viral

2.0

[viral @viralimitless]

@ias_summit IAS 2026 is locked in for me — Aug 7 & 8. Pretty excited and looking forward to it; the lineup and the management sessions are the reason I keep coming back.

Details: https://t.co/LNbHbXGbJA

[Kuntal Shah @Kuntalhshah]

Most investors sell their best compounders way too early. They see “fair value” in their mind and exit lock, stock, and barrel. Do NOT sell merely because something is fairly valued. Why?

As a great business compounds earnings and scales, it attracts big institutional money. Their required rate of return is much lower than yours. They happily pay higher multiples → your “fairly valued” stock keeps running. This is literally how multi-baggers are made after the initial re-rating.

Combine the 4 zones with Reverse DCF, instead of building a dreamy DCF to justify the price. Use reverse DCF — not to justify the price, but to interrogate whether the market’s embedded expectations can realistically come true.
Ask: “Under what conditions would the market’s current expectations actually come true?” If those conditions look unrealistic → you’re probably in Zone 3 or 4.

Liquidity and Interest rates are the gravity that pulls all these zones. When rates rise and liquidity dries, the zones shift left, and that's the time to sell.

Some practical aspects of invetsing and portfolio construction

Model 1: Use AI like a Ferrari, not autopilot
AI is incredibly powerful for retail investors — but only if you respect its limits.

• Data cleaning is 80% of the work (don’t dump raw 600-page PDFs)
• Create a curated “binder” document first
• Make the model confirm it understood context
• Run 4-5 LLMs as a “council” playing devil’s advocate
• Then apply human judgment, experience & justification.

AI narrows the search dramatically. It does not replace thinking.

Model 2: Ruthlessly eliminate 99.5% of stocks first. There are 4,000+ listed companies. You only need ~20 high-conviction ideas.

Eliminate top-down on fragility, leverage, stressed promoters, anything outside your competence or time horizon. This removes ~97% of the universe.

Then go deep, not wide. Missing some gems is a feature, not a bug. The science ends at 97-98%. After that, qualitative judgment (promoter behavior, runway, treatment of minorities) takes over. Investing is the last liberal art.

Model 4: Prepare for asymmetric bets (don’t try to predict).

You cannot predict black swans. But you can prepare. Best asymmetric opportunities appear when frightened or leveraged sellers are forced to sell (2008, 2020).

• Map the full range of outcomes + probabilities
• Seek disconfirming evidence (when you like a company, read only the bad reports)
• Do a pre-mortem before investing
• Fix a ruthless sell trigger in advance
• Keep a “tenth man” in your process

Downside should be finite and knowable. Upside can be open-ended.

Model 5: Portfolio construction & temperament. Concentration is powerful but behavioural, not scientific.
• Barbell: ~80% in 7-8 stable core compounders (sleep-well-at-night) + ~20% in 10-12 small optionality bets
• Only 16-18 genuinely non-correlated ideas are enough
• As your capital base compounds and you have more to lose → become more conservative (he now leans 20:80 instead of 80:20)

Invest bottom-up, but always worry top-down.

These 5 models work together: AI helps you process information faster →Ruthless filtering reduces noise →
Valuation zones + reverse DCF keep you disciplined →
Asymmetric bet thinking protects capital → Barbell portfolio + temperament lets you stay invested through cycles.

The goal isn’t to be right on every stock. It’s to build a process where good things happen more often than bad ones over decades. The biggest edge in investing today is not more information. It’s better filters, clearer mental models, and stronger temperament.

https://t.co/0etO30hyb0

[Akash Chaudhary @Akash17971]

