Karan Manek

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Karan Manek

Karan Manek

@karankmanek

RTs for Personal Use.

Madurai Katılım Eylül 2010
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Karan Manek
Karan Manek@karankmanek·
List of Events which might trigger the Markets downside next year: 1. Student Loan Debts in USA 2. Russia/ Ukraine Situation 3. China/ Taiwan Situation 4. UK - Raising Cases of Corona 5. Inflation 6. Debt Ceiling - USA 7. China Real Estate Bubble 8. Crypto Regulations
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Beat The Street
Beat The Street@BeatTheStreet10·
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
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Nitin R
Nitin R@finallynitin·
Bookmark this anti-FOMO manifesto that I'm giving you for free & read it every morning till the last trading day of your life. ⦿ I have made peace with the fact that I have neither the capacity nor the need to capture every upmove in the market. ⦿ I like to trade only proper constructive setups, & not enter here-&-there in the name of what kind of structures are trending currently. ⦿ If the stock goes up without giving me a tradable setup, let it go; it was never mine in the first place. ⦿ I will allow myself to feel FOMO only when I actually miss a setup that met my tradability criteria, either due to a deficiency in my scanning or in my execution. The result is immaterial. Even if the stock had later hit my stoploss, and it was a setup worth trading (under appropriate market conditions), it was a miss on my part. ⦿ I don't care what this world thinks about me, because I don't think anything about it. I judge myself not by the quantum of money I earned, but whether my approach was process-driven or not.
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Manan Agarwal
Manan Agarwal@manan_0308·
Spent too many weekends (and way too many tokens) on a handful of AI side-projects. Finally gave them a home on my site. mananagarwal.in/ai-tinkering/
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Samir Arora
Samir Arora@Iamsamirarora·
See this interview. Paul is not only one of the greatest macro traders but also a great person. I am proud to call @ptj_official my friend.
Patrick OShaughnessy@patrick_oshag

My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha. He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life." He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett. But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them. Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does. Enjoy! Timestamps: 0:00 Intro 1:00 The Kindest Thing 13:19 Trading vs. Investing 17:33 Lessons from Warren Buffet 22:24 The Existential Risks of AI 29:54 The Nature of Trading 31:46 Bitcoin 35:55 Bubbles 42:08 A Day in the Life of PTJ 46:00 Information Overload 47:07 Passion for Markets 50:49 The Robin Hood Foundation 54:18 The Workless World 56:03 Journalism 1:00:00 Principal Components of a Great Life 1:05:06 Kill Them With Kindness

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Justin Skycak
Justin Skycak@justinskycak·
"Your lack of urgency is wasting your potential."
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Justin Skycak@justinskycak

The #1 killer of dreams is not lack of potential, but rather lack of urgency.

