@nakul_sarda Misleading data. Check the Enterprise values because legacy auto has a lot of debt. Besides Tesla has an Energy business and massive lead in battery tech and software. Market looks ahead.
This graph is more indicative of what disruption looks like than anything else.
@jaganmsna@InvesysCapital@SanaSecurities @varinder_bansal This can become a systemic issue. Investor's confidence is shaken. They may withdraw money from other funds. The debt market is not liquid enough to handle so much redemption. It is absolutely necessary in this environment for the regulators to speak.
@safiranand It's alarming that he is selling.
Important for us to recognize that many sectors are facing hostile business conditions for an extended time.
Airlines, Hotels, restaurants, movie theaters. What else?
Top Segments for Pharma (Aug)
- Cardiac was top segment contributing to sales with nearly all players present
- Anti-Malarial/Blood Related/Stomatological/Vaccine only having 1 player
- Sun numero uno with Cipla 2nd (close contest for 3rd position)
@darshanvmehta1@VivekIyer72
Watching “The Power of Myth” with Bill Moyers and Joe Campbell (on Netflix) again.
It is more impactful and powerful than just about any book I’ve read. It is the ultimate conversation.
The notion of “following one’s bliss” is often besmirched. Watch this and try to disagree.
Arguably the potential list of multibaggers! #ASM is based on buyer concentration too which may be good in my opinion. Carefully screening them may open wonders.