@MrTalkStock

Founder: Magnus Hathaway Investments || Chartered Accountant || Insights on Stock Market, Economics. Premium Advisory 🎓Magnus Hathaway (SEBI RA: INH000024170)

Bengaluru South, India
Joined July 2022
Finally we have a timeline! 2047 it is 🚀
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As expected lower circuits for ESDS Software has begun because of excess supply + lacklustre results Will carefully watch for this one to slide down to a good price 👀 How many more LCs before you consider?
ESDS Software is one recently listed stock I’m watching VERY closely 👀 It’s a genuine Cloud + Data Centre business, with the market also pricing in a much bigger AI/GPU opportunity — but that story is yet to meaningfully show up in the P&L 🔷IPO Price: ₹429 🔶Listed (4th Sep): ₹757 🔷Made a high: ₹1,859 🔶CMP: ₹1,434 📈That’s still 3.3X its IPO price in just ONE MONTH! But things are getting interesting now Its maiden quarterly results were relatively lacklustre — revenue grew just 7% YoY, while PAT grew ~14% There’s also some interesting negative commentary around the company, including from @tijori1 — I’d urge everyone to read the bear case and form their own opinion 🚨And now comes another potential trigger: 25.17 lakh Anchor Investor shares: ~15% of the entire IPO — have just become eligible for sale on Monday 5th Oct Another 25.17 lakh shares remain locked and become eligible for sale around 1st December So after 👉Weak results 👉Negative commentary 👉Fresh supply from Anchor Investors I wouldn’t be surprised to see lower circuits continue for a few more sessions But the BUSINESS interests me I think the stock can do well if picked up at the right price Are you interested in adding ESDS to your portfolio after another 2 – 3 lower circuits?
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How pathetic is it that in Koramangala, the start up hub of Bangalore, there are electricity cuts almost on a daily basis ? Just going through an “2 hour long” power cut as I vent my frustration here 🥵
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🔥Back where it belongs - making fresh all time highs 🦁Grrrrrrrr
Look who’s back after a week long sabbatical Grrrr🦁
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Ladli Behna Americano
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ESDS Software is one recently listed stock I’m watching VERY closely 👀 It’s a genuine Cloud + Data Centre business, with the market also pricing in a much bigger AI/GPU opportunity — but that story is yet to meaningfully show up in the P&L 🔷IPO Price: ₹429 🔶Listed (4th Sep): ₹757 🔷Made a high: ₹1,859 🔶CMP: ₹1,434 📈That’s still 3.3X its IPO price in just ONE MONTH! But things are getting interesting now Its maiden quarterly results were relatively lacklustre — revenue grew just 7% YoY, while PAT grew ~14% There’s also some interesting negative commentary around the company, including from @tijori1 — I’d urge everyone to read the bear case and form their own opinion 🚨And now comes another potential trigger: 25.17 lakh Anchor Investor shares: ~15% of the entire IPO — have just become eligible for sale on Monday 5th Oct Another 25.17 lakh shares remain locked and become eligible for sale around 1st December So after 👉Weak results 👉Negative commentary 👉Fresh supply from Anchor Investors I wouldn’t be surprised to see lower circuits continue for a few more sessions But the BUSINESS interests me I think the stock can do well if picked up at the right price Are you interested in adding ESDS to your portfolio after another 2 – 3 lower circuits?
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Good economic policies have ensured that Vietnam has been the biggest beneficiary of the China+1 Trade
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This is serious Double whammy for France Widescale Protests + Japan Bond Market Shock The French Govt. was celebrating when protests rocked Iran few months ago. Looks like regime change will finally happen in the land of the great revolution🇫🇷
🚨 Japan Just Broke The French Bond Market One Tokyo fund (Sumitomo Mitsui DS) didn’t trim exposure. It dumped every French government bond it held and rotated into German Bunds and short-term Japanese paper. Not a reduction. Full exit. Something that even shocked the Financial Street. The France-Germany 10-year spread blew past 140 basis points, the widest gap since the euro crisis. France's 5-year CDS has spiked up to 81 basis points, the highest since 2013. The higher the number, the greater the risk of national bankruptcy. French domestic holders are now facing a deeper mark-to-market loss and a less liquid exit to sell into the same one-way market. Japanese investors still sit on roughly ¥25 trillion of French debt, second only to American holders and this was a single manager’s book. Carry trades that funded higher-yielding global debt market with cheap yen just got a live demo of how fast the unwind can hit. When the bid from Japan disappears, the largest European sovereign market has to find new buyers at the same time its own government is arguing over a deficit plan that markets already distrust. If more Japanese money follows the same exit, the same flow that once compressed euro spreads can reprice them in the other direction. We now understand what @yutokanzakireal meant by saying “Japan is bringing the entire house down” in response to Scott Bessent’s “I am the house now” statement: Ending cheap-yen funding is forcing a margin call on the leveraged global debt system built on the carry trade and not just the U.S. leverage. France just got the first real look at what Japan’s wealth returning to the homeland looks like.
