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9 Sep, 10 tweets, 10 min read
Banking🏛 is all about the DNA 🧬of the management

@SamitVartak @unseenvalue @dmuthuk @rohitchauhan @Gautam__Baid @varinder_bansal @HDFC_Bank @MarcellusInvest

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Intrinsic Compounding Profile picture
25 Aug
Syngene Stock Visualisation🧬🔬

@unseenvalue @punitbansal14 @SamitVartak
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21 Aug
Variant perception makes money in the market. Look for stories that have the following ingredients:

1) Margin expansion play like Britannia in 2014. Maybe Hikal?

2) Industry recovery. Where you know industry is shallow cyclical and will recover. Bkt and Pi industries.
3) Management change. When the underlying business is strong enough, but being run by a poor management. By far the trickiest play. Eg - Essel Propack

4) Operating leverage kicking in. No one truly understands the power of operating leverage. Bottomline growth often suprises.
5) Product mix change. Look for companies entering higher margin products. Sit on them, be early in the story. Eg- Garware Technical fibres and maybe Dmcc today?

6) Special situations. When the good, the bad and the ugly trade together. Valuations given thag are of the ugly. Eg
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Intrinsic Compounding Profile picture
12 Aug
The Journey of Kiran Mazumdar Shaw & her Two Outliers:
Biocon & Syngene🧬🔬💊

@unseenvalue @varinder_bansal @rohitchauhan @Gautam__Baid @dmuthuk @punitbansal14
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31 Jul
Why Suven Pharmaceuticals looks interesting🔬🧪 @SamitVartak @unseenvalue @varinder_bansal @Gautam__Baid @dmuthuk
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19 Jul
Industry Analysis is a Key Pillar Stone for successful Stock Picking



@SamitVartak @varinder_bansal @dmuthuk @unseenvalue @Gautam__Baid @ishmohit1 @sidnautiyal07

Size of Opportunity in the QSR Sector🍕🍔🔎
QSR Sector continued:
Size of Opportunity in the Life Insurance Sector🔎
Read 10 tweets
Intrinsic Compounding Profile picture
15 Jul
There is a tide in the affairs of men which taken at the flood, leads onto fortune. Major beneficiary of shift in chemical production.🏯 @SamitVartak @unseenvalue @dmuthuk @varinder_bansal @Gautam__Baid
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