⚡️The Next Sectoral Rotation

⚡️2025 Was the Year of Metals; 2026 Could Be the Year of Commercial Vehicles

A Detailed Thread🧵👇 1⃣India’s commercial vehicle (CV) sector is slowly coming out of a weak phase and is now moving towards a fresh growth cycle. Especially in Medium & Heavy Commercial Vehicles (MHCVs), the signs of a new uptrend are clearly visible. Industry growth, which remained muted in the past few years, is now expected to accelerate to 8% in FY26 and 10% in FY27, compared with earlier expectations of 4–5%.

✨Hindustan Zinc Ltd V/s Hindustan Copper Ltd

✨ Comparison of Two Leading Mining & Metals Companies

A Detailed Comparison......🧵👇 ✍️About the company:
🔷Hindustan Zinc Ltd:
🔸Hindustan Zinc is the world’s 2nd largest integrated zinc producer and the 3rd largest silver producer globally, with an annual silver capacity of 800 MT. It commands 75% market share in India’s zinc market and has integrated zinc-lead mines and smelting complexes across Rajasthan.

⚡️8 Metal Stocks Still Below Their 52-Week Highs

⚡️Will They Be the First to Move Next?

A Thread...🧵👇 ✍️Sarda Energy & Minerals Ltd:
Sarda Energy & Minerals Limited is the flagship company of Sarda Group and is engaged in the production of steel, ferro alloys, and power.

🔸M Cap: ₹18,435 Cr.
🔸P/E: 17.3
🔸Down from 52w high: 18.2%

✨ All About ETFs: A Detailed Guide to ETF Categories and ETF Funds

A Detailed Thread… 🧵👇 ✍️ETFs are exchange-traded funds that track an index or sector, offering diversified exposure, real-time trading, low costs, and high transparency, combining the benefits of mutual funds and stocks.

🏗️Sector in Momentum: Mining

🏗️Ace Investor Mukul Mahavir Agrawal holds a 1.11% stake in one of the companies.

To know the name, click on the thread🧵👇 1⃣India’s mining and metals sector has entered a decisive structural upcycle, driven by infrastructure-led demand, policy reforms, critical mineral security, and sustained capital investment. As the backbone of steel, power, cement, aluminium, and clean-energy supply chains, the mining industry is no longer a cyclical tailwind; it is emerging as a long-duration strategic asset for India’s economic ambitions.

🌟Ace Investors’ IPO Picks

🌟IPOs from the Last 6 Months Where India’s Smartest Investors Held a Stake

A Thread....🧵👇 🌟Mr. Mukul Agrawal:
🔹Zelio E-Mobility Ltd: 2.00%
🔹Vikran Engineering Ltd: 1.16%
🔹Laxmi India Finance Ltd: 3.83%
🔹Monolithisch India Ltd: 3.00%
🔹Connplex Cinemas Ltd: 2.96% (Sanshi Fund - I)

🌟When smart money overlaps, pay attention

🌟Companies Where Multiple Ace Investors Bet on the Same Company

A Thread......🧵👇 ✍️ Vasa Denticity Ltd:
Vasa Denticity is a Dental Products e-commerce company with 20,000+ SKUs, 30 owned Brands, and 300+ Domestic and international Brand tie-ups. It specializes in Orthodontics, Endodontics, Oral Surgery, diagnosis, treatment, and aesthetics.

🏦Parag Parikh Flexi Cap Fund Vs Helios Flexi Cap Fund

A detailed comparison of two Flexi Cap funds — their philosophy, performance, and sectoral preferences....... 🧵👇 1⃣About the Funds
🔶Parag Parikh Flexi Cap Fund
🔹Launched in 2013, PPFAS follows a value-driven, long-term approach with limited global exposure. It invests in quality businesses with steady earnings and strong governance, maintaining a large-cap bias.

💰High Dividend Paying Companies

💰Build a Passive Income with Dividends

A thread of 15 high dividend stocks and the filteration crieteria used 🧵👇 ✍️The Filter Used:

🔸Market Capitalization more than 5000 Cr
🔸Dividend yield more than 2
🔸Average 5 year dividend more than 0
🔸Dividend last year more than Average 5years dividend

🌟 Ace investor Mukul Mahavir Agrawal holds a 7.56% stake in this medical device and LED display manufacturer.

A Detailed Thread......🧵👇 ✍️About the Company:
🔹 The company manufactures LED display systems and hearing aids. Expanding its portfolio, the company has also entered the mobile phone segment under the Philips brand.

✨Warren Buffett's Investing Strategy (long-term business growth, high ROE, low debt, consistent earnings)

✨8 Companies that Satisfy Buffett’s Investing Criteria

[A Thread.....]🧵👇 ✨Key Investing Principles of Warren Buffett
🔹"Never lose money" is Buffett's core rule, prioritizing capital preservation over quick profits. He avoids investments without confidence in long-term prospects, minimizing losses while maximizing returns. He often reinforces this with, "Rule number 2 is never forget rule number 1."

