Mentioned 7/25/2026
The creator strongly advocates for investing in Indian markets (Nifty 50) due to strong corporate earnings and outperformance over the long term compared to the S&P 500.
Analysis from 7/26/2026
Creator Profile
YouTube | Stock
525,000 followers
Visit creator profileReturn Since March 15, 2026
Recent Posts
July 26, 2026
This video explains the historical rise and fall of the Calcutta Stock Exchange (CSE), which was once a major financial hub in India. It details how the CSE, established in 1908, thrived due to Kolkata's industrial importance but eventually declined with the advent of the technology-driven National Stock Exchange (NSE) in 1994. The lack of liquidity and failure to modernize led to the cessation of regular equity trading by 2013. A recent proposal by the West Bengal government to revive the CSE by June 2026 is discussed, highlighting the significant challenges involved, such as regulatory approvals, technological infrastructure, and attracting brokers and investors.
July 25, 2026
The creator discusses investing in US stocks versus Indian stocks. While US markets offer global exposure and innovation, the creator warns about concentration risk in the top tech companies within the S&P 500, whose price growth has outpaced earnings. Indian corporate earnings are currently strong, and the creator suggests a core portfolio should be in Indian markets, with US exposure taken cautiously.
July 13, 2026
Avenue Supermarts (DMart) shares fell over 2% following its Q1 FY27 results, which showed muted performance. While revenue grew, same-store sales growth slowed significantly, particularly in metro cities, due to increased competition from quick commerce players. Despite improvements in gross margins from general merchandise and apparel, higher employee and operating costs, along with increased interest expenses from borrowings for store expansion and losses in subsidiaries, put pressure on EBITDA and net profit margins. The company added only three new stores this quarter and approved issuing NCDs worth 1000 crore for future expansion. DMart is focusing on metro cities, closing operations in other areas to concentrate on profitable markets. Key challenges include slowing growth in metro cities, competition, and rising costs, with investors watching the company's ability to escalate growth and maintain profitability.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 7/25/2026
The creator strongly advocates for investing in Indian markets (Nifty 50) due to strong corporate earnings and outperformance over the long term compared to the S&P 500.
Analysis from 7/26/2026
1
Locked
Locked
Premium unlocks creator performance analytics, benchmark comparisons, and the historical signal table.
Premium analytics unlocks the trade outcome breakdown so you can see which calls were the biggest upside and downside contributors.
Premium unlocks the creator's full ticker timeline, including bullish, bearish, and research-only events with dates.
Sector concentration is part of the premium creator profile.