Profile picture
, 3 tweets, 2 min read
My Authors
Read all threads
Finally, after 6 months of reading 10-15 years of quarterly concall transcripts, annual reports, investor presentations, management interviews, and related articles, I am finished with the complete analysis of the Financial Sector.
Banking Sector:

Large Bank - HDFC Bank - stocksandbiceps.com/what-makes-hdf…

Medium Bank - Kotak Mahindra Bank - stocksandbiceps.com/how-kotak-mahi…

Basics of Banking - stocksandbiceps.com/all-basics-of-…

The strategy of India's top 5 Biggest Banks - stocksandbiceps.com/the-strategy-e…
Large NBFC (covering all consumer channels) + All basics/terms of NBFC Explained - Bajaj Finance - stocksandbiceps.com/everything-you…

Small/Mid Sized NBFC - Gold Finance - Manappuram - stocksandbiceps.com/manappuram-fin…

Now I will move onto the consumer sector.

#Financials #EquityResearch
Missing some Tweet in this thread? You can try to force a refresh.

Keep Current with Aditya Kondawar

Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

Twitter may remove this content at anytime, convert it as a PDF, save and print for later use!

Try unrolling a thread yourself!

how to unroll video

1) Follow Thread Reader App on Twitter so you can easily mention us!

2) Go to a Twitter thread (series of Tweets by the same owner) and mention us with a keyword "unroll" @threadreaderapp unroll

You can practice here first or read more on our help page!

Related hashtags

#Financials #EquityResearch

More from @adi2five see all

Profile picture
Aditya Kondawar
@adi2five
So Reliance Retail is in the news as it is being touted to be in the race to acquire Future Group assets to become a bigger Indian Retailer (It is already a behemoth).

A small thread!

#RelianceRetail #Retail
According to Trak.in , "All the control from Future retail basket, including FBB, Big Bazaar, Food Hall and Central, along with Future Lifestyle Ltd, and Future Supply Chain Solutions will be handed over to Reliance. These three entities will be merged into one.
Speaking of Biyani, he will be leftover with control of Future Group’s FMCG business and some other smaller group companies."
Read 11 tweets
Profile picture
Aditya Kondawar
@adi2five
RELIANCE IND has a Board meeting on April 30th to discuss Q4FY20 Results, Dividend, and a Proposal of a rights issue

The last rights shares that RIL issued was in 1991 in ratio of 1:20

So here's a small thread on RIL, Dhirubhai Ambani, Mukesh Ambani, and a few amazing facts
#1 This is the first public raise the company is doing after 1991 or after 29 years. (No Splits in its history)

The company does have a history of Bonus shares. (attached)
Before jumping onto 2nd fact, we see that unlike other behemoths, Reliance Industries doesn't do concalls and management interviews. Now some ppl would argue that that's bad, but I think that's quite professional. They focus on business and not interviews!
Read 32 tweets
Profile picture
Aditya Kondawar
@adi2five
A sad but true Story of mis-selling to a client of mine!

He got an inflow of 68 lakhs, Bank RM says sir FD beating returns in this debt fund, he says redeem in 3 months

Now this idiot who sold my client forgot to mention -

Its a equity fund
it has exit load
it is a fund of funds, meaning investing in mutual funds
saw track record of mutual funds, nothing great
saw underlying stocks, nothing great
some are rated 2 out of 5, going by recent developments that 2 is also fake!

That person has lost 7 lakhs on 34 lakhs as of Friday!
What angers me the most is he is not literate in stock markets at all!

That RM will run away but my client's loss will be permanent na. This experience he will extrapolate to every intermediary in the financial field!

Mis-selling is a white collar crime! This has to stop!
Read 3 tweets

Embed code for your website

×
Follow Us on Twitter!

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!