https://teapaw.org/t.co/8XKijP4jfR is SEBI Registered Research Analyst INH000013828) Cupressus Enterprises Pvt Ltd #equity #valueinvesting #investinstocks #wealth
Joined December 2018
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Intelsense.in retweeted
As China restricts tunnel-boring machine exports, domestic alternatives become crucial. #BEML highlights massive upcoming demand for TBMs and maritime cranes, though scaling past the 12-meter machining bottleneck remains the next big hurdle.
Intelsense.in retweeted
L&T Finance onn the insurance distribution consultation paper:
Banks & NBFCs distribute 90%–95% of all Credit Life insurance in India
This channel touches 65–85 million lives annually. L&T Finance and industry body FIDC are actively engaging with the regulator to request a practical glide path for commission optimization.
Intelsense.in retweeted
CCS clears Rs 40,000 crore next-gen corvettes for Indian Navy; mega warship order for GRSE, Goa Shipyards
aninews.in/news/national/gen…
Intelsense.in retweeted
#KMEW gets its largest order ever from New Mangalore Port for maintenance dredging. Contract worth 303 crs for 3 years.
Intelsense.in retweeted
Performance update for our PMS funds in H1FY27. Also, what we changed in our strategies over the last few quarters.
Shree Lakshmi returned 25.4% and Shree Vriddhi 20.1% in H1 FY27, 2.5 to 3.1 times the BSE 500 TRI's 8.1%.
To invest with us, contact [email protected]
To know more about the funds, visit shreerama.co.in
Intelsense.in retweeted
This is a reminder email for today's webinar.
Date: 31-Oct-2026 at 7:00 PM IST (subject to last-minute change).
Meeting Link: meet.google.com/ein-ddcs-bom
Intelsense.in retweeted
A blockbuster learning session coming up.
Dr Hitesh Patel, one of the most prolific contributors in Valuepickr and an extremely successful investor for over two decades will be sharing his thoughts on how he has successfully navigated the ups and downs of markets over time.
Intelsense.in retweeted
Recording of the Quarterly webinar.
youtu.be/gUBZcIUXP4Q?si=DrGV…
Intelsense.in retweeted
Chile’s copper mines reported their worst quarterly output in two decades. Imoortant because Chile supplies more than 20% of the world’s mined copper.
bloomberg.com/news/articles/…?
Intelsense.in retweeted
For the full Stock Story, read intelsense.substack.com/p/st…
If you prefer video over reading, head to youtube.com/watch?v=FW6ZiC9u…
Intelsense.in retweeted
#LIC is the only large Life Insurer that benefits on VNB margin as RBI raises rates.
Intelsense.in retweeted
The narrative around AI is shifting in IT Industry
#HCLTECH seems to be capturing this well
Intelsense.in retweeted
Swan Defence & Heavy Industries order book is sitting at ₹6,500 Cr, the company's backlog is roughly 23x its FY26 annual revenue (₹282 Cr)
#SWANDEF #NAVY #SHIPBUILDING
Intelsense.in retweeted
Multidisciplinary thinking compounds into better investing.
Each week, we cut through the noise and curate the sharpest ideas across domains.
In Week # 457 CURIOSITY, we cover:
- Keep Evolving
- Markets & Keynesian Beauty Contest
- Global Recorded Music Revenues (graphic)
- Investing with Li Lu (video)
intelsense.substack.com/p/cu…
Intelsense.in retweeted
The grand old man is not playing any more but could yet have the last laugh.
One of the most important things in investing is sticking around for a long time.
Intelsense.in retweeted
Eimco Elecon is riding a massive mining CAPEX wave
Order book up 202% YoY to ₹133 Cr, fueled by aggressive national targets for coal, copper, uranium and gold mining.
Intelsense.in retweeted
FUND TRACKER: Keeping an eye out for what mutual funds bought and sold in September.
intelsense.in
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