1/3 EV Theme Value Chain Stocks List🚘🛵

✅Silicon Carbide:

⚡️Carborundum Universal
⚡️Grindwell Norton

✅Battery Manufacturer:

⚡️Exide Industries
⚡️Amara Raja Batteries
⚡️Kabra Extrusion

✅Chemical Sector:

⚡️Tatva Chintan Pharma
⚡️Tata Chemicals
⚡️Gujarat Flurochemicals

2/3 ✅Pet Film Manufacturer:

⚡️Polyplex
⚡️Jindal Poly Films
⚡️Uflex

✅EV Charging Space:

⚡️Tata power
⚡️Hitachi ABB (ABB Power)
⚡️Reliance

✅Commercial Vehicle Manufacturer:

⚡️Olectra Green
⚡️Ashok Leyland
⚡️SML Isuzu
✅E-Mobility Segment:

⚡️TVS Motor
⚡️Greaves Cotton
⚡️Hero Moto

3/3 ✅Electric Passenger Vehicle:

⚡️Tata Motors

✅Auto Ancillaries:

⚡️Sona Comstar
⚡️Gabriel India
⚡️Minda Industries

✅ER & D Theme:

⚡️Tata Elxsi
⚡️KPIT
⚡️LTTS

Anything missing add in comment section 👇🛺
Credits: @Moneypurseadv

Video Link: https://t.co/SBcJpwRvzI

More from Swapnil Kommawar

More from Stocks

A lot of people ask: how do you find companies to invest in? very good question.

How did you find RACL, Pix?

Creating this ad-hoc thread to share my process.

if you like it, please RT to benefit maximum investors. 🙏

1.
https://t.co/2bvvRSBScr
Imagine what you want in a company, codify it in the form of filters, create a screen. Example below:

"Market Capitalization > 50
AND

Market Capitalization < 3000
AND

((Average return on capital employed 5Years > 25 AND
Price to Earning < 20) OR
(Average return on capital employed 5Years > 15 AND
Price to Earning < 10))
AND
Sales growth 5Years > 10
AND
...

...
Operating cash flow 5years /5 < Operating cash flow 3years /3
AND
Operating cash flow 7years /7 < Operating cash flow 3years /3"

In this screener, i am looking for
smallcaps with a min mcap,
which have a bare minimum average ROCE & valuation accordance to the unit economics
which are also growing topline
and where operating cash flows are also increasing, on an average basis

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So the cryptocurrency industry has basically two products, one which is relatively benign and doesn't have product market fit, and one which is malignant and does. The industry has a weird superposition of understanding this fact and (strategically?) not understanding it.


The benign product is sovereign programmable money, which is historically a niche interest of folks with a relatively clustered set of beliefs about the state, the literary merit of Snow Crash, and the utility of gold to the modern economy.

This product has narrow appeal and, accordingly, is worth about as much as everything else on a 486 sitting in someone's basement is worth.

The other product is investment scams, which have approximately the best product market fit of anything produced by humans. In no age, in no country, in no city, at no level of sophistication do people consistently say "Actually I would prefer not to get money for nothing."

This product needs the exchanges like they need oxygen, because the value of it is directly tied to having payment rails to move real currency into the ecosystem and some jurisdictional and regulatory legerdemain to stay one step ahead of the banhammer.