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16 Aug, 8 tweets, 3 min read
Numbers for Pharma arm of Aarti Industries πŸ‘‡ ImageImage
Revenue for Pharma growing faster than Specialty Chemicals.

Pharma CAGR at 20% vs Spec Chem at 13% Image
EBIT too growing much faster for Pharma vs Spec Chem

Pharma EBIT CAGR at 44% vs Specialty Chemical EBIT CAGR of 7% Image
Pharma Revenue and EBIT QoQ Image
New capacities for Pharma coming up in H2FY22 Image
Growth area focus towards API and Intermediates for regulated markets Image
Commentary ImageImage
Link to PPT: bseindia.com/xml-data/corpf…

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Tar ⚑ Profile picture
11 Sep
It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. What is a Dividend Discount Model?
2. What are its main components?
3. How to use it to value a business?

Lets dive right in.
Before I explain what a Dividend Discount Mode is, lets understand what is the main crux of valuations?
The entire reason behind valuing something is to determine, how much return your investment will generate within a specified period of time.

Return here stands for the cash flow generated by the asset.
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6 Sep
Breakout in Nalco!
Woke up with this, this morning. Had placed trades accordingly.

Nalco, imo, can touch 112 this week.

2745 was previous 10Y high.
While this is a reason for up move, don't forget today is final dividend declaration date.

A good dividend by Nalco can further boost the upmove.

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Tar ⚑ Profile picture
4 Sep
It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. What is a Balance Sheet?
2. Why is it important?
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Lets dive right in.
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Think of it as a store front of a company.
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Tar ⚑ Profile picture
28 Aug
It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. What are Valuation Ratios?
2. What ratio should be used when?
3. Why one standard ratio like a PE doesn't work all the time?

Lets dive right in.
Valuation Ratios are a subset of ratios within the broader family of Ratio Analysis.
It is in this segment of Ratio Analysis, that you will find ratios like Price to Earnings, Price to Book, Price to Cash Flow, Price to Sales and many more.
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Tar ⚑ Profile picture
21 Aug
It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. How to do Industry Research?
2. How to research a Company from scratch?
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Lets dive right in.
The most frequent question I get asked is - How should I research an industry or a trend?
A good question indeed and my answer to this is simple.

Read, Read and then Read some more.

The more knowledge you consume, the better you will be able to identify and link trends across industries.
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Tar ⚑ Profile picture
14 Aug
It's the weekend!

Grab a cup of coffee, in this thread we will explore

1. What is risk management?
2. What is position sizing?
3. How to apply both these concepts to reduce volatility and drawdowns in your portfolio?

Lets dive right in.
What does losing $20 Billion in 24 hours and A Bank being sold for less than $1, have in common?

The answer is Risk Management.
Through this thread we will explore 2 stories - Stories that will teach us the importance of risk management and position sizing in a portfolio.
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