🌏Equity Investing Wisdom: Educating Investors through In-depth & Prudent Research | GCR Global Intelligence Lab
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!
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👉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
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[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 years
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!
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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!
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!
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📑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…
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! 👇