In the Journey from 'Below Poverty Line' to 'Financial Freedom' 📈 | Wish to Quit Job at 39 in 2030 | Fond of Reading 📒| Proud Indian 🕉️ | Indian Army Fan 🪖
Bharat
Joined April 2011
- Tweets9.9K
- Following726
- Followers6.5K
- Likes48.9K
Pinned Tweet
📒Portfolio Update: October'2026
(Mainboard 31%, SME 69%)
-
1️⃣ Quality Power - 13.80%
2️⃣ #Aimtron Electronics- 12.45%
3️⃣ Akiko Global - 11.20%
4. Cosmic CRF - 6.55%
5. Anlon Tech - 6.40%
6. Purple United - 5.50%
7. Prizor Viztech- 4.90%
8. Shree Refrigeration - 4.85%
9. #E2E - 4.80%
10. Anondita Medicare - 4.25%
11. Tonbo Imaging - 3.95%
12. IndoSMC- 3.90%
13. Marine Electricals - 3.80%
14. OBSC Perfection - 3.55%
15. LTElevator- 2.85%
16. Vivid Electromech - 2.65%
17. #ESDS - 2.30%
🧵Sterlite Tech- 1.80%
🌱MV Electro - 0.50%
-
* Want to add more MV Electro and Sterlite in coming days.
* Want to buy Tembo and SJ in coming days.
* Very bullish on E2E, but can't buy more as I am sitting on losses. I don't like to average down.
* Sold Kalyani Cast temporarily to buy Prizor. The decision turned out right. Will buy Kalyani post H1 results.
* Marine's post results reaction was disappointing. I have big expectation from Marine. It will do justice in next 2Qs.
* Vivid and IndoSMS both trading at lucrative valuations- might add more in future, if I get enough cash.
* Sold Viviana as my portfolio was too heavy on power stocks. Wanted to reduce sector concentration. Plus for some reason market isn't giving it reasonable valuation.
* Might add more ESDS once rev from Sharon AI starts coming.
-
📢Disclaimer: please don't buy or sell based on such random tweets of mine. I have been wrong in buying/selling for countless times.
Do your due diligence before taking investing decision.
-
🙏Happy Diwali 🪔
📊 Portfolio update: August '2026
(Mainboard 30%, SME 70%)
-
1️⃣ Quality Power - 14.00%
2️⃣ Cosmic CRF - 11.00%
3️⃣ Akiko Global - 10.40%
4️⃣ Aimtron Electronics - 9.90%
5️⃣ Kalyani Cast Tech - 7.65%
-
6. Viviana Power - 6.70%
7. Shree Refrigeration - 6.60%
8. IndoSMC - 5.00%
9. ESDS Software - 4.70%
10. Purple United - 4.35%
11. E2E Networks - 4.10%
12. Vivid Electromech - 4.00%
-
13. OBSC Perfection - 3.50%
14. LT Elevator - 2.60%
15. Anondita Medicare - 2.30%
16. Parth Electrical - 2.20%
-
17. GSM Foils - 0.60%
18. Indo-MIM - 0.30%
-
🎯 Tracking to buy Anlon Tech. Want to add more Indo-MIM, Anondita Medicare, E2E and ESDS.
📖 The devastating event of GSM Foils has tought me why diversification is so important in equity. Otherwise I was increasingly trying to have a concentrated portfolio. Will keep 15-20 stocks with disproportionate allocation going forward.
🔎 Trying to focus on more mainboard businesses. But some SMEs keep coming with amazing valuation, taking away the cash, LOL!
-
❗Disclaimer: please never buy/sell any stock based on my portfolio names. The incident of GSM Foils, downfall of Oriana are enough proof why you should never follow anyone's stock ideas unless you study it yourself taking the names as a datapoint only.
Sunit | Stock Market Kid retweeted
Dear Biharis, never forget: during the 1962 war, Maharani Kamsundari Devi of Darbhanga donated 600 kg of gold, 90 acres of land and 3 aircraft to India’s Defence Ministry.
The biggest and most selfless unconditional donation of that era.
