Kirubakaran Rajendran Profile picture
Aug 20, 2020 5 tweets 2 min read Read on X
This is an excellent perspective, The Peter Lynch way. Invest in companies that produce commodity or Invest in companies that help them produce commodities. Choose wisely. Here’s an example with Indian context 1/n Image
#TataSteel vs other companies that helps TataSteel to produce goods. Image
Companies that produce medicines or Invest in companies that supply raw material for manufacturing medicines. Image
Invest in #Oil companies or Invest in chemical companies that helps Oil production Image
This is an excellent perspective followed by many large fund houses who picks their stocks based on the above logic. Above info was shared by @soicfinance

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More from @kirubaakaran

Nov 15
Just got back from Mauritius. 5 days. Self-planned. No rushing between tourist spots. Just picked one place and enjoyed the most. If you wondering about Flight, Visa, Currency, Car Rental and all other details, here's the complete breakdown 🧵 Image
FLIGHTS: Chennai → Mauritius via Bangalore ₹75k for 2 people (round trip)
Direct flights:
Delhi/Mumbai: Daily
Bangalore: Tue, Thu, Sat, Sun
Chennai: Only Tuesday
6 hours from Bangalore to Mauritius.
VISA: Not needed for Indians. You just need to fill online travel declaration:
Keep Return tickets and Hotel booking confirmation ready for Immigration checks. That's it.safemauritius.govmu.org
Read 18 tweets
Sep 15
Every time Bitcoin corrected, I claimed the bubble had burst. Every single time, it proved me wrong. Then one day I stepped back from price charts and decided to actually learn everything about crypto trading. This thread will help you take your first trade in Crypto. Image
Just like everyone, I had my doubts.
"At least stocks have underlying businesses. What does crypto have? Blockchain?"
I was too naive to understand blockchain. The entire crypto ecosystem relies on it.
Let me explain it in simple terms that finally made sense to me. Image
Imagine a shared notebook that anyone can see and write in, but once something is written, nobody can erase or change it. All your friends keep identical copies - if one person tries to cheat and change a page, everyone notices and rejects it. Image
Read 31 tweets
Jul 4
What if I told you that Jane Street made ₹36,500 crores from Indian markets in just 2 years, and ₹4,800 crores of that was allegedly through market manipulation? They turned India's stock market into their personal ATM using a strategy so clever. Here's the complete details 🧵
Who is Jane Street?

Founded in 2000, USA
2,600+ employees globally
High-frequency trading wizards
Operates through 4 entities in India (2 foreign, 2 domestic)

They're not investors. They're traders using algorithms that execute faster than you can blink. Image
First, the mind-blowing numbers:

Total profit in 2 years: ₹36,502 crores
Profit from options: ₹43,289 crores
LOSS from stocks/futures: ₹7,496 crores

Wait, they LOST money in stocks? This wasn't incompetence. It was genius-level manipulation.
Read 20 tweets
Jul 2
Rise of Ai could destroy lot of careers in next 5 years, biggest impact will be for Investment Advisors & Research Analyst. I just used @zerodhaonline MCP + Claude AI to analyse my portfolio and suggest what needs to be done. I was amazed by its output. Here's how you can do it Image
First you need to Download and install Node.js from nodejs.org and install Claude Desktop application.
Go to Claude Settings
Click on Developer 
Click Edit Config and add the below config , save and restart Claude Desktop
{
"mcpServers": {
"kite": {
"command": "npx",
"args": ["mcp-remote", "mcp.kite.trade/sse"]
}
}
}Image
First you need to autheticate with your Zerodha credentials. Once done, you can give necessary prompts to analyze your portoflio. Image
Image
Read 8 tweets
May 30
Solo traveled to Vietnam with zero plans, chose just one city — Da Nang — and it turned out to be the most peaceful, soulful vacation I’ve ever had. Vietnam is vast, but you don’t need to race across the country, if you are on time constraint, then opt for Da Nang. Here's why🧵 Image
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While everyone rushes to Hanoi or Ho Chi Minh, Da Nang offers something different - a laid-back vibe where luxury costs less than domestic Indian destinations. You get to see Pristine beaches and beautiful hill station, which is just an hour drive. Image

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Checked into Outpost hostel initially. Totally dead. Bad vibe. Within hours, I moved to another near by hostel Rom Casa — vibrant, buzzing, full of travelers from around the world. Best decision. When you are traveling, don't fall for sunk cost fallacy.
Read 15 tweets
Apr 2
Just got back from a 1-week holiday in Singapore and It’s not just about Universal Studios. Clean roads, disciplined people, top-class public transport, and yes – it’s the most expensive country in Asia. If you're planning Singapore soon – this thread is for you 🧵 Image
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Initially, we were looking at Kashmir for the family vacation. But with school holidays, flight tickets from Chennai shot up to ₹1.5 lakhs.
With Google Flights, looked for cheapest destinations.
Surprisingly found direct round trip flight to Singapore for just ₹40K for 3 people!Image
If you ever book through Indigo, try their WhatsApp booking instead of the app — got better pricing that way. Image
Read 25 tweets

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