Discover and read the best of Twitter Threads about #ARnotes

Most recents (17)

#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
Read 7 tweets
AR24 #AR2020 #ARNotes Last for the day. Another highly illiquid micro cap. #jagdambapolymers ImageImageImageImage
ImageImageImageImage
ImageImageImageImage
Read 3 tweets
#AR2020 #ARNotes #Apollosindoori One of microcars I track. Illiquid counter. In healthcare facility mgmt , catering hospitality mgmt. Interesting combo of sectors ImageImageImageImage
ImageImageImageImage
ImageImageImageImage
Read 8 tweets
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 ImageImageImageImage
ImageImageImageImage
ImageImage
Read 3 tweets
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 ImageImageImageImage
ImageImageImageImage
ImageImageImageImage
Read 7 tweets
Another long one #polycab #ARNotes Good one to get to know about industry. Company may not be able to repeat last year performance ImageImageImageImage
ImageImageImageImage
ImageImageImageImage
Read 14 tweets
#ARNotes #Godrejconsumer Pretty long 1. One of Indian FMCG gone international but the acquired foreign business, specially Africa n LA are pain. Just look at some of subsidiary losses. Sorry for cartoon caricatures in between. Need to entertain my little one while reading 😁 ImageImageImageImage
ImageImageImageImage
ImageImageImageImage
Read 14 tweets
#ARNotes #Menonbearings A small cap company which came on radar 2.5 years back at an investor summit. The one thing did not like is holding shares of a Reliance and Tata motors keeping industry dynamics aside ImageImageImageImage
ImageImageImageImage
ImageImageImageImage
Read 7 tweets
Due to lack of time, not able to post many AR notes. Will teeet some imp stuff read through various ARs. #ARnotes #shkelkar ImageImageImageImage
ImageImageImageImage
Image
Read 3 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!