36 HIGH-QUALITY SMALL-CAP AND SME COMPANIES WITH STRONG BUSINESS MOATS TO STUDY & TRACK 🔥🔥🔥

▪ KSH International
▪ Quality Power
▪ KRN Heat Exchanger
▪ Yash Highvoltage
▪ Atlanta Electricals
▪ Krishna Defence
▪ Aimtron Electronics
▪ Apollo Micro Systems
▪ Sigma Advanced Systems
▪ Rossell Techsys
▪ GMDC
▪ Ashapura Minechem
▪ Paras Defence
▪ Shree Refrigerations
▪ Patil Automation
▪ CAMS
▪ CDSL
▪ Netweb Technologies
▪ Syrma SGS Technology
▪ Sansera Engineering
▪ Merritronix
▪ CFF Fluid Control
▪ Adisoft Technologies
▪ Influx Healthtech
▪ Senores Pharma
▪ Garware Technical Fibres
▪ KFin Technologies
▪ Avana Electrosystems
▪ Sedemac Mechatronics
▪ Monolithisch
▪ Precision Wires India
▪ Acutaas Chemicals
▪ Data Patterns
▪ Shriram Pistons & Rings
▪ Azad Engineering
▪ TD Power Systems

WHY SHOULD INVESTORS STUDY COMPANIES WITH STRONG BUSINESS MOATS?
▪ A business moat is a sustainable competitive advantage that enables a company to protect its market position and continue growing even as competition increases.

▪ Moats can come from proprietary technology, specialized engineering capabilities, patents, strong brands, regulatory approvals, long-standing customer relationships, high switching costs, extensive distribution networks, manufacturing expertise, or cost leadership.

▪ Businesses with strong moats generally enjoy better pricing power, healthier margins, stronger return ratios, and more stable cash flows over long periods.

▪ Such companies are often able to withstand economic slowdowns and competitive pressure better than businesses operating in highly commoditized industries.

▪ Many of the world's greatest wealth creators became successful because they continuously strengthened their competitive advantages rather than competing only on price.

▪ Identifying companies with durable competitive advantages at an early stage can significantly improve the quality of research and help investors build a high-conviction watchlist.

▪ While a strong moat alone does not guarantee superior stock returns, when supported by capable management, disciplined capital allocation, healthy financials, and consistent execution, it can become a powerful driver of long-term wealth creation.

▪ The objective of studying these companies is not to buy every stock, but to understand why certain businesses consistently outperform their peers and how sustainable competitive advantages are built over time.

DISCLAIMER
The above list has been prepared solely for educational, learning, research, and tracking purposes. Inclusion in this list does not imply a recommendation to buy, sell, or hold any security.

[James Clear @JamesClear]

Your first attempt might not be very good, but nobody's early work is good. There will always be a gap between where you are and where you want to be. And the bridge between that gap is courage. The courage to look foolish in the beginning. The courage to show up again when your early work is criticized. The courage to look yourself in the mirror and say, "I realize I'm not good enough yet, but the only way to get better is to keep working on it."

[Mithun Sarkar @MithunSarkari]

Only 5 more days in Q1 FY27 left , Again i am posting the opportunities list, i hand picked these bunch of stocks based on future outlook and sectoral tail winds.
Do have a look and study them.
Few names may have missed .

Q4 FY26 Opportunities list updated till 25-6-2026 .

Aegis Log, Shadow fax,

Yatharth hospital, Jeena Sikho

Sterlite, Hfcl, Netweb
KRN heat, Aeroflex

Ather energy, Zelio, lumax tech, SJS,
Sedemac, Sansera, Sandhar tech,
Avalon, Divgi Torque,

Syrma, Aimtron, GNG Electronics,

Krishival foods,Vintage, Manorama,

Rubicon, Anuras, Shilpa med,
Senores, Sakar, KPL, Acutaas,
NGL Fine, FCL, Privi,

GEVernova, Hitachi Energy, BHEL,
TDpower, Yash HV, Atlanta electric, KSH Intl.,Vidya wires,
Deedev engg., Kirloskar oil,
JNK, Rrkabel, Vmarc,
Fujiyama,

John cockerill, Lloyd metals,Sanghvi movers, Monolith, Refex,

CPPlus, Cupid, V2 retail,

Apollo micro, Ideaforge, Mtar, Rossel Techsys,

NPST , cartrade, Rate gain,

Bse, Nam India

Au small, Maha bk,
SgFinserv, Capri global, Paisalo,
Suryoday, Ujjivan , Satin, Spandana

Cemindia,

No buy/ sell recommendations , only for studying , selected based on mgmt concall and future outlook.

