Anshul Puri @AnshulPuri0

@AlankritCapital | #TSSS linktr.ee/anshulpuri Illinois Indiana Joined August 2019

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Yellowbrick Investing @joinyellowbrick

2 days ago

Added 58 new stock write-ups to the site (pt 2): @SCapStrategist - $KITW.L @BmfReports - $LASE (short) @Slack_Capital - $IVCTF @1rabbitresearch - $GOOGL (analyst) @Quality_stocksA - $BABA (wait) @AnshulPuri0 - $ISSC

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C.J. @CJ0pp3l

a month ago

Sygnity H1 last 3 yrs $SGN.WA $TOI.V

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Anshul Puri @AnshulPuri0

a month ago

F16 and P51

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Anshul Puri @AnshulPuri0

8 months ago

$BELFB – Quick look at their Enercon acquisition posted I like the deal and see FY25 EBITDA at $150M. At 12x that puts Bel at $118/share.

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C.J. @CJ0pp3l

a month ago

straight up jaw dropping preliminary Q2 numbers from Sygnity $SGN.WA $TOI.V

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Phil Bak @philbak1

2 months ago

🚨FULL PODCAST: REIT Activism and Zombie REITs @cfrischer1 is in a battle to unlock value in $RHEP, force a sale, or oust management. Hear how it unfolded:

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Anshul Puri @AnshulPuri0

2 months ago

Surprised there’s not much chatter about AAR corp here $air

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Aeroscout @aeroscouting

3 months ago

"When 6 B-2s fly westward, look for 9 more flying eastward." Ancient proverb

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C.J. @CJ0pp3l

4 months ago

Sygnity margins FY 2023 -> 2024 🥸 EBITDA margin 21.3% -> 27.9% NI margin 17.1% -> 20.6% CFO margin 23.9% -> 28.7% $SGN.WA $TOI.V

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Nick Sciple @investingnick

5 months ago

Cigarettes are going away, but $PM isn’t going anywhere

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BCap21 @b_cap21

5 months ago

$WRB's quarterly reminder that long-term risk adjusted returns is what ultimately drives shareholder value in insurance.

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Yellowbrick Investing @joinyellowbrick

5 months ago

Added 43 new stock pitches to the website (pt final): @CapitalPmh - $BIG.L (litigation update), $AGFX.L (earnings update) @timothym1ai - $KEP @AnshulPuri0 - $FG @ValueSituations - $CHG.L @ValuingDutchman - $HAL.AS @NWFCapital - $LULU @WelfareCapLLC - $GRND

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C.J. @CJ0pp3l

6 months ago

for all its successes, Sygnity still a sleeper choice. Probably that's for the best and I should zip my lip

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Very strong cash generation at Sygnity (full year cash from operations +61% y/y ) making it a small but potent engine contributing materially to Topicus results Almost 6% of CFO $SGN.WA $TOI.V $CSU.TO

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C.J. @CJ0pp3l

7 months ago

Sygnity Q4 preliminary numbers $SGN.WA Revenues +37.2% y/y (90.3 mm PLN) EBITDA + 110.5% y/y (36.0 mm PLN) NI +58.4% y/y (32.0 mm PLN)

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Brown @BrownMarubozu

7 months ago

@ryanLalani09 and I wrote about our variant perceptions for underwriting and investment returns at $FFH.TO over the foreseeable future in Berczy Park Capital’s first ever substack. Please share, read, subscribe and comment.

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Anshul Puri @AnshulPuri0

7 months ago

Wow Farouq Tuweiq is now the ceo at $BELFB , $BELFA Stocks up over 300% since Jan 2021 when he was appointed to fix things up ( as cfo) ir.belfuse.com/news-releases/…

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Anshul Puri @AnshulPuri0

8 months ago

"... if we completely distributed our shares today - at $30 a share we would have a very strong bias for share buybacks " - Adam Waterous on Strathcona Resources $STHRF $scr.to currently trades at $31 a share. Interesting name

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C.J. @CJ0pp3l

8 months ago

Long Poland in 2025 via Sygnity

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Yellowbrick Investing @joinyellowbrick

8 months ago

Added 44 new stock pitches to the website, including (pt 2): @SFarringtonBKC - $TDOC @eferbre - $HFG.DE @stocktalkweekly - $SOFI (short) @BearCaveEmail - $SEZL (short) @ToffCap - $LSPD @CleanPenguinPM - $SERI.MI @AnshulPuri0 - $BELFB