Let's grow together | None are recommendations
Joined June 2013
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Sekhar retweeted
A call out for the community to help @AdityaKhemka5 bhai recover his account.
@nikitabier kindly help.
Tagging a few friends to escalate
@unseenvalue @ishmohit1 @suru27 @LearningEleven @thechartist26
@AdityaKhemka5 This profile belongs to my husband Aditya Khemka and has been hacked
The hacker has changed the phone number, email id and password of the account and hence it is now completely inaccessible. @X kindly help him retrieve the account as he has emailed on the support
Sekhar retweeted
One of the best investments I’ve made this year wasn’t a stock.
It’s been 3+ months since I joined Sekhar’s subscription. BTL & OTG &deep company analysis save hours of research and help me understand businesses.
Highly recommended for serious equity investors.
@LearningEleven
Sekhar retweeted
🚨 Last day to register 🚨
Investing Eleven Conclave 2.0 goes live tomorrow!
📅 May 17 | ⏰ 10:00 AM – 7:00 PM
A full-day online summit featuring 11 serious market practitioners sharing what’s actually working in markets right now.
Speakers 👇
1. Kumar Saurabh @suru27 @ScientificInve6
2. Ishmohit Arora @ishmohit1 @soicfinance
3. Gaurav Agarwal @9onecapital
4. Amitabh Vatsya @amitabhvatsya
5. Shubham Sethi (@Financially_In) @Shubham_TLI
6. Sekhar (Learning Eleven) @LearningEleven
7. Kaustubh Roplekar @Kaustubh11dec @AlphaWealth000
8. Digant Haria @DigantHaria @GreenEdgeWealth
9. Dhruvesh Sanghvi @prosperotree
10. Akshay Jogani @kshayjogani @XponentTribe
11. Dhruv Rawani @dhruvrrawani
High-conviction ideas, practical frameworks, and real market thinking from investors actively navigating today’s environment.
⏳ Registrations close today.
(Price goes up soon)
If you’re serious about investing, this is one session you shouldn’t miss.
Secure your seat 👉
ALT Investing Eleven Conclave 2.0, 17 May 2026
Sekhar retweeted
#Manorama Ind
Exceptional numbers with strong EBITDA margins, and now the company is entering its next phase of growth with major CAPEX expansion. CFO at ₹250 Cr highlights the quality and strength of the business.
At this pace, ₹1,000 Cr PAT no longer looks far away.
#AxiscadesTech | #AzadTech | #ManoramaIndustries
Looking at all 3 businesses, there is a strong possibility of each scaling toward a Rs 50,000 Cr Market cap over time.
But to truly understand this potential, one needs to go beyond surface-level numbers and deeply study the businesses.
These are high-quality, deep-tech driven companies with strong structural growth tailwinds. In such businesses, management quality plays a critical role they are the ones who allocate capital, execute strategy, and ultimately drive long-term value creation.
A few key investing principles:
Invest in the story, stay invested in numbers:
The narrative gives direction, but execution reflects in financials over time.
Today’s topline is tomorrow’s PAT:
Revenue growth, when backed by operating leverage and discipline, translates into profitability.
The real edge lies in combining business understanding with patience.
Sekhar retweeted
@zerodha
For last few days, trades & funds are not getting updated. Settlements not happening.
This is a serious issue & the impact is huge.
Can you please communicate clearly?
When can we expect a full resolution?
Your customer service & comm has been terrible
@Nithin0dha
Sekhar retweeted
Yesterday, had the privilege of presenting a company deep-dive at the HIE Conclave, Hyderabad and energy in the room was vibrant. What really resonated was the sheer quality of the dialogue that followed. It was a testament to a unique investment culture.
Engaging with curious investors reinforced a core belief: Conviction isn’t just about having a view; it’s about the exhaustive, fundamental research that earns you the right to hold that view.
A huge thank you to the organizers and the community for the invitation and the high-caliber exchange of ideas @LearningEleven
It is incredibly rewarding to be part of an ecosystem created by Sekhar, where intellectual honesty and deep analytical work are the primary currencies.
Sekhar retweeted
Had a great Privilege of meeting & getting to listen to @SureshKBN sir and @LearningEleven sir sharing their wisdom at "Hyderabad Investing Enthusiasts"
(HIE) Conclave today 💪
#StockMarkets
Sekhar retweeted
Thank you to everyone who organised the HIE event so beautifully! The sessions and discussions were thoughtful, well planned, and smoothly led by @LearningEleven sir. The food was wonderful too. Grateful to be part of it. See you all at the next event at the same place!
