Business Analysis
168 Threads
Divis Labs has been a spectacular wealth creator However, the stock has taken a severe beating over the last 1 year! Is there something wrong with the business? The company repor...
GUJARAT FLUOROCHEMICALS In my view, the Operating Margins(OPM) has "PEAKED" From OPM of 26% to 37%(which is 11% ⬆️) As a result, Stock RE-RATED from Rs.700 to Rs.4100 I will expl...
Have you ever wondered how companies like FedEx and UPS keep travel costs low? They use Geospatial Analysis... Here's how. 🧵 #rstats #datascience #geospatial https://t.co/mRYqGK...
Anupam Rasayan India Ltd Analysis!🇮🇳 A Detailed Thread ⬇️🧵 #investing #StocksToBuy https://t.co/JKLteicI0Z
Whilst accountants know how to prepare a BALANCE SHEET… 95% don’t know how to read them. Interpreting balance sheets is the HARD bit. So, here are the first 3 things I look for w...
Geospatial analysis is a secret weapon... Yet, few data scientists actually are using it to its full potential. Here's how. 🧵 #rstats #geospatial https://t.co/huNuDb9l7s
What is #GeospatialAnalysis? And how are businesses using it? A thread. 🧵 #rstats #datascience #BusinessAnalysis https://t.co/zRts5PUpsN
A Short thread on management execution- A case study on #DeepakNitrite 🧪🧪 Like & Retweet for Better reach ! https://t.co/gcMBdcMfKx
Sharing my favorite 6 Charts from Michael Maubossin’s Latest Report and my key takeaways amongst many others: “Return on Invested Capital - How to Calculate ROIC and Handle Commo...
Defense Sector : Techno Funda Analysis We have analyzed all the Defense sector cos. [abv. Rs. 500cr. Market cap] on Techno Funda basis Here are the potential stocks to watch out...
Network analysis is an amazing tool for business analysis. But there are a few challenges to be prepared for. #datascience #rstats #businessanalysis https://t.co/chAVsRzcC5
90% of data scientists are overlooking this skill for business analysis. Yet, it's a gold mine. Here's why... #datascience #rstats #business #excel https://t.co/xE4Xy2nnjS
Bayesian Analysis is blowing my mind. Super useful for Business Analysis. Here’s why. 🧵 #DataScience #rstats #python https://t.co/z2JuiRNMqj
ANALYZE A BUSINESS IN 22 STEPS Are you lost when your PM asks you "hey, go look at XYZ stock?" I've been there. While the business research process is a creative process with no s...
RESEARCHING A STOCK FROM TOP TO BOTTOM //Shoprite Addition https://t.co/NyDEdCrkgK
Michael Mauboussin's 2014 paper on Calculating ROIC is an excellent guide to just about everything you need to know about this important metric and how to make sense of it. Here ar...
Investing can be considered a competition of learning and execution. Many investors before us have put in the work to be at the cutting edge of the field. Here is a thread with...
A Detailed business analysis of a niche Auto ancillary company having industry high ROCE, ROE with top class renowned management A special situation play - A Demerger story that...
This annual report is a goldmine & hands down one of the best I’ve ever read A small cap pharma company with very high growth ambitions over the next 3-5 yrs A detailed thread 🧵👇...
There are approx. 3614 companies with mcap less than 5000 cr. Of them, only 43 were upgraded by rating agencies between 1st April 2022 till today. And here is the list. https://t....
All 17 Businesses Analysis in a single detailed #thread🧵🧵 💎PCBL LTD https://t.co/8MZ5SDvrC3 💎FIEM INDUSTRIES🚘 https://t.co/ggrP3EMLRy 💎LUMAX AUTOTECH🚘 https://t.co/EsZvzjvae...
There is one skill every professional data scientist must have, that no online course talks about it 🤔 ↓
Let’s say you just found out about an investment idea. You could check stock quote, go to the investor relations site, or look at social media. But your first step should be the...
1/If you are involved in analysing a Business to develop or enhance a new #product, software or policy, theres a couple of steps in the process that you need to get accomplished. B...
