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# ![@WizardsUnknown Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1400492282072035328.png) @WizardsUnknown Unknown Market Wizards

Unknown Market Wizards posts on X about asset allocation, business, 5x, roa the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1400492282072035328/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1400492282072035328/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +273%
- X Months XXXXXX +1.60%
- X Year XXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1400492282072035328/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1400492282072035328/c:line/m:posts_active.svg)

- X Week XX +267%
- X Month XX +63%
- X Months XX +175%
- X Year XX +15%

### Followers: XXXXX [#](/creator/twitter::1400492282072035328/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1400492282072035328/c:line/m:followers.svg)

- X Week XXXXX +0.67%
- X Month XXXXX +0.67%
- X Months XXXXX +4.30%
- X Year XXXXX +7.80%

### CreatorRank: undefined [#](/creator/twitter::1400492282072035328/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1400492282072035328/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [luxury brands](/list/luxury-brands)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[asset allocation](/topic/asset-allocation), [business](/topic/business), [5x](/topic/5x), [roa](/topic/roa), [dep](/topic/dep), [rolex](/topic/rolex)

**Top accounts mentioned or mentioned by**
[@soicfinance](/creator/undefined) [@contrarianeps](/creator/undefined) [@beatthestreet10](/creator/undefined) [@bg52192248](/creator/undefined) [@arunvenk](/creator/undefined) [@harollddas](/creator/undefined) [@sjain13](/creator/undefined) [@simrat11exp](/creator/undefined) [@anandiyer0411](/creator/undefined) [@investmentbook1](/creator/undefined) [@shardhr](/creator/undefined) [@kanishkadavda](/creator/undefined) [@sanjaylangval](/creator/undefined) [@aryanmah1304](/creator/undefined) [@kumarchanchal90](/creator/undefined) [@meetshahv](/creator/undefined) [@ashwinidamani](/creator/undefined) [@nirvanalaha](/creator/undefined) [@vineetjain1101](/creator/undefined) [@surajnairmoat](/creator/undefined)
### Top Social Posts
Top posts by engagements in the last XX hours

"Arman Financial: Current AUM mix is 65:35 MFI:Non-MFI. Mgt wants group vs non-group to be 50:50 in coming quarters. This implies there could be slight yield compression vs pure MFI but lower volatility in credit cost - ability to sustain ROA through cycles. +"  
[X Link](https://x.com/WizardsUnknown/status/1998387721967190406)  2025-12-09T13:42Z 5402 followers, 1222 engagements


"Market is so bad equity analysts are preaching asset allocation 🤣"  
[X Link](https://x.com/WizardsUnknown/status/1997944539169071458)  2025-12-08T08:21Z 5401 followers, XXX engagements


"Arman Financial ROA - FY23 XXX% FY24 XXX% FY25 XXX% Steady state this is a XXX% ROA business. In good times they've leveraged up to 5x so there is a good possibility of ROE mean reverting from X% to 17-18% provided improvement currently visible in MFI indicators sustains. +"  
[X Link](https://x.com/WizardsUnknown/status/1998387839042736463)  2025-12-09T13:42Z 5401 followers, XXX engagements


"Cost trajectory - C/I used to be 26-27% few quarters ago now have spiked to XX% as they've added XXX recovery officers BCM separate credit vertical. Expense has stabilized now and C/I should settle around XX% once AUM starts growing. +"  
[X Link](https://x.com/WizardsUnknown/status/1998387841630642210)  2025-12-09T13:42Z 5402 followers, XX engagements


"Namra impairment peaked in Q4 FY25 & have declined sequentially since. Mid-cycle credit cost hovers around 3-3.5% of AUM. Bucket trend is improving across segments 👇 +"  
[X Link](https://x.com/WizardsUnknown/status/1998387845971706003)  2025-12-09T13:42Z 5401 followers, XXX engagements


"Out of 1239 cr order book XXX cr is executable in H2 FY26 (10-15% may fall into FY27 due to monsoon delays). H1 FY26 already delivered XXX cr revenue XX% EBITDA margin and XX cr PAT. Even with Q2 utilisation dipping to XX% yields held at X% per month. +"  
[X Link](https://x.com/WizardsUnknown/status/1997719815704990029)  2025-12-07T17:28Z 5401 followers, 1010 engagements


"Dep guided XXX cr interest cost XXX% both largely fixed. Any incremental EBITDA (utilisation improvement + Saudi + EPC scale up) adds disproportionately to PAT. If utilisation returns to 7880% in H2 (mgt guidance) PAT can land closer to 180-200+cr implies 13-14x earnings. +"  
[X Link](https://x.com/WizardsUnknown/status/1997719818473222163)  2025-12-07T17:28Z 5401 followers, 1270 engagements


"Rolex Rings: US proclamation reduced duties on specified auto components from XX% to XX% for imports cleared at US ports from X Nov 2025. "Majority of our US exports that may take duty burden of XX% where we do not anticipate any kind of hurdle to pass on.""  
[X Link](https://x.com/WizardsUnknown/status/1998985890841112979)  2025-12-11T05:19Z 5400 followers, XXX engagements