Tanishq Medane

Equity Research Analyst | Value and Cyclical Investor

[Tanishq Medane @t_medane]

@ishmohit1 Once we build the temperament for it, it gets easier.

[Tanishq Medane @t_medane]

@MarketScientist Elemental sulphur prices have skyrocketed. Can sulphuric acid producers pass on the price increase at the same pace? No.

So, how does this benefit sulphuric acid producers? Would the benefit only emerge once the Strait of Hormuz situation normalises and sulphur prices correct?

[Tanishq Medane @t_medane]

@suryachaudhary1 Any good write up or article to read more on the sulphur opportunity?

[Tanishq Medane @t_medane]

@DarvasBoxSwing @yatinmota Low growth and margin dilutive

[Tanishq Medane @t_medane]

@UrsRafeek @suru27 Simply search Mukka Proteins or promoter names on SEBI website for more details.

[Tanishq Medane @t_medane]

@SarveshPat2lym @jitenkparmar For cyclicals, I think sir looks at 3 year forward PEG. Along with PB and replacement cost which can be calculated using the cost that any company would require to put up the same capacity today and fair value of the land with the company and any other financial assets.

[Tanishq Medane @t_medane]

@Dhirend82167101 @jeevanpatwa For eg, you should not look at PE for highly cyclical stocks because during a bad cycle (earnings are depressed) the PE will appear very high and during up cycle (earnings increase significantly) the PE will look very low. So in this case, PE is misleading.

[Tanishq Medane @t_medane]

@jitenkparmar Sir, please do a dedicated session on ‘Valuations for Cyclical stocks’ on any future knowledge sharing event 😄

[Tanishq Medane @t_medane]

@VaibhvWrites I use a 13 mini 🔥

[Tanishq Medane @t_medane]

@ishmohit1 Great Wall of Japan

[Tanishq Medane @t_medane]

@TheOmnius yeah, showing incorrect numbers

[Jiten Parmar @jitenkparmar]

Will be presenting at this first meet of this initiative.

[Tanishq Medane @t_medane]

@Nigel__DSouza Autocar professional said it’s the worst product

[Tanishq Medane @t_medane]

@IRInvesting Not sustainable

[Tanishq Medane @t_medane]

@sandipsabharwal Give to Ather instead

[Tanishq Medane @t_medane]

@ThetaVegaCap Pune and HYD easily yes.
Bangalore also yes.

Depends on your lifestyle though.

[Tanishq Medane @t_medane]

@ishmohit1 Same from Pune and Mumbai as well.

[Tanishq Medane @t_medane]

@darshitpatel84 @OlaElectric Only on excessive discounts

[Tanishq Medane @t_medane]

@Krrunal00 @_sbisecurities Not out yet