In depth & also horizontally diverse. What do you think about proxies lime RMC Switchgear? Also how long do you think is the trend? There seems to be some froth here. Stocks like Genus are trading at >150 times.
There is definitely froth here. The biggest risk is that these are end of the day govt orders and while future earnings may be substantial, there is a big risk and uncertainty of elections coming in just a few months.
The key to play such investments is to identify such companies early on and prepare well. We were prepared when it came to smart meters and entire effects of the electricity amendment bill.
Power sector should come out of government control, there is no shortage of capital , low cost energy is very critical to nation development , it happens only with efficient capital management with healthy competition
If someone wants to deep dive into the power sector, it's a great place to start off. Personally excited about RPOs and bringing electricity under GST. Great work as usual. Keep writing Tar. I suggest deep dive into Tata Power and IEX. Thank you :)
It's just wow. I have been following you on twitter from almost a month. I have read a couple of articles you wrote. It is simply amazing brother. I really really love your writing ❣️❣️. Thank you for helping new investors like me. Today I joined the Twitter space and what I really liked was the patience and the way you answer to question was simply superb. I became a very big fan of you.
Enjoyed reading it. Super informative. Genus looks interesting. Thanks
Thank you for reading Pranav!
Is genus power listed in NSE?
Just want to go through the annual report.
Yes it is
In depth & also horizontally diverse. What do you think about proxies lime RMC Switchgear? Also how long do you think is the trend? There seems to be some froth here. Stocks like Genus are trading at >150 times.
Thank you Akshay
There is definitely froth here. The biggest risk is that these are end of the day govt orders and while future earnings may be substantial, there is a big risk and uncertainty of elections coming in just a few months.
The key to play such investments is to identify such companies early on and prepare well. We were prepared when it came to smart meters and entire effects of the electricity amendment bill.
Thank you , very informative
Power sector should come out of government control, there is no shortage of capital , low cost energy is very critical to nation development , it happens only with efficient capital management with healthy competition
really well researched and deep dived information with all transparency
Beautiful article, I'll like to read more
Publish such articles once every 2 weeks :)
Very good and informative article. Thank you tar for the article. Keep up the good work.
Thank you
YOU OPENED A NEW HORIZON
VERY NICELY LAID, EXCELLENT WORK,KEEP UP TH E GOOD WORK BRO
If someone wants to deep dive into the power sector, it's a great place to start off. Personally excited about RPOs and bringing electricity under GST. Great work as usual. Keep writing Tar. I suggest deep dive into Tata Power and IEX. Thank you :)
This is such great work. Amazing in-depth analysis. Loved it. Keep going, more power to you.
Thank you for reading and supporting!
Thanks Tariq. I will look forward to your analysis.
Thank you for reading and supporting!
Again a good article, appreciate your efforts and time in order make sure simple and self explanatory article.
Thank you for reading and supporting, Hitesh!
Excellent Article, Thank u .
Thank you for reading!
It's just wow. I have been following you on twitter from almost a month. I have read a couple of articles you wrote. It is simply amazing brother. I really really love your writing ❣️❣️. Thank you for helping new investors like me. Today I joined the Twitter space and what I really liked was the patience and the way you answer to question was simply superb. I became a very big fan of you.
Thank you for such kind words and all the support 🤝
Hi tar ! Please a detailed write up on genus power infra
Sure, I will try publishing in Dec