Mr.TalkStock
@MrTalkStock
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SEBI RA - INH000016588 || CA || Full Time In Equities
Joined July 2022
This SaaS Fintech player won’t stay undervalued for long Q2 results are around the corner If I’m right, gross margins and pace of sales growth will pick up again Here’s why I believe Zaggle could be the next big breakout 🧵🧵🧵 #StockMarket #Diwali
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The trigger for VBL was announcing partnership in Alcoholic Beverages segment with South African Beer maker Carlsberg This expansion of business comes after Reliance Retail owned Campa Cola started a fierce price war with Varun Beverage’s main growth engine “Sting” energy drink
🚨 Varun Beverages jumps 9% on multiple key triggers 👇 • Reported 19% YoY jump in Q2 net profit • Announced expansion into alcoholic beverages market in India & abroad • Announced partnership with Carlsberg for beer business in Africa
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And then we like to compare ourselves with China 😂 I have personally seen this flyover move at snail’s pace over last 3 years. I live very close by. Not to mention the traffic, dust, and pollution caused Karnataka Govt. emptying the treasury giving freebies to unproductive
Started when she was pregnant. Her son’s in Class 3 now. Meanwhile, Ejipura Flyover is still waiting to be born
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Celebrate the materials that build America. Join us this ROCKtober 2025!
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Looks like Metal stocks are going to be on 🔥 tomorrow
Investors are waking up to some huge news from China: A trade deal is coming. China’s Vice Minister of Commerce just announced that US and China reached a "consensus" on key trade issues. This INCLUDES export controls, tariff suspensions, fentanyl-related measures, anti-drug
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Dear Magnus Members Zen Tech CMP: Rs 1391 Date of recommendation: 7th August Range: Rs 1390 - Rs 1415 Please sell entire holdings We are selling portfolio recommended stock Zen Tech at a minor loss Our thesis for the stock has not played out Company had guided for
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Advised clients to buy this stock after hearing management’s assurance about ₹600 Cr orders by H1 + how it’s building an IP led Defence powerhouse Took a hard decision and sold it at a minor loss on Thursday after observing only ₹37 Cr orders won this quarter Decision was
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LIC has been investing in Adani stocks for a long time. In fact, they made a killing by investing when Adani stocks were available cheap few years ago Stop spreading misinformation on behalf of your deep state bosses @washingtonpost
Exclusive: The Indian government allegedly directed $3.9 billion from the state-owned Life Insurance Corporation to India’s second richest man Gautam Adani’s businesses amid the mogul’s legal and financial challenges, a Post investigation reveals.
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Welcome to Koramangala 1st Block. Where rent goes up to ₹1 lakh per month for a 2BHK Civic amenities include a free back massage while driving on the main 80 feet road Footpaths are decorated with heaps of sand from multiple ongoing construction activity. Pedestrians must
Dear @nitin_gadkari We need a public website that shows: > Which contractor built road > Which babu approved it > Total cost & ministers involved > Firm responsible for maintenance Contractors are becoming billionaires while people die on roads Bring real accountability now!
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📈Sammaan Capital surging on a weak market day First the clean up of accounts Followed by Abu Dhabi’s IHC investment Now patience being rewarded #StockMarket
From a profit of ₹298 Cr to a loss of ₹2,760 Cr this quarter—alarming at first glance, isn’t it? But this isn’t your typical loss. It’s the result of a strategic transaction that could pave the way for a remarkable turnaround While the market may not understand it at first
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🪔My Diwali Portfolio For 2025 - 26 Current Date: 24th Oct 2025 💰Muthoot Finance: ₹3,182 / share (MCap: ₹1,27,779 Cr) 🏦IDFC First Bank: ₹79 / share (MCap = ₹64,368 Cr) 🪙MCX: ₹9,259 / share (MCap = ₹47,225 Cr) 🧪Acutaas Chemicals: ₹1,740 / share (MCap = ₹14,261
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Everyone on X talking about US India Trade Deal today It’s a trending topic But no one paid attention when I said the same thing last week
📈Why Is Market Near 4-Month High⁉️ In response to media queries on comments on India’s energy sourcing, the official statement from the Spokesperson Ministry Of External Affairs statement reads ‘India is a significant importer of oil and gas. It has been our consistent
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A Very Happy Diwali To My @X Family 🪔 May we all reap the benefits of a growing India 🇮🇳 #Diwali2025
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📈Good start to the new year for Zaggle in #MuhuratTrading Hoping for the momentum to continue throughout the year 🤞
This SaaS Fintech player won’t stay undervalued for long Q2 results are around the corner If I’m right, gross margins and pace of sales growth will pick up again Here’s why I believe Zaggle could be the next big breakout 🧵🧵🧵 #StockMarket #Diwali
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And that’s a wrap If you found this thread valuable: ✅ Like & Repost the first tweet ✅ Comment your thoughts ✅ Follow @Mr.TalkStock for more such deep dives
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🚨Risk Factors 👉 Moderate Profitability Margins (but improving) Compared to pure IT peers, Zaggle’s margins are lower since a large part of its business comes from low-margin, pass through rewards and redemption programmes That’s why strategic shift toward Zoyer (SaaS-led
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👉Growing Number Of Use Cases Zaggle benefits from the Government’s digitization initiatives (APIs, ONDC, UPI, BBPS etc.) and increasing client demand for automation, transparency, control, productivity and cost savings Eg - an improvement in road network is a catalyst for more
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👉Minimal Competition, Massive Market Zaggle operates in a category with virtually no like-for-like domestic competitors. 💡 Its all-in-one platform spans rewards, accounts payable, and employee expenses — integrated with corporate cards, UPI, and credit — at enterprise scale.
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👉Expansion Through Scale and Partnerships Zaggle today serves 3,500+ corporates with a churn of less than 1.5% — a strong sign of stickiness. Its user base has grown to 3.4 million employees, vendors & partners actively using Zaggle cards and software In Q1 FY26 they acquired
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🔍What Makes Zaggle Interesting? 👉A Strategic Shift – from Software Provider to SaaS Business Transition in business model from one-time rewards programme software (Propel) to recurring SaaS revenue (Zoyer – automating vendor payments) It’s a more scalable, higher-margin
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