Meet Shah Profile picture
May 8, 2020 4 tweets 2 min read Read on X
My vision is to provide the latest telecommunication facilities to every Indian at the price of a post card - Dhirubhai Ambani (early 2000's)

Gave the slogan:
"Karlo Duniya Mutthi Mein"
(Get the world in your hand)

2016:
Mukesh Ambani launched Jio

Slogan:
Data is the New Oil
2020:
One can have the whole world in his hand by having a smartphone topped with good data plan

Not to forget,

Reliance Telecommunications
Failed

Jio is succeeding

Wealth creation takes immense
amount of Time, Patience, Guts & Determination
One can call Mukesh Ambani
whatever he want:
Visionary.
Intelligent Fanatic.
Rich class second generation
Entrepreneur.

In world history, only JIO provided free voice call with free data for almost one year & wipped out the competition & raise the standard for telecom industry
If u do something which is
for the benefit of Mass coupled with outstanding business strategies & long term vision then u are bound to get mangoful returns

Crazy:
Write OIL on a paper & hold it infront of mirror, it will reflect JIO

"Karlo Duniya Mutthi Mein"

@reliancejio #RIL

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More from @MeetshahV

Jan 18
Top presentations & interviews from CFA society. Covers multiple aspects of investing & behaviour. Few of the speakers rarely makes any media appearance.

Read 25 tweets
Jul 24, 2023
Market Leaders by Category:

IRCTC 100% market share in rail network.

HAL 100% market share in its segment.

Dream folks >90% market share in airport lounge business

MapMyIndia >90% market share in GPS navigation in India

Zydus wellness >90% market share in sugar free product.
IEX >90% market share in power trading

Eicher >85% market share in 350cc bikes

Wabco >85% market share in braking systems (M/H vehicles)

MCX >85% market share in commodity tradng

Tinna Rubber >80% ms in micronized rubber powder

Coal India >80% market share in coal production
Honda Siel >75% in portable power generators

Hindustan Zinc >75% in primary zinc industry

ITC >75% in ciggarettes

NRB Bearings >70% market share in needle roller bearings

Suprajit Engineering >70% market share in Cables 2W

Deepak Fertilizer >70% market share in Isopropyl
Read 16 tweets
Feb 17, 2023
Market Leaders by Category:

IRCTC 100% market share in rail network.

HAL 100% market share in its segment.

Dream folks >90% market share in airport lounge business

MapMyIndia >90% market share in GPS navigation in India

Zydus wellness >90% market share in sugar free product.
IEX >90% market share in power trading

Eicher >85% market share in 350cc bikes

Wabco >85% market share in braking systems (M/H vehicles)

MCX >85% market share in commodity tradng

Tinna Rubber >80% ms in micronized rubber powder

Coal India >80% market share in coal production
Honda Siel >75% in portable power generators.

Hindustan Zinc >75% market share in primary zinc industry.

ITC >75% market share in ciggarettes.

NRB Bearings >70% market share in needle roller bearings.

Suprajit Engineering >70% market share in Cables 2W.
Read 17 tweets
Jan 28, 2023
Philip Fisher's 15 point checklist.

1) Huge Addressable Market:
- Titan.
- Hatsun.
- Star Health.
- Hdfc Life.
- Page.
- Relaxo.

2) New Product Development/Innovation:
- Saregama.
- 3M.
- Tata Consumers.
- Nestle.
- ITC.
- Amul.

3) Efficient R&D:
- 3M.
- Tata Elxsi.
- Pfizer.
4) Above Average Sales Organisation:
- HUL.
- Britannia.
- Parle.
- Nestle.
- Amul.
- ITC.
- Reliance.

5) Worthwhile Profit Margin:
- Colgate.
- Aptus Housing.
- Icici Securities.
- Info Edge.
- Occl.
- Ambika.

6) Initiative to improve margins:
- Escorts.
- Pidilite.
- Eicher.
7) Relations with Employees: - - Tata.
- Reliance.
- Infosys.

8) Relations with Executives:
- HDFC.
- Tata.

9) Depth in Management:
- United spirits.
- Nestle.
- HUL.
- Pidilite.
- Asian Paints.
- Bajaj Finance.

10) Cost Analysis & Accounting Controls:
- Dmart.
Read 4 tweets
Dec 31, 2022
2022 - Year End Mega-Thread.

List of Books. Subscriptions. Newsletters. Websites. Idea Generation. Fund Managers i follow, Major new stocks I bought in 2022. Mistakes I made in 2022...
Books i love to re-read irrespective of market cycles:

1) The Snowball.
(compounding)
2) You can be a stock market genius.
(Special situation)
3) The Little book that builds wealth.
(Moats)
4) Margin of Safety.
(Valuation)
5) Black Swan.
(High Improbable Events)
6) Zebra in the lion country.
(Smallcap investing)
7) The investment checklist.
(Imp of checklist)
8) Value Migration.
(Mega Shifts in business landscape)
9) The Outsiders.
(Capital Allocation)
10) Megatrends.
(Trends of new world)
11) Poor Charlie's Almanack.
(Mental Models)
Read 19 tweets
Dec 30, 2022
My learnings as an investor in 2022. A thread.
1) Bear markets are inevitable.
2) Mean reversion can be brutal.
Read 11 tweets

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