Niveshaay Investment Advisors Profile picture
SEBI Registered Investment Advisory Firm specializing in Equity Portfolio Advisory
Sep 6, 2021 22 tweets 7 min read
Multiple Learning, Meticulous Process, Multi-bagger Returns and Multiplex Story: A long thread on HLE GLASCOAT (earlier Swiss Glascoat Equipments)

@arvind_kothari @csvikramsharma

#HLEGlascoat #GMM #Glascoat #Learnings #Investing We initiated our first note on HLE Glascoat in March, 2019 at price of Rs. 180. It surely wasn’t easy to pick a company with a market cap of just Rs. 125cr in 2019 when the small-cap market was going through a really tough phase. ImageImage
Jun 26, 2021 15 tweets 5 min read
A long thread on the analysis of Rain Industries

Watch the complete presentation by our founder @arvind_kothari on investingHub.in

Rain Industries Limited is a play on the global aluminum demand. The aluminium LME prices are near-decade high
#aluminium #Rainindustries Rain Industries Limited (RAIN) is a leading vertically integrated producer of carbon, cement, and advanced materials products. The company owns and operates a total of 18 manufacturing facilities. These facilities are established across North America, Europe, and Asia.
Jun 25, 2021 5 tweets 3 min read
In 2016, Reliance launched Jio, now Jio is the largest mobile network operator.

Jio has not just changed the fortune of Reliance it has changed the whole digital ecosystem in India.

The smartphone penetration rate was 24% in 2016, which is now 44%. It has changed multiple industries like media and entertainment, eCommerce, financial services, education, healthcare, and agriculture.

#Jio #MukeshAmbani