
Time-pass
560 posts

Time-pass
@karankdg
Krsna is the only TRUTH. Trader. Investor. No recommendation to buy or sell. Not SEBI registered .
Jaipur Katılım Ocak 2018
385 Takip Edilen63 Takipçiler

@thechartist26 Because I had bought it before you that same day only 😂😂
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Time-pass retweetledi

@niveshaay @arvind_kothari Radhe Radhe ….. I have registered on Monday but no link received till yet. Pls do the needful. Thanks 🙏
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Strength Meets Opportunity - Aerospace & Defence
A Webinar with Our Research Analysts
📅 4th April, 2026 (Saturday)
⏰ 4:00 PM
While Airbus and Boeing dominate final assembly, the real value is increasingly shifting beneath the surface, into components, engineering, and precision manufacturing.
India is quietly, but decisively, positioning itself at the heart of this transition.
Join us as we decode this opportunity:
Why Attend?
• Understand where value is truly being created and how global supply chain shifts translate into investment opportunities.
• See how Niveshaay is positioning itself to capture this evolution.
• Gain clarity on how this theme reflects across our equity baskets.
👉Reserve your spot for the webinar- Register here:
forms.gle/BtKzLiUrMSyXfu…

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@mukul3762 Sir ye Trump syapa kar deta hai …. Titar ka bal hai uske
Indonesia

@aditya_kondawar It also means he will do nothing …. And war can end too 🤞
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Trump Speech takeaway -
- Ab Aur Dangal Karega - He said he plans to hit Iran hard over the next 2 to 3 weeks
- "Iran's navy is gone, and their air force is in ruins."
- Nothing about the ceasefire or stopping the operation; Just the same, Iran has been devastated
- He pitched the world to buy American Oil because America has lots of it
- The US will not import oil from the Strait of Hormuz in the future
- The US "will bring Iran back to the stone age."
Brent Crude up 5% at 106$; Gift Nifty down 519 points or 2.27%
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@Manojeet_Das @GauravC17144900 Batliboi is also an upcoming player. Scan it in case you didn’t . Thanks
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#Macpower latest thoughts by @GauravC17144900 sir.
Gaurav Chandra@GauravC17144900
My recent views on #cncmachines #macpowercnc on #valuepicker Invested and biased. Not a recommendation to buy sell or hold. Just my perspective as i see it today. Happy to hear alternate views and counter arguments and learn from each other. forum.valuepickr.com/t/macpower-cnc…
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@Manojeet_Das I had bought 3 lots @ 252 and price went up to around 650 but not sell anything was a mistake and today it’s half.
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#AlleTech available at 1.5x (Cash + Investments)
PE - 7.91x
CFO/OP - 100%+
Dividend paying
No debt
Strong balance sheet
Heads I win big, Tails I don't lose much type of bet. May take a small bet at 1-1.2x Cash (75-80 per share)
Disc: No buy/sell reco. Sharing views only.

Manojeet Das@Manojeet_Das
#AlleTech crazy de-rating 📉📉📉 The issue is growth visibility is missing. But even a slight hint of growth or cash deployment news can become a trigger here. Will this be a good buy at 1.5-2x Cash? Or a value trap, time will tell. Disc: Tracking. No buy/sell reco.
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It’s not the noise. It’s the signal.
Over the past week, we went through multiple editions of Business Standard, not to chase headlines, but to connect dots.
What emerged was far more interesting than any single news item.
A quiet shift in capital allocation.
Early signs of stress in pockets that were once market favourites.
Policy nudges creating second order opportunities.
And most importantly, a changing shape of the value chain across sectors.
At Zen Nivesh, we have compiled these scattered pieces into one coherent narrative. Not as news, but as insight.
Because in the microcap world, outcomes are rarely driven by one big event. They are built on a series of small, often ignored developments that compound quietly.
If you are willing to slow down, filter the noise, and focus on direction rather than distraction, the market starts revealing far more than it hides.
This weekly compilation is a small step in that direction.
Would love to know, what was one piece of news this week that made you pause and think differently?
Find it here:
drive.google.com/file/d/1Gb-0Lt…

