Not all chemicals companies are expensive today. I’d screen those where current EV/Sales is in 3-5x range and more importantly where the capex is set to unfold that should improve ROE, ROCE and EV/Sales. It’s more about the individual business cycle leading to earnings growth …
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#SeQuent_2 was my 3rd and final warning ⚠️
Long story short :: If you follow someone - make sure you do actually 'follow' ...
When the focus is on capability, terminal value and ESOPs - reported earnings recovery would have to wait. No science. No commerce. Pure basics 😏
Long story short :: If you follow someone - make sure you do actually 'follow' ...
When the focus is on capability, terminal value and ESOPs - reported earnings recovery would have to wait. No science. No commerce. Pure basics 😏
Stock traded at 336.50 on 29 June. #Oversmart money was looking at limit-up closing followed by a next day gap up opening to make an annualized CAGR of 5000%
— Conviction | Patience (@unseenvalue) June 30, 2021
Animal spirits! - Lag Gaye \U0001f606 https://t.co/Cew044YHmK
@connectgurmeet Real estate - unseen exposure
Playing real estate and home improvement structural story in \U0001f1ee\U0001f1f3 via a focused proxy consumption \U0001f9fa
— Conviction | Patience (@unseenvalue) January 10, 2020
1. Asian Paints
2. Pidilite
3. SHIL (Hindware portfolio)
4. Fragrance SpecChem (Kelkar & Fairchem)
Consumption | Proxy Consumption
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There's more to disclose!
Waiting for business to perform before i share more as too much talking is deemed 'pump and dump' by the elite Twitter activists (who have to pay their advisory staff's salary and bills - so free knowledge sharing hurts their interests)
#Biotechnology
Waiting for business to perform before i share more as too much talking is deemed 'pump and dump' by the elite Twitter activists (who have to pay their advisory staff's salary and bills - so free knowledge sharing hurts their interests)
#Biotechnology
@unseenvalue mentioned this in his seminar https://t.co/kGS9jHuBYx
— Sishya of Highly Respected Sunaka (@JpackJack) June 19, 2021