Mukesh

🙈🙉🙊

[Mukesh @FinTech22]

Swaraj Suitings
- Incorporated in 2003
- Business: Textile Mfg (Yarn Dyeing, Weaving, Processing, Finishing of Fabric, & Development of Denim & Cotton Fabrics) & trading.
- Mfg Units: 2 in Bhilwara (Raj.) & 1 in Neemuch (M.P.). 1 additional Unit is upcoming in Neemuch (M.P.)

[Rubab Ai @AiWithRubab]

🚨BREAKING: PEOPLE KNOW WHEN YOU'RE USING CHATGPT AND CLAUDE.

The structure, the tone, the excessive polish. It all gives you away.

7 prompts that fix this:

[Intrinsic Compounding @soicfinance]

Power T&D value chain in India

Source - Incred Research

[Mukesh @FinTech22]

@RahulArya7 @Arghyadip99 ShriTech

[Mukesh @FinTech22]

@ThetaVegaCap For Goodluck, is it a retest after BO?

[Pankaj Jain SEBI RESEARCH ANALYST @EyeOn_Trade]

🍭 मान लो तुम टॉफी का बिज़नेस करते हो

तुमने 100 टॉफी खरीदी और बेचनी शुरू की।

1️⃣ Debtor Days (पैसा कब मिलेगा?)

तुमने दोस्त को टॉफी दे दी, लेकिन वो बोला:
👉 “मैं पैसे बाद में दूँगा”
पहले: 2 दिन में पैसे मिल जाते थे

अब: 10 दिन बाद मिल रहे हैं
👉 मतलब: तुम्हारा पैसा फँस गया

2️⃣ Inventory Days (स्टॉक पड़ा हुआ)

तुम्हारे पास टॉफी पड़ी है:

पहले: 5 दिन में बिक जाती थी
अब: 15 दिन तक पड़ी रहती है

👉 मतलब: माल बिक नहीं रहा / demand slow है

3️⃣ Cash Conversion Cycle (CCC)

अब सोचो पूरा cycle:

टॉफी खरीदी
बेची
पैसे वापस मिले

👉 पहले पूरा काम 5 दिन में हो जाता था
👉 अब वही काम 30 दिन ले रहा है

💣 अब समझो असली problem

अगर पैसा जल्दी नहीं आएगा तो:

तुम नई टॉफी कैसे खरीदोगे?
फिर तुम क्या करोगे?
👉 उधार लोगे (loan)

⚠️ यही कंपनी में हो रहा है
Debtor Days ↑ → पैसा अटका
Inventory Days ↑ → माल अटका
CCC ↑ → पूरा सिस्टम slow

👉 मतलब: Business cash खा रहा है, दे नहीं रहा

“Profit दिखाना आसान है…
Cash बनाना असली खेल है”
अगर कंपनी बोल रही है:
👉 “हम profit में हैं”

लेकिन:
👉 पैसा account में नहीं आ रहा
तो समझ जाओ ⚠️

“जिस बिज़नेस में पैसा घूमने में ज्यादा समय लगे, वो धीरे-धीरे कमजोर होता है”

[Rahul Kumar Das @Rahul_Invest]

https://t.co/r46hMOtl9N

[Mukesh @FinTech22]

@Noorulipo Part time Economist during Budget session
Every day Financial Analyst
24 hour Addicted to Mobile

😁

[Vivek Mashrani, CFA @MashraniVivek]

It was 4 pm at a plush Wealth Management office in Nariman Point, Mumbai.

Arjun, 40 years old, a high-frequency trader from London, walked in straight from the airport. He was wearing a bespoke suit and carried two iPhones that buzzed incessantly with market alerts. His father, Vishwanath, a retired government clerk, had passed away a week ago.

Arjun looked at his watch. "I have exactly forty minutes. I need to liquidate my father’s portfolio, sign the probate documents, and head back to the airport. I have a major opening on the London Stock Exchange tomorrow."

Vikram, the family’s long-time financial consultant, sat across from him. He had a thick file ready on the desk.

"Arjun, your father was a very disciplined man," Vikram said softly. "He started investing with me thirty years ago."

Arjun tapped his fingers on the mahogany table. "I’m sure he was. But let’s be realistic—he was a clerk. How much could he have saved? Five lakhs? Ten? Just give me the total Net Asset Value (NAV). I’ll sign the papers, and you can wire the money to my UK account. I don’t have time for a presentation."

Vikram didn't open the digital spreadsheet. Instead, he handed Arjun a small, old-fashioned leather diary and a single envelope.

"Your father told me that on the day you come to 'collect' your inheritance, I should give you this first. He said the numbers won't make sense without the words."

Arjun sighed, visibly annoyed, but opened the envelope. The handwriting was shaky, the ink slightly faded.

