Koushik Mohan (@mohan_koushik1) 's Twitter Profile
Koushik Mohan

@mohan_koushik1

Fundamental Research Analyst |Teacher |Lifelong Learner |Scuttlebutt investor

ID: 1487426519639400454

linkhttps://www.linkedin.com/in/koushik-mohan-6063bb179 calendar_today29-01-2022 14:05:02

792 Tweet

7,7K Followers

493 Following

Trinetra Asset Managers (@trinetraasset) 's Twitter Profile Photo

Rallis India Q1 FY26: Riding the Monsoon Tailwind to Deliver 20% Growth Rallis India, a subsidiary of Tata Chemicals, is one of the key players in the agri-inputs space. It offers well-known crop care brands, a steadily growing soil and plant health (SPH) portfolio, a

Rallis India Q1 FY26: Riding the Monsoon Tailwind to Deliver 20% Growth

Rallis India, a subsidiary of Tata Chemicals, is one of the key players in the agri-inputs space. It offers well-known crop care brands, a steadily growing soil and plant health (SPH) portfolio, a
Koushik Mohan (@mohan_koushik1) 's Twitter Profile Photo

#Axiscades Another strong order win of ₹680 Cr. Visibility towards ₹1,000 Cr PAT is getting clearer and faster. bseindia.com/stockinfo/AnnP…

Trinetra Asset Managers (@trinetraasset) 's Twitter Profile Photo

In 2014, ships took about 4 days to load and unload at Indian ports. Today, it takes just 0.9 days. This impressive progress puts India ahead of major global trade hubs like Singapore, Germany, and the USA. It’s a big advantage for India, as quicker loading and unloading lead to

In 2014, ships took about 4 days to load and unload at Indian ports. Today, it takes just 0.9 days. This impressive progress puts India ahead of major global trade hubs like Singapore, Germany, and the USA.

It’s a big advantage for India, as quicker loading and unloading lead to
Suresh K (@sureshkbn) 's Twitter Profile Photo

AXISCADES is showing early signs of a genuine turnaround, but it’s not fully confirmed yet. Normalized earnings are improving, core segments like defence and ESAI are driving growth, and leadership has laid out a clear execution roadmap. The next two quarters will be critical to

jeevan patwa (@jeevanpatwa) 's Twitter Profile Photo

#Axiscades KTA con all *Global Partnerships* 1. Signed with MBDA (missile systems) & Indra (radars) 2. Alliances bring annuity revenue, technological edge, and diversification across segments (Defence, Aerospace, ESAI) *Financials* 1. Growth Driven By Core Segments: ESAI grew

Ujwal Kumar (@ujwal_kr) 's Twitter Profile Photo

📄 Just went through Trinetra’s report on HBL Engineering. If you’re tracking HBL, this is a must-read. Here are the key insights 👇 🚆 Kavach 4.0 – India’s own train collision avoidance system. ₹25k–28k cr opportunity, HBL has ₹3,618 cr order book locked in for the next 3–5

📄 Just went through Trinetra’s report on HBL Engineering.
If you’re tracking HBL, this is a must-read.
Here are the key insights 👇

🚆 Kavach 4.0 – India’s own train collision avoidance system. ₹25k–28k cr opportunity, HBL has ₹3,618 cr order book locked in for the next 3–5
Priyam shah (@priyaminvests) 's Twitter Profile Photo

Video Series - Part 2 - Timex Group India , A company that we like , track and think is an absolutely on point consumer story that is flying under the radar A detailed initaiting coverage report soon Trinetra Asset Managers

Trading With Mind (@apoorvsinghasr) 's Twitter Profile Photo

Prompt to check management quality via available data. What triggered this was Vikas Khemani podcast with Sourabh Sisodiya,CFA , it's a must watch. Vikas's CID framework (Competence, Integrity and Drive) to check management quality is included perplexity.ai/search/you-are… #Hariompipe

Prompt to check management quality via available data. 

What triggered this was <a href="/vikaskhemani/">Vikas Khemani</a> podcast with <a href="/sourabhsiso19/">Sourabh Sisodiya,CFA</a> , it's a must watch. 

Vikas's CID framework 
(Competence, Integrity and Drive) to check management quality is included
 perplexity.ai/search/you-are…

#Hariompipe
Smart Sync Investment Advisory Services (@smartsyncserv) 's Twitter Profile Photo

Multibaggers, the stocks that multiply your investment tenfold or more, don’t happen by chance. Anna Yartseva’s deep dive into 464 multibaggers from 2009-24 reveals the facts you ignore. It shatters myths: Earnings growth? Irrelevant. FCF yield reigns supreme Key findings-🧵

Multibaggers, the stocks that multiply your investment tenfold or more, don’t happen by chance.

Anna Yartseva’s deep dive into 464 multibaggers from 2009-24 reveals the facts you ignore.

It shatters myths: Earnings growth? Irrelevant.

FCF yield reigns supreme

Key findings-🧵
Koushik Mohan (@mohan_koushik1) 's Twitter Profile Photo

#Axiscades Tech Great to see Alfonso Martinez leading the international business efforts, and congratulations to Dr. Sampath Sir on taking over as Managing Director!

#Axiscades Tech
Great to see Alfonso Martinez leading the international business efforts, and congratulations to Dr. Sampath Sir on taking over as Managing Director!
Ishan Tanna 🇮🇳 (@ishantanna1) 's Twitter Profile Photo

Greed & Fear — The Twin Engines Markets are not just about earnings, balance sheets, or interest rates. At their core, they are powered by two primal forces that have existed long before Wall Street, long before stock exchanges, long before money itself—greed and fear. These are