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23 Jul, 100 tweets, 21 min read
A compilation of all my long threads 🧵 :

(One link per comment to keep everything neat.)

Let's begin 👇

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More from @techlunatic

Generic Boi Profile picture
21 Jul
#PayTmIPO a cursory glance

Revenue growth rate is mediocre/stagnant.

Let's dig deeper to see if we can find any redeeming qualities. Image
#PayTMIPO

Marketing expenses have gone down. All other recurring expenses are constant. Image
#PayTMIPO It's still in losses but the losses have subsided a bit. Image
Read 6 tweets
Generic Boi Profile picture
15 May
Astral Pipes fundamentals :
They have 2 major segments, pipes and adhesives. 77% revenue comes from Piping and the rest from Adhesives.
Both segments have very high margin.
Read 8 tweets
Generic Boi Profile picture
15 May
Power sector, a bird's eye view thread : 🧵
IEX and PowerGrid appear to be slightly better options (अन्धों में काना राजा) in a capital intensive and dud sector.
IEX and PowerGrid have made decent revenues and profits consistently for a decade.
Read 5 tweets
Generic Boi Profile picture
15 May
Atul, Pidilite, Alkyl amine, Fine Org and Aarti Ind have among the best margins in the sector.
Pidilite, Atul, Alkyl amines, FinOrg have among the best ROE.
Pidilite, Atul, Alkyl amine and FineOrg have among the lowest debt.
Read 5 tweets
Generic Boi Profile picture
14 May
Tasty Bites : 50% 🚀 since last mention 5M ago

Fundamentals always precede technical breakouts. Gotta catch em young when the fundamentals are improving & the momentum traders are still clueless.
Fundamentals :

35% CAGR in EPS in the last 5 years.
Read 8 tweets
Generic Boi Profile picture
13 May
Life insurance is potentially the sector which will experience this kind of margin expansion over the coming decade. Most insurance companies presently have wafer thin margins between 2% to 4%.

Even a meagre 4% revenue growth at 6% margin will make their EPS zoom up by 300%. Image
Presently all Insurance stocks are fully valued (i.e 4% margin priced in but 6% margin not priced in)

Someone who enters now will ride the expansion from 4% margin to 6%. Those who had the foresight to enter at half the rate in 2020 March will get a 6x bagger when EPS goes up 3x
Additionally, Insurance companies reinvest the premium corpus accumulated with them which creates a secondary revenue stream with zero added expansion cost. Very high operating leverage business model and an under-penetrated sector (75% Indians don't have insurance cover). Image
Read 5 tweets

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