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Bhavin Gandhi Profile picture
Bhavin Gandhi
@bhavinjan1978
Equity Research Analyst, CFA charterholder and CA, Proponent of Multidisciplinary approach to value investing and avid reader. Views r personal
Feb 13, 2022 • 10 tweets • 3 min read
Ralph Wanger had an outstanding investment track record at Acron Fund. The fund outperformed the benchmark for over 2 decades. His humorous and poignant share-holder letters were very popular. Here's a glimpse of his wit 🧵 Market declines and herd mentality:
Nov 28, 2021 • 22 tweets • 6 min read
The Report Card is out with the mid-term score of corporate earnings - Here's a glimpse (1/21)

Download the full deck: dspim.co/TRCq2fy22 Image ROE and free cash trending above pre-covid levels with a few exceptions (2/21) Image
Sep 6, 2020 • 5 tweets • 1 min read
Here's the complete 6 part post on real options while one might not use the same in every valuation exercise it should be constant reminder tht conventional DCFs miss out on embedded real options in some projects/assets.
Jul 4, 2020 • 8 tweets • 2 min read
LT value and wealth creation : Here is thread of my notes of Mr Bharat Shahs books which I believe is truly seminal work on equity investing. Hope my notes do some justice to incredible work of Mr Shah and his team
May 24, 2020 • 6 tweets • 2 min read
Here's a thread of all the investment frameworks posted so far. While all are unique there are some underlying similarities. Hope to build on these. Recommendations on grt investment frameworks worth documenting are welcome...