Jiten Parmar
Value Investor. Co-founder of Aurum Capital, a SEBI-Registered Research Analyst firm. Regularly featured on biz channels and publications. Views are personal.
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"My Way or the Highway"? Though I respect all investing styles, I must call out few who try to paint what they don't own as cyclical. I think an understanding of cycles is require...
Hearing reports of firing of 200 staff at Twitter India. Though it's not good if anyone is fired, I think a cleanup was required. A time for exposΓ©. A π§΅on why I think is a good...
A peak into the way we think and invest. Case Study: Contra cyclical stock from paper industry bought during peak pessimism. @CapitalAurum @niteen_india 1/7 https://t.co/FdST4d...
A thread on investing in cyclicals. There are 2 approaches to investing in cyclicals. 1)Contra 2)Turnaround @CapitalAurum 1/9
Q1 2019 profits - 557 cr Q1 2020 profits - 655 cr Q1 2022 profits - 569 cr Price in Jun 2018 - 1300 Price currently - 3150 Mcap - 3 lac crore PE - 100+ Quality, Longevity, Ma...
On 6th day, again got mild fever and felt sleepy all day. Body pain was again mild. 7th day only mild fever. Loss of taste for half a day. Decided to get tested. Day 8 result came....
A thread on my experience and observations of the grocery delivery apps in India. @Grofers @bigbasket_com @JioMart @flipkart supermart, @amazonIN and DMart Ready. Live in Pune. S...
If you buy a Bosch-Siemens appliance in India, just pray that you don't require any service for it. Service is one of the worst. A tweet from few days back responded by Bosch and...
Thanks on the comments and feedback on my latest eFace2Face interview. For the first time, I have done something in Hinglish. All previous interviews have been in English, so this...
BOPP and BOPET film price update as of yesterday. BOPET price increased by 10 Rs BOPP by 4 Rs. BOPP prices increase in around last 45 days is 17 Rs In last one month BOPET pric...
There was a bubble in 2017. There is a bubble now in 2019. Investors need to recognize, where it is. 1/