🔓 Unlocking Hidden Potential — A 40-Day Learning Journey. Over the past few months, I’ve been reflecting deeply—not just on investing, but on what truly unlocks long-term growth, both in markets and in life. While I’ve always believed in compounding knowledge and conviction,.

11/.Would love to hear your thoughts. Do you hold Rajratan? Averaged? Exited?. Do you see long-term value or are you still cautious on EV/Auto cycles?. Let’s discuss. I’m learning every day — just sharing as I go. #Investing #Microcaps #DuPont #ValuePickr #TechnicalAnalysis.

10/.Investing is not always about timing the perfect entry. It’s about owning good businesses through cycles, with conviction — not stubbornness. I’ve made mistakes before. But RGWL is a learning in valuation, execution lag, and patience.

9/.Suggested Strategy (Not a reco, just my view):. Plan of action:. Price at 330–350: RSI oversold, near support, I will accumulate based on availability of funds, thinking of long term. There is a risk of going below 310 anyways. Price above 410: Trend reversal confirmed, so.

8/.Key Risks I’m tracking:. - Thai plant RoCE recovery.- Too much reliance on tyre cycle.- EV tyre design changes (so far I believe it’s not significant).- Failure to recover margins despite volume. These would trigger a re-evaluation, not blind holding.

7/.So why do I still hold?. Because:. - They dominate India + Thailand (only manufacturer of bead wire in Thailand).- Entry barriers in bead wire are real.- Cash flows + RoE still strong.- Auto cycle revival ahead.- I’m not playing next quarter — I’m playing the cycle.

6/.Technical View. Current: ₹347.ATH: ₹1,300 (Sept 2022).Fall: ~73%. Strong support: ₹310–330. If this breaks → Next support ₹270 / ₹225. Reversal only > ₹410 (volume-led breakout). RSI ~30 = Oversold. Smart money may be accumulating.

5/.My Portfolio Logic. I don’t blindly average down. But I do scale into quality at better risk-reward points. - Earlier allocation: 6% (but of small PF size, remember I scaled my PF 1300x over 5 years).- Reduced post-averaging: ~6.5%. Watching ₹310 zone to consider fresh add.

4/.But why the fall then?. - High PE at peak (>80x in 2022).- Margin Compression (Thai ops dragged).- EV shift created perceptional risks.- Sector cyclicality. So this was mainly a valuation de-rating + execution lag.

3/.DuPont Breakdown: ROE still intact. ROE = Profit Margin × Asset Turnover × Leverage. A. Profit Margin: ~10% (was 13%+ during peak).B. Asset Turnover: ~1.4x.C. Leverage: ~1.7x (conservative). ROE = 10% × 1.4 × 1.7 = ~24%. Even after correction, RGWL maintains a respectable RoE.

2/.What went wrong with Rajratan?. While it’s India + Thailand’s largest bead wire maker, it hasn’t been immune to:. - Auto OEM cycles.- Margin pressures.- Delay in Thai plant ramp-up.- Input cost volatility.- Overvaluation in 2022. Still, I didn’t panic sell.

Why I’m Still Holding Rajratan Global Wire — A Deep Dive into This Bead Wire Specialist 🔍. 1/.The stock is down 70%+ from ATH. Many exited. I haven’t. Why?. Let me break down:. •Why the fall.•DuPont fundamentals.•My portfolio logic.•Tech chart view.•Should you accumulate

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