I'm 40.

I am financially free.

I owe it all to the world's most boring investing strategy.

Here's what I do (& how you can too): 1) The "boring" strategy?

Technofunda investing with a Core & Satellite system.

While everyone's chasing tips, options, and the next 10x meme stock...

I just buy great businesses at the right time and let them compound.

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India is preparing its BIGGEST-EVER military drone procurement - orders worth $2 BILLION+ set to be placed with domestic manufacturers in 2026.

Import ban = only Indian companies qualify.

Here are 10 stocks sitting right in the crosshairs 🧵👇 ✍️ First, some numbers to put this in perspective:

🔸 India's drone market: $654 Mn (2024) → $1,437 Mn by 2029 — growing at 17% CAGR

🔸 Unit volumes to grow 6x — from ~10,800 to ~61,000 drones

🔸 Delivery window: 18 to 24 months after orders are placed

🔸 Govt has banned drone imports — domestic firms get the full benefit

The runway is long. The orders are real. 🇮🇳

A Mumbai-based portfolio manager who's seen 4 market crashes says:

80% of Indian investors lose money because of a single morning mistake, and almost everyone makes it.

Thread 🧵 1/ He observed this pattern across Harshad Mehta, dot-com, 2008, and COVID.

Investors who look smart on paper:

- Good salary, IT or finance job
- No EMIs, no credit card debt
- Read Morgan Housel, follow finance YouTubers
- SIPs running on autopilot

Yet they still end up with:

- Blown-up portfolios in their 30s–40s
- One bad F&O year that wipes out 5 good ones
- A demat full of Yes Bank, Vodafone Idea, Suzlon… bought "for the long term"

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After 2 years using ChatGPT, I've switched to Claude and I can say it has multiplied my productivity by 10x.

Here are 10 prompts I use daily that have transformed my daily life, business and investing....it could do the same for you:

Bookmark this before you lose it🧵 1⃣ The Morning Triage

"Here's everything on my plate today: [paste list]. My north-star goal this quarter is [goal]. Sort by *compounding impact*, not urgency. Kill anything that doesn't move the needle in 6 months. Give me a 3-hour deep-work block with the top 3."

Run it before coffee. The day stops happening *to* me.

Nifty Pharma just hit all-time highs.

But here's the thing nobody's talking about -

It's not one stock. It's not one theme.

For the first time in a decade, every single layer of the pharma value chain is firing at once.

APIs. CDMOs. Formulations. Innovators. All of them.

Here's what's really happening 🧵 2/ Start with the Q4 FY26 earnings. The numbers are staggering:

→ Zydus: 31.2% EBITDA margin. Highest in company history.
→ Lupin: $1.3B US revenue in FY26, up ~40% YoY. 15 straight quarters of growth.
→ Neuland Labs: Q4 revenue +135% YoY, 40.5% EBITDA margin.
→ Granules: Crossed ₹5,000 cr revenue milestone for the first time ever.
→ Mankind Pharma: ₹14,278 cr revenue, +17% YoY.

Most investors pay 50,000/month for Bloomberg terminals.

Google Gemini does the same analysis for free.

Here are 10 Gemini prompts that turn you into a Wall Street-level stock analyst overnight:

(Pin this 📌 - you'll want it every time you research a stock) 1. Complete Equity Research Report

Tell Gemini to think like a senior equity analyst at a top investment bank.

Pick any stock: [TICKER]

Ask it to cover:
• How the company makes money
• What protects it from competition (the moat)
• Where the industry is heading
• Revenue growth, margins, and debt load

This alone replaces a $200 research report.

You don't need to read 100s Investor Presentations and annual reports

You need to ingest them with NotebookLM, then research with Claude.

Here are 8 powerful prompts that compress 200 hours of investing research into one weekend break.

Save this thread 🧵 Prompt 1: Stop Asking the Wrong Tool the Right Question.

NotebookLM finds. Claude thinks. Most investors never separate the two.

Load your filings, transcripts, and reports into NotebookLM first. Then bring the output here:

I've ingested [X SOURCES] into NotebookLM and pulled the key extracts below: [PASTE]

Here's my situation:

- The company or sector I'm researching: [NAME]
- What I already believe: [YOUR PRIOR]
- The specific question I need answered: [QUESTION]
- When I need to act on this: [TIMELINE]

Now think with me — don't just summarize.

1. The 3 non-obvious insights hiding in these extracts
2. What all these sources are pointing to collectively
3. Where they contradict each other — and which side is more credible
4. What's conspicuously absent from everything I've ingested
5. The one thing that would change my view entirely
6. A 3-sentence briefing I could share with another investor
7. The next source I should pull into NotebookLM

The library is built. Now give me the edge.

Everyone obsesses over the PE ratio.

Legendary Investor Peter Lynch barely used it alone.

He used something better. And after 15 years of my investing experience, I respect that approach even more…👇 A friend called me last week. Said "Vivek, Nifty PE is at 20, should I buy?"

I said look at the PEG ratio first.

He had no idea what I meant. So I explained it in a very simple way..

🚀 India’s ₹4,594 Cr Mega Investment Plan: Which sector to focus next?

Union Cabinet approved ₹4,594 crore for four new semiconductor projects (Odisha, Andhra Pradesh, Punjab) as part of the India Semicon Mission.

