nandan

[Tom @tomzaragoza]

Connect Claude & ChatGPT

to your Google Search Console

with the Searchata MCP

Try it for free!

↓

[Akash Chaudhary @Akash17971]

Famous SME Companies That Delivered Excellent Q1 FY27 Results 🔥🔥🔥

🔹 Susan Electricals
🔹 Hoac Foods
🔹 Akiko
🔹 TAC Infosec
🔹 V-Marc India
🔹 Telge Projects
🔹 OBSC Perfection
🔹 Sathlokhar Systems
🔹 Monolithisch India
🔹 Afcom Holdings
🔹 Khazanchi Jewell
🔹 Exato Technologies
🔹 Z-Tech (India)
🔹 Msafe Equipments
🔹 Supreme Power
🔹 Asarfi Hospital
🔹 Sugs Lloyd
🔹 KRM Ayurveda
🔹 Bondada Engineering

The numbers are certainly impressive across many of these companies, with strong YoY growth in sales, EBITDA and profitability. For example, Susan Electricals reported Q1 FY27 revenue of ₹95.4 Cr versus ₹25.2 Cr a year ago, while net profit turned positive at ₹6.39 Cr from a loss in the year-ago quarter.

A company posting excellent results means the business appears to be growing and generating accounting profits. But the real question is:
“Where is the cash?” 💰

🔹 Check Operating Cash Flow - is the company actually generating cash from its business?

🔹 Compare Operating Cash Flow vs Net Profit - if profits are rising but cash generation remains weak, investigate why.

🔹 Check Receivables / Debtors - are sales growing because customers are genuinely paying, or because outstanding receivables are piling up?

🔹 Check Inventory - unusually high inventory growth can sometimes indicate working-capital stress.

🔹 Check Borrowings and Debt - is the company funding growth through internal cash generation or excessive debt?

🔹 Check Working Capital - especially important for smaller companies where a large portion of profits can get stuck in receivables and inventory.

🔹 Check Balance Sheet strength - cash, debt, receivables, inventory, net worth and other key items.

🔹 Check Cash Flow Statement - don't blindly trust only the profit & loss statement.

🔹 Check Promoter holding, pledging and dilution as well.

Remember:
Profit is an opinion.
Cash flow is the reality.

These companies can be added to the SME study/watchlist, and then we should dig deeper into their annual reports, balance sheets, cash flows, concalls, order books, management commentary and valuations before taking any investment decision.

Disclaimer: This is purely for educational and research purposes and is not a buy/sell recommendation.

[Natia Kurdadze @natiakourdadze]

New campaign by https://t.co/4KakOdehQy 🚀

MentionOS is now live on USA Today, Business Insider, Yahoo Finance, Associated Press, Financial Post + 200 other media outlets already!

Our launch offer ends soon, and the $888 package will be gone tomorrow.

[Alamin @iam_chonchol]

Stop telling Claude, "do this."
Stop telling Claude, "write code."
Stop telling Claude, "fix this error."

You're actually treating a senior AI like a junior intern.
Here are 8 prompts you can copy and paste directly:

[Kris Sidial🇺🇸 @Ksidiii]

This is how I think about strategies at a volatility hedge fund.

I like to consider ourselves a blend of quantitative and discretionary trading. The primary reason is that trading from the long-volatility side of the market constantly reminds you of a fundamental problem: the events that matter most are often the events for which you have the least amount of data.

Outlier events, structural breaks, changes in market microstructure, and shifts in participant behavior do not always provide enough historical observations to build a purely quantitative system with complete confidence. At the same time, relying entirely on human intuition creates its own set of problems: bias, inconsistency, emotion, and the tendency to see patterns that may not actually exist.

This hybrid approach makes the two disciplines serve as safeguards for one another.

Here is an example of how that infrastructure works:

1) Idea generation begins at screen observation.

One of the traders notices something interesting in the market: a recurring behavior, an unusual relationship, etc.

Rather than immediately searching through data for something profitable, the observation comes first and is then passed to the quantitative side of the business. I think this distinction is extremely important. It creates a natural safeguard against data mining and overfitting. We are generally starting with a market hypothesis and asking the data whether it is real, rather than starting with the data and searching endlessly until we find something that looks profitable.

