Pankaj K

Looking for stock ideas. Finding needle in haysticks

[Pankaj K @AshwinSbl]

@Shazamzingzong @unseenvalue As it is already abour 20 months? since you have been publishing so content management also becomes imporant now. I know you are one man army; but consider it. It could as simple as throwing all your videos and writeup on susbstack on an AI tool and asking for company mentions.

[Pankaj K @AshwinSbl]

@Shazamzingzong @unseenvalue Sir, I also subscribed to your substack recently. I would also suggest to have some kind of informal list with a caveat that these are case studies. Some of your subcribers are new so they wont know names of the companies so it helps to look at the name and then search.

[Pankaj K @AshwinSbl]

@aleabitoreddit Why not call out name of vendors? Customers I understand. Bur why not vendors/supplier?

[Pankaj K @AshwinSbl]

@JoshiEien @NDTVProfit Thank you.

[Pankaj K @AshwinSbl]

@JoshiEien Can we get access to full clip sir?

[Pankaj K @AshwinSbl]

@unseenvalue Sir, should we subscribe here or substack? Both places charges are 19K annually.

[Pankaj K @AshwinSbl]

@JoshiEien Wonderful channel checks and ground reporting. Excellent reporting and accuracy.

[Pankaj K @AshwinSbl]

@EquityValueIn Get well soon Ameyaji

[Pankaj K @AshwinSbl]

@ishmohit1 @soicfinance Great materials. Very good overview of the sector. How to get notified on upcoming sessions for different sectors or differnt themes?

[Pankaj K @AshwinSbl]

@LearningEleven Sir, if I am not wrong. In many cases, sector itself is lumpy like pharma cdmo. Do you have any thoughts on which sectors are lump vs which are growth?

[Pankaj K @AshwinSbl]

@ishmohit1 @soicfinance Thank you. Looking forward to it.

[Pankaj K @AshwinSbl]

@unseenvalue Okay sir. More power to you for gene editing investors.

[Pankaj K @AshwinSbl]

@JoshiEien How does that impact new enterants into pCAM like Sudeep Pharma (Iron Phosphate)? Would cos like altmin put pressure on Sudeep to cut prices given they are paying higher for other raw materials or sort of temporary pause/delay in orders?

[Pankaj K @AshwinSbl]

@EquityValueIn I guess thats fair assesement. I was hoping for some proactive action (preparing to action) on either supplier side or customer side. Basically, something on the lines of we will make our company more resilient by xyz. Whats your assessment on that.

[Pankaj K @AshwinSbl]

@itsTarH Sir, which platform do you use to track such indices. I wasnt even aware about qsr index?

[Pankaj K @AshwinSbl]

@AJCPricePulse Thank you sir. That would greay help.