Discover and read the best of Twitter Threads about #metropolis

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#NewPosition - LONG in #METROPOLIS at 1735

4 to 8 weeks breakout
40 minutes later


This is exactly why I only invest in low free float names.

If you want above-average returns, this where the serious money is.

Sold 25% at 1935

Holding remaining bought at 1735

Read 3 tweets
Ambit Capital said #Metropolis was building a Dr Lal Pathlabs-like moat in west India by milking its reputation and test range through deepening customer reach (up six times over FY16-19; now best in the west).
With weakening competition and scope for market share gains in west (around 11% versus Dr Lal's 25% in NCR), 16 per cent revenue CAGR is doable over FY19-22 despite smaller addressable market.
An improving B2C mix – from 43% to 48% for Metropolis –will drive operating leverage-led profit growth at a compound annual growth rate (CAGR) of 21%, Ambit report said.
Read 3 tweets
#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.
2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.
3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.
Read 9 tweets
El mundo del cine y sus increíbles maravillas. Abrimos hilo sobre hechos, curiosidades y datos de cine que tanto fascinan. ¡Vamos allá!
#Cine #curiosidades #elMundoDelCine #hilo #DeshilachandoCine
En los discursos de aceptación de los Oscars, se le ha dado a Steven Spielberg las gracias más que a dios. Aquí están las estadísticas que a quienes se le han dado más las gracias con una estatuilla en la mano.
#Cine #Spielberg #elMundoDelCine #hilo #DeshilachandoCine #Oscars
La leyenda urbana de que todos los relojes en Pulp Fiction están parados a las 4:20 es falsa. Algunos sí, pero no todos ni mucho menos. Hay relojes importantes en la trama que ni de cerca.
#Cine #PulpFiction #elMundoDelCine #hilo #DeshilachandoCine #Tarantino
Read 126 tweets

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