2) The quantitative arm attempts to validate or kill the idea.

Once the idea reaches the quant side, statistical validation begins.

Can we isolate this specific source of alpha? Does it persist across different periods and regimes? Is the relationship statistically meaningful? The objective at this stage is not to prove the trader right. It is to independently validate or negate the hypothesis.

3) If the edge survives, we begin designing the strategy.

Assuming the edge holds up, the discussion moves back and forth between the trading and quantitative teams. This is where instrument selection, tenor, strike, sizing, liquidity, and implementation all begin to matter.

An edge can be completely real and still be capitalized on poorly. Identifying the underlying phenomenon is only half the battle. But at this stage, we have our first real version of a “strategy.”

4) Then the real testing begins.

We strip out an OOS and begin testing the strategy historically.

We incorporate practical assumptions around transaction costs, market impact, capacity (NBBO tests). We want to know whether the edge remains economically meaningful after accounting for the realities of actually trading it.

The standard should be whether that evidence remains convincing after you have done everything reasonable to try to break it.

5) Once validated, the strategy is formally documented. Before anything goes into production, a formal write-up is completed and signed off on by every member of the team.

The document defines exactly what we believe the edge is, why we believe it exists, the statistical evidence supporting it, how we intend to monetize it, and the risks surrounding the implementation.

Just as importantly, we explicitly define failure conditions and escape valves. What would cause us to reduce risk? What would cause us to stop trading the strategy entirely? Conversely, what milestones would justify increasing capital?

I think this is an underrated part of systematic trading. You want to define what failure/ success looks like before you are emotionally or financially invested in the outcome.

6) The strategy enters production slowly.

Once approved, the strategy is introduced with a relatively small amount of capital. We monitor realized transaction costs, fills, liquidity, market impact, signal decay, and whether the live return distribution resembles what we expected.

(Continued below)

[nandan @nandanmehra]

@SejalSud Why foreign come to uttrakhand or any village having nature . Quality of life is not material things

[Equity Insights Elite @EquityInsightss]

We have updated version of Concall Research

Q1FY27 concall tracker now covers 287 companies across 29 sectors

You can now track sectors like Pharma, Platform, Gold Finance, MFI, Affordable Housing, Value Retail, Jewellery Retail, Wires & Cables, Hospitals & many more

[Equity Insights Elite @EquityInsightss]

Do check it out
https://t.co/vWT5aJYZui

[nandan @nandanmehra]

@SBK_analysis @_anujsinghal @CNBC_Awaaz A big thank you to all CNBC family .
Pointing out what’s wrong isn’t criticism it’s about keeping the system clean. It indirectly helps regulators like SEBI. Many media house stay silent out of fear, but real improvement starts when someone speaks up.

[nandan @nandanmehra]

@_anujsinghal Pointing out what’s wrong isn’t criticisim it’s about keeping the system clean. It indirectly helps regulators like SEBI. Pee business stay silent out of fear, but real improvement starts when someone speaks up for making it correct.

[nandan @nandanmehra]

@ChanderBhatia01 @vishalmmotwani This area such indont think you are looking reality actual grounded reality . Please walk 1km daily for all direction for four days and buy consumption thing , then comments this GDP number

[nandan @nandanmehra]

@iarjuntandon @SEBI_India @IndiaSebi please #rollbackcas

[nandan @nandanmehra]

@AnilSinghvi_ Sir please raise voice to regulator, it's very easy to manipulate this CAS . At least say decoupled CAS with expiry.

