Manish Kumar

Learning...New to the Market......Most of time going wrong....Learning never Ends...Thanks to Mr. Market...

[Raghav Wadhwa @raghavwadhwa]

💡How to use AI tools for Investing & Smarter Research

From ChatGPT to Gemini, how investors use AI to research companies, summarise concalls & review portfolios.

Some Useful Prompts in the Thread......🧵👇

[Chart Wallah @Chart_Wallah108]

𝐌𝐮𝐥𝐭𝐢𝐛𝐚𝐠𝐠𝐞𝐫 𝐏𝐢𝐜𝐤 : 𝗕𝗘𝗦𝗦 🔋

🎇 BONUS : Best Stocks with huge future potential 💥

Sector to grow 375 Times by Fy32 🔥🔥🔥

A Mega ( Thread ) 🧵
Below 👇

[Gaurav Srivastava @Gaurav_Cx10]

How to Build a Focused Watchlist
The Exact Checklist I Use to Build a Daily New-Highs Watchlist

1. Core Belief
Most big winners first appear on the new-highs list. The goal: Reduce 200 Names to 10 with a repeatable filter mechanism.

2. Fundamental Earnings Universe
-Focus only on companies with recent strong earnings
-≥30% YoY EPS growth
-Use Fundamental Parameters of CANSLIM
Earnings-backed leaders tend to show sustained momentum.
-This becomes the base universe → all technical filters (new highs, RVOL, structure, etc.) are applied only on this set.

3. Trend & Liquidity Filter
-Price above 50-DMA & 200-DMA
-11/21/51 EMA stack (fast > mid > slow). If tangled, skip.
-50-day avg turnover ≥ ₹10–20Cr (50-day avg turnover should be at least 10× your planned position size, ideally).

4. 3-M & 6-M Highs
-3-M high = highest high in ~63 trading days (established momentum)
-6-M high = highest high in ~126 trading days (trend leadership)
-Cross-over names (on both lists) = priority.

5. Relative Volume (RVOL)
-RVOL = Today’s volume ÷ 10-day avg volume.
-End-of-day ≥ 1.5
-No volume = no follow-through.

6. Range & Tradability
-ADR% (20-day) between 2.5% and 8%
-Too low = dead money
-Too high = whipsaw

7. Structure Check (Contraction/Flag)
-Pattern- CPH or Flag or VCP
-Tight last 5–10 bars, shrinking ranges
-Pullback ≤ 10–15% from prior swing high
-Sitting near 11/21 EMA = controlled risk zone
-Ignore Noisy Set up

8. Trigger Types
-Tight-range breakout above D-high
-Range-breakout with RVOL surge ≥ 1.5
-2H breakout + daily trend confluence (Not Important)
-U/D > 2 = institutional sponsorship

9. Risk & Sizing
-Risk ≤ 1% portfolio per name
-Initial SL 4-5% = under last swing low / EMA
-Position Size-20% to 25%
-Scale into winners: Only add more if the breakout holds & Initial Position Risk Free.

Prediction is noise. Process is compounding. Let the equity curve tell the story

[Manish Kumar @MakProfit]

https://t.co/ZP1YjlgU6X

[Tanmay 🇮🇳 @Tanmay_31_]

M&B Engineering Q1 FY26 and Investor Presentation and Concall

Strong Set 🔥
Continues to Deliver Industry's Most Superior Margins and Ratios

Rev : 140.2➡️237.6 (69.5%⬆️)
EBITDA : 16.3➡️33.7 Cr (126%⬆️)
Margin : 9.5%➡️12.4% 👏
PAT : 6.9➡️17.9 Cr
PAT Margin : 4.9%➡️7.5%

Q1 is the most lean quarter which contributes ~15% Revenue for the full FY, H2 Heavy Business

Orderbook : 842.8 Crore
Proflex - 209.3 Cr
Phenix Domestic - 510.9 Cr
Phenix Export - 122.7 Cr

Average orderbook execution period for Phenix is around 7 to 8 months and for Proflex is around 4 to 5 months

▪︎ Brownfield Development in Sanand involving additional PEB capacity of 20,000 TPA
commenced; and expected to be commissioned in Q1 FY 2027

Clientele : Adani Renewables,
Adani Ports, AIA Engineering,
TATA Advanced Systems, Alembic, Balaji Wafers, SMC Power, Inductotherm Group, Arvind, PSP Projects, Lubi, Oriental, Wagh Bakri, Intas Pharmaceuticals, Elecon Engineering, AMUL, Etc.

Guidance :
▪︎ Conservatively FY26 Topline Growth of over 25% and 20% from FY27
▪︎ Confident of further improving EBITDA Margins due to strong growth in Exports

Concall Highlights 👇

[Intrinsic Compounding @soicfinance]

Valuation ratios to be used sector by sector in India with the reason

[Radhika Gupta @iRadhikaGupta]

I've got a bunch of baffled messages about how education can cost 10 cr.

The math is simple
Current 4 US education: 2.5 cr
Inflation: 5%
Currency depreciation: 4%
Time: 16 years

2.5 * (1.09^16) = 9.9 cr

We underestimate the impact of inflation when we do our financial planning, not just for education but even retirement. Always do the numbers and plan early!

