Learner Deepak Tripathi

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Learner Deepak Tripathi

Learner Deepak Tripathi

@deepontweet

Retweets are not endorsements and tweets are my personal views. Data Engineer & Data scientist. Charts are for my records.

Bengaluru, India เข้าร่วม Eylül 2010
73 กำลังติดตาม82 ผู้ติดตาม
Dr Prashant Mishra
Dr Prashant Mishra@drprashantmish6·
Virtuoso Optoelectronics Ltd
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StoxPlex Shubham (SEBI RA)
🟢 SOLAR PROJECTS MUST USE INDIAN-MADE CELLS FROM JUNE 2026 Biggest 2 Beneficiaries 1. Waaree Energies 2. Premier Energies 📌 But now find raw material suppliers
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ZenFlow Finance
ZenFlow Finance@ZenFlowFinance·
@deepontweet Castro did mention but their capacity is mineral oil and not ester. SOTL can be a beneficiary due to the ester capacities
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ZenFlow Finance
ZenFlow Finance@ZenFlowFinance·
Savita Oil Technologies. ₹419. The street sees a legacy lube company. We see India’s data center cooling play hiding in plain sight. A thread. 🧵
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ZenFlow Finance
ZenFlow Finance@ZenFlowFinance·
The street is paying 15.8x for what looks like a legacy industrial company. What they’re actually getting: a zero-debt, consistently dividend-paying synthetic ester manufacturer at the intersection of India’s power supercycle and the global AI cooling boom. Mahad Phase 2 is commissioned. Q4 numbers show the margin inflection has started. Valuation hasn’t caught up yet. This is the window. $SOTL. ₹419. Watch this space. Not investment advice. Do your own research. Built on research inputs by: @LearningEleven — At Zenflow Finance, we track what actually moves markets.
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Tech Star Shahrukh
Tech Star Shahrukh@techstarsrk·
FACT : 3AC Side Lower & Upper Seats are exactly as same as 2AC Side Lower & Upper Seats. You are just paying extra.
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खुचरेंप
खुचरेंप@khuchrep·
Booked a Tatkal Sleeper ticket today from kanpur central to New Delhi. Filled every detail in seconds, but IRCTC kept showing- "We are experiencing high load." Tried repeatedly, Then my ID got locked out. Minutes later, every seat was gone. So the question is - who actually gets these Tatkal tickets? Genuine passengers or a system designed to fail common people every morning? If lakhs of users face the same "high load" issue daily, why has it still not fixed it? Or is the chaos itself benefiting someone? @IRCTCofficial @RailMinIndia @AshwiniVaishnaw
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Kirubakaran Rajendran
Kirubakaran Rajendran@kirubaakaran·
Most people will never run this because it is too simple. They will keep searching for the next algorithm, the next pattern, the next guru. The edge in the market is not always hidden in complexity. Sometimes it is sitting in plain sight, and the only thing protecting it is the fact that most people will not believe something this simple actually works. Have shared in detail about this system in @VijayThk podcast youtu.be/yVrM-1FdPRA
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Kirubakaran Rajendran
Kirubakaran Rajendran@kirubaakaran·
₹1 lakh invested in Niftybees in January 2008 is worth ₹4.43 lakh today. 8.45% CAGR over 18 years. That same ₹1 lakh, switched between Niftybees and Goldbees using one trading rule, became ₹20.84 lakh. 18% CAGR. Here's the strategy details 🧵
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Learner Deepak Tripathi
Learner Deepak Tripathi@deepontweet·
@sudheep8531 But this problem is with all the governments..who will you vote...we don't have option kejriwal was different but he also came with same.. congress also had many schemes
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The opportunistinvestor
The opportunistinvestor@sudheep8531·
Custom duty on gold and silver increased from 5 percent to 10 percent. Oh great..so again all they wanted was tax...they just mixed it patriotism to shove it inside your throat. Now politicians can make good money from gold smuggling too...the difference between international and domestic prices are their margin. Now how much are you expecting petrol and diseal to be increased? I am expecting 15-20 rs Total production and marketing cost still will be below 80. Rest taxes will take it to 120-125. To fund ladli behna... Enjoy...u voted for it.
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NEHA KATHURIA
NEHA KATHURIA@nehabhi11·