[nandan @nandanmehra]

@VigneshMitta @hsvashistha16 20cr you can see -0.8% of total

[nandan @nandanmehra]

@AshishGupta325 Are sir jee STT and tax bada dange easy solution

[GrowAIHub @GrowAIHub]

PAID VERSION → FREE ALTERNATIVE

1. ChatGPT Plus → Google Gemini
2. Netflix Premium → Tubi
3. Spotify Premium → SoundCloud
4. YouTube Premium → NewPipe
5. Canva Pro → Adobe Express
6. Microsoft 365 → LibreOffice
7. Adobe Photoshop → GIMP
8. Figma Pro → Penpot
9. Adobe Premiere Pro → DaVinci Resolve
10. Grammarly Premium → LanguageTool
11. Midjourney → Microsoft Designer
12. Notion AI → Obsidian
13. Claude Pro → Google Gemini
14. Adobe Illustrator → Inkscape
15. Zoom Pro → Google Meet
16. Slack Pro → Discord
17. Dropbox → Google Drive
18. Adobe Acrobat Pro → PDFgear
19. GitHub Copilot → Codeium
20. CapCut Pro → DaVinci Resolve
21. After Effects → Blender
22. Microsoft Visio → draw io
23. 1Password → Bitwarden
24. LastPass Premium → Bitwarden
25. Webflow → Framer
26. Trello Premium → ClickUp
27. Calendly Premium → Cal. com
28. Audible → LibriVox
29. Amazon Prime Video → Pluto TV
30. Disney+ → Tubi
31. Apple TV+ → Pluto TV
32. Xbox Game Pass → Epic Games Store
33. Final Cut Pro → DaVinci Resolve
34. Adobe Lightroom → Darktable
35. Loom → OBS Studio
36. Typeform → Google Forms
37. Mailchimp Premium → Brevo
38. Zapier → Make
39. Miro → FigJam
40. Google Workspace → Zoho Workplace
41. Perplexity Pro → You com
42. Cursor Pro → Continue
43. Evernote → Joplin
44. Todoist Pro → Microsoft To Do
45. NordVPN → Proton VPN
46. ExpressVPN → Windscribe
47. AutoCAD → FreeCAD
48. Salesforce → HubSpot
49. Shopify → WooCommerce
50. Jira Premium → Plane

AI + CREATOR TOOLS

51. Jasper AI → Writesonic
52. Synthesia → HeyGen
53. ElevenLabs → TTSMaker
54. Murf AI → TTSMaker
55. Runway → Kling AI
56. Pika → Luma Dream Machine
57. Leonardo AI → Playground AI
58. DALL·E → Craiyon
59. Ideogram → Microsoft Designer
60. Gamma → Google Slides
61. Beautiful ai → Google Slides
62. Tome → Google Slides
63. Otter ai Pro → Notta
64. Fireflies ai → Fathom
65. Krisp Pro → NVIDIA Broadcast
66. Descript → Audacity
67. Riverside → OBS Studio
68. VEED Pro → CapCut
69. InVideo Pro → CapCut
70. Camtasia → OBS Studio
71. ScreenFlow → OBS Studio
72. Snagit → ShareX
73. Screen Studio → OBS Studio
74. QuillBot Premium → LanguageTool
75. Hemingway Editor Plus → LanguageTool
76. Freepik Premium → unDraw
77. Envato Elements → Mixkit
78. Shutterstock → Unsplash
79. Adobe Stock → Pexels
80. Epidemic Sound → Pixabay Music
81. Artlist → Free Music Archive
82. Flaticon Premium → SVG Repo
83. Icons8 Pro → Lucide
84. Font Awesome Pro → Heroicons
85. Adobe Fonts → Google Fonts
86. Sketch → Penpot
87. Affinity Photo → GIMP
88. Affinity Designer → Inkscape
89. CorelDRAW → Inkscape
90. Adobe InDesign → Scribus
91. Affinity Publisher → Scribus
92. Adobe XD → Penpot
93. Cinema 4D → Blender
94. Autodesk Maya → Blender
95. Autodesk 3ds Max → Blender
96. ZBrush → Blender
97. Substance 3D Painter → ArmorPaint
98. Pro Tools → Audacity
99. FL Studio → LMMS
100. Ableton Live → LMMS
101. Logic Pro → GarageBand
102. Adobe Audition → Audacity
103. Motion → Blender
104. DaVinci Resolve Studio → Kdenlive
105. Final Cut Pro → Shotcut

