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Truffl

@gotruffl

Truffl: Opinionated. Differentiated. Provocative. Astute. Re-imagine Investing, Socially.

Katılım Ocak 2022
17 Takip Edilen39 Takipçiler
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Truffl
Truffl@gotruffl·
Hello World! Our mission at Truffl is simple. We want to make you and us better investors! How do we all become better investors? It's really quite simple. Information is now (mostly) a commodity, but insight still isn't and never will be. (1/2)
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Truffl
Truffl@gotruffl·
@nbalajiv Wait a little longer and it'll be a small-cap soon! x.com/gotruffl/statu…
Truffl@gotruffl

Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)

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Balaji Vaidyanath ⚡️
Balaji Vaidyanath ⚡️@nbalajiv·
By breaching ₹42,000 crores in market-cap, Paytm officially becomes a mid-cap company. Opportunity for mid-cap funds. 😉
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Truffl
Truffl@gotruffl·
New ATH today.
Truffl@gotruffl

(1/11) Truffl #2: Cholamandalam Finance For #2, we decided to go to the other end from #1! Exactly the opposite end of the spectrum from VSS stands SV. SV (Subbiah Vellayan) is the (old/new) Chairman of Chola. And, we know the market has built a halo around SV. 😉

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Truffl
Truffl@gotruffl·
Hello World! Our mission at Truffl is simple. We want to make you and us better investors! How do we all become better investors? It's really quite simple. Information is now (mostly) a commodity, but insight still isn't and never will be. (1/2)
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Truffl
Truffl@gotruffl·
@desiTraveler Sure. We just started out & will keep this in mind!
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Prasad Np
Prasad Np@desiTraveler·
@gotruffl Here is a small suggestion: If your target audience is laymen investing in stocks please do a thread on all the Abbreviations & Jargon you use in your tweets. What is standard vocab for finance guys is Mandarin for most non finance folks.
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Truffl
Truffl@gotruffl·
(1/11) Truffl #2: Cholamandalam Finance For #2, we decided to go to the other end from #1! Exactly the opposite end of the spectrum from VSS stands SV. SV (Subbiah Vellayan) is the (old/new) Chairman of Chola. And, we know the market has built a halo around SV. 😉
Truffl tweet media
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Truffl
Truffl@gotruffl·
@BeyondTrading07 It'll first hit 197, then it'll hit 0 😄 and we have reasons to believe the same x.com/gotruffl/statu…
Truffl@gotruffl

Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)

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Truffl
Truffl@gotruffl·
@katalystwealth Nothing very visible yet, but we should have a trickle-down effect. Also, do check out our thesis on Paytm x.com/gotruffl/statu…
Truffl@gotruffl

Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)

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Katalyst Wealth
Katalyst Wealth@katalystwealth·
#Paytm current market cap is around Rs 38,500 crore (~ USD 5 bn) This is similar to what it was being valued at in Aug 2016 Wonder what's happening to private market valuations of other startups
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Truffl
Truffl@gotruffl·
Paytm is the talk of the town, but here's a hidden gem! #cholafin #investing #equity #nifty
Truffl@gotruffl

(1/11) Truffl #2: Cholamandalam Finance For #2, we decided to go to the other end from #1! Exactly the opposite end of the spectrum from VSS stands SV. SV (Subbiah Vellayan) is the (old/new) Chairman of Chola. And, we know the market has built a halo around SV. 😉

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Truffl
Truffl@gotruffl·
@madhurchopra Thank you! We have some great content lined up as well :)
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PureDesi
PureDesi@madhurchopra·
@gotruffl Great share that, PayTM thing ! Had me hooked... You sure got your mojo working on me !!!
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Truffl
Truffl@gotruffl·
@Rishikesh_ADX We think it can touch 0. Do check our analysis here x.com/gotruffl/statu…
Truffl@gotruffl

Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)

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Truffl
Truffl@gotruffl·
@VRtrendfollower Our target price is 0 ! Check out our understanding x.com/gotruffl/statu…
Truffl@gotruffl

Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)

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Truffl
Truffl@gotruffl·
@piyushchaudhry Do check our thesis on Paytm, you'll like it! x.com/gotruffl/statu…
Truffl@gotruffl

Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)

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Piyush Chaudhry
Piyush Chaudhry@piyushchaudhry·
Paytm has been the best growth stock of the Year .. on inverted scale.
Piyush Chaudhry tweet media
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Truffl
Truffl@gotruffl·
@Atulsingh_asan @RajarshitaS Correct! We too feel the same. Check our understanding here x.com/gotruffl/statu…
Truffl@gotruffl

Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)

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Truffl
Truffl@gotruffl·
@RajarshitaS Abhi toh party shuru hui hai! Do check why we feel it is worth zero x.com/gotruffl/statu…
Truffl@gotruffl

Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)

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Truffl
Truffl@gotruffl·
Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)
Truffl tweet media
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Truffl
Truffl@gotruffl·
@Akshat_World Akshat, we wrote about Paytm recently, do check it out x.com/gotruffl/statu…
Truffl@gotruffl

Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)

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Akshat Shrivastava
Akshat Shrivastava@Akshat_World·
PayTM has lost 60% of its value in the last 4 months. Sad part: now folks (including regulators) are trying to assess, what is the real fundamental value of the firm.
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Arjit Chandra
Arjit Chandra@arjitchandra·
@MeetshahV Interesting analysis on Paytm. Worth checking out. x.com/gotruffl/statu…
Truffl@gotruffl

Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)

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Meet Shah
Meet Shah@MeetshahV·
Pray TM karo. Unlisted Price 4000 per share. IPO Price 2150. Listing Price 1950. Current Price 700. Massive wealth erosion. Kudos to bankers. Metaverse folks, welcome to Real life. Retail: Aao. Juk Jao. Jao. Cash Flow > Cash Back. Life Lessons. #Paytm
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Truffl
Truffl@gotruffl·
Paytm's worries never seem to come to an end. The stock hits an all-time low today. It's now available at 30% of its IPO price. #wealthdestruction #paytm #IPOB
Truffl@gotruffl

Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)

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Truffl
Truffl@gotruffl·
@KommawarSwapnil Hey, we also believe that Cholafin can do great. Do read our thesis here x.com/gotruffl/statu…
Truffl@gotruffl

(1/11) Truffl #2: Cholamandalam Finance For #2, we decided to go to the other end from #1! Exactly the opposite end of the spectrum from VSS stands SV. SV (Subbiah Vellayan) is the (old/new) Chairman of Chola. And, we know the market has built a halo around SV. 😉

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Truffl
Truffl@gotruffl·
@jigspatel1988 Hey, we also believe that Cholafin can do great. Do read our thesis here x.com/gotruffl/statu…
Truffl@gotruffl

(1/11) Truffl #2: Cholamandalam Finance For #2, we decided to go to the other end from #1! Exactly the opposite end of the spectrum from VSS stands SV. SV (Subbiah Vellayan) is the (old/new) Chairman of Chola. And, we know the market has built a halo around SV. 😉

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Jig's Patel
Jig's Patel@jigspatel1988·
Keep in radar Cholafin, 52wk high, yesterday OI up and vol also increase, Will take a position if its sustain first 30 above 685,
Jig's Patel tweet media
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