Snapshots That Wow!

Kkkkrunch!

Balaji Wafers has seen 20% revenue CAGR in the last decade, the same has accelerated to 23% in the last five years!

Source: Emkay Research

These returns aint photoshopped!

“Since the IPO in 1986, the company has returned close to a mind-blowing 170,000% with a 22% CAGR. Today, it has a market cap just north of $170 billion, and has been profitable every single year it has been in operation.”

Source: Quartr

The Elon cult in full effect!

“Retail traders have bought a net $8 BILLION of Tesla stock, $TSLA, in 2 weeks.

There has never been a 2-week inflow even HALF as large.

Retail is calling a bottom in Tesla.”

Source: Kobeissi Letter

The EMI is too damn high?

“As per ANAROCK, housing sales (in units) declined 28% yoy in Top 7 Cities in 4QFY25 with launches declining 10%. Hyderabad saw the highest decline in both sales (49% yoy) and launches (55% yoy) respectively in 4QFY25. NCR, Bengaluru & Kolkata saw a sharp jump in new supply in 4QFY25 – by 52%, 26% & 26% yoy, respectively even as there was a high double-digit decline in sales.”

Souce: Anarock, IIFL

Rearming Europe ft. 21st century!

Orderbook at european defense companies sees a spike and the P/E in anticipation of realizing this orderbook too has seen an asymptotic rise!

Source: JP Morgan

Chinese- Dard bhi, Dava bhi

Apart from tech and auto, the Chinese seem to be taking on the US head on in pharmaceuticals as well.

Source: Economist