CA Siddharth Jain @ssjain95
Chartered Accountant who loves to invest in businesses linkedin.com/in/siddharth-j… Bengaluru, India Joined February 2016-
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Laurus will be the best performing
Jefferies on Indian CDMO Sai is our top pick in the sector: Sai's strong east-west presence, integrated services, high growth visibility and potential earnings upgrades make it the best CRDMO bet. We expect Sai to register 15%/24% revenue/ EBITDA CAGR (FY25-28E), with a price…
The recent availability of easy money bypassing valuation, balance sheet and cashflows with super enthusiasm among investors to participate in QIPs and dilution is ek teer aur do shikkar for promoters. No need to be dependent on banks with sword hanging on head n collateral and…
500 still a good price to exit for such kind of management # PGEL # PGElectroplast
500 still a good price to exit for such kind of management # PGEL # PGElectroplast
Should do very well. Thanks for sharing.
Should do very well. Thanks for sharing.
Lot of chatter about the EMS space post PGEL numbers, so let's check the valuations vis a vis growth of the entire sector. Amber & Dixon qualifies for buying the dip in the entire sector. Kaynes & PGEL are the worst in terms of OCF. Avoid buying the dip here, valuations are…
On #PGElectroplast When market conditions are easier, the market is a benevolent king on valuation and pays for growth at any cost. When market conditions turn dicey, market can be ruthless. Growth without cash flows is always a risky situation.
On #PGElectroplast When market conditions are easier, the market is a benevolent king on valuation and pays for growth at any cost. When market conditions turn dicey, market can be ruthless. Growth without cash flows is always a risky situation.
P&L investing & chasing high growth stocks is the new theme. Expecting lot of accidents to happen e.g like PGEL in next 2 years. Pgel in my opinion should fall minimum 70%+ from here. Focus on Balance Sheet if want to save capital in next 2 years.
Curious case of PGEL was highlighted much before by @abhymurarka @ujwal_kr
Curious case of PGEL was highlighted much before by @abhymurarka @ujwal_kr
Come, let’s all chant the Navkar Mahamantra together at 8:27 AM! णमो अरिहंताणं... णमो सिद्धाणं... णमो आयरियाणं... णमो उवज्झायाणं... णमो लोए सव्वसाहूणं... Let every voice bring peace, strength and harmony. Let us all come together to enhance the spirit of brotherhood and…
Sundays are meant to relax & listen to the best from the Investing Fraternity! Guest Speakers:- @safiranand @unseenvalue @_nirajshah @NeerajCNBC @velumania Hosts: @SejalSud @Least_ordinary @AI_Feb21 RT 🔁 for wide reach for benefit of larger audience! Link 👇…
📊 𝗦𝗨𝗡𝗚𝗢𝗟𝗗 𝗖𝗔𝗣𝗜𝗧𝗔𝗟 𝗟𝗧𝗗 | #SUNGOLD 📌 𝗜𝗡𝗦𝗜𝗚𝗛𝗧: Sungold Capital Limited announced its unaudited financial results for the quarter and half year ended September 30, 2024. The Board of Directors meeting was held on October 25, 2024, and approved the results.…
Tradingview is one of the most powerful Trading websites in the world ,yet most people don't know this A Thread 🧵
Weekly conform Breakout stocks. Will beat the return of Nifty. 1. #Beml
Have 3 extra tickets for cricket world cup final- 19th November for H block, please DM if anyone wants it. #CWC2023INDIA
Have 2 extra tickets for Ind vs Pak , incase anyone wants it please reach out to me.
Have 2 extra tickets for Ind vs Pak , incase anyone wants it please reach out to me.
I have few extra tickets for Ind vs Pak on 14th Oct. If anyone is interested kindly DM.
Let's get independence from 1. Poverty - work on the weekend to improve your skills to earn more money from your active business/employment. 2. Negative thinking - do chanting and mediation. It will generate positive energy within you. 3. Laziness - make a best use of your…
There are a few times in life when you read a new book and realize that your life will be transformed if you follow its teachings. @PeterAttiaMD’s Outlive is such a book. It can save, or at a minimum massively improve, your life. I can’t imagine a better investment for 28 bucks.

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