I analyze select stocks and discuss it through its entire life cycle. No buy / sell recommendation ... that is individual prerogative. Am also an avid trekker.

Pune
Joined June 2015
I asked AI how the cash flows for anthropic should look for next 10 years to give a 10% IRR for a 1.5 trillion USD valuation. Look what chatgpt is giving an answer. So my thesis is either those investing trillions cannot use AI or they know but they are making monkeys of us.
Anthropic IPO will be the peak of the US markets for a long long time.
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Replying to @malpani
Dr. Malpani there was a time when Congress was the paramount power. It dismissed non congress governments at will.. Was burning down the SC, Parliament..... the right solution then?
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Genz has no clue what it was when Congress was the paramount power. And these guys now talk about democracy.馃ぃ馃ぃ馃ぃ
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Meanwhile @France24_en 馃ぃ馃ぃ馃ぃ馃ぃ
馃毃BREAKING: The historic Limoges town hall has just completely collapsed after far-left rioters set it on fire It was built in 1876. It survived World Wars. It did not survive modern France.
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The bull market will not start till all lose hope. This is the Capitulation phase. Once retail is cleaned then the sharks will take it up vertically from bottom. You will see a deluge of "bad news" till we hit the despair phase.Thats why we need to live thru a complete cycle
Dear old investors, Post some portfolio screenshots here. New investors are losing hope.
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Magnificient views of the landscapes of the valleys below from kenjalgad...... Ooops sorry.......its just the clouds 馃槂馃槂
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More important than order size is what they are doing. Techera is not just a precision tooling co but now into complex subassemblies and components of indias premier fighter jet.
ChatGPT is too good. Techeras trial order seems to from Delta Air lines, Atlanta.
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Frog innovations for me croak croak.
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ChatGPT is too good. Techeras trial order seems to from Delta Air lines, Atlanta.
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Can Frog Innovations Ltd. be the next Prizor Viztech Ltd? Time will tell.
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GRCL got into a niche sector now. A sector which is the future.
Gayatri Rubber and chemicals ltd. Top class management, Growth with internal accruals, promoter buying nearing 75% now, providing components to railways, smart meters, operating leverage with expanding margins, niche product. Only issue is illiquidity just 225 shareholders.
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Rappid valve is at a beautiful intersection of Oil drilling, Navy and Ship building industries.
Rappid valves, Maharashtra defence fund is exiting (cash out as they are venture fund). Last week they sold 2 lakh plus share to Aegis investment fund. i think 50000 to 80000 more is pending possibly. After they are out a big overhang on thi share will go off.
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United Drilling tools ltd. has one a small trial order from Baker Hughes, Baker Hughes is a behemoth (28 billion usd turnover) in the oil drilling sector. If this works.....
My picks for this sector: 1. Indirect beneficiary: Alpha geo 2. Core portfolio stock : United Drilling tools Ltd.
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