to pump stocks!!!

@aryamanar99 @priyankinfinnov @amarkoradia @CapitalmindMF @deepakshenoy Nahi bhai 🥲

@priyankinfinnov @amarkoradia @CapitalmindMF @deepakshenoy One of my reasons is that I tend to favour funds with substantial AUM. I know this isn't a foolproof strategy and might be naive but I believe the larger the AUM, the higher the fund manager's pedigree and the more checks and balances in place. Just a good rule of thumb generally

Deviation from my rule of not investing in MF NFOs for @CapitalmindMF flexi cap fund. Kudos and cheers @deepakshenoy and team.

@prakdadlani @Gunjan_2706 Is it manageable from Hong Kong? Asking as our factories are in India and i have plans to move abroad.

@Gunjan_2706 Company and residence in Hong Kong. Factory in Bharat.

@prakdadlani Sir, you are established in hongkong...??

@samisosa1234 Not denying Oriana’s growth I invested when it was getting beaten down around ₹1500 My point is: sentiment doesn’t always move in sync with fundamentals. Oriana proved it and went back to the level it deserves. SJ might too.

@munjalkeshav There is a difference. Oriana will still grow 100%+ this yr and more than 50% post that for 3-5 yrs . I personally feel they will over shoot 100% by some margin this year. SJ's growth on the other hand will significantly reduce from this year to 30-40% which is still good :)

🎖️ Oriana Power went from hype to hate and back to hype now. The stock price tanked to ₹1,000 The business didn’t change. The price did. So did the sentiment. SJ Logistics feels like it’s going through that same cycle right now. Hated not because the business is broken, but because the price isn’t moving.

Nowhere did I say retailers brought the stock down. I clearly mentioned how the market once priced in FY27 optimism, and when those expectations weren’t met, the narrative shifted as it always does and now no one is interested in the business. This post isn’t about LawSikho. It’s about evolving how I evaluate businesses now, and a general point on how businesses work in real life. That’s it.

@munjalkeshav Bhai, retailers don't sell and bring down the stock. When stock goes up its strong hands and when stock goes down it's retailers? It goes down because either the institutional money sells or there is no buying interest amongst the big strong hands. Perception changes

🎖️ Most retail investors gave up on Addictive Learning (Law Sikho) the moment it missed its own guidance. But businesses aren’t Excel models. Sometimes the plan doesn’t work. Even founders misjudge what’ll scale and what won’t. Valuations were built on FY27 hopes. When numbers didn’t match the narrative, the market beaten it down. Now it trades at a fraction of those high and suddenly no one’s interested. But the business? Still solid. Still building. Still in a space with serious long-term potential. This is where i have shifted my focus on. Focusing on businesses where the mood of the retail investors shifted due to some reason, yet the underlying business is still solid.

@rajatscribbles_ Will check Rategain, never studied the company, but I don’t think Tanla Platforms has reversed completely yet as per the charts. May breakout with strong earnings. This is a weekly chart

@munjalkeshav have you studied Rategain? After Tanla, this one looks good for reversal too

@rajatscribbles_ Indian Emulsifiers is one, Felix Industries was beaten down because of delay in the Oman Plant. Currently evaluating Praveg which was once a rockstar but currently down 60% from Top. These companies are not for momentum chasers, it’s mainly for the value buyers.

@munjalkeshav Any other such names? Added lawsikho at 330, just before the breakdown🫣🫣