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Dhanesh Gianani Profile
Dhanesh Gianani

@dhanesh500

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CA | Momentum stocks and IPO bases | Expertise in Indian Equities | Private markets by day, Public markets by night

Mumbai, India
Joined June 2020
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@dhanesh500
Dhanesh Gianani
5 months
My goal was to make 1 Cr from stocks this year, only 1.5 Cr more to go. .
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@dhanesh500
Dhanesh Gianani
3 hours
Which stock to buy ?. 🇺🇸 : Analyzes earnings, valuation, ratios, macro trends. 🇮🇳: Bhai ne bola hai toh le leta hu. jo hoga dekha jaayega.
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@dhanesh500
Dhanesh Gianani
14 hours
12 years of school.3 years of college.1 CA degree. Still not sure whether I’ll retire in 2026. .
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@dhanesh500
Dhanesh Gianani
16 hours
#EDELWEISS . As clean as it can get
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@dhanesh500
Dhanesh Gianani
16 hours
#JMFINANCIL . - Sectoral Tailwinds (Edelweiss showing strength). - Big base and resting near all time highs. Holding it all.
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@dhanesh500
Dhanesh Gianani
23 days
#JMFINANCIL : Clean & Strong burst with HVQ from a low risk entry - Long @ 142.9. Finally strong traction in Non-defense names after a while.
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@dhanesh500
Dhanesh Gianani
17 hours
RT @dhanesh500: Double taxation is cruelty, atleast reduce STCG/LTCG if STT is charged. The impact cost for Equity is extreme compared to F….
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@dhanesh500
Dhanesh Gianani
18 hours
You can keep trolling Vijay Mallya for being bankrupt…. But he’s probably living in a £10 million London mansion - not in a 2BHK on EMIs, navigating potholes on his daily commute. He’s attending horse races. You’re dodging surge pricing. The game was never fair….
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@dhanesh500
Dhanesh Gianani
1 day
Summary. ₹1,700 Cr default.₹76 Cr recovery.96% haircut for banks.Full control of Mumbai land for Adani. In real estate insolvency, .Land > company.Cash > revival plans. This is a playbook in strategic distress investing.
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@dhanesh500
Dhanesh Gianani
1 day
Why Adani Bid Low and Still Won?. • Lenders wanted cash, not complexity.• NCLT cleared legacy liabilities.• Adani got city-center assets without legal baggage. This wasn’t a distressed company acquisition - it was a clean land grab at a discount.
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@dhanesh500
Dhanesh Gianani
1 day
The Deal Math. Winning bid: ₹76 Cr for the entire company. A 96% haircut on ₹1,700 Cr of dues. But what did Adani really buy?.• Land and clean titles in Bandra, Chembur, Santacruz.•Full control of key redevelopment zones.
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@dhanesh500
Dhanesh Gianani
1 day
The Bidding Process. After failed revival attempts, lenders invited bids. Few showed up. Liabilities were high, projects were stuck, approvals complex. Adani submitted a clean, all-cash offer in mid‑2023.
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@dhanesh500
Dhanesh Gianani
1 day
Why NCLT?. • HDFC alone had ₹600 Cr exposure.• Others: Kotak, Axis, Standard Chartered.• Project delays + poor cash flows.•No viable revival. NCLT became the only resolution path.
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@dhanesh500
Dhanesh Gianani
1 day
The Background. Radius Developers was once a rising star in Mumbai real estate. Premium locations. Big ambitions. Heavy debt. By 2020, it had defaulted on loans. Total dues: ₹1,700 Cr. Lenders dragged it to NCLT.
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@dhanesh500
Dhanesh Gianani
1 day
Adani… a value investor?. It might sound surprising. But he bought a bankrupt real estate firm that owed ₹1,700 Cr… for just ₹76 Cr. That’s a 96% haircut for lenders - and a steal for Adani Realty. Here’s how the Radius Developers deal unfolded 🧵.
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@dhanesh500
Dhanesh Gianani
1 day
@dhanesh500
Dhanesh Gianani
2 months
Aim is to hold stocks which causes FOMO among institutions.
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@dhanesh500
Dhanesh Gianani
1 day
#TRANSRAIL . - Institutional activity driving it higher smoothly. - Up ~20% from average buy. Ride your winner.
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@dhanesh500
Dhanesh Gianani
14 days
#TRANSRAILL : Clean 8% upmove today . Institutional activity driving the stock into new all-time highs . Added more yesterday @ 670
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@dhanesh500
Dhanesh Gianani
2 days
Revolutionary change for Mumbai Autorickshaws . Few understand this
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@dhanesh500
Dhanesh Gianani
5 days
RT @dhanesh500: @sumitkbehal Take a 3cr loan from SBI & PNB.then shift to london.
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