Vinit

@rajeshrm1510 @investorniti With NIB retail investor, I was not able to apply for retail lot. Hence, last option will work if you are applying for retail category

@investorniti Sir, Please help, which option to select from below to apply for BHNI category?

Last date, Final Update : 🌟 Laser Power & Infra Mainboard IPO - Kolkata-based integrated manufacturer of power cables, conductors and other specialised products and components, EPC in power distribution sector - Decent Financials - Decent Valuations - Decent Demand - GMP +13% - I am applying ✅ although review says 50-50, but fair valuations and demand, can give listing pop - Preference for easy allotment chances : Retail > BHNI > SHNI Brief review : 🔸200 Cr OFS out of 742 Cr issue size, obviously not very likable as such. Yes 490 Cr out of fresh issue will be used for debt payment which is good. 🔸Installed capacity up from 62000 MT to 85448 MT last 3 years, though utilisation hasn't caught up, at 61% down from 85% 🔸Revenue declined in FY26 although profitability was high, but not from operations, it was an exceptional item ~33Cr, which is 22% PAT from FY26, the reason for that sharp increase. 🔸Operating cash flow -119cr for FY26(positive in previous 2 years), covered by 213 Cr net financing inflows. 🔸Borrowings jumped 87% in a year, D/E : 1.10 🔸Receivables 787 Cr Fy24 to 1375 FY26, receivable days 145 to 196 🔸Blacklisting/Debarment: 2019 : Uttar Pradesh Power Corporation 2022 : Manipur State Power Distribution Company Rajasthan tender loss where the rejection cited "a prior debarment" A company selling majorly to state DISCOMs, this is not what you expect! 🔸The Good Part : Valuations are fair ✅ at ~20 P/E compared to peers who are fairly high and despite all these challenges company has a strong order book which grew from 2317 Cr to 3243 Cr from Fy24 to Fy26 Concluding, can give good listing gains and short pop because of attractive valuations and strong anchor. For long term, needs to see how company does in next couple of quarters. 🌟 Devson Catalyst SME IPO - Manufacturer of catalysts, adsorbents and ceramic balls used as key materials in various industrial processes - Decent Financials (a little exaggeration, but still fine) - Decent Valuations - Very Good Demand - GMP +35% - I am applying ✅ - Preference for better allotment chances : BHNI > SHNI > Individual (2 lots) 🌟 Happy Steels SME IPO - Integrated manufacturer of safety-critical, forged and machined transmission and driveline components, caters to on highway, off highway, EV and defence applications. - Decent Financials - Decent Valuations - Decent Demand - GMP +15% - I am waiting 🟡 for demand confirmation and also what scope i have after applying in above 2 IPOs - Preference for better allotment chances : BHNI > SHNI > Individual (2 lots) for those already applying. - Update at 3-3:30 PM *** Disclaimer : This review is for educational purpose based on RHP filed by the company. All the details are public and analysis of the same is done to give readers insights of my understanding. Kindly do not consider this update as an investment advice. #IPOAlert #laserpoweripo

@Pavanasoonu Sir, people in AI field are having good opportunities currently and these people might be the exception but for all others in IT field, salary increment might be minimal

Salaries in private sector aren’t going to increase any time soon.

@DietDrsayajirao If possible can you share how much was it before starting paneer diet daily ?

My blood lipid report after regularly consuming 350 g full-fat paneer daily: Total Cholesterol: 181 LDL-C: 104 HDL-C: 68 Triglycerides: 52 TG/HDL ratio: 0.7

@priyanshh32 By the color, it looks like it’s Whitefield

this hidden gem is only 100KMs from Bengaluru

@nakulvibhor @nakulvibhor bhai - if you are vegetarian, then it’s somewhat difficult to get required protein. I will suggest please try Amul why protein or from food pharmer “OnlyWhatsNeeded” brand. Both are quality and clean product.

