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📈 Market Kya Lagta Hai
Nifty 50 🔼 +0.33%
Midcap 150 🔼+1.35%
Smallcap 250 🔼 +0.47%
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Sectors in Focus
Major Corporate Developments This Week
- Emcure Pharma: Company announced the receipt of the Establishment Inspection Report (EIR) from the USFDA for its API manufacturing facility in Kurkumbh.
- JB Chemicals: Company has received US FDA approval for its ANDA for Bisoprolol Tablets USP, 5 mg and 10 mg.
- Dynamatic Technologies: Company inaugurated the Rear Fuselage Assembly Line for the D328eco® turboprop aircraft in Bangalore, in partnership with Deutsche Aircraft.
- Zydus Life: Arm Zydus Medtech & Brazil’s Braile Biomedica signs global licensing pact to commercialize TAVI technology across Europe, India, and other select markets
- Divi's Laboratories: Company has signed a long-term manufacturing & supply agreement with a global pharma company
- Cipla: Company has announced that the USFDA inspection at its Medispray facility in Kundaim, Goa, has been classified as Voluntary Action Indicated (VAI).
- NIIT: Company acquires 70% Stake In iamneo - A Scalable AI Powered Deep Skilling SaaS Platform.
- Adani Ports: Company to acquire Abbot Point Port Holdings Pte, Singapore from Carmichael Rail & Port Singapore Holdings Pte.
- IndiGo: Company’s international capacity projected to rise to 40% this year: CEO Pieter Elbers.
- ABB: Company to decide on a 100% spin off its robotics division as a separately listed company at its Annual General Meeting 2026
- Coal India: Arm SECL enters into ₹7,040 crore pact with TMC Mineral Resources
- PSP Projects: Company secures Rs 107.1 Cr order for civil structure and finishes work for BIFC-2 Building
- Exide Industries: Company announced an investment of Rs 299.99 Cr in its wholly-owned subsidiary, Exide Energy Solutions Limited.
- Coal India: Company expands into Power Generation with establishment of 2 x 800 MW Ultra Supercritical Power Plants in Jharkhand
- JSW Energy: Company to commission two wind blade plants in 2025, aims to reduce imports.
- HealthCare Global Enterprises: Company announced the inauguration of the expanded HCG Aastha Cancer Centre in Ahmedabad, Gujarat
- Gujarat Alkalies: Company announced the dispatch of its first consignment of Benzyl Chloride from its new 30,000 TPA Chlorotoluene Plant at Dahej.
- Steel Stocks: India imposes 12% temporary tariff on some steel imports for 200 days from April 21st - Govt notification
- H.G. Infra Engineering: Company has been declared a qualified bidder by Gujarat Urja Vikas Nigam Ltd for a battery energy storage project.
- DCAL: Company’s subsidiary has received Drug Manufacturing License from the National Medical Product Administration (NMPA) for its Shanghai, China.
TechnoFunda Investing Quote from Legends -
Warren Buffett’s quote, "Time is the friend of the wonderful business, the enemy of the mediocre," highlights the power of compounding and business quality over the long term. A wonderful business — one with strong fundamentals, competitive advantages, and consistent growth — becomes even more valuable as time passes, rewarding patient investors with expanding profits and wealth. On the other hand, a mediocre business struggles to grow or maintain its position, and over time, its weaknesses get exposed, often leading to stagnation or decline. In investing, time magnifies the gap between good and bad businesses.
📚 Book I'm Reading This Week
Just Keep Buying by Nick Maggiulli is a practical, data-driven guide to building wealth through consistent investing and smart money decisions. Drawing from real-world analysis and personal finance research, Maggiulli challenges common myths around saving, investing, and timing the market, offering readers simple, actionable strategies to grow their wealth over time. With a focus on making steady progress rather than chasing perfection, the book emphasizes the power of continuous action — encouraging readers to prioritize consistent investment habits above all else to achieve long-term financial success.
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TechnoFunda 101 - Power Capsules
Learn technical as well as fundamental concept in a simple way
The Hidden Cost of Holding On – Why Knowing When to Exit is a Superpower in Investing
In investing, we often focus heavily on what to buy and when to buy.
But rarely do we spend enough time asking:
👉 "When should I let go?"
Holding onto a poor investment comes at a much higher cost than just the unrealized loss.
It silently eats away at your capital, your future returns, and your mental bandwidth.
Let’s understand why letting go — even when it's hard — is one of the most powerful decisions you can make as an investor.
🔎 The True Costs of Holding On Too Long
🔹 Opportunity Cost:
Money stuck in a stagnating or declining stock could have been invested in better opportunities.
Every day you hold a poor performer, you lose the chance to ride a stronger trend somewhere else.
🔹 Time Cost:
Compounding needs time.
The longer your capital is tied up in a non-performing asset, the more you delay the wealth-creation journey.
🔹 Mental Cost:
Dead stocks drain emotional energy.
Constantly worrying about “when it will recover” prevents you from thinking objectively and acting decisively elsewhere.
🔹 Anchoring Bias:
Holding onto a loser often comes from the mental trap of wanting to "get back to your buy price," instead of reassessing whether the business still deserves your trust and capital.
🔹 Lost Compounding Potential:
Imagine keeping ₹1 lakh stuck in a stock that returns 0% over 5 years, while another opportunity compounded at 15%.
The cost isn’t zero. It’s a loss of over ₹1 lakh in missed gains.
🛑 Common Reasons We Hold Onto Bad Investments
- “It’s just a paper loss. I haven’t really lost anything yet.”
- “It’s bound to recover someday.”
- “Selling now would mean admitting I was wrong.”
- “What if it bounces back after I sell?”
These emotions are real — but acting on them can be financially devastating.
📈 A Smarter Way to Think About It
✅ Always ask yourself:
“If I had cash instead of this stock today, would I buy it again?”
If the answer is no, it’s a strong signal that you should exit.
✅ Remember:
Selling a bad stock is not a failure.
It’s an active choice to protect and grow your future wealth.
✅ Good investors are not attached to their past decisions.
They focus on what will make them wealthier tomorrow, not on recovering yesterday’s mistakes.
💬 Key Takeaway
Investing isn't just about riding winners — it’s equally about cutting losers quickly.
Capital preservation and emotional discipline are the bedrock of long-term success.
“You don’t have to recover your losses from the same place you lost them.”
Letting go is not a weakness.
It’s the strength of thinking forward, not backward.
🎙️ My Weekly Podcast For You
Keep Compounding...
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Vivek Mashrani, CFA
Founder, TechnoFunda Investing
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