"Dear Arjun,

I know you are looking at your watch right now. I know you are calculating the 'opportunity cost' of sitting in this office instead of a trading floor.

Son, I watched you grow up. I watched you turn into a man who knows the price of everything but the value of nothing. You always told me, 'Dad, money makes money.' But you forgot that money is also supposed to buy time.

In this folder, you won't find a massive fortune. You will find something else. I have invested in 'Time.'

Every year, instead of buying a bigger car or a luxury watch, I bought 'Freedom.' I have cleared the mortgage on our ancestral home. I have set aside a fund that yields exactly what you earn in a month in London. I did this so that if one day you felt tired—if your heart felt heavy from the race—you could stop.

I didn't invest so you could become richer. I invested so you could afford to be 'Poor' for a while and spend time with your daughter, the way you couldn't spend with me.

The compounding I cared about wasn't just interest. It was the compounding of memories. Please, don't liquidate this. Use the dividends to buy a Sunday afternoon. Use the principal to buy a peaceful sleep.

Your father, who always had enough because he had you."

Arjun stopped tapping the table. The buzzing of his iPhones suddenly felt like noise, not signals.

He looked at the portfolio. It wasn't billions, but it was enough. It was a safety net woven out of thirty years of his father’s sacrifices—small SIPs, avoided luxuries, and quiet discipline.

His father hadn't been building a "Portfolio"; he had been building a "Prison Break" for his son.

The phone in Arjun’s hand vibrated again. A "Sell" alert. Arjun looked at it for a long second, then turned the phone face down.

"Vikram," Arjun’s voice was thick. "I’m not liquidating anything today."

"Are you going to miss your flight?" Vikram asked.

Arjun looked at the old leather diary, where his father had noted down every dividend he ever received, alongside notes like "Arjun’s 10th birthday—bought 10 extra shares today."

"The market will open tomorrow without me," Arjun said, a tear finally hitting the glass of his expensive watch. "But my daughter’s childhood won't wait for a bull market."

The Lesson

In the world of investing, we often obsess over CAGR, Alpha, and Portfolio Diversification. We treat money as a scoreboard to prove we are winning.

But the greatest return on investment (ROI) isn't more money—it is Autonomy. * Real Wealth is the ability to say "No" to a job you hate or a meeting you don't want to attend.

True Legacy isn't leaving behind a pile of cash; it's leaving behind the gift of "Time" for those you love.

Don't just invest to retire. Invest so that your loved ones don't have to sacrifice their soul for a paycheck.

[Mukesh @FinTech22]

In small caps, valuation does not lead to liquidity. Liquidity leads valuation.

https://t.co/rcg7QaJiU3

[Sekhar @LearningEleven]

Obviously, most small cap funds haven’t delivered meaningful returns over the last 5–6 quarters. In fact, one shouldn’t even invest in small cap funds without at least a 7-year time horizon.

But SIPs were never meant to be judged by near-term returns. Their real power lies in building the habit of saving and investing first, before spending, and that discipline makes all the difference over the long run.

Even if your SIPs haven’t shown exciting returns yet, the steady expansion of your corpus through continued investing is quietly setting the stage for a powerful compounding phase when the cycle turns.

Whether it takes 3 months, 6 months, a year, or even longer, the turn will come. Markets always move forward.

Until then… Lage Raho!

[Mukesh @FinTech22]

@AnilAgarwal_Ved Om Shanti 🙏

[Anish Moonka @anishmoonka]

Booking a loss on a high-conviction bet to shift capital to a better opportunity. Ego calls it failure. Process calls it discipline.

[Mukesh @FinTech22]

Interesting SHP.
Public holding increased but number of shareholders decreased.
#virtualGalaxy

[Mukesh @FinTech22]

@Noorulipo It was great meeting with you all.
Kudos to @Noorulipo for organising it.

[Mukesh @FinTech22]

@adeshjainj @Noorulipo @Yaxhxvardhan @Alchemist1320 @Tanmay_31_ @dhrufmehta13 It was a great pleasure meeting you guys. 🤝

[RajStockWatch @RajStockWatch]

SME stocks are going down when there are Good Announcements!

When announcement hits, people remember "Oh! I have this Stock! Chal bech de!"

Market Ration. Incentive Program😆

Concall Update 5% Cut
Order Win Update 2.5% Cut
Credit Rating Update 3% Cut
Business Presentation 4% Cut
Loan Approval 2% Cut
Pref/Bonus/Split Cut, Cut, Cut!

Quiet.👍 No Update Flat to 5% UP!

For Companies, chup chap baithna behtar hai!

[Nigel D'Souza @Nigel__DSouza]

The first glimpse of Lalbaugcha Raja is here! ✨

Ganpati Bappa Morya! 🙏

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

🌾MRP Agro Ltd – Q1 FY26 Results

MRP Agro Ltd has reported its financial results for the quarter ended June 30, 2025.

