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swapnilkabra Profile picture
@caswapnilkabra
Aug 16, 2020 • 4 tweets • 2 min read • Read on X
#RahulDravid's traits and long term investing are so analogous. Here's a small thread on how they are relatable.
@dmuthuk @Dinesh_Sairam @unseenvalue
#investors #stockmarkets Image
Keep on playing dot balls till you find the right one to smash.
Ignore all the noise. The ups, the downs, the tips and recommendations. Stick to the plan and invest in selected companies like dravid selects the deliveries. (1/3)
Stay on the pitch. The more you stay, the chances of scoring increases. Keep invested in the stock. Stocks of good businesses do not multiply every year. They may multiply in few weeks. You just need to wait. (2/3)
People may find Dravid boring for all his slow innings but at the end we talk of his perseverance.
They may mock you for your patience but when they look at the end result they will see how your patience is rewarded. Let the magic of compounding work. (3/3)

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More from @caswapnilkabra

swapnilkabra Profile picture
Jun 13
To sell clothing, apparel and menswear you need not understand fast fashion. All you need to know is some important data and viola! You have cracked the code.

Recently I deep dived a small company which is a proxy play on e-commerce giant Myntra's growth and is designing, manufacturing and doing inventory for them.

Let's understand how Thomas Scott is using Myntra's raw data and scraping it out to ace the game of fast fashion. A long thread ahead 🧵Image
Thomas Scott is fairly old in the business of manufacturing and retailing menswear and it was demerged from Bang Overseas limited.

However things took an interesting turn when Vedant Bang, a 27 year old chap took the center stage and transformed Thomas Scott from a traditional apparel manufacturer into a vertically integrated tech enabled online fashion retailer.
A bit about Vendat Bang and his background before we go into the other details.
Vedant is a Chartered Accountant, a Fellow Actuary and a CFA Charterholder. At just 23, he was already a CA and an Actuary!

He is the second generation entrepreneur and has a knack for data. For the data enthusiast he is, he says that he does not understand fashion but completely understands data. I'll explain this in the post ahead of how Thomas Scott is making the most of the data.Image
Read 26 tweets
swapnilkabra Profile picture
Jun 9
'Spoken words fly away, written words stay.'
Hello all. As we end the FY24 result season, with so many companies doing concalls, I am trying to compile the guidance given by them for next year(s) to help everyone understand the forward valuations of these companies and to see if the management walks the talk.
Do help me in this compilation by adding the companies you track in the comment 👇🏼
A long thread 🧵
1. Vasa Denticity (Dentalkart):

Guidance for FY25, Topline growth 70-75% and EBITDA margins may improve further from FY24 levels. Long term guidance of 800-1200cr topline by FY26.
2. Shree OSFM:

Guidance for FY25, Topline growth 35-40% without inorganic acquisition. With inorganic acquisition, 60%. Margins will sustain.
Read 35 tweets
swapnilkabra Profile picture
May 29
A thread on the conference call summaries I covered for Q4FY24 👇🏼
1. PNGS Gargi

2. Tarachand Infra

Read 16 tweets
swapnilkabra Profile picture
May 29
A thread on Shree OSFM 🧵 covering details via its investor presentation and also the concall highlights:
👉Company has 2500+ vehicles and 3500+ drivers. The business is asset light as company owns just 222 vehicles, which is just 8% of the total fleet.
👉Company is present in Mumbai, Pune, Delhi, Hyderabad, Bangalore, Chennai, Kolkata.Image
About the management:
👉Nitin Shanbhag sir is the Chairman and WTD. He is primarily responsible for Sales team and accounts management. He is the most experienced one in the team.
👉R.C.Patil sir is the MD responsible for the creation of vendor pool via networking. Image
Offerings of the company:
👉Employee Transportation (90-95% of the revenue is via this segment)
👉Chauffeur driven car rental service (Vehicle available on call basis)
👉Events Transportation
👉Green Fleet (via EVs. Negligible currently as it has only 30 EVs) Image
Read 8 tweets
swapnilkabra Profile picture
Sep 4, 2023
A microcap bearing company, with 30% plus EBITDA margins that is doing 4x capex in upcoming two years deserves to be studied.
In this thread I will try to deep dive 'SKP Bearing Industries Limited' to understand the triggers that lie ahead 🧵 Image
First things first, the idea to study this business was generated by @PrathameshHirv3 . So, all due credits to him.

Let us discuss about the promoters. SKP was incorporated in 1991 as a partnership firm and in January 2022, it transformed into a Limited company.

Mr. Shrikand Kamlakar Palshikar and Mrs. Sangita Shrikand Palshikar lead the operations of SKP.
Shrikand sir has an experience of over 34 years. He holds a degree in Master of Technology in Mechanical Engineering with a specialization in Production Engineering from IIT Bombay.

Also, he has completed the Rolling Bearing Theory & Performance Course from SKF College of Engineering. He previously worked with SKF India too.
Read 24 tweets
swapnilkabra Profile picture
Jul 16, 2023
Last month I deep dived a microcap gem which is into fast moving artificial fashion jewellery and has a legacy of 190 years!
A long thread ahead 🧵 Image
Gargi by PNGS is the new venture promoted by the promoters of PNG and Sons Limited, which has been a go to brand in Maharashtra since 190 years.

Gargi deals in 92.5% certified sterling silver jewellery and brass jewellery, idols and other silverware and related gift items.
‘Purshottam Narayan Gadgil (PNG) Jewellers’ was established in 1832 by Ganesh Gadgil and it operated in two branches, with P. N. Gadgil & Sons in Sangli, and P. N. Gadgil & Company in Pune. These two were separated in the year 2012.
Read 46 tweets

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