Major Industries and the Capex Plans!

After a weak Q1, Government spending seems to be back on track, with capital expenditure increasing in July with 108% YoY growth

Retail Investors Should Moderate Their Return Expectations 💯 Credit: A clip taken from CNBC-TV18 YouTube channel

From 4k crore mcap to 16k crores+ in a year. This is the power of equity investing

youtube.com/watch?v=WQrFYd… Recommended viewing for reading balance sheets. "Deeper the foundations, Stronger the Fortress".

A One Pager on FIEM Industries

The Most Important Thing In Investing! Credit: A clip taken from CNN Business YouTube channel

Mission of the Youtube channel is being achieved :) Proud moment

We hosted our offline event the SOIC Investor Pulse in Hyderabad a few days back. Here is the after-movie of the event! It was an incredible day filled with lots of fundamental and technical insights for investors. Thank you for making this event a grand success! Hoping to see

Manish Chokhani sir explaining why investors should always be cautious of valuations while buying stocks 📈 All retail investors must listen to this. Very well explained by ManishChokhani Credit- A clip taken from ET NOW YouTube channel

Statistics show from just 408 applicants on average in FY20 and 511 in FY21, SME IPOs drew a staggering 2,19,000 applications so far in FY25. A lot of frenzy in the SME IPO segment 😅 Source: The Economic Times

Data centers – 43% of capex of a data center is electrical equipment and ~60-70% of its opex is power. (sorry for a Data Center post)

Extent of overcapacity across industries in China. Recent example is from solar sector Chinese polysilicon/solar module prices fell even below their production cost for most manufacturers (down 49%/14% YoY to USD4.36/kg/USD0.1/W), primarily led by huge overcapacity. Profit

Thank you so much for the well wishes on this Teachers day.. Markets are the ultimate teacher, hope to keep learning together in this journey

Oberoi shareholders getting dining vouchers 😃 Disclaimer: no recommendation to buy or sell.

Completely out of Defence and reduced Cap goods. Good interview to understand how cycles are playing out in markets youtube.com/watch?v=LVtenM…

Mr. Rakesh Jhunjhunwala on India's demographic advantage and how the favourable demographics should result in decades of growth for our country 🇮🇳 Source: A clip taken from FLAME University YouTube channel

Mr. Ramesh Damani's advice for retail investors 💯 Credit- A clip taken from NDTV Profit YouTube channel

Inspite of increasing Gold Prices over the long run. Jewellers in the organised sector have still grown and done well Gold price and Titan Mcap Disc: no recommendation to buy or sell.