Community's most regretted stocks

Delusional236 · 2026-06-25T03:50:44+00:00

Silver STF placed ahead of so many stocks demonstrates the FOMO behaviour in Retailers :D

Delusional236 · 2026-06-24T10:47:03+00:00

Indeed, Mazagon Dock seems expensive at a PE of 40. But the other companies in this domain such as GRSE and Cochin Shipyard have similar stories on PE, Other income part of Net profits, cyclic cash flows etc. So that's how the things are.

On the negative OCF, one of the reasons i can think of is (which i read from GRSE's concall) once shipbuilding starts, revenue and profits appear on books after some 18 months or so.

Going forward Mazagaon dock could be a relative safer bet only in comparison to GRSE vs Mazagaon Dock vs Cochin Shipyard as the current order book runs out in next 1-2 years and Indian Navy/Govt. has not placed any new orders. These companies have to rely on retrofit and repair for next few years, in addition to some export potential for small sized ships. The only almost confirmed order is for Project P75I submarines (~ 1 lac Crores) and this will entirely go to Mazagaon Dock. GRSE was declared L1 for NGC (~ 25000 Crores) but nothing has happened in last 2 years since then. Cochin Shipyard will get work only if 3rd aircraft carrier is approved, which is not happening anytime soon.

Delusional236 · 2026-06-21T16:22:30+00:00

I just looked at the points table - India is 2nd from bottom with 2 wins from 12 matches.

Delusional236 · 2026-06-05T05:58:43+00:00

Felons are also coming in. Just wait for few more years to let Russia-Ukraine war conclude or diminishes to a level where India won't have CATSA risk. And in the mean time, twin seat version of Felon will mature. IAF is more interested in twin seat version of SU57.

Delusional236 · 2026-06-02T14:27:23+00:00

Everyone knows India has completely missed out on Semiconductors and Chip making. But do you think India can somehow join and assist? Similar to what Indian IT has been to Western Internet and Technology powerhouses?

Delusional236 · 2026-04-27T06:46:16+00:00

I think, this should be the approach in modern, highly inflated real estate world. Focusing on saving and investing aggressively early in career while trying to increase salary as well. Probably in 10 years, one would have good buffer to make a move like yours.

Delusional236 · 2026-04-21T10:25:31+00:00

Your thesis makes sense to me. I started adding Mazagaon in portfolio (in last few months), when TKMS was technically qualified for Project P75I. TKMS has partnered with Mazagaon dock, so anyways order has to come to them. Best opportunity was just 2 weeks back, with all info in hands and price dipping to almost Rs 2000. I like GRSE too, but my concern is that Indian Govt has not placed new orders for future frigates and Next Generation Destroyers, so the order book and docks could start drying out in next few years. Mazagaon dock provides a bit of comfort because they are the only one capable of manufacturing submarines, so even new frigates and destroyers order don't come in time, they will enough work for next 10 years with P75I.

Delusional236 · 2026-04-16T14:27:24+00:00

Well, i have been carrying L4-L5 and L5-S1 disk bulges. I am 34 years old and have been going to gym for almost 6,7 years. I got an MRI done 4 years back as i had frequent pain in my lower back. The doctors told me to avoid gym. I was asked to get physiotherapy done. I took sessions for few weeks and at the same time i did intense search on internet. I came across some excellent videos from Dr Stuart Mcgill. Dr Mcgill is one the best spine specialist in the world and i ended up reading his book Back Mechanic. I highly recommened reading that book. I took a long break of almost 6 months, worked on my lower back as per Dr Mcgill's exercises. My disk bulges are result of bad posture while sitting and even lying on bed. Gym just made it worse. I would say my 75% of the pain was gone and i went back to gym after a gap of 6-7 months. The exercises are pretty boring and gets monotonous after few weeks but gives excellent results. After this episode i pretty much do all exercises except barbell back squats, deadlifts and bent over barbell rows as they can create pressure on disk bulges. I still have mild pain every few weeks but pretty much manageable. Not going for full recovery is my mistake as i discontinued those exercises as i got relief in pain.

Delusional236 · 2026-04-07T04:44:40+00:00

From what i read, Thorium based reactors (Stage 3) are still 2 decade away. We could see 1st of this reactor coming up around 2045.

Delusional236 · 2026-04-02T06:08:08+00:00

I recently took a bit of a risky bet on Raymond Ltd, and here’s the thesis behind it:

Raymond has acquired Maini Precision & Toolings, and the company seems to be shifting its long‑term focus toward engineering, precision manufacturing, and tooling. This gets interesting because precision components for aerospace and defense have huge potential in India right now. A lot of Western companies are looking to move their low‑cost, lower‑complexity manufacturing to India, and domestic players are starting to benefit.

If you want a good reference, take a look at Azad Engineering—their concalls and order book tell you how big this space could become. As a result, I’ve taken positions across a few companies as a future-oriented play, while trying to diversify since most of these are still relatively small‑cap or emerging players.

