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Sahil Sharma Profile picture
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25 May, 4 tweets, 3 min read
In this context, recent talk by prof @Sanjay__Bakshi becomes very interesting:


Amazing talk πŸ™πŸ™ I have requested even my non investor friends & family to watch. The opposite of a good idea, can also be a good idea. 😁
Teaches us importance of humility
@Investor_Mohit @SwarnashishC @ishmohit1 @Vivek_Investor
To clarify the talk happened in November 2020 but was uploaded by @CFASocietyIndia yesterday.
@contrarianEPS

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More from @sahil_vi

Sahil Sharma Profile picture
27 May
What better way to start a Thursday morning than with key takeaways from #Laurus Q4 results.
1. Aiming to do 1B$ in revenue in FY23 maintain 30% EBITDA margins.
In b/w lines: In b/w lines: Will diversify API & formulation division and grow the anti-diabetic, oncology API and formulations division.
Laurus also increased capex guidance from 1100 cr in last Q to 1500cr-1700cr over FY22 and FY23. Not all of capex done in FY23 would contribute to 1B$ sales target.
Read 16 tweets
Sahil Sharma Profile picture
25 May
#Garware #HiTechFilms Search this company on twitter, all you see is news of @LuckyInvest_AK Ashish sir investing in it. This thread adds some fundamental research about this company, to demystify it. If you like the thread, please retweet so max investors can gain the knowledge
Primary business of GHTF is manufacturing polyester (PET) films. These are transparent plastic films used for a variety of purposes. Packaging of items. The tint you see on windows (not in India, but abroad) is a PET film. The tint you see on buildings (yes, in India); PET Film.
Not all polyester films were made equal though. The basic PET film is a commodity. Primary use is packaging. There are 11 manufacturers in India. Most PET manufacturers are thus commodity producers. Not GHTF though.
Read 38 tweets
Sahil Sharma Profile picture
23 May
Thanks for sharing πŸ™. Loved it. Much to learn from both camps.
Reminds me of an anecdote which happened recently. Wanted to share some knowledge on how I value #lauruslabs
#Valuations by their nature are subjective so some of these will be opinions.
Someone recently asked me following:
#lauruslabs has publicly stated guidance of doing 1B$ revenue in Fy23, with 30% EBITDA margins. They calculated profits to be 2340cr in Fy23. So P/E based on Fy23 earnings would be 14.
Question: Is this cheap?
My Answer (Rest of the thread):
Philosophical: Valuations lie in the eyes of the beholder & are most difficult part of any investment thesis; personally. There is no single β€œvaluation”. Each investor must make their own decision on how to value, what's cheap, what is expensive.
Read 22 tweets
Sahil Sharma Profile picture
21 May
#angelbroking so many UC. 🀣
This thread is to understand the biz & what excites me about it. A bit about the #broking industry too. This is going to be a long thread, so please don't hold your breath. As always retweet if you like, so max people can benefit. πŸ™
#Brokers provide the UI/UX to the end participant to execute their trades. Traditionally, brokers have made money through couple of major sources:
1. Brokerage: In the olden days, brokers used to have β€œpacks” (say X trades in Y days for Z rupees) and also provide custom plans to their clients with a focus on driving volume. This got disrupted with the advent of discount brokers like Zerodha.
Read 49 tweets
Sahil Sharma Profile picture
20 May
A rising tide lifts all boats. I would caution all investors to read the VP thread for #shaktipumps. In 2014, Management had guided for 400 cr revenue in 2015. Actual revenues were 292, 296, 264 cr in 2014, 2015, 2016.
Not to take anything away from the business setup and Industry tailwinds but company's guidance and statements have been slightly less than truthful in the past.
forum.valuepickr.com/t/shakti-pumps…
Warren Buffett only have 2 rules for investing:
1. Don't lose money.
2. Don't forget rule 1.

I intend to follow 😁
Read 4 tweets
Sahil Sharma Profile picture
19 May
#tips industries My key takeaways from latest (Q3FY21) concall and investor presentation. If you like the thread, please retweet so that others can also benefit.
1. Management confident of growing topline at 25-30%. Claims industry is growing at 30-40%.
In b/w lines: Personally, I felt some of the numbers were pulled out of thin air. Management seems a bit less professional than #saregama. Having said that, as tips inks more deals with music licencing platforms (eg:telecom.economictimes.indiatimes.com/news/tips-indu…) it can meet its revenue growth guidance
2. If they buy a song for X, they make that money back in 1 year. Maximum of 2 years.
In b/w lines: This is extremely high ROICs. It must be understood why the content they acquire is selling so cheap that they are able to make an ROIC of 50%-100%.
Read 8 tweets

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