#Capex

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

Johan Rosenqvist

J_Rosenqvist

This week it’s time for one of my since long largest holdings, ASML, to report. I’ve previously discussed the company, but to give some brief context it sells high-tech equipment

San Lorenzo Capital 🏝️

sanlorenzocap

$EAF is an EV stockmasquerading as an industrials stock. A thread: Graftech International ($EAF) is a manufacturer of graphite electrodes, which are used in the electric arc furnace method of

Riggs_Bud

Riggs_Bud

Thread for Semis. Not my area of expertise, but trying to learn. Feedback appreciated. Advanced Level Packaging - Brooks Automation ($BRKS) and CamTek ($CAMT). Decline of Moore's Law means Semis

luis carruthers

orthereaboot

The $TSLA 10Q review thread begins. As always, the tweets are not in order of materiality & apologies to those that posted the info already.Today, we will begin on page

Jan Schaumann

jschauma

(A few) Ops Lessons We All Learn The Hard Way -- a Twitter : 1. Email is the worst monitoring and alerting mechanism except for all the others.2. Absence of

Reflex Research

ReflexFunds

Some thoughts on Tesla’s Autopilot & Robotaxi strategy:1) I believe Tesla has a unique & superior strategy for solving Robotaxis which I categorise as the Intelligence/Data heavy approach, based on

Meng De

kingofwei_

never forget Tobin-Q: 1.783 "Companies in sectors with low capital spending requirements tend to outperform those with greater spending needs" page 35 "The sectors we look to invest in

Institut des Finances

IOFLebanon

This thread is about understanding #Budget 2020Disclaimer: budget 2020 was planned before #October_Revolution and Covid-19.Check it out! The budget law is huge & complex. We tried to make it

THE PLUTOCRAT🇿🇼🇿🇦🇦🇺

trevmuchedzi

The typical debate within South Africa about offshore vs. onshore investment is mostly misplaced. The arguments brought forward by either group are typically based on past performance, with either side

Amitabh Vatsya

amitabhvatsya

5 Habits which make Solara Active, Mr. Dependable Stock! No 4 will shock you!!A thread https://wealthsutra.wordpress.com/2020/10/13/5-habits-which-make-solara-active-mr-dependable-stock-no-4-will-shock-you/ Whether it is Cricket or Stock

Shubham Gupta

ShubhamGupta54

A thread dedicated to Mr. Shripal Morakhia, the great organization built by him and importance of timing in success of an Organisation.Working closely with Mr. Morakhia in the rescue efforts

Mostly Borrowed Ideas

borrowed_ideas

1/ MEGA THREAD: Long $ISRGISRG has been an incredible compounder ever since its IPO back in 2000. It's a pure-play in robotic surgery. Robotic surgery penetration is still just ~2.5%

Nairametrics

Nairametrics

Hello everyone and welcome to @Nairametrics Corporate News Roundup for the week ended May 10, 2020. This thread is brought to you by @BluechipTechNG.    The thread starts

jefke

jefke00

Tessenderlo $TESB.BR recently announced their stunning results for the first 6 months of 2020.Revenue almost stable, but big jump on profitability.Investments in Bio-Valorization finally seem to be paying off.Some highlights

Madalina Vicari

v_madalina

Now, that the fever of #Turkey's gas finding has cooled off (or not?), time for a (long) THREAD on challenges and implications #OOTT #ONGT The gas is in ULTRA-deep