Abhijit Chokshi | Investors का दोस्त Profile picture
Investor | Educator | abhijit@stockifi.in | Telegram: https://t.co/EdH7wmBtQ1 | WhatsApp: https://t.co/5j2y8tdrFK | Track Record: https://t.co/PVwxYlynb3
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Aug 22 10 tweets 2 min read
Setting up a factory in Kerala during the 90s was industrial suicide.

Most factories were shut down by union strikes.

But one Parachute oil factory ran 30 years without a single disruption.

The secret? A genius HR idea copied from your school’s sports day.

Here’s how it worked:

Bookmark and retweet this thread to revisit it laterImage In the 1990s, Marico was preparing for war.

The Indian FMCG market was cutthroat.
Parachute coconut oil was their golden child.
But transporting copra from Kerala to Mumbai was bleeding the company dry.

Every kilo of copra travelled 1,400 km.
Aug 19 12 tweets 3 min read
India and China are evolving as friends?

From fertiliser deals to rare earths and tunnel boring machines, a silent alliance is being built.

Reminder:

> China controls 87% of rare-earth exports globally
> India is the world’s 2nd largest fertilizer consumer
> Infra spending in India will hit ₹11.1 lakh crore this year

If this friendship strengthens, it could shift global trade and reshape the Indian stock market forever.

Here’s how it could play out, and why it might be the most under-reported story of this decade:

Bookmark and retweet this thread to revisit it laterImage China offered India:

Tunnel boring machines for massive infra projects
Rare-earth elements that power EVs, satellites and iPhones
Fertilizers for agricultural lifeline

An Asia-led trade ecosystem that doesn’t depend on the West.

And that’s exactly what the U.S. doesn’t want.
Aug 18 15 tweets 3 min read
India has 5x more two-wheelers than cars.
The US has 33x more cars than two-wheelers.

But behind these numbers lies the story of class, economy, aspiration and the future of India’s mobility.

Let’s break it down.
Bookmark and retweet this thread to revisit it later Image In India
There are 23 crore two-wheelers on the road
Now compare that to cars: only 4 crore in total.

That means for every car in India, there are nearly 6 two-wheelers.

Meanwhile, in the US
29 crore cars, only 86 lakh two-wheelers.
For every two-wheeler, there are 33 cars.
Aug 17 12 tweets 3 min read
From controlling Indus water to making jet engines, from GST 2.0 to 1 crore jobs, PM Modi made these key announcements that could rewrite India’s future.

It is a master plan for India’s water, jobs, defence, economy & global power.

Here’s the decoded thread
Bookmark and retweet this thread to revisit it laterImage India controls just 16% of the Indus water despite being the upper riparian.

Pakistan gets the rest, thanks to a 1960 treaty.

PM Modi just announced: India’s share will now be used only for Indian farmers.
Aug 16 10 tweets 3 min read
India just made history by rejecting The Hague’s Permanent Court of Arbitration verdict on the Indus Waters Treaty.

For the first time since 1960, New Delhi has openly refused to comply with an international ruling on river sharing with Pakistan.

And this isn’t just a water story—it’s a geopolitical earthquake.

Bookmark and retweet this thread to revisit it laterImage In 1960, India and Pakistan signed the Indus Waters Treaty, brokered by the World Bank.
It split the rivers:
Eastern rivers (Ravi, Beas, Sutlej) → India

Western rivers (Indus, Jhelum, Chenab) → Pakistan

The catch?
India could use the western rivers for non-consumptive purposes but couldn’t block or divert their flow.

For decades, it was hailed as “the most successful water treaty in history.”
Until now.
Aug 13 7 tweets 2 min read
Meet the man with 27,500 daughters.
They don’t call him CEO.
They call him Appa.

KP Ramaswamy, founder of KPR Mills in Coimbatore, runs a ₹34,000+ crore textile empire.

But his real legacy isn’t measured in profits.
It’s measured in graduation certificates.

It all began with a single sentence from a young mill worker:
“Appa, I want to study.”

Bookmark and retweet this thread to revisit it laterImage Most owners would smile, nod, and get back to business.

Ramaswamy built classrooms inside his factory.

Here’s what he created:

4-hour evening classes after 8-hour shifts
Full-time teachers, yoga sessions, even a principal
Completely free. No conditions.
Aug 5 11 tweets 3 min read
How a small shop owner from Gujarat beat PepsiCo's Lay's in its own game, and built a ₹5,000 crore chips empire without a single ad

This is the raw, untold story of Balaji Wafers

No investors.
No MBAs.
No Silicon Valley buzzwords.