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SV_Techie
SV_Techie@sv_techie·
I am not a huge fan of Chamath. But he absolutely is spot on with 👇line of thinking.
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Aravind
Aravind@aravind·
"Vijay (with a personal net worth of Rs. 650 crores) will personally give Rs. 2500 each to 3 crore women in TN." "Modi opened an Adani built airport for Rs. 1500 crores. Why doesn't he give Rs. 1 crore each to 150 crore Indians and make everyone rich?" This is the level of many Indian youngsters. Now, the problem I see is, SM platforms (especially Meta ones) are full of these emotional youngsters from India, with scientifically proven lower IQ than their previous generations, who are being psyoped and programmed by India's adversaries - Deep State West, GLISCO-DS, Pak, China etc. To cultivate them as a potent anti-India force inside India. And India is unfortunately doing very less as a country to prevent this. It requires state level resources to fight the psyops and programming of India's youth via SM by nation-state adversaries. And to re-guide them in national interests, no matter whatever their political or ideological views. x.com/Athreyada_offc…
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Prashant Shah
Prashant Shah@Prashantshah267·
Relative Strength (RS) chart highlighting the strong outperformance of the Mid-cap, Small-cap and Micro-cap segments against the benchmark. On the higher timeframe RS charts, all three segments are showing strong formations indicating the possibility of a strong bullish phase ahead. These RS charts started turning positive during Feb and early March when market sentiment was still weak and fearful. This was one of the earliest signs of strength returning after nearly 1.5 years of consolidation in these segments. Since the Nifty bottom on 2nd April 2026, nearly 618 stocks out of the top 750 have outperformed the index. Nifty with ~8% return since then is a most underperforming index on NSE. This indicates that the current rally is broad-based.. a sign of healthy market momentum. At the same time, market breadth indicators suggest some short-term exhaustion. Breadth readings in the Micro & Small-cap indices are now above 75% which may lead to a temporary pause (price or time correction) in the near term. Knowing this helps identify which market segments to focus on.. and when to stay away. But in practical execution, I have seen timing and disciplined execution remain difficult for most people. Momentify portfolios are nice way to participate in such trends.
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Nirav S. Karia
Nirav S. Karia@caniravkaria·
Worth studying ahead 📚 📚 Vikran Engineering....Cmp 76 Company is into EPC of Power Transmission and Distribution and Water Infrastructure Weekly Gap at 84 level Strongest resistance of 94 levels Promoter increasing stake at Rs.68/- in February 2026 Mcap is 1400 crs only as on March 2026 with PE of 14 Cash of 500+cr in hand as Sept 2025 (figures needs to be updated by @screener_in) Order book as on December 2025 is 4970 crs (approx) out of which there was cancellation of order from Carbonminus Maharashtra One Private Limited worth Rs. 1,641.91 crores post detailed internal review, reflecting the management’s strong commitment to prudence, risk assessment, and long-term strategic alignment. As per below image, Co is claiming to have 4700 crs order book as on 13th February 2026. Fresh order:- Company received ₹530.80 CRORE ORDERS FROM MSEDCL FOR POWER DISTRIBUTION ENHANCEMENT PROGRAM; CONTRACTS INCLUDE NASHIK AND KOLHAPUR ZONES; WORK TO BE COMPLETED IN 21 MONTHS Vikran Engineering Commissions Second Solar Plant, Scales Distributed Renewable Push Under PM-KUSUM Purely for educational purposes only Not a recommendation Not holding and hence not biased
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Ritesh Jain
Ritesh Jain@riteshmjn·
Another fantastic piece by Nuvama team. They call it Finance or Factories? I call it short wall street and long Main street How to invest in this "Brave new world?
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Nitin Verma
Nitin Verma@itsnitinverma·
Power of concentration 💪
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Luc
Luc@investingluc·
Rotation people!! How to spot it: Think back to january...we witnessed a HUGE rotation from software into semiconductors. Thinking logically...that big $$$ that rode semis to ATHs is going to eventually take profit and rotate elsewhere. Not saying the semiconductor run is over, but software seeing some renewed strength makes me think we're in the early stages of a short term rotation out of semis. The question is...into where? First, how can you tell when rotation is happening? - former leaders stop reacting well to good news - relative strength starts shifting - watching major ETF flows (see screenshot) - leadership narrows before rotation (1-2 stocks carrying the whole theme) - new narrative emerges + sexier story - expansion happening in a different theme The caveat is don't be too early to rotate out of the strong theme...wait for confirmation of weakness + lower highs. Some sauce: > go to finviz > make a watchlist of all the top ETFs > rank by performance (week, month, Q) > see where the strength has been on longer timeframes > see where the strength is starting to appear on shorter timeframes Gives you an idea on where $$$ has been + where $$$ could be rotating into...so you can focus some attention to potentially find the next leading sector.
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Satpal Singh
Satpal Singh@vsvicky_·
Mathew Cyriac Entered a new sector: Home Decor & Infrastructure. 🔥 Entered in Nitco Ltd at ₹95.05/share. He bought the entire chunk from Rashi Fincorp, who exited a 0.96% stake. Meanwhile, Nitco’s real story From ₹660 Cr loss to almost breakeven Now focusing on expanding its retail reach. The real jackpot bet is the ₹6,000 Cr HOABL project. He mostly buys at Inflection Points, is this a turnaround?
Satpal Singh@vsvicky_

Mathew Cyriac Raises stake in ZIM Laboratories from 11.84% to 19.34% 🔥 Added 47.64 lakh shares via preferential allotment, taking total holding to 1.03 crore shares. He isn't a "Promoter" on the screen, but with a 19.34% stake, he is the "Shadow Boss" of the company. Pure concentration play.

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Jay McHale
Jay McHale@mchale_in_flow·
Meditation is not just relaxation. Huberman cites a 13-minute daily practice that improved mood, sleep, cognitive ability, focus, and memory after about eight weeks. The useful reframe: every time your mind wanders and returns, you are training the rep.
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ₕₐₘₚₜₒₙ
ₕₐₘₚₜₒₙ@hamptonism·
The productivity moat is shifting. It's no longer about what tools you use. It's about whether your AI actually KNOWS you. Memory. Personalization. Secure compute. Own email. Now we have companies building the first real personal AI that evolves with you over time. 

This is the direction everything is heading. It’s so clear now
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Miles Deutscher
Miles Deutscher@milesdeutscher·
This is pure gold. Marc Andreessen's custom system prompt that makes any LLM 10x smarter. You'll want to save this:
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Gaurav Dalmia
Gaurav Dalmia@gdalmiathinks·
Interesting piece in the New York Times.
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