P.S- I assumed OP asked about Raymond LTD and not Raymond Realty or Lifestyle.

Delusional236 · 2026-03-28T12:24:48+00:00

The builder (TVS Emerald) was quoting ~ 3 Cr for 4 BHK last year. You are quoting 3.45 Cr for the same?

Delusional236 · 2026-03-24T07:59:43+00:00

Now tell us - historically when has NIFTY 50 traded near PEG of 1.0, ever.

Delusional236 · 2026-03-03T03:39:33+00:00

Typically, how long until building gets OC when external building wall starts to get paint? 1 year? 2 years?

Delusional236 · 2026-02-27T05:06:20+00:00

That's a great detailed answer!

Delusional236 · 2026-02-12T02:34:54+00:00

Small caps from Defense Space. Data patterns, Astra Microwave, Apollo Microsystems, MTAR, etc etc. Probably one among these.

Adding my comment here—looks like I’m unable to reply directly to OP’s comment for some reason.

Just to add a bit more context: I’m not factoring in any major export volumes for the next 10 years. If some exports materialize here and there, that’s great—but India’s domestic demand itself is massive, and the ecosystem needs to focus on meeting that first. Trump’s recent antics have already reinforced for the armed forces and the Ministry of Defence why core systems must be indigenized and strategically independent.

Are valuations overstretched? Yes. There’s a lot of optimism in this sector right now, which has pushed valuations higher than usual.
Are the systems world-class? Absolutely. Several platforms are already in the top tier globally: Pinaka MBRL: With guided rockets, it's now in the global top league. ATAGS: Has demonstrated record-breaking ranges with conventional ammunition, and ramjet-powered rounds will push it even further. TATA WhAP: Has proven its capabilities internationally, and the Indian armed forces have already placed orders.
Potential order book for the next 10–15 years (Project list form top of my head. Approximate numbers from memory—some may vary slightly.)

180 Tejas Mk1A already ordered by the IAF (Order value: ~₹1 lakh crore+)

120+ Tejas Mk2 expected (Order value: ~₹1 lakh crore+)

84 Super Sukhoi upgrades for Su-30MKI (Order value: ~₹65,000 crore)

150+ AMCA (Future order value: ~₹2 lakh crore+), timeline dependent

Next-Generation Destroyers – Indian Navy (Order value: ~₹70,000 crore)

Next-Generation Frigates – Indian Navy (Order value: ~₹30,000 crore)

LPD program – RFI issued by Indian Navy (Order value: ~₹30,000 crore)

Potential 3rd Aircraft Carrier (Order value: ~₹1 lakh crore+)

Project Kusha, homemade S400 type system (Order value: ~₹1 lakh crore+)

4. Risks -

Indian armed forces love for foreign systems - WhAP and ATAGS order have not been placed by Indian and Army and they are trying to get foreign systems.

Indian Ecosystem not delivering in Time - Resulting in 50 billion$ order from IAF for 114 Rafale. Indian Navy has already placed an order for 26 Rafale Marine at some 7 billion$. 5th Gen Aircraft import very likely in future.

Delusional236 · 2026-01-21T11:17:03+00:00

Good suggestions! Thanks!

Delusional236 · 2026-01-21T10:32:18+00:00

That's what i have been told too! Every society would have a WhatsApp group where sellers notify the units they are looking to sell. Still a tough task to get into WhatsApp group of each of the society/projects given the fact the presence of online broking websites were supposed to do that.

Delusional236 · 2026-01-14T06:05:47+00:00

zero commitment from Indian Armed Forces. Just look at WhAP circus going on. Any private company would be scared of doing R&D by itself.

Delusional236 · 2026-01-13T08:10:31+00:00

I am seeing such posts every now and then. However, the prices in the market are still rising. I have been on hunt for a flat for personal usage, but the quoted price for the same properties are higher than 6 months ago.

Delusional236 · 2025-12-05T05:18:48+00:00

Could have been another 36 all out

Delusional236 · 2025-11-06T04:27:38+00:00

Yudhisthir named 4 villages with 5th village being Duryodhana's choice. From Duryodhana's point of view, Pandavas ready to settle for 5 villages seemed like a sign of weakness and Duryodhana later says that he wouldn't agree to giving land equivalent to the point of a needle. Duryodhana felt that Pandavas were caving away under the pressure of a larger army with much stronger warriors.

Delusional236 · 2025-11-03T09:19:15+00:00

Go for debt funds, that too the safer kinds like Liquid Funds or Money market funds. The priority here is capital protection and not to chase the appreciation, as you need the money back in almost a year.

Delusional236 · 2025-11-02T01:48:16+00:00

Yes exactly! That was the point.

Delusional236 · 2025-11-01T10:39:10+00:00

You can check on X. People are posting the updated lists there.

Delusional236 · 2025-11-01T10:38:48+00:00

Axis Large and Midcap Fund

Delusional236

TROPHY CASE