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@SureshKBN Bottom line is that Trump ko paisa banana hai …. Baat hui hai ya nahin it’s indifferent …. Paisa ban Gaya 😎
हिन्दी

Unless Iran says talks r going on . We can not trust
Shivani0915@Prasann12190236
@SureshKBN A big lier !!!
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Bear Market is the best time to Study Future Multibaggers. Most small & midcap stocks have corrected significantly in this market.
I’ve analysed 15 small-cap/SME companies in the attached image that I found worth studying, with:
· Strong growth guidance
· Capex already in place
· Operating leverage kicking in
· Clear triggers for next 2–3 years
1. Aimtron Electronics
2. Influx Healthtech
3. Anondita Medicare
4. Prizor Viztech
5. Unihealth Hospitals
6. Connplex Cinemas
7. Techera Engineering
8. Krishna Defence
9. Emerald Finance
10. Venus Remedies
11. South West Pinnacle
12. ABS Marine
13. Spunweb Nonwoven
14. Indian Emulsifiers
15. CWD Ltd.
Important Disclaimers:
• All data points are based on concall notes, investor presentations, annual reports, company updates, or assumptions based on past performance for FY26 PAT and FY26 PE calculations.
• These numbers are estimates and can go wrong, so please do your own due diligence before investing.
• This is not a buy/sell recommendation
• To avoid unnecessary conflict, I have not considered what PE these companies may get — you can apply your own assumptions to calculate upside
• Any future equity dilution is not factored in
• The idea is to understand: How these companies can perform if they execute as per their guidance
How to Use This?
Use this as a starting point for research, not a stock tip.
Track:
• Execution vs guidance
• Margins & cash flows
• Order book conversion
If you want the downloadable Excel to play around with assumptions:
Follow (So I can DM you) + Comment “EXCEL” I’ll DM it to you.
If you found this useful…
Repost so more people can benefit. Helps others discover these businesses early
If this adds value, let me know — I’ll share another 15 such stocks in the next post.
Tagging a few folks who actively track SME & smallcaps and share great insights:

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The second coming of any theme rarely attracts the same curiosity as the first. By the time it reappears, the market has already explored the narrative, allocated capital, and mentally moved on to fresher stories. Discovery has been replaced by familiarity.
The theme itself may still progress in the real economy, sometimes even more meaningfully than before. But markets respond less to progress and more to novelty. By the second cycle, much of the excitement, positioning, and imagination has already been spent.
That is why back-of-the-envelope projections often disappoint. The arithmetic may still work on paper, but markets run on attention as much as outcomes. And attention, once exhausted, rarely returns with the same intensity.
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@sunrisersleeds Shame on you …. Boycott @sunrisersleeds … there is already negativity in your mind as you are saying play with fire
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For the first 10 years of my investing journey, I was focused on being right.
Focused on the 'process'.
As long as I was right, having a small position or one that didn't move the needle on my networth wasn't particularly worrying.
The fact that I could reason and form a thesis and see it play out well, was satisfying enough.
A multi-bagger? was an Ego boost.
But ego boosts don't win matches. They don't shape destinies.
For the first 10 years of my investing journey, "Its not whether you're right or wrong, but how much you make when you're right and how much you lose when you're wrong" was simply a quote.
Sure, I had had multi-baggers to my name but I wasn't going for the BIG HITS.
And I knew it.
When India won the T20 world cup, and Gambhir & SKY were on TV in the background dispensing their philosophy...
that's when it all connected.
The aha moment.
For the first 10 years of my investing journey, I wasn't playing to WIN, I was playing to NOT lose.
I wasn't going for the 260's
I wasn't going for the 300's
I was going for a high "Win rate" !
I wanted Ego boosts.
I wanted to be right.
But high win rates & ego boosts don't WIN (investing) matches, they don't shape destinies.
So, the next 10 years are going to be about going for the BIG HITS.
The next 10 years are going to be about shaping destinies.
The next 10 years are going to be about Playing to WIN not to NOT lose.
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