Rikin Shah, CFA (@capdepth) profile picture

Rikin Shah, CFA

@capdepth

Senior Analyst @omkaracap | Ex - Venture Capital | Views are personal and not recommendations

 Mumbai, India
Joined March 2011
  • Tweets534
  • Following270
  • Followers729
Domesitc Anti-dumping duty/Minimum Import Price + Supply side consolidation from one of the largest importers = ?
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Tale of two different factors 1. ‘Value’ is dead (2018) 2. Underperformance of ‘Quality’ (2024) Lesson: Excesses on one side often lead to excesses on the other side
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Replying to @riteshmjn
Many other correlations pertaining to the dollar have changed!
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nitter.gq/capdepth/status/166667… Prashant Ji - The finished dosage formulation called Nubeqa is growing at that rate.
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Dr Prashant Mishra (@drprashantmish6) profile pictureDr Prashant Mishra
@drprashantmish68 Jun 2023
Ami organics- intermediate for a product which is growing 200 or 300x a year .
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The journey is finally complete ✅ Special thanks to my family, friends, and employer @varinder_bansal
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Quite intriguing!
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Nitin Mangal (@nrmangal) profile pictureNitin Mangal
@nrmangal14 Mar 2023
#InBetweenZ #19- INDA IN: Who are these US Banks? #ReadBetweentheLines
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Open house Session by Varinder Bansal on Omkara Smallcase - What/Why/How? Today at 6:00 PM on Twitter Space Link to Join: nitter.gq/i/spaces/1BRJjZoZrRgJw
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Playing out as expected. Maintain "You don't fight the cycle" view
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Rikin Shah, CFA (@capdepth) profile pictureRikin Shah, CFA@capdepth13 Oct 2021
Replying to @capdepth
Convergence and divergence of BSE Smallcap, BSE Midcap and BSE Sensex. You don't fight the cycle!
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Replying to @deepakvenkatesh
Economic Times from the same morning mentions €600 Million/$650 Million (Rs 4,940 crs).The cash goes towards repaying Rs 2,636 crores of Net Debt as per last quarter, potentially leaving surplus cash on the table.
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Breakdown of Indian Payment Services Market
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