✅Low base Good traction

🔖YoY (Q1 FY26 Vs. Q1 FY25 )

⬆Revenue: 21.10 Vs. 17.46 Cr (21%)
⬆PBT: 1.95 Vs. 1.39 Cr (40%)
⬆PAT: 1.51 Vs. 1.00 Cr (51%)

🔖QoQ (Q1 FY26 Vs. Q4 FY25 )

⬇ Revenue: 21.10 Vs. 23.34 Cr (-10%)
⬇PBT: 1.95 Vs. 2.84 Cr (-31%)
⬇PAT: 1.51 Vs. 2.26 Cr (-33%)

MRP plant execution got delayed but still it will be good for full operations in FY27 👍

🔖Key Ratios

⬇️Basic EPS: ₹1.37 Vs. ₹2.14
⬇️Diluted EPS: ₹1.37 Vs. ₹2.14

🔖Key events to track

Company to raise funds via convertible warrants on a preferential basis to strengthen its capital base and to fund future growth

🔖Conclusion

✅Zero debt
✅Clean balance sheet
✅YoY good QoQ weak
✅Stock consolidated for sometime
✅Plants full operations by FY27
✅Capex for new flour mill plant
✅Company announced fund raise

🔖Market sentiments

Market sentiments are deterrent it will be interesting how it plays out

Let’s see 😀

#MRPAgro

[Anand Shah @Anand_shah07]

The Balancing Act

Markets have a cruel way of balancing out good luck that's bunched over a couple of years.
You don’t realize it at the time. When you're in the middle of a good run, it all feels deserved. Earned. Maybe even overdue.
The trades line up. The timing clicks. You’re sizing up when you should. The exits are smooth. The charts look like they listened to you. You get a bit used to it. You start calling it “conviction,” “process,” “edge.”
But often, it’s just the market letting you run hot for a while.
Call it luck, call it variance, call it randomness—but every investor gets a few seasons when the wind is at their back. The danger is not in the good run itself. The danger is in what we come to believe because of it.
We start to attribute too much to skill and too little to circumstance. We rewrite the past to fit a narrative of foresight and discipline. We forget how much was actually uncertain, how many outcomes were still possible.
And the market? It watches. Silently. Patiently. And eventually, it takes it all back—with interest.
The Payback
The payback never looks like a single sharp drop. That would be too easy to recognize. Instead, it arrives in slow, grinding reversals. A good thesis that just doesn’t move. A breakout that fails. A drawdown that stretches from weeks into months. The things that used to work—don’t.
It’s not just the money that goes. It’s the clarity. The confidence. You start to question if you ever really had it. If the wins were flukes. If the losses are now the real you.
And that’s the cruel beauty of markets. They don’t just test your strategy. They test your identity.
They ask: Can you still execute without feedback? Can you still be disciplined when discipline isn’t paying? Can you wait without slipping into paralysis?
Why It Matters
Because this is what separates those who last from those who peak and fade.
Anyone can look like a genius for a while. Anyone can ride a theme, a bull wave, or a hot sector. But to endure, you need a relationship with uncertainty that’s not dependent on outcomes.
You need to know that the market doesn’t owe you continuity. That just because something worked, doesn’t mean it will again. That your job is not to be right every time—but to remain sane, humble, and solvent over decades.
If You’re in a Good Run
Enjoy it. No one’s saying don’t. Just don’t confuse a heater with a system.
Don't raise your lifestyle just because your returns went up. Don’t double down just because the last bet worked. And don’t start believing you’re owed a particular outcome just because you've "done the work."
Because the market doesn’t care.
It doesn’t care about your effort, your need, or your story.
It just balances the scales—in its own time, in its own way.
And when it does, the only thing that keeps you standing is whether you were prepared for the wind to change.

[Ritesh Jain @riteshmjn]

Got an opportunity to pick somebody”s brain with good understanding of Indian defence.

1.Whatever wildest stories you have heard of Indian success in operation sindoor are true.

2. India failed only in perception and also because it does not pay to write articles in western media.

3. Western world, China and Israel are in shock at the success of Indian defence capabilities.

4. He said….We ( India) were also surprised at our defence systems because first time they were getting battle tested

5. Indian radar system stood out

https://t.co/4VkN3r5KUI defence establishment does not want India to succeed because Indian systems are probably 20-30% of cost of US comparable systems.

7. India has been able to completely integrate software and hardware and even legacy systems worked well in operation sindoor

8. Something happened to their nuclear arsenal but no clear info on that subject.

9. Indian is behind China in lot of areas but in defence tech it is ahead of China.

After talking to him for couple of hours I am firmly of the opinion than Indian defence capabilities were clearly demonstrated and understood by the other countries which is what matters but there would be lot of outside pressure for it not to succeed

https://t.co/OMdWW5LgqI