Samvit Capital

Research on industries & listed businesses.
Frameworks, drivers, catalysts.
Not investment advice.

[Samvit Capital @SamvitCapital]

28/28

If this breakdown helped you see the Rainbow story more clearly:

Hit retweet 🔁
Drop your questions 👇
Tell me which hospital or diagnostic name you want a deep dive on next 🩺📈

And, FOLLOW US FOR MORE! 🙏

#investing #tradingstrategy #FinTwit

[Samvit Capital @SamvitCapital]

1/28

Everyone here seems to have a take on Rainbow Children’s Medicare 👶🩺

Why is a paediatric perinatal chain with 1,900 beds & 219 hospitals spoken about like a blue chip already priced for perfection?

Let’s deep dive 🧵

#hospital #Medicine #healthcare

[Samvit Capital @SamvitCapital]

27/28

Rainbow is talked about because it ticks a lot of boxes:

⭐High acuity
⭐Debt free
⭐Visible capacity pipeline
⭐Reasonable Governance

The debate is not “good or bad ” but “Do you want to pay 50x earnings for mid-teen growth right now or not!"

#RainbowChildren