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SAM

@somair2003

Chief Marine Engineer ⚓ | 27 yrs decoding business trends | Smallcap hunter & 10x picker | Kirloskar Oil, Raymond, Mirza Intl, Prince Pipe proven multibaggers

India Katılım Eylül 2011
421 Takip Edilen110 Takipçiler
SAM
SAM@somair2003·
@EdelweissMF,@EdelweissFin,@rasheshshah Dear Mr. Rashesh Shah and Team, Good day. I wish to reiterate my concern regarding the very low returns delivered to minority shareholders since Edelweiss was listed. Over this long period, the company’s performance has not even managed to beat fixed deposit returns, which is deeply disappointing for long-term investors. In your recent concall, you mentioned plans to list EAAA in order to monetize employee shares via IPO. While this may benefit employees and insiders, what about the minority shareholders who have stood by Edelweiss for many years? Without demerging and listing EAAA separately, minority shareholders will not benefit, and the holdco discount of nearly 60% will continue to erode Edelweiss’s valuation. This structure appears to disproportionately benefit insiders through ESOPs in the upcoming IPO, while sidelining the interests of minority shareholders. I urge you to consider demerging EAAA so that value creation is shared equitably. As you know, wealth cannot accompany us on our final journey. What remains is the legacy of how ethically and fairly we conducted business. I sincerely hope Edelweiss chooses the gentleman’s path—ensuring that minority shareholders also share in the wealth creation—rather than leaving them disadvantaged.
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SAM@somair2003·
@LearningEleven So, why put this tweet out there for everyone?
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Sekhar
Sekhar@LearningEleven·
A company whose Sep ’26 quarterly revenue could potentially become its Sep ’27 monthly revenue. Is that guaranteed? Of course not. But is the potential there? It certainly seems so. A short note on the company drops tomorrow, exclusively for subscribers.
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Shivanshi Verma
Shivanshi Verma@shivanshi_v·
If you don't lose weight, we pay you all your money back with ₹1000 extra. So you only lose weight not your money. Try HealthTick program, developed by PhD researchers of IITs, so you can lose weight and maintain it without any dieting.
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Amit Malviya
Amit Malviya@amitmalviya·
A powerful voice from the ground. A young rapper, who goes by the name Manchu Dada on Facebook, has dropped a hard-hitting, copyright-free track exposing the scams under Mamata Banerjee. This is more than just music, it’s a reflection of growing public anger. Across West Bengal, people are contributing in their own ways to bring an end to the misrule of the Trinamool Congress. But when the youth begin to push back, it signals a point of no return. On the other hand, the Bharatiya Janata Party has laid out a clear roadmap for the future. Big promises for Youth and Women in West Bengal: • Creation of 1 crore jobs and self-employment opportunities over the next five years, along with ₹3,000 financial assistance for every unemployed youth. • Strong focus on women’s safety and empowerment, women-only police battalions, Durga Surokha Squads, and 33% reservation in state government jobs. • ₹3,000 monthly financial support for women. When young voices rise, change follows. Spread the word.
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SAM
SAM@somair2003·
@varinder_bansal What’s your current view on your earlier recommendations like SKF (liquid gold), HIL, BCL, KPIT, and ETC? Do you still have conviction in these companies, given that their prices have halved while valuations have doubled?
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Varinder Bansal 🇮🇳
Varinder Bansal 🇮🇳@varinder_bansal·
Many were talking about redemption pressure to hit and all. Guess what - March month saw highest ever SIP inflows in the mutual funds. Salute to retail investors.
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Shankar Sharma
Shankar Sharma@1shankarsharma·
@BasantBaheti3 Not true at all. It has been lauded by entire Europe as well. Like I said, it's all good. We can shut our eyes to reality and imagine stuff different from reality.
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SAM@somair2003·
@MamataOfficial No one returning Bangal..just check interstate immigration..you will shocked to see the reality
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Mamata Banerjee
Mamata Banerjee@MamataOfficial·
