Huzefa Kazi

@Lettersfromappa Reality of 150 year old folk forecast:- Misses: 1927: No major crash, the actual crash was 1929 1945: No financial panic, end of WW2, actually a period of economic optimism, post-war boom 1965: Relatively stable prosperity in the US during 60s 1999: actual crash was 2001-2002

This chart looks best right now predicting the top and bottom. If this is true then the possibility of next bull market starting is only in 2032. Sideways until then?!

@investorniti LTCG, STCG & any tax on Profit from Intraday, F&O should be abolished. My reasoning 4 the same is, since this is a very high risk & when in Loss Govt does not come to compensate us in any way but wants the pie in profits. Any way they are charging STT, Stampduty etc 4 every trade

My request to upcoming government for traders and investors : 👉 Taxes : - Reduce or remove LTCG or increase rebate limit. If someone takes risk and makes profit by investing, why to tax that individual? That too for long term investing. 👉 Basic Qualification for Trading - If anyone wants to trade F&O or do trading which involves complexity, should clear a basic exam first. - Introduce clause of minimum net worth for trading F&O. In my opinion, should be above 2 Lakh. You cannot use retail traders for keeping volumes. - Push for Equity trading over F&O trading (won’t happen i know) but currently charges to deal in equity is way above than F&O 👉 Advisory: - Make life easier for advisors registered with SEBI. Because of difficulty, most people don’t register and give unsolicited calls. Do you feel any other change is required? Let me know.

@srisairavi @MeyyappanPl1 Atmastco is currently quoting at a 233, good price to enter after its fantastic runup from 116 to 174 in just 2 months.

@MeyyappanPl1 Sir Sairam I want to buy Atmastco Krishna Defence Both had a good run up Please advise one of them at CMP Or wait

Defence ship 🚢 is the biggest theme of next 5 years. Demand for speciality steel section used in ship building & bulb bars will skyrocket #Krishna defence reported super set of nos (Sales, PAT, margins) Proxy for increasing order book of Cochin,GRSE,Mazagon. Also has various Transfer of Technology (ToT) from DRDO. Ammunition & fire proof doors are next new triggers of growth

@ratnesh3asc @gurjota Excellent stock. Rapidly growing IT company working in area of AI and Fundamentals are good, business spread across and UK and US. Hold it for 3 years for 5x price target.

