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10 Mar, 16 tweets, 7 min read
A list of all the articles that we have created - From Banking to Fiber!

The content in the articles has been written in a very simple language which will help you learn everything about the sector and/or the company!

Do Retweet and help your fellow tweeples learn!

Let's go 👇
Starting with Financials -

A to Z of Banking, all basics of banking explained -

jstinvestments.com/all-basics-of-…

Top 5 Banks and their strategies -

jstinvestments.com/the-strategy-e…

Large Bank - HDFC Bank - How did HDFC Bank become HDFC Bank -

jstinvestments.com/what-makes-hdf…
Mid Sized Bank - Kotak Mahindra Bank

How did they avoid all NPAs from 1999? What makes Uday Kotak's Concalls a goldmine of information on the Banking sector? Everything explained!

We have given details from 1999! The most comprehensive article ever!

jstinvestments.com/how-kotak-mahi…
Large NBFC - Consumer Durables Play - Bajaj Finance

From its origins to how it gives 0% EMI to how it earns money from manufacturers - everything explained!

More - Origins, Products, Loan Book, Cross-Selling, Risk management, Concalls of 8 Years, etc!

jstinvestments.com/everything-you…
Gold NBFC - Manappuram Finance

Origins (with fun facts)

Products, 10Y Financials, Business model and how do they make money, How does a gold loan work, Operational efficiency, peer comparison, mgmt commentary, why we don't like the stock, and much more!

jstinvestments.com/manappuram-fin…
You smell that? Yes! That pleasant aroma!

I am talking about Flavors & Fragrances now :)

We talk about the Value Chain, FMCG interlinkage with this sector, Market Dynamics, R&D, Pros, Cons, Barriers to entry, players, and much more!

jstinvestments.com/flavours-fragr…
'Hungry' for more?

We now talk about the FMCG Sector!

The below article will take you 30-40 mins to read and it is so in-depth that many college professors have used this article as a reference point to teaching about the FMCG Sector!

jstinvestments.com/fmcg-everythin…
We now talk about a company that needs no introduction!

Reliance Industries - We talk about their past, their present, and their future! Detailed commentaries on their M&A and their 3 major businesses - Don't miss this one!

jstinvestments.com/reliance-the-p…
Hello? Hello?

Good to know that you are still here -

Now we talk about the Fiber Industry that helps networks in seamless communication!

We cover History, usage, workings, 5G, all tech terms, 5g and 4g , telcos actions, and much more!

jstinvestments.com/everything-you…
A new area for FMCG companies - Men’s Grooming

From new startups to acquisitions by FMCG companies, what’s actually happening?

We tell you everything - Please 'Shave' this article for future reading as well 😝

(Please excuse my puns 😂)

jstinvestments.com/mens-grooming-…
A list of IPO articles in which we have delved deeper into the industry information 😎

Paint Industry - Indigo Paints -

jstinvestments.com/indigo-paints-…

FMCG(confectionary)/QSR/FMCG/Consumer spending trends - Mrs. Bectors

jstinvestments.com/mrs-bector-ipo…
CAMS - MF RTA/ MF Industry/ MF investment trends

An article full of insights!

jstinvestments.com/cams-should-yo…
How to approach IPOs?

Why do I call the DRHP/RHP document the kundli of the IPO going company?

This podcast of mine with @b50

Don't miss this one - Many practical tips to choose/read IPOs + discussion on unlisted markets!

ivmpodcasts.com/paisavaisa-epi…
How do you approach the unlisted market?

everything on this market

morningstar.in/posts/57210/ma…

Risks are high in unlisted - What investors must be cautious about?

morningstar.in/posts/61590/pr…

Credits to @larissafernand mam for giving me the chance to write these for MorningStar
Last article Link! ⌛️

@AdityaD_Shah writes - How to analyze a fund manager for Hindu Business Line :)

Everyone talks about analyzing mutual funds but very few talk about the fund manager!

This article delves deep into the same!

thehindubusinessline.com/portfolio/mutu…
Thanks for patiently reading till here!

We have been writing a lot of articles but as we r scaling up JST - Writing did take a backseat. But we know that and we r working on a few article ideas :)

Stay tuned, do share with others! Feedback most welcome!

Love Always,
AK

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More from @aditya_kondawar

Aditya Kondawar Profile picture
3 Feb
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
Read 4 tweets
Aditya Kondawar Profile picture
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
Aditya Kondawar Profile picture
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
Aditya Kondawar Profile picture
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
Aditya Kondawar Profile picture
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
Aditya Kondawar Profile picture
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

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