Doesn't matter what's the market cap is - micro or large, the quality of any business is never unseen. You screen through the last 5-10 years of balance sheet and cash flows and you'd know what can and cannot compound wealth. Narrative alone is useless. Numbers have to match.
More from Sajal Kapoor
#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
Top 5
The Almanack of Naval Ravikant
The Psychology of Money
The Wealth of common sense
Masterclass with super investors
100 Baggers
The Almanack of Naval Ravikant
The Psychology of Money
The Wealth of common sense
Masterclass with super investors
100 Baggers
Which are the books in your re-read list?
— Investment Books (@InvestmentBook1) October 8, 2021
Mine as Follows \U0001f447
The Psychology of Money
The Wealth of common sense
100 Baggers
Once upon a wall street
Masterclass with super investors
Atomic Habits
Richer, Wiser, Happier
Many stock specific questions on my DM or otherwise remain unanswered. Have shared my thesis, process/framework over many months and would encourage you all to find your own process that suits your very own genome. Learn to do that hard leg-work. Put that effort. Survive. Thrive.
[Free CDMO Masterclass #18] https://t.co/208eQbYKEF
— Conviction | Patience (@unseenvalue) July 25, 2021
[Free Art of Investing] https://t.co/bHvUqnpiTE
[Paid IIC Dec 2020 on SeQuent] https://t.co/3iDO438Et9
[Charity fund raise on Unseen Trends in Biotechnology] https://t.co/eNi1x1qwhH
[Q&A on APIs] https://t.co/EQGz007a9S