Epiphany@34

PSU Sales Officer by day | DIY Equity & MF Investor 📈
Documenting the journey: wealth compounding, 5 AM lifts 🏋️, parenting, and life around Pune. From Nagpur

[Epiphany@34 @Marganvesha]

I’m a 33-year-old PSU corporate professional trying to master the art of compounding—not just in the market, but in health, habits, and family life.

From energy sales to equity markets, and morning gym sessions to dad duties in Pune, I’m documenting the daily journey here.

[Epiphany@34 @Marganvesha]

@grok what is the current level of indian market mood indicator

[Epiphany@34 @Marganvesha]

Seeing the negativity around both in equities market and political environment, i think we are in the accumulate equities as much as you can zone. I dont have the skillset to find bottom of market. Will be consistently deploying funds in small batches from now on

[Epiphany@34 @Marganvesha]

OPM indicates -How much competition in the sector

-Low OPM means sector is highly competitive

-Higher OPM signify certain competitive advantage.

Currently many COs are at a temporary low OPM due to RM inflation
@unseenvalue - sir how to value intrinsic OPM of any business

[Epiphany@34 @Marganvesha]

Lately i am seeing such post quite a lot. I have again and again marked such post as uninterested but twitter keeps feeding the same. Nothing against the handle.Advertisement revenue always wins
@grok - pls dont show any political content and related posts on my feed

[Lost Signal @TheLostsignal_]

Hey @grok remove the most corrupt political party from this image.

[Epiphany@34 @Marganvesha]

Looks like a shopping day again for equities
I have realised that bottom will only be made once I run out of cash. So will deploy one more chunk today

[Epiphany@34 @Marganvesha]

My feed is full of pro CJP post despite me not following any political page.
I am not a fan of my twitter filled with politics.
Edited 30 sec clips and posts misquoting people is not my cup of tea
I avoid such post and try to clean my feed by clicking on not interested

[Epiphany@34 @Marganvesha]

@oldschoolinvest Sir company has been in the range of 150-190 cr top line on Quaterly basis. I have decided to stay away due to stagnation in growth and no clear path from management in terms of organic or inorganic levers for future.Wanted to understand your expectation on its growth prospect

[Epiphany@34 @Marganvesha]

@unseenvalue Sir Apart from syngene all the three has run up in the last 6 months . I have exposue to 3 of them and could not muster enough courage to upward average during last 3 weeks as margin of safety seems low.
How should one make a system for upward averaging. Not looking to clone

[Epiphany@34 @Marganvesha]

Todays looks like an equity buying day.
Lets wait till 13:30 for mutual funds and 15:20 for stocks
Playing with fire here.

[Epiphany@34 @Marganvesha]

Disclaimer: Yeh sirf ek basic technical/fundamental screening filter hai, specifically for the manufacturing sector.

Iske baad actual business, capex, aur management analysis shuru hota hai. Apne basics strong rakhein aur blind tips se bachein.

Radhe Radhe! ✨📉

[Epiphany@34 @Marganvesha]

Title: 🎯 The 8-Point Fundamental Checklist for Manufacturing Stocks

Sabko manufacturing sector mein agla multibagger dhoondhna hai. Par annual report mein ghusne se pehle, har stock ko is basic filter se pass hona chahiye.

Save this checklist before you invest: 🧵👇

[Epiphany@34 @Marganvesha]

7. Net Profit Margin (NPM): The higher, the better. High margins prove karte hain ki company ke paas market mein pricing power hai aur competition kam hai. 💰

8. Positive CFO: Paper profit is an illusion, cash in the bank is reality. Dhandhe se cash chahiye!🏦

[Epiphany@34 @Marganvesha]

Conclusion:We can't control luck. But we can build solid systems to identify growing smallcaps with great promoters.
Risk Warning: Smallcaps bring high volatility and deep drawdowns. Always understand your own risk profile before diving in.

Radhe Radhe! ✨📈

[Epiphany@34 @Marganvesha]

Small Base, Good Promoter & a little bit of Good Luck

What is the 'Right Formula' for real wealth creation in the stock market? 💸
I often wonder about this.
Let's decode🧵

[Epiphany@34 @Marganvesha]

3. Good Luck & Humility 🙏

No one likes 'gyaan', but luck plays a massive role. Surviving freak, black-swan events requires some grace.

More importantly—humility. Notice how the most legendary investors are extremely humble? Ego destroys portfolios.