Growth Picker
@growth_picker
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Investor (Mostly in new age IT & AI space) | Software Architect | Ex Amazon, Ola | Interested in Psychology
Joined February 2024
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@IndianTechGuide
VIT has always been a constant in this list even though there other better colleges like Bits pilani, IIIT Hyderabad etc🤣
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Do you know which crypto currency has 0 transfer fee? It’s Nano. Nano can be really useful for small amount transactions and it’s really fast!! One such use case is tipping from twitter.
Nano is up almost 20% today.
#XNO
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@soicfinance
PP waterballs because everyone is talking about it. It also established an agreement with a high growth MNC in London. /s
In today’s scenario, high growth MNC is Nvidia and PP waterballs is every company having “data center” in their website.
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It proves that AI can make better decisions than humans!! Chatgpt agrees with Grok.
#XNO
@mira_hurley
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Why I like Nano -
Unlike Bitcoin's cumbersome transactions, Nano offers near-instantaneous and fee-less transactions, making it ideal for micropayments and everyday use. This focus on real-world usability positions Nano well for future adoption.
Nano utilizes a unique
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@ArindamPramnk
I think, most of the solar companies are overvalued. Sure, they can rise more but downside risk is high once market correction happens.
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E2E networks is the only listed player in India which is building full fledged cloud platform. In simple terms, it means that they are building application layer on top of the infra. You can spawn compute machines, deploy your micro-services on their platform, run AI models. They
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Companies which I am studying-
1. NewJaisa - Refurbished Electronics space
2. Lawsikho - Skill development and placement space
3. CWD - IOT space
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Since this post, E2E and TechNvision became more than 3x and Tejas became 2x in just 5 months. Though, I am invested from lower levels. Posted only 5 months because that’s the time I joined twitter.
Invested in Tejas even before Tata :)
Three shares which I am going to hold for at least 2-3 years -
E2E Networks
TechNVision
Tejas Networks
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Three shares which I am going to hold for at least 2-3 years -
E2E Networks
TechNVision
Tejas Networks
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Two popular companies on X which look fishy to me. Please do due diligence before investing.
1. Nirman Agri
2. Tac Infosec
It’s just my opinion. Not any buy/sell recommendations.
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@web_vj
It’s not same. If you have 1 lakh and invested in 1 stocks and got 100%, you have 2 lakh. If you divided 1 lakh in 10 stocks, basically 10k in each, got 10% in each the you will have only 1 lakh 10 thousand.
Investing in 10 stocks will require 10x capital to earn same returns
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Add NIBE to the list. Again, please do your own research. I can be wrong.
Two popular companies on X which look fishy to me. Please do due diligence before investing.
1. Nirman Agri
2. Tac Infosec
It’s just my opinion. Not any buy/sell recommendations.
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@Atulsingh_asan
TechNVision, data and O2C platform company. Promoter holding is greater than 90%. Only 700 retail investors. Absolutely low float!!
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Management is guiding for 100% revenue growth for next few years. And so far also they are almost doubling their revenue.
#LawSikho
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@microcp2mltibgr
When everyone thinks it’s safe investment, it’s not. HDFC bank shares will rise once everyone would become tired holding it. Same happened with ITC, Zomato etc. Happening with Paytm at this moment. It’s doubled from lower levels in few months.
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P/E ratio in over-simplified terms -
It’s is an estimate of how long it would take to recover your investment based on the company's current earnings if all profits were paid out as dividends and the earnings never grew.
Example - if P/E ratio is 10, then it means if you buy
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I avoid investing in over hyped stocks because they fall most when market turns bearish.
I am building position in below in staggered manner -
1. Iris business services
2. Aurum proptech
3. Teamlease
4. Emudhra
5. Zaggle
6. Praj industries
7. Bluestar
8. Infibeam
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@Finstor85
Agreed. E2E is like AWS (Azure/OCI) of India but ofcourse at lower scale. They have built their own platforms on top of hardware (storage/CPU/Memory) which requires proper software engineering.
Netweb, Esconet are more of hardware providers.
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Chances of a small IT product company becoming big quickly is higher than any other sector company.
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HDFC doubled in 8 years
OLA doubled in 8 days.