Bengal is defined by inclusivity, harmony, and togetherness. And that seems to have become a bitter pill for the Bangla-Birodhis to swallow. BJP and their B-teams are working with a calculated, ulterior motive to destabilise Bengal, stoke unrest ahead of the elections, and reap electoral benefit from the chaos they themselves unleash. They want to poison minds, sow hatred, pit community against community, and paint Bengal as a lawless land. They are actively conspiring to impose President's Rule through the backdoor, so desperate are they to seize power by any means necessary. The people of Bengal will not allow this. Today, at my janasabhas in Sagardighi, Suti, and Baisnabnagar, I was received with outstretched arms and open hearts. I have strongly called upon the people to exercise restraint, remain democratic in their conduct, refuse to be provoked, and above all, maintain peace. I say to the people with full conviction that we will let no harm befall you. With Babasaheb Ambedkar as our guiding light, we will continue to walk the path of the Constitution, uphold its values, and defend the rights and dignity of every citizen. We will fight BJP's 'Divide and Rule' policy together, as one, and we will prevail. I call upon the people of these constituencies to cast their precious votes for our Maa-Mati-Manush candidates, Bayron Biswas, Emani Biswas, and Chandana Sarkar, and send a message that Bengal cannot be broken, bought, or bent.
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SAM
SAM@somair2003·
@nsitharamanoffc @PMOIndia @narendramodi You are planning to extend ₹2.5 lakh crore in support to the export sector. In this context, I request you to kindly consider an alternative measure: abolishing Long-Term Capital Gains (LTCG) tax for a period of five years. The potential revenue impact would be limited to approximately ₹25,000 crore per year, yet the benefits could be transformative. Investor confidence and “animal spirits” would be revived, enabling MSMEs and small and micro-cap companies to raise equity capital at lower costs. This would reduce their dependence on high-interest debt and strengthen their financial resilience. Such a step could provide a powerful boost to domestic enterprise while complementing your broader economic support initiatives. Respectfully submitted for your consideration
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SAM@somair2003·
@EdelweissMF I wish to reiterate my concern regarding the very low returns delivered to minority shareholders since Edelweiss was listed. Over this long period, the company’s performance has not even managed to beat fixed deposit returns, which is deeply disappointing for longterm investors. In your recent concall, you mentioned plans to list EAAA in order to monetize employee shares via IPO. While this may benefit employees and insiders, what about the minority shareholders who have stood by Edelweiss for many years? Without demerging and listing EAAA separately, minority shareholders will not benefit, and the holdco discount of nearly 60% will continue to erode Edelweiss’s valuation. This structure appears to disproportionately benefit insiders through ESOPs in the upcoming IPO, while sidelining the interests of minority shareholders. I urge you to consider demerging EAAA so that value creation is shared equitably. As you know, wealth cannot accompany us on our final journey. What remains is the legacy of how ethically and fairly we conducted business. I sincerely hope Edelweiss chooses the gentleman’s path—ensuring that minority shareholders also share in the wealth creation—rather than leaving them disadvantaged.
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SAM
SAM@somair2003·
@priyankac19 @YouTube But why are you batting so hard for vedanta..Mr. Anil Agrawal not Tatas. He is also not carring good name in business ethics.
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SAM@somair2003·
@nsitharamanoffc Madam, your department disrupted the smooth functioning of the stock market in 2024 by attempting to repair a system that was not broken. For the past two years, we, retail investors have been struggling to restore stability and put the market back on track. We are exhausted from these efforts, and now it is your responsibility to address the situation your department created. Therefore, we urge you to rationalize short-term capital gains tax (STCG) and eliminate long-term capital gains tax (LTGC) for the next three years. @NileshShah68 @safiranand @connectgurmeet @SunilBSinghania @chokhani_manish @narendramodi @PMOIndia @nsitharamanoffc ,@Sanjay__Bakshi
Ashish Gupta@AshishGupta325