This is huge shift like Defence and Railways few years back. Every swipe, every click, every car ride, and even your morning coffee machine… all powered by one silent hero!!!

Yes, you guessed it right — Semiconductors. 🖥️🔋

Let’s dive into the backbone of our modern world and the next big theme to watch…..

Still holding that stock… just hoping it bounces back?

Here’s the brutal truth:

Holding on too long can cost you more than you think.

A thread on why knowing when to EXIT is an investor’s true superpower 🧵 Everyone teaches you what to buy and when to buy.

But the real question that often gets ignored is:

When should I sell?

The answer can be the difference between average and great returns.

Let's solve this problem...first understand this...

I’ve spent countless hours studying Warren Buffett’s timeless principles — and reframing them through the lens of TechnoFunda Investing.

Here are 15 high-conviction lessons that align with our framework — blending business quality, technical price structure, and earnings momentum.

Retweet to help others learn from the best! 01. When fear grips the market, opportunities arise. Most people panic and sell, but that’s when the best investors buy — especially if the technical setup and fundamentals align.

02. The earlier you start, the bigger the rewards — especially when the company itself is compounding earnings with high ROCE and reinvestment.

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Have you ever seen a stock rally for weeks after posting strong earnings and wondered why?

It’s not just luck—there’s a powerful market anomaly at play:

Post-Earnings-Announcement Drift (PEAD)

Let’s dig deeper into it! First, let's understand what PEAD is

PEAD is the tendency of a stock’s price to keep moving in the same direction as its earnings surprise for weeks or even months after the earnings.

The market reacts slowly to new information, creating opportunities for investors.

New year resolution 💡⚡🚀

Books can transform our life in 2025 and beyond…

I’m sharing 12 powerful books on compounding and investing that can shift your game to a whole new level…

A thread….

Let's go... 1. How to make money in stocks

The CAN SLIM Framework: Systematic method focusing on:
· Current earnings growth
· Annual earnings growth
. New product/service/management
· Supply and demand
· Leader or laggard
. Institutional sponsorship
· Market direction

And then next is...

💡💡
There are only 5% of businesses which are worth "BUY and HOLD"

How to know which one?

An excellent framework has been given by Warren Buffett on this in his shareholder's letter..

Unlocking The Secrets of Great, Good, and Gruesome Businesses by Warren Buffett

A thread… Warren Buffett, in his 2007 letter to shareholders, categorizes businesses into three archetypes:

Great, Good, and Gruesome.

Each represents a different spectrum of investment opportunities, from highly desirable to ones best avoided.

Ever wondered how to turn the stock market into your playground?

Meet William J. O'Neil – the maestro of investing! 🚀

Let's dive into his game-changing strategies and unveil the secrets to conquering the market.

Here you go...below are the secrets William J. O'Neil was an American entrepreneur, author, and investor who is best known for his work in the field of stock market analysis and investment. He founded Investor's Business Daily,

One of the biggest mistake investors make is choosing business with weak balance sheet....

But now no more....

Welcome to the world of Balance Sheet

Let's learn all about different components of Balance Sheet....

Ready for the ride? Let’s get started!...

(1/n) Have you ever wondered how money works its way into a business?

Let's explore the simple yet interesting journey of cash and numbers.

It's like peeking into the financial diary of a company

Let's first understand different components..

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Sad to know that one of the greatest investing legend has passed away....

He was 99...

As a tribute to this legend I have compiled thread of 99 powerful lessons...

These lessons will help us become best version of ourselves...

here we go...

1. BE A LEARNING MACHINE

(1/n) 2. "The big money is not in the buying or selling, but in the waiting."

This gives us importance of riding winners and staying with compounding machines for long term and not selling them prematurely.

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🚀 10 Powerful Secrets of Millionaire Investors 🚀

Nobody will tell you this....but it will transform your life....

Don't miss the last one....

A thread... Let's go....

(1/n) 1. Invest - Increase Income

Millionaires prioritize growing their income streams

They don't settle for just saving money; they actively seek ways to expand their earnings,

whether through entrepreneurship, investments, or side projects

Key is to keep exploring new sources

When we talk about investing, some of the common questions come to our mind like what to buy? What to avoid?

What are the important parameters to look at while researching any company?

These 5 videos will help you to kickstart your investing process step by step

Here you go.. 1. How to do the stock analysis? | A step by step process using the screener tool

Learn how to effectively use screener from the very beginning, this will help you understand the financial strength of any business with a ready-made template.



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10 common money mistakes that will cost you your financial freedom....

Don't miss the 7th one...

A thread....Let's go

#investing #mistakes #technofunda #YouCanCompound 1. Procrastinating to INVEST

Compounding is the 8th wonder of the world...and the exponential factor in it's equation is TIME

The more time you give yourself to compound your investment, the better it is

Even if you are in 20s or 30s...START NOW...Don't wait

Do you know what is concall and how to get best out of company concall?

If you are ready to learn more and become better investor then this thread is for you🧵

Concalls or Conference calls are calls that Company’s management does with its investors generally every quarter
(1/n) Companies generally put out Corporate Announcements stating that they are conducting concall & investors can join it on that particular date & time

Tools like @Tijori1 finance gives this information in organized way

Explore more here: technofunda.co/tijori

What next?

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