Given the 1:1 nature of DMs I have been thinking about ways of engaging with my followers that are more efficient, scale better & are more democratic.
I feel bad about not being able to answer all of them DMs.

Here is an experiment I propose:
1. Once in every K weeks I will create a twitter 'AMA' thread which everyone can post their questions/comments to for a week after which I will answer some of them based on signals like # of likes (this means it affects more investors) or my own discretion of what might help most
2. This enables people to engage with each other & benefit from the wisdom of everyone on twitter & my 7k followers rather than just asking me : 1 unscalable biased human. 1:1 => m:n (many to many).
3. Everyone, please do not feel shy to post on the 'AMA' thread. Unless you engage widely, you cannot hone your thoughts and skills.
4. At the same time, do generously use the like button for others' comments/tweets that you yourself are interested in learning about. That is how Social media optimizes for most impactful content. That dynamic brings efficiencies in communication.
5. With that out of the way, i am officially going to check my DMs very infrequently. If someone wants to know my shoe size, DM me. If you want to discuss companies, stocks, tech, future, longevity, society, philosophy, economics etc etc, please comment on my AMA thread.
6. As always i will read each tweet, but depending on the volume & quality i will chose to respond to only some of them. Please dont feel bad about me not replying to a tweet, i will try my level best to respond to all of them. 🙏🙏🙏

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More from @sahil_vi

17 Jul
With seasoned investors like @LuckyInvest_AK sir talking about platform businesses I feel motivated to start a 🧵🧵 on discussing, analyzing & understanding platform businesses. Read on to learn more.
Quick question before we begin. Would you rather :
I hope your answer was the 1st one because I am not a fish seller. Please don't expect my threads to **always** contain investment ideas. My broader goal is to empower each person learn to see reality a little bit clearly. To enable you to learn to fish.
Read 121 tweets
16 Jul
#AngelOne Q4 results are as per expectation & superb. My key takeaways from the investor presentation in this mini 🧵
1. SmartStore is the joker in the pack. If Angel can build a successful engagement based platform for the users. We also see that they have initiated regulatory approval for AMC already
2. Some Details on how they are developing the platform for educating traders. Discussion forums are the primary variable to track IMO. I am HOOKED to ValuePickr.com I came for the knowledge, but stayed for the community.
Read 13 tweets
15 Jul
@BarnwalAashish @itsTarH Very^1000 different.
1. TAM: CS with its 30-60% market share has a far smaller TAM than TC. Tc Has single digit global market share. The picture is only getting started, here.
2.look at topline growth. 26% cagr for tatva pre covid, 22% including covid year. 14% for CS.
@BarnwalAashish @itsTarH 3. TC has quantified it's durable competitive advantage. Takes competitors 3-7 years to get into supply chain of clients. I don't know this quantification for CS
4. Much larger capex for TC (70% expansion) compared to 30% for CS
@BarnwalAashish @itsTarH 5. R&D spend is much higher for TC at around 1.7%. Guidance of 3-4% post commissioning of new R&D center.
Read 10 tweets
15 Jul
What company should i make my next company thread on?
1. Strides
2. Vaibhav Global
3. Tatva Chintan
Strides
A very misunderstood company with discernible change. Thanks to @itsTarH for bringing it on my radar. Lots of value unlocking opportunities like Stelis, injectables. Trading at a discount coz its getting valuation of the worst/most gruesome biz. Next 5 years will be very
@itsTarH Different than last 5 IMO. Even base biz (regulated markets) likely to do better, & as the promoter exits the valuations might improve. Branded biz in unregulated markets can provide stability to cashflow going forward.

Stelis has book value of 2500cr. Strides owns 33%
Read 10 tweets
13 Jul
Here is a thread on understanding operating leverage.
But before that, leverage.
A lever can lift a large weight with help of a smaller weight because of the long arm. This is because of the balancing of torques. A small weight can lift a large weight. That is leverage.
Read 24 tweets
12 Jul
This has actually been beautifully explained by Aditya Khemka sir in his 1.5 hour YouTube video :


Pharma is not 1 market : it is 4000 different molecules and markets. In some markets we are beginning b
to see china+1 play out. In some we have not.
In some, india has a cost competitive advantage and so we are able to take market share away from China.

In some we simply cannot compete with China and so china will gain market share.
As an example : laurus is not seeing any china+1 play out.

The more structural change to track is dependence on china for KSM is going down across the board.

Indian api makers are truly becoming attmanirbhar (or at least reducing china nirbharta).
Read 4 tweets

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