MARKETING + BUSINESS

106. Semrush → Ubersuggest
107. Ahrefs → Google Search Console
108. Moz Pro → Google Search Console
109. Surfer SEO → Google Keyword Planner
110. Similarweb → Google Trends
111. BuzzSumo → Google Trends
112. Hotjar Pro → Microsoft Clarity
113. Hootsuite → Buffer
114. Sprout Social → Metricool
115. Later → Buffer
116. SocialBee → Buffer
117. ConvertKit → Substack
118. Beehiiv → Substack
119. HubSpot Marketing Hub → Mautic
120. Intercom → Tawk to
121. Zendesk → Zammad
122. Freshdesk → Zammad
123. DocuSign → SignWell
124. PandaDoc → Jotform
125. SurveyMonkey → Google Forms
126. Airtable → Baserow
127. Asana Premium → OpenProject
128. Monday com → Taiga
129. ClickUp → OpenProject
130. Microsoft Project → ProjectLibre
131. QuickBooks Online → Wave
132. FreshBooks → Wave
133. Xero → Wave
134. Dropbox Sign → SignWell
135. Nitro PDF Pro → PDF24
136. Smallpdf Pro → PDF24
137. CamScanner Premium → Microsoft Lens
138. TeamViewer → RustDesk
139. AnyDesk → RustDesk
140. Dashlane Premium → Bitwarden
141. NordPass Premium → Bitwarden
142. Squarespace → WordPress
143. Wix Premium → WordPress
144. BigCommerce → WooCommerce
145. Elementor Pro → Brizy
146. Divi → Brizy
147. WP Rocket → LiteSpeed Cache
148. Yoast SEO Premium → Rank Math
149. Rank Math Pro → The SEO Framework
150. WPForms Pro → Forminator
151. Gravity Forms → Forminator
152. MemberPress → Paid Memberships Pro
153. Google One → Proton Drive
154. Microsoft OneDrive → MEGA
155. Microsoft Teams → Jitsi Meet

DEVELOPER + TECH

156. Replit Core → StackBlitz
157. Postman Pro → Insomnia
158. Docker Desktop Pro → Podman
159. Datadog → Grafana
160. New Relic → Grafana
161. Sentry → GlitchTip
162. Firebase → Supabase
163. MongoDB Atlas → Supabase
164. Vercel Pro → Cloudflare Pages
165. Netlify Pro → Cloudflare Pages
166. Heroku → Render
167. AWS → Oracle Cloud Free Tier
168. Twilio → Telnyx
169. Algolia → Meilisearch
170. Pinecone → Qdrant
171. OpenAI API → Google AI Studio
172. Claude API → Gemini API
173. WebStorm → VS Code
174. PyCharm Professional → VS Code
175. DataGrip → DBeaver
176. IntelliJ IDEA Ultimate → Eclipse
177. Rider → Visual Studio Community
178. Visual Studio Professional → Eclipse
179. Sublime Text → Notepad++
180. UltraEdit → Notepad++
181. Charles Proxy → mitmproxy
182. Splunk → OpenSearch
183. Terraform Cloud → OpenTofu
184. GitHub Enterprise → Gitea
185. GitLab Premium → Gitea
186. Elasticsearch Cloud → OpenSearch
187. SendGrid → Brevo
188. Mailgun → Brevo
189. Make → n8n
190. PagerDuty → Grafana OnCall

DATA + ENGINEERING + PROFESSIONAL

191. MATLAB → GNU Octave
192. Mathematica → SageMath
193. SPSS → PSPP
194. Stata → Gretl
195. Tableau → Apache Superset
196. Power BI Pro → Looker Studio
197. Qlik Sense → Metabase
198. Alteryx → KNIME
199. Minitab → Jamovi
200. ArcGIS → QGIS
201. SolidWorks → FreeCAD
202. SketchUp Pro → Blender
203. Revit → FreeCAD
204. Fusion 360 → FreeCAD
205. Rhino 3D → Blender
206. MATLAB Simulink → Scilab Xcos
207. LabVIEW → GNU Radio
208. COMSOL → OpenFOAM
209. ANSYS → OpenFOAM
210. Wolfram Alpha Pro → GeoGebra
211. QuarkXPress → Scribus
212. Microsoft Project → ProjectLibre
213. Microsoft Visio → diagrams net
214. Tableau → Metabase
215. Power BI Pro → Apache Superset

