SWARNASHISH CHATTERJEE
Equity investor. Stock discussions are not recommendations. BARC & IISC dropout. Chess, Bridge & Rubik's cube
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What is Ideal CFO/EBITDA? Is Data pattern or MTAR tech worth tracking or they are terrible business (low CFO/EBITDA)? A thread (1/8)
Piramal Pharma: Is it a value buy now? A thread (1/17) @unseenvalue @AnishA_Moonka https://t.co/Ln03qQp1zK
IDFC FIRST Bank Antithesis: A thread (1/17) https://t.co/wyHmoUSZ4u
Upstart Holding INC: Biggest Fish in the pond going to ocean now? A thread (1/20)
Can Solar + EV + Hydrogen Fuel cell can really reduce CO2 emission? or it is just a myth? A thread (1/36)
Rupa & Company Business model: Why Abakkus fund is buying it? Can it be next PAGE Industry? A thread (1/20) https://t.co/3JHGvYNZbY
IEX Is it overvalued now? A thread (1/21) @itsTarH https://t.co/5pwf47d3Nn
Saregama Antithesis: A thread (1/18)
βAccountingβ for people with non-finance background. Sharing these resources as received requests in DM & comments. A small thread. (1/9)
FIVE Investing myths which are damaging your portfolio CAGR. A long thread (1/21)
When to sell a stock? A detailed thread. @contrarianEPS (1/27)
Sequent 2.0 for vision 2025. Change in dynamics in last 5 quarters has enabled them to aim big in next 5 years. A thread of Concall excerpt discussing how seeds are sown for a st...