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Involab Profile picture
Involab
@Involab1
Learner I Reader I Thematic investor I Views here are personal & only for education & not recomendations - not SEBI registered.
Mar 1, 2022 • 19 tweets • 11 min read
Beginning of real-estate upcycle? what if an ancillary is set to grow faster and still cheap?

Let's deep dive into Greenply and understand the multiple tailwinds ahead in this thread 🧵🧵

#StocksToBuy #valueinvesting Contents:
1) What's Wood panel
2) Industry Business model and players
3) Demand drivers
4) The Trigger - what's changing
5) Financials & Valuation
6) Antithesis
Jan 21, 2022 • 16 tweets • 8 min read
A deep dive 🧵🧵 on electric 2W industry as the adoption grows and fund flows. Enjoy!

#e2W #ElectricVehicles #automobile India is known to be a sleeping giant for electric 2W market. After all it represents more than 1/3rd of global demand and still expected to grow the fastest at 7%+ CAGR for next 5Y by market researchers. Well the giant seems to be awakening this year.