Business Analysis
168 Threads
Business Analysis Post 5: Multi-bagger stocks & Huge opportunity size (1/n)
SJS Enterprises Ltd: Business Analysis "A high ROCE cash-generating business, with a moat" A thread 🧵
IDFC First Bank: Business Analysis The Philanthropist banker with a vision to reach the stars. We'll try to think from 1st principles. A Thread 🧵👇 (RT if beneficial) https://t.co...
The 6 buckets of information I look at when analysing a company for the first time. Most of these tend to be small companies with little coverage but with larger competitors. A...
Process Business Analysts to Support the development of L1 to L7 business process documentation for PLM Location: Remote Tasks: - Support the development of L1 to L7 business pro...
Analyze a business by first understanding how they make money. 8 ways a business makes money: • Licensing • Asset sale • Usage fee • Advertising • Brokerage fee • Subscription fe...
How to do Business Analysis of Textile Companies – Dr Vijay Malik Let us learn in detail factors affecting business of textile companies: spinning mills, fabric makers, apparel ma...
Godrej Agrovet: Business Analysis We have analyzed all their six businesses in-depth & the synergies that they bring, please RT if beneficial. A Thread 🧵👇 https://t.co/KcP8E9NBB2
Business Analysis Post 3: How to Decode functioning & Unit economics of an industry quickly. In this thread we discuss 5 Case Studies: Industry: Agrochemical & Cement Companies:...
Petronet LNG: Business Analysis The most efficient player in the Indian LNG Logistics & LNG accounts for 55% of 🇮🇳's Natural Gas demand. A Thread 🧵👇 (RT if beneficial) https://t....
How to do Business Analysis of Chemical Companies – Dr Vijay Malik Let's understand in detail what makes chemical companies, bulk or specialty, fundamentally strong and the challe...
How to do Business Analysis of Pharmaceutical Companies – Dr Vijay Malik Let us do a deep dive into the pharmaceutical sector and find out the key points to focus on for pharmaceu...
Gufic bio science stock analysis ( RT if beneficial) A Thread 🧵🧵👇 https://t.co/vvWCuUW4Pr
Business Analysis Post 2: Historical Return Analysis to settle the question of whether ONLY quality companies provide great returns? 6 Case Studies Explained: PSU index, Balrampur...
Jubilant Ingrevia Business Analysis 🌱 Ingrevia = “Ingre” denoting Ingredients & “vie” in French meaning Life, ie. Ingredients for Life A Thread 🧵👇 (RT if beneficial) https://t.co...
Business Analysis Series Post 1: Learn 1 Why ROCE of 12.5% & growth of 10% are imp. threshold to define quality of a business 2 How declining ROCE/Margins & sales growth be used to...
We analyzed 100 businesses last year. A thread of what you can learn from them to improve your business/startup! You can read the 100 detailed analysis here: https://t.co/zlynpCGE...
To understand the strength of a chemical business, it is very important to understand the chemistry, to understand it one should study the value chains of those businesses. In t...
HDFC group companies have seen a massive derating over the last 1 year! How are these businesses performing? Should investors be concerned? A detailed thread on the performance o...
Acrysil Limited : Huge Potential! Here’s our analysis of the company, it’s business, growth prospects, risks and more! A detailed thread below! 🧵👇🏻 #investing #StocksToBuy https:...
How to do Business Analysis of Paper Manufacturing Companies - Dr Vijay Malik Learn the parameters that an investor should analyse to check the strength in the business model of p...
How to get away with fraud - Episode 2 Related Party Transactions Promoters are always finding new ways to pull money out of the firm. So today we try to identify ways and means...
Gati Ltd: Can it become the Number 1 player in the Indian Road Express Space? Here is our analysis of the company, it’s current scenario, the future prospects, key risks, financia...
Detailed Company Analysis & Industry Anlaysis we have covered so far. 🧵👇
