Report on #CDMO business opp. for #Neuland #Bluejet #Aartipharm #AmiOrganics
Growth triggers, Capex, Mgt. outlook etc.
Impressive insights 🧵
Grok 🙌 great starting point for deep dives
"Its a CRIME to not learn how to use these tools"
≠ Buy/Sell 📞 Edu purpose only
1/6
2/6
Play w/ prompts, throw in concall transcripts & ppts..voila !
Use of specific prompts like "add silent catalyst" "insights" could add great value to understand businesses.
3/6
Growth triggers, Capex & timelines.
4/6
Management Guidance, outlook & Top 5 risks
Great tool to perform initial analyse from docs and create meaningful insights.
It still has its flaws though as it may capture a participant's comment in concall as mgt., pull incorrect data from sources.
5/6
Top 5 risks cont.
**This report is not exhaustive analysis**
This is just to illustrate how a tool can be used. Need to be creative w/ prompts.
6/6
You can ask/add more info to the analysis and keep expanding the report as needed e.g. customers, technical aspects, margins, operating leverage, industry outlook, Bull/Base/Bear scenario etc. but need to have some handle on the business to tweak the valuations.
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