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MCap < 1,000 CRORE : Goa Carbon
One of the ways to identify value opportunities is to screen stocks that are trading at a P/E of < 10 + 5Y ROE of > 20% + market capitalization of …
Jun 28
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Siddharth Bothra
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MCap < 1,000 CRORE : Goa Carbon
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#Quarterly Updates: Olectra Greentech Q4FY24
There is no debate, that electric vehicles are the future of mobility.
Jun 17
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Siddharth Bothra
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#Quarterly Updates: Olectra Greentech Q4FY24
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#Quarterly Updates: IRCTC Q4FY24
A lot of people travel by trains in India. It is one of the most cost effective ways to travel over long distances. With the penetration of internet, a…
Jun 10
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Siddharth Bothra
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#Quarterly Updates: IRCTC Q4FY24
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#Quarterly Updates: Zomato Q4FY24
One of the best ways to learn about a business is to track the quarterly earnings released by a company + read the earnings call transcripts where the…
Jun 4
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Siddharth Bothra
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#Quarterly Updates: Zomato Q4FY24
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May 2024
JBM Auto : a business pivot underway?
I recently wrote an article on Ashok Leyland and Olectra Greentech, talking about the EV opportunity in commercial vehicles (CVs) like e-buses, e-LCVs…
May 6
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Siddharth Bothra
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JBM Auto : a business pivot underway?
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April 2024
The Wrap #1: Tesla <> India, Vi's blockbuster FPO and the iPhone killer
It takes me approximately 80 minutes to reach to the office. Most of that time, goes standing [or sitting if it’s my lucky day] in a metro. I take some…
Apr 29
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Siddharth Bothra
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The Wrap #1: Tesla <> India, Vi's blockbuster FPO and the iPhone killer
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Ashok Leyland : a king on Indian roads
In my last article, I explored the Q3FY24 performance of Olectra Greentech — a company which manufactures e-buses. During the research phase, an…
Apr 21
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Siddharth Bothra
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Ashok Leyland : a king on Indian roads
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Can I force my brain to delete a thought?
Before I begin to answer this question, do you know how many thoughts float in your mind on a daily basis?
Apr 7
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Siddharth Bothra
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Can I force my brain to delete a thought?
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March 2024
#Quarterly Updates : Olectra Greentech Q3FY24
Olectra Greentech is in the business of manufacturing electric buses and trucks. It also has a small line of business coming from polymer insulators…
Mar 23
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Siddharth Bothra
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#Quarterly Updates : Olectra Greentech Q3FY24
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#QuarterlyUpdates : DreamFolks Q3FY24
Airport lounges used to be exclusive. You’d see business travelers with their laptops and you’d strive to be a part of that exclusive club. That is a…
Mar 4
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Siddharth Bothra
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#QuarterlyUpdates : DreamFolks Q3FY24
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February 2024
#QuarterlyUpdates: MTAR Q3FY24
Clean Energy. Space. Defence. Aerospace. Nuclear Power. These are industries of the future. And MTAR Technologies is catering to all the above sectors…
Feb 24
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Siddharth Bothra
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#QuarterlyUpdates: MTAR Q3FY24
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#QuarterlyUpdates: Zomato Q3FY24
One of the most important things while analyzing companies — is to track it’s quarterly results. It gives a quick update to the investors on what’s…
Feb 23
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Siddharth Bothra
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#QuarterlyUpdates: Zomato Q3FY24
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