๐The Graham Number is a figure used to determine the fair value of a stock.
๐Named after Benjamin Graham, the father of value investing, it provides a quick way to assess whether a stock is undervalued or overvalued based on its earnings and book value.
Jan 14 โข 23 tweets โข 8 min read
Stock A: PE = 50 (everyone calls it expensive)
Stock B: PE = 12 (everyone calls it cheap)
Stock A doubled in 1 year.
Stock B fell 30%.
๐๐ฒ๐ฟ๐ฒ'๐ ๐๐ต๐ฎ๐ ๐ฃ๐ ๐ฅ๐ฎ๐๐ถ๐ผ ๐ฎ๐ฐ๐๐๐ฎ๐น๐น๐ ๐๐ฒ๐น๐น๐ ๐๐ผ๐.
๐๐ฎ๐ ๐ณ ๐ผ๐ณ ๐ฆ๐๐ผ๐ฐ๐ธ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด ๐ฆ๐ฒ๐ฟ๐ถ๐ฒ๐ ๐งต
The Price-to-Earnings (P/E) ratio is one of the most widely used metrics in the financial world. It helps investors evaluate whether a stock is overvalued or undervalued compared to its earnings.
This thread delves into the P/E ratio's definition, types, applications, and how legendary investors use it.
๐๐ฎ๐ ๐ฎ ๐ผ๐ณ ๐ฆ๐๐ผ๐ฐ๐ธ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด ๐ฆ๐ฒ๐ฟ๐ถ๐ฒ๐.
๐๐ฒ๐โ๐ ๐ฏ๐ฟ๐ฒ๐ฎ๐ธ ๐ถ๐ ๐ฑ๐ผ๐๐ป ๐
๐ง๐ต๐ฒ ๐ฃ๐ฟ๐ถ๐ฐ๐ฒ/๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐๐ผ ๐๐ฟ๐ผ๐๐๐ต (๐ฃ๐๐) ๐ฟ๐ฎ๐๐ถ๐ผ is a powerful tool in the arsenal of investors, offering insights into a company's valuation relative to its growth prospects. In this guide, we will delve into every aspect of the PEG ratio, from its definition to its practical application in the Indian stock market.
1.Definition of PEG Ratio
2.Calculation of PEG Ratio with Example
3.Interpretation of PEG Ratio
4.Benefits of PEG Ratio
5.Limitations of PEG Ratio
6.Application of PEG Ratio in detail
7.Real-World Examples and Case Studies
8.Advanced Consideration with Example
9.Investor Approach of Using PEG Ratio: Warren Buffett and Benjamin Graham
10.Consideration of Market Conditions and Importance of Long-Term Perspective
11.Importance of Fundamental Analysis
12.Monitoring Changes Over Time
13.Comparison with Industry Peers
14.Use of Multiple Valuation Metrics
15.Importance of Long-Term Perspective
16.Risk Management Strategies
17.Conclusion
18.Screener
The Indian VIX measures expected volatility in the Indian stock market. It's based on NIFTY Index Option prices and reflects market volatility expectations over the next 30 days.
Dec 29, 2025 โข 24 tweets โข 4 min read
Silver crossed $80/oz for the first time in years, up 112% since August.
This isn't hype. Three major forces converged simultaneously: 1- China's export restrictions 2- Structural supply deficit 3- New industrial demand from EVs
Let me break down what's real and what's speculation ๐งต
1/ First, understand this:
China controls 60-70% of GLOBAL silver supply.
They're not the biggest miner (that's Mexico).
But they're the biggest PROCESSOR and EXPORTER.
Think OPEC, but for silver.
Dec 22, 2025 โข 16 tweets โข 5 min read
๐จBREAKING: Indiaโs new Trade Deal with New Zealand fooled the entire market.
Not because of what it changedโฆ but because of what it didnโt.
โข Tariffs were already tiny.
โข Exporters waited for fireworks.
โข Most people cheered the wrong thing.
The real jackpot?
It sits in a corner, almost nobody is watching.
