nagendra

Interested in programming, equities, silence

[nagendra @nagendrapnp]

@Gaurav_Cx10 Nicely compiled. Can you pls
add few points about shakeouts as well.

[nagendra @nagendrapnp]

@SureshKBN Hi Anna, how much of delivery percentage can be taken as benchmark to check if it is HFT or institutional participation?

[Prousper with Anjan 📈 @Prouspering]

@RohanTResearch @DemandorSupply @sarang_contra @AmitWorldPeace @AnkitFinAlpha @Mf360WW 🎯 MIT study on AI economics found that AI automation is only economically viable for ~23% of roles! For 77%, keeping human workers is cheaper!!

[nagendra @nagendrapnp]

@SureshKBN Anna, in stocks, the demand/supply is visible to everyone. . But in real estate there is no transparency, so they create too much hype for their commisions.

[nagendra @nagendrapnp]

@SureshKBN Hi Anna, in above all points, how to identify and avoid "Thinking every operator-driven move is “smart money accumulation.”?

[nagendra @nagendrapnp]

@vandit_jain1994 Hi Vandit, any view on Modison and JayBharatMaruti?

[nagendra @nagendrapnp]

@nileshkurhade This is just MOU right. How to trust this?

[𝗩𝗲𝗿𝘀𝗮𝘁𝗶𝗹𝗲 𝗦𝘁𝗼𝗰𝗸 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 @vandit_jain1994]

Portfolio companies with blockbuster results 🔥

V Marc 🔌: Profits up by 157% YoY
Zelio 🏍️: Sales grew by 75% YoY and Profits by 80% 🔥
Parmeshwar Metals ♻️: PAT up by 250% YoY
Omax Autos 🛺: Profits up by 2,942% YoY
Mitsu Chem: Profits up by 118% YoY
Laxmi India 💲: PAT up 104.9% QoQ and 41.8% YoY
Northern Arc 💸: PAT up by 251% YoY
Sakar Healthcare 💊: PAT up by 91% YoY
Bajaj Consumer 🪮: Profits ▲ 105.3% YoY
Arman Financial: Profits ▲ 221% YoY
Finbud 💲: Sales ▲ 46% YoY and Profits ▲ 36% YoY
Kwality Pharma 💊: Profit ▲ 78% YoY

This results season has been blockbuster for many of our portfolio companies barring few exceptions.

[Prabhakar Kudva @prabhakarkudva]

For a long time I thought macro was useless. Mostly because it can’t be predicted.

But as I spent more time with the markets I figured , it’s the macro that drives a big part of portfolio return. Stock picking is just the details.

Predicting is not necessary and often futile. But just understanding the macro environment and importantly anticipating the change in variables (is a trend likely or mean reversal) probably helps a lot.

The most important variables both India and globally to track are:

Interest rates/yields
Inflation or deflation regime
Credit and liquidity conditions
Currency
Crude/Energy
Precious metals
Industrial commodities
Fed and central bank actions
Global capital flows - risk on/off

Adding this to our toolkit will make us all better investors (and traders).

[ASAN RESEARCH @Asan_research]

Time to remember this learning post
So many stocks could be found out with this process

Lower PE with Higher Roe & Roce

Look at example given here also 😄

[Concentrated Alpha Investor @multibaggerwala]

🚨INDIA IS NOT A MAJOR FASTEST GROWING ECONOMY, IT IS A MAJOR NEGATIVELY GROWING ECONOMY IN THE WORLD🚨

NO ONE WILL TELL YOU THIS👇

“India is the fastest growing economy.”

Biggest statistical illusion of this decade.

Because GDP is shown in RUPEES…
while the world measures wealth in DOLLARS.

India says GDP is growing ~7%.

But nobody asks:
What happens if the rupee itself falls 10-12%?

Simple math:

2025:
₹100 lakh crore GDP ÷ ₹84/$
= $1.19 lakh crore

2026 after 7% “growth”:
₹107 lakh crore GDP ÷ ₹96/$
= $1.11 lakh crore

Result:
• Rupee GDP growth = +7%
• Dollar GDP growth = -6.7%

That means India actually became SMALLER globally despite “high growth” headlines.

And this is exactly what’s happening:

• Rupee went from ~₹74/$ in 2021 to ~₹96/$ now
• Inflation inflated nominal GDP
• Currency depreciation destroyed global purchasing power
• Imports became costlier
• Citizens became poorer in dollar terms

This is why India slipped in global GDP rankings despite being called the “fastest growing major economy.”

Reality:
If your currency falls faster than your GDP rises…
you are not creating real wealth.

You are just printing larger numbers in a weaker currency.

The real formula is:

Real Dollar Growth = GDP Growth – Currency Depreciation

And if depreciation is bigger than growth…
the economy is effectively shrinking.

