Discover and read the best of Twitter Threads about #ASIANPAINTS

Most recents (14)

Mega 🧵 on Tatva Chintan.

What excites me. What is the biz. What am i gonna do about the co.

Now that company is listed with around 💯%+ gains, probably a good time to understand #tatvachintan

Let’s dive right in. Image
Products.

First let us understand the types of products the company makes. This is a chemicals company. The primary line of products they are into is called PTC: Phase transfer agents. Before I explain what that is, let us do a small dive into chemistry.
The basic building blocks of matter (everything around you) are atoms. They come in 118 flavors, called elements. The water you drive is made of 2 Hydrogen atoms & 1 Oxygen atom: H2O. Image
Read 36 tweets
Thanks for sharing 🙏. Loved it. Much to learn from both camps.
Reminds me of an anecdote which happened recently. Wanted to share some knowledge on how I value #lauruslabs
#Valuations by their nature are subjective so some of these will be opinions.
Someone recently asked me following:
#lauruslabs has publicly stated guidance of doing 1B$ revenue in Fy23, with 30% EBITDA margins. They calculated profits to be 2340cr in Fy23. So P/E based on Fy23 earnings would be 14.
Question: Is this cheap?
My Answer (Rest of the thread):
Philosophical: Valuations lie in the eyes of the beholder & are most difficult part of any investment thesis; personally. There is no single “valuation”. Each investor must make their own decision on how to value, what's cheap, what is expensive.
Read 22 tweets
Weekly NIFTY50 analysis thread.
September Week4.

All posts are for educational purposes.
1
#nifty50
#PriceAction
#ADANIENT
Adani enterprises
Read 53 tweets
Will be posting TA of all #nifty50 stocks in this thread. Any comments, suggestions are welcome!
1
#NIFTY50 #ADANIENT
ADANI ENTERPRISES
2
#NIFTY50 #ASIANPAINTS
ASIAN PAINTS
Read 52 tweets
India is a land of unique monopolies....
Even though there are so many "competitors" in every sector, there is a consistent market share #monopoly/#duopoly in most sectors or particular segments of those sectors!
Some very prominent examples are...

(Thread)

#investing
#Moat
Organized Paint Industry
Duopoly - 59%

Asian Paints - 42%
Berger Paints - 17%

(appx values)

#Asianpaints
#Bergerpaint
Telecom Industry
Duopoly - 62% & rising

Jio - 34%
Airtel - 28%

Vodafone has 28% as of now but every month it loses out subscribers at a fast pace to Jio & Airtel

(appx values)

#Jio
#Airtel
#VodafoneIdea
Read 9 tweets
In This Thread I am Going To Share Nifty-50 Charts On Daily TF.

All Charts Are For Learning Purpose No Trading Recommendation.

Hope You Will Learn Something.
#AdaniPorts

If Able To Give Closing Above 285 Long Possible.

#ChartsForLearning
#AsianPaints

Looking Good For Long Here After Retesting Of Demand Zone

#ChartsForLearning
Read 50 tweets
#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.
2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.
3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.
Read 9 tweets
1/ So interestingly, a third of respondents don’t like real estate as a space. Though from a business model perspective I agree with the conclusion that bldg materials (BM) is the best way to play this because —>
2/ BM has renovation demand and ‘trading-up’ demand which takes away some of the cyclicality, has the ability to build distribution which if done right adds to the “moat” and lends itself to the optionality of being asset light
3/ In contrast, Devs and financiers are by and large capital hungry. When you are capital hungry you open yourself to two risks. That of regularly raising capital and the price at which you get it. If caught in a bad cycle you could wipe out years of return
Read 8 tweets
#Theunusualbillionaire #Asianpaints "‘Champakbhai used to say that “Gareeb apni dahleej zaroor rang karega, poora... amzn.in/9Wh5uk2
Mangesh Pathak, a former employee of #AsianPaints, told me in, ‘Within six months of joining Asian Paints in 1996 as a management trainee, I was given independent responsibility to manage one of the six regional distribution centres.’" #TheUnusualBillionaires #SaurabhMukherjea
Jalaj Dani, member from one of the promoter families of #AsianPaints, also told us, This firm has had a culture that has allowed the professionals to do what they like to do, which results in people delivering great ideas and doing great things.’" #TheUnusualBillionaires
Read 36 tweets
Starting this thread on the handpicked videos about investments & life I found intriguing. Looking forward to knowledge & Goodwill compounding
#gyanwithsatwik #ValueInvesting
1) "We should be a little more sceptical about our ability to build Excel models, calculate margins of safety & give more focus to think about people"Rob Vinall
Of RV Capital in an eye opener on mgmt. quality judgement
Link:
Courtesy @abhymurarka
"Participation in price movement is not same as ownership of business"- Anthony Deden
Amazing insights into capital preservation, fallacies of #WallStreet , seeing #stocks as participation by @RealVision
These 145 mins will leave you thinking for days
Read 32 tweets

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