Do Study and
comment if u have more than 5 from here.

Will Update again after Q1 updates Coming soon .

Stay alert , stay informed.

[viral @viralimitless]

@oldschoolinvest Fully agree 👍

[viral @viralimitless]

@tushar9590 Asics Nimbus 27 (beginner) Asics Novablast (intermediate to Advanced Runners)

[viral @viralimitless]

@tushar9590 This has been since last 2 months…lot of ideas but no cash, switching is the only solution

[Claude @claudeai]

Claude Fable 5 has been out for a couple of days. Some projects people have already built with it:

[The AI Colony @TheAIColony]

Breaking: It's been less than 24 hours since Claude Fable 5 launched.

And People are already building mind-blowing things with it.

10 wild examples so far:

[kumar saurabh @suru27]

First, do not pay high price

Second, do not buy max allocation in one go when valuations are not juicy to factor the risks in the journey

Third, do not look for quarter by quarter performance in lumpy long-term story.

None of them will get all quarters right all the time. These are companies, not excel sheets. But if homework is right, some of them will make it big when you will look 3-4-5-10 years down the line. Provided one has done homework and picked the right stuff, may ne 6-7/10 right stuff be good enough.

Elimination is important but it has to be structural if looking for long term winners. Quarterly pruning just on numbers is suitable for technounda trading style and nothing right or wrong, but not when want to build some big winners over long years.

If you want today's boys to be tomorrow men, you have to give them time and bear their ups and downs till structurally they are in the right direction.

Some boys will turnout useless too but a few boys turning men would take care of old age.

The best suggestion I can give to anyone who wants to have long term investment mindset based on own experience and craze over quarterly result tracking. I know what I have missed and hence saying. Not valid for traders mindset and totally fine. Enough ways to bell the cat. Also, one does not need to have an investor mindset on 100% of portfolio. Decide and Design as per own convenience. Investing and portfolio management is a very personal thing.

Can always ignore the message, not everything is for everyone

[Intrinsic Compounding @soicfinance]

12 Themes that stand out, and will increasingly become a part of the index vs Traditional Banking sector or IT

1. Healthcare
2. Electrification
3. Ship Building
4. Electronics manufacturing
5. Niche Pharma and CDMOs
6. Auto component cos in premiumisation
7. Financialisation: AMCS, EXCHANGES etc
8. Defence & Aerospace
9. Precision engineering
10. Capital goods in new age sectors
11. New age consumption
12. Deep tech businesses across new age sectors

[viral @viralimitless]

@itsTarH @ishmohit1 True, but occasionally, when a pig gets too comfortable in the mud, it needs to be reminded of its place before they walk away…Ishmohit did the right thing!

[ishmohit @ishmohit1]

You know what?

Today, I will take you head on and not get intimidated by a 2 rs troll.

I have covered numerous sectors from Cdmo to aerospace to financials to shipbuilding and what not with an intention to share knowledge. Given your hate and stupidity you don’t even realise that I haven’t covered names like route etc that you have mentioned. I get it why you’re doing this- you want cheap attention & your twitter payout . Even businesses like alkyl at numerous places I have mentioned how margins are at an all time high and non replicable.

Many many businesses which have done well but given you just want to defame. I will mention this-

Those who know us and have followed hardwork of @soicfinance @ResearchSOIC - will know the value we have delivered.

For 2rs troll like you - this is the last bit of attention that you deserve especially when you can’t even write your real name.

Our work will go on and get better from here :)

[Bharat Meghraj @pushpmegh21]

So aptly put !!!
Life after 40 !!

