Nitin Wason

Value Researcher , Interested in Forensic Accounting ,Interested only in True Compounding by Investing in Solid Businesses led by Thoroughbred Managements

[Nitin Wason @MaverickWason]

@NayabSainiBJP @anilvijminister

Respected Sirs
I write to you as a concerned allottee of ROF Alante Sec 106 Dwarka Expressway

Sir the conditions in our society are very deplorable and bad

No road and No electricity connection. Electricity is through Gensets .

Pls help

[Vivek Mashrani, CFA @MashraniVivek]

You're an investor.

Don't do F&O.

Buy fear.
Sell euphoria.

Cut the losers.
Ride the winners.

Ignore the noise.
Follow the system.

Know what you own.
Never average down.

Let it compound.

I promise you'll be unstoppable.

#investing #technofunda

[Nitin Wason @MaverickWason]

@LearningEleven Pls help me join the same as I became your subscriber today itself

Thanks

[Nitin Wason @MaverickWason]

@hb_stocks @threadreaderapp unroll

[Tar ⚡ @itsTarH]

Consistently for last four Qtrs

Have been able to read aggregate insights from all 1300+ earnings calls by aggregating them at industry level

This is the only way someone can get insights across every listed sector

We track 150+ sectors @ #TheWrap🌯
https://t.co/ZyomxE9B7p

[Tehxi @yajnshri]

You are listening to the exact code that tells your body to return to its original design of perfect health .

Bookmark 🔖 this and share with your loved ones.

[KJS DHILLON🇮🇳 @TinyDhillon]

You want the young officer to sacrifice his life for the love of the Nation, but you don’t want him to express his love for his fiancée.

In the Army we say ‘Youngster nahi karega, toh kaun karega’.

If you can not find a fault in his professional capabilities, don’t do this nuktachini for such a pure gesture of love and belonging.

Military equipment has been on display during many ‘Know your Army’ exhibitions around the country. The students and non military personnel have clicked pics with it showing pride and love for the Army. So, please don’t bring in the national security angle into this.

Let the young soldier do his national duty with pride and honour 👍

Jai Hind 🇮🇳

[Nitin Wason @MaverickWason]

@matthew_labosco @threadreaderapp unroll

[Nitin Wason @MaverickWason]

@MashraniVivek AI

[Nitin Wason @MaverickWason]

@matthew_labosco @threadreaderapp unroll

[Nitin Wason @MaverickWason]

@20kInvestor "APOLLO"

[Nitin Wason @MaverickWason]

@MashraniVivek @threadreaderapp unroll

[CA Rajesh Sehrawat 🇮🇳 @rajsum74]

Shree refrigeration
The result i was waiting 😍.

[Amit Arora 🇮🇳 @GuruShareMarket]

SHREE REFRIGERATION - BRILLIANT RESULTS 🔥 PE ~39x now.

H2 FY26 vs H1 FY26 vs H2FY25
Revenue 104Cr Vs 51Cr Vs 48Cr
PAT 19.9Cr Vs 1.56Cr Vs 4.68Cr

THIS JUST SHOWS HOW GOOD MANAGEMENT IS!

Exactly as per what management guided! Even more.
DEBT REDUCED
CASH SURGED
SUPERB GROWTH

[Aditya Mehta @aditya942000]

Sigma Advanced System

Bumper Set!! 💥💥

Rev. up 6x🚀🚀🚀
Ebitda up 145.88 vs 29.18 5x🚀🚀
Ebitda margin 35% vs 42%
PA up 7x🚀🚀

Cash flows NEGATIVE -224crs👎

[Nupur J Sharma @UnSubtleDesi]

TMC leader sat in the middle of the road in Bardhaman Dakshin to intimidate voters. Central forces gave him, and his chair, a solid kick in the rockers. Beautiful sight.

[Colonel Mukul @Warrior_Mukul]

Grant of NFU: While I am not aware, as yet, (officially) as to what the stand the Govt is going to take in the Hon'ble Supreme Court on 15 Apr 26 but, seeing the beeline for becoming the next CDS, I found the name of the recently re-attired Eastern Army Cdr. I personally knew him since October 2004 from his days with 26 RR as 2IC when I conducted a Court Martial for Fratricide in his Battalion and yet, when the NFU judgement was pronounced by the AFT on 23 Dec 2016, he questioned me in the corridors of the South Block, where he was posted at that time as Dy MS, and very rudely asked me, "why are you spreading such canards in the organisation like NFU & all"? There is an Officer witness to this effect. And now, he is in line to become the CDS. There is another one, the then AG, who was probably shown the carrot of becoming the first Army Cdr of the non existent Army Cyber Command at that time and hence he was opposing the grant of NFU since the beginning. Incidentally, both of them are now settled in Gurjinder Vihar AWHO. Ladies & Gentleman, it was not only one "Monk who sold HIS Ferrari" but there are many "Monks who sold OUR Ferrari" & they continue to do so. Wait & watch, I am in possession of all the File Notings initiated by them in their own handwriting and I will put everything here itself when the time comes.

[Dhiraj Sinha @dhirajsinha]

This post is about hedging. Not trading. Not making gains thru speculation.

Dec 2026 Nifty 25,000 Put is trading at 569. If your portfolio beta vs Nifty50 is ~1.0, this acts like portfolio insurance for ~2.3% of portfolio value for the next 1 year.

This is often a far better alternative than trying to time exits in long-term holdings or losing sleep during drawdowns.

Number of lots to buy = (Portfolio Value × Portfolio Beta) ÷ Nifty Contract Value

This tells you exactly how many puts are required to hedge the portfolio.

[Nitin Wason @MaverickWason]

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