Wanted to invest in US Stocks?
Next couple of months are good for bottom fishing

High growth stocks with sky high valuations will finally come down to Earth🌎

My shopping list includes the below

Planet Labs
Rocket Lab
Upstart
Coupang
QS
Roblox
Ginkgo Bioworks

High Risk 🅾️

Two frequent questions

1. What website to use for data?
https://t.co/8A7w6qX4VQ

2. How do invest?
https://t.co/ezrf90WqyH
Ans'ing other Qs, don't know all the companies, there are too many to track & I stick with what I know

Don't feel FOMO, entire year high growth names will correct

Hunt for picks within recent SPACs, most are duds, but higher chances you find a diamond
https://t.co/V5LmR26jSf

More from Tar ⚡

Guess the Sector, that this company operates in.

ROCE 1 Yr: 32.7%
ROCE 3 Yr: 24.8%
ROE: 27.4%
ROE 3 Yr: 19%
Op Margin: 28.4%
Reserves: 32% of Current Market Cap
Debt: Nil
Profit CAGR 3Yrs: 54%
Debtor Days: 15
Inventory Turnover > 5
CFO YoY Increase : 160%

Some of you got it correct. Its Anjali Portland.
The company just acquired another cement company that will double the total sales immediately.
https://t.co/2xVnpJapPy

The acquisition was financed by adding debt, so interest costs from next quarter will go up but still great!

For a company that operates in a cyclical sector like cement!

What I liked is that the company was able to maintain the balance sheet and margins even in a down cycle.

With real estate sector reviving, this can be a great bet from here.

No recommendations, just an observation.

Market started re-rating the stock as soon as they announced acquisition.


Someone did some work on details of acquisition, sharing the thread

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