Nothing I say should be taken as recommendation! Don’t intend to become Twitter Guru! If you act on my tweet, RISK is yours. Assume bias & vested interest in everything I write about. I am here only due to the urge of saying something (sometimes asking something as well😊) or 1/n

CANCER HAS BEEN CURED Ivermectin & Fenbendazole cure cancer. Pass it on. BREAKING NEWS: First-in-the-World Ivermectin, Mebendazole and Fenbendazole Protocol in Cancer has been peer-reviewed and published on Sep.19, 2024! The future of Cancer Treatment starts NOW. My thanks to lead authors Ilyes Baghli and Pierrick Martinez for their incredible inspired work, FLCCC’s Dr.Paul Marik for his extensive work on repurposed drugs and every co-author who worked hard to bring this paper to life. I hope that this peer-reviewed paper lays the groundwork for a brand new future for Cancer Treatment. Many of you know that I have been helping thousands of Cancer patients with high dose Ivermectin, Mebendazole, and Fenbendazole

So basically at 12 noon the presenter says 15 mins break and it's almost 12.40. As per schedule circulated too next session should have started by 12.30 but were playing Housie till now & then @ias_summit would say running behind & will curtail presenter sessions 😏 #ias2025

Totally agree!! Getting similar feedback from few people present physically as well in the summit that more tamasha and less substance!!! #ias2025 @ias_summit @MashraniVivek

This year's #ias2025 online version by @ias_summit has to be one of the worst ones! Poor Day 1. Day 2 : Such poor video and audio quality, can't make out anything! Plus as per schedule should have started at 10 AM but again Dance tamasha etc, & starts at 10.30 AM. @MashraniVivek

Do all this tamasha and then curtail presenter sessions saying that running behind schedule!!! @ias_summit @MashraniVivek #IAS2025

Very poor time mgmt by @ias_summit Wasting time on engagement activities and trimming sessions of presenters!!! Was really looking forward to last section of the presentation by @ravijain88 #ias2025

Poor time mgmt. 🙄 Spent too much time on generic gyan that didn't have enough time to speak on both companies! Just rushed through the presentation for both companies and audience wasn't able to get much on the companies at all! @niveshaay @ias_summit @arvind_kothari #ias2025

RT @HiteshRandhawa: #SYRMASGS seems to be playing the long term sustainable game. Promoter pedigree seems to be top notch. PCB venture wi…

S Chand & Company Ltd #SCHAND -- Is it a 'Heads I win and Tails I don't lose' story?

Affordable Housing Sector is gaining limelight and maybe has been the strongest sub-sector in this market correction. For the next 2-3 years, the housing finance industry is projected to grow at 16-17% with the affordable housing segment expected to achieve a 22-23% CAGR! Quite a few catalysts in place for the sector: 1. #PMAYUrban 2. Govt's mortgage guarantee scheme for lower income group 3. Personal Income Tax slab revision benefits for people earning upto 12 lacs 4. 2nd home tax benefit announced in budget 5. Falling Interest Rates Had prepared HFC Trends and Outlook report (for personal consumption and few friends) basis Q3FY25 Earnings Call of the companies that can be found here drive.google.com/file/d/1xwt… Hope the community finds it useful. #AADHARHFC #AAVAS #INDIASHLTR #HOMEFIRST #APTUS #BAJAJHFL #PNBHOUSING #CANFINHOME #REPCOHOME #LICHSGFIN

#Nifty #BankNifty #CNXSMALLCAP #SMALLCAPS

Just imagine that Madam ka last day today and out of no where Monday onwards bounce materializes 😉 The bottom would end up being called the #BuchBottom 😉 @InvesysCapital