My Learning - Anyone who made money with Ola has a real skill for reading market sentiment, riding the sentimental wave, and getting out at the right time. It’s an underrated skill that most hardcore fundamental investors don’t
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A of people got burned by Varanium Cloud recently. Some folks even put a big chunk of their savings into it. So what went wrong? Mostly, it seems like people were following tips or just did superficial study. You look Varanium on a screener app, and everything looks amazing -
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I have built positions in below IT/Software companies, in last 1-2 months -
1. Emudhra
2. Dynacons
3. Iris business
4. Aurum Proptech
5. Zaggle
Emudhra and Dynacons have already given more than 40% returns.
This is not any buy/sell rec.
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Addictive Learning Technology Business (LawSikho) -
1/ **About**
Founded in September 2017, Addictive Learning Technology Ltd is an edtech platform that focuses on upskilling and career services for senior, mid-career, and young professionals.
2/ **Business Profile**
The
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Another profitable quarter from Tejas!!
Three shares which I am going to hold for at least 2-3 years -
E2E Networks
TechNVision
Tejas Networks
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Smallcap/Microcap companies which can rise further on semiconductor sentimental wave -
RIR power
Moschip
Izmo
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E2E - Upper circuit
TechNVision - Upper Circuit
Tejas Networks - 6% up
Three shares which I am going to hold for at least 2-3 years -
E2E Networks
TechNVision
Tejas Networks
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This one also 40% up since this post in 3 months!!
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I began investing in 2018 when the market was at its peak. Because most of newbies enter the market when it is at peak.
And after a year, covid hit. I saw only red in my portfolio for 2 years before I started seeing green. For the first time, I witnessed Nifty hitting lower
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Almost 4000 cr company now. One of the biggest wealth creator in this bull run. Unicorn status is not far away!!
#E2E
E2E networks is the only listed player in India which is building full fledged cloud platform. In simple terms, it means that they are building application layer on top of the infra. You can spawn compute machines, deploy your micro-services on their platform, run AI models. They
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@Aditya_joshi12
It will be a software product (Not service based) company!! It could be E2E or Zomato or some other company. Huge talent in india when it comes to Software development. We will eventually catch up with US. Another Amazon/Microsoft/Google will be from India.
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As I said, it looks fishy!!
#Tacinfosec
#tacinfosec
#Tacsecurity
Copied AR from Zensar tech but forgot to change even company name. Does it now make sense to go through the AR of
@tac_security
when we know it is copied ?
@VijayKedia1
@livemint
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E2E is hitting its lower circuit for last 2 days and TechNvision isn't climbing either! Over the past five months, TechNvision has become 5x, and E2E nearly doubled in a month. Looks like they both need a little nap to cool off and start the journey again!!
Btw, Tejas also
Three shares which I am going to hold for at least 2-3 years -
E2E Networks
TechNVision
Tejas Networks
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E2E and TechNVision are in continuous upper circuit. Both companies results have been declared!!
Three shares which I am going to hold for at least 2-3 years -
E2E Networks
TechNVision
Tejas Networks
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For some reasons, OlaKrutrim has to agree with ChatGPT even when ChatGPT is wrong!!
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iExec is almost 50% up in last month. Fundamentals looks good. It is a blockchain company that allows anyone to monetize or rent computing power, datasets, and applications. It has partnership with Intel.
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Now more than 2500 cr company. A misunderstood/ignored company by investors.
#TechNVision
Solix is one of the products of TechNVision, a listed microcap software product company in India.
#TechNVision
What is Solix? -
It is a data platform solution that helps businesses manage their data for archiving and analysis. Data archiving is required to reduce cost and
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Result on 9th July. It had reversed and gave a good rally so far!! Almost 50% up in one month!!
#RSSoftware
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There’s a legend which illustrates consequences of not doing second order thinking while designing a solution.
The British government, concerned about the number of venomous cobras in Delhi, offered a bounty for every dead cobra. Initially, this was a successful strategy; large
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@Finstor85
I signed up for Krutim Cloud to explore their offerings. Currently, it's just a GPU rental service. There's no IAM, DBs, load balancers, or Kubernetes to call it a full fledged cloud platform.Interestingly, Krutim is already an unicorn. Hopefully, they will continue to improve it
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Now, people started talking about this. Jewellery market will keep on moving towards organised from unorganised.
@chartians
Senco gold is opening new stores in south as well which shows that management is aggressive about growth. Good buy at current level. Also eventually jewellery market will keep on moving to organized market from unorganised market.
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It’s not about only money, it’s about living life. But money is crucial, so, I try to find a balance with following approach.
1. In your twenties, hustle hard to stack that cash. Get the promotions, learn new skills, and invest wisely.
2. Once you hit your thirties and your
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Doing research on a company named Aurum Proptech which is looking interesting. It aims to revolutionise Real estate industry using tech. Nestaway (Rental platform) which got popular 3-4 years back is owned by same company.
