🧵 The Hidden Playbook of Multibaggers: Capex-Led Growth Investing 🚀
The best investors don’t chase last quarter’s numbers.
They study factory floors, check cranes on skylines, and follow capital spending like bloodhounds.
Here's how Capex holds the key to early entry in explosive growth stories 👇1/16
💭 Everyone wants multibaggers. Few know where to look.
You see 5x–10x returns on charts, but rarely ask:
“What triggered the breakout before the profits surged?”
Answer:
🔨A factory was built
🛣️ A capacity doubled
⚗️ A chemical line expanded
➡️ The secret is Capex. 2/16
Jul 14, 2025 • 10 tweets • 3 min read
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🧵Detailed thread on Battery Energy Storage System (BESS)
A theme that will be Powering the Future
Courtesy: @rajendray presentation at Equity Excellence Mumbai Meet-up
🔁Do share/repost for wider reach
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What is BESS?
▪️A large-scale rechargeable battery system that stores energy from various sources like grid, solar, wind, generators etc
▪️Enables reliable, stable power delivery and renewable integration
▪️Acts as a buffer between intermittent energy supply and fluctuating demand
