Utkarsh Patel

[Saraswati Films @mmpandit]

Sadhana thread for Ganesha festival:
1/n

[Shailendra jha @justshailendra]

What do you say ? Should i predict for rest of the year as well ? If this post gets 10 thousand retweets will do the same. From September till feb 2027.

This time i am thinking of writing for every week till feb 2027.

[Andrew D. Huberman, Ph.D. @hubermanlab]

Is it possible to edit your unconscious mind?

[Utkarsh Patel @Utkarsh_patel24]

@volklub @Pmkphotoworks @TheGvs0 According to official statements, you cant mesure car milage by yourself, you need to take your car to service center, they have machines , which can actually do the right milage checks 🫠

[Utkarsh Patel @Utkarsh_patel24]

@volklub Paaji you should go to service center to check milage, they have proper machines to do the test 😉

[Utkarsh Patel @Utkarsh_patel24]

@volklub Paaji xp95 or power95 ke saah bhi test kar sakte hoo

[Agni Samāj @AgniSamaj]

Enrol in Samrat Yoga Masterclass by Acharya @sanjeevsanskrit: https://t.co/telr5U06hq

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e. Please read the full disclaimer on the site before proceeding.
f. A portion of proceeds may be used to promote Sanatan Vedic causes, at the sole discretion of the founders.

[Shailendra jha @justshailendra]

12 - 13 जुलाई आते आते जिस दिन दो दिन लगातार चार चार सौ प्वांइट गिर जाए धीरे धीरे लांग हो जाना, सितॉबर एक्सपायरी लेकर

[Utkarsh Patel @Utkarsh_patel24]

@dmuthuk Let's do this experiment, and see the results next year 😁

[Raytar @Raytar]

Anthropic posted the best prompting lecture I've ever seen... and deleted it two days later.

I watched the recording last night and kept pausing it. Each time I opened Claude to test what they showed.

Two Anthropic engineers showed in 24 minutes how the Claude team actually uses it.

Not tips. Not hacks. The way they actually talk to Claude. Every day. For real work.

After 3 minutes you'll want to rewrite every prompt you've ever sent.

[Shailendra jha @justshailendra]

23700 बांद्रा हावड़ा डाउन मेल, जिसके डब्बे लाल रंग के हैं। खुलने वाले हैं । यात्री बंधु सीट ग्रहण करें। ट्रेन डिले चल रही है इसलिए आरक्षण लंबा लें ।

[The Spiritual Trader @ArindamPramnk]

📈How to analyze any company through fundamental analysis?✍️

➡️This post is mainly for beginners to learn the art of stock picking and filter stocks that are quality business for long term

❓What are the things we should check before buying a company during fundamental analysis?

🖐Do share and like if you find this useful

✅1)Industry Check

👉Industry Structure
👉Size of Global Industry
👉Size of Domestic Industry
👉Penetration level
👉Industry CAGR(%)
👉Tailwinds present or not
👉Government Policies impact

✅2)Company Analysis(Operations)

👉Main Products/Services
👉Distribution Network
👉Manufacturing Capabilities
👉Revenue bifurcation on products
👉Logistics and Supply Chain Management
👉Subsidiary Operation Analysis
👉Research and Development Facilities
👉Raw material Management

✅3)Company Analysis(Financials)

👉Debt/Equity<1
👉Sales Growth>15%
👉Profit Growth>15%
👉High Operating margin
👉Payable>Receivable days
👉CFO>PAT
👉SSGR>SALES Growth
👉No share dilution
👉High ROE
👉Current Ratio>1
👉Less working capital required
👉Useful Capex
👉Dividend High

✅4)Management Check

👉Promoter History
👉Promoter Successor planning
👉Merger and Acquisitions
👉Promoter Holding>50%
👉Share Pledged %=0
👉Promoter Capital Allocation
👉Skin in the game
👉Words and Action must match
👉Salary drawn by CEO
👉Transparency
👉Good capital Allocator

✅5)Moats

👉Entry Barrier
👉Strong R&D with huge patents
👉Switching cost
👉Profit pool shared by few players
👉Protected from government
👉Supply chain disruption
👉Aspirational Brand
👉Monopoly in niche industry
👉Competitor growth rate slow
👉Customer advances

✅6)Research on recent activities

👉Recent Capex
👉Quarter Result
👉Concall Transcripts
👉Management Interviews
👉Annual Report
👉Investor Presentation
👉Acquisitions or Demerger
👉Research reports
👉Rating upgrades
👉New product/service Launch
👉FI/DI Positions change

✅7)Valuations

💎This is different for different people so we gonna take expensive scenario in general

❌When not to take?