💡How to use AI tools for Investing & Smarter Research

From ChatGPT to Gemini, how investors use AI to research companies, summarise concalls & review portfolios.

Some Useful Prompts in the Thread......🧵👇 1⃣Artificial Intelligence (AI) has become an indispensable companion for today’s investors. From summarising management concalls to identifying breakout charts or tracking real-time market sentiment, macroeconomic indicators, SEBI filings, AI tools now perform tasks that once took hours in just minutes.

🏦 Bandhan Small Cap delivered 31% CAGR over 3 years

🏦Inside Bandhan Small Cap’s bold strategy that’s driving consistent alpha

💰Top Stocks Added by Bandhan Small Cap Fund in Recent Months

A Thread.....🧵👇 1⃣Launched on 25 February 2020 as IDFC Small Cap Fund, the scheme became part of Bandhan Mutual Fund after the Bandhan-led consortium acquired IDFC Asset Management Company. The rebrand took effect in March 2023.

✈️DAC approves defence procurement proposals worth ₹ 79,000 crore to boost armed forces’ capabilities

✈️The Order Book status of 19 companies in the Aerospace & Defence sector

Which company has the highest orderbook to revenue ratio?

A Thread......🧵👇 🔶Hindustan Aeronautics Ltd.:
🔹Market Cap: ₹3,23,406 Cr
🔹Order Book: ₹ 1,89,300 Cr
🔹3 years Sales Growth: 8%
🔹3 years Profit Growth: 18%

🤝India–US Trade Deal: Key Sectors in Focus

Lower tariffs. Bigger opportunities. Here’s how India’s top sectors could benefit from the new US–India trade deal.

[A thread..]🧵 🔹The United States and India are close to finalizing a major trade agreement that may cut tariffs on key Indian exports from around 50% to 15–16%, marking a significant boost for Indian industry and export competitiveness.

🔹The agreement aims to boost Indian exports, while addressing long-standing tariff disputes.

🪔Diwali Picks By Top Brokerage Houses 🪔

🪔50+ Diwali Picks

[A Thread.....]🧵👇 🪔JM Financial

✨Reliance Industries: 28% Upside
✨Power Grid: 17% Upside
✨Bajaj Finance: 19% Upside
✨ICICI Lombard: 17% Upside
✨Jindal Steel: 19% Upside
✨National Aluminium: 17% Upside
✨Gravita India: 21% Upside
✨Macrotech Developers: 23% Upside
✨Olectra Greentech: 27% Upside
✨Ashoka Buildcon: 15% Upside

💰Debt Reduction

💰18 Companies that have consistently reduced their debt over the last 5 years.

[A thread…]🧵👇 ✍️Colgate-Palmolive (India) Ltd:
🔹M Cap: ₹62,236 Cr
🔹Debt : ₹60.84 Cr
🔹Debt Preceding Year: ₹71.75 Cr
🔹Debt 3 Years Back: ₹83.05 Cr
🔹Debt 5 Years Back: ₹101.50 Cr

💰Smart Money Moves!

💰17 Companies where FIIs & DIIs raised their stakes in the recent quarter

[A thread..]🧵👇 ✍️Bajaj Finserv Ltd
🔹Change in FIIs Holding ⬆️0.87%
🔹FIIs Holding 8.40%
🔹Change in DIIs Holding ⬆️1.10%
🔹DIIs Holding 10.09%

🛢️ Russia Gives Cheap Oil. The U.S. Gives Pressure. What Should India Choose?

🛢️India imports 36% oil from Russia, but if India reduces Russian oil due to global pressure, what happens to:

✅ Our FX reserves?
✅ Import bill & inflation?
✅ Rupee stability?
✅ U.S. vs Russia pricing power?

Let’s break it down in detail… 👇 India is the world’s 3rd largest oil consumer and 2nd largest importer of crude. Because domestic production covers only 15% of its needs, India is heavily dependent on global suppliers.

🪔Diwali Picks By Top Brokerage Houses🪔

[A Thread...]🧵👇 🪔HDFC Securities

✨Bank of India: 26% upside
✨JK Lakshmi: 15% upside
✨Jyothy Labs: 14% upside
✨L&T Finance: 30% upside
✨National Aluminium: 24% upside

⚡️LG Electronics India vs Voltas

⚡️A parallel view of two market leaders powering India’s home appliances & cooling ecosystem

Detailed Comparison🧵👇 ✍️About the company
🔶LG Electronics India Pvt. Ltd., a key player in India’s home appliances & consumer electronics market (excluding mobile), has built its leadership on strong global parentage, technological innovation, and trusted brand equity. Backed by Interbrand Top 100 (2024) “LG,” the company continues to set industry benchmarks.