Vinayak Khosla
@vinayak_kh56506 • 3,161 subscribers
Institutional Grade Equity Research | Ex-IB | Polymath Focused on market depth and diverse perspectives. Sharing the process here Not SEBI registered
Videos
Weekly Deep Dive (with Mayank Kapur) Drone Manufacturing Industry and Ideaforge Ltd. 0:00 - Introduction 0:30 - Drone Industry Analysis 5:40 - Types of Drones 13:37 - Players in this industry 16:01 - Government policies 17:59 - Components of Drone 23:02 - Ideaforge Ltd. 28:00 - Thesis and Anti-Thesis 35:37 - Brief on Valuations Disclaimer - no Recommendation. We are not SEBI registered.
Vinayak Khosla19,138 Aufrufe • vor 3 Monaten
Initiating Coverage - Standard Engineering (Special Situation, Entry into multibagger industry) Fact - The company acquired a company with the promotor who was in the founding team of Ctrl S 0:00 Introduction 1:00 About SETL 5:00 Acquisition Details of Scale Energy 9:05 Expansion plans of Ctrl S 10:15 Breakup of Data Center CAPEX 11:30 Product segments of GScale 15:05 TAM for GScale 21:25 Thesis and Anti-Thesis 30:54 Valuation model Disclaimer - We are not SEBI registered. No recommendation.
Vinayak Khosla13,699 Aufrufe • vor 2 Monaten
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