Shubham Biswal (@shubhambiswal18) 's Twitter Profile
Shubham Biswal

@shubhambiswal18

A journal of the things I read/learn about businesses & investing (Caveat Emptor). Standing on the shoulder of giants.

ID: 1285668706597482497

linkhttps://shubhambiswal96.substack.com/ calendar_today21-07-2020 20:11:31

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Shubham Biswal (@shubhambiswal18) 's Twitter Profile Photo

If anyone bought 3b black bio by any chance reading my posts, just letting you guys know I have exited. 16 times sales, lack of data and communication from mgmt. for the future triggers. Acquisition multiple was at ~3-4 times sales. Also looking at better opportunities.

Shubham Biswal (@shubhambiswal18) 's Twitter Profile Photo

Been working on the apparel retail sector - this is one of the slides. A few key pointers which I will discuss with examples in the presentation: - Positioning is important - Eg. Standalone male focussed apparel retail players haven't done well. Eg. Indian Terrain - Single

Been working on the apparel retail sector - this is one of the slides. A few key pointers which I will discuss with examples in the presentation:

- Positioning is important - Eg. Standalone male focussed apparel retail players haven't done well. Eg. Indian Terrain
- Single