Tata Consumer

#1 - Acquired Kottaram Agro Foods Private Limited. Primarily engaged in the business of healthy breakfast cereals and millet-based snacks under the trademark 'Soulfull'

Rationale - Entering into new adjacent categories in the
food space.

More in images 👇

#FMCG
Had tried their range of cereals in college, (2015 in a More store in Manipal, so have to say their distribution is good. Even recently have seen their products everywhere from Godrej Nature's basket to Dmart)

The taste was damn good and the cereal type was quite niche
#2 - Y'day in Starbucks saw that they are selling Sampann range of products (Poha etc) in Starbucks (in addition to the other food products such as Pastries, Puffs, etc)

That makes sense - promote their brands at their outlets

#FMCG #Scuttlebutt

Disclosure - no reco
Get a quick update on what other FMCG companies are doing on the food segment on the below thread here :)

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More from @aditya_kondawar

31 Dec 20
All the books (all 34 of them) I read this year and a one-line review on them!

My last thread for 2020 🧵

#Books #Reading

Let's get started 👇
1/n

Alibaba - The house that Jack Ma Built

Rejected 10 times in Harvard, rejected in 30 jobs, first 2 businesses didn’t work out.

This book is extremely motivating as it tells how a man from humble beginnings built Alibaba into one of the largest internet companies
2/n

The Peaceful investor & Company Analysis Volumes 1, 2, 3, and 4 (covers 40 stocks in total) by @drvijaymalik

After reading these, you learn the fundamental analysis process completely!

@drvijaymalik is rightly called the Doctor of stocks, he is the best in fundamentals!
Read 33 tweets
25 Nov 20
Making money is important but preserving it is more important!

In 1999, Cuban and his partner Todd Wagner sold Broadcast.com to Yahoo for $5.7 billion. Cuban received 14.6 million shares of Yahoo. With Yahoo shares trading at $95, he became a billionaire overnight.
Cuban wasn’t alone. The internet bubble made many ppl rich. But after the bubble popped in March 2000, most of them lost their fortunes. Cuban, on the other hand, actually got to keep his money. Because he had the foresight to execute a shrewd option trade to protect the wealth.
Cuban had a feeling that Yahoo stock was funny money. Yet, as part of his deal with Yahoo, he wasn’t permitted to sell his shares immediately.

So he entered a massive options trade to protect his $1.4 billion stake.
Read 6 tweets
14 Oct 20
A lot of us watched #Scam1992 recently - So I thought, Let me take you down the history of BSE!

History, Images, Myths, Legendary stories, and a lot of nostalgia :')

Buckle up! :)

@BSEIndia @ashishchauhan @VijayKedia1 @Nithin0dha @palakzat @FinMedium @SumitResearch
Origins of the Bombay Stock Exchange

An Image showing Broker Pins

The Iconic BSE Building started out in this way in 1899!

Truly said - All great things have a small beginning :)

Read 17 tweets
17 Jul 20
TVS Group History

In the early 1930s, selling cars to rich zamindars in southern Tamil Nadu wasn't easy. They preferred horse-drawn carts. T.V. Sundaram Iyengar & Sons, or TVS & Sons, which had bagged a General Motors dealership, decided to drive its message home quite literally
A Chevrolet car, complete with chauffeur, would be sent to a zamindar's house, with a request that he use the car for a week. Over the next seven days, the family would often get used to the comfort and status the car gave them, and end up buying one.
TVS, established in Madurai in 1911, did not cater only to the rich. Indeed, its first business, started in 1912, was a rural transport service. TVS went the extra mile to ensure buses ran on time.
Read 6 tweets
2 Jul 20
So Reliance Retail is in the news as it is being touted to be in the race to acquire Future Group assets to become a bigger Indian Retailer (It is already a behemoth).

A small thread!

#RelianceRetail #Retail
According to Trak.in , "All the control from Future retail basket, including FBB, Big Bazaar, Food Hall and Central, along with Future Lifestyle Ltd, and Future Supply Chain Solutions will be handed over to Reliance. These three entities will be merged into one.
Speaking of Biyani, he will be leftover with control of Future Group’s FMCG business and some other smaller group companies."
Read 11 tweets
28 Apr 20
RELIANCE IND has a Board meeting on April 30th to discuss Q4FY20 Results, Dividend, and a Proposal of a rights issue

The last rights shares that RIL issued was in 1991 in ratio of 1:20

So here's a small thread on RIL, Dhirubhai Ambani, Mukesh Ambani, and a few amazing facts
#1 This is the first public raise the company is doing after 1991 or after 29 years. (No Splits in its history)

The company does have a history of Bonus shares. (attached)
Before jumping onto 2nd fact, we see that unlike other behemoths, Reliance Industries doesn't do concalls and management interviews. Now some ppl would argue that that's bad, but I think that's quite professional. They focus on business and not interviews!
Read 32 tweets

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