Company / Sector / Business Analysis(2022)
All Things Pharma
All Things Pharma
~What will make money?
~What to look for?
~Order of buying preference on today's valuations
Retweet to share it with max investors🙏
— Smart Sync Services (@SmartSyncServ) June 21, 2022
20.09.96: MHRIL was born
April 1998: 1st resort at Munnar in Kerala
25 yrs later
-800+ rooms added in the last 2 yrs
-12764 members added in FY22
“Retweet” to help us reach out to maximum investors🙏
चलिए शुरू करते है
— Smart Sync Services (@SmartSyncServ) July 8, 2022
Government’s Steps to Tame Inflation
4 Quick decisions
1. Banning Wheat Export
2. Fuel tax cut
3. Export tariff on Steel
4. Capping Sugar Export Volumes
The govt’s signal is clear that they want to tame inflation.
Will they be able to do it?
Hit Retweet to help us reach out to maximum investors.
— Smart Sync Services (@SmartSyncServ) May 24, 2022
Welcome to a “Non-sexy” auto ancillary business in India
Who finds autos sexy when IT, platforms, new-age, specialty chemicals CDMOs, etc rule the world?
And that’s why this business remained hidden before the IPO
Craftsman Automation it is!
Hit “Retweet” & Let’s go!🙂
— Smart Sync Services (@SmartSyncServ) May 18, 2022
Case Study on CRISIL
Trees don't grow to the sky.
Stocks don't go up all the time.
They relax and go on a holiday too.
Even one of the bests needs some rest.
Don't miss the forest for the trees.
A 🧵 to understand our ignorance on valuation with a mini case study on CRISIL
— Smart Sync Services (@SmartSyncServ) May 2, 2022
Deep dive on SJS Enterprises
3 friends start a business in a garage in 1987. Little did they know that almost 35 yrs later, it will be one of the world's leading aesthetic manufacturers & do a successful IPO.
K A Joseph, MD, says this about SJS Enterprises.
"Retweet" if you like it🙏
— Smart Sync Services (@SmartSyncServ) April 13, 2022
Sandur Manganese Rights Issue Offer
A curious case of Sandur Manganese Rights Issue Offer.
Special Situation or No Special Situation Opportunity
Let's find out.
— Smart Sync Services (@SmartSyncServ) April 12, 2022
RateGain Travel Tech meeting notes
Here are the notes of the meeting with the management of RateGain Travel Technologies.
This 🧵 is only restricted to meeting notes.
Not an analysis of the business.
Discl: We own the stock in one of the two model portfolios we have in our advisory.
Let's begin! https://t.co/CGQA5Y1wTO
— Smart Sync Services (@SmartSyncServ) April 9, 2022
Errors of Omission, VIP Industries
Twitter is a great place to learn about investing but it has a dark side too.
Influenced by fintwits, you often buy wrong stocks. Or buy right stocks at the wrong time.
That's an Error of Commission (EOC).
In this 🧵, we'll talk about Errors of Omission (EOO).
— Smart Sync Services (@SmartSyncServ) March 21, 2022
52-weeks lows and Copart
Rising stocks excite everyone. No one wants to catch falling knives.
You don’t get paid for being heroic. You get paid for being right.
52W Highs & Lows are interesting.
This one is on 52W lows as Twitter has a lot on 52W highs
Retweet if you find it useful🙏
— Smart Sync Services (@SmartSyncServ) February 19, 2022
“I skate to where the puck is going, not where it has been.”
Current Mkt Size: 25K Cr
2026 (E): 3.5 Lac Cr
After several decades in operation, the traditional loans market size is just 8.5 Lac Cr.
A 🧵 on BNPL
"Retweet" to help us reach out to max investors.
— Smart Sync Services (@SmartSyncServ) January 22, 2022
Kamdhenu Demerger & Special Situation
"अब इस फरेब को बहार से उतरिए और कामधेनु पेंट लगाकर अंदर से सुधारिये|"
A 2016 TV ad punch line of Kamdhenu Paints said so.
In this🧵, we are doing the same.
Deep Dive (अंदर से) on Demerger aka Special Situation opportunity in Kamdhenu Ltd
Grab a 🍿
— Smart Sync Services (@SmartSyncServ) January 17, 2022
Compounding and Growth of Zerodha
It means a lot when the No 1 broker & a 2 decade old professional trader says this:
"I am reminded over and over that the only way to create wealth when investing is to be able to sit tight, ride long term trends, and let the magic of compounding do its thing" –@Nithin0dha
— Smart Sync Services (@SmartSyncServ) January 7, 2022
Rockwood & Co. arbitrage situation
In 1954, Rockwood & Co, a chocolate products company, found itself in a peculiar situation.
We'll get to that situation shortly.🙂
First, a request, if you read the whole story & like it, please come back & "Retweet" this tweet. 🙂
Grab a 🍿 & here we go🙂
— Smart Sync Services (@SmartSyncServ) January 6, 2022
Company / Sector / Business Analysis(2021)
The Prestige, Hester Biosciences
In the movie, “The Prestige” by Christopher Nolan, an interesting conversation takes place between an obsessive magician, Robert Angier and arguably one of the world’s greatest scientists, Nikola Tesla.
