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20 Nov, 4 tweets, 1 min read
Very good Interview.

A short thread on our key takeaways.


1. Hold on to sunrise industry stocks , get rid of sunset industries stocks.

2. From 2003 onwards multiple industry themes work in tandem.

3. That's going to work going forward too so pick the sector which you like.
4.Should Not have a time or a price target when you buy but should be willing to change your mind quickly when things go wrong.

5. Positive on IT product or telecom product companies currently.
6. March 2020 is done and dusted. You have to mentally come out of it if you want to create wealth in the market. These events happen once in a decade.

7. Rest is what he regularly says so widely covered like SMILE philosophy etc.

End

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22 Nov
If you haven't liked Economics in your school or college, pick up the book, "Basic Economics" by @ThomasSowell and you will change your mind.

There's not a single equation or chart. Simple words with lots of examples.

A thread on some of the quotes in no particular order.
1. Economics is a study of cause & effect relationships. Its purpose is to discern the consequences of various ways of allocating resources that have alternative uses. It has nothing to say about philosophy or values, anymore than it has to say about music or literature.
2. As an entrepreneur in India put it: 'Indians have learned from painful experience that the state does not work on behalf of the people. More often than not, it works on behalf of itself.
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21 Nov
When my friend and colleague, @KK63360362 read my old post, smartsyncservices.com/survive-to-thr…, he made some interesting observations.

Kartik: Ankit, while you have written about the art of survival in detail, you have not touched upon the thriving part at all in your post.
Do you really want to say that only survival is necessary for achieving success as an investor or as a human being? Don’t you think there is more to it?

Me: That’s an interesting observation, Kartik.
Survival is indeed the biggest requisite for any investor or for any human being, for that matter. But is survival really enough? Never gave it a serious thought. Maybe, to boost me in times of adversity I focus on the one thing and that is survival.
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16 Nov
Some mindblowing Quotes from the book, "Essentialism" by Greg Mckeown.

A thread!
1. If you don't prioritize your life, someone else will.

2. Nothing is more powerful than an idea whose time has come. "Less but better" is a principle whose time has come.
3. There are 3 deeply entrenched assumptions we must conquer to live the way of the Essentialist:

"I have to"

"It's all important"

And

"I can do both"
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Smart Sync Services Profile picture
7 Nov
Q2FY21 Results & Concall Notes on BKT

~Strong Numbers
~Highest Ever Quarterly Volumes
~Strong growth in Sales, EBITDA, PBT & PAT

Thread follows
Highlights of the Quarter's Performance
Volumes

~Segment Wise
~Channel Wise
~Geography wise
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20 Oct
CCL Q2 FY21

Key points

A thread

1. Domestic Business slow but Vietnam unit very strong performance. (Consolidated Numbers good)
2. Large US order gives visibility for the full year in Vietnam unit
3. 9k-10K Mt could be the total volumes from Vietnam for the year.
4. Capacity utilization: Spray-dried-80%, Freeze-dried: 65% (mainly due to 2 months of plant shut down).
5. Margin profile Spray-dried: Freeze dried= 1: 2-2.5
6. Domestic Branded business did very well (Rev 60 Cr in H1) (70% growth YoY). Still in a minor loss.
7. Hoping to cross 100 Cr revenue in domestic branded business in FY21
8. European Supermarket business order for next year also secured which gives visibility.
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19 Oct
Do more. Think less.

Whenever thinking is a byproduct of an activity (like observing, seeing, reading, writing, listening, talking, etc) it yields far better results than when thinking is your main activity.

Let’s look at the field of investment from this angle.
A thread
1/
When you come across any investment idea, your monkey mind jumps to conclusions by thinking instantly without doing the work.

This initial bias has a lot of influence over your analysis from thereon.

That is the time you should tell yourself.

Do more think less.
2/
The next question which pops up is. Do what?

Slow Down. Don’t think if the idea is good or bad.

Just Observe.

Start with observing the environment.

Qns worth asking

~Is it the right industry to be in?
~Can I understand the business?
~Does it look sustainable?
Read 14 tweets

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