#CAGR

Mr. Parag Parikh & "Parag Parikh Long Term Equity Fund"Not a recommendation to buy this fund.Disc: Invested Thread 2/ Background:In 1979, Mr Parag Parikh started his sub broking business. Post
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1) Portfolio summary - June-end$ADYEY $AYX $COUP $CRWD $DDOG $DOCU $ETSY $LVGO $MELI $NOW $OKTA $PINS $ROKU $SE $SHOP $SQ $TTD $TWLO $VRM $WORK http://9923.HK Return since 1 Sept '16 -
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Thread: Directed Energy Weapons1) If you happen to be a gamer who enjoys first-person shooters, then you may have unwittingly played around with directed energy weapons (DEWs) — albeit just
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89% GROWTH ALERT The stock is up a STAGGERING 289% since its March lows It has ALL IT TAKES to BECOME the LEADER in #Cybersecurity COMPETITION
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Thoughts on Holding Companies and Conglomerates Trading at DiscountsA Thread 1/n…Why do holding companies and conglomerates usually trade at discounts?Straight up - the market is correct in valuing these at
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The Biggest Tech Companies now generate almost$1-Trillion in Revenues on an annual run rate! An amount that rivals the GDP of many countries on Earth.Visual Thread on their Revenue &
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$FSLY: An Edge Over the CompetitionFastly, Inc. ($FSLY) is a leading developer-focused edge cloud platform (“Infrastructure-as-a-Service” or “IaaS”).It's programmable edge network optimizes secure content delivery.The stock fell
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#Dixon Tech: Re-entered today on 07/09/2020 at Rs. 8651 (today's high 8940 incidentally is the yearly high)Let me share my experience of my one-sided love for Dixon Tech. Waiting &
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68% GROWTH RATE This company was GROWING by 122% in Q4 ’19Despite the pandemic It grew by 68% AND raise its GROSS MARGINS to 79% It is providing
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#Nazara's gamified early learning app, Kiddopia, subscriber base grew from 115,220 paying subscribers in January 2020 at the time of acquisition to 290,508 as of Oct 2020.Stunning growth!Another #Nazara subsidiary
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Twilio $TWLO 1Q22 Earnings- Rev $875m +48% (organic +35%)- Gross Profit $425m +42% margin 49% -200 bps - NG EBIT $5m -71% margin 1% -236 bps -
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$U: More Than GamingUnity Software ($U) is the leading platform for creating & operating interactive, real-time, 3D content.Thesis: It will fundamentally change how companies bring products to market, reducing frictions
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1) Portfolio summary - Oct-end$ADYEY $AYX $BABA $CRWD $DAO $DDOG $DKNG $DOCU $FROG $GDRX $MELI $OKTA $PINS $PLTR $ROKU $SE $SHOP $SNOW $SQ $TWLO $U $VRM $ZM Return since 1
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#DeltaCorp - A #Gaming BehemothCmp-74Market Cap- 2,016 crIndustry- Gaming/Casino 1) Company OverviewDelta Corp only listed casino operator in India enjoying 55% #marketshare in organized #casino marketAlong with its casino business,
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1) Portfolio update Apr-end -$ADYEY $AFTPY $AGC $CPNG $CRWD $CURI $DKNG $DOCU $GHVI $IPOE $MELI $OPEN $OZON $PATH $PINS $PLTR $ROKU $RTP $SE $SHOP $SFTW $SKLZ $SNAP $SNOW $TWLO $UPSTPortfolio
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1) Portfolio update Mar-end -$ACTC $ADYEY $CCIV $CPNG $CRWD $CURI $DKNG $DOCU $GHVI $IPOE $MELI $OPEN $OZON $PINS $PLTR $RBLX $ROKU $RTP $SE $SFTW $SKLZ $SNOW $TWLO $UPST #NQ_FReturn since
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