LNPR Capital Profile picture
Mar 5 11 tweets 3 min read
🔟 Investment Quotes Of All Time To Print & Frame
1. Peter Lynch
2. John Bhogle
3. Charlie Munger
4. Warren Buffett
5. George Soros
6. Mohnish Pabrai
7. Philip Fisher
8. Benjamin Graham
9. Carl Icahn
10. Rakesh Jhunjhunwala

• • •

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More from @LnprCapital

Mar 4
Talbros Automotive Analysis !!

A detailed thread below !! 🧵🧵
About Talbros -

Talbros Auto is a diversified auto component player with presence across automobile categories in passenger vehicles, commercial vehicles, two wheelers, three wheelers, agricultural machinery, off loaders & industrial vehicles.
Q3 Numbers -

In Q3FY22 revenue were at Rs150cr, an increase of 14% YoY
EBITDA at Rs21cr, down by 0.1% YoY
PAT at Rs 11cr, up by 6% YoY
Read 20 tweets
Feb 28
Yasho Industires Analysis !!

A detailed thread below 🧵
About Yasho -

Yasho manufactures performance chemicals for industries such as rubber, latex, food & flavour, perfumes, lubricants and other speciality applications since 1993.
Q3 Numbers -

In Q3FY22 revenue were at Rs166cr, an increase of 71% YoY
EBITDA at Rs 28cr, up by 82% YoY
PAT at Rs 15cr, up by 129% YoY
Read 17 tweets
Feb 27
Warren Buffett's annual letter 2021
"TAKEAWAYS"
Whatever our form of ownership, our goal is to have meaningful investments in businesses with both durable
economic advantages and a first-class CEO.
1/12
We own stocks based upon our expectations
about their long-term business performance and not because we view them as vehicles for timely market moves.

Charlie and I are not stock-pickers; we are business-pickers.
2/12
Read 13 tweets

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