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 …
More from Sajal Kapoor
1. Listen to various competitors
2. Put your neck on the line (invest your hard earned capital - experience comes by paying tuition fee)
3. Read non-investing books as well (Psychology, history, biographies or whatever non-fiction you like)
4. Read this :
https://t.co/6z3HvtKakL
2. Put your neck on the line (invest your hard earned capital - experience comes by paying tuition fee)
3. Read non-investing books as well (Psychology, history, biographies or whatever non-fiction you like)
4. Read this :
https://t.co/6z3HvtKakL
How to augment your Sector knowledge? Follow these 5 points \U0001f447
— Conviction | Patience (@unseenvalue) May 18, 2019
1. The Five Rules For Successful Stock Investing by Pat Dorsey
2. Con Calls - as many as you can in that sector
3. Annual Reports - as many as you can in that sector
4. Interact with trade/channel partners
5. AGMs pic.twitter.com/2ZOx3nkC4i
@oldschoolinvest I said 20-25% #CDMO (Synthesis) growth going forward in @IIC_Conference June 2020 conclave. They have delivered better than my expectations.
Never Knowingly Misguide.
Money making and fake advisory/PMS propaganda has never been my agenda
Never Knowingly Misguide.
Money making and fake advisory/PMS propaganda has never been my agenda
In just 15 years, #LaurusLabs has scaled up like no other..!
— Conviction | Patience (@unseenvalue) July 5, 2020
Numbers v Narrative: Well balanced 2800 Cr sales + huge competitive advantage in terms of IP/patents/synthesis capability!
Comparing Laurus with others - 1 hrs 28 mins\U0001f447https://t.co/Zzx6AwHZLH
Conviction | Patience pic.twitter.com/I6bImfjDCW