Anirban Ghosh

proud Indian.. interested in contemporary politics, economics, markets!!

[Anirban Ghosh @Aizen7189]

Bowled!! Naveen doing a BUMRAH! #AFGvsENG

#CWC2023

[Anirban Ghosh @Aizen7189]

@IKuramasaki @safiranand Lol!

[Anirban Ghosh @Aizen7189]

Unnecessary fanfare!! Such fanfare and what if we loose?? At the end it's just a game, which in a given day anyone can win!

[Johns. @CricCrazyJohns]

Major updates about India vs Pakistan match in Narendra Modi stadium. [Dainik Jagran]

- Amitabh Bachchan, Rajinikanth, Sachin will attend the match.
- Arjit Singh will perform on stage.
- There will be a colourful program ahead of the game.

[Anirban Ghosh @Aizen7189]

Sad but both #teams got the results they deserve!!

[Jason Gay @jasongay]

Farewell Germany and Belgium it really is a World Cup without beer.

[Anirban Ghosh @Aizen7189]

#Messi𓃵 ❤️

[Anirban Ghosh @Aizen7189]

Cheeky!! 😅

[Paytm @Paytm]

Your Internet is fine. It's the apps.

Now you know why monopolies are a bad idea.

[Keval Ashar @KevalAshar]

CRO : Sunrise Sector for India 🎯

"Global CRO services market is projected to reach $73.77 billion by 2025 from $47.77 billion in 2020"

Few Indian CRO players (Low Volume, High Value Business)

1. Syngene
2. Vanta Bioscience
3. CliniRX
4. Navitas Lifescience

[AIM Investments @AimInvestments]

🏥📱 LTTS 💡🚅

📈 Growth 📈

~3 year PAT CAGR 24%
~ Digital to lead growth
🌎Next Generation Mobility
💉Medical & Connected Device

🛍 Return Ratios 🛍

ROCE-42%, ROE-32% Div PO-29.24%

💰Valuations 💰

Apparently high PE-43 due to covid induced subdued Q2/Q3

@ParveenBhansali

[Ram Bhupatiraju @RamBhupatiraju]

Phenomenal summary of "The Warren Buffett Way" book by Roger Hagstrom.

So many Business & Investing lessons packed into this 8 page summary. Extremely useful stuff for long-term Business focused Investors.👍

cc: @dmuthuk @Gautam__Baid

https://t.co/xi91VEzDKu

[Anirban Ghosh @Aizen7189]

Exactly!! 💯

[The Motley Fool @themotleyfool]

Live below your means, be an optimist, and be patient.

That's it.

That's most of what you need to know.

[Lalit Rathi - LKR @lalitinvestor]

Everyone speaks about when to buy a stock. Hardly anyone speaks on when to "Sell".

Thread on when to sell a stock🧵

[Meet Shah @MeetshahV]

Strong Monopolies:

IRCTC 100% Market share in Rail Network.

IEX >90% market share in power trading.

Zydus wellness >90% market share in sugar free product.

Eicher motors >85% market share in 250cc bikes category.

MCX >85% market share in commodity trading.

[Anirban Ghosh @Aizen7189]

@themotleyfool Buy dip and hold quality.

[Nigel D'Souza @Nigel__DSouza]

APL APOLLO TUBES says

👍Merger with APOLLO TRICOAT will bump up EBITDA/tn by 5%

Target in next couple of years 👇
🎯 ROCE at 30%
🎯 EBITDA/tn at 5000/tn

#stockmarket #Nifty

[🇮🇳 Focused Investing @ParveenBhansali]

🥏GMM
🥏Tasty Bites
🥏LTTS
still available at very reasonable prices or are cheap. Add more on any further dips.

Tasty Bites going up for a very big expansion scattered over next 3 yrs. Every dip is an opportunity.

[Vivek @Vivek_Investor]

Who is your favourite Youtuber / blogger in investing? And why?

[H @creatingvalue_H]

@CyclesNavigator https://t.co/DUdRkauQXI
iron / steel / aluminum / copper.. heavy items which will make imports non-competitive as shipping costs increase.. will study charts of some cos too and share

[Sachin K Rai @Coolfundoo]

@saurabhneema1 @ParveenBhansali I believe @ParveenBhansali isn't wrong in his pic. You can read little about GMM Pfaudler in this #thread ->
https://t.co/wJxxjzB0q4

[🇮🇳 Focused Investing @ParveenBhansali]

Quality IT/Tech/Digital/Internet/Platform based Co's having tremendous future potential:

1.LTI
2.LTTS
3. Honeywell
4.GMM Pfaudler
5.IndiaMart
6.InfoEdge
7.Affle
8.DixonTech
9.IEX
10.Route Mobile
11.TataElxsi
12.IRCTC
13.Xelpmoc

Must hv Co's tobuild portfolio4 future

[Anirban Ghosh @Aizen7189]

@TurtleQuants @vivbajaj Absolutely!!