Discover and read the best of Twitter Threads about #DiligenceFindings
Most recents (1)
This is a thread of mistakes, diligence findings & lessons. Some personal, some professional. Will keep adding as I dig through memory. Hope it’s as useful to you as it was & is for me. No names. Context wherever possible
#InvestingMistakes #DiligenceFindings #Lessons
#InvestingMistakes #DiligenceFindings #Lessons
1/ What it takes to grow a company 100 cr in size is different to grow it to 500 cr is very diff for 1000 cr, v diff for 10k cr. Very few ppl have the skills to lead such cos. Hence very few small caps will make it to largecaps
2/ Mistaking ROCE / ROE expansion (driven by cheaper input cycle) for management skill — industrials, chemicals, commodities