Those 20 ideas! As I was away for a few weeks, just sharing below some of my thoughts on various names that I came across in my X-absence! 1. Freshara Agro: SME, risky bet but management guidance is very good. FY26 PAT is expected to be 45 Crores. If mgmt. can achieve that, it could be easily 2-3x from here 2. Kilburn Engineering: Promoters continuing to buy. Their acquisition creating cross sell/up sell opportunities for future! 3. Axiscades: Good days might be coming if they can onboard good mgmt layer (there is talk of PE fund might be entering) 4. Kabra Extrusion: Rumor is they are selling OPVC machinery (extremely high demand) and next few quarters could be very good. But we also need to remember that Good hype was created when they launched Battery packs. 5. Manaksia Coated Metals: Mgmt is offering excellent guidance for FY26. Both topline growth and margins expansion. Go thru the concall 6. Shree Ganesh Remedies: One CRAMS project gave them bumper growth in top-line and bottom-line in H2FY24 but the CRAMS project that they were to execute in H2FY25 got delayed to FY26 and hence FY25 will be more or less flat with margins returning to 28%. A worthy name to study if you are a pessimism lover! 7. Epack Durable: Hearing from friends that brilliant numbers expected in H2FY24 8. Apollo Micro Systems: Mgmt gave great guidance (well captured on twitter already) and hearing from friends that mgmt. is actively pursuing capex. FY26 defence budget could create sparks here! 9. Kernex/HBL Power: More orders expected on Track related (50L per KM). Main question of course is, how much of the recent Kavach orders can they execute in FY25 and how much might get pushed down to FY26 might determine Q4FY25 numbers (and the price action). 10. CreditAccess Grameen: Good volumes recently...Maybe Stage-1 will stabilize around this price? Next 2-3 months should tell 11. Transmission Names: Learnt from Niveshaay's presentation that only 10% of the transmission work is done in India and plenty to happen. So, we haven't even see half of the movie yet! Picture abhi baaki hain...Keep an eye on Transformer names, and their sister concerns PLUS cables/wires 12. Laurus Labs: Technically looking good with the anticipation of better H2. Main question is how much better Q3FY25 will be both on QoQ and YoY and that would determine the future price movement! General consensus is Q4 > Q3 > Q2. Could Laurus touch 4 digits in CY25 is another question! 13. RBZ Jewellers: Taken excellent support at 50 DMA and looking better, next week would be the key for it to break the new highs! They have an adjusted target of 1300 kgs of Gold as the target for FY25 and they did 542 kgs in H1. Which means H2 should be blockbuster (if all goes well)! 14. Utssav CZ Gold Jewels: After a long consolidation, December offered beautiful run. May consolidate a bit around the current range probably until H2 results 15. AVP Infracon: It's on fire, I have recently averaged up this one. Next couple of months could be very interesting here. It is still cheap when you look at FY26 valuations!! 16. Transrail Lighting: Probably cheapest in its space. Bangladesh is seen as a reg flag but that may not be the case. 17. Manorama: Looks expensive but next 2-3 quarters could offer very good growth both in topline and margins! 18. Accent Microcell: The proposed capex (funds thru Right issue) could push the capacity by 150%. So, if they do execute well, a good story in making! 19. Triveni Engineering: The merger and demerger have excited the market and pushed up the price but now seems to be calming down as those events are probably 3-4 quarters away. Either case, if its available around 370-380, that might be a good price to start the accumulation. Gears business should do well and demerging that also would allow Triveni mgmt. to focus on Water EPC and eventually demerge that also maybe after 2-3 years! 20. Unimech Aerospace and Manufacturing: If Trump or someone spooks the markets over the next few weeks/months and for whatever good/bad reasons, the stock price comes down, worth a name to accumulate!

Turning out to be true till now😂😂😂 #IndVsAus IndVsAus

Who will make more runs as a Captain in the series @ImRo45 OR @patcummins30 ??? I think safe to say it would be @patcummins30 isn't it? #INDvsAUS

Don't know what team management does!!! Can't likes of @ImRo45 @imVkohli @GautamGambhir spot this and convey to @RishabhPant17 Just so annoying to see people taking the honour & privilege to represent country for granted! @bhogleharsha @RaviShastriOfc @DineshKarthik #INDvsAUS

