Medapati Narasimha Reddy

10 Exercises For Healthy Shoulders: 1.

Your gut problems may have more to do with stress than food. Here are 5 yoga asanas that can improve digestion,bloating & constipation naturally👇 1) Pavanamuktasana (Wind Relieving Pose)

Was feeling lately Gemini was getting slower/ less helpful (I use pro) and was seeing my share move to Claude I bet 3.5 brings it back esp on the research/ data/ writing side. $GOOG is a beast

The Investor’s Framework for Analysing Indian Private Banks!

Indian Gold Loan Stocks - What Really Matters!

The #1 Anterior Pelvic Tilt mistake

You don't need to read 100s Investor Presentations and annual reports You need to ingest them with NotebookLM, then research with Claude. Here are 8 powerful prompts that compress 200 hours of investing research into one weekend break. Save this thread 🧵

9 tips to get more vascular and stay more vascular all day 1/ Lowering your body fat percentage will help you get more vascular. Shoot for 15% body fat or lower. The leaner you get, the more vascular you’ll be.

Learn AI for free directly from top companies. 1 - Anthropic: anthropic.skilljar.com 2 - Google: grow.google/ai 3 - Meta: ai.meta.com/resources/ 4 - NVIDIA: developer.nvidia.com/cuda 5 - Microsoft: learn.microsoft.com/en-us/training/ 6 - OpenAI: academy.openai.com 7 - IBM: skillsbuild.org 8 - AWS: skillbuilder.aws 9 - DeepLearning.AI: deeplearning.ai 10 - Hugging Face: huggingface.co/learn

A Masterclass on Cash Flow Statements🚨 Recently reviewed an SME company’s Cash Flow Statement and found some shocking classifications: • Non-current liabilities adjusted under working capital changes- even though they belong to Financing Activity/(else depend on line item but not shown as part of Operating Activity) • Current investments deducted from Operating Cash Flow: turning positive CFO into negative - Either shown as a part of Investing Activity or as a part of Cash Equivalent • Only gain/loss on sale of assets shown, but actual sale proceeds missing from Investing Activity • For the first time ever found interesting line item in Cash Flow from Financing Activity - “Proceeds from issue of Security Premium” 👀(Just Disclosure Change - Proceeds from issue of equity share) Interestingly How this Man matched the Cash Balance? Comment below - what can be the possible balancing figure here? One more Interesting part? The company raised funds to purchase a corporate office. This is exactly why smart investors don’t stop at Revenue, EBITDA or PAT. The real story hides inside: • Cash flow classifications • Notes to accounts • Working capital adjustments #redflags

Healthcare and Pharmaceuticals value chain In India , mapping the players

THE BAKING SODA TEST: how to see if your stomach acid is low low stomach acid kills gains causing: - low protein absorption - low fat soluble nutrient absorption - gut dysbiosis - LPS circulating a quick way to test at home if you are suffering from low stomach acid is the baking soda test do this in the morning before eating or drinking step 1. put quarter teaspoon of baking soda in around 100-200ml of water step 2. drink it step 3. time yourself burping after 2 or 3 minutes = stomach acid likely fine no burping or burping after 5+ minutes = low stomach acid do this a few days in a row and if results are consistent, you should have a general idea on your stomach acid.

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Anyone who is against peptide use, read this. Jeremy Renner was run over by a 14,300-pound snowplough while trying to prevent it from hitting his nephew. He was airlifted to the hospital, had more than 30 broken bones and his entire body was pretty much broken. Yet he has achieved a remarkable recovery, partly thanks to peptides. Here's the Avengers' peptide stack (based on his interviews). Thread🧵

Why Am I Constipated? 10 Science Backed Causes & What You Can Do About It without relying on laxatives. 1. Low-Fiber Diet

