@reachanandl Sir 15% YoY ptofit growth ? Is that inline with your estimate. Only thing is market already expected the margin compression. Hopefully cell manufacturing and Bess picks up in the 2nd half. Your view will be helpful.
@Sanjotapurohit Sleep quality, stress, high cortisol may be the reason. From past few weeks i too had the same problem. With some good rest it resolved.
@phreakv6 Sir recently you said "Algorithms to live by" as one of your favorite books. Can you name some of your other favorite books? Your willingness to learn and deep work is really inspiring🙏
@ijnani Buffon or neuer agiddre aa cross na punch madiroru... Cross from messi is perfect, no defender would have stopped it.. Except from great goalkeepers
@EquityValueIn Have to say pulak prasad's sir book is too good. So good you can apply those to analyse anything in your life not only investing. @unseenvalue Read on Sajal kapoor sir recommendation.
@shome_rajarshi Whether it's big portfolio or small portfolio the only real things that matters are direction of business, the rate of change of growth & any structural change in business that affects the growth. Looks simple but not easy to implement when chaos happens