Gaurav Agrawal
@9onecapital
Followers
5K
Following
793
Media
403
Statuses
2K
Investors in Indian markets since 2008 | Passionate about Indian listed Small, SME and Micro Caps | Ex Bowhead India Fund. Contact: [email protected]
India
Joined April 2020
Great practical list!
Master these 10 habits in 2026. Feel amazing, reclaim agency + self-respect. 1. final food 4 hr before bed 2. screens off 30 min before bed 3. avoid blue light 2hr before bed, use red/amber 4. book in hand 10 min before sleep 5. go to bed same time every night 6. light in
0
0
4
Substack post out now. A practitioner’s note on operated/ manipulated stocks: • how price management works • why bull markets hide risks • why bear markets expose them And importantly, our process to avoid these. Link:
Bull markets forgive many sins. Bear markets expose all of them. Tomorrow on Substack: How operated stocks are built Why prices disconnect from fundamentals And how investors can stay away from costly mistakes Subscribe to get it directly to your mailbox:
1
7
53
Substack post out now. A practitioner’s note on operated/ manipulated stocks: • how price management works • why bull markets hide risks • why bear markets expose them And importantly, our process to avoid these. Link:
Bull markets forgive many sins. Bear markets expose all of them. Tomorrow on Substack: How operated stocks are built Why prices disconnect from fundamentals And how investors can stay away from costly mistakes Subscribe to get it directly to your mailbox:
1
7
53
Bull markets forgive many sins. Bear markets expose all of them. Tomorrow on Substack: How operated stocks are built Why prices disconnect from fundamentals And how investors can stay away from costly mistakes Subscribe to get it directly to your mailbox:
0
0
29
One recently listed company which has debtors > TTM revenue conducted its first ever concall. Mcap below 2000cr. No one asked any questions on why debtors are high, how these should come down, expected bad debts if any.
1
0
21
What is real and what is not. So hard to differentiate what is fake and what is not in the age of AI
LOL, looks like that brave lawyer lady fighting society uncles story was completely faked for karma-farming.
1
0
6
Is it the start of political career for Mr Desai
“Our oil dependency has fallen by 60 per cent. Since 2008, India’s economy has quadrupled, yet the oil import bill has risen only 80 per cent. It is no longer a stress on our fundamentals.” Hear Morgan Stanley’s Managing Director and Chief India Equity Strategist, Ridham Desai,
0
0
10
Never imagined myself liking what someone from AAP is saying but as they say- never say never.
𝗣𝗮𝘁𝗶𝗲𝗻𝘁 𝗗𝗼𝗺𝗲𝘀𝘁𝗶𝗰 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 must be 𝗥𝗲𝘄𝗮𝗿𝗱𝗲𝗱, 𝗻𝗼𝘁 𝗣𝗲𝗻𝗮𝗹𝗶𝘀𝗲𝗱. I explained in Parliament how Investment in India remains heavily taxed, and why it needs to change.
1
0
26
Whenever a company clarifies promoter stake sale, it is usually fishy
Just a few days after their launch of the inhouse cell powered battery vehicles Promoter sold stake to repay loan and release pledge Stock at all time low Example of shareholders having Promoter's Vision and Promoter having cash...!! #OlaElectric
0
0
19
This thread is shared purely for education, to illustrate how going beyond disclosures can materially change how you assess risk. The End. (9/9)
3
0
2
None of these above mentioned risks were visible through conventional screening, headline ratios, or management presentations. They emerged only when the business was examined across jurisdictions, across entities, and across accounting layers. This is precisely why we remain
1
0
3
Summary: The Proprietary Difference Company X wrapped a futuristic narrative around a toxic core. But the scariest part? None of these risks were visible in the annual report or exchange filings. (7/n)
1
0
1
5. Earnings Quality and Liquidity: When Reported Profits Do Not Translate into Cash. The final and most decisive test for any transformation story is simple: does the business generate real, usable cash. Management positioned the legacy operations of Company X as a dependable
1
0
0
4. Governance Stress Signals: When Oversight Becomes Superficial In our experience, governance failures rarely announce themselves through one dramatic event. They surface instead through persistent fragility in the very roles meant to safeguard compliance and oversight. At
1
0
1
3. Global Legal Exposure: The US Was Not a Cash Cow Management sold a story of a “Stable Cash Cow” in the US that would fund their risky pivot. Most analysts only check Indian court records. We checked globally. What Our Proprietary Tools Uncovered: Our cross-border legal scan
1
0
1
2. The Sanctions Reality Behind the “Global Partner” Claim Company X’s entire growth thesis rested on importing sophisticated machinery from the West and partnering with a domestic “high-tech” firm to package chips for global export. What Our Proprietary Tools Uncovered: We ran
1
0
1
1. The Loudest Red Flag Was Silence The first and most glaring red flag wasn’t what we found, it was what the company didn’t disclose. Under standard regulations, material events, like the arrest of a key promoter or a catastrophe at a sister concern should be disclosed. Yet,
1
0
2
On paper, Company X was a legacy software business with modest but steady operations. Management announced a strategic pivot into high-end s************ manufacturing, positioning itself as a domestic champion aligned with global supply-chain realignment. They released glossy
1
0
2
Bull markets have a peculiar habit. Narratives begin to travel faster than facts. Every cycle has its chosen themes. In the current one, Semiconductors, Defence, and Deep Tech dominate investor imagination. Scarcity of listed plays, combined with policy tailwinds and global
1
0
4