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IIT Roorkee and IIM Calcutta alumnus “होई है सोई जो राम रचि राखा” ॐ नमः शिवाय
Jul 16, 2020 15 tweets 3 min read
Thread on Issues and Concerns around Bharat Rasayan !!

1st Issue - Promoter is giving loan to company

The interest rate promoter is getting is 9% which is at arm's length. This reflects promoter commitment and confidence in company rather than being a ref flag

1/n
2nd issue - High Receivables
3rd issue - Sales to group entities

Have addressed here in this thread. However, with the current results, 2nd issue is alleviated.

2/n

May 29, 2020 9 tweets 2 min read
If you want to destroy a civilization :

– Destroy their family structure
– Destroy their education system
– Lower their role models and references

“To destroy the family, undermine motherhood, make her feel ashamed of being a housewife.”

1/3
To destroy the education, demean their teachers, lower their place in society so students despise them

To lower the role models, undermine their scholars, make them despised lot. Alter/erase the glorious history, demean/erase their brave's, hide the barbarism inflicted upon

2/3
Dec 31, 2019 19 tweets 3 min read
Many people have been saying Economy has been messed up by the current Government and government's focus has been missing on the economy. Have been blaming Demonetization and GST for last couple of years. Read on. Let's find out

Some assumptions before we start
1/n
1. Economy Grows on Liquidity which is oxygen for growth, you liquidity out, market & economy will die off. That's why economies world over bounced off on QE after the world's second worst crisis in 2008. Did everywhere the Home asset prices recover to the level's pre 2008
2/n
Mar 2, 2018 13 tweets 3 min read
Pump & Dump - It is an operation carried by operators - can be done on both quality & non quality stocks

It's like giving steroids to underaged to become mature early !!

Most likely candidate for this operation r stocks with
1. Bad fundamentals/Debt
2. Illiquid equity
3. Story When questioned, Operator's modus operandi

1. Block
2. Show some hypothetical story or future story
3. Let loose some minions singing praises
4. Show their names as the one's invested
5. "Buy button lies with person buying"