
Yash Lahoti, CFA
@lahoti_yash
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CFA | Research @soicfinance | Deep dives, macros & triggers | Building conviction. Creating sweeter alpha 💸
Indore, India
Joined June 2015
Thanks to the inherent "BANIYA" inside me, I always question a lot when I look to buy obscene valuations. Be a Baniya and always find what value you are getting for the price you pay!! #investing #StockMarket
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Did you know? A typical electric car contains six times more mineral content by weight than an ICE car. In fact, a single 75 kWh EV battery can pack 12 kg of lithium, 50 kg of nickel, 4.5 kg of cobalt, 4 kg of manganese, 70 kg of graphite, plus about 25 kg of copper and 20 kg
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Unitree G1 has mastered more quirky skills 🤩 Unitree G1 has learned the "Anti-Gravity" mode: stability is greatly improved under any action sequence, and even if it falls, it can quickly get back up.
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In just 3 years, ~72 MTPA of capacity changed hands -almost the same as ~82 MTPA over the entire FY12–22 decade. That’s not noise; that’s a structural reset that’s pushing the top-5 share toward ~62% by FY27 and hard-coding discipline into the sector’s DNA. Lets' try and
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Investors often fear churn and feel pressured to hold stocks long-term, inspired by rare cases where someone made 20x or 30x returns by staying invested for decades. However, we often ignore that most investors only hold a few stocks for the very long term when the business
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Packaging film value chain In India Resin/Petrochem → Films (BOPP, BOPET, PPF, dielectric) & Rigid/Flex packs (tubes, IML/HOPP, cartons, straps) → Converters → End-use (FMCG, Paints, Pharma, Auto, Food). Commodity films ~6–20% vs Specialty ~16–25%+ Key players in the Indian
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A few months back at , we studied a unique auto ancillaries that has been consistently able to outperform the auto growth. A business whose business model who thrives on the concept that, "Its much easier and cheaper for the OEMs to make the cars look innovative that them to be
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7 Key learnings for this week 1. From H2 of this year, many Banks will start reporting NIM expansion again+loan book growth will start accelerating.. Gold financiers, and the ones with good asset quality is the area where we are focusing. Gold financiers benefit from a rising
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Edition 27 of Daily Investors’ Edge is live - https://t.co/yrHFOPnKoN We break down Q1FY26 for aroma-chemicals—beyond headlines: - One player surged with double-digit growth + margin lift via process automation & by-product monetisation - Another is in ramp-up mode: new
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Copying is not bad. Learn from great examples, take inspiration and then try to surpass them
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Gross margins comparisons of CRDMO/CDMO companies Disclaimer - not a recommendation to buy or sell
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August month export data for Pharma players Companies that outperformed in exports - > Sai life sciences > Neuland Laboratories > Laurus labs > Sequent scientific > Lupin > Cipla > Natco pharma Disclaimer - Nothing is a buy/sell recommendation
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Is India's Aerospace industry finally taking off? Policy push and rising quality are helping suppliers move from simple parts to ready-to-install assemblies. The opportunity is big; the to-dos are clear: make more materials locally, train more skilled people, build key
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Before a pill reaches your palm, a snack hits the shelf, or an EV part clears the assembly line, there’s a quiet check point: testing. In India, one name keeps appearing at that gate-Vimta Labs-a 40-year-old Hyderabad-based contract research & testing specialist Let's Dig
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An example of how liabilities can also become an asset 😅
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Interesting times where tweets are able to move market caps of companies 😁
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https://t.co/6C7hdrlES4 - @stockscansin Interesting scan to filter out interesting bombed out IPOs Disclaimer - not a recommendation to buy or sell
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https://t.co/qQHkRNc8iH A interesting video to watch to build more focus in the work you do!
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