N Suresh @NSuresh_ECW
Long term Global Business Investor//semiconductors// AI//Memes// Curious Mind //Buffett, Munger & Musk // $TSLA Long Joined May 2020-
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#Exide Industries Q4 2024 Earnings -STRONG 💪💪💪 ~Revenue at ₹4,009 Crore, up 13% YoY ~Net Profit at ₹284 Crores, up 37% YoY ~EBITDA margins are up by 250bps to 12.9% Vs 10.4% YoY ~Declared ₹2 per share as Dividend #ExideIndustries #Q4FY24
Albert Einstein said: There are five ascending levels of intellect: Smart, intelligent, brilliant, genius and simple Likewise, there are five ascending levels of market participants: Gamblers, speculators, traders, investors and owners The simplest way to invest is to be an…
#Tesla has won Beijing’s approval to roll out its Full Self-Driving (FSD) software in China This marks a major milestone for the company LFG 🥳🤩🚀🚀🚀 #Tesla $TSLA
BREAKING: Tesla is set to clear a key hurdle to introduce its advanced assisted driving features in China by partnering with Baidu in mapping and navigation functions - Bloomberg Tesla will then be able to deploy its autonomous driving services on the basis of lane-level…
$GOOG Google becomes a "2 Trillion dollar company" 🔥🔥🔥 #Google
Should you buy Kotak Bank now? On the evening of Apr 24th, 2024, RBI released a press release stating action against Kotak Bank to cease onboarding of new customers through its online and mobile banking channels and also not to issue any new credit cards. The next day, the…
Sundar said to $GOOG's Youtube and Cloud to exit 2024 at a combined revenue of $100B. This implies 25% growth in each of the next three quarters, compared to YouTube up 21% and 28.4% in March. Take away: Maintaining growth rates around 25% despite larger numbers is sign…
Varier GM @VarierGm
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@teslaownersSV It is an armored personnel carrier from the future
@teslaownersSV Cybertruck eats pickup trucks for breakfast with a side of bacon
GST collection highest ever 2.1 lac crore. No of registered GST taxpayers nearing 1.5 cr Formalisation of economy continues. Sectors which benefit the most in Increasing formalisation -Building material like cables,wires, pipes, tiles, ready to eat food, branded food cereals ,…
@MuskBreaking I personally wrote the first national maps, directions, yellow pages & white pages on the Internet in the summer of 1995 in C with a little C++. Didn’t use a “web server” to save CPU cycles (just read port 8080 directly). Couldn’t afford a Cisco T1 router, so wrote an emulator…
@BLSmith2112 @MuskBreaking Don’t post leaks of confidential information and expect me to follow
Free for the next 30mins! Ask me anything below (Please avoid Buy or sell questions, wont be answering those) 🧵🧵🧵
@immalay China is still growing its agrochemicals products. Pestiscides production there is up 32% YOY. Be very selective, pigments or bezene cos might do better. Broad recovery is still sometime away, it wont happen until China stops dumping
@Mann_ashar Selling is the dark continent of fundamental analysis. No funda investor will tell you this, but you have to mix and learn technicals to get better at selling. My own framework has improved multifolds post inculcating basic technicals. Exits can be taken on three cases: 1.…
@existentialcoms Our giant auto co competitors have much greater access to incentives than Tesla, which means Tesla has prospered in spite of govt subsidies, not because of them. Tesla mkt cap has *risen* over time as EV incentives declined. How strange …
"While investors need to focus great attention on the fundamentals, they must simultaneously answer the question: What's your edge? You cannot have an edge doing what everyone else is doing—to add value you must stand apart from the crowd." — Seth Klarman
“It is not necessary to do extraordinary things to get extraordinary results...” — Warren Buffett ✍️ Simple wins.
👉 #GST revenue collection for April 2024 highest ever at Rs 2.10 lakh crore 👉 #GST collections breach landmark milestone of ₹2 lakh crore 👉 Gross Revenue Records 12.4% y-o-y growth 👉 Net Revenue (after refunds) stood at ₹1.92 lakh crore; 17.1% y-o-y growth
Understand the sector first - then the stocks That will do world of good for you :)