I’m amazed that such a goldmine of a strategy is freely available. youtu.be/YLIIFk1DSN8?si=HIjn… I found @prabhakarkudva in July 2021 Indian Investing Conclave (check the tweet below) & since then, PEAD strategy has become a core part of my trading. I’ve talked about it multiple times & even conducted a session on it. x.com/Gaurav_Cx10/status/159… This strategy has been a game-changer, delivering results with stocks like Saregama, Shilchar, Waaree, MCLOUD, BSE, Integra, XPRO etc. on a Weekly timeframe. Adapted it to suit my style: (Earnings Future Growth) Range Contraction/Base Pattern 52-week High) as entry criteria, with exits based on a technical breakdown of the 11WEMA (since I don’t deeply understand every aspect of these businesses). Why overcomplicate things when a simple, proven method works? Earnings Breakouts driven by catalysts alone can deliver incredible returns. Of course, no strategy offers a 100% strike rate, but this one delivers an exceptional R:R. With the right setup, some luck, and favorable market conditions, it’s even possible to achieve 100:1 with a 10% stop-loss (e.g., Shilchar & Waaree, personal achievement). Anyways, Christmas holidays are coming—take this time to watch all 9-12 of his YouTube videos & pair it with book- How to Make Money in Stocks by William O’Neil. By January, you’ll be ready to kick off the new year with a solid, objective technofunda strategy!

