sunil
2.9K posts
One of the craziest results of this season🔥😳
Profit exploding → 3X
Cash flow exploding → 3.7X
EPS exploding → 3X
Margins exploding → 28% to 47% 🔥
This is what happens when a company enters beast mode.
And the scary part?
PE is still just 7 🙂
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Tired of doing the same boring LinkedIn job search, connection requests, and referral requests every day?
I was too, so I built a Claude code plugin that handles it for me. In 3 months it helped me send 200 applications, get 70+ referrals, land 20 interviews and 6 offers, and a great new role at @Snowflake .
It pairs a simple job tracker with @claudeai code Desktop and the Claude Chrome extension to help:
• Finds and ranks new jobs daily
• Flags referral-needed companies
• Tracks applications, referrals, deadlines, and priorities
• Drafts and sends referral DMs from your resume
• Guides LinkedIn outreach without spreadsheet chaos
The goal is simple:
Spend less time doing repetitive LinkedIn tasks.
Spend more time preparing, interviewing, and talking to the right people.
Repo: github.com/FarzamHejaziK/…
Want the plugin that automates the entire application flow, including submission?
Comment "CLAUDE" and I'll DM it to you.
GIF
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Anyone interested in learning price action with all details/real chart with real price levels/patterns/base ? If yes then follow me on instagram 😍
I m going to post stock specific chart analysis with all details including trading psychology. Don’t miss out 🤗
Keep learning!!!! 🏆
My instagram link-
instagram.com/ranu5rs?igsh=d…
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@InvestInMicro Just add the cashflows also to the mix BCOS irrespective of results mkt is valuatingbthe cashflows and it's predictability for next few years
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🔥 Solid Results Posted by Companies So Far 🔥
1. Sunlite Recycling Industries (PE - 16)
Revenue +116% YoY || PAT +271% YoY
2. Purple United Sales (PE - 22)
Revenue +267% YoY || PAT +233% YoY
3. Parmeshwar Metal (PE - 10)
Revenue +50% YoY || PAT +229% YoY
4. Eco Recycling (PE - 39)
Revenue +90% YoY || PAT +225% YoY
5. Divine Power (PE - 48)
Revenue +83% YoY || PAT +200% YoY
6. V-Marc India (PE - 25)
Revenue +100% YoY || PAT +178% YoY
7. Hemant Surgical Industries (PE - 28)
Revenue +188% YoY || PAT +160% YoY
8. Websol Energy System (PE - 15)
Revenue +132% YoY || PAT +158% YoY
9. Prizor Viztech (PE - 35)
Revenue +165% YoY || PAT +150% YoY
10. Maxvolt Energy (PE - 19)
Revenue +178% YoY || PAT +140% YoY
11. Vision Infra Equipment (PE - 12)
Revenue +30% YoY || PAT +132% YoY
12. Lloyds Engineering Works (PE - 51)
Revenue +113% YoY || PAT +130% YoY
13. Sunita Tools (PE - 70)
Revenue +118% YoY || PAT +104% YoY
14. Macfos (PE - 45)
Revenue +63% YoY || PAT +101% YoY
15. Veefin Solutions (PE - 39)
Revenue +339% YoY || PAT +100% YoY
16. Apex Ecotech (PE - 15)
Revenue +137% YoY || PAT +100% YoY
17. Patil Automation (PE - 23)
Revenue +60% YoY || PAT +100% YoY
18. MSAFE Equipments (PE - 13)
Revenue +38% YoY || PAT +100% YoY
19. iWare Supplychain (PE - 24)
Revenue +200% YoY || PAT +88% YoY
20. Aimtron Electronics (PE - 48)
Revenue +75% YoY || PAT +86% YoY
21. Kwality Pharmaceuticals (PE - 30)
Revenue +35% YoY || PAT +79% YoY
22. Concord Control (PE - 62)
Revenue +67% YoY || PAT +78% YoY
23. Yash Highvoltage (PE - 56)
Revenue +58% YoY || PAT +76% YoY
24. Desco Infratech (PE - 11)
Revenue +108% YoY || PAT +67% YoY
25. KP Green Engineering (PE - 15)
Revenue +65% YoY || PAT +67% YoY
26. Waaree Renewable Technologies (PE - 21)
Revenue +131% YoY || PAT +66% YoY
27. Fabtech Technologies Cleanrooms (PE - 24)
Revenue +62% YoY || PAT +62% YoY
28. Sugs Lloyd (PE - 10)
Revenue +58% YoY || PAT +55% YoY
29. KRN Heat Exchanger and Refrigeration (PE - 85)
Revenue +36% YoY || PAT +53% YoY
30. Genus Power (PE - 16)
Revenue +63% YoY || PAT +40% YoY
31. LT Elevator (PE - 24)
Revenue +76% YoY || PAT +37% YoY
32. Jay Bee Laminations (PE - 11)
Revenue +54% YoY || PAT +36% YoY
33. Ideaforge Technology
Revenue +605% YoY || PAT turnaround from (-26 Cr loss) to 60 Cr profit
34. Digikore Studios (PE - 6)
Revenue +146% YoY || PAT turnaround from (-10 Cr loss) to 7 Cr profit
Which stock from this list are you holding right now? 🤔
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93 Cr → 301 Cr in just 2 years
Profit almost 3x.
