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@Exponential23 "In 1901 Butler Manufacturing pioneered the idea of metal structures Earlier used for tanks garages and bins pre-engineered steel structures are now used to build gigantic industrial plants Let's deep dive into this interesting sunrise industry 🧵 Please Like/Repost and help me grow on X"
X Link @Exponential23 2025-03-20T02:45Z 1979 followers, 8359 engagements

"Thyrocare 2QFY26 snapshot👇 Last X quarters YoY revenue growth: 2QFY26: XXXXX% 1QFY26: XXXXX% 4QFY25: XXXXX% 3QFY25: XXXXX% Considering that there is little scope of price increase in this business this is mainly driven by volumes and test-mix. Pure execution. Here's what management said in the 1QFY26 call: "Its not a very complicated business. You keep your customers happy and you add more customers the results are showing up in the growth numbers" Disc: No reco"
X Link @Exponential23 2025-10-15T09:30Z 1979 followers, 1784 engagements

"Defence and Aerospace valuations👇 Source: Goldman Sachs Disc: No reco"
X Link @Exponential23 2025-10-15T05:30Z 1979 followers, 1117 engagements

"Excellent point. My two cents👇 The market depth is improving with new IPOs but promoter/PE/strategic investors (Hyundai Orkla LG etc.) are cashing out or in the process of doing so The broader implication is that liquidity gets sucked into these transactions. If we overlay the fact that much of the capital is chasing a few themes/stocks (many are near triple-digit PE or more) it creates a narrow and potentially fragile market surge rather than a broad-based surge. It needs a constant flow of good news/macros to sustain this which makes richly valued themes vulnerable to de-rating on any"
X Link @Exponential23 2025-09-30T07:28Z 1980 followers, 7860 engagements

"Evolution: The idea gained traction in the early 20th century in the US Butler Manufacturing (now BlueScope Steel) pioneered the manufacturing of tanks garages and steel bins In the 1930s steel structures were used to build warehouses for grain storage or plain hangers🛬"
X Link @Exponential23 2025-03-20T02:45Z 1980 followers, XXX engagements

"Transformation in Indian IT services👇 HCL Accenture and Infosys are leaning towards AI-led services whereas TCS has taken the physical road with data centers India generates XX% of global data but houses only X% storage capacity. It'll be interesting to see how this plays out Source: Mint Disc: No reco"
X Link @Exponential23 2025-10-15T03:33Z 1979 followers, XXX engagements