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Tar ⚡ Profile picture
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Sep 11, 2021 • 10 tweets • 3 min read
The One on Dividend Discount Models
The One on Warren Buffett's Investing Mistakes
The One with Q2FY22 Results Expectations
The One on Inflation
The One on Laurus and ImmunoAct
The One on Position Sizing and Allocations
The One on REITs Explained
The One on Managing Time
The One on Impact of Fed Rates on Stocks
Laurus Labs Q3FY22 Earnings Analysis

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More from @itsTarH

Tar ⚡ Profile picture
Jan 27
#LaurusLabs Q3FY22 Earnings Analysis

In depth attempt to understand beyond the numbers 🧵⤵️ Image
Before we proceed, a disclaimer, that I am invested and biased.

All information presented in this thread, should be consumed with a pinch of salt (maybe two)🧂

This is not a buy or sell recommendation

Please do your own due-diligence and you will live happily ever after! Image
Lets zoom out first and look at QoQ topline chart for #LaurusLabs Image
Read 37 tweets
Tar ⚡ Profile picture
Jan 26
Brace for turbulence.

cnbc.com/2022/01/26/fed… Image
"quarter-percentage point increase" less than what was being priced in, the first to rise will be US Growth/Tech Stocks, our markets tomorrow may be bullish as well

May remain choppy, but the moves should get less volatile both on up and downside
Read 5 tweets
Tar ⚡ Profile picture
Jan 25
#IndiabullsRealEstate Q3FY22 Results

⭐️The Good
1⃣ Debt further reduced to ₹976cr
2⃣ Divestment of Subsidiary of ₹580cr
3⃣ Sold receivables of ₹2,159cr & total completed inventory of ₹983cr

👎The Bad
1⃣ New Sales were only of ₹184cr & Gross Collections of ₹292cr

1/5
Now I do not know why there was a slowdown in New Sales, they haven't provided any information in the Earnings Presentation

If they are finding it hard to sell inventory then its an issue & a systematic risk

Having said that, these numbers do not mean much on their own

2/5
Company is being valued on the numbers of Embassy without investors getting any insight into what Embassy's performance was like this Qtr

This should get resolved Q1FY23 onwards post merger with Embassy is completed

Hard to value #IBREAL on its own result in such scenario

3/5
Read 6 tweets
Tar ⚡ Profile picture
Jan 15
So somehow we have made it to 51.1K, thank you for all the love and support

Feel like I need to clear some things for everyone who maybe have followed me recently 👇
This account is my personal but public investing diary, I use it to share interesting insights I come across while researching companies, themes etc.

More than for anyone else, these posts are meant for me, so that I can revisit them at a later date
Sometimes over a weekend, I do share threads related to investing concepts threads.investkaroindia.in

Its my way of giving back to the community

Started doing this in May'21 as I could see so many new entrants to the market with no prior investing knowledge
Read 10 tweets
Tar ⚡ Profile picture
Jan 6
Its not the weekend!
But grab a cup of chai anyway ☕ here is a ad-hoc thread on

1. Why US Fed Interest Rates matter?
2. What impact does it have on growth stocks?
3. What do rising rates in US mean for emerging markets like India?
Lets first explore what objectives US Fed has and what mechanisms does it use to achieve those objectives?
Fed is entrusted with two main objectives

1. Price Stability (Control Inflation)
2. Maximize Employment
Read 37 tweets
Tar ⚡ Profile picture
Jan 1
Its the weekend!

Grab a cup of coffee, in this thread I will answer the most frequent question I get asked here on Twitter

How do you make time?

My principles, productivity hacks and cheats 🧵👇

Lets dive right in!
Time to me is the most valuable commodity of all, more important than money itself.
Most people in the world pay a lot of importance to money 💵, and not half as much as to their time ⏰
Read 49 tweets

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