Slow compounding

[Slow compounding @CompoundingSlow]

No framework?

Then, have one. We had a live session yesterday on Framework in YouTube.

https://t.co/N4ZRUs3Laq

[Slow compounding @CompoundingSlow]

What a Miss!

Retailers are still dreaming of #Dmart, #Trent, #JioPlatform, #lauruslabs .

Next bull will bring new set of winners you haven't heard yet.

Follow strong earning growth to find new opportunities.

#WillianONiel

[Slow compounding @CompoundingSlow]

Suryadaya Vs Equitas

#SuryadayaSFB posted excellent numbers and Price to Book below 1.

#EquitasSFB posted excellent numbers but CEO overhang remain.

I will not be #khatronKeKhiladi !

Join telegram channel
https://t.co/zX1z9Imk8I

No Reco

[Slow compounding @CompoundingSlow]

Performance 💥

It feels bad to open demat account now.

Opened anyway. Posted my performance on Telegram channel.

https://t.co/zX1z9Imk8I

Join channel!

People will give you gyan and no one shows performance.

I'm breaking the rules.
Welcome to the Telegram channel!

[Slow compounding @CompoundingSlow]

CarTrade

#CarTrade
Nobody told you to sit on loss. This stock is not a ELSS scheme.

If the growth doesn't come back to this stock, things can be worse.

Well, growth comes back, Market will cheer.

So, Track!

Join telegram channel
https://t.co/zX1z9Imk8I

No reco.

[Slow compounding @CompoundingSlow]

3/3

How to think the scenario?

1. I don't take skeptic approach. I will take doom day call and declare everything will go burst.

2. I would track the business updates. If I like it, I may build a small position.

Disclosure: No reco. No holding yet.
#EquitasSFB

[Slow compounding @CompoundingSlow]

Two Worlds 🌍

#EquitasSFB
1/3
I used to listen to the concall of Equitas. I have heard PN Vasudevan (earlier CEO, resign recently) so many time. He is a true Industry veteran.

Stock reacted when the news of his resignation came. Now, they have to find another worthy CEO.

[Slow compounding @CompoundingSlow]

2/3

Quarterly results came recently.
The lender continue to perform well. Bad days are behind. The strategy bank had set a year back, is giving results now.

Ship is going to the right direction now without the captain.

#HowToThink

[Slow compounding @CompoundingSlow]

Missed it?

If you missed #SJSEnterprise, it's 16 quarters of consecutive growth; here is the next one you are skipping!

Here comes #Shadowfax

Quarter count: 6. Way to go! 55%+ Crazy
I do not know, but tracking.

No reco.

[Slow compounding @CompoundingSlow]

Ather Energy

Track how to read the numbers and development on the Telegram Channel.

https://t.co/YZwnl7mSCW

Enjoy Premium Content free of Cost.
No Reco
#atherenergy

[Slow compounding @CompoundingSlow]

2/2
Similarly, an index investor comments on the PE of Physicswala 600, without understanding the business model!

These people are very harmful to your investment journey. Stay far away from these people/channel.

#Physicswala, #IndexInvestor

[Slow compounding @CompoundingSlow]

Plumber and Cook
1/2
A plumber will never understand a cook's skill set.
🥸A cook will wonder why so much equipment one plumber will need to carry.
🤓And a plumber will wonder why a cook needs to have a sense of taste.

An FD investor will never understand value of business model

[Slow compounding @CompoundingSlow]

Aeroflex

#Aeroflex on Air!

Strong results!
Strong demand!
Strong tailwind !
Stronger conviction!

Sounds like.. the song..😎

Yeh raaten..
Yeh Mausam
Nadi ka kinara..
Yeh chanchal hawaa..

Dis: No reco.

[Slow compounding @CompoundingSlow]

Confused 🤔

#CarTrade posted results below expection. Market is after this chap today. No mercy!

#SkyGold investors are confused. Results was good but then why is kolaveri di ??

Question to #SkyGold investors. Did you think why this stock rallied without any news ? 😎

[Slow compounding @CompoundingSlow]

Avoid and Save yourself!

You must have come across the news that Microsoft will trim 27% of its global work force.

In this era, keep your expectations low and don't buy or build something with a long tenure loan.

This is the first thing to avoid!
#Avoid

[Slow compounding @CompoundingSlow]

Capri Global
Q2FY27
Net Interest Income 69.4%
Net Interest expenses 34%

Your PPOP took the 🪜 84%🟢

Then, the snake, called provision bites. 155% YoY 🔴🔴🔴🔴

PAT still look 77%.🟢

Look 👀 for SMA bucket 🪣
#CapriGlobal

Verify data with co. presentation!
No reco

[Slow compounding @CompoundingSlow]

Breaking Bad - Ather Energy

Remember the iconic dialogue from #BreakingBad ?

"I'm not in the meth business. I'm in the empire business"

Looks like #atherenergy is taking baby steps toward this in EV Scooter!

Q2FY27 Epic Performance!

[Slow compounding @CompoundingSlow]

AU Bank - which Animal?

🟢 Lion like Loan growth and deposit.

🟢 Confident cool dude on future loan growth

🟠 No coffee at Night like cautious on Net Interest Margin

I will wait and observe these three beasts in Q3FY27.

If you want to track one, check Margin.

#AUBank

[Slow compounding @CompoundingSlow]

2/2

Notice NIM has compressed from 5.75% to 4.3%. Yo!

Growth - NIMS - Asset Quality
Holy trinity of Lenders.

If you do not know it, remember it. And do not forget.
And avoid de-rating phase.

No Investing Advice. For educational purposes only!

[Slow compounding @CompoundingSlow]

Kotak Bank

#KotakBank
1/2

People will talk about 29% PAT growth above estimates in Q2FY27. And you will have no clue why Mr. Market de-rated this bank from a P/B of 4 to nearly 2 over last three years!

Because no one told you to check Net Interest Margin (NIM) of this bank!