NAIVEDH SHAH (@naivedhhhh) header
NAIVEDH SHAH (@naivedhhhh) profile picture

NAIVEDH SHAH

@naivedhhhh

Trading & Investments - I buy contractions, triggers, themes and strong moat.

Joined January 2011
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Photo by NAIVEDH SHAH (@naivedhhhh)Photo by NAIVEDH SHAH (@naivedhhhh)Photo by NAIVEDH SHAH (@naivedhhhh)Photo by NAIVEDH SHAH (@naivedhhhh)Photo by NAIVEDH SHAH (@naivedhhhh)Photo by NAIVEDH SHAH (@naivedhhhh)Photo by NAIVEDH SHAH (@naivedhhhh)Photo by NAIVEDH SHAH (@naivedhhhh)Photo by NAIVEDH SHAH (@naivedhhhh)Photo by NAIVEDH SHAH (@naivedhhhh)
I don’t like the tag “Anti-AI Trade”. That makes us sound bleak. We have a lot more to offer to the world
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The art of exiting
Manas Arora (@iManasArora) profile pictureManas Arora
@iManasAroraNov 4
Based on everything you’ve learned so far, what do you think is the holy grail of trading?
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Those who spent the last two years asking "Why India?" are having an awkward October Oct'26 performance Nasdaq: -6% China: -5% Japan: -7% Korea: -16% Taiwan: -9% Gold: -6% Silver: -19% Nifty +2% Festival came a little early this time. Happy diwali to all :)
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Investor sentiment at a 5-year low. Funny how everyone wants to buy the dip, until the dip actually comes. These are the times to deploy money in tranches, adding on every meaningful fall.
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Stock market likes, respects and rewards your willingness to keep learning.
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👀
NAIVEDH SHAH (@naivedhhhh) profile pictureNAIVEDH SHAH
@naivedhhhh26 Jul 2023
Isn’t every sector cyclical from a broader point of view? IT isn’t(yet), everyone calls it evergreen..but does that mean we can see cycles in this sector too?
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How is it going
NAIVEDH SHAH (@naivedhhhh) profile pictureNAIVEDH SHAH
@naivedhhhh21 Nov 2023
AUTO ANCILLARY. Sector for next many quarters.
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Urbanisation of rural households and premiumization of urban households is where maximum money can be made. Example Growing trend of 2wheelers/AC/Laptops in rural households Robotic cleaners/smart locks/hi-tech leds/cameras/EV cars/water purifiers in urban households
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>Spin offs >key management change >aggressively entering new segment within circle of competence >significant acquisitions Factors to look for a new, long & solid uptrend in a stock.
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Twitter is automatically retweeting the posts which I get notified for. Idk if the account is compromised or it’s a glitch/setting.
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Good jobs data >> interest rate hikes may be incoming
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Amalfi, Italy
Image from NAIVEDH SHAH (@naivedhhhh)
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Fiem inds
Capt. Sachin Chaudhary (@suryachaudhary1) profile pictureCapt. Sachin Chaudhary
@suryachaudhary1May 30
See the confidence of HDFC Small cap fund in this stock Complany belongs to Auto anc.
Image from Capt. Sachin Chaudhary (@suryachaudhary1)
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Lalitpur Power Generation Co Ltd, a company of Bajaj Energy
tushar (@tushar9590) profile picturetushar@tushar9590May 20
Do you know there is a Bajaj Group Company that operates in Power Sector. Operates a 2GW Thermal power plant in UP & Now planning to put up 5GW Nuclear Power plant in Maharashtra with an investment of ₹2L crore. Do you know the name?
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So much of pessimism everywhere.. utilise this year smartly.
NAIVEDH SHAH (@naivedhhhh) profile pictureNAIVEDH SHAH
@naivedhhhhMar 17
Time to atleast “start” going little aggressive, maybe in phases.. Buy quality.
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No IT stocks & No Banking stocks in last 5 years Brilliantly strategized Large & Mid cap portfolio.
Care Portfolio Managers | Care PMS (@carepms) profile pictureCare Portfolio Managers | Care PMS
@carepmsMar 20
Care PMS "Large & Midcap Strategy" ranked #2 in the Large & Midcap category based on long-term performance. Having completed 5+ years in 2025, our Large & Midcap Strategy has delivered 23.02% (1Y), 28.17% (3Y) CAGR, and 20.11% (5Y) CAGR maintaining consistency across different market cycles. Short-term returns may fluctuate. What stands out is how the strategy performed over a long period of time relative to its category. For more details : carepms.com/investment-appro… Source: @PmsBazaar
Image from Care Portfolio Managers | Care PMS (@carepms)
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start hunting
NAIVEDH SHAH (@naivedhhhh) profile pictureNAIVEDH SHAH
@naivedhhhh22 Nov 2025
Value will find its seat sooner or later, the narratives should go for a toss.. If the market stays like this for few months more, it will be easier to hunt down the MEN from the boys!
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Time to atleast “start” going little aggressive, maybe in phases.. Buy quality.
NAIVEDH SHAH (@naivedhhhh) profile pictureNAIVEDH SHAH
@naivedhhhh25 Dec 2024
Many companies are giving ambitious guidance to double their top line or grow by 30-40% by 2026-2028. When so many are projecting such aggressive growth for the same timeframe, it feels like a classic peak bull market sign in making (On the other hand, trading is a different game and is to be dealt with different approach)
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All of a sudden, how come so many countries posting about different cancer cures? Right after Russia. What are the odds ?
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Nobody knows why Gold & Silver are ripping, so much! Who’s buying? Who’s selling? Retail will watch it later. Waiting for Netflix to connect the dots "The Big Long" :)
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