SWARNASHISH CHATTERJEE

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SWARNASHISH CHATTERJEE

SWARNASHISH CHATTERJEE

@SwarnashishC

Equity investor. Stock names aren't recommendations. BARC & IISC dropout. Chess, Bridge & Rubik's cube. World Chamionship 🥉 for Country 🇮🇳

Guwahati Katılım Aralık 2017
760 Takip Edilen20.8K Takipçiler
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SWARNASHISH CHATTERJEE
SWARNASHISH CHATTERJEE@SwarnashishC·
Financial Shenanigans: In India, before investing into a stock, the most important thing is to judge whether the reported numbers are true. I am sharing handwritten summaries (41 pages) of all financial shenanigan case histories mentioned in the book drive.google.com/file/d/1SxjfhK…
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SWARNASHISH CHATTERJEE
SWARNASHISH CHATTERJEE@SwarnashishC·
*Same trend is not expected in FY27. Better opportunities are available.
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SWARNASHISH CHATTERJEE
SWARNASHISH CHATTERJEE@SwarnashishC·
Skipper: ​FY24 PAT (12 mo): ₹82 cr H2FY25 PAT (6 mo): ₹84 cr Q4FY26 PAT (3 mo): ₹76 cr ​Engineering division is absolutely reaping the benefits of the T&D capex cycle ⚡
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SpendWisely
SpendWisely@spendwiselyx·
There is a multi-purpose MMT voucher which is not limited to just flights ✈️, hotels 🏨 or holidays— It works across almost everything on the MakeMyTrip app - Flight, Hotels, Bus tickets, Train tickets, Car rental, airport cab, holidays etc. I recently used them for a 🚗 car rental for a 4-day domestic trip, and it worked seamlessly 💯 Just make sure you pick the right MMT voucher while purchasing via: 👉 HDFC SmartBuy 👉 HDFC PayZapp 👉 ICICI iShop Different vouchers have different applicability, so choose wisely to maximize value 💡 📘 Visit SpendWisely Blog: Detailed credit card reviews & guides 👉 spendwisely.in Some links may be referral links in the above post. It supports the page without any cost to you. #creditcard #spendwisely #creditcards
SpendWisely tweet media
Akash@ccg33k

PS : MMT gift cards available on Smartbuy gyftr give 5X and work on train bookings even though its not mentioned in the GV tnc as confirmed by @milesmintIN 😂

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SWARNASHISH CHATTERJEE
SWARNASHISH CHATTERJEE@SwarnashishC·
@tushar9590 True, but they cater to completely different customer segments. Timex's volume includes a lot of lower ASP watches & fashion watches. Ethos provides exclusive retail access to genuine luxury horology.
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tushar
tushar@tushar9590·
Ethos Watches operating in Watch Retail segment does operating profit of 200 Cr & PAT of 95 Cr which also includes other income of 35 Cr is at a market cap of 6500 Cr. Timex Group which is a watch maker with now production capacity reaching nearly as of Titan has done 57 Cr PAT in last 12 months & may well do about 80-90 Cr PAT is at a mcap of 2800 Cr.
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Rustam
Rustam@NotAnotherParsi·
@SwarnashishC utssav is similar, seems attractive.. could do more than 125 cr pat in fy30, similar mcap to rbz
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SWARNASHISH CHATTERJEE
SWARNASHISH CHATTERJEE@SwarnashishC·
RBZ Jwellers: Mcap 416cr FY25 PAT: 39Cr (TTM 50+) Co can reach triple digit PAT by FY30. Retail store expansion in native state (currently one store in Gujarat) and expansion in Job work should drive the growth. Not the best business but valuation is very attractive.
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SWARNASHISH CHATTERJEE
SWARNASHISH CHATTERJEE@SwarnashishC·
@Tijori1 I think balance sheet can absorb more debt. At this valuation, it is better to postpone growth rather than equity dilution. Hope management will do the right stuff.
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Tijori
Tijori@Tijori1·
@SwarnashishC True, but dilution seems imminent given low cash conversion and the growth plans?
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SWARNASHISH CHATTERJEE
SWARNASHISH CHATTERJEE@SwarnashishC·
@Dhruvapandey Uttarakhand is taking the lead. x.com/i/status/20385…
ANI@ANI