Multibagger returns await you if you're willing to do the hard work. I'm sharing a list of 20 mid, small and micro cap businesses which participated in Rising Stars 2024 conference by Arihant Capital and provided very strong growth guidance (>20-25%) over next few years based on the post conference notes. 1. Aarti Drugs With new projects and capex, the company expects to achieve revenue of INR 40000mn in FY25. The management expects to achieve 25-30% volume growth from H2FY25. The management is positive of achieving 35% gross margins soon and expect to have a clearer picture by June. 2. All E Technologies Expect 25%-30% revenue growth for next 3-4 years, and a long-term margin goal of 20% in the next 3 to 5 years 3. Alicon Castalloy Alicon targets a top line of 22000 Mn by FY26, with anticipated revenues of 18000-18500 Mn for FY25, driven by new business projects. Margin improvement to 14%-15% by FY26 is a focus, despite potential challenges like economic recessions. 4. Allied Digital Services The company reiterates its goal to achieve INR 10 Bn in revenue within the next 2 to 3 years. The strategic focus remains on expanding partnerships and engaging in Smart City Projects 5. Annapurna Swadisht The company aims to double its top line revenue by FY25 and achieve 50-60% growth in FY26 and FY27. The bulk of the growth is expected to come from expanding product lines such as fried items, noodles, biscuits, bakery products, etc. 6. AXISCADES Technologies Aiming to double revenues by FY 26-27, with a focus on improving margins across segments, particularly in aerospace and automotive. Despite defense business fluctuations, expansion in verticals drives the company towards its growth targets, aiming for a PAT of 1800 Mn by FY26 7. Creative Newtech In next 2 years, the company anticipates revenue growth to reach between Rs. 22000 to 24000 mn, with brand licensing contributing around 30% to total revenue. Company aims to achieve 34% to 40% absolute profit growth annually and improving working capital efficiency by 10% to 15% each year, targeting an inventory turnover of eight cycles and the focus is on becoming cash flow positive in the coming years 8. Home First Finance The management maintains a guidance of 30% YoY growth of their loan book for the Medium to Long Term. The management guides NIMs to be around 6% with +/10-20 bps fluctuationsin the coming quarters. 9. Indo Count Industries Target 2x revenue in 3-4 years with margin expansion to boot. Volume guidance for FY24 is 90-100mn meters 10. Izmo Ltd The company expects to double its revenue over the next 3 years, driven by expansion into new markets like Germany and ramping up sales efforts. Margin expansion is expected to be driven by the high-margin Frogdata and Izmo Studio businesses as they grow 11. Jeena Sikho Lifecare The Management expects to achieve a Revenue of INR 4,800 mn for next year FY25. Jeena Sikho Lifecare is in the Ayurvedic treatment business with tens of hospitals in several major cities in Northern and western India 12. Khazanchi Bullion Ltd H2 FY24 and FY25 growth to mirror current rates, with a projected 36-40% annual growth rate, primarily from ornamental sales, supported by increased turnover ratios. The company's plan to open a new store in FY 25 signals a strategic move to expand its B2C segment and potentially enhance margins. 13. Kilburn Engineering The company is focused on growing 30%-35% CAGR going forward. The revenue is expected around INR 5bn in FY25E. Out of INR 5bn, around INR 1bn revenue is expected from ME Energy. The company has an ambitious revenue target of INR 10bn in FY29E 14. Krishna Defence and Allied Industries Management has guided for 30-40% CAGR revenue growth over the next 3-4 years as per existing Orders for existing Products and aiming for 18-20% EBITDA margins which has been in the range of 14-15% historically. 15. Krsnaa Diagnostics Management maintains guidance of 25% growth in topline for FY25 and FY26 even without including Rajasthan due to large Orders from the state of Maharashtra and maturity of Assam and Odisha business. 16. Macpower CNC The company is focused on growing by 20%-25% CAGR going forward. The average realization per machine is moved from INR 16-17 lakh to INR 20-25 lakh in FY24. The company is focused on reaching INR 35-40 lakh going forward. The company is plans to add 2000 machines capacity every year over the next 5 years. The capacity is expected to reach 10000 machines over the next 5 years 17. Marvel Decor The company is aiming for 40% CAGR growth in the next 5-10 years by expanding domestic footprint, focusing on projects, scaling international business, and expanding product basket. The management plans to improve EBITDA margins by 1% every year, aiming for 15% margins, and is confident about scaling up operations with better sales velocity and technological capabilities. They are open to raising funds of around INR 150 Mn in 3 years to support the growth plans, in addition to reinvesting profits 18. Sunteck Realty Aims to double GDV from INR 30,0000 mn to INR 600000 mn in less than 3 years. Pre-sales have been growing at a CAGR of 20-25% and are expected to continue growing at a similar rate. The company is projected to earn an annuity income of 700 mnfrom FY25, stemming from a 2500 mncapex. This translates to a 30% return on capital 19. Talbros Automotive The company expects the gasket business to grow at 15% plus, forging business at 20% plus, and other businesses to grow around 20% based on the current order book. The company expects Operating Profit Margin to be around 15-16% in FY24, and are targeting a minimum of 0.25% growth in operating profit margin over FY25 20. Virtuoso Optoelectronics Revenue guidance of INR 7500 mn for FY25 and INR 11000 mn for FY26. EBITDA margin projections for lighting hover around +12%, IDU at 9%, ODU within the range of 6- 6.5%, water dispensers ~12%, and deep freezers at a higher rate of 15%. The overall anticipated EBITDA margin going forward is 10% Caution 🚨 - I'm not a SEBI Registered Investment Advisor, please consult your financial advisor before making any investment decision. Most small and micro-cap businesses do not have a long history or well established / robust business models. Management guidance and real-world performance can vary significantly. Disclosure: I'm invested in 2 companies (Creative Newtech and Macpower CNC) and may enter/exit any of the above businesses without prior intimation.

