Ganntrader2All analysis
Why Birla may not be able to repeat the paint hack into cables
Grasim disrupted paints in 2024; now UltraTech is entering cables. Why the same playbook may not work: margins, elasticity and R&D costs.
Why Bandhan Bank may repeat what ICICI Bank did in 2009
ICICI in 2008-09 vs Bandhan today: similar profit size, P/B at 1, an 80% drawdown, monthly RSI near 33 and a new CEO. A thread on why history may repeat.