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Dear @TuckerCarlson
I'd like to repost this great letter from a teacher in Iowa to a noisy little TV dinner heiress in need of some tutoring
https://t.co/9SYGz08dzt
I would follow this guy. He is good. @kearneyiowa
I'd like to repost this great letter from a teacher in Iowa to a noisy little TV dinner heiress in need of some tutoring

https://t.co/9SYGz08dzt

I would follow this guy. He is good. @kearneyiowa
A message to Tucker Carlson from a teacher. https://t.co/7KqA3rclh6
— Patrick Kearney (@kearneyiowa) July 7, 2021
Guess the Sector, that this company operates in.
ROCE 1 Yr: 32.7%
ROCE 3 Yr: 24.8%
ROE: 27.4%
ROE 3 Yr: 19%
Op Margin: 28.4%
Reserves: 32% of Current Market Cap
Debt: Nil
Profit CAGR 3Yrs: 54%
Debtor Days: 15
Inventory Turnover > 5
CFO YoY Increase : 160%
Some of you got it correct. Its Anjali Portland.
The company just acquired another cement company that will double the total sales immediately.
https://t.co/2xVnpJapPy
The acquisition was financed by adding debt, so interest costs from next quarter will go up but still great!
For a company that operates in a cyclical sector like cement!
What I liked is that the company was able to maintain the balance sheet and margins even in a down cycle.
With real estate sector reviving, this can be a great bet from here.
No recommendations, just an observation.
Market started re-rating the stock as soon as they announced acquisition.
Someone did some work on details of acquisition, sharing the thread
ROCE 1 Yr: 32.7%
ROCE 3 Yr: 24.8%
ROE: 27.4%
ROE 3 Yr: 19%
Op Margin: 28.4%
Reserves: 32% of Current Market Cap
Debt: Nil
Profit CAGR 3Yrs: 54%
Debtor Days: 15
Inventory Turnover > 5
CFO YoY Increase : 160%
Some of you got it correct. Its Anjali Portland.
The company just acquired another cement company that will double the total sales immediately.
https://t.co/2xVnpJapPy
The acquisition was financed by adding debt, so interest costs from next quarter will go up but still great!
For a company that operates in a cyclical sector like cement!
What I liked is that the company was able to maintain the balance sheet and margins even in a down cycle.
With real estate sector reviving, this can be a great bet from here.
No recommendations, just an observation.
Market started re-rating the stock as soon as they announced acquisition.

Someone did some work on details of acquisition, sharing the thread
@drprashantmish6 @Investor_Mohit
— Arun Choudhary FCA (@YOUNGBRUJ) July 9, 2021
1) Information on cement sector in India
India at 550 MTPA is the 2nd largest cement producer globally. Expected to move to 650 MTPA by 2025E pic.twitter.com/GqtcSk03TU
Most Popular on 14th of July, 2021
Most Popular on 13th of July, 2021
It seems this tweet of mine has triggered all the so called "liberal" feminists.
A thread by .@AskAnshul clearly explains several vulnerabilities of leaked pics on Telegram.
Almost daily CH sessions on abusing Hindu/Santani women are floated on Twitter.
Here are the advises given to us on this tweet:
1. Wear Burkha - Did I even say that? Posting pics on SM has nothing to do with what you wear.
2. "Aurat ki izzat chali jayegi" is filthy thinking. Santanis should fight & not get scared.
Great ideological advise.
Fight when?
It's like saying - learn to cope with an accident. Safe driving/following traffic rules are unnecessary.
RIP logic👏🏽👏🏽
Now they have started targeting/harassing me and my friend .@pahadanladki . Look at the SS of DMs we are getting.
The only man who had courage to continuously fight for us was .@Tushar_KN . And for that he was been called a Muzzie, and what not.
When .@OlhyanViir ji intervened, he was ridiculed badly.
Why were these men targeted? And look at the threats.
Look at the audacity of these so called Sanatanis, who are mocking and demeaning physical features of @Tushar_KN .
Is this what Sanatanis do? Ridicule someone's physical looks?
And all this after several having gained followers from his weekly #FF .👏🏽👏🏽
And this continues.....
A thread by .@AskAnshul clearly explains several vulnerabilities of leaked pics on Telegram.
Almost daily CH sessions on abusing Hindu/Santani women are floated on Twitter.
Last few days I have observed women's pics being misused on Twitter.
— \u0100yudhika \U0001f1ee\U0001f1f3 (@Satyamev1310) July 12, 2021
Are women so ignorant that they aren't aware that their pics are ultimately landing on dark web or porn websites?
When one posts pictures, I take it they agree to invisible terms and conditions.
Here are the advises given to us on this tweet:
1. Wear Burkha - Did I even say that? Posting pics on SM has nothing to do with what you wear.
2. "Aurat ki izzat chali jayegi" is filthy thinking. Santanis should fight & not get scared.
Great ideological advise.
Fight when?
It's like saying - learn to cope with an accident. Safe driving/following traffic rules are unnecessary.
RIP logic👏🏽👏🏽
Now they have started targeting/harassing me and my friend .@pahadanladki . Look at the SS of DMs we are getting.

The only man who had courage to continuously fight for us was .@Tushar_KN . And for that he was been called a Muzzie, and what not.
When .@OlhyanViir ji intervened, he was ridiculed badly.
Why were these men targeted? And look at the threats.

Look at the audacity of these so called Sanatanis, who are mocking and demeaning physical features of @Tushar_KN .
Is this what Sanatanis do? Ridicule someone's physical looks?
And all this after several having gained followers from his weekly #FF .👏🏽👏🏽
And this continues.....
