Investing is my forte | Decoding Markets with Data & Probability | Observing Cycles | Trends | Business Research
Joined July 2022
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Prince Alwaleed, often called the Arab world's Warren Buffett. 🔥
Pulled Out Absolute Greatest Equity Rollover Loop In History.
Invested ₹2,500 Cr In Twitter On 2011
In 2022 He Refused Elon Musk's cash-out offer & rolled his stake into X worth 15,700 Cr
X Merged with xAI in an all-stock deal in 2025
In 2022 He Refuses Elon’s cash & rolls ₹15,700 Cr equity into his circle.
Today, that stake is worth a mind-melting ₹1,10,000 Cr 🔥
Elon Musk is a legend, Mad Respect to him 🔥
Jun 13
SpaceX With $18.7B Revenue & $4.9B Ne Loss Demands $1.8T Valuation.
Nvidia The Biggest With $216B Revenue & $120B Profit Demands $5T Valuation.
SpaceX is valued 4x higher relative to its revenue despite only 9% of Nvidia’s revenue.
Nvidia Builds the future & prints cash; SpaceX just burns cash and sells the sky. 🔥
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Not the first time RPSG has backed a neglected asset & created enormous value. 🔥
Sanjiv Goenka Acquired Control Of CESC Without Even Informing His Father, RP Goenka.
Bought 52% of CESC for just ₹64 Cr.
Took Over power grids with 56% leakage, invested through capex & unlocked a steady 15.5% regulated ROE.
What followed was remarkable
Scaled PAT 110x times
Revenue 68x times
Today, RPSG's 52% stake in CESC is worth ₹11,600 Cr 🔥
RPSG doesn't get the credit it once did.
But one bold acquisition helped lay the foundation of the ₹75,000 Cr RPSG empire.
Jun 12
RPSG (Sanjiv Goenka) Group Bought a Dying British Music Company in 1985 (Saregama India).
RPSG acquired it from EMI in 1985 when its financials were bleeding.
RPSG quietly held & consolidated its controlling stake (60.8% promoter group).
Stake at the time was valued at ₹22 Cr (around 40% then).
What Changed In 41 Years Since Acquired?
Scaled MCap: ₹55 Cr to ₹8,800 Cr
Scaled Revenue: ₹95 Cr to ₹985 Cr
Scaled PAT: -₹47 Cr to ₹206 Cr
Value of RPSG's 60.8% Stake today is ₹5,472 Cr 1,800x Returns From The Bottom
The RPSG Playbook: Build Patiently, Build Quietly & Compound Relentlessly. 🔥
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Jun 13
SpaceX With $18.7B Revenue & $4.9B Ne Loss Demands $1.8T Valuation.
Nvidia The Biggest With $216B Revenue & $120B Profit Demands $5T Valuation.
SpaceX is valued 4x higher relative to its revenue despite only 9% of Nvidia’s revenue.
Nvidia Builds the future & prints cash; SpaceX just burns cash and sells the sky. 🔥
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Jun 12
RPSG (Sanjiv Goenka) Group Bought a Dying British Music Company in 1985 (Saregama India).
RPSG acquired it from EMI in 1985 when its financials were bleeding.
RPSG quietly held & consolidated its controlling stake (60.8% promoter group).
Stake at the time was valued at ₹22 Cr (around 40% then).
What Changed In 41 Years Since Acquired?
Scaled MCap: ₹55 Cr to ₹8,800 Cr
Scaled Revenue: ₹95 Cr to ₹985 Cr
Scaled PAT: -₹47 Cr to ₹206 Cr
Value of RPSG's 60.8% Stake today is ₹5,472 Cr 1,800x Returns From The Bottom
The RPSG Playbook: Build Patiently, Build Quietly & Compound Relentlessly. 🔥
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Jun 12
Sunil Singhania. 🔥
Before the digital era, he tracked companies by manually filing newspaper balance sheets & corporate announcements.
Portfolio Value Evolution
2015: ₹215 Cr
2020: ₹1020 Cr
2026: ₹2742 Cr
His Top 5 Consolidated Holdings:
Dynamatic Technologies ₹201 Cr
Sarda Energy & Minerals₹193 Cr
Jubilant Pharmova ₹177 Cr
J. Kumar Infraprojects ₹88 Cr
Mastek ₹63 Cr
Gives Huge Preference to Engineering, Industrials, Infrastructure & Manufacturing. 🔥
Jun 11
Sunil Singhania. 🔥
Joined Reliance MF in 2003 When It Had Under ₹100 Cr In Equity Assets.
Grew it to ₹80,000 Cr & 100x in 22 years.
