parth shah

[parth shah @Parth76424273]

https://t.co/L029yJxBcl

[The Big Bull Deals @thebigbulldeals]

Vikran Engineering Ltd 💥

Co. announced the receipt of a ₹3,54.21 Cr. Letter of Award (LOA) from Ellume Energy MH SolarOne Private Limited (SPV) for a 100 MW solar project in Maharashtra.

The project is for an EPC contract, with completion expected within 12 months. This is a positive development for the company.

[Siddharth Nayak @SidNayak7]

Naval #shipbuilding Process flow map I had created a month ago

SMEs and large caps in the image are for illustrative purposes, not recommendation
#KrishnaDefence
#RappidValves
#CFFFLuid
#shreerefrigerations
#GRSE / #GRSEL
#MazagonDock
#mdl
#CochinShipyard

(and shared on Linkedin: https://t.co/AX8Npgw1h4)

[Siddharth Nayak @SidNayak7]

#RappidValves
A ₹160cr mcap valve manufacturer backed by Maharashtra Defense Fund.

Boring business. Exciting setup.

Here's why it's on my radar 🧵

WHAT THEY DO:
Rappid Valves makes specialized valves for:

40-45%: Navy, Coast Guard, Submarines (GROWING)
30-35%: Oil & Gas refineries
15-20%: Chemical plants, Power gen
10-15%: General industrial

Critical infrastructure.

WHY NOW:
Tailwinds converging:
+ Indian Navy modernization push (indigenous mandate)
+ Shipbuilding boom (management: "golden phase in 20 years")
+ Fragmented market with high certification barriers
^ Low base (₹160cr mcap) meeting multi-year cycle.

THE SETUP:

Sep'25 AGM data:
→ ₹28cr order book (52% defense, 6-month execution) ... recurring orders from ship building. Shipbuilding orders just 1st cut requirement for now, multiple cuts of order from same ship as ship progresses

→ ₹180cr pipeline

→ Export bulk order delayed to Feb'26 (client design changes after plant approval)

→ 4 new type approvals from NKK Japan (global certifier)

→ Bidder for huge contracts for smart valves, started new vertical for same. Value for these valves is very high than manual

→ 4-5% of price of shipbuilding budget is used for manual valves, remote operated valves to be much higher
(which is 1.5-2% for commercial ship building projects)

→ Rappid focuses on Defense ships and new ship projects. Specification for Commercial ships and Defense ships are different.

Post by @xvi_harley for further details (https://t.co/syKCaEmYyc)

Revenue visibility building.

MOAT:

Not brand. Not scale.

CERTIFICATIONS:

DNV, API, IBR approvals = 2-3 year barriers

Plus:
Integrated manufacturing
Defense credibility (MDAVF backing)
Repeat customer base

Hard to replicate quickly.

GROWTH MATH:
Management guiding 40-50% CAGR for 2-3 years.

If ₹180cr pipeline converts at even 40% = ₹70cr+ orders

Math checks out. Execution is the question.

WHAT I'M WATCHING:
✅ Pipeline conversion (what % of ₹180cr materializes?)
✅ Margin profile at scale? Margin improvement driven by higher contribution from defence and marine valves with superior profile.
✅ Working capital management
✅ FY26 revenue jump from existing business and domestic opportunities alone?
(which will mean export revenue will be incremental to 40% projections)

RISKS:

❌ High customer concentration (Govt/Defense)
❌ Working capital intensive
❌ Cyclical industry
❌ Execution risk at scale
❌ Competition from established players

#RappidValves a calculated #microcap bet on convergence.

WHY IT'S INTERESTING:
Microcaps like this don't show up on screeners.
No analyst coverage. No hype.

Just:

Multi-year tailwinds
Certification moats
Low base
Credible backing (MDAVF)
Management confidence
The kind of setup where 3x-5x happens quietly over 18-24 months.

Or it doesn't. That's the game.

