Intrinsic Compounding
🏛Seeking Wisdom in the Indian Stock Markets|Disclaimer:Nothing should be considered as investment advice to buy or sell| Education|Fundamental Analysis
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I have seen that PE ratio remains a complex subject for a lot of retail investors, Lets simplify it the SOIC way! 7 Things about PE that no one will tell you about:- Retweet to...
@sahil_vi Not answering one the particular stock per se:- I am experimenting with different styles of investing- Navin has another 1800 crore capex lined up post this 1800 crore i...
Holding Companies Simplified #HoldCo A detailed thread on Holding Companies 🧵 We’ll break it down into 4 parts: 1. What is a HoldCo 2. Types of HoldCo 3. Should you invest in Ho...
Log Chart, Breaking an important trend line and 200 DMA. Margins normalising soon or going below normal? Disc: tracking and teaching how to do cyclicals. https://t.co/sfeLUK8Wk7
@abhymurarka Mine:- recycling, banks & NBFCs which are under earning(elevated costs), micro finance, niche manufacturing companies, tier 2-3 bearing cos, fluoropolymers
Not so long back in 2013-2014. Post a good cycle in both BOPP & BOPET most of the packaging films players ended up expanding capacities. There was a glut of supply over-flooding th...
@me_adityak @Shubham_TLI @ishmohit1 @itsTarH @sahil_vi @suru27 @LuckyInvest_AK Past execution. Eg:- PSP project and execution at Surat Diamond Exchange done within record time.. C...
Jubilant Ingrevia Ltd. #JUBLINGREA Annual Report 2022 Thread 🧵🧵🧵 Key pointers: 1. Company 2. Speciality Chemicals 3. Nutrition & Health 4. Chemical Intermediates 5. CapEx Plans...
Everything about P/E Ratios Simplified! In this thread we will learn:- 1⃣What is the Meaning of PE ratios? 2⃣Why PE ratios are important? 3⃣5 Unique ways to Look at the PE of com...
P.S A case study in commodity investing. No longer own the co, but keep tracking as I understand the maize cycle and is easier to track for me :) Understand the risks, opportunit...
The basics of ROE, ROCE & ROIC explained from scratch with multiple case studies 🧵🧵🧵 In this thread we will cover: 1⃣ Du Pont of ROE 2⃣ Du Pont of ROCE 3⃣ Going Beyond as Investo...
Opportunities might come up or exist within the EV space in:- Lipf6 PVDF PVDF Binders Electrolytes & PVDF Separator Lithium Bi-Carbonate If Manufacturers themselves come up for Li...