But TV debates will never explain this because “fastest growing economy” sounds better than:
“fastest depreciating major currency.”

[The Spiritual Trader @ArindamPramnk]

🏆APRIL–MAY 2026 MY SWING TRADING SCORECARD | CRAZY MONTH IN MARKETS 🚀

Every single stock analysis shared delivered strong momentum and quality price action moves ✅

⚡️Ceinsystech
⚡️Advait Infra
⚡️Gokul Agro
⚡️Paras Defence
⚡️Azad Engineering
⚡️Kirloskar Industries
⚡️Data Patterns
⚡️VoltAmp
⚡️Bharat Bijlee
⚡️Cochin Shipyard
⚡️HUDCO
⚡️Titagarh Wagons
⚡️Avanti Feeds
⚡️Netweb
⚡️PTC
⚡️Wockhardt Pharma
⚡️Apollo Micro
⚡️Thermax
⚡️Pitti Engineering
⚡️NLC India
⚡️Genus Power
⚡️PowerMech
⚡️Ratnaveer Precision
⚡️Balu Forge
⚡️Talbro Auto
⚡️SCI
⚡️BHEL

This has honestly been one of the craziest swing trading phases of my entire market journey📈🔥

⚡️The best part?

I personally traded these setups with proper conviction, allocation management and execution not just random chart posting

Hundreds of followers and students have participated and shared their learning experiences🙏

This is what happens when:

✅ Sectoral strength
✅ Technical analysis
✅ Psychology
✅ Patience
✅ Execution

all come together properly

Swing trading is not luck
It is a skill that can be learned with the right process, mindset, and discipline.

And trust me YOU can also do this by learning the right approach by proper guidance instead of blindly chasing stocks daily and rotate your money to gain extra alpha and invest that in long term

The journey has just started. More high-conviction opportunities ahead. 🚀

👻Do comment below if you traded this setups wanna see your reactions and learnings too

✴️ Educational purpose only. Not a buy/sell recommendation or investment advice

[Prabhakar Kudva @prabhakarkudva]

If you're confused about how to navigate the market, what stocks to buy, what to sell, it is because you dont have a system or an anchor which can guide your decisions.

Newsflow driven investing can drive us crazy and is extremely unprofitable.

A system gives you coherence in thoughts and the clarity to execute. It need not be rigid and its not meant to be machine like. It should more like an anchor around which you can think clearly and decide.

For me the anchors are earnings and growth that drive my actions.

Start systemizing your investing. It's one of the biggest edges out there.

[nagendra @nagendrapnp]

@Prakashplutus 20% + sir. Thanks for your guidance

[Suresh K @SureshKBN]

Sales growth is the top.
But money has to flow down till EPS.

Sales up, but gross margin flat
Company is selling more, but not making better profit on each product. Pricing power is weak.

Gross margin up, but OPM flat
Product margin improved, but employee costs and other expenses ate the benefit.

OPM up, but PAT flat
Business profit improved, but interest cost, depreciation, tax, or one-offs took away the gain.

PAT up, but EPS flat
Company profit increased, but shareholders did not benefit much because of dilution.
So don’t get excited by sales growth alone.

Real growth is when sales growth converts into margin expansion, PAT growth and finally EPS growth.

Growth matters only when it reaches the shareholder.

[Investing @ Prakash @Prakashplutus]

🚨 Hard Truth Every Investor/ Trader Must Hear:

Never build your lifestyle on stock market income.

Trading profits are mostly Lumpy. Unpredictable. Can vanish overnight.

Your rent, EMIs, groceries , School Fee , bills ?

Brutally consistent., Every single month.

Live on your SALARY or business cashflow.

Let the market build your wealth — not fund your lifestyle creep.

This one mindset has saved more portfolios than any strategy.

Telling you with my personal experience.

You can retweet, it will not hurt you and it may help few people around you 😊

#Investing
#StockMarket

@plutusadvisors
@preetiplutus

[The_Chartist 📈 @thechartist26]

Google Drive link containing all the stock reports that I have generated using Claude.

https://t.co/4OReg4ZobR

[The Analyzer (News Updates🗞️) @Indian_Analyzer]

🚨 HUGE! VHP announces to launch a powerful mobile App for rapid Hindu volunteer mobilisation.
— If any Hindu is in danger, volunteers within 50–100 metres will get instant notification to reach the SPOT.

VHP has also demanded a high-level review meeting with Centre & Delhi Govt + formation of a Special Task Force (STF) to crush radical networks.

Proactive steps for Hindu safety.

[nagendra @nagendrapnp]

@Prakashplutus YES-10%

[Stock Market Scientist™ @MarketScientist]

https://t.co/3FjujZDZky