Nagesh
4.4K posts

Nagesh retweetledi
Nagesh retweetledi

Gland Pharma using 2 lenses
48 Laws of Power (Robert Greene)
More Than You Know (Michael Mauboussin)
antifragilethinking.substack.com/p/complex-phar…
#GlandPharma

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Nagesh retweetledi

@Asset_Architect This is some stock, have been on it from 400 levels
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This is how my stocks performed today
Green to deep green
Dont follow me blindly

alphaaffairsf2f@alphaaffairsf2f
This is how my stocks performed today Deep red Dont follow me blindly
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Nagesh retweetledi

Pharma & healthcare has been the sector with standout numbers IN Q4FY26 results season
Get sector wise results from @stockscansin

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Nagesh retweetledi
Nagesh retweetledi

We are delighted to announce that Laurus Labs has earned a place in the S&P Global Sustainability Yearbook 2026 for the second consecutive year and is now part of the DJ BIC World Indices. #LaurusLabs #Sustainability
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Added some more Quality power

alphaaffairsf2f@alphaaffairsf2f
Got luck with exit Lets see if reentry turns out to be lucky or not Quality power
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Nagesh retweetledi
Nagesh retweetledi

The Q4 FY26 earnings call was very high quality!
Sai Life
Antifragile Thinking@unseenvalue
Sai Life down 10% DCAL up 10% Which one is a better asset?
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Nagesh retweetledi

Reading is only half the craft. The other half is pattern recognition: noticing when an idea from years ago suddenly explains a situation unfolding in real time.
One line from Ben Horowitz stayed with me: “If you are going to eat shit, don’t nibble.” Crude, but deeply practical. The lesson isn’t about startups alone; it’s about confronting reality fully instead of managing optics incrementally.
The best readers don’t just collect quotes. They build heuristics, then wait for life – markets, businesses, leadership, and relationships – to reveal where those models apply.
A good book becomes valuable twice: once when you read it, and again when reality makes you understand it.
This particular stock has seen a noticeable re-rating in recent days. Even today it's positively reacting to Q4 FY26 earnings.
antifragilethinking.substack.com/p/five-earning…

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Nagesh retweetledi

Concluded Investing Eleven Conclave' 2.0 !
11 speakers.
15 stock ideas.
Endless insights.
Thanks @suru27 @ishmohit1 @9onecapital
@amitabhvatsya @Shubham_TLI
@LearningEleven @Kaustubh11dec
@DigantHaria @prosperotree
@kshayjogani @dhruvrrawani @AI_Feb21

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Nagesh retweetledi

@kshayjogani @dhruvrrawani @DigantHaria @suru27 @AI_Feb21 @AlphaWealth000 @amitabhvatsya @9onecapital 8th Speaker of the Day: Sekhar @LearningEleven
Company Name : Sigma Advanced System Ltd
Sector: Aerospace & Defense
Market Cap: ~5596 Cr
#IEC2026 Hosted by @AI_Feb21 and @AlphaWealth000
x.com/ArthonAdvisors…
Arthon Advisors@ArthonAdvisors
8th Speaker of the Day: Sekhar @LearningEleven Company Name : Sigma Advanced System Ltd Sector: Aerospace & Defense Market Cap: ~5596 Cr #IEC2026 Hosted by @AI_Feb21 and @AlphaWealth000
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Nagesh retweetledi

Concluded Investing Eleven Conclave' 2.0 !
Kudos to all speakers for their insights & ideas.
Kumar Saurabh @suru27
Ishmohit Arora @ishmohit1
Gaurav Agarwal @9onecapital
Amitabh Vatsya @amitabhvatsya
Shubham Sethi (Logical Investor) @Shubham_TLI
Sekhar (Learning Eleven) @LearningEleven
Kaustubh Roplekar @Kaustubh11dec
Digant Haria @DigantHaria
Dhruvesh Sanghvi @prosperotree
Akshay Jogani @kshayjogani
Dhruv Rawani @dhruvrrawani
Many thanks to all attendees for staying with us till the end on a Sunday!
Appreciate the efforts of the team @AlphaWealth000 @Kaustubh11dec
@rastogi_manthan @AbhaySahukar7
Request feedback from you all. 🙏

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