Similar User
@iMicrocap
@MGSolidarity
@AdityaKhemka5
@StocksAndStoics
@LearningEleven
@tushar9590
@caprize_invest
@theHarshFolio
@Vims9886
@EkanshMittal_KW
@CaJainankur
@Finstor85
@Rakesh_Invest
@Harshitt93
@badola_arjun
Thread on Specialty chemicals in India The time is ripe now for SEBI to actually consider a spec Chen index with so many companies of different sizes catering to different end user or intermediate industries with developing a niche in their fields
Godfather joins the SSS team this Diwali to give you an offer you cannot refuse.😃 🚀 Special Diwali Offer Upto 40% Discounts on MissioN SMILE. Hurry up, the offer ends by 13th Nov, (Monday) 23 59 hours. rzp.io/l/4KnFuFZ
Please retweet the first tweet if you want to see more such unique research tools in a follow-up thread. Feel free to share resources that you use over DM, and I’ll include these in part 2. @sahil_vi @Chins1729 @AI_Feb21 @JayShah2392 @Arthavruksha12 @nirvana_laha
Exide AR has some int. snippets on the EV Industry...Some other notable highlights: Dec 22 India become 3rd largest Auto Market surpassing Japan & Germany 2022-23 Auto Industry had highest PV sales and second highest CV sales...@MarketSmithIND
We will be revamping our blogs soon- coming out with shorter but much more impactful articles about investing frameworks, forensic analysis of companies and what differentiates a Business. Time to work on writing again 😃💪
“Something has changed in Beijing that policymakers and business leaders worldwide cannot afford to ignore. If Xi says he is readying for war, it would be foolish not to take him at his word.” 1/ foreignaffairs.com/united-states/…
My superpower is 27 years of nonstop global travel seeing how absurd +completely unsustainable US hegemony is. 95% of planet formulating plans to destroy U.S. hegemony via China/Russia using Reset. Pay close attention. Who's facilitating this. Massive Cognitive dissonance.
Terrific piece by @tedgioia: 8 Best Techniques for Evaluating Character 1. Forget what they say—instead look at who they marry. “A person’s choice of a spouse—or their closest lifelong partner—is much more revealing than anything they say or do in public.”
Hi, I have covered Hospital sector in 7-part deep-dive series. Covers the basics & peculiarities, unit economics and 10 major hospitals stocks - Max, Medanta, Artemis, Apollo, Fortis, Narayana, KIMS, HCG, Rainbow, Kovai. Pls share if its useful. Link - bit.ly/3B30yNZ
Today, @mjmauboussin published an amazing paper on Capital Allocation, and it's a gold mine. Let's take a look at the 15 best charts 🧵 "IT & healthcare went from ~20% of S&P 500 in 1985 to >40% in 2021. Over the same time, energy, materials & industrials went from 34 to 13%":
Gradually over a period paints and inks will be water based and not solvent based. Big impact on solvent and resin industry? However pigment and their dispersions will be unscathed. Interesting disruptions in the paint supply chain coming soom
One of the best article on OCEN and Account aggregator. With GST also expected to be live on AA within 3-4 months, its good time to read this article again. tigerfeathers.substack.com/p/ocen-a-conve…
The Poverty of Realism This interview illustrates some key fallacies, shortcomings and outright intellectual dishonesty associated with Mearsheimer's realist approach. And since his authority is instrumental in legitimising the appeasement advocacy, I will discuss it in detail🧵
Buy dirty energy @SushrutDesai
*UK EXTENDS WINDFALL TAX ON OIL, GAS COMPANIES TO 35% TILL 2028 DAMMMM
Somany Ceramics: They have shifted to LPG (& propane) as an energy source. Permanently? Let's see. However, Aegis Logistics (The largest imported of LPG to India) is a big beneficiary of the same.
Lost money and trading mistakes are the price you have to pay to build your experience.
Fiem hits it out of the park ✨ (no one wanted to look at it from 250-550) Highest ever sales Highest ever Operating margins (14%) Highest ever profits This is what you call the start of the automobile cycle 🚀🤞
United States Trends
- 1. Bengals 35,8 B posts
- 2. Herbert 21,1 B posts
- 3. Chargers 30,1 B posts
- 4. Chiefs 143 B posts
- 5. Josh Allen 60,2 B posts
- 6. #BaddiesMidwest 10,6 B posts
- 7. Zac Taylor 2.129 posts
- 8. WWIII 2.547 posts
- 9. 49ers 42,9 B posts
- 10. Russia 684 B posts
- 11. #RHOP 4.979 posts
- 12. Super Bowl 5.715 posts
- 13. Joe Burrow 5.143 posts
- 14. Mahomes 39,5 B posts
- 15. Jim Harbaugh 2.364 posts
- 16. #CINvsLAC 3.926 posts
- 17. #BoltUp 2.594 posts
- 18. Niners 8.547 posts
- 19. Geno 35,5 B posts
- 20. Bo Nix 18,1 B posts
Who to follow
-
Ayush Agrawal Research
@iMicrocap -
Manish Gupta
@MGSolidarity -
Aditya Khemka
@AdityaKhemka5 -
Ankit
@StocksAndStoics -
Sekhar
@LearningEleven -
tushar
@tushar9590 -
Caprize Investment Managers
@caprize_invest -
theHarshFolio
@theHarshFolio -
Dr.Vimal Agrawal
@Vims9886 -
Ekansh Mittal
@EkanshMittal_KW -
Ankur Jain
@CaJainankur -
Ameya
@Finstor85 -
Rakesh Das
@Rakesh_Invest -
Harshit Toshniwal
@Harshitt93 -
Arjun Badola
@badola_arjun
Something went wrong.
Something went wrong.