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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Everyone talks about 10 baggers. I want to talk about a Reverse 20 bagger. An 'investment' which reduced my capital by 20x. This is the story of how I 'invested' in Yes Bank & L...
Lets discuss how to invest in equity directly, the end to end picture, taking as an example my largest holding: RACL βοΈ π₯οΈ π§΅π§΅ππ https://t.co/0fgJ7zlbvP
Claim: Free cash flow compounding justifies owning companies trading at optically high valuations. Let us analyse the compounding (past & future) by taking an example of 1 π in th...
π§΅π§΅π§΅π§΅ π Artificial Inteligence = π₯οΈ + π§ When can you expect your fridge & mobile phone to revolt against you? (Spoiler Alert: Not in the foreseeable future). Please Do 're-tweet'...
Vaibhav Global. The OG ππππππ in the dust. π§΅π https://t.co/2n20jmjvdf
This thread is to create awareness on how to use https://t.co/3jeqlXO0QH Please note that i am not officially associated with website. Only an active contributor & hope to benefi...
Mega π§΅π on #Pix transmissions & what makes this company special. TL;DR: Recession proof play on global capex cycle revival & mechanisation of indian agriculture. https://t.co/JDD...
Time for some anti-thesis pointers. What is the seller thinking? What is their thesis? It always helps to keep track of what can go wrong with the company so that when it actually...
Let us estimate the ROIIC for #Pix transmissions. See https://t.co/2bvvRSBScr page for details on the capex that is ongoing.
Mega 𧡠on Tatva Chintan. What excites me. What is the biz. What am i gonna do about the co. Now that company is listed with around π―%+ gains, probably a good time to understand...
With seasoned investors like @LuckyInvest_AK sir talking about platform businesses I feel motivated to start a π§΅π§΅ on discussing, analyzing & understanding platform businesses. Rea...
A lot of people ask: how do you find companies to invest in? very good question. How did you find RACL, Pix? Creating this ad-hoc thread to share my process. if you like it,...