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Vivek Mashrani, CFA
MashraniVivek
Thread on sector dynamics and selection...only for educational purpose...personal views...Some interesting sectors currently:1. Specialty Chemicals2. Pharma3. Agri4. IT5. Platforms(1/n) Selecting sectors with tailwind at early stage is an A
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Vivek Mashrani, CFA
MashraniVivek
A super awesome thread on megatrend that is shifting the world in drastic way...What's that??These are platform businesses....What is platform business? How is it changing our lives? How does it
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Vivek Mashrani, CFA
MashraniVivek
What happens when you go behind DIVIDEND YIELD ignoring GROWTH...Educational thread based on learning from Mr. Market...No recommendations..Case 1 - COAL INDIAIn 2017 approx dividend Rs. 20 >> Price ~250;
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Vivek Mashrani, CFA
MashraniVivek
I have a confession to make to all of you..When I started, I ventured into Intraday and F&O.In Oct 2008, I even blew off my capital..Later, I tried various strategies
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Shalin Shah
Fibonalysis
Timken India#TimkenIndia #TechnoFunda #Fibonalysis Let's have a look at another gem of a company. Albeit costly as on date. No harm in trying to understand why it stands out and
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Shalin Shah
Fibonalysis
Stovec Industries Ltd.Let's try and understand why this company can be a good passive bet in our portfolio.https://www.spgprints.com/spgprints-group/companies-agents/stovec-industries-ltdStovec is part of Netherlands based SPG Prints, a
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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
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