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Rajeev Agrawal, CFA Follow

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Rajeev Agrawal, CFA

@rajeev_agr ·
22 Aug

A nice thread to capture takeaway from TIA...

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Rajeev Agrawal, CFA

@rajeev_agr ·
19 Aug

The 30-year #Treasury bond yield hit its highest level since 2007. It is a good reminder that demand for capital is rising.

Implication: Demand a better return-risk profile from the capital that you are deploying.

#DooorDarshi

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Rajeev Agrawal, CFA

@rajeev_agr ·
18 Aug

I came across a fantastic AI use case. More than 4,000 photos were taken during the recent @ias_summit. Imagine the effort of finding a few photos that are relevant to you.

AI to the rescue! It took less than a minute.

#DoorDarshi @cautkarshpandey @ishmohit1 @MashraniVivek

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Rajeev Agrawal, CFA

@rajeev_agr ·
13 Aug

It was a pleasure meeting #Prashant #Jain. He is as humble as he is successful.

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cofactodotai

Cofacto

Verified account @cofactodotai ·
10 Aug

Speaker: Rajeev Agrawal / Doordarshi [@rajeev_agr ]
Idea: Repco Home Finance
Price: ₹382.70 | PE: 5x | PB: 0.59x

Thesis: Steady multi-year earnings growth and healthy returns that the market has ignored via continuous valuation compression. Management changes, improving asset