Discover and read the best of Twitter Threads about #intellectdesign

Most recents (3)

Magic of Multi-Year Breakout
1. It is well-established fact any counter which gives a multi-year breakout, it gives exponential returns in the shortest time frame.
2. Pre-requisites for Multi-Year Breakout
(a) Turn around in company philosophy and/or management and/or profit generation.
(b) Govt Policies e.g. Ethanol blending, scrappage policy, make in India, various PLI schemes. #Multi_Year_Breakout
2. Pre-requisites for Multi-Year Breakout - Contd...
(c) Crisis e.g. Covid, Semiconductor shortages.
(d) Brownfield or Greenfield investment starts paying.
(e) Market maturity e.g. Rising interest in platforms business #Multi_Year_Breakout
Read 48 tweets
A thread of now tech is changing gears in banking & financial domain.

The banking is undergoing a tremendous change with the adoption of the technology. The business that's mainly run by legacy systems is now digitally transforming.
However, there is a catch. There are companies that offer digital transformation solutions to the legacy systems. Companies such as #IntellectDesign

Then there are digitally native banks such as #Kakaobank that's fully digital since inception.
In fact, #kakaobank was build based on "technology to process" approach. While traditional banks struggle with "process to technology".
Read 17 tweets
Stunning results from #IntellectDesign , pat of 80 crores as against loss of 11 crores last year. Sequentially a stunning growth of 35% in bottomline.
Trading at ridiculously cheap valuations now for a software product company with great products. long way to go.

Disc: Invested Image
To sell cement 2day, u gotta make it 2day

To sell cement day after, u gotta make a new batch to sell.

Develop a software product 2day,
Sell it 2day, 2moro, next year.

Simple Stuff Desi analysts dont get,

& then they go value product tech cmpnies like conventional products.
Temenos a company, #Intellect recently beat amongst 20 others in a Canadian bank deal trades at a valuation of $10 billion( 70k crores) at a price sales X of 10.

Intellect doesnot even consider them competition, Palantir, a cmpny that intellect considers so, trades $55 billion.
Read 51 tweets

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