Manu Jemini (@manujemini) 's Twitter Profile
Manu Jemini

@manujemini

Thinker 🧠 | Investor 💰 | Creator 🚀 | Tech Nerd 💻 | Shifting people's focus from tickers to businesses 📈 | Sharing Concall Deep Dives Daily 📊

ID: 1898307811639226368

calendar_today08-03-2025 09:40:42

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Gita Gopinath (@gitagopinath) 's Twitter Profile Photo

The exposure of the world to US equities is at record levels. A stock market correction would have more severe and global consequences as compared to what followed the dot-com crash. The tariff wars and lack of fiscal space compounds the problem. The underlying problem is not

The exposure of the world to US equities is at record levels. A stock market correction would have more severe and global consequences as compared to what followed the dot-com crash. The tariff wars and lack of fiscal space compounds the problem. The underlying problem is not
Manu Jemini (@manujemini) 's Twitter Profile Photo

🧩 Day 224 - DSA Problem: Valid Palindrome (LeetCode 125) 🚀 🔍 Problem: Given a string s, return true if it's a palindrome (reads same forward/backward), ignoring non-alphanumeric chars and case. Link: leetcode.com/problems/valid… ⚙️ Approach: - Clean string (alphanumeric only,

🧩 Day 224 - DSA Problem: Valid Palindrome (LeetCode 125) 🚀

🔍 Problem: Given a string s, return true if it's a palindrome (reads same forward/backward), ignoring non-alphanumeric chars and case.

Link: leetcode.com/problems/valid…

⚙️ Approach: - Clean string (alphanumeric only,
Manu Jemini (@manujemini) 's Twitter Profile Photo

📈 Day 224 - Earnings Deep Dive, Manorama Industries reports a stellar Q2 & H1 FY26 performance 🚀 The company continues its strong growth momentum, backed by operational excellence, value-added products, and global demand strength. Key Highlights (YoY): - Revenue: ₹6,129 Mn

Manu Jemini (@manujemini) 's Twitter Profile Photo

🏃‍♂️ Day 224 - Daily Fitness Log Move: 805 / 600 KCAL Exercise: 52 / 30 MIN Stand: 14 / 12 HRS Steps: 11,150 Distance: 8.24 km

🏃‍♂️ Day 224 - Daily Fitness Log

Move: 805 / 600 KCAL

Exercise: 52 / 30 MIN

Stand: 14 / 12 HRS

Steps: 11,150

Distance: 8.24 km
Manu Jemini (@manujemini) 's Twitter Profile Photo

📈 Day 225 - Earnings Deep Dive, Polycab India reports strong Q2 & H1 FY26 performance ⚡️ Polycab India Limited continued its growth momentum with solid topline and bottom-line performance driven by robust demand across wires, cables, and FMEG segments. Key Highlights (YoY): -

Manu Jemini (@manujemini) 's Twitter Profile Photo

📈 Day 225 - Earnings Deep Dive, Poonawalla Fincorp Q2 FY26 results, the growth momentum coming back. With a healthy capital adequacy ratio and a diversified, retail-focused strategy backed by analytics and AI-driven risk models, the company seems well-positioned for calibrated

Manu Jemini (@manujemini) 's Twitter Profile Photo

🧩 Day 225 - DSA Problem, Valid Parentheses (LeetCode 20) 🚀 🔍 Problem: Given a string s with '()','{}','[]', return true if brackets are valid (properly nested/closed), false otherwise. Link: leetcode.com/problems/valid… ⚙️ Approach: - Use a stack: Push openers, pop and match on

🧩 Day 225 - DSA Problem,

Valid Parentheses (LeetCode 20) 🚀

🔍 Problem: Given a string s with '()','{}','[]', return true if brackets are valid (properly nested/closed), false otherwise.

Link: leetcode.com/problems/valid…

⚙️ Approach: - Use a stack: Push openers, pop and match on
Manu Jemini (@manujemini) 's Twitter Profile Photo

🏃‍♂️ Day 225 - Daily Fitness Log Move: 832 / 600 KCAL Exercise: 51 / 30 MIN Stand: 16 / 12 HRS Steps: 19,586 Distance: 14.26 km

🏃‍♂️ Day 225 - Daily Fitness Log

Move: 832 / 600 KCAL

Exercise: 51 / 30 MIN

Stand: 16 / 12 HRS

Steps: 19,586

Distance: 14.26 km
Ryan Holiday (@ryanholiday) 's Twitter Profile Photo

5 Stoic don’ts from Marcus Aurelius: 1. Don’t judge others 2. Don’t talk about your philosophy (live it) 3. Don’t be overheard complaining 4. Don’t focus on outcomes 5. Don’t seek revenge

Manu Jemini (@manujemini) 's Twitter Profile Photo

📈 Day 226 - Earnings Deep Dive, Metro Brands Q2 FY26 Results 👟 Footwear isn’t a segment that typically rides GST or consumption tailwinds, and this quarter reflects that reality. Despite store expansion and new brand tie-ups, the quarter wasn’t particularly strong, weighed

Manu Jemini (@manujemini) 's Twitter Profile Photo

📈 Day 226 - Earnings Deep Dive, ICICI Bank Q2 FY26, weak performance. Loan growth slowed to ~10.6% YoY, much lower than the pace it maintained over the past few years. PAT grew just 5.2% YoY. Slower loan growth is the main concern. Margin pressure from repo cuts is

Manu Jemini (@manujemini) 's Twitter Profile Photo

But always remember, markets are forward-looking. Even if the math explains the past perfectly, you still need to keep an eye on the businesses themselves. There are countless examples of companies that looked unstoppable, until they weren’t.

Manu Jemini (@manujemini) 's Twitter Profile Photo

🧩 Day 226 - DSA Problem, Binary Search (LeetCode 704) 🚀 🔍 Problem: Given a sorted array nums and target, return the index if target exists, else -1. Link: leetcode.com/problems/binar… ⚙️ Approach: - Iterative binary search: Mid calc, halve search space based on comparison. ⏱

🧩 Day 226 - DSA Problem,

Binary Search (LeetCode 704) 🚀

🔍 Problem: Given a sorted array nums and target, return the index if target exists, else -1.

Link: leetcode.com/problems/binar…

⚙️ Approach:
- Iterative binary search: Mid calc, halve search space based on comparison.

⏱