[Equity Insights Elite @EquityInsightss]

Good Results so far (5) #Q4FY26💹

List is very long⏬

ADF Foods
Akums Drugs
Anant Raj
Apollo Tyres
Arvind Ltd
Atul Auto
Azad Engineering
Bharti Airtel
Caplin Point
CARE Ratings
Chambal Fertilisers
Deep Industries
Delhivery
Diffusion Engineers
eClerx Services
Endurance Technologies
EPack PrefabTech
Fractal Analytics
Fujiyama Power
Fusion Finance
Gala Precision
GE Shipping
Gland Pharma
Global Health
Godfrey Phillips
Gokul Agro
Hester Biosciences
Hindustan Copper
Indian Hotels
Inventurus Knowledge
ITC Hotels
JSW Energy
JSW Infrastructure
JSW Steel
JTEKT India
JTL Industries
Kalpataru Projects
Kirloskar Oil
Krishna Institute
KRN Heat Exchanger
Latent View
Manorama Industries
Metropolis Healthcare
MPS
Muthoot Finance
NDR Auto
Neogen Chemicals
NLC India
PN Gadgil
Paras Defence
PNGS Reva Diamond
Premier Energies
Pricol
Privi Speciality
Pyramid Technoplast
Quality Power
RBZ Jewellers
Saregama India
Satin Creditcare
Senores Pharma
Shadowfax Technologies
Sharda Cropchem
Sheela Foam
Shriram Pistons
Shyam Metalics
Siemens Energy
Solar Industries
Solara Active
Somany Ceramics
Standard Engineering
Syrma SGS
Tata Steel
Tatva Chintan
TD Power Systems
Thangamayil Jewellery
TVS Motor
Uno Minda
Venky’s India
Vishal Mega Mart
Welspun Enterprises
Wheels India

This list contains for companies that reported results this week

If any company is not covered here, it will be covered in other parts⏬

Must be on radar.

[Сarm1ne @carm1nee]

Jane Street made $4.3 billion with a single strategy in India, it worked so well that regulators launched an investigation

it only got exposed because Jane Street sued their own employees and accidentally leaked the strategy

India's options market is 422 times larger than its stock market

every morning they bought $500 million in stocks

once puts were cheap enough they loaded up, sold all their stocks in the afternoon

$85 million in a single day, they ran this for two years straight, regulators ordered $570 million forfeited

Bookmark & Watch the full story today ↓

[Deepak Shenoy @deepakshenoy]

My letter in our factsheet this month. It's on Climbing a wall of worry.

Will post the whole text and links in the following tweets.

[viral @viralimitless]

@microcp2mltibgr 11332

[Ruben Hassid @rubenhassid]

Instead of watching Netflix tonight.

Spend a day mastering Claude here: https://t.co/Vn60ElPZ2i

→ Level 1 - 24 min: The basics.

Claude For Dummies: https://t.co/HNa5MrCLVU
Claude Setup: https://t.co/jw2qdIcjnh

→ Level 2 - 1 hour: Real workflows.

Claude Cowork: https://t.co/uWTpOI3Woc
Claude for teams: https://t.co/qxlcqhf8bM
Claude Design: https://t.co/ZY8Fg5D2ea
Cowork + Projects: https://t.co/Q7AN9CZAbO
Claude for slides: https://t.co/L0bPMgXci6
Claude Skills: https://t.co/6cHYYfjXEA

→ Level 3 - 3.5 hours: The pro moves.

Avoid sycophancy: https://t.co/5i8xSJBGUl
Claude Code: https://t.co/UgE9xBXVbE
Claude 101: https://t.co/OvBmlvnVqL
Stop hitting Claude limits: https://t.co/j5fEzSH5br
Stop Prompting: https://t.co/j1LATSJiat

→ Level 4 - 8 hours: Expert mode.

Claude Computer: https://t.co/TxYuHPjgbV
Build with Claude API: https://t.co/RcCbfNjlzz

Pro tip: Don't binge it. Do one level per sitting.

Actually apply each guide before moving to the next