Why it's relevant for investors?
Grab a 🍿
Here we go
— Smart Sync Services (@SmartSyncServ) October 13, 2021
Piramal Enterprise’s demerger and Concall Highlights
PIRAMAL ENTERPRISES DEMERGER ANNOUNCEMENT & CONCALL HIGHLIGHTS
Here we will cover the details of the proposed demerger of PEL and the details of the demerger concall. pic.twitter.com/zcz6kN3UbF
— Smart Sync Services (@SmartSyncServ) October 7, 2021
We are happy to share that our research on Mahindra Holidays is now available on https://t.co/VjeyYQ4IrE🙂
Here's a thread that gives you a glimpse of what we make of this business.
To access the video, check out the coupon code in the last tweet of the thread.
Here we go. pic.twitter.com/QGYGBeFDLp
— Smart Sync Services (@SmartSyncServ) September 11, 2021
Did you know?
Which substance is the 2nd most consumed material in the world?
3 tons of this material is used for every person p.a. in the world.
Let's deep dive into its origin, evolution, & outlook for the future.
Grab your 🍿
Here we go!🙂
— Smart Sync Services (@SmartSyncServ) September 4, 2021
“Is Cement Cyclical?”
Cement is a Commodity
Cement has Seasonality
Is Cement Cyclical?
Let's try to figure out
— Smart Sync Services (@SmartSyncServ) August 31, 2021
Have you engaged in revenge tourism during these covid times?
Here is a question for you. 😊
Which amusement park company has a leading market capitalization in India?
— Smart Sync Services (@SmartSyncServ) August 26, 2021
Do you enjoy long drives?
You would have probably enjoyed the drives on some of the national highways constructed by this company.
Let's get to know it a little more.
A short thread
— Smart Sync Services (@SmartSyncServ) August 25, 2021
Birth of AAVAS Financiers
“I could get my daughter married only because of you.”
“I could invite my friends at my home only because of you.”
“My social status has improved only because of you.”
— Smart Sync Services (@SmartSyncServ) August 5, 2021
Stories that get sold, about Infosys
Stories that get sold:
“If you bought Infy in March 2000 & held it till the CY2008, you would have made 0 returns”
Stories that no one tells us:
“If you had bought 1 share of Infy each month from March 2000 until Feb 2008, you would have ended up with a 13% XIRR”.
— Smart Sync Services (@SmartSyncServ) April 7, 2021
Did You Know?
CCL Products did not start with the coffee business.
Since its inception in1961, it had been in the business of Lease Finance.
In 1994, The Sahayak Finance & Inv Corp Ltd' changed its name to Continental Coffee Ltd
Rest is history!
Here’s the full story.
— Smart Sync Services (@SmartSyncServ) April 2, 2021
35+ yrs Journey of MD & CEO Rajiv Gandhi & Hester Bioscience (@Hesterindia)
Fasten your seatbelts as we take you through this long tweet thread.
Hit L&R if you find value in it.
Here we go!🙂
— Smart Sync Services (@SmartSyncServ) March 9, 2021
Piramal Pharma Day, understanding pharma businesses
Piramal Pharma Day
A good chance to understand their Pharma business.
They may update on the Piramal Pharma Demerger too.
— Smart Sync Services (@SmartSyncServ) February 26, 2021
Deep-dive into history of Bajaj Auto
Bajaj Auto (BA)’s Mcap today = ~2X of Hero.
Some obvious reasons:
~Mkt leader in 3W business
~Larger share of premium products
It’s not as simple as it looks.
Put on your seatbelts as we deep dive into the history of Bajaj Auto
Hit RT for wider reach.
— Smart Sync Services (@SmartSyncServ) January 25, 2021
Company / Sector / Business Analysis(2020)
How Tata group supported to develop capacitive deionization
We all know about the Himalayan Natural Mineral Water from the Tata’s stable.
Did you know that the Tata group supported the University of New South Wales Faculty of Engineering to develop capacitive deionization (CDI) to provide improved water for challenged areas?
— Smart Sync Services (@SmartSyncServ) October 9, 2020
The transformational journey of Persistent Systems
Mr. Anand Deshpande (@anandesh), after completing his Ph. D. in Computer Science, quit his job at HP Labs in the USA. He returned to India in 1990.
And from there started a 30 Year Transformational Journey of Persistent Systems
— Smart Sync Services (@SmartSyncServ) September 15, 2020
The curious case of Piramal enterprises
The Curious Case of Piramal Enterprises
First Some data points
– 31st Aug, 2018
Mkt cap 70K Cr, Sh Price 3070.
– 24th Mar, 2020
Mkt Cap 14K Cr , Sh Price 610.
-26th June, 2020
Mkt Cap 30K Cr , Sh Price 1350
— Smart Sync Services (@SmartSyncServ) June 27, 2020