Disclaimer:
NOT ADVICE.
Just sharing what I'm tracking.
Do your own work and diligence. Read the AR. Attend concalls.
But if you're hunting microcaps with asymmetric setup + industry tailwinds...
==> Rappid Valves deserves the Excel tab.

Have built a position ~4% of pf, with plan to top up on dips
(e.g. post H1 result or Mar'26, etc.)

#shipbuilding #investing #stockanalysis

[The Money Cruncher, CPA @money_cruncher]

HSA wealth hack:

> Save all medical receipts on cloud
> Don’t submit them for reimbursement
> Funds grow tax free
> Withdraw the funds tax free in 30 years by submitting all old receipts

This allows you to benefit from the long-term untaxed growth in HSA.

[The Money Cruncher, CPA @money_cruncher]

November is the best time for tax planning.

Here are 15 tax moves to lower your 2024 tax bill before year-end:

[The Money Cruncher, CPA @money_cruncher]

High Yield Savings Account (HYSA) is very tax inefficient.

You pay net investment income, federal, city, and state taxes on interest received.

Here's the list of more tax-efficient saving vehicles:

[Shay Boloor @StockSavvyShay]

$RKLB JUST ANNOUNCED THEY EXPECT NEUTRON LAUNCHES TO GENERATE $450M IN REVENUE OVER THE NEXT 3 YEARS 👀

[Bishal Nandi @LearnWithBishal]

More than 100 million people use a Mac on a daily basis.

Yet, almost everyone is still stuck in beginner mode.

Here are 12 incredible things your Mac can do:

(🔖 Save for later)

[The Money Cruncher, CPA @money_cruncher]

In the Internal Revenue Code, there is a section 72(t)(2)(A)(iv).

It allows you to withdraw money from 401k/IRA at any age without the 10% early withdrawal penalty.

Here's how it works:

[Shay Boloor @StockSavvyShay]

Here are my favorite names in each secular growth theme -- set to benefit from multiple tailwinds for the rest of this decade 🧐

Cybersecurity | $CRWD, $ZS, $PANW, $NET, $S, $RBRK

AI Infrastructure | $MSFT, $AMZN, $GOOGL, $DOCN

Data | $SNOW, $MDB, $PLTR, $DDOG, $CFLT, $ESTC

Semiconductors | $NVDA, $ASML, $AMAT, $KLAC, $AMD, $AVGO, $MU, $LRCX, $ANET, $SNPS, $ARM, $QCOM, $TSM

Consumer | $CELH, $ABNB, $UBER, $WMT, $HIMS

E-Commerce | $MELI, $GLBE, $SHOP, $CPNG, $SE, $JMIA

EV/Solar | $TSLA, $FSLR, $ASPN

Small Caps | $RKLB, $TMDX, $IONQ, $NVTS, $INDI, $AEHR, $RXRX

[The Money Cruncher, CPA @money_cruncher]

Backdoor Roth is the greatest loophole for high income individuals.

But 99% of people have no idea how to do it right.

Here's all you need to know:

[Shay Boloor @StockSavvyShay]

Here are my favorite small-cap stocks in each thematic set -- poised to benefit from multiple tailwinds as we begin the ‘rate-cutting cycle’ 🧐

Space | $RKLB, $ASTS, $LUNR
Semiconductors | $INDI, $NVTS, $AEHR, $PI
Renewable Energy | $ENVX, $EOSE, $ASPN, $ARRY
Consumer | $JMIA, $HIMS, $LMND, $FVRR, $BROS, $FIGS, $SG, $YOU
Fintech | $DLO, $MQ, $PGY, $RELY, $ML
Data | $FROG, $IONQ, $GENI
eVTol | $JOBY, $ACHR
Genomics | $NTLA, $BEAM, $CRSP, $PRME, $RXRX, $DNA
Medtech | $PGNY, $NNOX, $CLPT, $INMD

[Shay Boloor @StockSavvyShay]

Chinese stocks, like the $FXI which jumped 17% last week, have benefited from China's MASSIVE economic stimulus measures -- let's examine my top 10 favorite Chinese companies based on their 2024 metrics 🧐

$BABA, $PDD, $NTES, $JD, $BIDU, $NIO, $FUTU, $XPEV, $BILI, $TIGR

[Shay Boloor @StockSavvyShay]

I'm always tracking young, polarizing companies with transformative tech that are true moonshots -- they could either 10x in value or drop to zero.

