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Tar ⚡ Profile picture
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Jan 26 • 5 tweets • 2 min read
Brace for turbulence.

cnbc.com/2022/01/26/fed…
"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

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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 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
Dec 18, 2021
It's the weekend!

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

1. What are REITs and REOCs?
2. How do they work?
3. How to value and invest in them?

Lets dive right in!
This is Embassy Golf Links Business Park, my old office, the place I spent 12 hours a day, 5 days a week for 7 years. Image
It's one of the biggest and oldest Business Parks in Bangalore, spread across 2.7 million square feet and is centrally located. Image
Read 40 tweets
Tar ⚡ Profile picture
Sep 11, 2021
The One on Dividend Discount Models
The One on Warren Buffett's Investing Mistakes
The One with Q2FY22 Results Expectations
Read 10 tweets
Tar ⚡ Profile picture
Sep 11, 2021
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.
Read 53 tweets
Tar ⚡ Profile picture
Sep 6, 2021
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.

Read 6 tweets

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