Anish Moonka
CEOβs Office at @Team_Hike | Ex-Founder | IIT KGP alum | 35%+ cagr or nothing- Destroy my stock ideas & I'll send a gift π| What did you get done this week? π
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1/ Network Orchestration, A moat The business model of PDS ππ They play the role of the Orchestrator: A platform that connects to & finds synergies among 1000s of local networks...
IRFC: Business Analysis π A Regulated Monopoly Lender with zero NPAs & growing faster than HDFC & ICICI Banks I authored this on Dec 2021 when the stock was barely talked ab...
Glenmark Life Sciences is now a too-cheap-to-ignore story π 7x TTM EV/EBITDA, Next year (FY24) -> it will be much lower! The Narratives of 1. Glenmark's dependence on its parent...
IDFC First Bank hits it out of the park: 1% ROA this quarter π The NPA goes lower, PCR goes up π¦ https://t.co/PQEotcyNW6
Aegis Logistics: Business Analysis Supply Side Dominance is the vision: Will they continue to gain market share? A Thread π§΅π https://t.co/mnoYYH3ZFm
Mr. V. Vaidyanathanβs managerial remuneration at IDFC First Bank FY20: βΉ8.72 crore FY21: βΉ6.18 crore FY22: βΉ4.67 crore Everything has a reason π€
Interesting lines from Sona Comstar FY22 AR π§΅π No plans to own this business owing to exorbitant valuations. Still, their management's intensity & performance inspires me. Gratit...
Let's hear what Mr Sashidhar Jagdishan has to say in HDFC Bank's FY22 AR. I personally am very excited about the future of the HDFC group, which is analogous to a bet on the futur...
Reserve Bank of India FY22 Annual Report Notes. A Thread π§΅π (RT if beneficial) https://t.co/dkoXT9ET3A
@nishmithchowta Yes, these 8 plants Nishmith. https://t.co/Ms5eSdBUkF
Sandhar Technologies: Business Analysis. The Mutual Fund of Auto Ancillaries? Let's find out. A Thread π§΅π (RT if beneficial) https://t.co/MxjeE2MgWs
Voltamp Transformers: Business Analysis A Thread π§΅π (RT if beneficial) https://t.co/nRkzn8vmTg