vaibhav tambade
PM @ Smallcase. IIT Madras. On a mission to make equity research on potential multi-bagger stocks accessible to the average retail investor. Subscribe to find long-term micro-cap compounders. https://www.linkedin.com/in/vaibhav-tambade-271a40101/
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 25 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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vaibhavtambade.substack.comLatest Issues
The Washer Company Betting on Circuit Boards Ratnaveer Precision Engineering Ltd
Disclaimer: This article is for educational and informational purposes only. I am not a SEBI registered investment advisor. I might hold positions in the securities discussed here. Nothing here is a buy, sell, or hold recommendation, and...
The Railway Supercycle's Hidden Toll Booth ( The stock that went 14X in 5 years)
How a Rs 322 Cr Kanpur company quietly became the toll booth for India's railway supercycle.
Attention Please (Yatrigan kripya dhyan dein)
The Next Hunting-Ground for Multi-Baggers - The Recycling Megatrend.
Spent weeks reading every recycler out there. Here are my mental models to analyse them
Take a look at the performance of recycling businesses in the last 5 years
The company 2x sales every 3 years, has a ROCE of >30, yet has a P/E of 13x.
Finally found a company to play the GCC theme
The Company That Drives India’s GCC Boom
Full article - Why Traditional Investors Are Getting Internet Stocks Wrong
P/E ratios don't work. DCF models break. Yet these businesses are compounding at 40%+ and entering Nifty 50. The framework you need to stop
Zomato turned EBITDA positive after years of losses, and the stock rallied sharply. Paytm saw its v...
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PM @ Smallcase. IIT Madras. On a mission to make equity research on potential multi-bagger stocks accessible to the average retail investor. Subscribe to find long-term micro-cap compounders. https://www.linkedin.com/in/vaibhav-tambade-271a40101/
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