Ameya
Cover Tech & Retail businesses + Trade Nifty + everything that's tradable. Tweets are my personal views! Newsletters:https://t.co/O9RTWZxsxF
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These next 2 Qs will clearly highlight those who have positioned well Vs. those who just did smart marketing. I have been talking about positioning in IT in all my spaces/sessions....
Strong commentary from concall so far. $430mn incremental rev. which is more than 3x of FY21. $2bn large deal pipeline - 50% TCV in late stage, 4 in contracting stage. 40% of this...
I still see that the understanding on many technological aspects is very rudimentary in investors community. Again, I am not blowing the trumpet of tech, but just trying to clear s...
The cloud scene is very fluid. It is so dynamic & changing fast that we can't really say there is any strong emerging trend there with just "one" hyperscaler. Multi-cloud is the ke...
So the next co we are going to look at is Mindtree. It is now an L&T group co & L&T is already sitting on a hefty gain since taking it over. The #mindtree business positioning stil...
Some top up topics here since there was very interesting conversation in the comments. Just want to bring that topic to the front. What is data assessment & prioritization? How doe...
OK here we go! Pl note that thread may be a bit technical, but I have tried to be as simple as I could. This is my own interpretation of the tech & where we are going with digital...
We will look at the 4th company in this series today. It is a smallcap companies named #Zensar that has one hidden gem called ZenLabs! Read on. https://t.co/pd5t0OmAkQ
So we are going to discuss a young digital co promoted by big names. The price has rallied exponentially & valuations are through the roof. This is an attempt to discover where the...
The 3rd co that we are going to study today is a smallcap, although by definition it isn't a smallcap, but by operations it still is. This π§΅is even longer than previous ones. Here...
So the 2nd co we're going to study today is a small base, very aggressive, well positioned one. This one is going to be a long thread. Have a patient read! Here is - #Birlasoft htt...
So the 1st co we are going to discuss today is one of the most technologically/foundationally strong company that's founder led, 1st generation promoter led IT company - Persistent...