[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@ManuJemini](/creator/twitter/ManuJemini) "Just posting numbers doesnt add much. People can find them anywhere but most miss the bigger picture when they dont understand the business trajectory. ICICI Banks retail loan book now makes up nearly XX% but its growing at just X to X percent a slowdown from the earlier XX to XX percent range. As a result ROE is declining and overall loan book growth came down to just 11-12%. The pace is clearly slowing. Thats why its critical to track the business not just the numbers. Raw figures rarely tell the full story"  [@ManuJemini](/creator/x/ManuJemini) on [X](/post/tweet/1946872506557812810) 2025-07-20 09:59:11 UTC XXX followers, XXX engagements "Grasim's Big Bet: Birla Opus Paints Becomes #3 Player in X Months 🎨 A deep dive into their Q4 FY25 Earnings Call Grasim Industries reported its highest-ever standalone revenue in Q4 FY25 driven by its new ventures. The company's new paints brand Birla Opus has made a disruptive entry capturing the #3 spot in the decorative paints market within six months of its pan-India launch. X. Outlook & Strategic Ambitions - Birla Opus (Paints): Management aims for Birla Opus to become a double-digit market share player (excluding putty) in FY26. The long-term target is to achieve 10000 Crores in"  [@ManuJemini](/creator/x/ManuJemini) on [X](/post/tweet/1944751237544775811) 2025-07-14 13:30:01 UTC XXX followers, XX engagements "Paytm: AI-driven Efficiency & Eyes on UPI Monetization 🤖 A deep dive into their Q4 FY25 Earnings Call Paytm is doubling down on its path to profitability leveraging AI for significant cost reductions and shifting its lending strategy. Management is optimistic about the introduction of a Merchant Discount Rate (MDR) on UPI which is expected to be a major monetization lever. X. Outlook & Strategic Focus - Path to Profitability: Management is confident of achieving Profit After Tax (PAT) profitability in the coming quarters supported by lower ESOP costs and AI-driven operational efficiencies. -"  [@ManuJemini](/creator/x/ManuJemini) on [X](/post/tweet/1947640358315106595) 2025-07-22 12:50:21 UTC XXX followers, XXX engagements "One of the hardest things for our brain to grasp is opportunity cost especially the cost of missed opportunities. This is why people who has invested in stocks like Kotak Mahindra Bank HDFC Bank Britannia DMart Berger Paints Asian Paints and many others often say At least I didnt lose money. I played it safe in a volatile market. But the reality is they did lose money not visibly but silently in the form of opportunities they didnt capture. And heres the tricky part: our brain doesnt naturally calculate what could have been. Most of the time it doesnt even recognize what an opportunity looks"  [@ManuJemini](/creator/x/ManuJemini) on [X](/post/tweet/1943898112218563068) 2025-07-12 05:00:00 UTC XXX followers, XXX engagements "@IndianGems_ Reasons why gutka isnt completely banned yet: X. Backed by a powerful lobby with political influence. X. Tax revenue and informal employment depend on it. X. Weak enforcement of existing bans. X. Loopholes allow components like pan masala and tobacco to be sold separately"  [@ManuJemini](/creator/x/ManuJemini) on [X](/post/tweet/1946568046048628989) 2025-07-19 13:49:22 UTC XXX followers, 1324 engagements "These traditional media and entertainment names like Zee DB Corp Jagran Prakashan TV Today Sun TV Hathway Dish TV Network18 etc are on a declining trajectory. Dont fall for the illusion of cheap valuations or temporary boosts like election-led ad revenue. Structural decay Short-term triggers. There are far better businesses out there with real long-term tailwinds"  [@ManuJemini](/creator/x/ManuJemini) on [X](/post/tweet/1946058053926961385) 2025-07-18 04:02:50 UTC XXX followers, XXX engagements "ixigo: A "Blockbuster" Year Fueled by Flights Buses & Innovative Tech 🚂✈🚌 A deep dive into their Q4 FY25 & FY25 Earnings Call ixigo has reported a stellar FY25 with Gross Transaction Value (GTV) surging by XX% YoY to nearly 15000 Crores. The company saw explosive growth in its flights and buses segments and successfully launched its innovative "Travel Guarantee" feature converting waitlisted train passengers into first-time flyers and bus travelers. X. Outlook & Strategic Focus - Growth Without Seasonality: Management highlighted a rare trend of consistent quarter-on-quarter growth terming"  [@ManuJemini](/creator/x/ManuJemini) on [X](/post/tweet/1947280413212184932) 2025-07-21 13:00:03 UTC XXX followers, XX engagements "@TheDailyHPotter Its like watching Michael Jacksons timeline but in reverse"  [@ManuJemini](/creator/x/ManuJemini) on [X](/post/tweet/1946664339370639492) 2025-07-19 20:12:00 UTC XXX followers, 24K engagements "📈 Solid start to the earnings season ✅ Several strong Q1FY26 performances and updates coming in. Here are a few standout names from my watchlist: 📌 Ixigo (LTTL) 📌 Kalyan Jewellers 📌 Polycab 📌 GSM Foils 📌 V2 Retail 📌 PNG Gadgil 📌 Indian Hotels 📌 Senco 📌 Vintage Coffee 📌 Garuda Construction 📝 Staying tuned the momentum is building"  [@ManuJemini](/creator/x/ManuJemini) on [X](/post/tweet/1946868057328292203) 2025-07-20 09:41:30 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ManuJemini
