ValueEquity ✓
@EquityValueIn · earth · joined 13 Aug 2024
differentiated insights for value investing Business Enquiries : equityvaluein@gmail.com
22 016Followers
76Following
10 837Posts total
472.5KViews on collected posts
Последние посты
Ищем новые посты…
Ramkrishna forgings , our thesis getting lot of traction , already seeing early margin of safety built in price as well as new folks discover the thesis !
Pattern spotting early is what helps, so that now as it is already getting popular on X , we are already having margin of
3.4K views · 26 likes
· 0 reposts · 0 replies
Open on X →
The Health and Wealth Paradox, written by @ankushd14 , very kind of him to give me a signed copy when we met in Mumbai this week ..
Looking forward to learning a lot from it , and will share my learning’s not only on wealth but also health , we have a lot to learn from Ankush !
2.6K views · 23 likes
· 1 reposts · 1 replies
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Neuland Labs notes from recent plant visit by @ekta_batra , sharing my notes :
1) Journey for peptides started when we were trying to build partnerships with innovators, back then peptides were not that well known
2) 7000L capacity in module 1 , clinical pipeline of 8-9 in
6.6K views · 75 likes
· 13 reposts · 1 replies
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Some pain visible from here along expected lines , but we have managed to create divergence against market by being in the right themes
Power of right themes creates large divergence in these times , lesser you fall and more you gain in the tough times , the bigger you win in
4.3K views · 38 likes
· 1 reposts · 1 replies
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Interesting , as I’d said before as well interest rate hike is a big event if it happens, as equation for US equities get tough , but trump is trying very hard not to let this happen
But the theme to play again is sticky inflation , chemicals , home improvement channels
8.9K views · 39 likes
· 2 reposts · 1 replies
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Businesses I was reading this week and found interesting across sectors , market sense note
( 02/08/26)
1) Solara Active Pharma: A lot has happened in this business over the past few years, they have seen tough times, made few tactical mistakes, understood how a brand also in a
65K views · 126 likes
· 15 reposts · 10 replies
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Wipro Ltd Concall Summary for Q4FY26
Revenue & Financials
- IT services revenue: $2.65 bn in Q4
- Operating margin: 17.3% (-30 bps QoQ); FY26 margin: 17.2%
- Operating cash flow: 112.6% of net income
- Total payout ratio (3-year FY26 block): 88% vs 70% policy
Q1FY27 Guidance
-
5.7K views · 6 likes
· 1 reposts · 0 replies
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@EquityValueIn Hey, I have written about position sizing recently. Would be great to know your views on the same!
https://t.co/0wXhZsuc0y
295 views · 3 likes
· 0 reposts · 1 replies
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Position sizing of stocks (within your equity allocation) is poorly understood by most investors. Under-betting can lead to opportunity costs and over-betting can be disastrous for your portfolio. You need to look out for opportunities where the odds are in your favor. #kelly
523 views · 3 likes
· 0 reposts · 1 replies
Open on X →
@EquityValueIn Do you have a pms/aif solution?
76 views · 2 likes
· 0 reposts · 0 replies
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@EquityValueIn Completely agree, position sizing is critical. Building a meaningful position in undervalued stocks is a real struggle when the market isn’t validating it. That constant tug-of-war between patience and doubt often defines the test of an investor
420 views · 4 likes
· 0 reposts · 1 replies
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My take on position sizing , very less spoken about when it comes to process building
Understanding this opens up lot more non linearity of gains
169.9K views · 186 likes
· 17 reposts · 10 replies
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My take on position sizing , hope some of you may find it useful https://t.co/A7GBOxyBri
203.9K views · 89 likes
· 20 reposts · 2 replies
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На фоне аккаунтов своего размера
6 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.
Медианные просмотры5 458этот аккаунт924медиана для 10K–100K
Охват, %24.79%этот аккаунт3.62%медиана для 10K–100K
Вовлечённость, %0.84%этот аккаунт1.52%медиана для 10K–100K
| Показатель | Этот аккаунт | Медиана для 10K–100K | Отношение |
|---|---|---|---|
| Медианные просмотры на пост | 5 458 | 924 | 5.91× |
| Охват (просмотры ÷ подписчики) | 24.79% | 3.62% | 6.85× |
| Вовлечённость | 0.84% | 1.52% | 0.55× |
Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
169.9K3 Aug
42016 Sep
763 Jan
5234 Jan
295
5.7K18 Apr
42725 May
39229 May
65K2 Aug
8.9K15 Sep
4.3K24 Sep
6.6K
2.6K
3.4K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.13%3 Aug
1.19%16 Sep
2.63%3 Jan
0.96%4 Jan
1.36%
0.14%18 Apr
0.00%25 May
0.51%29 May
0.24%2 Aug
0.48%15 Sep
0.92%24 Sep
1.35%
0.97%
0.76%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes52.1%621 in total
Reposts5.9%70 in total
Replies2.5%30 in total
Quotes0.8%10 in total
Bookmarks38.7%461 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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