Kanishka Davda
@KanishkaDavda
Doctor, stock enthusiast, chess addict, travel and mountains are nirvana
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Growth & Profitability - a 🧵- 1. For a decent ROIC business, further ROIC expansion does not add as much value, as increasing growth
The only 3 questions that matter in pure FA - 1. Can you see the profits?? 2. Can you see the profits growing in next few years? 3. Is the valuation reasonable or cheap? If answer...
Shipping thesis in pictures https://t.co/0wGPI1Pyc9
Hey guys, some of you may have followed me after @AnishA_Moonka very kind comment. Its true that i have studied shipping (esp tanker market) in depth, but generally iv been too laz...