
The opportunistinvestor
@sudheep8531
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17 years in the stock market/always in search of multibaggers/ free discussion group-https://t.co/aqUi7UDZAl
kannur,kerala
Joined January 2020
Latest poll on fair value group. 91 percent said fv group is good to excellent. 68 percent giving very good to excellent. Fair value group provides -.Latest fair values of 50-100 companies.Guidance vs achievement .Order book.Capacity expansion .Red flags
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Tesla Full Self-Driving is not safer than a human driving manually. - FSD failed a DMV driver's test.- HW3 has 20/60 vision (illegal).- HW4 has 20/40 vision (bare legal minimum).- FSD hallucinates like all AIs. It's no surprise Tesla can only defend FSD with fake safety stats.
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Solex energy .#solex.Daily uc nowdays for solex.Longway to go. Recent concall has been very promising.
Solex energy.#solex.Possible multibagger . Another solar module manufacturer, also into epc .Has very good record. Has grown sales from just 6 crore in 2015 to 660 cr in 2025. Now the company has guided for 2200-2400 cr revenue . And 3000-3400 cr revenue in 2027. If the
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🚨New survey reveals minimum tariff concerns amid growing economic momentum. A new nationwide August survey of America’s Main Street small businesses revealed muted concerns about the @POTUS Administration’s tariff actions, as business owners prepare for coming growth.
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Still I don't know why people hate me?.Bola ta ajanta soya is a pure short term game. and in the end farmers may benefit and the extractor will suffer due to margin erosion. See my reply on sep 24. Ajanta soya.#ajantasoya. Sach batao toh block mil jaate hai
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Supreme power.Great results. Big jump in rev and profits yoy.Last time they did only 55 cr in first half. Now in June itself 38. means big improvement.Looking at around 200-250 cr revenue for fy 26. More info on fv group
Supreme power.Now my average buy price is around 130. Stock has doubled in a month. New capacity coming online. Management has guided for 200-250 cr revenue for this year. Industry growth expected at 10-15 percent for next 10 years due to surge in power demand. Receivables.
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Q1 results are almost done. Analysing all the results and concalls. New undervalued stocks as per fair valuation will be updated in our fv group. Guidence vs achievement till now also getting updated. Q1 did give some great performers.
cosmofeed.com
For education..order updates fair value
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Sj logistics .Now down by 50 percent from my exit. Business now seems to look like it has matured. Growth is reducing. In shipping and freight forwarding business once the business is matured a company may get only 7-10 pe in bear scenario and 10-13 pe in a normal market. So now.
Exited my long journey with sj logistics. #sjlogistics.Bought around 183. Gave me 3.5x. But now I am seeing shipping and cargo movement prices crashing all around the world. so thought of booking profits.
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