I am Neha Kathuria this side victim of theft in train no.19716 coach HA 1 cabin A. On 12th April at JHIR someone pulled the chain & barged inside my cabin A whose latch was not working properly & took away my handbag which had gold jewellery worth 10lakhs, 25000 cash, debit card, adhar cards and few more things. There was no RPF depolyed in the 15hrs train journey & even after this incident no one came over. Due to the negligence of India Railways I had to face this financial loss as well as mental trauma. It is almost a month but have not received any positive response to the same. Please help me with this matter because if we passengers are not safe in first AC then where should we travel? @AshwiniVaishnaw @RailMinIndia @rohitagarwal850 @CMOFUPGOV
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Mr. Wadhwa
Mr. Wadhwa@sourabhwadhwa22·
Aarti Industries AARTI INDUSTRIES SIGNALS STRATEGIC SHIFT TOWARDS HIGH-VALUE CHEMICALS 🟢 Plans to diversify revenue into high-barrier, tech-driven industries 🟢 Focus on segments that typically enjoy higher margins and valuation multiples 🟢 Indicates move away from commoditised chemical exposure 🟢 Strategy aligned with speciality chemicals + export-oriented demand trends 🟢 Long-term aim: improve earnings quality and reduce cyclicality This is essentially a re-rating narrative attempt — shifting from volume-led chemicals to innovation-led, higher entry-barrier products Key execution factors: 🔴 R&D capability and product pipeline depth 🔴 Ability to scale specialty portfolio without margin dilution If successful, this can structurally improve ROCE and market perception, but execution risk remains
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RedboxGlobal India
RedboxGlobal India@REDBOXINDIA·
AARTI INDUSTRIES: CO AIMS TO DIVERSIFY ITS REVENUE STREAMS INTO HIGH-BARRIER, TECH-DRIVEN INDUSTRIES, WHICH TYPICALLY COMMAND SIGNIFICANTLY HIGHER MULTIPLES AND MARGINS. - CONCALL UPDATE
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Learner Deepak Tripathi
Learner Deepak Tripathi@deepontweet·
@itsTarH What target you see ? Consider growth it will pick..or will 40 wema be your exit call..40 wema is too far
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Tar ⚡
Tar ⚡@itsTarH·
#MTARTech is the only Indian listed AI proxy play The Bloom Energy impact is evident in this qtrs financials Operating Leverage should play out from here with EBITDA margins expanding back to 30%+ range FY28 Rev should be 2200-3000cr D: Invested with avg of ~1700, biased
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Safir
Safir@safiranand·
I think few areas where India needs legal (law) overhaul are- 1. Traffic (and abuse of safety) 2. Rape 3. Juveniles getting away in cases like Nirbhaya Maybe many more but these are low hanging fruits.
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Ameya
Ameya@Finstor85·
@deepontweet What else will happen when one keeps buying back
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Ameya
Ameya@Finstor85·
Today's investors want the frontline IT companies to take aggressive bets. Rather than returning nearly 100% of profits through dividends, doing buybacks, invest in foundational, emerging players. Sad part is, western VC has spotted what India startup ecosystem is building & is scooping up everything that comes their way. While Indian companies are positioning to be consumer/user rather than investing in the sovereign indigenous tech.
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Shreenidhi P
Shreenidhi P@nid_rockz·
A lot of you told us: "We like your smallcases, but want something more stable too." We listened. Introducing PINC Evergreen Wealth Fund — our first Mutual Fund basket on Smallcase. Curated for growth, with a smoother ride. Grateful for the trust so far. Would love your support on this one too. pincwealth.smallcase.com/smallcase/MF_P…
PINC Wealth@PincWealth

After the success of our first 2 smallcases, we are introducing the PINC Evergreen Wealth Fund - a high-growth potential mutual funds portfolio curated by our veteran research team. Click here to know more and subscribe: pincwealth.smallcase.com/smallcase/MF_P… @nid_rockz @TiltQuest

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Learner Deepak Tripathi
Learner Deepak Tripathi@deepontweet·
@pratikbagadia I don't have notes at this moment prateek ji..i studied when I see mukul Agarwal,s name in this counter.i tried to find out the details of this company in LinkedIn in and Google but did not find anything significant there with respect to IT,people and data center.i may be wrong
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Pratik Bagadia
Pratik Bagadia@pratikbagadia·
@deepontweet Getting trapped is a very strong word implying credibility issues. If you have any evidence for it then kindly share, am happy to learn If not then let's not get confused with information gaps and credibility
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Pratik Bagadia
Pratik Bagadia@pratikbagadia·
📌Decoding a Data Centre solution provider company based on publicly available information Company: Unified Data tech solutions TTM PE: ~22x | Promoter holding: 60.39% PS: No Buy/Sell rec; Interested & biased, Analysis can go wrong so kindly use it for educational purpose
Pratik Bagadia tweet media
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