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Truffl
@gotruffl
Truffl: Opinionated. Differentiated. Provocative. Astute.
Re-imagine Investing, Socially.
Joined January 2022
17 Following
39 Followers
127 Posts
ย Pinned Tweet
Hello World!
Our mission at Truffl is simple. We want to make you and us better investors!
How do we all become better investors?
It's really quite simple. Information is now (mostly) a commodity, but insight still isn't and never will be.
(1/2)
@nbalajiv Wait a little longer and it'll be a small-cap soon!
https://t.co/FmOi5DEu9j
Truffl #1: PayTM
PayTM is worth 0. That's right, 0 Rs / share. Nice round number.
Why 0 you ask?
0 is what happens when no business model meets no risk appetite.
0 it what happens when management doesn't know what business it's in. (1/17)
New ATH today.
(1/11) Truffl #2: Cholamandalam Finance
For #2, we decided to go to the other end from #1!
Exactly the opposite end of the spectrum from VSS stands SV.
SV (Subbiah Vellayan) is the (old/new) Chairman of Chola.
And, we know the market has built a halo around SV. ๐
Hello World!
Our mission at Truffl is simple. We want to make you and us better investors!
How do we all become better investors?
It's really quite simple. Information is now (mostly) a commodity, but insight still isn't and never will be.
(1/2)
@desiTraveler Sure. We just started out & will keep this in mind!
(1/11) Truffl #2: Cholamandalam Finance
For #2, we decided to go to the other end from #1!
Exactly the opposite end of the spectrum from VSS stands SV.
SV (Subbiah Vellayan) is the (old/new) Chairman of Chola.
And, we know the market has built a halo around SV. ๐
@BeyondTrading07 It'll first hit 197, then it'll hit 0 ๐ and we have reasons to believe the same
https://t.co/FmOi5DEu9j
Truffl #1: PayTM
PayTM is worth 0. That's right, 0 Rs / share. Nice round number.
Why 0 you ask?
0 is what happens when no business model meets no risk appetite.
0 it what happens when management doesn't know what business it's in. (1/17)
@katalystwealth Nothing very visible yet, but we should have a trickle-down effect.
Also, do check out our thesis on Paytm
https://t.co/FmOi5DEu9j
Truffl #1: PayTM
PayTM is worth 0. That's right, 0 Rs / share. Nice round number.
Why 0 you ask?
0 is what happens when no business model meets no risk appetite.
0 it what happens when management doesn't know what business it's in. (1/17)
(1/11) Truffl #2: Cholamandalam Finance
For #2, we decided to go to the other end from #1!
Exactly the opposite end of the spectrum from VSS stands SV.
SV (Subbiah Vellayan) is the (old/new) Chairman of Chola.
And, we know the market has built a halo around SV. ๐
@madhurchopra Thank you! We have some great content lined up as well :)
@Rishikesh_ADX We think it can touch 0. Do check our analysis here
https://t.co/FmOi5DEu9j
Truffl #1: PayTM
PayTM is worth 0. That's right, 0 Rs / share. Nice round number.
Why 0 you ask?
0 is what happens when no business model meets no risk appetite.
0 it what happens when management doesn't know what business it's in. (1/17)
@VRtrendfollower Our target price is 0 ! Check out our understanding
https://t.co/FmOi5DEu9j
Truffl #1: PayTM
PayTM is worth 0. That's right, 0 Rs / share. Nice round number.
Why 0 you ask?
0 is what happens when no business model meets no risk appetite.
0 it what happens when management doesn't know what business it's in. (1/17)
@piyushchaudhry Do check our thesis on Paytm, you'll like it!
https://t.co/FmOi5DEu9j
Truffl #1: PayTM
PayTM is worth 0. That's right, 0 Rs / share. Nice round number.
Why 0 you ask?
0 is what happens when no business model meets no risk appetite.
0 it what happens when management doesn't know what business it's in. (1/17)
@Atulsingh_asan @RajarshitaS Correct! We too feel the same. Check our understanding here
https://t.co/FmOi5DEu9j
Truffl #1: PayTM
PayTM is worth 0. That's right, 0 Rs / share. Nice round number.
Why 0 you ask?
0 is what happens when no business model meets no risk appetite.
0 it what happens when management doesn't know what business it's in. (1/17)
@RajarshitaS Abhi toh party shuru hui hai! Do check why we feel it is worth zero
https://t.co/FmOi5DEu9j
Truffl #1: PayTM
PayTM is worth 0. That's right, 0 Rs / share. Nice round number.
Why 0 you ask?
0 is what happens when no business model meets no risk appetite.
0 it what happens when management doesn't know what business it's in. (1/17)
@tumrabaap Thanks man!
Truffl #1: PayTM
PayTM is worth 0. That's right, 0 Rs / share. Nice round number.
Why 0 you ask?
0 is what happens when no business model meets no risk appetite.
0 it what happens when management doesn't know what business it's in. (1/17)
@Akshat_World Akshat, we wrote about Paytm recently, do check it out
https://t.co/FmOi5DVxbj
Truffl #1: PayTM
PayTM is worth 0. That's right, 0 Rs / share. Nice round number.
Why 0 you ask?
0 is what happens when no business model meets no risk appetite.
0 it what happens when management doesn't know what business it's in. (1/17)
Paytm's worries never seem to come to an end. The stock hits an all-time low today. It's now available at 30% of its IPO price.
#wealthdestruction #paytm #IPOB
Truffl #1: PayTM
PayTM is worth 0. That's right, 0 Rs / share. Nice round number.
Why 0 you ask?
0 is what happens when no business model meets no risk appetite.
0 it what happens when management doesn't know what business it's in. (1/17)
@ASFINANCE825 @kuttrapali26 @KommawarSwapnil @nishkumar1977 @jbotlagunta Hey, we also believe that Cholafin can do great. Do read our thesis here
https://t.co/KEXA9ZbbO9
(1/11) Truffl #2: Cholamandalam Finance
For #2, we decided to go to the other end from #1!
Exactly the opposite end of the spectrum from VSS stands SV.
SV (Subbiah Vellayan) is the (old/new) Chairman of Chola.
And, we know the market has built a halo around SV. ๐
@KommawarSwapnil Hey, we also believe that Cholafin can do great. Do read our thesis here
https://t.co/KEXA9ZbbO9
(1/11) Truffl #2: Cholamandalam Finance
For #2, we decided to go to the other end from #1!
Exactly the opposite end of the spectrum from VSS stands SV.
SV (Subbiah Vellayan) is the (old/new) Chairman of Chola.
And, we know the market has built a halo around SV. ๐
@jigspatel1988 Hey, we also believe that Cholafin can do great. Do read our thesis here
https://t.co/KEXA9ZbbO9
(1/11) Truffl #2: Cholamandalam Finance
For #2, we decided to go to the other end from #1!
Exactly the opposite end of the spectrum from VSS stands SV.
SV (Subbiah Vellayan) is the (old/new) Chairman of Chola.
And, we know the market has built a halo around SV. ๐
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