Shubham Ajmera (@ValueInvestor27) profile picture

SEBI Registered Research Analyst | SOIC Research | Chartered Accountant | Learner | Investor

Mumbai, India
Joined November 2018
Replying to @ishmohit1
Fully invested guys be like 馃槄
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Replying to @soicfinance
馃嚠馃嚦馃嚠馃嚦馃嚠馃嚦
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Hi, Simply click on the attachment of the video, and you'll be able to access the files you need to download
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Replying to @sahil_vi
SKF India MD on shifting of manufacturing from Europe is a short term trend and not an structural shift coming to India. Once power crisis in Europe goes down in next 6-9 months they will move back. China+1 is a structural & long term trend. youtu.be/PK9-xnpjrmk?t=900
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Replying to @soicfinance
All thesis pointers in one slide
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1. Go to website learn.soic.in/learn click on sign in 2. Sign in with your registered email address 3. Click on SOIC membership 4. Click on SOIC Sectoral Webinar 5. You will get all the webinars here, scroll down in right side
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Replying to @ishmohit1
Monisha beta say "We are entering into fluorine chemistry" this "speciality chemicals" is so middle class
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Navin Fluorine all ongoing capex details:
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My reaction after Navin Fluorine results - ye share girta kyo nahi 馃槀馃槀
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Starting the day with one of the most awaited session @IIC_Conference @unseenvalue
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Replying to @sandipsabharwal
Privi鈥檚 repayment schedule and interest rate: Src. Annual Report FY21
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If business is improving during such period and share price is not increasing will be adding more from incremental capital. Added such financial company today as well price almost flat since last July when initiated position.
If a stock becomes flat for next 18months, and then becomes a 3 bagger post that period. What will you do in that interim period? Think carefully. Story of a lot of good mid caps
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Received SOIC Journal today @soicfinance @ishmohit1 Excited to fill it 馃槄
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Some interesting data points from Indian Specialty chemicals report by Nirmal Bang
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