Arun
127 posts
Arun
@Arun3677
Being simple and being human!!
Hyderabad, India Katılım Ocak 2017
273 Takip Edilen29 Takipçiler
AI IS NOT WHAT YOU THINK
Let me explain it with the help of a story
Mowgli lived in a big den alone
All the animals in the jungle were friends with Mowgli
Everybody was living peacefully but,
One day mowgli was coming back to den, when he heard a loud voice "I will eat you, I am the king of this jungle, I can also eat lion"
Everyone including the lion was fearful
Finally all the animals & Mowgli decided to go in together & gave a final warning "We all are coming inside, you won't be spared, come out yourself & we will leave you"
Finally what they saw coming out was a RAT !
(whose voice was getting amplified in the den)
In current world the Rat is a LLM and some orange guys who want high valuations for their loss making startups, and keep shouting loudly that AI will eat Software, no need of humans, mass unemployment
In reality what comes out of the den is a RAT 😂
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@Arun3677 Bhai…Abhi 7 PE per chahe growth lo ya value ya +OCF…kya hi bolun…holding
Tweet was generic and not specific to a company
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All those high growth investors who get hounded by positive cash flow cashing guys, please remind naysayers that negative cash flow is often feature not bug of a high growth phase.
And many a time positive cash flow also shows either due to size or other factors, exceptional high growth not possible anymore.
A company can only grow upto X % via internal accrual and still have positive cash flow.
Any growth more than X will result into negative cash flow and might require additional debt or equity funding.
Where X = PAT Margin % * ( 365 / cash conversion cycle in days)
CCC = DIO + DSO - DPO
DIO (Days Inventory Outstanding): Average time it takes to turn inventory into sales
DSO (Days Sales Outstanding): Average time it takes to collect cash from customers
DPO (Days Payable Outstanding): Average time it takes to pay suppliers for goods
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BIG BREAKING 🚨 US IRAN PEACE DEAL 🚨
THIS IS HUGE 🔥
US and Iranian negotiators have reached a deal. President Trump’s final approval pending.
EXPECTED TERMS OF 60-DAY CEASEFIRE EXTENSION WILL INCLUDE :
This establishes a 60-day window to “launch negotiations on Iran’s nuclear programme”.
Shipping through the Strait of Hormuz will be “unrestricted” during the 60-day period.
The US Navy will lift its blockade in proportion to the restoration of commercial shipping.
Iran will commit to not pursuing a nuclear weapon in the MOU.
The US will commit to discussing sanctions relief and the release of frozen Iranian funds.
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🍏SJ LOGISTICS FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs. 339 was at 8.4 p/e. Now 6.8x👍
👍STRONG NUMBERS, BUT MARKET “ WHO? SJ?” 🤣 and ignores. BUT this time, may be it will do some magic with valuation.
Today’s result of Tejas Lorry Transport shows it is valued at 43x!! WHY SJ at 6.8x????????????
H2 FY26 Vs.H1 FY26
REV:Rs.371 Cr Rs. Vs Rs. 283Cr👍
PAT:Rs. 43.4Cr Vs Rs. 32.4Cr👍
(May Compare with H2FY25 Rev=Rs. 145Cr & PAT=Rs. 14Cr )
FY26 Vs FY25
REV:Rs. 654Cr Vs Rs. 502Cr👍
PAT:Rs. 75.8Cr Vs Rs. 52.5Cr👍
SJ LOGISTICS SME IPO was in DEC 2023 at Rs. 125 at 14 p/e
Nilesh Kurhade@nileshkurhade
📌 S J Logistics (India) Limited informed the exchange about its approval for the financial results for the period ended March 31, 2026. #SME #SJLOGISTIC 📄🧾
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Which small-cap stocks have a big base breakout setup?
I have 4 stocks on my radar.
What about yours?
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🚨 300 LEFT. THAT’S IT.
At 13,000 followers,
we’re giving away 2 Xiaomi UltraThin Magnetic Power Banks (₹6,499 each). 🔋🔋
₹12,998 in value.
Unlocked at 13K.
No tagging chains.
No nonsense.
Follow. Repost. Comment your phone.
When we hit 13K — winners are announced instantly.
Let’s see who moves first. ⚡
#RoadTo13K #wintrackinc #wintrackincgiveaway
#giveaway #xiaomipowerbank #xiaomiultrasim
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@SureshKBN Anna Sky gold showing strength after long consolidation mutual funds also increased stake whats your view gold prices also dropping...
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Which one mutual fund would you hold for the next 10 years?
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@samisosa1234 Yes bhai testing patience markets are supreme don't know when will give reward... waiting!!! Time will tell
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@Aditya_joshi12 Great to know us bhai it will add more value to reading!!
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I am pleased to share that we are planning to add the following sections in Sovrenn Times:
1. 5 daily startup news
2. 5 daily economics news
This will be on the last 2 pages of the newspaper.
We have already added “Red Flag Corner” in Sovrenn Timed
This will ensure that Sovrenn Times readers are incredibly well informed not just about stock market but also about the startup world and Indian macro-economy.
What do you think ?
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2 Gold stocks with 24 Karat Potential!
🔥🔥
✅Sectoral tailwinds
✅Explosive earnings guidance
✅Re-rating on the cards
Which of these do you own?
Sky Gold or RBZ Or Both?
Kindly SHARE & REPOST
TheAlpha10X@TheAlpha10X
2 GOLD STOCKS You Can’t Ignore! High Growth + Sectoral Tailwinds = Massive Wealth Creation! 🔥🔥 -At least ONE of these deserves a spot in your portfolio! -They're ready to shine brighter than ever ✨ ✳️ 1. SKY GOLD : Sky is the limit CMP 374 Market Cap 5493 cr PE 41.4 🔸 FY25 Revenue: 3,548 Cr | PAT: 133 Cr 🔸FY 26 New Guidance: 7,600 Cr topline with 4.5% PAT margin 💣 •PAT expected: 342 Cr (vs earlier 288 Cr!) 🔸 Shift to job work model = lower working capital 🔸 Inventory days to improve = better ROCE + cash flows 🔸 Strong execution + confidence = re-rating candidate ✅ Profitable growth + Scale + Agility = Deadly combo ✅ Market is still pricing this as old SKY .Revaluation ahead! ✳️ 2. RBZ Jewellers – Small Cap, Big Aspirations 💎 CMP 143 Market Cap 572 cr PE 14.7 🔸 FY25 Revenue: ₹530 Cr 🔸 FY26 Guidance: ₹700 Cr (revised from ₹800 Cr – realistic approach) 🔸 FY27 Target: ₹1,000 Cr Revenue | ₹55 Cr PAT 🔸 Management confident & conservative – a rare combo! 🔸 Focus on premiumisation + strong B2B relationships 🔸 Clean balance sheet. High operating leverage to kick in - Under-the-radar gem that can sparkle when least expected. - Current mcap nowhere near what FY27 earnings suggest!
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