#WATCH | Dehradun: Uttarakhand CM Pushkar Singh Dhami says, "To curb the divisive mindset prevailing within Uttarakhand, we have decided to abolish the State Madrasa Board. We have mandated that, effective July 1, 2026, this standardised curriculum shall be implemented in these institutions as well. We do not want these places to serve as breeding grounds for a 'Jihadi' mindset; rather, they must be established as temples of knowledge and learning. We have taken action against over 250 illegal madrasas in the state that were misleading children..."

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Dhruva Pandey
Dhruva Pandey@Dhruvapandey·
Sad to see this... Ban madrasa education
Radharamn Das राधारमण दास@RadharamnDas

Just see the level of toxicity in this Indian Muslim family where the wife Yasmeen Khan ran a beauty parlour where she invited Hindu girls for free beauty parlor courses. And when these girls came she used to spike their drinks. When they used to became unconscious, she used to call her husband Mohammed Sharif Khan who used to r@pe them. The wife meanwhile used to guard the reception while his husband r@ped the Hindu girls & video recorded his act to blackmail Hindu girls to have s€x with more Muslims. When police asked the wife why she offered young Hindu girls to her husband for r@ping them, she said that they will get Jannat as she is helping r@ping kafir girls who deserved to be r@ped by Muslims. Hindus needs to be extra beware & should not allow their children's to be in contact with anyone of them. They are crooked evil people

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Chanchal Kumar
Chanchal Kumar@kumarchanchal90·
@SwarnashishC Mgmnt is decent wrt to capital allocation.No equity dilution planned for next leg of growth.Walked the talk in terms of profitability since listing.FY27 will mostly be stagnant over FY26 in terms of PAT.Base rate of wealth creation okay in industry.
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Ravi
Ravi@slowcompounder·
@SwarnashishC dada there couple of business looking attractive too like manorma, shriram piston ,artipharma ,garware,northerarc ,equitas many more
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kumar saurabh
kumar saurabh@suru27·
Against all the pain for the smallcap index, the smallcap index is still above 20 PE: Reality Some ultra smallcap companies have cash on books more than 50% of market cap but they r considered doomed forever because of disruption n stagnant growth for 2-3 quarters due to ongoing disruption n they need to realign : Reality Some ultra smallcap companies have done 0 cashflow in 3 years n grown purely on investor n lender money : Reality In the short term, all are down. In the long run (5+ years), outcomes could be different for each of them and each would get it's due credit based on what they have to offer for the next 5 years and at what price they were purchased. Own study, own conviction, own behavior, own process for smallcap investors never mattered so much in the last 5 years how it matters now
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Samisosa
Samisosa@samisosa1234·
With high probability of DMK coming back , does it seem that AVP infra if it posts good results can see some good recovery ?
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Rustam
Rustam@NotAnotherParsi·
@SwarnashishC which existing positions are you adding to?
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SWARNASHISH CHATTERJEE
SWARNASHISH CHATTERJEE@SwarnashishC·
Equity bloodbath: I am selling my liquid funds and adding to existing positions. Lot of business with 25-30% growth potential are getting cheaper.
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Vineet Bhatia
Vineet Bhatia@investor_vineet·
Kya pitayi jo rahi hai medi assist mei
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SWARNASHISH CHATTERJEE
SWARNASHISH CHATTERJEE@SwarnashishC·
@AdityaD_Shah It is a good decision by HDFC bank. There are lot of people who use Infinia on smartbuy only and it is loss making for the bank. Last month they devalued voucher in smartbuy from 5x to 3x and then rolled back. It is better to restrict people than devalue the card.
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Aditya Shah
Aditya Shah@AdityaD_Shah·
HDFC Bank is trying very hard to ruin its market leadership in credit cards! Time and again, trying to devalue the benefits of the Infinia card will only bring customer outrage! Dont know why are the hell bent to do this!
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