Friend

@RupakChatto Alhamdulganesha.

Alhamdulillah

@AdityaD_Shah Aapne kaha thaa ki chorr promoter ka beta chorr.

Conclusion:- Indusind Bank has faces severe challanges in FY26 The complete overhaul of management was a right step. The new management is taking all the steps to revive the bank. The road ahead is not easy and slow and steady progress must be made by the bank!

🚨Indusind Bank-Is a turnaround in sight? Hit by:- 🏦Derivatives accounting problems 🏦Inflating microfinance NPAs 🏦Inflated fee income Indusind Bank saw a horror show in FY26, Rajiv Anand is now trying to script a massive turnaround in the bank, The bank reported a steady set of numbers yesterday, A thread🧵on the numbers of IndusInd Bank and what lies ahead?👇

@microcp2mltibgr AAP had no ideology

Indian politics now runs on one rule: “Don’t change ideology… just update party like a software patch.”

@ekwufinance Issue with Japan is that it's sovereign assets are not priced to perfection

51 out of 52 countries that passed the 130% debt-to-GDP ratio defaulted one way or another. The one exception… Japan, which is about to default. The US is expected to reach 130% debt to GDP by 2030.

@jcrajan00 @IndianGems_ We can live without water or petrol?

@IndianGems_ We spend ~$120B/year importing crude. Ethanol blending isn't about saving at the pump — it's about shrinking that import bill. The water argument is real, but I'd worry more about being 85% dependent on global oil markets where we control nothing.

Ethanol costs more than petrol, with no savings. It lowers mileage, increasing fuel use. Producing 1L ethanol takes 2,860L water, harming the environment. Then Who actually benefits from ethanol blending?

@TokyoDeepValue Only issue is government debt. That causes an issue

Benjamin Graham died in 1976. He never saw a Japanese net-net. If he had, he would have wept, because Japan in 2026 is the purest expression of his entire life’s work, rendered at scale, across an entire market, in a language he did not speak, waiting for someone to simply do the arithmetic. There are more than 400 companies on Japanese exchanges trading below net current asset value right now. Not below book. Below the cash and receivables and inventory minus all liabilities. The plant is free. The land is free. The 70-year customer relationships are free. The patents are free. You are being paid, in the form of a discount to liquid assets, to accept a going concern that has been profitable for 40 years. Graham’s original formula asked for a price below two-thirds of net current assets. In Japan today you can build a portfolio of 50 such companies. He asked for consistent profitability over the prior decade. In Japan you can require profitability in every year since the Reagan administration and still have 300 names to choose from. He asked for no debt. In Japan, no debt is not an achievement, it is a cultural default, because the presidents of these companies were raised by men who survived the war and believe that owing money is a moral failing. The margin of safety Graham described in 1949 as theoretical and rare is, in Japan in 2026, the base case of an entire market sub-segment, and it has been sitting there, compounding, while the governance reforms force buybacks and the Tokyo Stock Exchange names and shames companies trading below book and the activists win vote after vote and the successors of the founding families, who do not want to run forklift-spring factories in Gifu Prefecture, quietly sell to strategic acquirers in afternoon transactions that never make the American financial press. You do not need to be a genius. You need to be willing to do what Graham asked you to do 77 years ago, in a market he never got to see, using a screen that takes an afternoon to build, with an edge that is protected by nothing more sophisticated than the fact that almost no American investor can be bothered to open a Japanese brokerage account. The arithmetic is the arithmetic. The margin of safety is the margin of safety. The opportunity is not subtle. It is simply unfashionable, and unfashionable, as Graham understood better than anyone, is the only place where real returns have ever lived.

@itsnitinverma Sir I don't understand how do you invest in stocks which have a history of less than 2 years. I feel very scared. How do you fundamentally select stocks?

Yash Highvoltage has crossed ATH today. ✅ What a move it is having. #YashHighvoltage Disc : I exited early due to concentration.

@Shashank1171 Bubble is gonna burst. My query is that will the electrification theme also stop ?