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15% up today 🔥🔥
Management is guiding for 100% revenue growth for next few years. And so far also they are almost doubling their revenue.
#LawSikho
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One IT service company that I am bullish on is Datamatics!!
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And it moved!! Aurum is up more than 50% in a month!!
Iris locked in 10% upper circuit today as well. Gave 50% returns in last 20 days since I wrote this post. 🔥
Now waiting for Aurum to move up. Let’s see!!
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A misunderstood skill that nobody talks about but is absolutely essential is the ability to foresee trends. If you can anticipate what's going to be in demand before it becomes mainstream, you stand to make a lot of money in the stock market. Like, imagine if you had realized
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Noticing that after election results, mostly all PSU companies are in downtrend.
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What’s surest way of ruining your life?
- Telling yourself that you can’t do any better. It will become a self fulfilling prophecy.
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Lets look at NewJaisa business -
#NewJaisa
1/ 🏢 **Founded in 2020, NewJaisa Technologies Ltd (NJTL)** specializes in offering high-quality refurbished laptops, monitors, tablets, and accessories at discounted prices.
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Take advice from people who have experience in the particular field. Don’t simply go by age criteria. Because, a fool will also eventually grow old.
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Always do due diligence before investing!! I have also noticed a pattern that just after listing many companies started receiving lot of orders!! I am not saying it can’t be genuine but always do research before investing.
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@IndianTechGuide
Semiconductor industry requires ultra pure water!! Companies like Thermax, Ion Exchange can be proxy play.
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Since we are talking about semiconductor manufacturing in India.
An interesting fact -
ASML (A Dutch company) is the only company in the world which designs and manufactures lithography machines that are an essential component in chip manufacturing. Each of these machines costs
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Person, who is aware of psychological biases, do better than rest in stock market!!
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E2E Networks
#E2E
#E2ENetworks
Good
#Q1FY25
👏
Solid topline growth YoY
More than 2x
Higher depreciation
Should trend down gradually in subsequent qtrs
Rev at 41cr vs 19cr
Q4 at 29cr
PBT at 13.5cr vs 8.5cr
Q4 at 5.6cr
PAT at 10cr vs 7cr
Q4 at 3.5cr
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TechNVision has continuously been in upper circuit even in the red market.
E2E Networks reversed today and back in upper circuit.
#AI
Three shares which I am going to hold for at least 2-3 years -
E2E Networks
TechNVision
Tejas Networks
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@microbetsindia
Okay, let me try this. I will make assumption about company OPM.
Let’s say 1% is OPM.
From PE and market cap, we can calculate that company current year profit should be around 7.14 cr (Marketcap/PE).
Next year revenue (approx) - 1200 cr
Next year Profit - 12 cr. (1% of 1200
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@microbetsindia
PEG ratio can be a useful metric if you think company future growth can be better than current growth!!
In growth companies, P/E ratio can be higher but still they can be undervalued. P/e ratio only tells about current state of the company. But what if company is in high growth
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E2E and TechNvision are still in upper circuit!! 🤣
E2E and TechNVision are in continuous upper circuit. Both companies results have been declared!!
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Brightcom (BCG) is rising in this red market!! What does it say about market?
BCG was in news multiple times for fraud cases!!
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If investing was just a game of analysis, every analyst would be driving a lambo. It’s more than that.
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Writing wrapper over chatgpt and raising money with cool presentations!!
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I am seeing a growing trend that people started ordering not only groceries but other items from Blinkit/Instamart/Zepto which they used to order from Amazon/Flipkart. I future, I feel that, Quick commerce apps will take some market share from Amazon/Flipkart.
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People who don’t know how to invest in US tech companies from India. There are two options
-
1. Invest via mutual funds which invest in Nasdaq index. Search with “Nasdaq” keyword in your mutual fund app. One such fund is Navi Nasdaq.
2. Via brokers like IndMoney, Groww which
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RS software reversed. Now in upper circuit.
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Iris locked in 10% upper circuit today as well. Gave 50% returns in last 20 days since I wrote this post. 🔥
Now waiting for Aurum to move up. Let’s see!!
I have built positions in below IT/Software companies, in last 1-2 months -
1. Emudhra
2. Dynacons
3. Iris business
4. Aurum Proptech
5. Zaggle
Emudhra and Dynacons have already given more than 40% returns.
This is not any buy/sell rec.
