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CFA LEVEL 1 cleared | NISM Certified XV & VIII Learning to replicate the frameworks of Stalwarts. ( Catalyst based investing ) NOT SEBI REGISTERED ! Just Sharing my learnings along the way.
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频道帖子
Indian VFX industry players are going through serious growth opportunity phase.
Look at the key strategies and developments, Institutional / Big Whales participation.
Read the concall/credit rating report of the core VFX companies.
A very good article to start with :-
https://finshots.in/markets/whats-driving-the-prime-focus-re-run/
#Primefocus #Basilicflystudio #Phantomdigital
Disclaimer :- Already Invested & Biased. Do your own research before you take any action.
| 2 |  没有文字... | 1 110 |
| 3 | 8. Self-Reliance in Space Sector
India is pushing towards self-sufficiency in space tech, with the Gaganyaan mission and ambitious plans for establishing its own Indian space station.
Potential beneficiaries:
🔸Satellite manufacturers & space system suppliers
🔸Launch system
📝 Study material on space sector
drive.google.com/file/d/1BKGMBW…
drive.google.com/file/d/1BIqdWZ…
#spaceeconomy #startups | 1 253 |
| 4 | 7. Defence Security Shield – Sudarshan Chakra
PM modi announced the Sudarshan Chakra mission aimed at bolstering India's national security over the next decade.
India plans to build its own Iron Dome–like defence system to safeguard critical sites.
#Defence
Potential Beneficiaries:-
🔸Missile defence systems
🔸Radar systems and counter - drones
📝Study material on Defence Industry
drive.google.com/file/d/1jCpMjC… | 1 116 |
| 5 | 5. ₹1 Lakh Crore – PM Viksit Bharat Rojgar Yojna
The govt will incentivise both employers (for fresh hiring) and employees (₹15,000/month support on their first job).
➡ Pumps money into the economy → boosts consumption.
#ConsumerGoods
6. GST Reforms by Diwali 2025
Next-gen GST reforms aim to reduce tax burden. Reports suggest that 99% of goods under the 12% slab will shift to 5%, putting more surplus cash in consumers’ hands.
#GSTReforms
Potential beneficiaries of GST reforms:
Consumer durables & staples (consumption-oriented sectors). | 1 040 |
| 6 | 4. Energy Independence – Deep-Water Exploration Mission
PM Modi stressed on cutting India’s heavy dependence on imported oil & gas. The new National Deep-Water Exploration Mission aims to explore oil & gas reserves, by tapping into ocean resources.
#MiningStocks #oilreserves
Potential beneficiaries:
🔸Shipbuilding & shipping companies
🔸Oil equipment & service providers | 796 |
| 7 | 3. Indigenous Jet Engines
To achieve true Aatmanirbharta in aerospace, India must master aerospace propulsion technology. PM Modi urged scientists & youth to take up the challenge of building indigenous jet engines and make India’s Aerospace industry self sufficient.
#Aerospace
Potential beneficiaries:
🔸Engine component makers
🔸Tier 2, 3 & 4 suppliers across the aerospace value chain
Study material on Aerospace.
drive.google.com/file/d/18uvnBF… | 713 |
| 8 | 2. Nuclear Energy Capacity to Grow Tenfold by 2047
India plans to expand its nuclear power capacity to 100 GW by 2047 under its indigenous programme. Work is already underway with 10 new reactors and private sector partnerships.
#NuclearEnergy
Potential beneficiaries:
🔸Nuclear reactor equipment makers
🔸Speciality steel & instrumentation companies
Study material on Nuclear energy
drive.google.com/file/d/1Bm7ja9… | 676 |
| 9 | 1. First Make in India chip
PM Modi announced that first semiconductor chips will hit the market by the end of the (2025) – a step towards positioning India as a global hub in semiconductor manufacturing.
Potential Beneficiaries :-
🔸Semiconductor Testing
🔸Speciality chemicals
🔸OSAT and semiconductor fabs.
📝 Study material on semiconductor
bastionresearch.in/indias-leap-in… | 841 |
| 10 | Decoding the potential opportunities being shared by PM Modi in his Independent Day 🇮🇳 speech
Essential Study material links are also attached with their respective segment.
👇 | 776 |
| 11 |  Please don't fall into such traps of fake accounts. Always verify the real account before conducting any action.
⚠️ | 1 258 |
| 12 | 10 - Forensic-Accounting.pdf | 909 |
| 13 | Here are the notes of the above session 👇
https://drive.google.com/file/d/1Q6L3kJXliDhcr-26J4eyYcxOdVVJes9H/view?usp=drivesdk | 942 |
| 14 |  So, finally here you go with a full fledged deep dive session on Forensic Accounting.
It's session 10 and a part of management analysis chapter.
Don't know how many of your going to watch but one thing I can assure that this could be the best session ever on Forensic Accounting.
So don't miss it.
Link is here 👇
https://youtu.be/H9MJGrsefF4?si=RID4rxORU4NCrsTm | 1 060 |
| 15 |  Having a robust Stock Rejection Framework can be a life saver due to high potential of getting trapped into businesses like 'Gensol engineering' which destroys wealth.
Take a look at this small 2 mins video for understanding my stock Rejection Framework 👇
https://youtube.com/shorts/KUc4yI14UCo?si=8RpsPcZUMDy0Uk60 | 1 379 |
| 16 |  Never average down on businesses that start showing signs of negative transition.
These negative transitions include:
Diminishing Growth Rates
(YOY sales growth rates 📉)
Diminishing Efficiency
(ROCE, ROE, and margins ⏬)
UPTICK IN LEVERAGE
( Debt funded Capex 🚨 )
Also,
Cyclical businesses shouldn't be averaged down.
Averaging down only works well for secular businesses with a strong "economic moat"
In the next immediate post, we will discuss more on economic moat with practical examples. | 1 632 |
| 17 |  没有文字... | 1 374 |
| 18 |  A Complete practical guide to management analysis.
https://youtu.be/pxd3N0R-PI8?si=W9nt14vPO4iwrVvj
Let's go 🔥 | 1 312 |
| 19 | It's time for a detailed session on Management analysis.
Starting with a fresh chapter in Session 9 of an Investing Science series.
Going to release in few minutes 🔥 | 1 212 |
| 20 |  没有文字... | 1 505 |
