IISc Bangalore. Investor- Finding Multibagger Stocks. Mission Financial Freedom #2029
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PF XIRR is 114.47%.
Pls don't ask me how it is being calculated, it has been calculated by Zerodha Console.
Disclaimer - Most of the stocks in my PF belongs to SMEs segment which means high risk, high reward.
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Techno-Funda Investor retweeted
Getting institutionalised is the worst thing happened to a govt employee. They don't have any life outside their job. That is why they suffers the most after retirement.
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Dari hui RBI. Comment section disabled kar li😀😀
The introduction of MDR on large-value UPI transactions (i.e., above ₹2,000) is an important step towards strengthening the long-term sustainability of India’s digital payments ecosystem. It will help UPI in continuing to scale, innovate and serve consumers and businesses across the country.
A fair and appropriate distribution of MDR across ecosystem participants will support continued investment in technology, infrastructure and acceptance networks. This, in turn, can enable wider UPI acceptance, deepen the customer base and support sustained growth in transaction volumes.
Importantly, all UPI transactions - P2P and P2M - shall remain free for users. P2M UPI transactions below ₹2,000 will continue to remain free for merchants, while MDR may be levied on merchants for P2M .
RBI remains committed to ensuring that UPI continues to be safe, seamless, affordable, and accessible, while supporting the long-term sustainability and growth of India’s world-class digital payments ecosystem.
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Whenever in doubt, read @jitenkparmar sir tweet but one need to read in between the lines.
There is not only a K-shaped economy, but we are also in a K-shaped market.
Some sectors which are in a narrative frenzy are Defence, Capital Goods / Power T&D, Data Center Infra, EMS (Electronics Manufacturing Services), Railway Capex, Aerospace, to name a few.
Some sectors which are on other end are Private & PSU Banks, Non-Bank Financials (NBFCs), Chemicals, Infra and so on.
I think the first cohort can do very well growth-wise. The question to ask is, is it all priced in ? What is the multiple one is paying ? What are the operating cash flows ? What will be your exit PE if growth slows down?
Basically, what is the risk you are taking ?
Always measure returns on what amount of risk you are taking.
I continue to focus on companies where value is in favor, PEG is not out of whack. And there are enough opportunities available in the forgotten sectors/companies.
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A good article to understand business of airfloa
Airfloa rail technology
Substake article - Good read 👇🏻
intelsense.substack.com/p/st…
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Minning sector - One of the up-trend sector to watch for next 1-2 years.
Huge Tailwind.
Proxies will do better.
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Stock added in Oct-2025 is yielding fruits now.
Recently added few stocks:
1. Asian Energy Service Ltd
2. Midwest Ltd
3. Jindal Drill
Above 3 stocks may yield fruits in next 3-6 months.
Not a recommendation. DYDD
Recently added SMEs in past 3 months.
1. Beezaasan explotech
2. Influx healthtech
Not a recommendation. DYDD.
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One of the under-rated company.
Proven track record of execution.
Viviana Power
🚨#Viviana targetting 75-100cr PAT in FY27 vs 53cr PAT in FY26
Mcap 712cr, trades at less than 10 forward PE
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Bankipur by election is very close fight between BJP and Prashant Kishore with an edge to BJP, winning margin will not be more than 10k.
BJP national President Nitin Nabin has won this seat in Nov-2025 with a huge margin of around 52k.
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