Portfolio position % update (delayed due to my travel): #HeroMotoCorp 8.84 #IDFCFIRST 8.51 #UnitedSpirits 5.87 #Birlasoft 5.13 #HCLTech 8.19 #Neuland 24.25 #Tejas 3.74 #ITC 5.31 #Redtape 4.14 #Ultrmarine 5.81 #IVP 3.85 #HDFCBANK

I think V Vaidyanathan has handled the recent scam in the #IDFCFIRST Bank quite aptly. He engaged with all the stakeholders proactively. In crisis times, the Companies need to have such leaders - nothing to hide, customers first, and preemptive action. #investing Not a

Added #ITC today - already an existing stock in my portfolio. Incidentally my first buy was more than 5 years ago. On my average buying price the annual return in the form of #dividends is nearly 8% #investing

What's luck? The market is crashing and your investible cash increasing happened simultaneously. 😄 #investing

"By the yard, it's hard; but inch by inch, anything is a cinch!" #Motivation #Randoms

Current read : "Eat That Frog!" by @BrianTracy A very good book for self improvement, particularly for those struggling with procrastination. #Reading #Procrastination

Added #Redtape today - already an existing stock in my portfolio. My investment in it dates back to Mirza International days - Dec, 2022 from where it demerged. After demerger I sold the parent and kept Redtape. Not a financial advisor please do your due diligence #investing

There are different views on #Dividends "Dividends are an expensive luxury for an investor seeking maximum growth.... When you buy a cow to milk, don't plan to race her against your neighbour's horse." - Thomas W. Phelps #Investing

The book traces the evolution of legal practice in India, in quite a detailed way during the last 25 years alongside the evolution of Trilegal Law Firm. The author has put forward his views quite honestly and towards the end, it deals with the challenges being faced by the Law

Added #UnitedSpirits today - already an existing stock in my portfolio. My first purchase was more than 5 years ago. Premiumization seems to be playing out and valuations have cooled off of late with PE of 55 against 10 yr median PE of 72.2 #Investing Not a financial advisor

Current read: "100 Baggers" by Christopher Mayer. Deals with the framework for identifying Stocks which have the potential to be 100x #investing #Reading

While studying the TAM of two Wheeler in India : According to the National Family Health Survey approx 45-46% of Indian households (126 million) don't own a two wheeler. Kearney projects India’s two-wheeler industry to grow at about 6–8 % CAGR through 2030. #HeroMotocorp

While studying the TAM of two Wheeler in India : According to the National Family Health Survey approx 45-46% of Indian households (126 million) don't own a two wheeler. Kearney projects India’s two-wheeler industry to grow at about 6–8 % CAGR through 2030. #HeroMotocorp

"The price of a stock varies inversely with the thickness of its research file. The fattest files are found in stocks that are the most troublesome and will decline the furthest. The thinnest files are reserved for those that appreciate the most." - Martin Sosnoff #investing

How will the formation of #CoalExchange as a subsidiary of NSE affect #IEX's ambition on it? In IEX’s reporting and investor communications for FY25 said that it's Working with stakeholders and the government to explore setting up India’s first Coal Exchange. They floated a

"I can be involved in 50 or 75 things. That's a Noah's Ark way of investing - you end up with a zoo that way. I want to put meaningful amounts of money in a few things." - Warren Buffett The inconclusive debate of how many stocks one should keep in a

Let me rectify it. The unit of katha varies from area to area as it is a traditional unit of measurement of land. Hence 1 katha is equal to 1361.25 sq ft in Patna 1760 sq ft in Muzaffarpur 2530 sq ft in Motihari 2860 sq ft in Bettiah 720 sq ft in Ranchi and so on. It's not

The announcement reducing US tariffs on Indian goods to 18% comes as a significant relief for Indian industry. The substantial reduction is expected to enhance export competitiveness, ease cost pressures, and provide fresh momentum to Indian exporters—particularly MSMEs—at a time

“He is no lawyer who cannot take two sides.” – Charles Lamb #randomthought

#HeroMotocorp January Sales numbers Total Sales Up 26% At 5.57 lakh Units Vs 4.42 Lakh Units (YoY) ▶️Total Domestic Sales Up 26% At 5.20 Lakh Units Vs 4.12 Lakh Units (YoY) ▶️Total Exports Up 23% At 37,663 Units Vs 30,495 Units (YoY) #investing Not a financial advisor please

STT hike won't stop the FnO Traders, it will just increase their risk a little bit. For investors it doesn't matter in any case. What does the Govt want to do by doing this? They can collect some more taxes thru STT. That's all. #BudgetSession2026 #STThike #investing