Imagine due to whatever reason AI capex speed reduces due to bubble burst or any other issue. Whose cash flows get impacted most? A fuel cell company that installed the power solution in 60 days collecting full payment or a turbine manufacturer promising delivery 3 years ahead?

@InvestInMicro Run from this nation run!! Run away with you're capital.

Two friends grew up together. Same school, same teachers, same dreams. One of them scored lower, but the system had a seat reserved for him. He got the job. Stability came early. Confidence followed. A few years later, he’s posting pictures from Canada, the UK, maybe US. Life moved fast for him. The other one did everything right. Studied harder. Scored better. Played by the rules. But there was no seat for him. No backup. Just rejection after rejection. And now the solution offered to him is Rs 3000 a month. So he keeps going. Filling forms, preparing for exams, standing in lines, year after year. 3000 hits the account, but nothing really moves in life. One used the system and moved ahead. The other is still stuck waiting for his turn. And this is being sold as empowerment.

@samisosa1234 We need to immigrate. If you have income from equity dividends you moving out is a signal to government that stop sucking blood.

Income Tax : Surcharge limits need to be revised. 50 lacs annually in a city like Mumbai is nowhere near rich for a family and the burden of a surcharge of 10% additional is just crazy. 15% on 1 cr income is also too much Personally feel surcharge limits should start from 2 cr

@Random_Gyan Smallcap investment also.

Simple intuitive understanding which is obvious is 1.5 x 0.6 = 0.9. so you loose 10% on a geometric basis after 2 turns. But if you do 100 small bets of equal value 50 will go up by 50% and 50 will go down by 40% so you make 105. The entire startup investment is based on this.

@tillwehvfaces Do you have an about page? I am curious what kind of a human being(gender/nationality/job/age) can read book all day. (My goal once I retire early).

From "The Return of the King" chapter 9, "The Last Debate," a pivotal meeting where Gandalf convinces the Captains of the West, including Aragorn, Éomer, and Imrahil, to march their diminished forces on the Black Gate of Mordor as a distraction from Sam and Frodo.

J.R.R. Tolkien on our role for future generations

@tushar9590 Thank you 🙏🏽

Nelco - A part of Tata Group co operating in satellite communication which has done nothing in the past decade. Below Snippet from Q4FY26 shows significant increase in CWIP in FY26. With India on the brink of launching satellite based broadband Co should be a big beneficiary, thus spending on this front.

@SamarthNagpal26 Yes. A fall to 23500/23200 and gap filling before continuing would be good.

The heart says let this euphoria continue The mind says the valuations have become obnoxious A cool off & catch of breath would be better than a maddening run & slaughter of late entrants …

@Maaachaaa69 He must be immediately fired. 100% ethanol means we are wasting water to such an extent that India become a desert.

I am 100% sure reporter must have heard wrong so wrote accordingly. 100% ke baad blend nahi hota, pure Ethanol hoga 😉, Gadkari ji aisa kabhi nahi bol sakte

@InvestInMicro They need Bengal as a port infrastructure for UP and Bihar. Winning it is a necessity.

Rs. 3000 deke vote le lo… Phir 30 saal ka growth bhool jao. Cheap politics😏

Not building skills. Not building industries. Just building vote banks. At this pace, forget Top 3 economy… We won’t reach there even in 1000 years.

@dhanesh500 Anybody with 10cr in Mumbai must do a trip to Singapore to get humbled.

You can retire with ₹10cr in Chennai You cannot retire with ₹10cr in Mumbai Mumbai can truly humble the wealthiest people of the nation

@contrarianEPS We need risk adjusted returns. Investment process must account for risk.

If your investment process gets affected by what's happens in Iran, you never had a process.

@InvestInMicro None. I don't consider it as a mistake. Majority of these are up due to US AI boom which is a bubble. I have a job. I can't focus on these stocks simultaneously along with checking if US AI bubble lasts how long.

Mutual Funds quietly loaded these microcaps… And now they’re up 100-250% in just 1 year 👀 • MTAR Tech +246% • Quality Power +245% • Sterlite Tech +213% • Apollo Micro +136% • TD Power +127% • Axiscades +122% • Sansera +110% Which stock are you holding from this? 👇