niveshak

𝗔𝗜 𝗞𝗻𝗼𝘄𝘀 𝗬𝗼𝘂𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗕𝗶𝗮𝘀𝗲𝘀. 𝗗𝗼 𝗬𝗼𝘂? 🤔 We ask AI for stocks, markets & returns. But have you ever asked @Grok or @ChatGPT to analyse YOU as an investor? I tried this👇 "We have been interacting for several months. Based on our conversations, assess my investing habits, decision-making, strengths, weaknesses and biases. Be brutally honest, not flattering." Try it and comment ✍️ your biggest weakness.

𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝗻 𝟮𝟬𝟭𝟬 𝘃𝘀. 𝟮𝟬𝟮𝟲

Ten Investing Handle Every Investor Can Follow [Given By Grok] 1. @Nithin0dha 2. @porinju 3. @VijayKedia1 4. @Iamsamirarora 5. @dmuthuk 6. @BMTheEquityDesk 7. @deepakshenoy 8. @safalniveshak 9. @shyamsek 10. @MohnishPabrai

🚨 𝗨𝗦 𝗔𝗜 & 𝗖𝗵𝗶𝗽 𝗦𝘁𝗼𝗰𝗸𝘀 𝗖𝗿𝗮𝘀𝗵! 𝗜𝗻𝗱𝗶𝗮𝗻 𝗜𝗧 𝗕𝗮𝗰𝗸 𝗶𝗻 𝗔𝗰𝘁𝗶𝗼𝗻 Heavy selling in US AI and semiconductor stocks. Look at the damage. 🔻 Intel (INTC): Down 30% 🔻 SanDisk (SNDK): Down 13% 🔻 AMD: Down 12% 🔻 Bloom Energy (BE): Down 10% 🔻 Silicon Motion (SIMO): Down 9% 🔻 HPE: Down 8% 🔻 Nvidia (NVDA): Down 5% But something interesting is happening on the other side. Indian IT ADRs are trading in green. 🔼 Infosys ADR: Up 3% 🔼 Wipro ADR: Up 2.6% 🔼 Reliance: Up 2.7% For the last few quarters, everyone was chasing AI. Is money shifting from expensive AI stocks to old-school IT businesses? What's your view?

Hey @Grok , analyze the entire X and tell me 10 Investing handles which every Indian Investors should follow.

𝗖𝗮𝗻 𝗝𝗶𝗼 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 𝗠𝗮𝗶𝗻𝘁𝗮𝗶𝗻 𝗧𝗵𝗶𝘀 𝗣𝗿𝗲𝗺𝗶𝘂𝗺 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻? 𝗕𝗵𝗮𝗿𝘁𝗶 𝗔𝗶𝗿𝘁𝗲𝗹 🔹 Price: ₹1,974 🔹 Market Cap: ₹12.30 lakh Cr 🔹 P/E: 39.4x 🔹 ARPU: ₹264 🔹 Users: 49.43 Cr 𝗝𝗶𝗼 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 🔹 Price: ₹1,431 🔹 Market Cap: ₹13.16 lakh Cr 🔹 P/E: 43.6x 🔹 ARPU: ₹215.60 🔹 Users: 51.11 Cr Do you also think we are heading towards a premium-valued telecom industry? Can we see a 15–20% upside through a valuation re-rating?

"Indian Market will not make new highs till 2028." — Ace Investor Vijay Kedia

𝗡𝗶𝗳𝘁𝘆 𝗜𝗧 𝗝𝘂𝗺𝗽𝗲𝗱 𝟮𝟲.𝟵% 𝗶𝗻 𝗝𝘂𝘀𝘁 𝟰 𝗠𝗼𝗻𝘁𝗵𝘀 On 1 July 2026, Nifty IT was just 25,769. Tiday it's hovering at 32,700. That's a massive recovery of 6,931 points, or 26.9%. When everyone was pessimistic about the IT sector, the opportunity was right there. Investors love discounts everywhere, except in the stock market! Pessimism makes noise, but optimism makes money. Did you buy IT crash or just criticise the Indian IT sector?

𝗦𝘁𝗼𝗰𝗸 𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗼𝗼𝗸𝘀 𝗟𝗶𝗸𝗲 𝗮 𝗣𝗹𝗮𝗰𝗲 𝗳𝗼𝗿 𝗘𝗮𝘀𝘆 𝗠𝗼𝗻𝗲𝘆! Many people fall into this illusion and end up making big money mistakes. Focus on your core expertise, earn money, and then invest your savings in equities. Don't get into investing as a full-time business unless that is your core expertise. Seriously, it won't work for most people.

𝗙𝗜𝗜𝘀 𝗣𝗮𝗻𝗶𝗰𝗸𝗲𝗱, 𝗕𝘂𝘁 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗞𝗲𝗲𝗽 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝗶𝗻𝗴 History has an interesting lesson for every investor. Whenever FIIs sold heavily during market crashes, the Nifty 50 followed a smart recovery. Look at this recovery pattern after crash: 🔹 2008 Crisis: +92% in the following 12 months 🔹 2020 COVID Crash: +95% 🔹 2022 Correction: +23% But most retail investors do the opposite. They invest aggressively when markets are expensive and panic when valuations become attractive. 👉 You need to be optimistic during the Bear phase to be happy during the Bull's reign. 😃

You need to be optimistic during the Bear phase to be happy during the Bull's reign.

