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Global Consilient Research Profile picture
Global Consilient Research
@Gconsilient
🌏A Global Equity Research & Asset Management Firm | Educating Investors through our Intelligent Research
Jun 13, 2025 • 13 tweets • 3 min read
In the union budget of 2025, Indian govt allocated ₹20,000Cr to Small Modular Reactors

But the question is…why Small Modular Reactors?

And why the global nuclear energy sector may see a $150B - $300B of investments in SMRs

Here’s why they matter 👇🏻Image First, let’s understand what are small modular reactors…

These are your next-gen nuclear reactor that are smaller in size, quite modular and way more flexible than your traditional gigawatt reactors Image
Aug 7, 2024 • 25 tweets • 6 min read
Straight from our Equity Research Desk: Initiating Coverage on "Bajel Projects"

A complete thesis explainer & a detailed research report at the end!

[Bookmark this]
🧵Image 👉Business Overview

Bajel Projects Limited, a prominent name in the power transmission and distribution (T&D) sector, has a rich history and a well-established presence in delivering turnkey EPC (Engineering, Procurement, and Construction) solutions
Apr 18, 2024 • 10 tweets • 4 min read
💰The Wealth Management industry in India is one of the few industry which is silently growing at double digit growth rate!

👇Let's explore this industry and see how to benefit from this growth
🧵Image [1] Huge Opportunity

India has a huge scope of penetration towards professionally managed financial assets like mutual funds when compared to the global average, which is 4x of India.

This industry is grown at a 17% CAGR over the last 5 yearsImage
Apr 3, 2024 • 14 tweets • 5 min read
A thread on Business Valuation and how to value any business without spending ₹15,00,000 MBA in Finance!

🧵Image Why the hell do we value businesses??

Well, the simple answer would be to Buy high & Sell Low!!

For any asset class at any price, the question we need to ask is "Is this the right price to pay for it?"

Valuation needs to be done regardless of the asset class you are interested in!Image
Oct 12, 2023 • 20 tweets • 3 min read
💸Business Models: A complete guide!

🧩What & why of business models and why every investors & analyst must understand a companies business model before investing!

A thread!
🧵🧵 🧵 🧵 Image 📑Before we dive deep into business model analysis, understand this: Every business model is different & dynamic! But underlying principles remain the same!

Money in is business otherwise it isn't!
Aug 2, 2023 • 9 tweets • 2 min read
🧮We will summarize everything related to Annual Reports in this meta thread!

Read till the very end & you will become a pro at analyzing the annual reports!

🧵🧵🧵🧵🧵 https://t.co/vn9CuOiqIBtwitter.com/i/web/status/1…
Image Reading annual reports can be daunting if you don't know the correct strategy & way to read them!

So, here's how to read it in the most professional manner! 👇