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Advait Arora Profile picture
@WealthEnrich
Oct 1, 2021 • 10 tweets • 4 min read • Read on X
Scrolly
'Am I overthinking this' ~ @TheRialMichelle

💫What an awesome quick picture #book with relatable quips. It’s about searching for answers for things that don’t change !

Perfect for a coffee table!
Sharing my favorite learnings!
Grab your ☕️or🍵 for an easy read...
🧵...(1/10) Image
→ Its never too late to Start !! Image
→ "In great attempts, it is glorious even to fail” Image
→ Be it good times or bad, it finally passes !! Image
→ By failing to prepare, you are preparing to fail ! Image
→Its always a tug-of-war between two worlds:
'A world of freedom versus a world of stability' Image
→ Wine is always OK ! Remember the golden words: “Either give me more wine or leave me alone" Image
→Let us be grateful to the people & things that make us happy !
Always remember: "Be thankful for what you have; you'll end up having more" 💯 Image
→ Could have, would have & should have : “modals of lost opportunities.” ! Image
→ "What goes best with (or after) a cup of coffee?.... Another cup" Image

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More from @WealthEnrich

Advait Arora Profile picture
Dec 5
The EMS darling stock #Kaynes has lsot over 40% in eight weeks for some valid reasons.
Q2 results were solid but the market is reading between the lines mainly about disclosure errors & stretched WC !
If you hold KAYNES, understand the real picture before reacting !
🧵👇..... Image
Disclosures gaps:
• Related party transactions not shown in standalone accounts
• Deferred payables of ₹32 cr for Iskraemeco not disclosed
• Receivables of ₹19 cr & payables of ₹32 crore with subsidiaries missing
Mgm admitted this oversight issue & have “corrected” them.
But there is Core EMS slowdown
• EMS growth H1FY26: 5%
• Iskraemeco smart meters grew 10x YoY, H2 share rising
• Co PAT FY25: ₹500 cr, but large share came from meter biz
• EMS peers run 250–275 day WC cycles, Kaynes trades at 21–22x TTM EBITDA
Uneven growth is the worry.
Read 6 tweets
Advait Arora Profile picture
Nov 6
📊 #Groww IPO opens Nov 4–7 at ₹95–₹100 per share.
Issue size ₹6,632 Cr including ₹1,060 Cr fresh issue and ₹5,572 Cr OFS. Post-issue market cap around ₹49,000 Cr.
Finally India’s largest retail investing platform goes public, let’s explore what makes it special 🧵👇... Image
📊 Groww is India’s biggest direct-to-customer investment platform with over 6 cr users & 1.7 cr investors on NSE as of Jun'25.
It offers stocks, mutual funds, derivatives, bonds & IPOs, along with margin trading & personal loans, handling over ₹39,000 Cr in FY25 revenue.
📊 Groww platform covers 98% of India’s pin codes with over 6 crore users.
Nearly 45% are under 30 &another 21% are aged 31–35. ~3.3 million users are women & 81% come from outside the top 5 cities. 5.7 million customers are using multiple products & 83% acquired organically
Read 8 tweets
Advait Arora Profile picture
Sep 17
🌍 Indian investors' portfolios are mostly India only, with no Tesla, no Nvidia, no Amazon, no Google or LVMH.
A 10–15% allocation to overseas funds gives access to global giants & megatrends worth trillions. Check these 7 international funds, study them & take your call 🧵👇.. Image
⭐ Invesco Global Consumer Trends Fund

• 1Y return 70% , 3Y CAGR 25%
• Bets on $30T+ global consumer market , leaders like Amazon , Netflix , Lululemon , Sea Ltd
• Captures wallet shifts to ecommerce , premium lifestyle & digital payments
⭐ Edelweiss Greater China Equity Offshore Fund

• 1Y return 53% , 3Y CAGR 12%
• China $18T economy , leads in EVs , 5G , fintech
• Invests in Alibaba , Tencent , BYD , CATL
• High policy risk , but China is 30% of global manufacturing
Read 9 tweets
Advait Arora Profile picture
Aug 31
🇮🇳 Power sector will need ₹3 trillion investment in next 5 yrs ⚡
Target: from 200 GW of clean energy today → 500 GW by 2030.
Massive capex across transformers, cables, switchgear, insulators & towers.
Here's 60+ power stocks that could benefit big.
👇 Mega Thread 🧵... Image
India’s energy demand to rise ~6% CAGR this decade.
Needs ₹20–25 tn capex by 2030, with power equipment industry already a $70 bn+ market growing 10%+ annually.
This theme is surely 🇮🇳 backbone to progress & its too vital & too big for to ignore!
Investors : Let's get specific
1. Transformers & Power Components:
CG Power, Bharat Bijlee, BHEL, TRIL, Voltamp, Shilchar, Indo Tech, Siemens, HPL Electric, Kirloskar Electric, Pitti Engineering, TD Power, Ram Ratna Wires Quality Power Equipments, Igarashi Motors India !
#StocksToWatch
(Continued..)
Read 8 tweets
Advait Arora Profile picture
Aug 23
By 2030, estimates of E-commerce trade is India is that it could cross $350 bn+, making 🇮🇳 the 3rd largest e-com market after US & China.
🚀 10 E-Commerce/New-Age fast growing 🇮🇳 Companies Worth Tracking ! 🧵👇..... Image
1️⃣ Delhivery Ltd
• Q1FY26 revenue ~₹2,100 Cr, up double digits YoY
• Express parcel volumes growing >20% YoY
• Network optimisation cut costs, EBITDA margin improving
• Market leader in logistics with 25%+ share
• Focus on high-margin PTL & B2B express
2️⃣ Medplus Health Services
• Revenue up 23% YoY, PAT up 35% in Q1
• 4,000+ stores, targeting 7,000 in 3 years
• Same-store sales still compounding at double digits
• Expanding diagnostics & private label for margins
• Deep reach in Tier 2/3 cities powering scale
Read 12 tweets
Advait Arora Profile picture
Aug 8
EVs, missiles, mobile chips, even wind turbines, all need 1 thing: Rare Earth Elements.
🇨🇳 China produces & processes most of it but 🇮🇳 India is finally fighting back !
Leading the charge is a ₹13,000 Cr capex by GMDC.
Lets dive into this underrated strategic Firm !
🧵👇...
Why REEs matter now:
• April 2025: China restricted REE exports
• Impacted Indian firms: Uno Minda, Bosch, Sona Comstar
• India holds 6.9% of global REE reserves
• GMDC is the front-runner in India's REE self-reliance push
Govt support + capex visibility = tailwind for GMDC.
India’s rare earth moment 🇮🇳
• India aims to reduce China dependency
• GMDC’s lab (GSRC) working on REE extraction tech
• Potential to meet 15% of India’s Nd-Pr needs
• Used in EVs, wind turbines, & missiles
GMDC is prepared to become India’s REE R&D hub.
Read 9 tweets

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