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jeevan patwa
jeevanpatwa
Suven Pharma – Becoming more relevant for customers…“Crucial alliances were forged. Important investments were made. Strong associations sustained. We chose to widen our canvas. Heighten our vision” “There is no
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Shales From The Crypt
ViscosityRedux
Bakken is arguably (one of) the marginal basins in the US. Quick recap on what the industry is seeing and saying for Bakken outlook (spoiler one of these things is
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Value Downunder
DownunderValue
Tassal Group $TGR $TGR.AX are a Tier 1 #ASX aquaculture firm specialising in salmon and expanding into prawns. For 1.5 years their stock price has been beaten down and now
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Muril
UraniumMuril
The #uranium bull v. 2.0 has started and equities has rallied since dec 2020. But who will be the winners?Here is a comparison of two great companies located in Africa,
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Andy
bizalmanac
Old Dominion, $ODFL, stands out among transportation businessesCapital allocation, operational execution, management / ownership all top notchBelow from their most recent deck More on ODFL from their 2020-08-19 Investor Deck1/
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Sam Rosati
Sam_Rosati
Hardest thing about buying your first SMB? Deciding which biz in your pipeline is “good enough.” There are a million criteria checklists (e.g., HBS Guide) and rules of thumb. But
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AYUSH GUPTA
Ayush_Gupta03
Shivalik Rasayan Ltd - Are all negative or less cash flow making companies are red flags? A thread Some important questions (Shivalik Rasayan) 1) Is the company unable to
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Imraan Jeeva
ImraanJeeva
SA retail rallying hard this week and mall REITs languishing. Disconnect opens up a pairs trade? Reason for it possibly not closing the gap: REITs relied heavily on the mom
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Gareth Dennis
GarethDennis
What a deeply embarrassing thing for someone to be proud of... East West Rail's delivery model has been a failure of management and a failure of expertise. The cost of
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Obligation Value
ObligationValue
1) Thread: The biggest blind spot of the Democratic Party. Even amongst the anti-monopoly segment of the party, most Democrats don’t seem to understand the significance of the monopoly problem.
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Motorhead
BradMunchen
1/ The Street sees Tesla's Model 3 sales growing +17% to 406K this year. In 2020, ex-China, the Model 3 fell by 18% YoY. The MIC M3 was Tesla's savior
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Mayur मयूर Thaker ठाकर
freshjiva
Here's what "But its only a 1% equity raise" looks like over 10 years. It made sense up until 1H19, but since then, $TSLA cash flow has been sufficient to
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Ritu Bhandari
RituNMRK
Reading the budget for intent and not just for the measures that it talks about, this is a reformist budget, in context of the structural reforms already undertaken by the
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Neil Ringdahl
NeilRingdahl
1/5 I went and had a look at Oyu Tolgoy after @DanaWhitney59 and @TheWealthMiner started discussing $ETG and #TRQ. Its a very nice deposit, that should print money if it
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Ani
anavrta
An Extremely Impressive Growth Focussed Stance!Excellent glide path for Fiscal consolidation. 4.5% by F26. Growth Stimulative Guidance.Positive change.Zero Coupon Bonds for Infra Financing to bring in significant Debt FII Flows.
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Money Theory
money_theory
1/Bruce Greenwald EPV valuation:Get a cup of coffee. Today I will help you understand the Earnings power value framework and how you can implement it in your valuation analysis.@contrarianEPS @10kdiver
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