Here are the 10 names I'm watching that fit this category 🧐

1. $ASTS | AST SpaceMobile
• Industry | Space-based Telecommunications
• Competitive Advantage | Their unique proposition is its development of a space-based cellular broadband network that can connect directly to standard mobile phones. This technology has the potential to bridge the global digital divide by providing high-speed internet access to remote and underserved areas without the need for ground infrastructure. AST SpaceMobile's competitive advantage lies in its potential to partner with global mobile network operators, expanding their coverage and enhancing connectivity solutions on a global scale.

2. $ENVX | Enovix
• Industry | Advanced Battery Technology
• Competitive Advantage | Their advanced silicon-anode lithium-ion batteries, enhanced by their proprietary 3D cell architecture, provide a significant competitive advantage in the energy storage market. Their technology promises higher energy density, improved safety, and longer battery life, which are critical factors for consumer electronics and electric vehicles. Enovix's approach could lead to a paradigm shift in battery technology, positioning them as a key player in the next generation of energy storage solutions

3. $RKLB | Rocket Lab
• Industry | Aerospace
• Competitive Advantage | They've evolved from a leader in small satellite launches to a comprehensive end-to-end space solutions provider. Initially specializing in launches, they now manage the entire lifecycle of satellite operations, including design, production, launch, and on-orbit management. This expansion allows Rocket Lab to serve a diverse clientele across commercial, defense, and scientific sectors with tailored space solutions. Their capability to handle everything from rapid constellation deployments to customized payloads enhances their versatility and positions them as a strategic player in the aerospace industry. With their established Electron rocket and the upcoming Neutron rocket, Rocket Lab is well-equipped to meet a wide range of mission requirements, challenging larger aerospace companies in the global space market.

4. $IONQ | IonQ
• Industry | Quantum Computing
• Competitive Advantage | Their competitive advantage is its leadership in quantum computing based on trapped ion technology, which offers superior qubit fidelity and scalability compared to other quantum computing approaches. This technological edge positions IonQ to be a front-runner in the race to achieve quantum advantage, where quantum computers can solve certain problems more efficiently than classical computers, opening up new markets and applications in complex computation fields.

5. $DNA | Ginkgo Bioworks
• Industry | Synthetic Biology
• Competitive Advantage | They stand out for its synthetic biology platform that designs and scales custom microbes for a variety of industries, from pharmaceuticals to agriculture. Their automated foundries, powered by advanced robotics and proprietary software, enable rapid prototyping and mass production of organism designs, making Ginkgo a key player in the bioeconomy.

6. $EOSE | Eos Energy Enterprises
• Industry | Energy Storage
• Competitive Advantage | They focus on developing and providing zinc-based battery technology for energy storage, targeting utility companies, commercial sectors, and renewable energy projects. The company's strategy emphasizes the safety, scalability, and environmental benefits of their battery technology. Eos's competitive edge lies in their unique approach to energy storage, offering a cost-effective and sustainable alternative to traditional batteries, and positioning them as an innovator in the energy storage sector.

7. $NNOX | NANO-X Imaging
• Industry | Medical Imaging
• Competitive Advantage | They're disrupting the medical imaging sector with its cost-effective digital X-ray technology. The Nanox System, with its novel digital X-ray source, aims to significantly reduce the cost and increase the accessibility of medical imaging worldwide. This competitive advantage could enable widespread adoption in developing countries and underserved areas, potentially transforming the standard of care in global healthcare diagnostics.

