Vishal Joshi

Investor | 20+ yrs across asset classes | Macro & microcap focus
Identifying asymmetric opportunities & alpha across cycles
Independent views for education

[Vishal Joshi @VJ_InvSolution]

@RahulRao_1992 Would you also know who supplied ancillaries like pipes to handle liquid sodium.

[Vishal Joshi @VJ_InvSolution]

@suru27 next hype to watch
#Data Center 2025
#Semi conductor 2025
#BESS 2026

[Vishal Joshi @VJ_InvSolution]

@AI_Feb21 HPL Electric and Schneider. HPL trades at fairly lower multiples in comparison to Genus while it is pure play manufacturer and hence less capital intensive model.

[Vishal Joshi @VJ_InvSolution]

@ShridhantS Paper also ?

[Vishal Joshi @VJ_InvSolution]

@SunilVTinani IRIS Logix buys business and carries huge good will in the end. Who will be 100% owned by Sovos eventually

[Vishal Joshi @VJ_InvSolution]

@SunilVTinani Sovos infuse 141 Cr as CCD in IRIS Logix. IRIS Logix pays 141 Cr to IRIS business hence there will be good will created above book value in IRIS Logix. Post they sell entire stake by end of financial year to Sovos so it ceases to be subsidiary company of IRIS business.

[Vishal Joshi @VJ_InvSolution]

@Pertinacious101 Positive in all aspects. High valuation helps in low dilution and opens scope for future fund raise

[Vishal Joshi @VJ_InvSolution]

@ipo_mantra How this is compared against Hariom Pipes which is available at half of market cap

[Vishal Joshi @VJ_InvSolution]

@caniravkaria Usha Martin

[Vishal Joshi @VJ_InvSolution]

@Goldforestinves https://t.co/FyjtW6nULU

[Vishal Joshi @VJ_InvSolution]

@SunilVTinani Par drugs …promoter sold cash generating business to private company …possibly not in favour of minority shareholders

[Vishal Joshi @VJ_InvSolution]

@SunilVTinani Any linkages with Himadri Speciality promoter? They appear under public shareholder category.

[Vikas Khemani @vikaskhemani]

Chetan how much do you know about corporate governance standards in India.. I can say being participants they are far better than many developed nations… people who preach us governance have far more compromised markets.. I am not making the point that our markets are perfect and we don’t have issues.. but every time, vested interest question India and her credibility, opinion makers like you shouldn’t stand in line to give credence to them.. let’s SEBi respond.. I am sure they are far more worried about development of India’s capital market than you. You should question credibility of global rating agencies who rate India poorly despite having far more better merits than some AAA countries.. we need to get rid of the mindset of questioning ourselves when other point fingers at us. Global regulators have not done 10% of what sebi has done in let decade.

[Vishal Joshi @VJ_InvSolution]

@ScholarshipfPhd 3

[Vishal Joshi @VJ_InvSolution]

@caniravkaria @rajat11 Exide Amara Raja HBL Power Exicom …any other name?

[Vishal Joshi @VJ_InvSolution]

@nid_rockz Snowman ?

[Vishal Joshi @VJ_InvSolution]

@RKSharma99 Do we get any update on management as not much details available. Microcap is more about understanding promoter apart from business. Appreciate any help

[Vishal Joshi @VJ_InvSolution]

@AshishGupta325 Kyuki Sach Kadva hota hai