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My Affiliation: Principal Officer at Investrright Capital Private Limited
SEBI Registration: Category III AIF Reg No: IN/AIF3/26-27/2259
Scope of Content:
All posts, charts, and market commentary from this handle are strictly for educational and discussion purposes based on publicly available data. Nothing posted here constitutes investment advice, stock recommendations or research reports.
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Ather just turned profitable for the first time
Meanwhile, SoftBank is selling down its stake in Ola Electric, and Ola is raising Rs 1000 Cr via a rights issue.
One company chose slow, disciplined margins
The other chose massive hype, blitzscaling, and burning cash.
Market has started to pick a winner itself
Are you holding any?
6 stocks with company news out ahead of market open, here's what was announced.
Full breakdown in the thread below 🧵⬇️
Disc: Not financial advice. For educational purposes only
6. Tata motors
Tata Motors' tender offer to acquire Italian commercial vehicle maker Iveco Group has crossed the key 80% threshold. Provisional results indicate that the offeror would hold an 89.42% stake in Iveco, net of treasury shares
PE is at 20.6 while ROE and ROCE are more than 34%
#tmcv
What % of your portfolio is in cash right now?
< 5% Fully deployed
5% to 20% Waiting for dips
20% Sitting out)
Where do you stand?
FIIs dump Rs 400000+ Cr, DIIs absorb every single rupee and retail is aggressively buying the dip through SIP or any other means
Hardly any investor who started an year ago or two will be in profit
None amongst them are at fault
Gagan retweeted
All
1. Roll back LTCG to 10%
2. Slash STT on F&O
3. Raise the Rs 1.25L exemption limit
The Finance Ministry has officially begun seeking views from market participants to reassess STT and LTCG tax.
The government has officially initiated a reassessment of LTCG tax and STT, seeking feedback from investors and tax experts.
If you could send one piece of advice to the Finance Ministry right now what needs fixing first?
1. Roll back LTCG to 10%
2. Slash STT on F&O
3. Raise the Rs 1.25L exemption limit
Drop your pick
I will personally advice all
Gagan retweeted
Replying to @Singhlicious
Remove STT on Cash Delivery Trades
Reduce STT by Half for FNO
Raise LTCG Exemption to 10L and 3Y tenure. That will allow investors to hold for longer.
Just witnessed this moment at Sri Harmandir Sahib on the occasion of Prakash Parv of Guru Ramdas ji
Heartiest congratulations to all of you
Source link
Govt seeks investor and expert views on LTCG and STT as it reviews capital market levies amid FPI exodus
economictimes.indiatimes.com…
The Finance Ministry has officially begun seeking views from market participants to reassess STT and LTCG tax.
The government has officially initiated a reassessment of LTCG tax and STT, seeking feedback from investors and tax experts.
If you could send one piece of advice to the Finance Ministry right now what needs fixing first?
1. Roll back LTCG to 10%
2. Slash STT on F&O
3. Raise the Rs 1.25L exemption limit
Drop your pick
I will personally advice all
The Finance Ministry has officially begun seeking views from market participants to reassess STT and LTCG tax.
The government has officially initiated a reassessment of LTCG tax and STT, seeking feedback from investors and tax experts.
If you could send one piece of advice to the Finance Ministry right now what needs fixing first?
1. Roll back LTCG to 10%
2. Slash STT on F&O
3. Raise the Rs 1.25L exemption limit
Drop your pick
I will personally advice all
India’s biggest IPO just handed bankers their smallest cut ever.
Banker fee margins:
Swiggy: 2.43%
LG: 1.95%
Hyundai: 1.77%
Jio: 0.65%
19 lead managers worked on Jio's Rs 30200 Cr issue for basically cost price just to flex on the league table.
Would you take a 70% pay cut for such exposure?
Gagan retweeted
I came across these shares, while looking for Marquee Investors' disclosed holdings
Ashish Kacholia Portfolio Update as on Q2 2026
New Additions:
1. ESDS Software Solution: 2402000 shares
2. Ardee Industries: 3773600 shares
3. SG Finserve: 1544009 shares
4. Credent Connect N Care: 267600 shares
Stake Increased:
1. Indo SMC: 742405 shares
2. Stove Kraft: 634916 shares
His mostly investments are in unlisted space