@YSayed_77 @PMOIndia @HMOIndia @INCIndia @OfficeofUT @ArvindKejriwal @RahulGandhi @asadowaisi @barandbench @PTI_News @ShashiTharoor Fact Check: This video is of 2022 from West Bengal thequint.com/news/webqoof/v…

@policybazaarPOS @policybazaar Sunny Chauhan employee ID PW48543 very good service and follow up by policy bazaar employee.

Welcome to policybazaar. You can buy your policy & save upto 30% agent commission. Quick, easy & simple. 24×7 Claim Support Click on website👇👇 #Valimaiglimpse #TruthOfShraadh #GuruNanakDev #Valimai policybazaar.com/?token=o5aMAq6…

@BajajBajaj14 @Humanetoanimals @shaktisinhgohil @Dept_of_AHD @PRupala @PMOIndia @AmitShah @waghbakriteagrp @abhijitmajumder @AhmedabadPolice @CMOGuj @BJP4Gujarat @GujaratTourism Stray dogs are more dearer to Menaka Gandhi than human lives!

@Humanetoanimals @shaktisinhgohil @Dept_of_AHD @PRupala @PMOIndia @AmitShah @scobserver @waghbakriteagrp @abhijitmajumder @AhmedabadPolice @CMOGuj @BJP4Gujarat @GujaratTourism #PMO OFFICE #Menka gaan di #ambika Shukla #vineeta tandon Why don't you build pond's for stray dogs, adoption enthusiasm is the best solution Will you pls inform whether the dog's will stop barking howling yelling and biting after sterilization,why are spoiling the life of human

Very sad news coming in. Parag Desai, Director and owner Wagh Bakri Tea passed away. He had a brain haemorrhage following a fall. May his soul rest in peace. My condolences to the entire Wagh Bakri family across India.

@shaktisinhgohil Why giving half news!!! He died due to attack by Menaka Gandhi's favorite animals Stray dogs, which are more dearer to her than Human lives.

@SauravS_13 @naqvimukhtar सौरव भाई, यह किसी समुदाय या धर्म से संबंधित नहीं है, यह मानवता के बारे में है। यदि अन्याय होता है, चाहे वह मुस्लिम, हिंदू, ईसाई या सिख के साथ हो, मानवीय प्रवृत्ति वाले किसी भी व्यक्ति को इसके खिलाफ बोलना चाहिए। नकवी जैसे लोग अपनी मानवीय प्रवृत्ति खो चुके हैं।'

@naqvimukhtar आपको शर्म आनी चाहिए, आपके समुदाय को खुले आम गाली दी गई आपके मंत्री हस रहे और आप चुप बैठ कर दूसरे नेता को ट्रोल कर रहे। ईमान बेच दिया है आपने अपना? #RameshBidhuri

घंटों में ही गुरू घंटाली का घटिया घमासान....घमंडिया घरानें का अरमान बन गया ....... खुदा ख़ैर करे 🙏

@theliverdoc Dear Doctor, regarding point 3: Honey, it is more sweeter than sugar, so if one replaces sugar with honey, one uses less amount plus it contains minerals & vitamins, whereas sugar is empty calories. Honeys has glycemic index of only 19. Pls see this paper: ncbi.nlm.nih.gov/pmc/articles/P…

@theliverdoc Here comes this PHD doctor, who got his PHD from meditation university in his sleep, and now teaching world his great wisdom for Cancer cure. In India, there are many such doctors from meditation university who give cure for Cancer, diabetes and even Covid. Pun intended 😆

