Discover and read the best of Twitter Threads about #aplapollo

Most recents (4)

STRONG #MONOPOLIES

#IRCTC > 100% Market share in Rail Network.

#IEX >90% market share in power trading.

#Zyduswellness >90% market share in sugar free product.

#Eichermotors >85% market share in 250cc bikes category.

#MCX >85% market share in commodity trading.

1/n
#Coalindia >80% market share in coal production in India.

#ITC >75% market share in cigarettes.

#HondaSiel >75% in portable power generators.

#HindustanZinc >75% market share in primary zinc industry.

#AsahiIndiaGlass >70% market share in automotive glass.

2/n
#NRBBearings >70% market share in needle roller bearings.

#Pidilite >65% market share in adhesives.

#CAMS >65% market share in RTA within mutual fund industry.

#TimeTechnoplast >65% market share in polymer based industrial packaging.

3/n
Read 10 tweets
Live tweeting highlights from our discussion with @SamitVartak moderated by @ishmohit1 and the DIA gang. @saket1974 @saketreddy @dadalife369 @cautkarshpandey @vishal_chandi

So let’s begin -

1. Before looking at the valuation of a business, look at the fundamentals first.
On cyclicals -

2. We look for profit power, the ability of the company to control price and gauge profit. This is why we don’t look at cyclicals.

3. With cyclicals, oftentimes the promoters themselves cannot predict pricing and profitability.
On building a portfolio -

1. Reducing the size of your portfolio too much can make it harder to find big winners, the ones that can give up to 40x in 10 years.

2. I look at 15-20 stocks as a balance between not spreading yourself too thin and not takeing too much risk.
Read 19 tweets
STRONG MONOPOLIES :

#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#coalindia India* >80% market share in coal production in India.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#NRB Bearings* >70% market share in needle roller bearings.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
Read 11 tweets

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