Anyone on my timeline into health and fitness Recently have started gym and mostly Gym members are taking protein, supplements etc 1- it is really important to take protein? And if yes which one? Have a lot of doubts on this, if anyone is into please drop in comments or DM Thank you

@chiragbarjatya Except Mixability, whey from Amul and “onlywhatsneeded’ are excellent in mentioned quality metrics. Need to know what is extra special in 8k product which is missing in above two brands before even thinking of buying it

I have a question to all the whey users out there. If currently you are paying 5k for a whey, would you pay 8k if the quality is better than your 5k whey? Quality metrics - easy on gut, better digestion, mixiability and clean product. (Please don’t engage if you don’t consume whey)

@MandrakeMI6 @mmpandit If that’s the case, then we shouldn’t listen to any of the speech and ideology as those were for specific people listening at that moment

Sir, Swami Vivekananda had Maa Kaali inside his Siras , the words of him are predominantly the words of Jagan Mata. Mere mortals cannot validate them . Many times he had corrected his own words for a better approximation and many things he didn’t divulge it outside for all obvious reasons. When he preaches we must be wary of on whom he’s addressing. He was well aware when to speak , where to speak and what to speak, if any individual can grasp some pointers from his wisdom that’s applicable only to him/her that would help the individual to evolve.

The great Swami Vivekananda, says some of those things, BUT take it from me (and whoever tests these things), that 1: whatever you throw into an eclipse will magnify it. If you don’t fast during an eclipse then you cannot do mantra sadhana. If you have sex during an eclipse, your lust will increase in spades, you have lots of food in an eclipse, your hunger for food will increase and sleeping during an eclipse will increase sleep. 2: Russian scientists in 1960’s/1970’s conducted experiments that showed that there is a decrease in gravity at eclipse sites (this minimal difference is what allows a stone pestle to stand upright during an eclipse). 3: Nazar is pretty much accurate as well and Kala jadu is there virtually at every place and not just in India but in Middle East and subcontinent as well as Malaysia, etc. So… it is easy to comment but for those who experiment instead of just commenting on X … there is a reason why these things are there. What Swamiji means is to not go overboard with Astrology and gemstones … etc.

@volklub Thank you @volklub for the reply

@vinitk25 Hi! Victoris AT 1.5 NA mid or GV AT 1.5 NA should be your car If features are needed, get Brezza ZXi AT Check Elevate CVT V tooo

Brezza Misses Out on Benefits 😞 With the GST slab reduced from 28% to 18% on sub-4m cars with up to 1200cc petrol and 1500cc diesel engines, models like the Nexon, 3XO, and Venue will see significant benefits for customers. However, this advantage does not apply to the Brezza, which continues to fall under the 40% slab due to its 1500cc petrol engine. It’s still one of my favourite cars, and it will be interesting to see how it manages to hold its ground in the competitive sub-4m SUV segment.

@kirubaakaran @zerodha @kirubaakaran - it is considering eternal as special chemical sector !!

Rise of Ai could destroy lot of careers in next 5 years, biggest impact will be for Investment Advisors & Research Analyst. I just used @zerodha MCP + Claude AI to analyse my portfolio and suggest what needs to be done. I was amazed by its output. Here's how you can do it

@dr_ragu_ @ChekrishnaCk I asked above questions as you have stated Tamil scriptures so thought of understanding them better. But you are taking this in different direction. If you don’t know then it’s fine, I will try to check with someone who knows about it

@vinitk25 @ChekrishnaCk Forget about tamil scripts, why was ur ram having bow and arrow? To kill humans and eat?

This is why we need to ban these BJP bhimarus entering south India.

@dr_ragu_ @ChekrishnaCk Bali pratha is different and I believe they are limited to specific temples. What about general practice of consuming meat and entering all the temples ? Do we have any ancient Tamil scriptures advocating it or allowing it. Just trying to understand

@vinitk25 @ChekrishnaCk It was always there. Every tamil temple has balipeedam (sacrifice area) which is dedicated for cutting animals.