EPS doubled.
Now targeting 1000 Cr Revenue by FY29✅
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I just mass-released 2 Claude resources for Finance.
Comment "CLAUDE" and I'll send them to you for free.
Companies pay me $10,000+ for workshops where I teach AI for Finance.
I've seen finance teams spend weeks trying to figure out Claude on their own.
Watching tutorials. Testing random prompts. Getting mediocre results.
No one gave them a structured way to use Claude for real finance work.
That's what this bundle is:
The exact playbook and cheat sheet I wish every finance team had from day one.
Here's what's inside:
📘 Claude Finance Playbook
→ How to use Claude in Excel to build financial models faster
→ How to use Claude Voice Mode to work on finance from your phone
→ How to create an interactive scenario planner for faster decision-making
→ Security, compliance, and quality control standards for finance teams
→ Step-by-step prompts you can copy and use today
📋 100 Claude Tips (cheat sheet)
→ 25 Claude in Excel tips (formulas, variance analysis, scenario modeling)
→ 25 Claude Cowork tips (batch automation, research synthesis, file management)
→ 25 Dashboard tips (KPI scorecards, board-ready P&Ls, interactive dashboards)
→ 25 best practices (CSI+FBI prompting, extended thinking, web search)
Why Claude specifically?
Most finance teams I train are using ChatGPT or Copilot.
But Claude is quietly becoming the tool of choice for serious financial analysis:
→ Cell-level citations in Excel
→ Projects that keep your context clean per client
→ Cowork mode for long-running automation tasks
→ Extended thinking for complex scenario planning
I built these resources because I kept getting the same question:
"Nicolas, how do I actually get started with Claude for Finance?"
Now you have the answer.
Comment "CLAUDE" below and I'll send you both resources.
🔁 Repost if your finance team needs to see this!
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HindCopper now up 11.5% 🔥🔥
Totalling to 13.5%+ gains.
A 9/10 setup that i was unable to skip as it followed all the Valvo Parameters except the overall market being strong which was compensated by Metal index strength
One good trade in making
Volatility Volume and Value@VVVStockAnalyst
#NewPosition - Long in Hindustan Copper @ 552 After a fairly long time of not making any large positions in Equity. This was a 9/10 setup that ticked all the boxes we use at Valvo ( Only overall market strength was missing but backed strongly by sector & commodity rally ) Our latest scoring model also aligns with the same Decided to make a 10% size position today in HindCopper adding to my already existing 2.5% testing size Im holding since a week Disc: Not a buy/Sell Reco, please dont copy my trades, you will end up making a loss.
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Aaryan on Netflix....super watch...
Plot: How can a serial killer keep killing people after he dies....very interesting and gripping movie
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Sometimes the stock market gives you an opportunity almost too good to believe
But…….
The stock is a SME
Sector is out of focus
And it’s fallen to suspiciously low levels
Question is, do you still go ahead and buy it ?
#StockMarket
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Revenue~ 7x 🔥
PAT~ 10x 🔥
Multibagger In Making ‼️
Do 500 Likes & 200 Reposts 🔂
Don’t forget to follow @Portfolio_Bull to know the name.
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sunil retweetledi
Below points may help some investors who still do not have clarity on “Why for Indian EPC companies H2 is stronger than H1”
For e.g. Why Power EPC companies can’t just say ‘We have lot of orders, let us execute round the year at same high speed’.
(RT for Max reach)
The H2 skew stems from a combination of seasonal, operational, and structural factors.
