Technologist | Wealth | Wellbeing | Exploring ideas for 10x | perpetual learner | Tweets are notes to myself
Joined September 2020
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Indian medical PLI focusing replacing imported components- companies 1) Poly Medicure 2) Sahajanand 3) Cyoent DLM 4) TTK healthcare 5) Shaily engineering 6) Syrma SGS
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Barron's Stock Spotlight: ResMed $RMD
San Diego-based medical device maker. Market share of 60-70% in CPAP devices
Drag on stock: concern GLP-1 weight-loss drugs will reduce need for ResMed's CPAP products, essential for sleep apnea (1B sufferers worldwide today).
Experts say GLP-1s do not reduce patients needing CPAP; obesity is not the cause of sleep apnea. They hv raise disease awareness and made combined treatment more likely.
Trigger - Democrats' sweep could bring tax incentives for affordable care, boosting demand.
Financials: 12 quarters of unreduced guidance, beating Wall Street estimates; conservative management.
Operating margin may reach 37% by 2030. R&D at 6.5% of revenue. Share buybacks and double-digit earnings growth (17% in FY2026). Trades at 19x 2026 forward earnings.
Buying this name can help investors sleep at night. #USwatchlist
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India 🇮🇳 strongest week in #stockmarket pre-Diwali 🎎
1) FII returns with ~₹45K crore in 5 days
2) Lower crude oil Price 🔻
3) Best median earning growth for Indian Companies in Q2FY2026
4) Rupee depreciation stable
Will bull market for India begins ? #Nifty50
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Survival is your primary objective to long-term #Investing & returns
Adapt to changing market conditions/sentiments
Here below interesting read
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Hiren Ved of Alchemy Capital Management says: #Nifty50 #Midcap 150 is positioned more favorably than Nifty #Smallcap 250 on valuation, earnings consistency and compounding catch-up potential.
Mirae midcap150 with lowest expense ratio among peers, highest liquidity, NAV–Price Gap and low tracking error is one of my choice
However, he argues that blindly buying the broad index is suboptimal versus selective, bottom-up stock picking in this space.
Insights: What is ‘breathing to life’ is same as ‘breadth to market’
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Someone said - Like soan papdi, the annual Diwali festival #stock tips most admired, passed along, almost never eaten
Beware of business channels, brokerage reports etc
#Bloomberg consensus reported indian 🇮🇳 BSE Sensex 93,512 by Oct 2026 but it stood at 74,151 down by 12%
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Top 5 US 🇺🇸 states for #DataCenters will be governed by blue wave which translates to 45% of planned datacentres expansion #AIbuildout per GS
Winners🎖️ will be who has DC and compute capacity
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In bear market 🐨, everyone focuses on
▶️ Balance-sheet and Survival
▶️ Best time to be investor
▶️ Risks is overestimated, RM is key
In bull market 🐂 , everyone focuses
▶️ Income statement and Growth
▶️ Technicals likely to work
▶️ Risks is underestimated
📔 Selling your winners and holding your losers is like cutting the flowers 💐and watering the weeds
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India Mutual Fund's Manager Most wanted stocks 2026
My focus #Watchlist - #Kfin Technologies, #Timken, #Rainbow Children Medicare, #Mahindra #Diwali2026
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Kfin Technologies -
1) global fund administration capabilities across Indian and Global markets, integration of Singapore-based Ascent Funds Services (acquired recently)
2) cost optimisation measures which is expected to help deliver 40% Ebitda
3)Structural tailwinds in the MF industry
Rainbow Children HealthCare -
1)Evolution from a pediatric-focused hospital chain into comprehensive mother-and-child healthcare platform - patient acquisition & retention
2)management guidance to double over next 4 yrs, plans to double its capacity in next 5 yrs
3)Expanding into high-growth non-core markets -North & West India
Timken India -
1) Manufacturing distribution and sale of anti-friction bearings, mechanical power transmission products with optionality of Physical AI
2) Should benefit from healthy demand in industrial processes, metals, renewable energy, offhighway equipment and heavy commercial vehicles, while exports are buoyed by the US market
3) Capacity expansion in Bharuch plant
M&M -
1)Management has indicated that EV operations are already EBITDA-positive even without PLI benefits
2)Monthly SUV production capacity set to reach 82,000 units by FY27-end, supporting both ICE and EV growth, higher-horsepower tractors and farm implements are expected to sustain growth in the premium tractor segment
3) Spend on R&D increasing
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Barron's reports: $EQX is a diamond in the rough?