"Just posting numbers doesnt add much. People can find them anywhere but most miss the bigger picture when they dont understand the business trajectory. ICICI Banks retail loan book now makes up nearly XX% but its growing at just X to X percent a slowdown from the earlier XX to XX percent range. As a result ROE is declining and overall loan book growth came down to just 11-12%. The pace is clearly slowing. Thats why its critical to track the business not just the numbers. Raw figures rarely tell the full story"
@ManuJemini on X 2025-07-20 09:59:11 UTC XXX followers, XXX engagements
"Grasim's Big Bet: Birla Opus Paints Becomes #3 Player in X Months 🎨 A deep dive into their Q4 FY25 Earnings Call Grasim Industries reported its highest-ever standalone revenue in Q4 FY25 driven by its new ventures. The company's new paints brand Birla Opus has made a disruptive entry capturing the #3 spot in the decorative paints market within six months of its pan-India launch. X. Outlook & Strategic Ambitions - Birla Opus (Paints): Management aims for Birla Opus to become a double-digit market share player (excluding putty) in FY26. The long-term target is to achieve 10000 Crores in" @ManuJemini on X 2025-07-14 13:30:01 UTC XXX followers, XX engagements
"Paytm: AI-driven Efficiency & Eyes on UPI Monetization 🤖 A deep dive into their Q4 FY25 Earnings Call Paytm is doubling down on its path to profitability leveraging AI for significant cost reductions and shifting its lending strategy. Management is optimistic about the introduction of a Merchant Discount Rate (MDR) on UPI which is expected to be a major monetization lever. X. Outlook & Strategic Focus - Path to Profitability: Management is confident of achieving Profit After Tax (PAT) profitability in the coming quarters supported by lower ESOP costs and AI-driven operational efficiencies. -" @ManuJemini on X 2025-07-22 12:50:21 UTC XXX followers, XXX engagements
"One of the hardest things for our brain to grasp is opportunity cost especially the cost of missed opportunities. This is why people who has invested in stocks like Kotak Mahindra Bank HDFC Bank Britannia DMart Berger Paints Asian Paints and many others often say At least I didnt lose money. I played it safe in a volatile market. But the reality is they did lose money not visibly but silently in the form of opportunities they didnt capture. And heres the tricky part: our brain doesnt naturally calculate what could have been. Most of the time it doesnt even recognize what an opportunity looks" @ManuJemini on X 2025-07-12 05:00:00 UTC XXX followers, XXX engagements
"@IndianGems_ Reasons why gutka isnt completely banned yet: X. Backed by a powerful lobby with political influence. X. Tax revenue and informal employment depend on it. X. Weak enforcement of existing bans. X. Loopholes allow components like pan masala and tobacco to be sold separately" @ManuJemini on X 2025-07-19 13:49:22 UTC XXX followers, 1324 engagements
"These traditional media and entertainment names like Zee DB Corp Jagran Prakashan TV Today Sun TV Hathway Dish TV Network18 etc are on a declining trajectory. Dont fall for the illusion of cheap valuations or temporary boosts like election-led ad revenue. Structural decay Short-term triggers. There are far better businesses out there with real long-term tailwinds" @ManuJemini on X 2025-07-18 04:02:50 UTC XXX followers, XXX engagements
"ixigo: A "Blockbuster" Year Fueled by Flights Buses & Innovative Tech 🚂✈🚌 A deep dive into their Q4 FY25 & FY25 Earnings Call ixigo has reported a stellar FY25 with Gross Transaction Value (GTV) surging by XX% YoY to nearly 15000 Crores. The company saw explosive growth in its flights and buses segments and successfully launched its innovative "Travel Guarantee" feature converting waitlisted train passengers into first-time flyers and bus travelers. X. Outlook & Strategic Focus - Growth Without Seasonality: Management highlighted a rare trend of consistent quarter-on-quarter growth terming" @ManuJemini on X 2025-07-21 13:00:03 UTC XXX followers, XX engagements
"@TheDailyHPotter Its like watching Michael Jacksons timeline but in reverse" @ManuJemini on X 2025-07-19 20:12:00 UTC XXX followers, 24K engagements
"📈 Solid start to the earnings season ✅ Several strong Q1FY26 performances and updates coming in. Here are a few standout names from my watchlist: 📌 Ixigo (LTTL) 📌 Kalyan Jewellers 📌 Polycab 📌 GSM Foils 📌 V2 Retail 📌 PNG Gadgil 📌 Indian Hotels 📌 Senco 📌 Vintage Coffee 📌 Garuda Construction 📝 Staying tuned the momentum is building" @ManuJemini on X 2025-07-20 09:41:30 UTC XXX followers, XXX engagements