Working Capital looks boring. But it's the #1 killer of profitable companies. Here's how "profitable" companies go bankrupt: (And the 2-minute check that reveals it) 🧵 THE SETUP Company ABC: - Revenue: ₹1,000 Cr (growing 30% YoY) - Net Profit: ₹100 Cr (10% margin) - Looks: Great on P&L Reality: - Cash from operations: -₹50 Cr - Burning cash despite "profits" Within 2 years: Bankrupt How? WORKING CAPITAL TRAP Working Capital = Current Assets - Current Liabilities Components: - Inventory (stock you're holding) - Receivables (money customers owe you) - Payables (money you owe suppliers) The formula: Working Capital Days = (Inventory Days + Receivables Days - Payables Days) THE DEATH SPIRAL Year 1: Company reports ₹100 Cr profit But: - Sold goods worth ₹1,000 Cr - Collected only ₹700 Cr (₹300 Cr receivables) - Paid suppliers ₹600 Cr Cash flow: Collected: ₹700 Cr Paid out: ₹600 Cr + ₹50 Cr opex = ₹650 Cr Net: +₹50 Cr (okay) Year 2: Grows 30%, reports ₹130 Cr profit But: - Sold ₹1,300 Cr - Collected ₹800 Cr (₹500 Cr receivables now!) - Paid ₹850 Cr Cash flow: Collected: ₹800 Cr Paid: ₹850 Cr + ₹70 Cr opex = ₹920 Cr Net: -₹120 Cr (bleeding!) Year 3: Still growing, still "profitable" But: Receivables: ₹800 Cr (can't collect) Inventory: ₹300 Cr (piling up) Cash: Almost zero Bank says: "No more loans" Suppliers say: "Cash on delivery only" Company: Collapses despite being "profitable" THE 2-MINUTE CHECK Formula: Inventory Days = (Inventory / COGS) × 365 Receivables Days = (Receivables / Revenue) × 365 Payables Days = (Payables / COGS) × 365 Working Capital Days = Inventory + Receivables - Payables Example: Company XYZ: Inventory: ₹100 Cr, COGS: ₹500 Cr → Inventory Days = (100/500) × 365 = 73 days Receivables: ₹150 Cr, Revenue: ₹600 Cr → Receivables Days = (150/600) × 365 = 91 days Payables: ₹80 Cr, COGS: ₹500 Cr → Payables Days = (80/500) × 365 = 58 days Working Capital Days = 73 + 91 - 58 = 106 days Red flag: Taking 106 days to convert sale to cash THE TREND IS KEY Year 1: WC Days = 60 (healthy) Year 2: WC Days = 75 (increased) Year 3: WC Days = 95 (red flag) Deteriorating working capital = Cash crunch coming Even if profits look good! THE SECTORS TO WATCH High working capital businesses: - Retail (inventory heavy) - Real estate (long project cycles) - Infrastructure (long receivables) - Trading (inventory + receivables) Low working capital businesses: - Software (no inventory, fast payments) - Subscription (advance payments) - QSR (cash business) Know which sector your stock is in. THE RED FLAGS Red Flag 1: Receivables growing faster than revenue Revenue grew: 20% Receivables grew: 40% Means: Either selling to weak customers OR fake sales Red Flag 2: Inventory growing faster than revenue Revenue grew: 20% Inventory grew: 50% Means: Either demand slowing OR production overestimated Red Flag 3: Payables shrinking Revenue grew: 20% Payables grew: 0% or negative Means: Suppliers demanding cash upfront (they don't trust company) THE FRAMEWORK Check your stock: Step 1: Calculate Working Capital Days (takes 5 mins) Step 2: Check 3-year trend - Stable or declining: Good - Rising: Red flag Step 3: Compare with sector average - Lower than peers: Good - Higher than peers: Investigate Step 4: Check components - Which is rising: Inventory, Receivables, or Payables shrinking? - Why is it rising? THE BOTTOM LINE Profit is accounting. Cash is reality. Company can show profit while bleeding cash. How? Working Capital trap. Selling goods but not collecting cash = "Profitable" bankruptcy Check Working Capital Days. Takes 2 minutes. Research desk → katalystwealth.com

Learning how to learn is the most important skill to acquire.

Biggest sin by retail investors. The biggest sin in investing is not putting money into loss-making companies; it is investing in businesses where the cost of capital is higher than the return on capital. That is where real wealth destruction happens, yet a large number of retail investors are unknowingly invested in such companies. This naturally raises a question—why do promoters continue to run these businesses? The simple answer is that they need to run something. However, this is not true in every case. Sometimes, what appears weak on paper may not reflect the full reality, as in many businesses reported profits and actual profits can differ, especially where cash transactions play a role. A smart investor learns to sense this early. In such situations, numbers alone may not tell the complete story. Subtle indicators, like the promoter’s lifestyle, can sometimes offer additional clues—though not always perfectly reliable. This is also why there is an ongoing debate between investing in professionally managed companies versus promoter-driven ones. While professional management offers transparency and structure, many investors prefer promoter-driven businesses because the promoter typically has significant skin in the game and prioritizes the business above everything else. Personally, I resonate more with promoter-driven businesses for this reason. Another important aspect to understand is the power of honest reporting. For example, if a company is actually generating ₹100 crore in profit after tax but reports only ₹50 crore, and the market assigns a 20x PE multiple, the company would be valued at ₹1,000 crore. However, if the full ₹100 crore profit were reported, the valuation would double to ₹2,000 crore. This demonstrates how transparency alone can create a significant difference in market capitalization. Higher reported profits not only improve valuation but also strengthen the balance sheet and open up more opportunities, making this “paper wealth” highly valuable for promoters. Ultimately, no business can survive in the long run if it consistently earns less than its cost of capital. If you come across companies that seem to defy this logic and continue to operate, it is worth questioning whether the true profitability is fully reflected in the numbers. For investors, the key takeaway is to look beyond surface-level data, understand capital efficiency, and observe promoter behavior. In the long run, genuine businesses that create real value are the ones that generate sustainable wealth—there are no shortcuts to this.

This stretch will fix your back problems

If you want to understand how a company's profitability is calculated, What's a gross profit, operating profit, Ebitda and Net Profit. How to read P&L statement. then give this a read. 🧵 (1)