👉P/E ratio>60 with earnings decreasing
👉PEG>2
👉MarketCap/Sales>15
👉EV/EBIDTA>10
👉P/B>6

✅ 8)Risks Associated

👉Industry Structure change
👉Raw material prices
👉High dependence on few customers
👉Promoter change or death
👉Debt Increasing
👉Max Capacity utilization
👉Competition increasing
👉Government Intervention
👉Margin decreasing
👉Technology change

✅ 9)Conclusion

We can use all this parameters to check whether the company can grow from here for at least 3-4 years or not. Good companies always reward shareholders in long term but we should also keep in mind the risk associated when industry structure changes and exit thereby

✅ 10)Points to be noted

💁All the checkpoints and ratios I
used are generic and it can differ for others who has different style or framework💡

💎Do like if you find this useful 🔥

[David Senra @davidsenra]

The mind is a powerful place and what you feed it can affect you in a powerful way

How @tobi got over his fear of public speaking:

“I  was terrified of public speaking until I sat down for like a week and every day I spent ten minutes just writing that I like public speaking.”

“ If you tell yourself or write something down 100 times about yourself, that writes it into the prefrontal cortex at such a deep level that your brain will start reconciling you to that.”

“It’s not a placebo. You actively change your prefrontal cortex.”

[Shreyas Doshi @shreyas]

My chat with Claude on this piece (for anyone who wants to learn advanced critical thinking): https://t.co/LwMAaIDy5a

(this is a PDF because Claude won’t let me share chats from my company’s account publicly - something the folks at Anthropic should likely fix, via a setting).

[Utkarsh Patel @Utkarsh_patel24]

@milan_milanovic Amazing, how do you read up so much, and how do you digest these all 😀
Genuinely asking, want to do same

[Shailendra jha @justshailendra]

बहुत लोगों ने मुझसे पूछा सर निफ्टी 50 का क्या होगा ? मैंने बहुत पर्सनल लोगों को ये बात बोली है पर आज खोल देता हूं । 2030 के बाद आपको बस किसी कंपनी के बारे में बस ये चेक करना है कि उसका मालिक दस पंद्रह साल अमरिका रह कर आया है, और आई टी या टेक वर्ल्ड का लिंक है उसमें दस हज़ार डाल कर छोड़ देना है पांच साल । तो ऐसी दस कंपनियों में यदि आप दस हज़ार की दर से एक लाख डाल कर छोड़ देते है तो दो पांच करोड़ कोई एक बना देगी ।

मैं बहुत श्योर हूं कि निफ्टी टॉप टेन में अभी की कोई कंपनी न बचेगी, 2032 के बाद ।

पर एक चीज़ और टेक हब होने वाला है इंडिया, कोई आई टी या ए आई में पीछे नहीं छूटा ।

बस राहू की महादशा का इंतज़ार करिए ।

[Shreyas Doshi @shreyas]

This recent @bchesky podcast with @patrick_oshag belongs to the hall of fame of tech podcast episodes. Very likely the deepest founder conversation after the Steve Jobs lost interview in the 90s.

Currently it has 90k views; it deserves 100X more views.

https://t.co/o9rzq0ZXuS

[Saraswati Films @mmpandit]

See, let me caution against this belief that the problem is due to an entity.
I understand your belief is like that now, but I would still say it is far far better NOT to believe that an entity is present.
Why do I say this?
Ans: Because a calm mind is the biggest weapon in favour of yourself and the calming of the mind to nth extent has the ability to calm your entire body and breath complex down.
OTOH, my experience of the last 30 years is that the more you believe that some xyz entity is present, the more your mind will become weaker and more the trouble inside your head.
Therefore:
I prefer to keep cool and chant Hanuman chalisa x 21 daily, or Chandi Kavacham x 3 or 5 or more times daily and so on.
You see, I believe completely (100%) in the phalashruti of all the Stotras and mantras.
I totally believe that if I chant it, one day, God will sit beside me and hear my chant.
Maybe not today or tomorrow but one day will come when God will hear me.
That day 0 will become 1.
Therefore not to worry but do sadhana.
Secondly, why to worry about removing something like an entity?
That procedure is called Ucchatan, but again in my experience, a request to most of those things suffices far better.
Ucchatan requires lot of specific sadhana and that most of normal people cannot do (I know of someone who was doing Ucchatan of others and khud ka hi ucchatan h gaya)… so.
Remember we are all coming to earth empty handed and we will depart empty handed also.
Then why so much worry?
Why to think so much?
If Devata has created some situation in the life, let the Devata worry about it.
What will the worry of humans do?
Answer is Nothing.
So… believe me when I say key Bhagwaan is all powerful, but you must believe it with every fibre of your being.
Entity ko if you have not seen with own two eyes, do not believe it unnecessarily.
Mahadev!

[Ethan Evans @EthanEvansVP]

Traditional career paths are definitely changing with the arrival of AI agents. Being a manager might no longer be the best way to grow your career. You may need to make yourself a “super IC” either instead of or in addition to leadership skills.

[Utkarsh Patel @Utkarsh_patel24]

@chiragbarjatya That depends of definition of modest