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 
#AR2020 #ARNotes #Apollosindoori One of microcars I track. Illiquid counter. In healthcare facility mgmt , catering hospitality mgmt. Interesting combo of sectors
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
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
Another long one #polycab #ARNotes Good one to get to know about industry. Company may not be able to repeat last year performance
#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 😁
#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
Due to lack of time, not able to post many AR notes. Will teeet some imp stuff read through various ARs. #ARnotes #shkelkar
