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Ravi Dharamshi Profile picture
@ravidharamshi77
Jul 29, 2021 • 9 tweets • 3 min read • Read on X
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Time for a thread on learnings from RJ. Succinctly put together by my friend and colleague Prashant Desai. #learningsfrommarkets #RakeshJhunjhunwala 1/9
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More from @ravidharamshi77

Ravi Dharamshi Profile picture
Oct 25
The debate around overcapacity in India’s solar PV manufacturing misses the forest for the trees.

This isn’t just an industry cycle. It’s a national strategic play. India is building a walled garden — not for protectionism’s sake — but for energy security and independence in an era when every nation is looking out for itself. 1/8
Consensus narrative:
Too much capacity.
No real economic moat — just regulatory support.
Industry won’t make money without protection.
But here’s what that misses: this is not a commodity industry being shielded — this is a critical energy transition supply chain being built from scratch. 2/8
Per latest @IIFL research, the solar PV cell upcycle in India is likely to last till FY29–30, 2 years longer than consensus.

Why?
– Nameplate ≠ effective capacity (technical gaps & stabilisation lag)
- Longer-than-expected plant execution and stabilisation timelines
– Backward integration mandates (ingot/wafer) elongate the cycle
– High leverage → pricing discipline → higher floor margins 3/8
Read 8 tweets
Ravi Dharamshi Profile picture
Oct 2, 2021
A Long thread....Gandhiji has had so many timeless lessons for us, his lessons and stories have guided India with its resilience & strength during the struggle for independence. My experiments with the Truth, as an “Investor “, An investing masterclass from Gandhiji – 1/15
However there are so many surprising correlations in his thoughts for us in the investment world & they are so stark, it almost that Gandhiji was an early value investor, well, he did bet on India, much before anyone else did. 2/15
If we could change ourselves, the tendencies in the world would also change. As a man changes his own nature, so does the attitude of the world change towards him. We need not wait to see what others do. – Mahatma Gandhi 3/15
Read 15 tweets
Ravi Dharamshi Profile picture
Dec 4, 2020
Lot of people feel that market memory of 2008 is forgotten. March 2020 was a stark reminder on 2008 (in case it was forgotten). I feel market memory of 2003 - 2007 is forgotten. People have forgotten what a bull market feels like. Why is it imp to know this is bull market? 1/7
Knowing where we are in the cycle of market is very important. And I would recommend 2 books for that. 1. Mastering the Market cycle - Howard Marks and 2. Edwin Lefèvre’s book: Reminiscences of a Stock Operator. 2/7
Howard marks book is good but it is theoretical and it does not give you the flavour of how it "feels" at various stages of the market cycle. 2nd book I highly recommend because it makes you understand the emotions at every stage of the cycle. 3/7
Read 7 tweets

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