MORE FREE ALTERNATIVES

216. Adobe Premiere Pro → Kdenlive
217. After Effects → Natron
218. Final Cut Pro → Kdenlive
219. Adobe Acrobat Pro → PDF24
220. Adobe Express Premium → VistaCreate
221. Canva Pro → VistaCreate
222. Figma Pro → Lunacy
223. Sketch → Lunacy
224. Photoshop → Photopea
225. Lightroom → RawTherapee
226. Illustrator → Vectr
227. InDesign → Scribus
228. Pro Tools → Cakewalk
229. Ableton Live → Cakewalk
230. ScreenFlow → OBS Studio
231. Loom Business → ScreenPal
232. Slack Pro → Mattermost
233. Zoom Pro → Jitsi Meet
234. Discord Nitro → Telegram
235. 1Password → KeePassXC
236. LastPass Premium → KeePassXC
237. Evernote → Standard Notes
238. Todoist Pro → Super Productivity
239. Notion → Anytype
240. Airtable → NocoDB
241. Jira → OpenProject
242. Monday com → OpenProject
243. Calendly → ZCal
244. Typeform → Tally
245. Mailchimp → MailerLite
246. Hootsuite → Publer
247. Sprout Social → Buffer
248. HubSpot → Bitrix24
249. Adobe Stock → Pixabay
250. Shutterstock → Pexels
251. Envato Elements → Pixabay
252. Freepik Premium → Pixabay
253. Epidemic Sound → Free Music Archive
254. Artlist → Pixabay Music
255. Dropbox → Proton Drive
256. Google Drive Storage → MEGA
257. NordVPN → Windscribe
258. ExpressVPN → Proton VPN
259. TeamViewer → RustDesk
260. AnyDesk → Chrome Remote Desktop
261. AutoCAD → LibreCAD
262. SolidWorks → SolveSpace
263. MATLAB → Scilab
264. SPSS → Jamovi
265. Tableau → Metabase
266. Power BI Pro → Metabase
267. ArcGIS → QGIS
268. WebStorm → VSCodium
269. PyCharm Professional → VSCodium
270. DataGrip → Beekeeper Studio
271. Postman Pro → Bruno
272. Docker Desktop Pro → Rancher Desktop
273. Datadog → Prometheus
274. New Relic → OpenTelemetry
275. Sentry → Highlight io
276. Firebase → Appwrite
277. MongoDB Atlas → Neon
278. Vercel Pro → GitHub Pages
279. Netlify Pro → GitHub Pages
280. Algolia → Typesense
281. Pinecone → Weaviate
282. Elasticsearch Cloud → OpenSearch
283. GitHub Copilot → Continue
284. Cursor Pro → VS Code + Continue
285. Zapier → n8n
286. Miro → Excalidraw
287. Trello Premium → Taiga
288. Asana Premium → Taiga
289. Adobe XD → Penpot
290. ProtoPie → Penpot
291. Zeplin → Storybook
292. Adobe Audition → Ocenaudio
293. Camtasia → ShareX + OBS Studio
294. Microsoft 365 → ONLYOFFICE
295. Google Workspace → ONLYOFFICE
296. Adobe Acrobat Pro → Stirling PDF
297. Microsoft Visio → yEd
298. Microsoft Project → GanttProject
299. QuickBooks → GnuCash
300. Xero → GnuCash

300 PAID TOOLS.
300 FREE ALTERNATIVES.

Stop paying for subscriptions when free options exist.

Bookmark this.
Check it before you buy your next tool.

[Mithun Sarkar @MithunSarkari]

The new Oportunity list :
Q1, FY27

Only for study and observation purpose .
No buy/ sell recommendations.

I have taken some inputs and added sector, key triggers and guidance .

Please find below .
https://t.co/gzs3pqGkxa

[nandan @nandanmehra]

@KumaonJagran Double engine corruption is going on

[nandan @nandanmehra]

@vbomkara How many bow will you do already India's GDP is so which has been reflected today's indices 😀