Sekhar retweeted
Laurus Labs Ltd
QoQ comparisons in the CDMO segment are not meaningful and often provide a misleading view of performance. CDMO operations are cyclical and capital-intensive, with projects spanning multiple years. Therefore, performance is better assessed on a YoY basis at minimum.
Once a cycle begins, it typically runs for a couple of years, and the revenue and margin impact are spread across this period. Short-term fluctuations are often driven by project timings, regulatory approvals, or customer-specific milestones, rather than underlying business strength.
Evaluating CDMO on a quarterly basis ignores the long-term nature of the contracts and can understate the potential growth and stability of the segment. For a true understanding of CDMO performance, trends should be tracked over multiple quarters, focusing on order book growth, project ramp-up, and completion cycles.
Disc: No buy and sell, Only education.
Sekhar retweeted
Join us tomorrow in a live session
'Operating Leverage: How it works in investing'
Guest Speaker : Mr. Kedar B, Congruence Advisers @CongruenceA
Hosts: @AI_Feb21 | @AlphaWealth000
Date & Time: 11.01.2026 at 11 AM IST
Link to register ( Open for all, meet link be directly sent over email ids)
tinyurl.com/4j6s8yhn
Sekhar retweeted
Friends from dehradun may pls help on this.
Tagging for reposting
@datta_arvind @LearningEleven
This quoted post is unavailable.
Sekhar retweeted
"Explain India's Defence opportunity like I'm 5" 🇮🇳
Here goes:
📉 2014: World's largest importer.
🚫 The Trigger: 5,521 items officially banned from import.
🏭 2025: Private players captured ~23% production share.
🚀 The Growth: Exports surged 30x to ₹21,000 Cr+.
💰 The Opportunity: $50B (₹4 Lakh Cr)
But who is getting the contracts?
We tracked the money trail to 25 stocks & we plan to dig deeper in our upcoming workshop.
If you're a newbie to the whole Defence sector opportunity, this workshop is for YOU 🫵
🗓 14 Dec 2025 | 11 AM
⏬Defence Sector 101: Everything you need to know⏬
✅🔗rzp.io/rzp/TheDefenceBluepri…
#ELI5 #DefenceStocks #InvestIndia
Sekhar retweeted
Kindly RT please
"Urgent Request for Support:
Shivam Gupta is one of my students. His parents were critically injured in an accident and are both in the ICU. The medical expenses are mounting rapidly, and he cannot manage them alone.
Any small help is greatly appreciated and can make a massive difference in covering their escalating medical costs and in supporting him during this tough time.
Name :SHIVAM GUPTA
Account Number :881036489411
MMID :9641722
Bank Name :DBS Bank
Bank IFSC :DBSS0IN0811
UPI ID: shivam71095@dbs
Sekhar retweeted
Dear Team Passport Seva,
With utmost respect, I am reaching out to seek your urgent assistance. I visited the Vijay Cross Road Passport Office and then the Regional Passport Office, Gulbai Tekra Ahmedabad, but unfortunately, the Tatkal window was not operational today. I have also completed the online application, but the earliest appointment granted is for 13th October.
@DrSJaishankar Sir @MEAIndia ji, I humbly request your kind intervention to help secure today’s appointment. Without your support, I will be unable to represent our nation and company at the inaugural session, and all travel bookings, including air tickets and hotel reservations, will go to waste.
Sekhar retweeted
HYD event changes!
Please pay attention to the attached image (boxed lines at the bottom).
Let me be obvious. Without the physical effort and unconditional support from @LearningEleven , the HYD event would never have happened. Gratitude 🙏
Payment and other details are in the link: docs.google.com/forms/d/e/1F…
Sekhar retweeted
Question : what does it even mean that FIIs don’t pay taxes in any other country ? How is that possible ?
Answer : FIIs don’t pay taxes anywhere else in invested country. India is the only major country which taxes them at source. Other countries let FIIs handle at redemption / client end.
GOI thinking : one can claim tax offset.
Why GOI’s thinking is impractical : most fund are simply creating a tax liability at NAV level for India exposure. Many of their clients don’t pay any taxes in end and some do. Hence whole process of tax offset doesn’t work for many and for many others it’s too cumbersome.
Why are we discussing it now when LTCG was done 7-8 years back ( hiked last year) : earlier India performance was okish in dollar terms but with increased treasury yields, Indian tax adjusted 6-7% USD return is not worth operational hassles. Slowing Indian economy has accelerated selling and major fresh investments are anyway unlikely as they can simply move to other APAC or even DM countries.