@dr_ragu_ @ChekrishnaCk Hello @dr_ragu_ - was this prevalent in the past or it has started from last few decades ? Also, is this acceptable as per few books you have quoted ? Just wanted to understand it better bro

@ChekrishnaCk These clowns dont know history of madurai! People will riot if mutton is banned, eating mutton and visiting temples is very common in southern tamilnadu.

@VVVStockAnalyst Done 👍

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@Pavanasoonu Thank you @Pavanasoonu for answering 🙏

@vinitk25 3rd Eye? The 2 eyes we have is not enough? Please do not get into all this. Get a guru to teach you.

Meditation is the state where we stop worrying that the world is full of problems and you must be there to solve them. #Meditation #SPIRITUAL Good night folks!!!

@mmpandit Pranam @mmpandit . If we keep silence then they might think we are weak and we are accepting that we are wrong so we are silent. How to deal with it

Pranaam. QT’ing for benefit of others. In my humble opinion, for Ketu, Mahaganapati homa and Sankatnasha stotra patha x 40 daily can work pretty well. Chandi path is good and so is Bala. I am taking a bit of liberty here to say my thoughts aloud but for healing a strained relationship two components are necessary: 1: To be able to keep silent as much as possible from the man’s side (only as being the Shiva tattwa you must be able to keep calm). 2: To adjust and promote adjustment through negotiation. For this you have to find out what your other half likes… humans are only human. Finally: One more remedy in Tantra shastra from my Nath tradition: take 21 red roses and offer them to Mahaganapati at the same temple (it needs to be an old Jagrut Ganesha temple) for 21 Tuesdays and say ‘O Mangalmurti, please heal my relationship and make our Mangal compatible to one another’. This last may or may not work because it depends on too many factors. But you can try it and see.

@mmpandit Pranam sir !! Then why many people who want to destroy temples are born in India ? Also, if India is such a spiritual place why many spiritual seeker leave and settle abroad for money and good life !! Jai Shree Rama 🙏

The Russians and Ukrainians (many of them but not all) smell a scammer from miles away. They recognise the language of the heart and may not run behind huge followings. Whereas Indians (quite a few) sometimes lack the critical thinking required to separate scammers from the genuine. Even in Jyotish, KN Rao’s following in former Eastern Europe and Russia is legendary (because it requires deep thought and an attempt at learning the Shastras). BUT, of course, nobody can come to the level of an Indian who has put heart and mind into the Shastra of pursuit of the Devatas. We Indians are born to do that and nobody can take that away from us (as long as there is a genuine attempt and a few decades are spent in pursuit of ‘THAT’). Even our half baked half deluded ones become ‘famous’ as you see nowadays. Of course the really great ones like Swami Vivekananda and Dyaneshwar also find a following in the West, each for different reasons. And then of course one must remember that our Deities are very kind and they send genuine emissaries like Srila Prabhupada to give even the most difficult of them all ie. Krishna and Radha to a Western audience… who …. mind it… see their understanding of Krishna, understand it far better than some of our Indians. Why? Because, they were devotees of those Devatas in a former birth, maybe they made some small errors or indeed got reborn in lands where pleasure is the norm (due to good deeds) and then as the Gita says… they have to be given the chance to worship once again from where they left off in that past birth. And here we are now. This shows that there is no limit to a Deity’s compassion… Indians are running behind Starbucks and Black Label and the Westerners are coming to Hinduism. Sab MahaMaya ki kripa hain!

@Prakashplutus @Prakashplutus sir do you have any course or seminar like on vivek Bajaj channel. Searched a lot but didn’t find any

Summary of my Jaipur speech: I am trying to bring down my portfolio aggregate forward PE below 25 & forward PEG less than 1.7 . We are in for some Consolidation & correction in overhyped stocks . Focus on earnings/ numbers , not on story . Sectors where still some margin of safety left are : Banks Chemicals Oil & Gas Metals