Thesis
- Equinox trades at ~7.5x forward earnings, well below the VanEck Gold Miners ETF’s ~12x average, with an estimated 51% upside
- Margin expansion via Orla Mining acquisition.
- Macro gold tailwinds: central banks buying gold to diversify away from U.S. dollars
- BMO’s Kevin O’Halloran sets $15.70 PT (62% upside from ~$9.70)
Antithesis & Risks
- Gold falling below support; higher rates could push prices toward $3,700/oz.
- Slow or costly Orla integration.
- Operational misses, especially Greenstone trommel performance, undermining margin story.
Triggers
- Q3/Q4 trommel updates
- End-of-year Orla mine integration completion (per incoming CEO Jason Simpson)
- Production ramp-up at Greenstone and Valentine to close profit-per-ounce gap vs. senior producers
#USWatchlist
Technology Fasting means limiting use of mobile📱and observing digital detox from 10pm-6pm
Benefits- better mental health cultivate creativity, increasing attention span, live in present
Mobile📱 is not an extension of human body
#Technology #fasting
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Someone mentioned market corrections are never analytical but purely emotional
If a 20% drop makes you lose sleep, your allocation is too big.
You can only weather a storm in businesses you truly understand and trust
Leverage takes away your ability to think and forces you to act at the worst possible time.
#Investing #StockMarket #wealthcreation
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Block vs. Bulk Deals: track the "Smart Money" in Stock Market 📊 🇮🇳 SEBI defines them and the hidden nuances you need to know:
🤝 1. BLOCK DEALS (The Private Handshake)
What it is: A pre-negotiated trade between two giants (like a Mutual Fund and a Promoter).
The Rule: Minimum ₹10 Crores.
Where it happens: In a separate, special 15-minute window—NOT on the live market.
Imp note: SEBI mandates 100% delivery for Block Deals. Intraday trading is banned here. If you see a major fund buying in a Block Deal, it signals high-conviction, long-term accumulation.
🐋 2. BULK DEALS (The Open Market Whale)
What it is: A massive order dropped right onto the live trading screen.
The Rule: Must be at least 0.5% of the company’s total listed shares.
Where it happens: Anytime during regular market hours (9:15 AM - 3:30 PM).
Imp note: Bulk deals immediately spike or crash the live stock price. However, they are full of Algorithmic & High-Frequency Trading (HFT) noise.
💡 Don't blindly follow daily Bulk Deals. HFT algos often buy and sell 5 lakh shares in the same day for arbitrage, creating a fake "Bulk Deal" alert with zero delivery.
To filter the noise / find real institutional buying, track the Delivery Percentage (aim for >60% on high volume days) or watch the quarterly FII/DII shareholding data.
Track the delivery, not just the volume!
#StockMarketIndia #Investing #Nifty50
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Deep relationship is built when helping others without any expectation of receiving anything in return
Shallow relationship happens when each side is expecting something from the other
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Tailwinds are classified into 3 types: fads, themes, and trends. Fads last 3 months to 2 years, themes up to 5 years, and trends for decades. There are cycles within above - timing and selection matter
Electricity, AI & Semiconductor can be multi-decade trends and sub-segments within it like memory or specific stock can be theme or fad #investing #Tailwinds
Whats could be themes or Fads in current environment ?
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2026 Nobel Prize in Medicine: 2026 Scientists borrowed a trick from pond algae #Optogenetics
Pond algae needs sunlight to live, so it has a protein that reacts to light.
Scientists use a harmless virus to add algae's light-sensitive protein to neurons, then use blue/red light to turn them ON/OFF.
Why it matters: instead of medicines that affect the whole brain, we can control only the cells we want. Being tested to restore vision, Parkinson's, Alzheimer's, epilepsy, diabetes and cancer
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