Left In 2018 & Built Abakkus From Scratch
Some Of Abakkus Big Hits
AGI Greenpac: 8.3x
Anup Engineering: 8.3x
HG Infra Engineering: 8.1x
Technocraft Industries: 7.6x
Ion Exchange: 7.2x
Currently Manages ₹40,795 Cr At Abakkus & Personal Portfolio Worth ₹2,100 Cr Across 20 Stocks.
Respect For Such Conviction In Indian Markets. 🔥
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Jun 11
Sunil Singhania. 🔥
Joined Reliance MF in 2003 When It Had Under ₹100 Cr In Equity Assets.
Grew it to ₹80,000 Cr & 100x in 22 years.
Left In 2018 & Built Abakkus From Scratch
Some Of Abakkus Big Hits
AGI Greenpac: 8.3x
Anup Engineering: 8.3x
HG Infra Engineering: 8.1x
Technocraft Industries: 7.6x
Ion Exchange: 7.2x
Currently Manages ₹40,795 Cr At Abakkus & Personal Portfolio Worth ₹2,100 Cr Across 20 Stocks.
Respect For Such Conviction In Indian Markets. 🔥
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Jun 11
Murugappa Group is quietly tightening its grip on Wendt (India). 🔥
Via CUMI, they’ve now secured sole promoter control in Wendt (India)
German JV partner Wendt GmbH fully exited its 37.5% stake via OFS in May 2025.
Deal at discounted floor of ₹6,500/Share (₹487 Cr total offer size).
New structure in place with CUMI as sole promoter (37.5% holding).
What's interesting after the acquisition ?
Debt-free balance sheet
Cleaner ownership structure
Strong push into new products & exports
Focus on customer additions & market expansion
The First Few Quarters under a single-promoter structure could be worth tracking closely.
Jun 7
Murugappa Group is quietly writing the next chapter of its agri-sector masterclass. 🌱🔥
Via Coromandel, they quietly grabbed 53% control in NACL Industries for ₹820 Cr.
At 76.70/Share
Deal Closed On Aug 2025
New board & leadership in place.
First Full Year Under Murugappa (FY26)
Early signs of a turnaround are becoming visible:
: Revenue jumped 30% YoY
: Margins improved significantly
: Returned to profitability with ₹5 Cr profit after 2 years
Who Else Is Watching This Recent Bet?
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Jun 11
Motilal Oswal Midcap Fund
One of the most talked-about & hyped MFs
Now facing a tough phase.
1 Year SIP Returns: -6.76%
3 Year SIP Returns: 4.92%
Fund is now trailing its benchmark as well.
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Jun 11
Patna takes 15.5 years of full annual income to buy a 1,000 sq ft 2BHK house.
Hyderabad takes just 5.9 years of full annual income to buy a 1,000 sq ft 2BHK house.
Average annual income in Patna is roughly ₹4 lakh vs ₹12 lakh in Hyderabad.
Patna takes roughly 3x longer than Hyderabad to buy a house.
Real estate is broken from every angle in India.
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Jun 10
Dec 2024: 41,156
Jan 2025: 39,688
Feb 2025:29,303
Mar 2025: 25,082
Interestingly, the same thing happened last year.
Sentiment was weak, inflows slowed & markets looked shaky.
Then Came a 20% rally from the lows.
Be contrarian, think bullish & stay invested. 🔥
Jun 10
Net inflows fell over 40% in May
Mar: ₹40,450 Cr
Apr: ₹38,440 Cr
May: ₹22,907 Cr
Still the 63rd straight month of positive flows,
but May hit a 12-month low.
Are you continuing to buy, or have you paused purchases at current valuations?
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Jun 10
Net inflows fell over 40% in May
Mar: ₹40,450 Cr
Apr: ₹38,440 Cr
May: ₹22,907 Cr
Still the 63rd straight month of positive flows,
but May hit a 12-month low.
Are you continuing to buy, or have you paused purchases at current valuations?
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Jun 10
Asian Paints Sells 10.7 litres of paint per second.
Berger Paints Sells 3.7 litres of paint per second
Nerolac Paints Sells 2.5 litres of paint per second
Dulux Akzo Paints Sells 1.3 litres of paint per second
Asian Paints still sells nearly 3x the volume of its nearest competitor despite much tailwinds. 🔥
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Jun 10
Shivanand Mankekar 🔥
One Of His Earliest Big Wins.
In 2002, he spotted Big Bazaar’s madness.
Visited stores for 4 days straight (Dadar & Bangalore), saw Indian consumers going crazy.
No balance sheet, no management meet - just pure observation.
Bought 2.2% stake in Pantaloon Retail for 30 Lakhs, Gradually exited between 2006-2007
Cashed Out All By 2008 for ₹60 Cr.
Freaking 200x Returns In 6 Years
Peak holding value reportedly touched ₹190 Cr
Academic compounder for a reason. 🔥
Jun 9
Shivanand Mankekar – Academic Compounder & Cash Flow King 🔥
He have taught both Uday Kotak & Chanda Kochhar one timeless lesson:
Value a business by its cash flows, not just the profits it reports or the assets it owns.
