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kumar saurabh Profile picture
@suru27
Sep 19, 2020 • 7 tweets • 7 min read • Read on X
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#AR2020 Rarely comes AR which confuses if its well written to entice you or something special. A potential Long-Term story (rare for me) barring few concerns. Must read to know industry #sequentScientific. Thanks to @unseenvalue n @punitbansal14 for bringing this story to us🙏 ImageImageImageImage
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More from @suru27

kumar saurabh Profile picture
Feb 19
Yesterday, I shared this data point of % of companies hitting 52 week low close to ILFS Oct 2018 number.
Question is what is the significance of this data?

Let us explore
The reason to share this data is much more interesting. In current market, people would say - do not catch falling knife, let it bottom etc.

What if you invested in all those days when more than 20% companies were making 52 week low?

Can you backtest return of all such scenarios since last 10-20 years?

Got reminded of my Face2Face video done 4 years back where I presented lot of backtested outputs including how your returns would pan out

Here is this data right from 2006. The red bars are % of companies making 52W lowImage
Though some of these metric are gaining popularity now, we had done lot of exploratory analysis and backtesting around these metric 4-5 years back when I was conceptualizing Scientific Investing . You can watch the full video here:
Read 6 tweets
kumar saurabh Profile picture
Feb 9
SMALLCAP 250

For SMALLCAP 250, based on Q3FY25 results so far:
❓Best performing companies?
❓Attractively valued companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research Image
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💡 Companies delivering >15% sales growth Image
💡 Companies delivering >15% sales growth Image
Read 12 tweets
kumar saurabh Profile picture
Feb 7
NIFTY NEXT 50

For NIFTY NEXT 50, based on Q3FY25 results so far:
❓Best performing companies?
❓Attractively valued companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research Image
💡 Companies delivering double digit sales growth Image
💡 Companies delivering double digit PAT growth Image
Read 9 tweets
kumar saurabh Profile picture
Feb 6
NIFTY 50

For NIFTY 50, based on Q3FY25 results so far:
❓Best performing companies?
❓Attractively valued companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research Image
💡 Companies delivering double digit sales growth Image
💡 Companies delivering double digit PAT growth Image
Read 7 tweets
kumar saurabh Profile picture
Jan 11
Aarti Pharmalabs Limited

1/15 🚀 Introducing Aarti Pharmalabs Ltd!
They make APIs, Xanthine Derivatives, and offer CDMO/CMO services for drug development and manufacturing.
Let’s break it down step by step! 🧵👇
2/15 🏢 Company Background:
● Originally part of Aarti Industries, Aarti Pharmalabs became a separate entity in 2022.
● Focus: Manufacturing key pharmaceutical ingredients, intermediates, and offering contract manufacturing for drug development.
● Their goal? To supply high-quality ingredients for medicines, energy drinks, and supplements globally.
3/15 🌿 What are APIs (Active Pharmaceutical Ingredients)?
● APIs are the active components in medicines that provide therapeutic effects.
○ Example: The ingredient in cancer, pain relief, and respiratory drugs.
● Intermediates are chemical compounds used to create APIs.
○ Think of intermediates as the building blocks of medicines
➡️ Aarti manufactures both!Image
Read 16 tweets
kumar saurabh Profile picture
Dec 31, 2024
RBI released Financial Stability Report - Dec 2024 (half yearly publication covering financial sector)

🧵 sharing key insights and visuals from the report covering macro, banking, investment and other regulatory aspects after going through the report Image
To start with market, how much the EPS needs to grow to justify the existing valuation against historic multiple.

Against this, Q2 growth was below 10% YoY
Do track our newsletters where we cover such things in detail on quarterly basis:
Subscribe to Newsletters: scientificinvesting.in

Old Newsletters: scientificinvesting.in/news.phpImage
Demand for equity hitting through the roof outpacing supply in last few years Image
Read 23 tweets

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