Network Effect

@IndiGo6E BOM-London has been cancelled 2 days in a row. We are scheduled to travel with infant on 18th & 2 weeks of travel itinerary booked in UK. If it is not a sure flight, please allow full refund cancellation now. No point getting it on Monday! Need to cancel hotels etc.

Better late than never. Low hanging fruit to attract FIIs, USD and arrest the continued drop of INR to some extent. FIIs given red carpet gives timely and handsome exits to PEs which in turn has ripple effects on startup funding and is overall pro local businesses & innovation.

@narendramodi Nice pic. Please give credit to the photographer.

Took this photo while on the way from Somnath to Vadodara… On the shores of Prabhas Patan, the Somnath Temple stands tall as a radiant symbol of devotion, history and civilisational spirit. It has outlasted barbaric attacks, invasions and the passage of centuries. It is eternal. Somnath gives every Indian strength, courage and hope. Har Har Mahadev!

When politicians feel invincible, it is only a matter of time that their hypocrisy levels beat the threshold that citizens can bear with.

@PipalwaSunil08 @SureshKBN Routine PE cycle selling or for some reason?

@SureshKBN True North is selling in Fedfina. It holds 7.6% Stake

what happend to fedfina block buster results , post call ??

@ThanksDeepest The hard part is figuring out the potential rise in valuation due to Data Center side of the business vs decay due to real estate going into a bit of a lull with supply exceeding demand. Land assets are great though.

ANANTRAJ - ⏱️ Currently overweight in portfolio, underweight in performance 😂🙃

@Ajaya_buddy Even I have been wondering. Is there so much demand from GCCs in between all the AI uncertainty? It is so difficult to even hire at this point without figuring out headcount for each department and relevance itself of some other.

Where is so much office space demand coming from ? Who are these corporates who are expanding in a weak economic scenario? In absence of earnings growth why capex in this head being planned Is there a mismatch b/w how we see things & how corporates planning? wondering 🤔

That's great news. Earnings call had conservative timeline outlook on liquidation but this is fantastic. The earlier Ashoka becomes asset light, faster the re-rating.

@prasanth_hruday Giving people a chance to buy ;)

Why Time Technoplast is correcting #timetechnoplast Crude oil down, results were good,Promoter buying in open market, Am I missing something?

@EquityValueIn Shareholding post bonus and QIP (11-Nov): Promoters: 47.46% (down from 51.62%; “no offer for sale from promoter”). DIIs: 16.63% (up from 13.26%). FIIs: 11.05% (up from 8.42%). Public: 24.86% (down from 26.70%). Bonus: 1:1 (22.69cr shares) on 24-Sep; from securities premium.

Time Technoplast , promoter buying 55k shares after already buying 1.4 lakh shares thorough the last 10 days , the QIP of 800 crore just closed , interesting times for composite fire extinguishers ahead ( disc: invested and biased at 155 ( split adjusted) , no fresh reco , no financial advice)

@UdayChandak Fabulous piece.. Hats off to the creativity without compromising on quality of analysis. Who is the author?

Reposting this gem: A poker player’s hilarious take on SAMHI Hotels—turning distressed assets into royal flushes. If you’re into smart, snarky investing reads, dive in! #SamhiHotel #LongTermCompounding open.substack.com/pub/pokerinves…

@MoneyLifeDecode Yeah, this is one of those rare companies whose fundamentals are looking better than ever but technicals haven't woken up to it at all / going the other way. (for now at least) Hopefully reversal soon.

I went through SAMHI’s Q2 FY26 numbers and this quarter genuinely feels like a turning point. Strong performance, improving leverage, and two big growth projects now underway — the 700-key Navi Mumbai Westin+Fairfield and the 260-key Hyderabad Financial District hotel. Here’s what stood out 👇

@aaronreg0 While the results aren't great this time around, aren't such quarters to be expected in a line of business where there is inherently a lot of lumpiness. They are trying to reduce debt. Their valuation is probably already pricing in a lot of negatives.

@FinanceBrewRT For Avantel & Zen, despite FCF being negative / low, overall their Debt to Equity is really low, right? Just trying to understand how to read the forensics better. I've been a big beneficiary of Avantel for years, I even tried calling their claimed charity arm (nobody picked)!

Avantel,also follows the same pattern,when you see such shareholding patterns,just try to get a bit cautious and double down on doing the due diligence aggressively on such companies.📷 #Avantel

@OlmstedM22 What do you think about current levels? Is Gabriel likely to lose its steam a little bit?

Future revenue growth avenues look like this >>

Having more than one Data Center locations give the option to clients to setup a Disaster Recovery center within the same billing relationship. 307 MW IT load by 2032 is the target.

AnantRaj as a combined biz of Real Estate and Data Center is shaping up well by the looks of it. 320 acres land bank in NCR 117 MW DC by 2028 Reduced Debt 💰 Rev/EBITDA/PAT CAGR 🚀 (Disclosure: Invested, Not a recco, Not a SEBI Registered RA, haven't met mgmt) #StockMarket

@indianpetroplus Where is more value creation happening? At Deep or Dolphin?

🛳️ Deep Industries: From Legacy Cleanup to Offshore Leverage What began as a defensive acquisition of Dolphin Offshore is now turning into a powerful offshore platform. The DP2 barge “Prabha” brings ~60% EBITDA margins and USD-linked cash flows — a first for Deep’s portfolio. Q2 FY26 results tell the story: 💰 Revenue ₹221 Cr (+69% YoY) 📈 EBITDA ₹112.9 Cr (+75%) 🏗️ PAT ₹71.2 Cr (+71%) Deep is bundling the DP2 barge + PSV/AHTS vessels + crew ops into one integrated offshore offering — shifting from unit-rate hires to platform-scale earnings. The real test? Turning Dolphin from legacy assets into a structural second growth pillar. 👉 Follow and register on indianpetroplus.com for exclusive insights on India’s offshore & energy transitions. #DeepIndustries #DolphinOffshore #OilfieldServices #OffshoreEnergy #MarineLogistics #IndianPetroplus #EBITDAMargins