What exactly is this arrogance built on? A collapsing currency An underperforming equity market Relentless FII outflows And inflation that refuses to cool down

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SAM@somair2003·
@CNBCTV18News Is Madam losing? Every coastal state consumes fish. Can you name a single Bengali who has been stopped from eating fish in Maharashtra?
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CNBC-TV18
CNBC-TV18@CNBCTV18News·
WB Chief Minister Mamata Banerjee claims BJP may impose restrictions on eating Fish, Eggs or Meat if it comes to power in the state. Addressing an election rally in WB's Purulia, the TMC supremo said "Fish is not eaten in BJP-ruled states. If BJP comes to power, you won't be able to eat meat or eggs...BJP is one-sided, they don't believe in any religion... These people incite riots. They come to power by inciting riots, they come to power by killing people" #Watch #BJP #MamataBanerjee #TMC #Kolkata #WestBengalElections #CNBCTV18Digital
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SAM@somair2003·
@CIDCO_Ltd @Dev_Fadnavis Dear Sir, Could you please update us on when the Kharghar coastal work will commence? The tender has already been awarded, yet the project appears to be delayed. This is a crucial infrastructure development for the people of Kharghar, as it will provide vital connectivity to Navi Mumbai Airport. @NaviMumbaiNet
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SAM@somair2003·
Madam ji, Most of businessMan are crony capitalist in India,Vedanta’s Anil ji has not always acted as an ethical promoter. At one point, he attempted to delist his company by offering only ₹87 per share to minority shareholders. The move failed because LIC opposed it. Yet, within the next five years, the same company distributed ₹240 per share as dividends,clearly done to help reduce debt at its parent company, Vedanta Resources. Meanwhile, Hindustan Zinc, which is partly government-owned, pays ₹3,000 crore annually as royalty to Vedanta. Have you ever heard of a mining company paying royalty in this way? Typically, royalties are paid for critical technologies or brand associations. What real value addition is Vedanta providing to Hindustan Zinc in return?
Priyanka Chaturvedi🇮🇳@priyankac19

So here’s a quick thread on how Param Pujya Industrialist Adani ji has managed to get a go of First, the bankrupt Jaypee Group assets: •Real Estate: Nearly 4,000 acres of land in Noida and Greater Noida, including the Jaypee Greens and Wish Town developments. Cement: Capacity of roughly 6.5 to 9 million tonnes per annum across Uttar Pradesh and Madhya Pradesh. Sports Infrastructure: The Buddh International Circuit (India's only F1 track). Hospitality: Five luxury hotels in Delhi, Agra, and Mussoorie. All of this was up for a bid, with a net value of ₹12,505 crore, as the highest recovery plan placed for the debt-laden company. 1/

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SAM@somair2003·
Madam ji, All businessMan in India are crony capitalist. Vedanta’s Anil ji has not always acted as an ethical promoter. At one point, he attempted to delist his company by offering only ₹87 per share to minority shareholders. The move failed because LIC opposed it. Yet, within the next five years, the same company distributed ₹240 per share as dividends,clearly done to help reduce debt at its parent company, Vedanta Resources. Meanwhile, Hindustan Zinc, which is partly government-owned, pays ₹3,000 crore annually as royalty to Vedanta. Have you ever heard of a mining company paying royalty in this way? Typically, royalties are paid for critical technologies or brand associations. What real value addition is Vedanta providing to Hindustan Zinc in return?
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Priyanka Chaturvedi🇮🇳
Priyanka Chaturvedi🇮🇳@priyankac19·
So here’s a quick thread on how Param Pujya Industrialist Adani ji has managed to get a go of First, the bankrupt Jaypee Group assets: •Real Estate: Nearly 4,000 acres of land in Noida and Greater Noida, including the Jaypee Greens and Wish Town developments. Cement: Capacity of roughly 6.5 to 9 million tonnes per annum across Uttar Pradesh and Madhya Pradesh. Sports Infrastructure: The Buddh International Circuit (India's only F1 track). Hospitality: Five luxury hotels in Delhi, Agra, and Mussoorie. All of this was up for a bid, with a net value of ₹12,505 crore, as the highest recovery plan placed for the debt-laden company. 1/
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SAM@somair2003·
Madam ji, in the business community of India everyone is equal and not ethical baring some very few promoters, Vedanta’s Anil ji has not always acted with ethical business practices. At one point, he attempted to delist his company by offering only ₹87 per share to minority shareholders. The move failed because LIC opposed it. Yet, within the next five years, the same company distributed ₹240 per share as dividends—clearly done to help reduce debt at its parent company, Vedanta Resources. Meanwhile, Hindustan Zinc, which is partly government-owned, pays ₹3,000 crore annually as royalty to Vedanta. Have you ever heard of a mining company paying royalty in this way? Typically, royalties are paid for critical technologies or brand associations. What real value addition is Vedanta providing to Hindustan Zinc in return?
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Priyanka Chaturvedi🇮🇳
Priyanka Chaturvedi🇮🇳@priyankac19·
Seems like it will head to Adani Group going by the only 2 firm bidders in the fray- Vedanta and Adani. Blatant as ever. Clearly unfair as I can see on reading this. PS: as per the replies the bid has already gone to BJP’s Param Pujya Industrialist~ Adani ji Not surprising at all.
Anil Agarwal@AnilAgarwal_Ved

