Last week @claudeai released the Equity Research plugin and of course I had to check it out

Sharing all the details below on how to use it along with the outputs, so you can see for yourself.

Bookmark this thread & read till the end📌 - Download Claude for Desktop
- Get a Pro Plan
- Install the Equity Research plugin
claude.com/plugins/equity…

Everyone is talking about the IPO of the National Stock Exchange (NSE)

But what if the real opportunity lies elsewhere?

Let’s break it down 🧵👇 Two listed entities hold stake in NSE:

> IFCI
>The New India Assurance Company

If NSE lists at a premium valuation, the mark to market value of their holdings rises.

It is a proxy re-rating trade.

If Vietnam is on your 2025 bucket list, SAVE this 📌

We explored Hanoi, Sapa, Da Nang & Hoi An.

One of the best trips we’ve ever had 😍

Here’s the full itinerary with flights, hotels, the BEST FOOD & transport hacks 👇 1.Hanoi 🏛️

Stay: The Legend Hotel – near Hoan Kiem Lake, walkable from Old Quarter

🍴 Food & Cafés:
•King Roti
•Banh Mi 25
•Bancong Coffee
•Poke Hanoi
•Loading T
•Maison Marou
•Luk Lak
•Still Color Café
•Chao Ban
•Philo Garden Coffee
•The Running Bean

📸 Places:
•Train Street & Night Market
•Walk at Hoan Kiem Lake
•Hoa Lo Museum
•Cafés around West Lake
•Lotte Mall
•One Pillar Pagoda

1/
₹24 for filing your ITR.
Jio Finance just made income tax filing cheaper than anyone would have thought

₹24 is not about today’s profit - it’s about tomorrow’s monopoly.
Here’s what it means for taxpayers, fintechs & most importantly CAs.

Like,share & read till the end📌 2/
India’s tax filing market has been dominated by local CAs and fintechs like ClearTax and TaxBuddy.

And just days before Jio’s announcement, ClearTax laid off 25% of staff including IIT grads hired only 60 days ago.

Coincidence? Maybe.
Signal? Definitely.

This man from Punjab,India turned just ₹50 Lakhs into ₹2,000+ Crores from the stock market - quietly, under everyone’s radar.

Bookmark this thread & read till the end📌 - Born Just Before the Crash

Anil Goel started investing in Sept 1992 - right before the Harshad Mehta scam.

Markets tanked. Most ran away.

Goel stayed. And in April 1993, as FIIs entered India, he doubled down.

His risk paid off in the bull run that followed.

Ongoing IPO season and you’re frustrated about never getting allotment in any IPOs?

Don’t worry!,IPOs provide many opportunities post listing which many tend to ignore.

A Thread🧵 on one of my favourite setups called “IPO or Primary base” Key points I look for in an ideal IPO base setup:

1) Listed at a premium, indicating buyers demand.

2) Makes a high within 3-5 weeks on the left side (I prefer stocks having listing day as high).

3) Correction of 20-30% from the high made(these can extend upto 50-60% too).