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Ahaituki Capital by Devesh
Приєднався 7 кві 2018
Exploring hidden opportunities in the Indian Stock Market
SaaS Businesses In India Series-(1/3): What and Why of SaaS Business
Here we discuss what SaaS Businesses are and why some of them are extremely robust and investment worthy
Переглядів: 166
Відео
Open Offer for Daikaffil Chemicals: Summarised, Explained with Latest Facts and Disclosure
Переглядів 1,5 тис.14 днів тому
Here we talk about Daikkafil Chemicals and the Open Offer by Heranba Industries.
Comments Q&A on Navkar and Sir Shadi Lal | More Risks and Opportunities Discussed
Переглядів 2122 місяці тому
In this video, we look at a few comments which were made on the Navkar and Sir Shadi Lal videos and try to answer them.
Sir Shadi Lal Enterprises, Open Offer By Triveni | Limited Downsides, Unmodellable Upside
Переглядів 4302 місяці тому
Hello, thanks for tuning in. Here we cover the Open Offer of Sir Shadi Lal Enterprises. We try to look deep into the triggers, try to do an upside assesment, highlight the risks. The sheets described in the video can be accessed by DMing me on X at 13gaurdevesh. Happy Investing!
Navkar Corporation Open Offer: Background on JSW Infra, Navkar and Risks
Переглядів 6972 місяці тому
Here we talk about the open offer for Navkar Corporation by JSW Infra talking about the JSW Group, JSW Infra, the businesses of Navkar and how an investor should look to play them
Please do part 2 shirtless. 🍆
Love this series, been looking for something like this! Please do cover companies like softtech engineers, iris business services and izmo!
Look forward to the next video. Could you also cover some good metrics relevant for SaaS businesses like CAC, LTV etc.
Very good analysis. keep it up. The quality of slides was very good.may be you can add technicals if feasible. eager to watch your vide on windsor machines whenever you make it
very nice analysys
Great work Devesh
Very interesting. Gave me a new perspective on the offer! Videos with this much research are rare
Today I saw your video even I read the concall of triveni but it is more clearified now Just if u have any information or news regarding yesterday sudden fall in triveni stock
Well here we are now. They f*d SSLEL shareholders. No Fs given for 80 year old shareholders.
why are you Indians obsessed with SIR? the name is Sri shadi lal not sir shadi lal. plz drop the sir, it's a reflection of your authoritarian protectionist caste, status & seniority driven culture. adapt to the 21st century. drop the antiquated aspects of your operating system & embrace a culture of innovation where everyone is equal to their accomplishments. no one is a sir because of seniority.
Again Great Video, Thanks for your opinion.
Very crisp, very much understandable, amazing video!!
Great Video. Thank you for shedding light on the Risks, I had two scenarios in mind while doing the investment 1. Everything Stays normal and in the same way JSW Infra's major customer is JSW Group the margins of Navkar will be maintained or improved, and JSW will divest from CFS vertical and focus on making railway lines efficient to attract a higher customer base (Took insights from Adani Ports IP) 2. Navkar gets merged into JSW Infra I would get shares of JSW Infra and so accumulate more of Navkar.
Will try to talk about these scenarios in a smaller video addressing comments.
Amazing can you also cover Windsor Machines. Also is there possibility that Triveni merges this into their company? Ok i saw it as addressed as risk but still didn’t understand why it is bad for current shareholders?
In the next video!
Good information
Sir can you please cover Popees or archana software.Thank you for such amazing video.
Definitely, it will come up soon. Stay tuned!
Simply Amazzzzzzzing
Very interesting!
Very informative. Keep up good work in sharing these unknown gems. Following you from Twitter and your video about the research that was shared in the wrap community.
love to hear your commentary! thanks for presenting a very holistic view about the things🙌🏼🙌🏼
Very interesting. Have been following your Twitter for a while, excited for more long form content here.