Balaji Vaidyanath ⚡️
@nbalajiv
Director, NAFA Asset Managers. Ex Principal Officer & Fund Manager @sundaramMF. #Bitcoin. Tennis. Rafa. Energy. Views personal.
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Some charts to help understand where each sector is at in terms of their aggregate profits and aggregate market cap. (1/9) Starting with metals: does market know something that w...
Table of small-cap earnings yield as measured by their cash flow from operations divided by enterprise value and g-sec below. The difference between earnings yields and g sec has...
Full year PAT: Google - ₹570,000 crs Nifty 50 - ₹570,000 crs (TTM) Market-cap: Google: ₹145 lakh crores Nifty 50: ₹135 lakh crores PE: Google: 25.6x Nifty 50: 23.6x ROE: Google...
Gentle counter view (Thread) (1/13) https://t.co/d9BU2rX0v8