Bookmark and retweet this thread to revisit it later

Let’s begin.Image In the 1970s, Rajkot’s Prabhat Talkies was known for two things:

● B-grade movies
● Homemade wafers served in the canteen

That canteen was run by three brothers Chandubhai, Bhikhubhai, and Kanubhai Virani.

Sons of a farmer.
No business background.

Just one talent: they could fry wafers better than anyone in the city.
Jul 22 13 tweets 3 min read
In 2004, the government made just ₹900 Cr from the stock markets.

In 2025, it made ₹78,000 Cr.

This money came regardless of whether you made profit or loss.

That's a 15.7% CAGR for 21 years guaranteed, tax-free, and recession-proof.

How the Government Became the Smartest “Investor” in the Stock Market Without Taking Any Risk

Bookmark and retweet this thread to revisit it later.

Here’s the most profitable story no one's talking about: In 2004:
• Securities Transaction Tax (STT): ₹823 Cr
• Stamp Duty: ₹80 Cr
• Capital Gains: Negligible
Total: ₹900 Cr

In 2025:
• STT: ₹50,000 Cr
• Stamp Duty: ₹8,000 Cr
• Capital Gains: ₹20,000 Cr
Total: ₹78,000 Cr

That’s 8,566% growth in annual revenue.
And ₹213 Cr per day just from the stock market.
Jul 15 16 tweets 3 min read
Adani is spending ₹62,000 Cr + to buy bankrupt companies.

No, that’s not a mistake.
Every acquisition (from cement to power to ports) has one thing in common: the company was nearly dead.

But why is Adani buying broken businesses?

This is the ruthless, strategic empire play that no one is talking about.

Let’s break it down:Image In the last 24 months, Adani Group has bought over 15 struggling companies.

On the surface, these were distressed, bankrupt or NCLT-bound assets—liabilities that most wouldn’t touch.

But Adani wasn’t scared.

He was strategically hunting value in places others ran from.

Why?
Jul 14 10 tweets 2 min read
Adani is spending ₹12,000 Cr to buy Jaiprakash Associates.

This isn’t just another acquisition.

It’s the signal that Adani’s back in expansion mode after the Hindenburg hit.

Here’s what’s really happening and why it matters:

Bookmark and retweet this thread to revisit it laterImage In Jan 2023, Adani Group lost over ₹10 lakh crore in market cap.

The Hindenburg report halted its aggressive M&A spree.

Deals froze.
Capital dried up.
No big-ticket buys since.

This ₹12,000 Cr deal changes that.

Who’s being acquired?
Jaiprakash Associates.
Jul 11 13 tweets 3 min read
Bharti Airtel and Ericsson just dropped a silent bomb on India’s digital future.

But what sounds like a tech upgrade… might just be a preview of India’s next business battleground.

A thread on what no one is telling you about Airtel’s new 5G move

Bookmark and retweet this thread to revisit it later.Image India has 850 million internet users.

Yet 44% of rural India still suffers from poor broadband.

In Tier 2 and Tier 3 towns, people wait minutes to load a 30-second video.

That’s the real battlefield Airtel is entering — and this time, they’re not using fiber.

They’re using airwaves.
Jul 10 12 tweets 3 min read
The cement industry in India is worth over ₹10 lakh crores.

But did you know that just 5 states in South India dominate the entire market?

Let’s break down the regional power structure of India’s cement empire:

A thread that’ll change how you see bags of cement forever:

Bookmark and retweet this thread to revisit it laterImage In a country where every metro, flyover, and skyscraper is booming…

South India quietly controls 32% of the nation’s cement production capacity.

Yes, Tamil Nadu, Andhra Pradesh, Karnataka, Telangana, and Kerala together are the biggest cement bosses of India.

But the story doesn’t end there.
Jul 9 14 tweets 3 min read
Nestlé wanted to sell coffee to Japan.

They spent millions on ads.
Hired the best marketers.
Perfected the product.

But no one bought it.

Until one French psychologist cracked the code.

And changed a nation’s taste forever.

Here’s how Nestlé manipulated memory to sell 500,000 tons of coffee a year

Bookmark and retweet this thread to revisit it laterImage Let’s rewind.

Post World War II, Nestlé had a clear goal:

Create a coffee culture in Japan.

The product was flawless.
Well-packaged.
Great taste.

But sales were dismal.

Why?

Because coffee wasn’t a drink. It was a stranger.
Jul 4 14 tweets 4 min read
How India 🇮🇳 is going to witness the Mother of all Bull Markets by 2035?

According to McKinsey, these 10 sectors are about to explode.

