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Samyukth Sridharan

@samyukth_s

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Building https://t.co/qBJTEp2Yv3. 5-handicap golfer. Bird photographer. Sous chef to my daughter. Federer fan. #AvGeek #EliottWaves https://t.co/8iQ8DVwPfw

Gurgaon, India
Joined April 2011
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@samyukth_s
Samyukth Sridharan
1 year
A 16 image stitched composite of 241 Grandalas on a tree for the #BirdsInHabitat theme of @IndiAves #birdphotography #BirdsOfTwitter #nikonphotography @Avibase #TwitterNatureCommunity
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@samyukth_s
Samyukth Sridharan
2 days
@Finstor85 If I understood this message end to end, I would expect a ST bounce to the LT level and then back down here to complete the cycle.
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@samyukth_s
Samyukth Sridharan
3 days
@investor_sr33 Great set from TRANSRAILL +63% on Revenue and +98% on EBIDTA with decent 21% margin expansion (all YoY). TTM EPS is now 26 which means that it is at a 22PE at CMP. Now let’s see how the market greets it tomorrow.
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@samyukth_s
Samyukth Sridharan
9 days
“In a world full of sharp edges, the blur brings a softness that comforts the soul.” – Emma Watson #nikonphotography #bharatpur #ICM #cameramovement #slowshutter
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@samyukth_s
Samyukth Sridharan
9 days
Yes. Agree. Good set. They have been able to maintain margins on a higher base. And their TTM EPS is now at 1.93 vs 1.00 last year same time with price remaining flat end-Dec’23 vs end-Dec’24 which means that their PE has nearly halved over 12 months to ~ 60. Everything to like in these numbers. Only regret for me is that I had no additional cash to deploy to pyramid my position when it dropped to 120 last week.
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@samyukth_s
Samyukth Sridharan
9 days
@investor_sr33 I reckon that 99% of these folks don’t understand what their business is;-)
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@samyukth_s
Samyukth Sridharan
15 days
@inv_vin8 Ha ha, the last candle in the 15m TF. Nice to see after the beating it has got over the last 2 weeks. But it moved to a 5% circuit after the battering!!
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@samyukth_s
Samyukth Sridharan
15 days
@inv_vin8 I agree. Fingers crossed on this one for the short term but not really a worry with a 2-3 year view.
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@samyukth_s
Samyukth Sridharan
15 days
@inv_vin8 Yup, I agree. I have been bullish on Avalon after listening to their last concall as I saw that there US facilities could be an edge (the regime change effect) - though they were talking about offshoring away from there on that call.
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