8. $NVTS | Navitas Semiconductor
• Industry | Power Electronics
• Competitive Advantage | They're at the forefront of the power electronics industry, pioneering the use of gallium nitride (GaN) to produce power ICs that revolutionize energy efficiency across a range of applications. GaN technology allows for devices that are not only smaller and lighter but also more efficient than traditional silicon-based components. Navitas's GaNFast technology delivers up to three times faster charging in consumer electronics like smartphones and laptops and is also instrumental in reducing energy consumption in larger applications such as data centers and electric vehicles. Their leadership in GaN tech enables higher performance power solutions that are set to become the standard in the rapidly growing markets for renewable energy and smart power management, offering significant environmental and economic benefits.

9. $JMIA | Jumia Technologies
• Industry | E-Commerce
• Competitive Advantage | Jumia, often dubbed 'the Amazon of Africa,' operates a comprehensive e-commerce platform tailored to the unique market conditions of Africa. They tackle significant logistical and payment-related challenges within a fragmented retail environment lacking widespread physical infrastructure. Jumia's platform integrates a wide range of services from online shopping and payment processing to food delivery, leveraging an extensive network of local couriers and payment solutions that address the lack of widespread credit card usage and reliable postal services. Their competitive advantage lies in their deep understanding of the local market, enabling them to offer tailored solutions that facilitate e-commerce adoption across the continent. By effectively addressing these systemic barriers, Jumia is not just facilitating online retail but also driving digital transformation and fostering economic growth in one of the fastest-developing markets in the world.

10. $JOBY | Joby Aviation
• Industry | Electric Aviation
• Competitive Advantage | They're pioneering in the electric aviation space with its innovative eVTOL aircraft designed for urban air mobility. Their aircraft are not only electric but also promise significantly reduced noise levels compared to traditional helicopters, addressing key noise pollution concerns in urban settings. By targeting the growing urban air mobility market, Joby aims to capitalize on the growing demand for quick, efficient, and sustainable urban transportation solutions.

[Casey Woodard @thecaseywoodard]

If you have more than 60 minutes a day and $586 in savings…

Your life can change in 2024.

Here’s how:

[Intrinsic Compounding @soicfinance]

Reason why Relative Strength is important to filter businesses:-

Filtered Cyient using RS vs IT Index

Relatives strength simply means relative stronger than the benchmark or the sectoral index.

Simple way to use Relative strength:-

Go To trading View

Click on Indicators

Search for: Relative strength

Click on Relatives strength of a stock by Bharat Trader

The moment it opens- you can change the benchmark to Nifty IT or whatever company you are looking at with respect to index.

Secondly, you can compare it to Nifty as well :)

Few more important points:-

If you are using weekly charts, then you can use Period as 52. It will compare RS with last 52 weeks.

If you are using Monthly Charts, put Period as 12.

If you are using Daily charts, put period as 123 (6month of trading days)

Hopefully this helps!

Video on Cyient sometime ago:- (Valuations have expanded since then)

https://t.co/aDmzLe0krF

Disc: no reco to buy or sell. Live case study on filtering stocks.

[Intrinsic Compounding @soicfinance]

How to go about researching any company or any industry from scratch.

These 5 videos which are available for free can help you a lot!

🧵🧵🧵🧵🧵

[Sayujya Gupta @GuptaSayujya]

YouTube is the Best University to learn Video Editing.

I earn Over $3000/month with Video Editing and learnt Everything from YouTube.

Here are 6 FREE Courses on YouTube that'll make you earn Thousands with YouTube:

[parth shah @Parth76424273]

@AdityaD_Shah Why kotak bank is not opening new branches?? Can you please share your views why legendary banker thinks deferently?

[Balu Gorade @BaluGorade]

Lets understand ROCE, ROE, D/E and few other metrics by a very simple example.

Ramu sells Vadapav.
He started a biz with 2Lac. Thats equity.

To grow the business he took loan of 1 Lac. For buying equipment and Land.

So the total capital in the business is 3 Lac rupees.

1/15