𝗛𝗲 𝗦𝘁𝗮𝗿𝘁𝗲𝗱 𝗪𝗶𝘁𝗵 𝗝𝘂𝘀𝘁 𝟭𝟳 𝗖𝗮𝗿𝘀. 𝗧𝗵𝗲𝗻 𝗕𝘂𝗶𝗹𝘁 𝗮 𝗕𝗶𝗹𝗹𝗶𝗼𝗻-𝗗𝗼𝗹𝗹𝗮𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 Warren Buffett, narrates two successful stories here. Neither entrepreneur had a fancy business degree, revolutionary technology or a unique product. Yet, both built extraordinary businesses. 𝗦𝘁𝗼𝗿𝘆 𝟭: 𝗥𝗼𝘀𝗲 𝗕𝗹𝘂𝗺𝗸𝗶𝗻 🔹 Arrived in America in 1917. Couldn't speak English. 🔹 Never attended school. Couldn't read or write. 🔹 Saved just $2,500 over 20 years. 🔹 Started a furniture business in 1937. 🔹 Sold the business to Warren Buffett in 1983 for approximately $60 million. 🔹 Worked until the age of 103! Her secret? She cared about customers, kept margins low and worked harder than her competitors. 𝗦𝘁𝗼𝗿𝘆 𝟮: 𝗝𝗮𝗰𝗸 𝗧𝗮𝘆𝗹𝗼𝗿 🔹 Dropped out of college. 🔹 Served as a Navy pilot during World War II. 🔹 Started a car leasing business at 35 with seven cars. 🔹 At 40, entered the rental car business with just 17 cars. 🔹 Competed against giants like Hertz and Avis. His company became Enterprise Rent-A-Car. He didn't manufacture cars. He didn't have better cars than his competitors. He simply focused on giving customers a better experience. 𝗪𝗵𝗮𝘁 𝗗𝗶𝗱 𝗪𝗮𝗿𝗿𝗲𝗻 𝗕𝘂𝗳𝗳𝗲𝘁𝘁 𝗪𝗮𝗻𝘁 𝗨𝘀 𝘁𝗼 𝗟𝗲𝗮𝗿𝗻? 👉 You don't need to get your business idea right on the first attempt. 👉 You don't need a revolutionary product to build an extraordinary business. 👉 Focus on things you can control, not on the Fed, stock market or economic predictions. 👉 Customer experience is more important than the price they pay. 👉 Surround yourself with people who are better than you. 👉 Keep learning, even when you think you have enough experience. And perhaps that is one of the strongest competitive advantages a business can build. What's your view?

I support SEBI's decision. There should be only Direct Plans. Remov drama of Direct–Regular, Commission–MFD. Let there be only one product. Investors are confused, MFDs are blamed for .40 of mockery. AMCs are playing in between of expense difference. moneycontrol.com/news/busine…

I attended the Business Standard BFSI Summit and got an opportunity to listen to Vijay Kedia. <This was a paid event>These are my learnings I am sharing with you. 🔹 I was born into a family of stockbrokers and investors. 🔹 Initially, I also started with trading, but after ten years, I realised that it was not my cup of tea. I shifted my focus to long-term investing. 🔹 90% of stock market participants are still into trading and don't make substantial money. Then, after some time, they realise this and shift to investing. 🔹 Luck plays a big role in investing. No doubt, research and vision backed by data matter. 🔹 Stock market success depends on knowledge, conviction, courage and patience. 🔹 Knowledge can be borrowed. Courage and conviction can be developed over time. But patience is far more important, which you need to develop and get "Vijay" over your emotions. 🔹 Everyone has their own risk level, and one strategy can't suit everyone. I don't invest for 30–40% returns. So my game is long-term. You decide what you want to chase. 🔹 शेयर बाज़ार में रिस्क लेने से ही पैसा बनता है। मैं जब पैसा लगाता हूँ, तो समझता हूँ कि ये ज़ीरो भी हो सकता है। आपको समझना है कि आप अपने उस इन्वेस्टमेंट को ज़ीरो होते हुए देखने की कैपेसिटी रखते हो या नहीं। So don't copy me blindly. 🔹 If you are copying me, then allocate the money in the same ratio as I do when I pick a stock. 🔹 Gambling don't give you assesment of risk, Investing give you to understand that. 🔹Think stock investing as a buisness. 🔹There is no fixed theory in the market. 🔹Stay invested in a "sunrise sector" at any cost, Stay out of "sunset industry" at any cost. 🔹 Promoter (Management) group should be Honest Hungry and Smart. 🔹Follow Vijay Kedia's SMILE formula (in comment 👇) always. 🔹 Lastly he suggested casual investors are not suitable for investing in stocks. It's a 24x7 work. Otherwise put money into Mutual Funds. 😍 Vijay Kedia asked the audience, "How many are traders here?" People were shy about raising their hands. Investors having an investment horizon of less than one year are also traders. One quote from Vijay Bhai: "𝗜𝗻 𝘁𝗵𝗲 𝘀𝘁𝗼𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁, 𝗶𝗳 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗿𝗶𝗴𝗵𝘁, 𝘆𝗼𝘂 𝗹𝗲𝗮𝗿𝗻. 𝗜𝗳 𝘆𝗼𝘂 𝗮𝗿𝗲 𝘄𝗿𝗼𝗻𝗴, 𝘆𝗼𝘂 𝗹𝗲𝗮𝗿𝗻."

Yesterday evening, I was at a Research Analysts' and Brokers' Meet in Mumbai. I met one of the big players in the IPO market. He applied for the Jio IPO using 55 unique PAN numbers. All in the retail category, with 2 lots each. He got 35 successful allotments. He booked almost ₹1.2 lakh in profit. And a few of the Demat accounts were rented for ₹400–₹500 per successful allotment. Amazing 🤩 How much brainpower people use! I never thought of this. 🤔