Discover and read the best of Twitter Threads about #persistent

Most recents (5)

So the 1st co we are going to discuss today is one of the most technologically/foundationally strong company that's founder led, 1st generation promoter led IT company - Persistent #PersistentSystems
Industries & Domains Served:

Banking, Financials, Insurance, Healthcare, Lifesciences, Industrial, Hi-Tech, Telecom, Media. Banking & Financials being a steady driver, while Lifesciences has been the alpha generator.
Services:
Digital -Design & Consulting
Business Intelligence - AI/ML, Data Stack, Data Integration
Product Engineering - Product, platform design & engineering
IDA - Identity & Access services, privacy management
cont..
Read 31 tweets
One line thesis for top momentum stocks:
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy

(1/n)
#GRANULES - Pharma boom, API, Cos Moving from China to India for APIs.
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India

(2/n)
#TATACOMM - New investments from FIIs, WFH, Few players left, INet growth
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud

(3/n)
Read 7 tweets
πŸ”΄β¬ Here I start a thread about some Oracle Database concepts. We will see how far it goesβ€Š-β€Šall questions/comments welcome.
πŸ”΄β¬ A database (or DBMSβ€Š-β€Šdatabase management system) stores (for short and long term) and manipulates (from many concurrent users/devices) your #data.
πŸ”΄β¬ #data is logically structured (tablespaces, schemas, tables, columns, datatypes, constraints,…). The structure is described by #metadata.
Read 73 tweets

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