Mallcom manufacturer of PPE, shoes, gloves PU & NBR, etc. MCAP - 620 CR Sales FY26 - 539 CR PAT - 30 CR PE - 20.6 Has been struggling in FY 26 due to tariffs and volatility in raw materials. Sales Exports - 58% (primarily OEM model, white label) Domestic - 42% Two new plants came online: a workwear and hand-protection factory in Gujarat (PROTECH, ₹100 Cr capex), and an industrial safety shoes unit in West Bengal (₹25 Cr capex). Both are now commercially operational. Both are in utilization ramp. They had give discounts for export sales due to weaker demand and various factors such as tariffs, war, fuel, raw materials. But overall business is solid and moat is good, just macro not supporting, hopefully things will change in FY 27 and Revenue will expand due to new plants and utilisation. Overall I feel its at a bottom considering 52 H - 1520 and 52 L - 929. And Europe deal will accelerate growth. Fingers crossed.

Tolins Tyres - CMP 101, valuation wise good. Revenue FY 26 - 327 Cr PAT FY 26 - 36 Cr PE at CMP - 11 MCAP - 396 Cr Retreading revenue - 68% to 70% Tyres - 30% Recent reduced debt, Apollo Tyres contract of 3 years for PCTR Cushion Gum essentially retreading material. Working capital requirement ballooned. Needs patient capital to see few quarters and add more on improvement. 52W high 202. Promoter holding 68%.

Maheshwari Logistics Business - Diversified small company, name says logistics but only 12-15% revenue from logistics rest from trading of coal Kraft paper Mahindra dealership. Typical lala business nothing wrong works for the promoters or ppl in operations not for investors.

When you are riding on your high horse considering yourself invincible, life comes to you while you are smiling and it looks into your eyes and gives you a tight slap. Then you get down on your knees and say: Hello maalik thoda galti ho gayi 😅 Stay humble.

Would you buy a ticket to your life? If your life were a gallery and someone walked through your weeks the way they’d walk through an exhibit, would you buy a ticket?

Yes pls send them back, we need them here in India. 😅

Game theory Most people are playing the wrong game. If you want to get rich, there are only 3 games that actually matter. Everything else is a distraction

FII had just started to believe that valuations are just right about and started pouring in. Trump BKL missile daal diya

This is exactly how Trump will announce ending Iran war very soon let that sink in 😭🤣😂

This particular American war was a mistake in more ways than 3

A 22 years old investor asked me last week, “What should I do to compound at 40%?” I paused before answering, because the honest response is rarely the one people want. I told him this. If you are okay with roughly 13-14% CAGR. Systematic investing into good mutual funds, patience, and time will quietly do the job. If you want 20% CAGR, the game changes slightly. You still rely on funds, but you become opportunistic. You add more when markets fall, when headlines feel uncomfortable, when SIPs test your conviction. You learn to lean into fear instead of avoiding it. At 25% CAGR, effort becomes unavoidable. You start tracking what HNI investors are buying. You study small-cap/microcap stocks, read annual reports, and try to understand businesses instead of just owning tickers. You begin forming opinions, not just allocations. But the moment you say you want 40-50% or more, you should understand what you’re signing up for. You are leaving the comfort of consensus. You will buy when others doubt. You will sit through volatility that feels unnecessary and unfair. You will look wrong for long stretches of time. There will be no templates, no ready-made lists, no perfect screeners to hide behind. At that level, copying stops working. Original thinking begins. Higher returns are rarely about better information. They are usually about stronger conviction built from your own work. And very few people truly want that life once they see the price attached to it.

The finance function is evolving rapidly, and AI is at the center of this transformation. I’ve put together a list of popular AI tools that are making a real impact in finance right now: 📊 Planning & Analysis Datarails & Cube – Automated FP&A processes Pigment – Scenario modeling and forecasting Planful – AI-generated budget scenarios 💡 Intelligence & Insights AlphaSense – Earnings call analysis ThoughtSpot – Natural language data queries Perplexity – Quick market research ⚡ Operations & Automation Microsoft Copilot – Excel automation Zeni – AI bookkeeping Tesorio – Cash flow optimization 🔍 Risk & Compliance MindBridge AI – Anomaly detection Fathom – Visual financial reporting The standout? ChatGPT/GPT-4 remains the Swiss Army knife for finance professionals — from drafting reports to scenario analysis. 💬 What’s your experience with AI in finance? Which tools have made the biggest impact on your workflow? If you want this infographic in PDF, just drop a comment and I’ll send it to you. (Important: follow me so I can DM you!)

If you can't invest $1,000 well, you won't be able to invest $100,000 well. More capital won't make you a better investor. It will just make your mistakes more expensive.

When you have resource and option abundance, decision making become less clearer and to gain clarity you have to go to great lengths and sometime put yourself in extreme positions.

When women are complaining about their in laws to husband, all they need is an ear, an acknowledgement and just a short window to vent out their frustration and it’s very healthy. Don’t be stupid and take no action of any kind 😅😇 Read again #MarriageHumor #family #WisdomElite

Veteran investor Ramesh Damani is super bearish on Indian IT stocks, blaming it on the game-changing AI from Anthropic’s Claude. He highlights a huge gap: India’s top IT firms are worth about $350 billion combined and employ 16 lac people, but they’re stuck in old-school, people-heavy services. Meanwhile, Anthropic, a lean AI startup, hit the same $350 billion valuation with just around 2,000 staff, thanks to smart AI that automates stuff like coding, legal work, sales, and more. Damani says these Indian giants messed up by playing it too safe, they clung to traditional outsourcing and spent their cash on dividends instead of pouring it into AI breakthroughs. This let agile AI companies jump ahead, threatening the IT firms’ main business with huge efficiency boosts. He warns it’s too late now; the AI train has left the station, and catching up won’t be easy.

Think of GRC like driving a car: Governance = GPS 🗺️ Risk = Weather forecast ☁️⚡ Compliance = Seatbelt 🪢 Keeps you on course, prepared, and safe. Simple as that. #GRC #Cybersecurity #Compliance

Health insurance feels useless. Until it isn’t. One hospital stay costs ₹3–5 lakh. Insurance costs ~₹15,000 a year. Why do we question protection but trust luck?

Yes