Business Analysis
168 Threads
Paper sector : Techno Funda Analysis Many paper companies have given one of the highest ever sales & profit. We have analyzed all the paper cos. [abv Rs.100crs Market Cap.] on Te...
Weekend Investing Resources Vol 9 A thread on what to read/watch this weekend • Business & Sectoral Analysis • How we gone through recent correction • Know your investment's anti...
Many Investors are worried about Gland Pharma Quarterly results(Q1-FY 23) Just Look at Gland's Sales and EBITDA from 2010 to 2021. My analysis of Gland's business model(B2B Model...
Key take aways from Laurus Labs Q1 Results @jeevanpatwa @unseenvalue @itsTarH @vinaynagori5 @tusharbohra @AdityaKhemka5 A Thread 🧵
Ujjivan Small Finance Bank has had a massive fall in stock price over the last 2 years. Many are trapped in the stock. The company posted decent results. A thread analyzing the...
Meghmani Finechem Ltd business analysis: # Leading producer of Chlor-Alkali products nd value added derivatives # Location: Dahej, Gujarat # Comptitive advantage: Focus on largely...
How to Analyse a Financial Statement? 🔢 Let's Find out? ⤵ (1/7) #stocks #business
1/5 "Munger: "You really have to understand the company and its competitive positions...That's not disclosed by the math. Buffett: "I don't know how I would manage money if I had...
Aegis Logistics: Business Analysis Supply Side Dominance is the vision: Will they continue to gain market share? A Thread 🧵👇 https://t.co/mnoYYH3ZFm
Key takeaways from The Economics of Customer Businesses by @mjmauboussin cc:@EugeneNg_VCap @FromValue @SteadyCompound @MnkeDaniel @Vivek_Investor @BrianFeroldi @bkaellner @MoS_In...
How to analyze Startup or new-age companies?🤔 Would it be justified if we value these loss-making companies with the traditional method? NO!❌ So, let's understand how can we val...
Some stocks are STRONG BUYS when they fall Other stocks are SELLS when they fall How can you tell the difference? Here are 5 financial yellow flags to help you out...
Key takeaways from How to Value a Company by Analyzing its Customers by D. McCarthy and P.Fader. cc:@mjmauboussin @EugeneNg_VCap @FromValue @trengriffin @long_equity @RamBhupatira...
🔸tldr of 245K words / 640 pages🔸 6 Most Important #Software #Requirements Practices in 6 Tweets 🧵 https://t.co/Hr8KI60pUm https://t.co/yMXiX6Bbfe
Globus spirits - Business Analysis A great play on ethanol theme? Sometimes I drink water to surprise liver, But can Globus spirits surprise with its performance? A thread🧵 1) #...
The ROE (Return on Equity) for PI Industries, one of India’s larger Chemical companies, fell from 17% in 2020 to 14% in 2021. Bad right? Not necessarily. The profit had grown by...
Adani Wilmar - BUSINESS ANALYSIS Transformation towards FMCG company from kitchen commodities Can fortune brand turn the fortune for Adani Wilmar? Let's deep dive A thread 🧵...
Traps to avoid in Promoter buying scenarios. Case Study - Visaka Industries So Visaka came up in my screener for tracking promoter buying AND in value screens. Single digit PE....
Sandhar Technologies: Business Analysis. The Mutual Fund of Auto Ancillaries? Let's find out. A Thread 🧵👇 (RT if beneficial) https://t.co/MxjeE2MgWs
Connor Haley has achieved a 47% annual return since he founded Alta Fox Capital in 2018. On 645 pages, he and his team analyzed the best-performing stocks of the last 5 years. He...
$HIG Q1 Group Life analysis Bottom line: the loss ratio for deaths remains elevated for HIG at 98.4% which is still 24% above 2019. Notice the loss ratio in Q3 into mandates of 1...
Business Analysis Post 6: Multi-bagger stocks & huge opportunity size part-2 Case studies: Hawkins Cooker, Castrol India, P I Industries & Page Industries. (1/n)
The whole range since Aug 21 got broken and closed below it in a single day price action coupled with sharp rise in COI ( COI has seen strong short buildup even before results) Vi...
Tarson Products: Business Analysis "Leading supplier of plastic labware products with a debt-free, High ROCE & High Margin Business." A thread 🧵 https://t.co/FvZhjQZz3c
