Meet Shah Profile picture
Sep 20, 2020 7 tweets 1 min read Read on X
Strong Monopolies:

IEX >90% market share in power trading.

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

Eicher motors >85% market share in 250cc bikes category.

MCX >85% market share in commodity trading.

ITC >75% market share in cigrattes.
Honda Siel >75% in portable power generators.

Asahi India Glass >70% market share in automotive glass.

Pidilite >65% market share in adhesives.

Exide >60% market share in lead batteries.

Vst Tillers >50% market share in
Power tillers.

Vinati Organics >50% market share in IBB
OCCL >50% market share in IS.

LMW >50% market share in textile machinery.

Bajaj consumer >50% market share in almond hair oil.

Asian paints >50% market share in decorative paints.

Colgate >50% market share in oral care.

Symphony >50% market share in
coolers.
PGHH >50% market share female care & vaporub.

La Opala Rg >50% market share in opalware.

Maruti suzuki >50% market share in passenger cars.

GMM pfaudler >50% market share in glass lined equipment.

Marico >40% market share in hair oil (coconut) & edible oil.
HUL >40% market share in soaps, household products.

Nestle >40% market share in Instant noodles. >95% in infant nutrition.

Blue dart >40% market share in air express courier service.

VIP >40% market share in luggage.

USL >40% market share in spirits/whisky.
UBL >40% market share in beer.

Sundram fasteners >40% market share in fasteners.

Nocil <40% market share in rubber chemicals.

Gillette <40% market share in razors & blades.

TTK Prestige <40% market share in pressure cookers.

Hero Motocorp <35% market share in 2 wheelers.
Disclaimer: Names are not for any recommendation purpose. Shared only for educational purpose.

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More from @MeetshahV

Jan 18, 2024
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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