Anatomy, physiology, embryology, obstetrics and gynecology and oncology destroyed in seconds. Please do not consume raw Neem leaves/extracts or Neem oil. Neem whole plant is extensively used in Ayurvedic System. There are no clinically proven benefits for the use of Neem as a medication in humans. In adults no specific doses are established and long term continuous or intermittent use can lead to liver and kidney damage. Neem leaves/extracts can also cause miscarriages, infertility and lower blood sugar leading to life-threatening hypoglycemia. Neem does not kill cancers and its consumption does not prevent cancers. In fact, Neem extracts damage DNA in sperms and could promote the formation of cancers. newscientist.com/article/dn3946… All "supposed anti-cancer" properties of Neem are inside a petri-dish in a lab, on cells or small-animal tissue and never proven in humans. degruyter.com/document/doi/1… Consumption of Neem oil is very toxic and can lead to seizures, brain failure, kidney failure and death, especially in children. ajnr.org/content/31/7/E… The only use for Neem leaves/extracts is to repel insects, kill lice and as a pesticide.

@Sandhya47830436 @AmannaPrerana Really you eat vegetarian food only. Don't you have milk daily in your Tea/Coffee, Does it come from plant Kingdom???

Today in PNA’s Kitchen: Lunch: lemon garlic prawns with mashed potato and sourdough bread. Dinner: Chicken cafreal and ghee rice. I wasn’t kidding when I told y’all last time that I am a good cook. CHEF 101. My future man really hit a jackpot 🤌🏽 PS: whipped up both the dishes for the first time that too under 30 mins each. It turned out just🤤. Only regret is I didn’t make enough.

@AaankitAgrawal @Niva_Bupa NivaBupa is among the worst Mediclaim company. when I raised a claim, after paying premium for 7 years, I got to know their true colors. #iRecommendNivaBupa #iDontRecommendNivaBupa *iDontRecommendNivaBupa* 👎

@Niva_Bupa i recommend not to go to Niva bupa because they are.They rejected my claim and no proper reply from 2 months.Every time they give excuse but no solution.#iRecommendNivaBupa

#iRecommendNivaBupa *I Don't Recommend NivaBupa* 👎 They deducted charges more than what they have specified in their Non-Payable charges list. They even deducted charges for items which were returned by the hospital. I am filing a complaint against them in consumer court.

#iRecommendNivaBupa I dont recommendNivaBupa. 👎 Beware, before taking medical claim insurance from NivaBupa. Till you dont have a claim it is all good. Once you have a claim then you will know their true colours.

#iRecommendNivaBupa I do not recommend NivaBupa. They say they approve claim requests in 1/2 hour but they took 6 days to approve my claim, repeating same queries again and again and again. They are here to reject claims and approve claims.

@tan_5989 @CMOMaharashtra Jut yesterday IMD said "in Pune, the chances of rainfall are almost none." And today woke up in morning with heavy rains in Pune. IMD predictions not at all reliable!!!

Bad news for #Maharashtra. IMD's latest monthly outlook for Sep suggests below average rains for almost entire Maha. @CMOMaharashtra We have to prepare ourselves for a possible drought. Things not looking good for our state as of now 😪 #Pune #Mumbai #punerains #MumbaiRains

@vineet_tropmet Just yesterdays news, IMD forecast "the chances of rainfall in Pune are almost none." 🤭

As per the latest IMD-GFS forecast, good rain is expected in madhya maharashtra and marathwada regions from 3-6 September. Pune city will continue to get thunderstorm rain till 4 September. #punerains

@muthu629 Don't blindly jump to buy his 10x and 100x stories. There are various examples of his picks which he was very confident and see state of these stocks from his recommended prices. See the current value of his 100x stocks like Sadhana Nitro, Samrat Pharma etc

What happened to 10 x 😭

@muthu629 Exactly, I have been watching this guy giving targets of 10x and 100x but he himself does not have conviction on his picks, which is evident when he has quitted several of his 10x and 100x stocks with filmsy one liner "Portfolio Rebalancing"