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This is the same guy who promised millions of dollars to President Nicholas Maduro’s personal bodyguards for his whereabouts in order to kidnap him Then stiffed them He’s a New York street hustler
If Republicans win the House of Representatives and the Senate in the 2026 Midterm Elections, I’m going to give all adult citizens in the United States of America, $5,000! Thank you for your attention to this matter, and I look forward to signing those checks!
Readers added context they thought people might want to know
This repeats a promise Trump made in September 2026. The US has approximately 250 million adult citizens so the total cost would be over 1.25 trillion dollars. Congress must approve any such federal spending. nytimes.com/2026/09/10/us/… pbs.org/newshour/polit…
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And then we wonder why FIIs don’t want any part in the supposed Indian growth story
TEAM BHARAT will not allow any reservation in the private sector! Period
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I bet @jaredkushner has secretly invested here as well. It will be revealed later on
THE TRUMP ADMINISTRATION'S UKRAINE TALKS WITH RUSSIA HAVE EXPANDED TO INCLUDE A MULTIBILLION-DOLLAR DEAL FOR LUKOIL'S INTERNATIONAL ASSETS, WITH PUTIN HAVING RAISED THE DEAL WITH STEVE WITKOFF AND JARED KUSHNER DURING A SEPT. 5 KREMLIN MEETING AND PRESENTING IT AS A WAY TO REBUILD U.S.-RUSSIA BUSINESS TIES. - NYT
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Yes, condition of tax payers in India is deplorable. These are the same 3% - 4% paying all the taxes including Income Tax, Capital Gains, GST etc. But they are not the vote bank unfortunately. So who cares about them ? Also, FIIs are leaving India because SK Hynix, TSMC, and Samsung constitute much more weightage in the Emerging Market Index than entire Nifty 50 during this AI Infra Buildout stage So they are somewhat forced to sell India and buy those stocks to align with EM Index Bad time to be an investor in Nifty 50 Index stocks. Although there’s plenty of action for a bottoms up stock picker in the Small and Mid Cap space - where I am hunting currently
FIIs are in a hurry. Weak rupee. Better yields. And, on top of that, such lovely and friendly tax policies! The government knows exactly where the easy money is. Why worry about the 3–4% of the population that actually pays income tax? More than 60% of this tiny group doesn’t even vote. And even if they do, their votes are unlikely to make much difference to any political party. Vilfredo Pareto might finally have to reconsider his famous 80–20 rule. India has its own version: 97–3. 3% do the donkey’s work, generate the taxable income, pay the taxes, and the system figures out how to distribute it among the other 97%. No wonder FIIs are in a hurry. They don't want to be part of this 3% donkeys!
