Discover and read the best of Twitter Threads about #rajivjain
Most recents (1)
#AdaniGroup #GQGPartners $2Bn Block Deal is FAILSthe SMELL TEST in my opinion….. here is why
1) Avg PE Multiple of all the PUBLIC Portfolios of #GQGPartners is 7 to 8X …. Adani Stocks bought are at 25x, 144x, 89x & 77x.
2) NO MONEY goes to the Co. ONLY PROMOTER margin call
1) Avg PE Multiple of all the PUBLIC Portfolios of #GQGPartners is 7 to 8X …. Adani Stocks bought are at 25x, 144x, 89x & 77x.
2) NO MONEY goes to the Co. ONLY PROMOTER margin call
Let’s look at #GQGPartners in more detail. Here is an interesting Interview & Bloomberg
On the 3rd Minute he discusses Adani. Does not matter in my view & I will explain in new few tweets gqgpartners.com/insights/bloom…
On the 3rd Minute he discusses Adani. Does not matter in my view & I will explain in new few tweets gqgpartners.com/insights/bloom…
Average Price Earnings (PE) of EM Portfolio is just 7X … all Adani Stocks are 26X to 144X 
