Sahil Sharma
Fascinating that the most complex machine in this universe became self aware Nothing i share is a buy/sell reco. I'm not a sebi registered advisor.
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Motilal Oswal has identified 0.5 PEG as one of possible wealth creation indicators. IIFL Finance is at a P/E of 9-10. Can grow 20-25% in next 3 years. Do the math. π IIFL Financ...
β : Consolidating profit pool with co gaining market share in tailwind wali industry Some eg: 1. Pix in v-belt 2. Angel in broking 3. Shivalik in shunts 4. Racl in luxury autos 5....
A thread on Krsnaa Q4 results & more importantly the investor presentation. Some really revealing π details this time. π§΅π§΅β€΅οΈ https://t.co/flJRCR0x3J
Let us talk about one of the latest, largest entrant into my portfolio. Shivalik bimetal Controls Limited. A 7% position. π§΅π§΅β€΅οΈ Focus on the process. Names will come & names wil...
Intellect Design Arena Let us understand the business & my investment thesis. Consider sharing/Retweeting if you find the thread useful π§΅ β€΅οΈ https://t.co/GPBkNYobSb
How to calculate XIRR (internal rate of return, similar to CAGR for people who deploy capital all the time) in Google Sheets. Short π§΅π please retweet if you find it useful. PS:...
Mastek at investors day: 1. Will look to expand from oracle to 4-5 new alliances: eg:Microsoft azure, salesforce 2. UK govt market is huge. Mastek has only 10-15% of wallet share...
How to evaluate risk of corporate loans blowing up P&L for a bank. Example of IDFC π¦ from my portfolio (feel free to apply it to a lender of your choice) A step by step guide. Mu...
Pix rating has been upgraded to A/A1. The rating report lauds the stable margins despite 100% increase in rubber (raw material) prices. https://t.co/YhjxCGrTda
Such opportunities only come once in a few years. Step-by-step: how to use (the free) @screener_in to generate investment ideas. Do retweet if you find it useful to benefit max...
Let's talk about the latest entrant into my portfolio. IIFL Finance. Small positions, for big dreams. Please consider retweeting if you find it useful :D π§΅π§΅π§΅β€΅οΈ https://t.co/rz...
Neuland concall happened yesterday. ππ» Here are my key takeaways: 1. Prime segment degrew 20% compared to last year Q average In b/w lines: there has been inventory stocking at...