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Jan 5
Supreme Court hears plea seeking reservation for specially abled lawyers in the Bar Council of India

Bench: CJI Surya Kant and Justice Joymalya Bagchi Image
Sr. Adv. Manan Mishra (BCI Chairman): there is no scope for their adjustment in the main council. But we can make adjustments in committees.

CJI: ensure there is adequate representation.
Sr. Adv. Indira Jaising: they shouldn’t be asked to pay the fee for nomination form while contesting elections.

CJI: Mr Mishra, for specially abled persons you only charge a nominal fee when they contest elections. It can be a symbolic amount. Instead of 1.25 lakhs it could be 25000.

Jaising: 25000 may also be a little high.
Read 11 tweets
Jan 5
Thread 🧵

How I analyze Indian Microcap & SME stocks using AI

I focus on asking the right prompts across AI tools.

Just use them on your AI like chatgpt , perplexity and thank me later .
1) Microcap Order Book + Execution Reality Check

Prompt:
“You are an Indian microcap analyst. For [COMPANY NAME] (NSE/BSE), build a structured note covering:
Order book: latest value, segment split (EPC/defence/rail/renewables/etc.), client quality, margin profile, retention/LD clauses, advances, execution cycle, and historical conversion to revenue.

Execution: quarterly execution trend, capacity constraints, working capital cycle, procurement dependencies, subcontracting risk, and site-level bottlenecks.

Red flags: aggressive revenue recognition, unusually high other income, sudden debtor jump, related-party transactions.
Output: a table + a 10-bullet ‘investment memo’ with base case / bull case / bear case.”
2) Management Fraud / Governance Deep-Dive (Microcap)

Prompt:
“Act as a forensic equity researcher. For [COMPANY NAME], perform a management integrity and fraud-risk scan:
Promoter background, past litigations, regulatory actions, auditor changes, resignations (CFO/CS/independent directors), pledging history

Related-party transactions and loan/advance patterns

Cash flow vs PAT divergence (5-year), receivables build-up, inventory anomalies

Auditor notes/qualifications and contingent liabilities

Any signs of round-tripping, channel stuffing, or overstated order book
Give a Risk Score (1–10) and list the top 12 due-diligence questions to ask management.”
Read 7 tweets
Jan 5
1/ We are done talking about @Namecheap. They released the domain they stole from us. They did not refund anything or even apologize.

This has been horrific, and we will take many steps to lessen the impact of such deplatforms in the future, based on lessons learned.
2/ I will write an article about Namecheap's censorship.

I don't normally write, as it is a distraction from software development, archival, and managing a team of people. But this seems like a moment that needs clarifying.

A lot happened in the past few days.
3/ We will be releasing a desktop app before the end of this year.

We chose web apps to avoid censorship (compared to a mobile app) but web apps can be shut down too.

I believe @Namecheap paid a reputational and financial price, but they still took down our app, for days.
Read 9 tweets
Jan 5
@rawsalerts @grok how many US bases already in Greenland?
@rawsalerts @grok @grok
@rawsalerts @grok @grok how many US bases already in Greenland?
Read 4 tweets
Jan 5
15 Life-Changing Nonfiction Book's Visual Summary

1. The Psychology Of MoneyImage
2. Atomic Habits Image
3. How to Win Friends & Influence People by Dale Carnegie Image
Read 16 tweets
Jan 5
#SupremeCourt sets aside dismissal of Madhya Pradesh judicial officer Nirbhay Singh Suliya who was removed while serving as Additional District and Sessions Judge on allegations of corruption and adopting double standard while deciding bail applications under the Excise Act. Image
Bench: Justice JB Pardiwala and Justice KV Vishwanathan.

Court: Service to be continued till the petitioner reaches age of superannuation, with full back wages.
J Vishwanathan: Caution must be exercised by the High Courts in initiating disciplinary proceedings. It should be ensured that only because an order is wrong or there is an error of judgement without anything more judicial officer is not put through the ordeal of such proceedings
Read 18 tweets
Jan 5
BREAKING: Supreme Court to pronounce judgement today in bail pleas filed by Umar Khalid, Sharjeel Imam, and other accused in the 2020 Delhi riots conspiracy case.

Bench: Justices Aravind Kumar and NV Anjaria

#UmarKhalid #SharjeelImam #DelhiRiots #SupremeCourtofIndia Image
The Court had reserved its verdict on December 10, 2025.

Read coverage here:

barandbench.com/news/sharjeel-…
Bench assembles.
Read 21 tweets
Jan 5
WOW! The legendary Rosa Koire, author of Behind the Green Mask: U.N. Agenda 21, said that the U.S. and China were working in conjunction on a "sterilization vaccine" in 2012(!!!).