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ZUCK IS A CUCK He is helping the Modi Govt. censor criticism and free speech on Instagram and Facebook! Hear me out Meta is collapsing reach, even banning accounts of Indian creators expressing unfavourable views or criticising bad policies of the BJP Govt. We’re all aware Indian mainstream media has already been compromised — concentrated in the hands of cronies close to the Govt, where questions are rarely asked on prime-time news And now Mark Zuckerberg is allowing political pressure to determine what Indians are allowed to see on social media as well @X is the only platform left to express my frustration at this absolute surrender of Meta’s algorithm @elonmusk recently announced a feature on X that informs users when their posts have been shown to fewer people because the platform is complying with Govt. required content filtering. It even identifies which country made a legal demand That’s TRANSPARENCY Compare that with Mark Zuckerberg who has been cuckolded by the Indian Govt. into surrendering to their demands without question – pathetic! My own Instagram reach collapsed after I started questioning the Govt's economic and foreign policies. My account has not grown from little over 2,00,000 followers since a year But the worst part is being shadow banned on a platform you’ve worked years to establish credibility and reach on – my posts barely reach few thousand followers these days, instead of the tens of thousands, and even lakhs, it used to And I'm NOT alone 👉June and Lochan (a big Instagram account) recently spoke publicly about her account being shadow-banned after raising issues about the Govt. Many other prominent Instagram accounts have faced a similar fate There have also been broader reports of Indian creators seeing political/protest content marked “sensitive” and unexplained collapses in reach And this question becomes even more serious TODAY, with major protests unfolding in Delhi and Mumbai over alleged electoral irregularities At precisely the moment Indians are using social media to document protests and question those in power, how much political content is Meta’s algorithm quietly suppressing? My suspicions were validated when the entire country witnessed what happened in July 2026 Facebook accidentally restricted a video by PM Modi for a few minutes - an incident Meta blamed on an automated filtering error MeitY summoned Meta’s global leadership and read them the riot act Attached below is a clip of Meta’s top executives walking out after a 45-minute meeting, looking less like global tech executives, and more like school children chastised by the Principal Meta subsequently apologised and announced safeguards for prominent accounts. They also agreed to further tighten their grip on content related to protests and criticism of the BJP Here’s how I can confirm this….. For more than 2 years I’ve been in contact with someone working inside Meta I will protect his identity He told me Meta has been instructed to use the full extent of their AI systems to detect criticism of the Indian Govt. across all its surfaces including Reels, Stories, Carousels, Statics, Live, Broadcast, even DMs! Tens of billions of dollars worth of tech used to stifle a creator’s expression of freedom His advice to me was even more disturbing: Want your engagement back? Make a few videos praising the Govt Meta has taken Indian content creators for granted. India is Meta’s largest global market with over a billion users across its family of apps (What’s App, Facebook, Instagram) I believe @finkd owes us some serious answers. We get absolutely NO SUPPORT from the Meta ecosystem if any problems arise. The sheer popularity of their platforms among Indians has given them a sense of apathy towards the consumer, and they have become complacent Because if Meta is quietly suppressing lawful criticism of the Govt, that isn't content moderation – it’s political censorship hidden behind an algorithm
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“Let us not exploit Religion for treacherous ends to lull, dumb down our youth, plunder, enrich ourselves, and leave them to die” Burkina Faso’s 38 year old President Ibrahim Traore spitting facts He has all the qualities, and will be one of Africa’s most influential leaders in time to come Any leader who divides citizens on the basis of Religion is a scam
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⏰Last call for today’s Webinar at 8.00 PM It’s the best time to rebalance your PF. The market is giving you a signal #MutualFund
Most people think buying 15 – 20 Mutual Funds = Diversification Often, it’s just a portfolio nobody is actually managing Magnus Hathaway is now entering Wealth Management and Retirement Planning — helping members build, monitor, and actively rebalance their long-term Mutual Fund portfolios Because over 10 – 20 years, even an extra 3% - 4% annual return can completely transform your retirement corpus To explain exactly how we plan to do this, I’m hosting a FREE LIVE WEBINAR this Thursday We’ll cover: 👉 How to target higher long-term returns than the conventional 12% expectation 👉 Why the current market environment could be an ideal time to rebalance your MF portfolio for the long term 👉 Common mistakes that quietly destroy compounding 👉 How to structure your portfolio for wealth creation + retirement 👉 How Magnus will build, monitor, and manage your long-term Mutual Fund portfolio 📅 Thursday, 1st October ⏰ 8–9 PM 💻 LIVE & FREE If Mutual Funds are going to fund your retirement, your portfolio deserves more thought than simply buying a few funds and forgetting about them for 20 years 👇Register FREE magnushathaway.exlyapp.com/f… #MutualFund #MutualFunds
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Wake Up Upper Circuit Rinse Repeat Go To Sleep Just another day in the life of this Hero - in these markets!
📈This stock has really been a Hero since it listed last week And the best part is, it was flat for some time on the day of listing. So everyone had a chance to enter
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Time for Donald Trump to surrender and save us all
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What a ride 🛵
📈This stock has really been a Hero since it listed last week And the best part is, it was flat for some time on the day of listing. So everyone had a chance to enter
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Nirmala Tai’s Shock Absorbers Working Over Time
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In a winner-takes-all AI race to the top, there will be huge demand for Anthropic’s IPO despite massive losses and rising costs!
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