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Kashish Shambhwani Profile picture
Kashish Shambhwani
@kforkashish
Investor | Research @ #NegenPMS | Big, Infrequent, Asymmetric bets! Free detailed research into Indian stockmarket 📩 https://t.co/t40WjqmTdq
Oct 3, 2022 • 24 tweets • 6 min read
Kamadhenu: A Wish-Cow that continues to bless the wise investors
Special situation case study

#demerger #stocks Hi folks, it`s been a long time since I wrote about demergers, so I thought I would share one interesting case study wherein the first leg has played out beautifully (more details later) and the second leg is yet to play out.
Jun 23, 2022 • 28 tweets • 7 min read
Cineline- MovieMax with Max Potential? A unique special situation

A long thread 🧵

#stocks #StockMarketindia #StocksToBuy Image I don’t think any of us can now imagine our lives without our own version of Netflix and Chill. But, there’s also the looming nostalgia of visiting theatres, isn’t it? Yes, we are social beings, after all, and the numbers confirm it.
Oct 8, 2021 • 17 tweets • 4 min read
Why am I bullish on Eureka Forbes?

Demerger + New Promoter - Metamorphosis

A thread ⏬ “One man’s problem is another man’s opportunity.”

Debt-laden SP group had to reduce its debt and most of the group`s businesses were not in good shape. The group’s inability to repay the debt post the Sterling Wilson listing made things tough