ishmohit
@ishmohit1
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Keen observer of the human Behaviour| Founder at SOIC| Teacher| SEBI Registered RA |INH000012582 Courses at https://t.co/SHdiWxVVzi
Delhi
Joined October 2019
That time of the year where Ganesh j gives us his blessings :) . Happy Ganesh Chaturthi
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And no one gives a hold co discount 😃. In holding companies, usually the hold co discount varies from 40-70%.
Abakkus buys stake in Edelweiss Financial. Current Mcap is ~9000Crs. We asked Atlas to do a conservative sum-of-the-parts valuation and got value at ~13500Crs. Would be interesting to know what investors think of this estimate!
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Go Custom with Created Drinkware!.✅ 10 years in business.✅ Trusted by the best.✅ Quick Turnarounds.✅ Low Minimums.
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RT @ias_summit: The door is closing. ⏳. Today is the final day to secure your place at the 20-20⁺ Investing Accelerator Summit at the Early….
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Working on a detailed video for the entire Airport sector and the proxies . Really interesting to study the space. Questions don’t mean conclusions :) . Beauty of investing.
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Why can't Airport operators themselves integrate into Lounges and do tie ups with QSRs? Given one of the Cos is making nearly 400 crores of PAT here. Why do they need a third party to do it for them?. What do you think?.
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RT @ishmohit1: Mental model for cdmo businesses . Those companies that have grown Cdmo from 10-15% of sales to 40-50% of sales have done re….
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RT @soicfinance: Sharing our detailed work on. Premiumisation|India's Next Consumption Wave. You can sign up at to….
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Only a matter of time before it happens.
Now after 18 months of grind everyone is waiting for next downleg to invest. 😂.Markets will surprise everyone on the upside in my humble opinion. It's time to FOMO, not wait on fences. I can stick my neck out on that.
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Always curious and full of energy, Beagles turn every walk into an adventure 🐾🎉.
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RT @lalitinvestor: Owais (1500 → 475), Kodytech (1800 → 720), Sahana (2000 → 1200) – many such stories in the past year. Last year’s Alpha….
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RT @KobeissiLetter: The longest bear market:. The US Dollar’s purchasing power. Over the last 100 years, the US Dollar has lost -95% of it….
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India’s relative performance against the world remained weak in Aug, with India’s returns of -1.4% (in USD terms) MoM, lagging world returns of +1.9%. This takes 12M rolling underperformance to -20%, recovering marginally from the bottom of -27% (on 7 Aug), but weak compared to.
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Doing an offline session tomorrow at the Indian Habitat Centre . Topic: Learning to identify scalable businesses. Have made a really interesting presentation.
“If everyone’s predicting a shift, the real breakthrough happens when someone discovers a direction no one’s even looking at.”. SOIC Workshop now Broader and Exclusive to Meet the Future Winners. Here’s what our upgraded session covers:.🔸Identifying the next leg of truly
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RT @KobeissiLetter: In case you don’t realize what’s happening:. The Fed is about to start cutting rates into stagflation. That means rate….
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RT @KalpenParekh: Only 23 investors in our oldest fund earned the entire cycle returns & compounded for 28 years. Fluctuations are enemies….
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RT @stockscansin: Market Breadth update week ending - 22/aug/2025. A detailed deep dive video drops tomorrow at 1 PM. #stockscans #MarketU….
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