#CAGR

BSK

Bhavith_Sunkara

I read an annual report for the 1st time and here's what I understood from Visaka Industries Annual report FY21. A thread on financials: CFO comments:Talks about generating superior

Fully Synergized

FullySynergized

Risk/reward on $EQC seems very interesting. First, some history. In '14, Corvex and Related Companies engaged in an activist campaign and ousted the former mgmt of CommonWealth REIT and set

Christopher Seifel

SeifelCapital

$SHOP: The Backbone of Modern CommerceShopify Inc. ($SHOP) is a leading global commerce company that provides a turnkey SaaS platform to start and manage a business.SHOP is the dominant force

Sourabh Gilda

GildaSourabh

A report published by Mckinsey highlights the outperformance of Indian chemical companies. It also talks abt the trends shaping the Chemical Industry and ways in which India can reduce its

Saurabh Naithani(Pahadi)

stockekonomics

Why #LAURUS is risingLaurus has three segments1.Generic Api2.Generic FDF3.Custom synthesis and ingredientsGeneric Api almost 55% of businessFirst line products-Lamivudine, DolutegravirSecond line products-Lopinavir Ritonavir DarunavirDolute

Saurabh Dwivedi

iSaurabhDwivedi

Decoding ITC's story through reported numbers.[A Long Thread] 1/35This discussion is based on the numbers scraped from http://screener.in . It is purely a quantitative model. Further, its merely initiation of a

Kiran Singh Rajput

Kiran24Rajput

LIC’s Jeevan Labh Plan, Table No. 936How a middle-class individual benefited, if he separates ‘Protection & Insurance’ from Jeevan Labh Plan, Table No. 936.Detail Thread Y'day, I received a

Kiran Singh Rajput

Kiran24Rajput

*Thread on Life Insurance Industry & HDFC Life*Current Life Insurance Industry in terms of total premium business is 4.6 Trillion, with current penetration of mere 2.7%.Definitely there is huge potential

Wiseman Capital

CapitalWiseman

The 3 markets of Fantasy Sports, Sports Betting & iGaming are a large $70B TAM driving rapid expansion for $DKNGPrice: $58.12Market Cap: $23B52 WKL – 52WKH: $16.11 - $74.38Shares outstanding:

Albie Cilliers

albie_cilliers

From Feb 2014 to Feb 2019 #PSG's 3 Executive Directors were paid R242 million, around R80 mil each, excl unvested options. What exceptionally rare skills did they possess, and how

diptoncapital

diptoncapital

Getlink (Eurotunnel) thread1) Getlink manages and operates the Channel Tunnel between England and France. Its regulatory framework is defined by the Concession Agreement of 1986, which gives GET the right

Baidik

baidik

#1 - A frame of referenceThe “Motorcycle Diaries” was one of the most profound stories of the 20th century. The magic of Che spread thick and fast. It wasn’t quite

Wiseman Capital

CapitalWiseman

The expanding $45B TAM of Cybersecurity will power the next stage of growth for $CRWDPrice: $206.6Market Cap: $46B52 WKL – 52WKH: $62.77 - $251.28Shares outstanding: 223M The global Cybersecurity market size will

Barath Mukhi

barathmukhi

I was re-reading Beating The Street by Peter Lynch and this caught my eye. Next I tried to figure out what kind of returns Home Depot delivered for it's shareholders.Got

abhishek

abhishec_s

A few Investing principles/thumb-rules: (thread) Seek (unreasonable) Safety: For all their quotes about being courageous, Buffett, Klarman, Marks, Lynch... never really had to be (when buying, while avoiding — sure).

Abdulla E Fakhro

abdullaefakhro

1/ Picture a company that achieved 21% sales CAGR over the past decade, all internally funded, with consistent 70% gross margins, 40% EBITDA margins, 25%+ ROEs and 15%+ ROAs. Must