| # | Tweet | Community | Topic | Views ▼ | Ratio | Engagement | Posted |
|---|---|---|---|---|---|---|---|
| 1 | [image] TOP 7 PERFORMING BUSINESSES FROM MY TRACKLIST IN Q1FY27:-
Introduction & Core thesis
1) Syrma SGS Tech
2) KRN Heat exchanger and ref ltd
3) Manoama Industries
4) Shadowfax Tech
5) Ather energy
6) MilkyMist
7) Sterlite tech | Stock Market India | — | 306 | 0.1x | 6 | Sep 28 |
| 2 | [image] DOUBLE DHAMAKA COMPANY : STERLITE TECHNOLOGIES
A Few things that caught my eye :
1) 4X revenue growth target in the next 3 years
2) Expanding margins 12% ------> 27%
3) Emerging Data Centre theme
4) Current PE : 180 FY29 Forward PE : 15
Business Modal :
Sterlite | Stock Market India | — | 268 | 0.1x | 4 | Sep 23 |
| 3 | [image] SHIPROCKET: Something interesting cooking here!
2 things which caught my eyes :-
1) The comapany is heading towards profitability
2) Increase in sales growth (Low to High direction)
But what does the company actually do ?
Shiprocket connects online sellers with logistics | Investing in Stock Market | — | 226 | 0.1x | 5 | Sep 17 |