Sunit | Stock Market Kid retweeted
👍SJ LOGISTICS FY27 H1 RESULTS. H1FY27 RESULTS. Rs.378 was at 7.8 p/e. Now 6.7x 👍
Non stop growth with topline likely to cross Rs.800Cr this year. (May check guidance) Margin steady at 19%. 👍
(Receivables remain elevated now at Rs.248Cr. CF Negative . Similar growth and other fin profile like Blue Water but it is betting 13.5p/e valuation) Almost double of SJ. May be re-rating will happen. 👍
H1 FY27 Vs.H2 FY26
REV:Rs. 384Cr Rs. Vs Rs. 371Cr 👍
PAT:Rs. 45.5Cr Vs Rs. 43Cr 👍
(May Compare with H1FY26 Rev=Rs. 283Cr & PAT=Rs. 32Cr )
TTM Vs FY26
REV:Rs.755Cr Vs Rs. 654Cr 👍
PAT: Rs. 88.5Cr Vs Rs. 76Cr 👍
SME IPO was in DEC 2023 at Rs.125
📌 S J Logistics (India) Limited informed the exchange about its approval for the financial results for the period ended September 30, 2026. #SME #SJLOGISTIC 📄🧾
🚛 #SJLogistics will be eligible for mainboard migration by next month.
Mcap 600cr
Expecting 95-100cr PAT in FY27.
Available at forward PE of 6-6.5
Margin expansion could happen due to heightened freight charges.
-
Dis: Not invested yet. Might buy post H1.
Sunit | Stock Market Kid retweeted
Industries/themes where I am bullish
-Dredging
-HVDC
-Battery energy storage
-B2B Ems
-Cdmo/chemicals/proxies
-Financial services
-Exchanges
-Electronic warfare
-Healthcare
-Music streaming
-Digital India businesses
-FTA beneficiaries
-Forging/casting/bearings businesses
-Thermal power proxies+instrumentation
-Niche exporters across aroma, cbe, PPF films, etc
Disc: no reco to buy or sell. Just covering themes.
Sunit | Stock Market Kid retweeted
Interesting. Hindu festivals are designed around the very things that psychologists have identified as essential for our happiness. instagram.com/reel/DfP-lkjCL…
Sunit | Stock Market Kid retweeted
Kammasandra Lake -2 of 65+ Acres@Bengaluru,Lake is 100% Filled,we didn't walked out post rejuvenation,last 3+ years still in lake & caring daily basis
FPIs pour Rs 60000 crore and end 10 month sell off in 10 days 👍🙂
business-standard.com/s/2gAl…
3
888
Very insightful article on global auto market -
China Automakers growth has come at a significant cost, A super article by bloomberg.
bloomberg.com/graphics/2026-…
7
1,317
Sunit | Stock Market Kid retweeted
Had a fun conversation with @rajshamani discussing econ principles, IMF, and life.
youtube.com/watch?app=deskto…
Amazing achivement 🙏
When CoVID affected our families, snatched our friends from us, both @shailjasingh75 and I, though not virologists, decided we should do something. Here, we report discovery of a mechanism that, when targeted, kills the virus. Link: sciencedirect.com/science/ar… indiatoday.in/science/story/…
4
1,425
Sunit | Stock Market Kid retweeted
Quality power electric equipment limited
Good discussion 👍👍
youtu.be/cDDQZY31xdA?si=qtIb…
Sunit | Stock Market Kid retweeted
India plans to develop its first indigenous GPU in 24 months as part of efforts to reduce reliance on foreign firms and to build its own AI stack, including AI accelerator chips (the GPU), power infrastructure, servers/hardware, AI models, and applications, media report, citing Secretary S Krishnan, of India’s IT ministry. India recently announced a 2nd round of semiconductor incentives, ₹1,27,500 Crore rupees (US$15.3 billion), which includes a 35% subsidy for advanced packaging and 40% for fabs. #India #semiconductors government.economictimes.ind…
Good read about Data Centres in the US 👇
1/ Everyone take a deep breath. Texas data centers aren't going anywhere. The Texas governor has very limited authority to stop them. Calls for a pause or moratorium must be approved by TCEQ—the permitting authority of Abbott appointees. Here's how Texas permitting really works👇
803
Sunit | Stock Market Kid retweeted
You wanted a (HVM Si) memory fab for India under ISM 2.0, right @AshwiniVaishnaw & @GoI_MeitY Secretary ?
US midterm verdict opens door for India's data centre boom, but challenges loom
moneycontrol.com/artificial-…
14
1,457