Letโs break it down ๐งต๐
๐บ๏ธ THE BLUEPRINT
Here is what you will learn in this thread:
โ Why โ95% tariff cutsโ is overhyped
โ Where the real money sits for Indian exporters
โ How services + visas quietly boost exports
โ Why this deal is a slow compounding story, not a one-quarter pop
Bookmark this now ๐
Dec 19, 2025 โข 22 tweets โข 4 min read
๐งต๐จ JAPAN JUST QUIETLY TOUCHED GLOBAL MARKETS
(And 99% of investors still donโt see it)
On Dec 19, 2025, the BOJ raised rates to 0.75% - the highest since 1995.
But the rate hike isnโt the story.
The commentary is.
Read this slowly ๐
1/ For 30 YEARS, Japan ran the worldโs most powerful cheat code.
๐ด Borrow yen at near-zero
๐ Invest anywhere else
๐ฐ Pocket the difference
This single policy injected TRILLIONS into global markets.
That era is ending.
Dec 17, 2025 โข 19 tweets โข 5 min read
INR at 91 is not the headline.
The headline is this:
Asiaโs worst major currency of 2025 was India, with GDP still at 8.2% (FAKE OR REAL?).
How does a โfast-growingโ economy end up here?
Letโs break it down ๐
1. THE BLUEPRINT
Here is what you will learn in this thread:
โ Why INR really broke 90
โ The data retail is not watching
โ How this hits inflation, jobs, markets
โ What 2026โ27 could look like for INR
โ How traders and investors should think ahead
Bookmark this now ๐
Dec 16, 2025 โข 20 tweets โข 5 min read
๐จ $5 TRILLION JUST VANISHED FROM GLOBAL MARKETS,
And 99% of investors have no idea what hit them.
Japan quietly flipped the switch on the world's money printer.
Your portfolio is about to take a hit.
Here's what Wall Street isn't telling you ๐งต๐
(This explains why everything crashed in August... and why it might happen again?)
1/ THE ERA OF FREE MONEY IS OVER
For 30 years, Japan ran the world's cheapest money factory:
- Zero interest rates (sometimes negative)
- Endless QE printing
- A weak yen policy
This fueled EVERYTHING: tech stocks, crypto, real estate, bonds, private equity.
Here is what you will learn in this thread:
โ Why Agentic AI is different from ChatGPT hype
โ Why Indian IT is critical for AI execution
โ Who actually makes money from AI first
Bookmark this now ๐
Dec 5, 2025 โข 18 tweets โข 7 min read
๐จBREAKING: RBI has cut repo rate by 25 bps to 5.25%.
This is the 5th cut in 2025, total 125 bps easing in one year.
Your EMIs, stocks, real estate, banks, autos, FMCG, IT, bonds, rupee โ all get hit in different ways.
If you get this move right, the next 3โ12 months can change your net worth.
Letโs break it down ๐
1/ ๐บ๏ธ THE BLUEPRINT
Here is what you will learn in this thread:
โ Why RBI is cutting despite 8% GDP and rupee near โน90
โ Exact impact on EMIs, home loans, car loans, SMEs with examples
โ Sector-wise view: Banks, NBFCs, Realty, Autos, FMCG, IT, Infra, Gold
โ How past 23 rate cuts since 2005 played out on Nifty
โ A simple 30โ180 day roadmap you can use to think clearly
Bookmark this now ๐
Dec 4, 2025 โข 17 tweets โข 4 min read
Putin lands in Delhi.
US tariffs hit 50%.
Retail thinks India must โpick a side.โ
But this week proved something else.
India didnโt get squeezed.
India created leverage.
Letโs break it down ๐
1. The blueprint
Hereโs what youโll understand in the next 2 minutes:
โ Why Putinโs visit matters in 2025
โ How US pressure boosted Indiaโs position
โ What COMPACT changes behind the scenes
โ What markets are missing
Bookmark this ๐
Dec 3, 2025 โข 19 tweets โข 5 min read
INR at 90 is not the headline.
The headline is this:
Asiaโs worst major currency of 2025 was India, with GDP still at 8.2%.