▶️Monsoon Disruptions in H1: The southwest monsoon (June-Sept) severely hampers outdoor EPC activities, which form the bulk of power projects. Heavy rains cause site inaccessibility, flooding, and safety halts in key regions including North India and Maharashtra. This delays milestones such as tower erection, cable laying, and foundation work, resulting in lower revenue generation and billings. E.g. Recent Nuvama report on power sector said “Power sector Q2FY26 preview: Monsoon dims demand; NTPC & Tata Power set for weak quarter”
·▶️Impact on Execution: Machinery operations slow, and material transport (e.g., steel, conductors) faces road closures. Early or prolonged monsoons exacerbate this. Whereas above-normal rainfall shortens the summer and reduces power demand, indirectly affecting EPC timelines.
▶️Fiscal Year-End Acceleration: This prompts a surge in project completions to meet budgetary targets. Central and state govt clients like Power Grid, GETCO expedite approvals and payments in Q3-Q4, boosting execution.
▶️Execution Back-Loading: Orders awarded in H1 often see peak activity in H2 as initial hurdles clear. Further "March rush" can contribute 30-35% of annual revenues in Q4 alone for some firms especially the smaller ones like Rajesh, Viviana.
▶️Capex Momentum: Union Budget allocations (February) release funds post-April, but actual tendering and mobilization ramp up later, favoring H2.
▶️Labor and Resource Availability: Post-monsoon, migrant workers return from rural kharif farming, swelling on-site manpower. H1 faces shortages during peak agricultural seasons and pre-monsoon heatwaves (April-May), which limit shifts.
▶️Productivity Boost: Cooler, drier H2 weather allows longer daylight hours and extended operations, enabling scale efficiencies and higher margins (often 100-200 bps improvements seen in Q3/Q4!)
Next time, when someone incorrectly compares H1 to H2 for EPC Companies. - Remind these points!
#RajeshPower #VivianaPower #Bondada #OrianaPower #KPIgreen #KEC #AlpexSolar
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@equities_samjho This will be the question most of us would be asking for their shares in PF :-). Good results are punished left right and centre. Look at KPEL/KPGEL/KPI /Danish Power..etc..
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🚀 𝗠𝗮𝗰𝗵𝗶𝗻𝗲 𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗡𝗼𝘁𝗲𝘀 (𝗛𝗮𝗻𝗱𝘄𝗿𝗶𝘁𝘁𝗲𝗻 𝗣𝗗𝗙)
Master the core of 𝗠𝗮𝗰𝗵𝗶𝗻𝗲 𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴 —algorithms, models, training, evaluation & real-world examples. Perfect for interviews & AI enthusiasts! 🤖📊
📘FREE for the first 500 people!
1. Like & Repost
2. Comment “ML”
3. Follow (so I can DM you)
💡 The future is machine learning, start learning today!
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@ashwinishukla13 @TheTradingwolf0 Just query screener and you will get it..
Sales last year > 432 AND
Sales last year < 435... BTW it is australian premium solar n dont just go by what anyone says .. n check what this company is doing better 20+ other listed player nmost importantly dont go by past results
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This company reported 1200% Profit growth😳
🌞 FY26 Guidence:
•Revenue projected at ₹750–800 Cr
•PAT expected at ₹75–80 Cr
🔜Company is silently building a ₹2,000+ crore solar empire in India ⚡
Retweet |Like & Follow➕ to get name in DM📩
𝐅𝐫𝐞𝐞 𝐓𝐞𝐥𝐞𝐠𝐫𝐚𝐦 👇
t.me/TheTradingwolf…
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@reachanandl does it get the sme prices as well ? i tried it did not work
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Dear friends,
This Diwali has been different for me. I had to be hospitalized due to malaria, high fever, and a drop in platelet count. I was discharged just a few hours ago. I had never celebrated Diwali sitting in a room, watching fireworks through the window. For the first time, I truly felt how hard it is when you're unable to celebrate your biggest festival.
Salute to our armed forces — they have been serving for years without celebrating Diwali with their families.
Jai Hind
Wishing everyone a very Happy Diwali.
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@Anil_Tulsiram @varinder_bansal can you share the last 3 years year by year CAGR from 2022 onwards .
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I highly recommend taking advantage of this offer and exploring the research of Omkara, led by @varinder_bansal. I’ve been a subscriber for the past couple of years, and Varinder’s investing style—avoiding overpaying for growth—resonates strongly with me. For me, it serves as a valuable research assistant. omkaracapital.in/diwali-offer
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