Because in the end, cash is reality & everything else is an opinion.
He Is Having A Portfolio Worth ₹2,984 Cr In Just 3 hyper-convicted bets
Rubicon Research: ₹2,641 Cr (13.54%)
Data Patterns: ₹314 Cr (1.36%)
Arisinfra Solutions: ₹29 Cr (3.11%)
Quiet academic building multi-thousand crore wealth through patience & deep conviction. 🔥
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Jun 10
Equity markets are meant for the big boys & professionals.
Retail investors making serious money is difficult.
After taxes, volatility & risk, returns often end up around 10-12% Not much better than a fixed deposit."
- Shankar Sharma
Do you agree with this statement?
Jun 9
Logic left the chat. By this rule, we should have asked BSNL to lead 5G or expected Ambassador cars to build EVs.
Nostalgia doesn't fund innovation or save valuations.
Missing the bus is missing the bus no matter how well you drove the previous one. 🫡
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Jun 10
Just Look At The Data.
23rd March
Crude: $120
Nifty: 22,800
9th June
Crude: $91
Nifty: 23,200
This Disconnect won't last forever. Connect the dots & stay bullish. 🔥
Jun 10
Crude Down
Crypto Down
US Markets Down
Commodities Down
Asian Markets Are Swinging 7-9% In A Day, All Due To Heavy-Lifted Semiconductor & AI Stocks.
Somewhere India Should Start Seeing Reduced FII Selling & A Halt Or Rally In Markets. 🔥
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Jun 10
Crude Down
Crypto Down
US Markets Down
Commodities Down
Asian Markets Are Swinging 7-9% In A Day, All Due To Heavy-Lifted Semiconductor & AI Stocks.
Somewhere India Should Start Seeing Reduced FII Selling & A Halt Or Rally In Markets. 🔥
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Jun 9
Mathew Cyriac Understands One Thing Really Well, When A Sector Is In A Structural Upcycle, you stay with it.
Take Data Patterns For Example.
Florintree bought 22% in Data Patterns for ₹55 Cr in June'21.
In Less than 3 years later, they exited completely at a value of ₹1,102 Cr, Staggering 20x Returns In 3 Years.
Even after exiting, Cyriac stayed bullish on defence.
He personally invested ₹125 Cr in the same block deal for 1.22%
Today, that stake is worth ₹310 Cr In 2 years, Clean 2.5x in 2 years
The Lesson: Find a strong sector early and keep rotating capital within the ecosystem. 🔥
Jun 3
Mathew Cyriac 🔥
He also owns a stake in IdeaForge
Backed IdeaForge through both personal & Florintree investments
But completely exited his personal holding of 4.03 lakh shares in late 2025.
Through Florintree, he led a ₹160 Cr Series B round in 2022 and today remains a key backer with an 8.29% stake worth ₹297.47 Cr.
Intresting times.
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Jun 9
Logic left the chat. By this rule, we should have asked BSNL to lead 5G or expected Ambassador cars to build EVs.
Nostalgia doesn't fund innovation or save valuations.
Missing the bus is missing the bus no matter how well you drove the previous one. 🫡
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Jun 9
Shivanand Mankekar – Academic Compounder & Cash Flow King 🔥
He have taught both Uday Kotak & Chanda Kochhar one timeless lesson:
Value a business by its cash flows, not just the profits it reports or the assets it owns.
Because in the end, cash is reality & everything else is an opinion.
He Is Having A Portfolio Worth ₹2,984 Cr In Just 3 hyper-convicted bets
Rubicon Research: ₹2,641 Cr (13.54%)
Data Patterns: ₹314 Cr (1.36%)
Arisinfra Solutions: ₹29 Cr (3.11%)
Quiet academic building multi-thousand crore wealth through patience & deep conviction. 🔥
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Jun 9
I Can Confidently say that if you focus on stocks from strong sectors.
> You'll avoid many random mistakes & your investing process will improve significantly.
> Don't trade random stock ideas. Trade with sector strength, that's it.
Jun 9
Strong Sectors & themes
1) Capital Goods
Ems
Cables
Aerospace & Defence
Electrical Miscellaneous
Electrical Power Equipment
Industrial Products Manufacturing
2) Healthcare
Hospitals
Pharmaceuticals
Medical Diversified
Medical Diagnostic
3) Metals & Mining - Iron & Steel, Metal Fabrication & Mining & Minerals
4) Telecommunications - Cellular & Fixed Line
5) Chemicals - Fertilizers, Petrochemicals, Chemicals Plastic & Chemicals Speciality
6) Power - Energy Alternative, Power Generation & Distribution
7) Oil & Consumables - Gas Distribution
🔖 Bookmark & Save, you will end up doing good.
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