Viraj Shah @learner_everydy

Pune Joined January 2021

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Tar ⚡ @itsTarH

2 months ago

Soma Textiles was using a Land Rover Sport and Porche Cayenne for business operations Now they 'no longer need it for business operations of the company' so they have sold it to promoters of the company Fool transparency

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Intrinsic Compounding @soicfinance

3 months ago

One of the ways through which we source ideas:- 1) Look for stocks which expanded their Fixed Assets quite heavily in the past (Capex). 2) Their margins are down due to higher Depreciation and Interest Cost + Bad Cycle. 3) Study them and value them roughly. 4) Wait for stage…

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Viraj Shah @learner_everydy

7 months ago

#lauruslabs #lauruslab Dr. Chava said - The capex company did in first 15 years, same amount of capex did in last 5 years. And whatever capex done in last 20 years, same amount of capex will be done in next 5 years.

Laurus Labs @LaurusLabs

7 months ago

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Tar ⚡ @itsTarH

8 months ago

Think about the second order impacts of this What auto ancs & OEMs can benefit vs which ones can suffer Imo, OEMs will suffer - a 25 Lakh Tesla will have more buyers than an M&M/Tata Auto Anc should see an impact too as its cheaper to import cars from Vietnam

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Tar ⚡ @itsTarH

8 months ago

The other immediate impact of all this is that those threat of 25% tariffs on pharma exports from India to US Those should go away for now.

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Viraj Shah @learner_everydy

8 months ago

As Gujarati, I am fully invested today before trump and modi meeting.

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Viraj Shah @learner_everydy

a year ago

#biosecure I will be surprised if Indian co not announce big CDMO capex in next 6/12 months But more curious on how Dr. Chava will plan it as he already sitting on 3.3 net debt/EBITDA Even opportunity is too big but not good to miss initial mover advantage @unseenvalue

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Viraj Shah @learner_everydy

a year ago

#lauruslab Current debt =2633 Cr Net debt / Ebitda = 3.3 Management guided to bring it down 2.5 by March 25. Chava sir confirmed that there will be no reduction in debt on TV interview. So internally Management expected ebitda nothing less than 1050 for FY25. @unseenvalue

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Viraj Shah @learner_everydy

a year ago

#investing Portfolio allocation as of 11-May-2024

Viraj Shah @learner_everydy

2 years ago

#investing Portfolio allocation as of 11-May-2024 https://t.co/qq7HrqY3JI

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Viraj Shah @learner_everydy

2 years ago

Read E2E. CAUTION ⚠️ for it. Be careful 🧐

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Viraj Shah @learner_everydy

2 years ago

#bororenew is having 6% + allocation in my portfolio. Waiting for DGTR takes on Anti Dumping duty. If it negative then I will exit the stock. Most solar companies will unable to sustain the Dumping from China.

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Viraj Shah @learner_everydy

2 years ago

#investing Portfolio allocation as of 06-APR-2024.

Viraj Shah @learner_everydy

2 years ago

#investing Portfolio allocation as of 06-APR-2024. https://t.co/vIKJsIZtxW

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VALUEPICKER @RupakRoyC

2 years ago

Clean management: rare No one is your friend or family Only we are judging the trend or behavioral pattern/ Corporate governance history. So avoid wasting time on fraud .. Farud is clearly visible if you go through cash flow / auditors note / contingent liabilities/ DRHP.

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Jagadeesh Chowdary @Jagadeesh0203

2 years ago

📊𝐑𝐞𝐜𝐲𝐜𝐥𝐢𝐧𝐠 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚. 🏷Garbage exists as long as Humans exists. 🗑️ ▪️Ion Exchange (India) Ltd - Water Treatment ▪️Va Tech Wabag Ltd - Water Treatment ▪️Jash Engineering Ltd - Water Treatment ▪️Felix Industries Ltd - Water Treatment ▪️GRP Ltd…