Bharath

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Bharath

Bharath

@Quest_for_value

Son | Father | Husband | Brother | Supply Chain Consultant | Investor in API, Innovator CRAMS and IT

Hyderabad, India Katılım Nisan 2020
257 Takip Edilen5.5K Takipçiler
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Bharath
Bharath@Quest_for_value·
10% of successful investing is finding a great investment. The other 90% is not selling them.
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Bharath retweetledi
Antifragile Thinking
Antifragile Thinking@unseenvalue·
The higher the uncertainty: -> more valuable the diverse range of optionalities -> higher the probability of disproportionately large positive outcomes over the unpredictable workflow of the cash-to-cash business cycle
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Bharath
Bharath@Quest_for_value·
#Lauruslabs: When the IR team is accumulating shares, don’t just watch the price. Pay attention and Study the business.
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Bharath
Bharath@Quest_for_value·
@LearningEleven Best response is to ignore them.... If you’re active on social media, develop a thick skin. The moment you reply, you are giving them exactly what they wanted: attention. They get frustrated wen you ignore.... :) Lets frustrate them...
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Sekhar
Sekhar@LearningEleven·
When someone digs a little and gives you data points to not get carried away by the market story, If the points are useful, throw a like at them. If they aren’t useful, ignore them. If they’re incorrect, counter them with better data. But I genuinely don’t understand the joy some people get from online trolling. I am used to reading such meaningless comments by now, but I still can’t figure out what personal satisfaction people derive from it.
Rajesh@rkstweets

@LearningEleven Can you call the management of Savita Oil and check :) That will be great !

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Bharath
Bharath@Quest_for_value·
I feel Mgmt guiding conservatively 💡 High probability: 50% CDMO mix achieved by FY29 (earlier than guided)
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Bharath
Bharath@Quest_for_value·
High growth + High ROCE + reasonable valuation = powerful combo DYOR 🙏 Invested & biased 🙂
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Bharath
Bharath@Quest_for_value·
#LaurusLabs is widely tracked… yet poorly understood. A love it or hate it stock you simply can’t ignore. My take on FY26 results and Outlook. A Thread...🧵
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Bharath
Bharath@Quest_for_value·
@lucivision Agree… even if they post EPS of 24, which is 100% CAGR for 3 years in a row, i am happy…
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Bharath
Bharath@Quest_for_value·
#Lauruslabs FY25 EPS of 6.6 > 2 X FY24 EPS of 3 ✅ FY26 EPS of 16.5 > 2 X FY25 EPS of 6.6 ✅ In fact FY26 played out better than expected... Lets hope FY27 will also play out well Satyameva Jayate....🫧
Bharath@Quest_for_value

#Lauruslabs FY25 EPS (6.6) > 2 times FY24 EPS (3) ✅ Lets hope next 2 years will also play out as below... FY26 EPS > 2 times FY25 EPS FY27 EPS > 2 times FY26 EPS Satyameva Jayate.... 🫧

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Bharath
Bharath@Quest_for_value·
Laurus labs FY26 PAT : ~900 Crs Now look at the PAT estimates of so called top brokerages for FY27... Most of their FY27 estimates is achieved in FY26 itself... :)
Bharath@Quest_for_value

One of the best write-ups on Laurus Labs. Highly recommended—read it. Then read it again. 🙂 FY27 average PAT projections from so called top brokerages is around 950 Crs.... Lets see how much of will be achieved in FY26 itself.... Lets revisit this post after FY26....

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