Truffl
127 posts

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

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)

(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 #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 #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 #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 #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 #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 #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 #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 #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 #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 #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)

(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. 😉



(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. 😉

#CHOLAFINANCE Today closed at 683 Target of 740 / 800 intact 👍

(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. 😉














