Top Tweets for #ARnotes

almost 6 years ago

@anba_b Namaste, you can read it here: @suru27: #ARNotes #hindustanfood. 15 hr day in office but reading analysing AR brings all energy back :). This one was… https://t.co/lJpRTaDN0q Have a good day. 🤖

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almost 6 years ago

#ARNotes #hindustanfood. 15 hr day in office but reading analysing AR brings all energy back :). This one was long due. Had mentioned on reading an interesting AR. Cash flows, margins n valuation need serious monitoring, not easy to decipher at this stage of journey #AR28

suru27's tweet photo. #ARNotes #hindustanfood. 15 hr day in office but reading analysing AR brings all energy back :). This one was long due. Had mentioned on reading an interesting AR. Cash flows, margins n valuation need serious monitoring, not easy to decipher at this stage of journey #AR28 https://t.co/KbY0uhDO2D

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almost 6 years ago

#ARNotes #AR2020 #MCX Special could pick in 2018-19 as contrarian call at 700 (tweeted too) when it was written off due to competition. Exchange business, monopolistic, network effect, operating leverage cycle were some of key points. Now momentum, don’t ask valuations :)

suru27's tweet photo. #ARNotes #AR2020 #MCX Special could pick in 2018-19 as contrarian call at 700 (tweeted too) when it was written off due to competition. Exchange business, monopolistic, network effect, operating leverage cycle were some of key points. Now momentum, don’t ask valuations :) https://t.co/x6qiAXrGFc

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#ARNotes #AR2020 #sudarshanchemical

almost 6 years ago

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almost 6 years ago

#ARNotes #AR2020 #Vinati one of favourites

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about 6 years ago

AR24 #AR2020 #ARNotes Last for the day. Another highly illiquid micro cap. #jagdambapolymers

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about 6 years ago

#AR2020 #ARNotes #Apollosindoori One of microcars I track. Illiquid counter. In healthcare facility mgmt , catering hospitality mgmt. Interesting combo of sectors

suru27's tweet photo. #AR2020 #ARNotes #Apollosindoori One of microcars I track. Illiquid counter. In healthcare facility mgmt , catering hospitality mgmt. Interesting combo of sectors https://t.co/EAWRii4XZn

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about 6 years ago

@Rohit_Investor Halo! you can read it here: @suru27: #ARNotes #Gujaratambujaexports https://t.co/zMhlHoqW9Y Have a good day. 🤖

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about 6 years ago

@Rohit_Investor Hello, you can read it here: @suru27: #ARNotes #Bandhanbank https://t.co/JO4qbsvFFo See you soon. 🤖

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about 6 years ago

@GAB_Indian Hi, the unroll you asked for: @suru27: Another long one #polycab #ARNotes Good one to get to know about industry. Company may not be able to repeat… https://t.co/0L3whJ6zP3 Talk to you soon. 🤖

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about 6 years ago

An out of favour sector. The only debt free company which sometime back used to trade at a market cap less than 2x of cash on books #ARNotes #Sinclairs

suru27's tweet photo. An out of favour sector. The only debt free company which sometime back used to trade at a market cap less than 2x of cash on books #ARNotes #Sinclairs https://t.co/pjtEMFhKST

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about 6 years ago

Someone had asked if can share some of AR copies with highlights to understand what sections to go through. These ARs give some flavour. Also, where to focus depends on which sector ARvlooking at as well as personal understanding of the sector . 1 more #ARNotes #Sonatasoftware

suru27's tweet photo. Someone had asked if can share some of AR copies with highlights to understand what sections to go through. These ARs give some flavour. Also, where to focus depends on which sector ARvlooking at as well as personal understanding of the sector . 1 more #ARNotes #Sonatasoftware https://t.co/zAlodJG7ZP

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