
Krish Bajaj
84 posts

Krish Bajaj
@KrishBajaj01
~Always remember that you are unique; just like everyone else~
Katılım Ekim 2020
505 Takip Edilen223 Takipçiler
Krish Bajaj retweetledi

We don't even design binders!!
But we @BioMandrake just won @adaptyvbio × @gembioworkshop's RBX1 design competition - 1 Strong binder out of 322 tested, selected from 12,000+ submissions.
Couldn't make it to @iclr_conf in Rio. Here's how we did it 👇
open.substack.com/pub/mandrakebi…
GIF
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Krish Bajaj retweetledi

Demo Day for @ycombinator F25 is Wednesday!
✨ Reply "F25" for a link to a spreadsheet with the companies, their revenue, customers, and founder backgrounds.
Made in minutes with @riveterhq (YC F24).
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In India, fundraising is hard.
For @ReferRush I spent months building a list of 5,000 verified Indian investors of angels, VCs, and funds — with names, emails, and contacts.
It took us weeks to create and I’m giving it away for free!
Comment “investor list”, like, and repost and I’ll DM you the link.
[You must be following me to receive the DM]
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@Rahul_J_Mathur @ganeshduttanand Unfortunately haven’t come across an online “image” PDF to text converter.
Being an engineer I’ve just written a simple OCR script to do the job for me!
Using tesseract in python for this 🔝
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@ganeshduttanand @KrishBajaj01 can tell you - he's got something
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I’ve recently switched from using ChatGPT Pro & Grok to Gemini because of the Gemini 2.5 pro release.
Sample workload: Analyze past 5 yrs financials of a sports subsidiary of an Indian listed company
Gave the PDF files (txt converted) to Grok DeeperSearch, ChatGPT 4o DeepSearch and Gemini 2.5 with the same/similar sequence of prompts.
(1) Time to analyze: Gemini = 5 mins, Grok = 6 mins, ChatGPT = 20 mins
(2) Adherence to prompt ask: Gemini > ChatGPT > Grok
(3) Quality of answer: Gemini > Grok > ChatGPT
Gemini was extremely intelligent → explained the amortization logic, separated gross v/s net revenue calculations, estimated BU-level P&L.
➡️Anyone who wrote Google off in AI needs to seriously re-think their past statements — the performance & accuracy is off the charts.
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@Zohaaibakhter @Rahul_J_Mathur @maaf_kijiyega Unfortunately haven’t come across an online “image” PDF to text converter.
Being an engineer I’ve just written a simple OCR script to do the job for me!
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@Rahul_J_Mathur @maaf_kijiyega @KrishBajaj01 Good tip, will try thanks. I tried uploading PDFs to perplexity pro but it just failed
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@Vismaya9999 @8Sapience Still a long shot to conclude it’s one of these reasons rather than it just being a sale of previously owned shares
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Retail investors can get trapped if they don't research properly.
Gujarat Tool Room Ltd is a classic example, where so called QIP investors made Rs. 9.56 Cr in just 5 days.
Here is the series of event -
27 Dec 2024 - Co did QIP of Rs. 95.66 Cr where the following investors invested at 13.30 Per share.

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@smriti2shruti @thefinvestor @RajStockWatch The excel is simply a YoY comparison of metrics (Rev, PAT, EPS)
A good piece of companies as small as EMMFORCE is to see MoM headcount and shipping data which act as proxies for whether the company is growing, investing is always “relative”
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@KrishBajaj01 @thefinvestor @RajStockWatch Hey @KrishBajaj01 , can you help understand this analysis (newbie investor here)
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@Stocks4winning @thefinvestor PE on screener / moneycontrol is incorrect and it’s actually trading at a PE of ~17 (with a 5.85 EPS) and a price of 100
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@thefinvestor @thefinvestor dada, this company should get 25 PE, half of current. Will reach 50 in no time and also more tax fraud will come to light.
Dada, tui mota buddhi lagchis amake 😉
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@thefinvestor @RajStockWatch Bear case:
1) Promoters come from a big family with past problems - there are court cases dating back 20 years fighting over share.
2) Association with "Emmbros" which is essentially the same business is unknown
3) No updates post IPO
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@KrishBajaj01 @RajStockWatch Much appreciated. I have some data too and supported by my own analysis I see a lot of upside. A lot.
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@RajStockWatch Considering an EPS of 5.85 - EMMFORCE is trading at ~19PE
MoM headcount and shipping containers data seems flattish - not sure why the huge fall (H1 would probably give more clarity)
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🌟LIST 1: “Targeting Pre H1 Result Entry”? Review of SME Stocks listed from JAN 2024 to June 2024 (Q4 Fy24 and Q1Fy25) are in 4 Images below. (Stocks which are not good enough to consider, are excluded)
Most results will come, in the first fortnight of November. 🚨Need to track stock & market sentiment, if at all entering, at lowest, to limit loss, in case the Results are not upto mark. No one can be sure of Result numbers.
🌟Image 1 has: KAY CEE ENERGY, KONSTELEC, DOCMODE, MEGATHERM, ALPEX SOLAR, RUDRA GAS, ATMASTCO, THAAI CASTINGS, ESCONET & SADHAV SHIPPING.
LIKE, BOOKMARK TO SAVE 🧵..1/

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@KrishBajaj01 The broader correction in SME has obviously played a role. But GST notices, however small, always do these kinda impacts.
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