All this operational hassles was worth only if India was Snow White and other were dwarfs.
In all this talk of India’s golden decade and century and Vishwa guru and what not , we forgot basic that India is still an EM (on per capita basis only slightly above Africa) and hence ignoring a vital source of capital in myopia and arrogance is no less Harakiri than Demot.
We as BJP supporters have given such long rope to incumbent Government that it no longer cares to even fix its own basic mistakes. ( and not to even consider PM/HM/FM giving all those childish statements in run up to elections on PSU rallies / Markets will give an all time high / FIIs don’t matter)
Top 2% India is anyway voting via their feet by sending kids abroad or settling overseas themselves. For rest it’s very unfortunate to have decisive government but now in wrong directions.
Sekhar retweeted
Blue Jet Healthcare
There were many brokerage houses that asked questions in the concall but they haven't released any result update yet except for Kotak.
Not that, every one who asks a question should publish a report but the stock was in circuit yesterday and day before and today saw, one of the highest volumes ever! So, maybe reports will start coming from tomorrow ;-)
📌Kotak expects Q4 to be a repeat of Q3 and estimates FY25 topline to be at 1005cr and it expects FY26 topline to reach 1436cr with significant growth coming from 1) Pharma intermediates and APIs and 2) Contrast media intermediates
📌Cardiovascular intermediate has no capacity limitations can be expanded with minimal effort. Plus the patent expiry which was originally scheduled for CY2026E is now extended beyond CY2030
📌40cr for R&D towards developing advanced intermediates, expanding contrast media portfolio and enhancing capabilities toward high value CDMO projects.
📌Esperion saw 113% YoY growth in Bempedoic Acid sales in 9MCY24 and Blue Jet supplies Bempedoic Acid intermediate to Esperion.
📌Two of the contrast media products should do good ramp up from Q1FY26
📌Kotak forecasts 40% adjusted EPS CAGR, for Blue Jet, over FY2024-27E
Sekhar retweeted
A thread for all 2024 Diwali Picks
JM Financial Diwali Picks 2024
Reliance Industries - 28% UPSIDE
Power Grid - 17% UPSIDE
Bajaj Finance - 18% UPSIDE
ICICI Lombard General Insurance - 17% UPSIDE
Jindal Steel & Power - 19% UPSIDE
National Aluminium Company - 17% UPSIDE
Gravita India - 21% UPSIDE
Macrotech Developers - 23% UPSIDE
Olectra Greentech - 27%
Ashoka Buildcon - 15%
Sekhar retweeted
A request to the twitter community. Genuine case require our help.
Pls take time to read the below tweet & see if u can help!
@LearningEleven @suru27 @1health2Wealth @Alchemist1320
@lakshita_setia @soicfinance @amitabhvatsya @BaluGorade @bastionresearch @InvestmentBook1
Dear good people of X (Twitter).
We tragically lost our NIT Durgapur junior, Pranav, in October 2024 due to a critical illness. As we rally support from our batchmates and alumni, any assistance you can provide to help sustain his startup would mean the world to his family.
Thank you for your compassion.
Here is a message from Pranav's family -
(Certain details are withheld to respect the family's privacy and dignity)
"Pranav ran an IT Consulting / IT Services / Startup mentoring company based out of Noida . Company was doing good and was on a growth trajectory . However , Pranav was diagnosed with critical illness few years back and was under treatment . This started having some impact on the business for last few years . But he used to manage it somehow . However , his health deteriorated a lot in last 3 months and impacted the business severely.
We lost Pranav in Oct 2024. He is survived by his 10-year young daughter, wife and ailing parents with medical conditions and house hold expenses. Apart from the huge medical expenses that we have incurred for past many years, we are in stress to run the payrolls for Pranav's startup.
We can't close the company as of now as it would require to pay out all the salaries including notice period and return the money which we have already taken for few projects .
Currently, we have 1 technical resource on bench who has a package of around 20 LPA , he has knowledge of all our projects . If we loose him then we loose all our knowledge . So , we are looking for some opportunity where this resource can be used on a staff augmentation model against a payment higher than his package so that we can pay him and run the company too along with few temporary resources.
Secondly , we are looking for new projects and revenue to survive as the monthly expenses are around 6-7 Lakhs and we have only 3 Lakhs worth of billing for the ongoing projects.
You can contact us on Pranav's number- +91 96500 50610. "