Rohan

[Rohan @investor_rohan]

@FPL__Raptor I would do Szob -> MGW. And ©️ MGW

[Rohan @investor_rohan]

@EquityValueIn @ekta_batra hahahahaha sorry i completely blanked out 😄😄

[Rohan @investor_rohan]

@FalakKalyani Seems like ABS cycle has turned for the better, looking at the spreads

[Rohan @investor_rohan]

@JoshiEien How do I subscribe?

[Rohan @investor_rohan]

@JoshiEien Whats your view on the ABS cycle?

[Rohan @investor_rohan]

@rdkriplani Chemicals

[Rohan @investor_rohan]

@EquityValueIn ABS-Styrene spreads have been expanding

[Rohan @investor_rohan]

@EquityValueIn Is it out of your coverage now?

[Rohan @investor_rohan]

@drprashantmish6 Have you looked at 3B Blackbio?

[Rohan @investor_rohan]

@JoshiEien Tried DMing you

[Rohan @investor_rohan]

@phreakv6 whats the reason you use linear charts over log charts?

[Rohan @investor_rohan]

@JoeHolder_ @TheAllenYe Hey!
I saw your video on Oura
I feel like im fatigued some days, and not slept well enough but my oura tells me im fine and good to go (my hrv and rhr also say the same)
So how accurate are these? Cuz sometimes it can impact how you actually feel? At that point is it overkill?

[Rohan @investor_rohan]

@EquityValueIn What’s the process for you from going from tracking to initiating? Is it valuations or rate of change? Because if it’s rate of change, price would’ve gone up already I’m assuming, so valuations would have maybe gone from cheap to reasonable?

[Rohan @investor_rohan]

@EquityValueIn

[Rohan @investor_rohan]

@EquityValueIn The reported numbers will still look messy in FY27 due to ESOP peaking, but the underlying cash generation story is becoming visible