Some by 6 to 10x in the next decade

This is not just growth.
This is history being written

Bookmark and retweet this thread to revisit it laterImage Over the next few years

India will add up to $5 trillion to its economy

That’s like building another India inside the current one

But this time it’s not just IT and outsourcing

This time we’re building chips, rockets, energy and AI

These 10 sectors are about to define India’s next decade
Jul 3 10 tweets 2 min read
India has 1.3+ Crore kirana stores.

For years, they ruled the FMCG universe.
Then came quick commerce.

Brands shifted focus, margins squeezed, and kiranas got ignored.

Now? The giants are crawling back.

Here’s why ITC, Nestle, Coca-Cola, and Parle are tapping kiranas again:

Let’s rewind.

Bookmark and retweet this thread to revisit it laterImage General trade (aka kiranas) makes up over 90% of India’s FMCG sales.

But last year, brands hit pause:

They cut stock levels to kiranas

Pushed offers on Blinkit, Zepto, Instamart

Offered deep discounts online, but not offline

Result?
Jul 1 14 tweets 3 min read
75% of Indian middle-class families are just one hospital bill away from poverty.

Every 3 out of 4 Indians do not have life insurance policies.

Most Indians buy health insurance but don’t know what they’re entitled to.

Not because they’re careless.
Because no one tells them.

However, IRDAI has issued 11 key rights that every policyholder is entitled to.

Check how many you know (and the hidden exceptions):

A detailed thread 🧵👇Image 1. Right to Lifelong Renewability

Your insurer cannot deny you renewal just because you're older, have made claims, or developed a new illness.

Exception: Only if you commit fraud or hide information on purpose, they can refuse.
Jun 30 10 tweets 2 min read
In 1983, a man invested ₹50,000 to solve a mosquito problem to protect his daughter.

In 2025, that bet turned into a ₹10,000 Crore empire.

This is the wild story of how Good Knight became India’s top mosquito repellent.

Bookmark and retweet this thread to revisit it later Image In the early ’80s, electrical engineer R. Mohan was struggling to find a safe mosquito repellent for his daughter.

He discovered a Japanese mat called “Vape” and was struck by its potential sparking the vision to build something homegrown.
Jun 29 10 tweets 2 min read
In 2024, Swiggy delivered 8.3 crore biryanis.
That’s more than 2 biryanis sold every second.

But why hasn't India produced a global food giant like McDonald’s?

Because thali can't travel.

But biryani can.

This isn’t just food. It’s a $10 billion opportunity.

Here’s how biryani cracked the logistics code—and how it could go global:Image Indian food ranks in the top 3 most searched cuisines globally.

But when you order daal makhani and naan, it arrives cold a lot of times

Why? Indian food is multi-component.

You need:

Naan to stay soft
Daal to stay hot

One spill —and the whole experience is ruined.
Jun 28 17 tweets 4 min read
You scroll more in a day than your ancestors walked in a week.

Every 24 hours, the average person scrolls the equivalent of four Mount Everests.

That's over 23,000 feet of content… every single day.

This is not just killing your attention span.

It’s rewriting the future of humanity.

Bookmark and retweet this thread to revisit it laterImage The mega-thread on Doomscrolling.

And why the algorithm is your new God.

In 2006, the average human attention span was 12 seconds.

By 2023, it dropped to just 7.4 seconds—shorter than a goldfish.

What caused it?

Not just short-form content.
Jun 27 14 tweets 3 min read
He didn’t own a phone.
Never drove a car.
Lived on no sugar for 50 years.

While others chased stock tips, he spent days reading balance sheets and the Bhagavad Gita.

They called him the Warren Buffett of India.

This is the untold story of Chandrakant Sampat - India’s original value investor.

Bookmark and retweet this thread to revisit it laterImage In 1955, at the age of 26, Chandrakant Sampat left his family's business and entered the Bombay Stock Exchange.

No CFA. No MBA. Just a chequebook and a pen.

Back then, that was all you needed to start investing in India.

His inspiration? Peter Drucker.
Jun 25 10 tweets 2 min read
The biggest scam in Indian stock market history didn’t involve fraudsters outside the system.

It was engineered from within.

Here’s how the ₹50,000 Cr NSE co-location scam unravelled and why NSE just offered ₹1,388 Cr to quietly settle it.

Bookmark and retweet this thread to revisit it laterImage What is the NSE co-location scam?

In 2009, the NSE launched a co-location facility, allowing brokers to place their servers within NSE’s data centre.

This gave them microsecond access to live market data. Legal on paper.

But what followed was pure market manipulation.