She knew they were going to launch a depopulation "vaccine" 8 years before Covid kicked off!
For reference, the evidence proving the Covid injections are depopulation jabs is overwhelming. See thread:

Recall that China and the U.S. had to work together to pull off the Covid scamdemic operation:

Read 4 tweets
Jan 5
Welcome to the 5th post of #scanuary.

It's a month-long marathon of daily tweetorials about #POCUS and its uses

I hope you found yesterday's post about bile duct PoCUS useful

Today we're going to discuss renal PoCUS

If you find the post useful, please like & retweet Image
🌟Let's start with a case

A 75 yr old patient presents with delirium to ED.
PMH
CKD
T2DM
CHF
Dementia
Bloods show AKI & raised inflammatory markers
CXR is nil acute
So, treated as urosepsis and admitted Image
This patient gets an extended examination with ultrasound (EEUS) and this is what we find on KUB exam

Pt had bilateral moderate to severe hydronephrosis due to bladder mass causing post renal AKI Image
Image
Image
Read 27 tweets
Jan 5
There is a primary school in a quiet village in Bengal with a building named after a Venezuelan revolutionary who helped liberate much of South America. The answer lies in the long, meandering story of India–Venezuela relations. Thread. 1/22 Image
Image
This week, as the world awakes to one of the most startling geopolitical developments in decades — the capture of Venezuelan President Nicolás Maduro by U.S. forces in a dramatic military operation, it’s worth pausing on an unexpected tributary of history. 2/22
In a week when Venezuela has once again crashed into the global news cycle; amid dramatic claims and Washington’s familiar long shadow, it may be worth stepping away from the noise and asking a quieter question: what does Venezuela mean to India, really? 3/22
Read 23 tweets
Jan 5
As mentioned now that mkts are open again I will do a no of deep dive 🧵 on Humm Group $HUM.AX.

As you prob know, I own ~29mm shs here (~$20mm AUD); and have (along w/ CSAM) called an EGM to effect Board Renewal, that will be held on Feb 19, 2025. All details here:

hummboardcleanout.com

These threads will be organized as follows:
1) What are we playing for? (valuation, etc - 50+% upside imo if we win)
2) The status quo (incumbent Board) and what it offers
3) What I/new Board offers + event/arbitrage set-up

NB you should only look at this if you intend to vote in the EGM. It is not hard to vote - full instructions will be forthcoming - takes 5min online for most Aussie shareholders. If you hold through IBKR/overseas brokers it is a bit more involved but still, not exactly difficult.

Also - given the high reflexivity of this idea - that is, the more who believe in it and vote, the more likely it is to work - if you agree w/ the thesis/goal, I would appreciate all sharing on this one. 🙏🙏

OK, on to the 🧵, what are we playing for?
$HUM.AX is a non-bank lender (non-bank financial services), w/ two main businesses: Commercial and Consumer. This is a quintessential 'good business, bad Board' set-up. Fundamentally there isn't much wrong w/ the business, I am not trying on some massive operational turnaround, this is all about simple blocking and tackling on capital allocation and proper, fit for purpose governance norms.

Commercial is a jewel, they provide asset-backed financing to SMEs, for things like equipment, vehicles, inventory. Per below, this segment alone is doing $45-46mm NPAT:Image
Commercial has a long track record of structural growth (see below). AUM is growing, avg losses have been stable (and low) at ~1%; and CTI has improved sequentially over last 4yrs (currently <25% ie v competitive for this type of biz).

The opportunity remains large as banks continue to cede share to non-bank lenders (like $HUM.AX) better able to quickly offer and disburse credit to SMEs.Image
Read 18 tweets
Jan 5
🧵 A THREAD THAT REDEFINES “WISH FULFILLMENT”
Kamadhenu & Kalpavriksha - The Secret the World Forgot 🕉️
This image is not about miracles.
It is about inner mastery.
Let’s decode it step by step 👇Image
1️⃣ Two Legends. One Message.
Kamadhenu (the divine cow) and Kalpavriksha (the celestial tree) are called wish-fulfilling.
But Sanatan Dharma never promoted instant magic.
It encoded a psychological and spiritual truth.
2️⃣ Kamadhenu Is NOT About Wealth
Kamadhenu nourishes endlessly - milk, ghee, sustenance, stability.
She represents:
• Gratitude
• Balance
• Right consumption
• Life-sustaining discipline
When needs are respected, abundance flows naturally.
Read 12 tweets

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