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@deepakshenoy Indo mm, why?

@deepakshenoy Agree about fascinating IPOs per allotment hi nahi milta :D

@deepakshenoy @grok kindly name these companies

@deepakshenoy Too much rush towards new ipos its crazy to see so much liquity in dhoot tran, behari lal eng, ship rocket, milky mist, indo mim, ipo has pulled down market liquity 😃

@deepakshenoy Absolutely. If not for the IPOs, many of us would have never known such companies exist in India. For example, how many of us knew that IndoMIM is actually the global leader in its segment!

@deepakshenoy In coming decade lot of such Deeptech IPOs would come to market.

@deepakshenoy Tempson Instrument Indo MIM Sedemac Mechatronics

@deepakshenoy Its Tempsens india..

@deepakshenoy When ice age is ending,how come ecu maker makes sense in the long run?

@deepakshenoy Were u guys the anchor investors ?

@deepakshenoy Indo MIM

@deepakshenoy August 2024: Indo-MIM founder Dr. Krishna Chivukula donated ~228 crores ( ~USD $27 millions) in company shares to IIT Madras, marking the largest single donation in the institute's history. This one generous act speaks volumes about the management’s integrity and generosity. 🙏 x.com/Psuedosecular/status/209…

@deepakshenoy Sir but have these been bought in capital mind MF? Nav is not moving

@deepakshenoy Indian Manufacturing is rising , the theme for the decade 🚀🚀🚀 @Tush_Ag

@deepakshenoy I hope you have taken some positions on my behalf ;)

@deepakshenoy Ok

@deepakshenoy Precision temparature is real moat in Indian space ...espk on nuclear front ..

@deepakshenoy IPO from particular theme at same time indicates temporary top 👍🏻 good buying opportunities in after 2-3 years.

@deepakshenoy Hope the fund managers pick good companies at the right valuation.

@deepakshenoy Sensors for fab/equipment monitoring Precision metal parts for packaging and tooling Advanced control electronics All vital components for a semiconductor supply chain, now localised instead of depending on foreign suppliers.

@deepakshenoy The IPO pipeline is quietly the most honest map of what India builds now

@deepakshenoy Dude.. pls focus on ur Flexicap fund.. rather than spending time on X.. The fund has been disappointing vs peers. Now don't compare urself to a lousy JM Flexi fund & say we r doing well 🤣🤣

@deepakshenoy The recent manufacturing IPOs are a reminder that India’s industrial backbone is getting more specialised. Precision sensors, MIM, sensorless motor controllers these aren’t “mass market” stories, they’re capability stories. And capability is what compounds over decades.