This morning, I was reading Chapter 15 of the Bhagavad Gita. One thought stayed with me. “Have courage. Stay humble. Do your duty without attachment.” Life tested this. Some years ago, Shri Jaiprakash Gaur, who built Jaypee Group, came to meet me in London. He had built an empire over his lifetime with hard work and vision. He reached out more than once. He wrote to me. His only wish was simple that what he had built should go into safe hands and be taken forward with the right intent. He even wrote me letters in Hindi, in his own words, expressing his trust. At that time, we could not proceed. Recently, the asset went into a public auction by CoC in the IBC process. Many strong bidders participated. Suddenly, the sentiment and wishes of Jaiprakash Gaur ji came rushing back to me. One by one, everyone dropped out of the bidding. Finally, we were declared the highest bidder publicly. It was a transparent process. We were informed in writing that we had won. But life is never so simple. After some days, the decision was changed. Don’t want to go into the details. That is for the right forum. But I want to share something from my heart. We have no attachment to this asset. If it comes, it is God’s grace. If it goes, that is also his wish. But one thing we believe strongly. When something is promised in dharma, it should not be taken back. In our scriptures also, we see this again and again. Truth, commitment, and fairness are above everything. So, what should one do? Gita gives a simple answer - do your duty, with courage, but without anger or attachment. That is what we will do. We will place the facts in the right way. We will follow the right path. Rest, I leave to God.

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SAM
SAM@somair2003·
Sir, you have merged several companies such as Sesa Goa, Sterlite, Cairn India, and others under the banner of “synergy.” When Cairn India was merged, the company had ₹25,000 crore in cash reserves on its books. Adjusted for inflation, that amount should be closer to ₹50,000 crore today. Will you consider demerging Cairn India with this cash balance restored? If not, where has that cash gone? The Bhagavad Gita teaches us that everyone receives the fruits of their karma in this life itself. And since scientists have not yet invented a system to transfer wealth to heaven, perhaps we must simply wait for justice to unfold here on earth.
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Anil Agarwal
Anil Agarwal@AnilAgarwal_Ved·
This morning, I was reading Chapter 15 of the Bhagavad Gita. One thought stayed with me. “Have courage. Stay humble. Do your duty without attachment.” Life tested this. Some years ago, Shri Jaiprakash Gaur, who built Jaypee Group, came to meet me in London. He had built an empire over his lifetime with hard work and vision. He reached out more than once. He wrote to me. His only wish was simple that what he had built should go into safe hands and be taken forward with the right intent. He even wrote me letters in Hindi, in his own words, expressing his trust. At that time, we could not proceed. Recently, the asset went into a public auction by CoC in the IBC process. Many strong bidders participated. Suddenly, the sentiment and wishes of Jaiprakash Gaur ji came rushing back to me. One by one, everyone dropped out of the bidding. Finally, we were declared the highest bidder publicly. It was a transparent process. We were informed in writing that we had won. But life is never so simple. After some days, the decision was changed. Don’t want to go into the details. That is for the right forum. But I want to share something from my heart. We have no attachment to this asset. If it comes, it is God’s grace. If it goes, that is also his wish. But one thing we believe strongly. When something is promised in dharma, it should not be taken back. In our scriptures also, we see this again and again. Truth, commitment, and fairness are above everything. So, what should one do? Gita gives a simple answer - do your duty, with courage, but without anger or attachment. That is what we will do. We will place the facts in the right way. We will follow the right path. Rest, I leave to God.
Anil Agarwal tweet media
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Keşfet

@EdelweissMF @EdelweissFin @rasheshshah @LearningEleven @shivanshi_v @varinder_bansal @VinodSharmaView @ECISVEEP