[Raghav Wadhwa @raghavwadhwa]

⚡Smart Money flowing in the Newly Listed Companies

⚡7 Companies grabbing attention with high volume moves and their analysis

A Mega Thread 🧵👇

[Ashish Kacholia @LuckyInvest_ARK]

Barring some factual mistakes, this guy has done a good job on analysing my investment style and philosophy.

Inside Ashish Kacholia’s Stock Portfolio: Key Lessons from His Investmen... https://t.co/NSojAIoxbg via @YouTube

[The_Chartist 📈 @_chartitude]

Added Industry Group Strength - India indicator on my screen. Developed by @EquityCraze, and so far, it is working perfectly on a bigger size screen.

Showing me RS and YTD returns

[Rohan Das @rohaninvestor]

Sometimes investing just needs to be simplified:

Want Nifty 50 exposure?
Buy #NIFTYBEES

Want EV sector exposure?
Buy #GROWWEB

Want Smallcap companies exposure?
Buy #HDFCSML250

Want the IT sector exposure?
Buy #ITBEES

Want Pharma sector exposure?
BUY #PHARMABEES

Want Manufacturing sector exposure?
Buy #MAKEINDIA

Want MIDCAP 150 exposure?
Buy #MIDCAPIETF

Want Bank sector exposure?
Buy #BANKBEES

Want Infrastructure sector exposure?
Buy #INFRABEES

Want PSU Banks sector exposure?
Buy #PSUBNKBEES

Want Consumption sector exposure?
Buy #SBIETFCON

Want Realty sector exposure?
Buy #MOREALTY

Want Gold exposure?
Buy #GOLDBEES

Want Silver exposure?
Buy #SILVERBEES

Want Auto sector exposure?
Buy #AUTOBEES

Want Metal sector exposure?
Buy #METALIETF

A simple ETF investing is sometimes all you need.

Follow @rohaninvestor to learn more about Investing!

[Manish Kumar @MakProfit]

@1health2Wealth What is your daily normal routine...

I started following u on X to get some insight abt Market...but...I more inspired from u about fitness...I have started fitness activities 6 months ago..credit goes to u...it gives me happiness, lightness & improved health condition..thanx

[Manish Kumar @MakProfit]

@stockswithparth Query

[Equity Insights Elite @EquityInsightss]

Mega Wealth Creator in the Last 4 Years

Cheat Code for Multibagger:

- Starting Valuations: 10-20 P/E
Lower the valuations, higher the upside

- Revenue Growth: 20-25%
This means 2x revenue in 3-4 years

- Levers for Margin Expansion
Operating leverage must play out
PAT growth > Revenue growth

If REV doubles, PAT must increase by at least 3-5x

Observe the pattern
Do not overpay
If starting valuations are higher, the upside gets capped

The best time to add stocks is during panic situations
Always be prepared with a watchlist of stocks
In a correction of 20-25%, a 25 P/E stock comes down below 20x, that's the opportunity
Always be ready

Have a portfolio of at least 20 stocks across 10 sectors for adequate diversification

Trying to follow the same strategy—easier said than done ;)

Add only those stocks which fit this framework.
Read concalls, investor presentations, management interviews & keep tracking every quarter

One multibagger with the right allocation can change your life
Bookmark it

#investing #stockmarkets

[Chart Wallah @Chart_Wallah108]

𝗡𝗲𝘄 𝗘𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗠𝘂𝗹𝘁𝗶𝗯𝗮𝗴𝗴𝗲𝗿 𝗧𝗵𝗲𝗺𝗲 🔥

⭐ 𝐁𝐎𝐍𝐔𝐒 : Best Undervalued Small & Microcaps

A Mega [ Thread ] 🧵 

Techno-Funda Analysis Below 👇

[The Microcap Investor @InvestInMicro]

🚀 MULTIBAGGER ALERT! (PART-32) 🚀

Can this Mainboard stock have the potential to become a Multibagger?

It nearly meets all 8 strategies mentioned in the quoted tweet exceptionally well.

A Thread🧵

Please Bookmark and Retweet🙌

[ASAN RESEARCH @Asan_research]

A nice write up on P/E

Do read it and share also

[ET Money @ETMONEY]

Who buys lavish apartments for Rs 10-20 CRORES?

You may be aware of their names through news reports.

But what you may not know is the trick they use to buy those houses.

So what is it?

Sell equities, use the gains to buy a property and pay ZERO tax.

A detailed 🧵

[Raghav Wadhwa @raghavwadhwa]

🔋Battery Energy Storage System (BESS)

🔋"India's battery energy storage capacity grows over 4-fold to 219 MW", Mercom Capital

🔋12 Small & Mid-Cap Companies Leading the Charge in Battery Energy Storage Solutions

[A Thread.....]🧵👇

[Aim Alpha Investing @aimalpha100x]

This Independence Day: Sharing Two Game Changers for making Your Investment Journey Successful!

1/2. Cheat code that can make you financially independent
Searching for the perfect stock? Here are my criteria:
Only 18 Stocks out of 6000 follow this criterion

Promoter Holding > 50%
Debt to Equity < 1.5
Return on Equity > 15%
Price to Earnings < 15
Return on Capital Employed > 25%
Return on Invested Capital > 15%
Operating Profit Margin > 15%
Sales Growth (3 Years) > 15%
Interest Coverage > 5
Market Cap to Sales < 3

In next tweet(See Below), I am sharing the stock name and their 1 Year return