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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Let's understand what high NIMs mean for π¦. Short 𧡠https://t.co/LJolAdaCns
10 investing mistakes I made in last 10 years. My name is Sahil, & I am a human. Therefore, I err. This is a catalog of those errors & my apology for committing them. A promise to...
Laurus labs concall happened right now. Very interesting commentary from dr chava sir. π My key takeaways π Disclaimer: biased, i am adding today. π https://t.co/W21kbB9Hgj
With investors like @LuckyInvest_AK ashish Kacholia sir investing in it, let us look at one of the largest listed e-pharmacies & why I invested in it 8 months ago. Get ready for a...
Mastek Q3 results. What is happening?? https://t.co/Fajeq8YOmX
Music to your ears. Music to my ears. π΅π΅πΆπΆ Saregama Q3 result key takeaways: 1. Carvaan sales have picked up to 1.41 cr. But no new capital allocation here. QIP money deployed int...
Tatva chintan π§ͺβοΈβοΈ concall happened yesterday. My key takeaways: 1. Margin compression in this quarter was a perfect storm. In b/w the lines: transportation costs went up 2.5% o...
Angel one π concall was today. Some key takeaways from Q3Fy22 results: π§΅π§΅ https://t.co/h84e5cdgMO
Price was X a year ago Price is 4X today. Thatβs a pity isnβt it? Nope, its pitti. π€£π€£ And it is still undervalued imo. A thread to understand whether pitti deserves our pity or...
@LuckyInvest_AK Oyo started as an aggregator then moved to be a business hotel chain the cool part is that it's asset light. Oyo does not own any of the hotels. Oyo standardizes th...
Mirza International. Red Tape. Mode. Oaktrak. A thread. Let us try to understand the possible reason(s) behind recent ferocious price increases. Let us also understand how to ana...
2021. Easy to move down the quality curve in π market. Here are 21 companies that I studied in 2021 but decided not to invest in. #21 might blow your mind. π€£π€― Will also share so...