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14 Dec, 7 tweets, 3 min read
1/ #QSR Business Model
2/ #QSR Business Model
3/ #QSR Revenue
4/ #QSR Revenue
5/ #QSR Same Store Sales
6/ #QSR Outlets
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More from @myvaluepicks

MY VΛLUΞ PICKS Profile picture
1 Nov
1/ Thread on India's Life Insurance

A massive investment opportunity over the coming decade.

Ambit Capital says the opportunity lies in #protection and #annuity business.
2/ Ambit Capital's study reveals #protection could grow 8x in 10 years.

₹29 lakh crore of retirement corpus is estimated to grow at 15% to drive #annuity at 20% CAGR.

This implies that private insurance could grow 14.5% CAGR over the next decade.
3/ #LIC is the market leader with 72% market share
LIC is expected to list around ₹10-12 lakh crore market cap.
LIC has total assets of ₹32 lakh crore in 2020.
LIC gains market share despite COVID disruptions.
Super investors do not prefer PSU stocks with few exceptions.
Read 4 tweets
MY VΛLUΞ PICKS Profile picture
15 Jul
#Godrej Group has increased its stake in #Sobha to 9.99% in the June 2020 quarter, from 1.08% in the March 2019 quarter.

Privately-held Godrej family arm Anamudi Real Estates has acquired the stake in Sobha, which is valued at Rs 223 crore based on CMP. #MVP_BulkDeals
Get comfortable with discomfort:
⛳️ Every great investment begins in discomfort, If everyone else didn’t hate the investments, they wouldn't be cheap.

⛳️ Many times, it doesn’t work for months, or maybe years.

-- @HowardMarksBook
⛳️ My Discomfort Idea: #Sobha
At CMP of ₹ 235, Sobha is trading at 8 times P/E and 3% dividend yield.

❓ What's your one #discomfort idea?

@remindmetweets 3 years
Read 5 tweets
MY VΛLUΞ PICKS Profile picture
10 Jun
Conference Call Transcript | Prashant Jain, CIO @hdfcmf

1⃣ Economic Overview
- Government should spend more – Infra capex
should be boosted to create more jobs, services and
demand for materials
- Economy likely to be driven by Investments now and not
consumption
2⃣ Banks
- Large banks likely to come out stronger from the crisis
- Lots of value in some of the large banks – some available at
1x book value
- Plus valuable subsidiaries like life, non-life insurance, credit
cards etc.
- Deposits moving to larger banks
3⃣ Oil & Gas
- Primarily #Reliance (12% of the Index)
- Appears to be fairly valued but with strong triggers going
ahead. Currently, market ascribing half the value from
#telecom venture
Read 10 tweets

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