Some company's concalls are addictive. You go through one n learn so much about industry that u keep going. Name some of such companies. Let me start - Heritage concalls on Dairy Industry
Your list?
If it's better than 10 year multi bagger stock list, then, like n forward 😄
More from kumar saurabh
#AR2021 This will be master thread for all annual reports to be covered for 2021
#No 1 #Shreedigvijaycement
#No 2 #Bajajconsumer
#No 1 #Shreedigvijaycement
#AR2021 #Shreedigvijay cement. Started this year annual report reading with Digvijay cement. First time read a cement company AR. Some interesting comments on overall economy. Watch it herehttps://t.co/AQM2snbcHG pic.twitter.com/JL4lx26LlC
— kumar saurabh (@suru27) June 1, 2021
#No 2 #Bajajconsumer
#AR2021 #Bajajconsumer. 2nd company. Highlights - Rs 30 cr cost cutting sustainable ? Who gets Rs 8-9 Cr royalty benefit ? Who owns brand ? Why infra subsidiary with losses, intangible asset complexity ? Industry grown fat 2% in volume n 8% in value at 10 yr cagr pic.twitter.com/W4C0H2h8aV
— kumar saurabh (@suru27) June 7, 2021