How does a โfast-growingโ economy end up here?
Letโs break it down ๐
1. THE BLUEPRINT
Here is what you will learn in this thread:
โ Why INR really broke 90
โ The data retail is not watching
โ How this hits inflation, jobs, markets
โ What 2026โ27 could look like for INR
โ How traders and investors should think ahead
Here is what this thread teaches you:
โ Why the 2026 pattern is not a cycle
โ Why the math behind it fails
โ Why liquidity is the real market engine
โ Why the world changed too much for old patterns
โ What a real economist looks at before predicting danger
Elon in the podcast:
โ๐ผ๐๐ข ๐ฉ๐ค ๐ข๐๐ ๐ ๐ข๐ค๐ง๐ ๐ฉ๐๐๐ฃ ๐ฎ๐ค๐ช ๐ฉ๐๐ ๐.โ
This is the formula behind every durable company.
Give insane value โ wealth becomes automatic.
Most founders reverse this.
Oct 14, 2025 โข 21 tweets โข 4 min read
๐งต Tata Motors Just Split into 2 Companies
But what does that actually mean for YOU?
In this thread, youโll learn:
- What just happened
- What shares you now hold
- What to expect in the next 30โ90 days
- What smart investors are doing now
Letโs break it down๐
1๏ธโฃThe Tata Bombshell You Might Have Missed
On October 14, 2025, Tata Motors changed forever.
Without buying or selling a single shareโฆ
You became the shareholder of two different companies.
No one told you clearly?
Let me fix that.
Oct 9, 2025 โข 13 tweets โข 4 min read
๐งต THE SILVER TRAP: WHY THIS RALLY COULD END IN TEARS ๐
Everyone is screaming, โSilver to $100!โ
But what ifโฆ this is not the start of a new bull run, itโs the final euphoric top before gravity takes over?
Letโs break it down๐
1๏ธโฃ Dรฉjร Vu: Silver at $49 - Again.
Silver is trading around $49/oz, the exact same level where two of the biggest bubbles in history ended:
๐1980 โ Hunt Brothers mania (92% crash)
๐2011 โ QE bubble (73% crash)
Both ended in 70โ90% crashes.
Now, in 2025, weโre back at the same price, same pattern, same emotion.
Coincidence? Or setup? ๐
Sep 29, 2025 โข 23 tweets โข 4 min read
๐งต๐ฃ RBI Policy Week: The Hidden Game That Will Make or Break Your Portfolio
Most traders look at charts.
But this week, 1 decision from RBI will change the fate of multiple sectors before the chart even blinks.
Ignore this, and youโll bleed.
Letโs break it down ๐
๐ What you'll learn in this thread:
โ Which sectors fly vs crash after rate decisions
โ Real stats on sector performance post-RBI
โ Insider-style moves by smart money (with examples)
โ The Policy Week Playbook pros never reveal
โ Bonus: Sector watchlist + trading checklist
Sep 24, 2025 โข 25 tweets โข 5 min read
The difference between traders who last 6 months vs. 6 years?
6 habits. Zero emotions.
Most fail because they chase price.
The pros follow discipline systems.
Here's the exact 6-step framework to trade without emotion.
๐งต Letโs break it down:
๐ What Youโll Learn From This Thread:
โ How to stop overtrading
โ How to create rule-based entries & exits
โ How to reset emotions post-loss
โ How to build discipline like a pro fund
โ And a 6-step framework to start using today
Sep 22, 2025 โข 23 tweets โข 5 min read
๐จ BREAKING: One announcement. 1-page. Total mayhem.
Trumpโs new H-1B visa rule just:
โ Imposed a $100,000 fee per hire
โ Blocked entry for thousands
โ Sparked panic flights from India
โ Shook Big Techโs hiring engine
But 90% of people got the facts wrong.
Let me break down the truth with data, real stories, and what happens next ๐
๐ What youโll learn:
โ What actually changed (no fluff)
โ Who will pay the $100K and who wonโt
โ Real stories from engineers
โ Big Techโs secret response
โ What this means for you in 2026 and beyond