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In India, I feel, big growth would come in product based tech companies. We have great talent with lower salaries (than US or other developed countries) in India when it comes to coding.
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@Finstor85
Yeah, there’s lot of progress happening. We have LPU from Groq which claim 10x faster inference than GPU. But, it will take at least 5 years before you trust AI to write production level code. Sometimes, these demos can be deceiving in sense that they illustrate best case (happy
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@Finstor85
The Indian listed IT sector is undergoing a significant transformation. Initially, only service-based companies like TCS and Wipro were listed, but now numerous product-based companies such as Zomato, Rategain, and Emudhra are entering the market. US has Nasdaq exchange which is
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This comparison has become viral!!
Assets Under Management (AUM) - US Funds vs Indian Funds
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So, where ever you look, there’s good news. It's like the bears have gone into hibernation. Could this be a sign? Maybe not, because some folks like me are still thinking we're nearing the peak. Give it a few days, and even I might start believing this bull run is unstoppable.
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Solix is one of the products of TechNVision, a listed microcap software product company in India.
#TechNVision
What is Solix? -
It is a data platform solution that helps businesses manage their data for archiving and analysis. Data archiving is required to reduce cost and
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@Value2WealthIND
It was in my watch list. So I started accumulating it from 250 levels last year when it started giving breakout.
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Emudhra has surged by 40% in the last five days, while Zomato and Rategain are on the rise. However, service-based IT giants like Accenture and Infosys are facing a downturn.
The point is Indian IT landscape is rapidly evolving, especially with the listing of product-based
@Finstor85
The Indian listed IT sector is undergoing a significant transformation. Initially, only service-based companies like TCS and Wipro were listed, but now numerous product-based companies such as Zomato, Rategain, and Emudhra are entering the market. US has Nasdaq exchange which is
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@Finstor85
I think hardware would be bottle neck here to the extent that it may never become practical. (It’s just my thought process)
Currently transistors operate based on voltage, where a "high" voltage signifies one state and a "low" voltage signifies another, essentially forming a
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Or I might be right?
I am feeling that this time small caps wont recover as elections are near. Only selective stocks will rise. I can be wrong.
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PsychologyOfInvestment
#1
Many successful investors talk about how they initially lost money in the stock market and then eventually bounced back. What this really shows is that they didn't just blame the market for their losses; they owned up to their stock picking strategies.
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Winning in stock market is more to do with your mindset than your analytical skills.
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TechNVision back in upper circuit!!
E2E is hitting its lower circuit for last 2 days and TechNvision isn't climbing either! Over the past five months, TechNvision has become 5x, and E2E nearly doubled in a month. Looks like they both need a little nap to cool off and start the journey again!!
Btw, Tejas also
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When a poster company or sector of a bull market starts going into a downtrend, it keeps attracting a lot of new investors. Plenty of good news keeps coming, but the stock doesn’t recover and continues trapping people on its way down. Anchor bias is real.
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Best filter in bull market - 52 week high filter. After that do your fundamental analysis.
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Chatgpt resolved the mystery in seconds. We were thinking that they used same person for the 1st and 11th ranks. But it was not the issue.
The real issue was that the designer forgot to replace the head for the 11th rank. If you look closely, the pose and body of all the
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@Vivek_Investor
It’s just following Oracle in terms of share movements. The difference is Oracle is moving up because they have ventured into cloud business with launch of OCI. They are getting lot of contracts because of it. I am not sure if ofss is doing anything new.
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Closed in green today as my top holdings closed in green.
TechnVision, E2E Networks, Datamatics closed in green. Tejas closed in Red.
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@Finstor85
Just ignore them!! People should understand that an individual can sell his shares whenever he finds better opportunity elsewhere. It doesn’t mean the current one became bad!! Sometimes, stock can go further after you sold and then may crash later or keeps going up. Nobody knows.
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LawSikho - 15% up
CWD - 10% up
Companies which I am studying-
1. NewJaisa - Refurbished Electronics space
2. Lawsikho - Skill development and placement space
3. CWD - IOT space
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TechNVision crossed 1500 today!! Up 42% in a month. Lets see the results in upcoming quarter!!
Three shares which I am going to hold for at least 2-3 years -
E2E Networks
TechNVision
Tejas Networks
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Investing is more of psychological/behavioural game than analytical. We need to be aware of all the biases like Hindsight bias, Confirmation bias, Anchor bias and most importantly Sunk cost fallacy. These biases can lead to some bad decision making in this market.
Hindsight bias
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