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Curious Indian Investor

Curious Indian Investor

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Hi, Arjun here. This channel is for me to help with my learning and exploration of the financial markets. Not SEBI registered. Bluesky - https://bsky.app/profile/curious1nvestor.bsky.social Twitter - https://twitter.com/Curious1nvestor

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تاریخ
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پست‌های کانال
2
https://x.com/Normal_2610/status/2093024322365653008
https://x.com/Normal_2610/status/2093024322365653008
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3
Reliance, Rolls-Royce join hands to develop indigenous AMCA fighter jet engine in India The partnership aims to combine Rolls
Reliance, Rolls-Royce join hands to develop indigenous AMCA fighter jet engine in India The partnership aims to combine Rolls-Royce’s technology and expertise in advanced propulsion with Reliance’s industrial and manufacturing capabilities to support the joint development of the AMCA engine in India Read More: https://www.moneycontrol.com/news/business/companies/reliance-rolls-royce-join-hands-to-develop-indigenous-amca-fighter-jet-engine-in-india-14005925.html
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4
https://www.threads.com/share/BBYk_CP8No/
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5
These two names GMDC & SSWL discussed a bit over 2 years and 10 months ago have had different trajectories over the same period. GMDC which was at about 262 Rs. has more than doubled in this time - now at 561 Rs with a market cap over 17,900 crores. SSWL had gone down from 251Rs. to about 170 and then rallied back up and down again and is now back up, recently breaking its previous all time high. Yet it is only at 312 Rs. (4900+ cr. market cap) meaning a gain of 312/251
578
6
Good results by Namo eWaste, an older holding of mine. I have been holding this for over a year and a half now. It has declared its best ever half-yearly revenue and stock has broken ATH. It is an SME stock and therefore can only be bought in lots. Worth studying.
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Positive signs for India's shipbuilding capabilities. Mazagon Dock Shipbuilders can benefit if this goes through.
354
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https://www.timesnownews.com/world/rs-99000-crore-6-subs-one-big-guarantee-inside-indias-german-deal-article-154046616
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https://x.com/i/status/2042297630810861849
https://x.com/i/status/2042297630810861849
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https://www.cnbc.com/2026/03/04/xiaomi-humanoid-robots-ev-factory-.html
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Personally, I have been adding the more shares of stocks in my portfolio that have slipped some 35%-40% from their peaks.
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https://x.com/i/status/2027486454507577414 Do check it out and provide your feedback.
https://x.com/i/status/2027486454507577414 Do check it out and provide your feedback.
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13
A page from Samit Vartak's (Founder and CIO, SageOne) newsletter shared a couple of weeks ago.
A page from Samit Vartak's (Founder and CIO, SageOne) newsletter shared a couple of weeks ago.
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Alphabet (Google) issued 100-year bonds recently in British pounds and 40-year bonds in US Dollars. The deal was spectacularl
Alphabet (Google) issued 100-year bonds recently in British pounds and 40-year bonds in US Dollars. The deal was spectacularly oversubscribed. They originally planned to raise $15 billion in US dollars, but because they received over $100 billion in orders, they "upsized" the deal to $20 billion on the first day. ​For, the 100-year Sterling bond specifically, demand was even crazier: it drew 10 times more orders than the £1 billion ($1.4 billion) they were actually selling. This enabled them to reduce the interest rates that they were offering for the bonds. This is just an example of how much money is flowing into AI.
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بدون متن...
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https://x.com/SamitVartak/status/2005577345449791532
https://x.com/SamitVartak/status/2005577345449791532
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#Lauruslabs new CDMO opportunity, this time it’s in electronics https://www.lordin.net/en/news/view.php?noticeSeq=50 From - h
#Lauruslabs new CDMO opportunity, this time it’s in electronics https://www.lordin.net/en/news/view.php?noticeSeq=50 From - https://x.com/i/status/2003724707041067156
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This one was out of the blue for me. I have to watch this closely. #LaurusLabs From - https://x.com/i/status/1975411308611994
This one was out of the blue for me. I have to watch this closely. #LaurusLabs From - https://x.com/i/status/1975411308611994090
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19
Clean Science & Technology is an interesting company in the chemicals space and it has been richly valued since it's IPO which is why I did not look into it all that much as an investment option. It is coming down in price now and has reached its IPO price band. This is a good opportunity for one to study the business. I don't have any current holding.
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20
A general thought / personal opinion - Many small and midcaps are looking reasonable not 'cheap' but reasonable. It feels like a good rally in the broader market is not too far away, maybe a couple of months or so away. If we get a good trigger for the overall market many of these s/mid caps could see a good upside.
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