This Diwali, let’s commit to learning, sharing, and growing together for a brighter, wiser future! Sharing knowledge lights up another’s path and enriches our understanding and community strength. One incredible platform nurturing this vision is @flameuniversity’s FLAME Investment Lab, a treasure trove of resources for aspiring and established investors alike. Offer a wealth of lectures, articles, videos, and insights. This resource exemplifies how sharing knowledge contributes positively to the well-being of those around us. flame.edu.in/academics/flame… "The best thing a human being can do is to help another human being know more." Charlie Munger The list of key contributors and their expertise, with links to each of their dedicated pages: E.A. Sundaram (O3 Capital) @EASundaram A strategic investor, known for value-driven investment approaches and disciplined asset allocation. flame.edu.in/academics/flame… Manish Chokhani (Enam) @chokhani_manish Manish Chokhani brings in-depth knowledge of Indian markets and global investment strategies, emphasizing long-term wealth generation. flame.edu.in/academics/flame… Raamdeo Agrawal (Motilal Oswal) @Raamdeo Known for his “QGLP” (Quality, Growth, Longevity, Price) philosophy, Agrawal is an influential voice in equity research and investing. flame.edu.in/academics/flame… Rajeev Thakker (PPFAS) @RajeevThakkar Rajeev Thakker specializes in rational investing, advocating for patient and strategic asset management with a global outlook. flame.edu.in/academics/flame… Ridham Desai (Morgan Stanley) @rndx1 A senior researcher with a focus on macroeconomic trends and their impact on the Indian stock market. flame.edu.in/academics/flame… Sandeep Kothari (East Lane Capital) Sandeep Kothari is celebrated for his deep dives into markets and unique perspective on portfolio management. flame.edu.in/academics/flame… Sunil Singhania (Abakkus Asset Management) @SunilBSinghania An astute investor, known for his keen understanding of growth sectors within Indian equities. flame.edu.in/academics/flame… Utpal Sheth (Rare Enterprise) @utpalsheth Utpal Sheth brings expertise in value investing and high-conviction stocks, contributing significantly to India’s investment landscape flame.edu.in/academics/flame… Amit Goela (Rare Enterprise) @amitgoela Known for his investment acumen, Amit Goela emphasizes focused, long-term portfolio strategies. flame.edu.in/academics/flame… Bharat Shah (ASK) Bharat Shah advocates for structured and prudent investment strategies focused on quality business, with an emphasis on wealth preservation. flame.edu.in/academics/flame… Durgesh Shah (Corporate Database & FLAME) @shahdurgesh Known for his analytical approach and mentoring capabilities, Durgeshbhai has substantial expertise in corporate finance and data-driven investment decisions. flame.edu.in/academics/flame… Kalpraj Dharmshi (ValueQuest) @KalprajD A proponent of the value investing philosophy, Kalpraj Dharmshi offers insights into market cycles and asset management. flame.edu.in/academics/flame… Kenneth Andrade (Oldbridge Capital) Kenneth Andrade’s focus is on cyclical investing and understanding sectoral shifts within the Indian economy. flame.edu.in/academics/flame… Navneet Munot (HDFC Mutual Fund) Navneet Munot combines macroeconomic insights with equity and fixed-income investments, with an emphasis on balanced growth. flame.edu.in/academics/flame… Neeraj Marathe (FLAME) @NeerajMarathe Neeraj Marathe’s expertise lies in behavioral finance, focusing on the psychology behind investment decisions. flame.edu.in/academics/flame… Nilesh Shah (Kotak Mutual Fund) @NileshShah68 Nilesh Shah provides deep insights and well-articulated thoughts into fixed-income markets, asset allocation, and wealth management. flame.edu.in/academics/flame… Late Parag Parikh (PPFAS Mutual Fund) Known for his contrarian approach and emphasis on patience in investing, Late Paragbhbhai remains a respected figure in value investing. flame.edu.in/academics/flame… Prashant Jain (3P Investments) Prashant Jain’s investment philosophy centers on balancing risk with reward, specializing in Indian equity markets. flame.edu.in/academics/flame… Radhakishan Damani (Avenue Supermart) Radhakishan Damani (RKD) is renowned for his conservative investment style and sharp acumen in investing, trading, and running a highly successful business in the retail sector flame.edu.in/academics/flame… Sameer Koticha (ASK) Koticha emphasizes value-oriented investments and strong business fundamentals. flame.edu.in/academics/flame… Late Rakesh Jhunjhunwala (Rare Enterprise) Known as India’s “Big Bull,” Rakesh Jhunjhunwala (RJ) was celebrated for his high-risk, high-reward approach to Indian equities. flame.edu.in/academics/flame… Ramesh Damani (Nawab of Investing) Ramesh Damani ( RMD) is known for his value investing philosophy, with insights into economic cycles and stock picking. flame.edu.in/academics/flame… Amay Hattangadi (Morgan Stanley) Specializing in emerging markets, Amay Hattangadi provides insights into India’s position within global economic contexts. flame.edu.in/academics/flame… Sanjay Bakshi (FLAME University) @Sanjay__Bakshi Sanjay Bakshi ( Fundoo professor) is a thought leader in behavioral finance and deep value investing, with emphasis on long-term gains. flame.edu.in/academics/flame… Sanjoy Bhattacharya (Fortuna Capital) Known for his cautious approach to investing, Sanjoy Bhattacharya’s work focuses on risk management and prudent investment. flame.edu.in/academics/flame… Saurabh Mukherjea (Marcellus Investment Managers) Saurabh Mukherjea advocates for structured portfolio management with a focus on high-quality stocks. flame.edu.in/academics/flame… Vallabh Bhanshali (Enam) Vallabhbhai emphasizes ethical investing and financial discipline, making a mark in both finance and social initiatives. flame.edu.in/academics/flame… Vetri Subramaniam (UTI Mutual Fund) With a focus on macroeconomic factors, Vetri Subramaniam offers insights into India’s mutual fund landscape and capital markets. flame.edu.in/academics/flame… Vishal Khandelwal (Safal Niveshak) @safalniveshak Vishal Khandelwal specializes in investment education, aiming to empower retail investors through knowledge. flame.edu.in/academics/flame… Samit Vartak (SageOne Investment Managers) @SamitVartak Samit Vartak’s expertise is in high-quality, long-term investments, and his work highlights value-focused stock selection. flame.edu.in/academics/flame… Kuntal Shah (Oaklane Capital & FLAME University) @Kuntalhshah I lay the most emphasis on understanding the history and psychology of the Markets. flame.edu.in/academics/flame…

#Smallcap Index outperformed #Largecaps in Oct carnage making ratio close at all new high. Similar thing happened in correction of 21-22 when Largecap index peaked in Oct21 but Smallcap index peaked 3 month later in Jan22 However once that resistance line is tested, I expect reverse to happen & smallcaps to underperform largecaps significantly