What are food grade recombinant proteins and what makes #LaurusBio exciting? 👇🏼

Making Maruti 800s for an industry where only Ferraris are available 🚙 Image
Cultured Meat and Maruti vs Ferrari problem explained in this video.

Pic from my note posted many days ago on ValuePickr.

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More from @itsTarH

31 Jul
It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. What drives valuation of a company?
2. Why some companies are valued at high multiples while others aren't?
3. What you should be looking for while buying a business?

Lets dive right in. Image
Not so long ago, Maruti released an ad campaign - 'Kitna Deti Hai'? (What's the mileage?)

Here is one of the ad's from the campaign.

The ad was on point - Indians before buying a car or any vehicle obsess over the mileage the most among all the other specifications.

We as a society are very value conscious.

Nobody has to teach us to drive a good bargain.
Read 43 tweets
31 Jul
The two main Q's are

a) Is demand outpacing supply?
b) Are the margins of companies sustainable?

Answer to both the Questions and you can see the Investment thesis.
Part A is answered, lots been written about it.

Google it. spend sometime understanding the energy sector and shift happening in the industry and you can see why and how demand is outpacing supply.

Good to be skeptic but also equally important to acknowledge facts and figures.
Part B can be answered if you look at international peers in this segment.

BR is the largest outside China and third largest in the world.

The only two peers above it are

Xinyi Solar
Flat Glass

Here is their 10 year history.
Read 8 tweets
29 Jul
Lets talk results #lauruslabs

Always zoom out and view the results, never take a QoQ approach.

Here is how Sales, Op.Profit and PAT looks like when you zoom out.

The upwards trends continues.

No business will move linearly up or linearly down.
You can get all the numbers from their filings, so I won't talk about them.

Company Statement: bseindia.com/xml-data/corpf…

Investor Presentation: bseindia.com/xml-data/corpf…

Result Filing: bseindia.com/xml-data/corpf…
Lets talk qualitative results, what stood out for me.

Growth in FDF, this is where the major earnings will come from in the near term (1-2 years)

Healthy 21% QoQ growth even though they are building a lot more capacities.
Read 12 tweets
25 Jul
It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. How I achieved financial independence before my 28th Birthday?
2. How a janitor become a millionaire?
3. How even you can live a financially healthy life by following a few concepts?

Lets dive right in.
This year before my 28th Birthday.

My Net Worth surpassed my Lifetime Earnings and I achieved my goal of becoming Financially Independent.

Financial Independence = When you do not have to work to earn for a living, you work cause you like to on whatever that makes you happy.
Talking about money is hard and uncomfortable and writing this thread, even I do feel a tad bit uncomfortable and exposed but its a conversation we need to have, cause its an Important one.
Read 48 tweets
23 Jul
Asset Allocation doesn't have one clear answer and shouldn't depend on stage of the market.

It depends on your

- Risk Appetite
- Goals
- Psychology
- Age
- Responsibilities

Someone who is

Right out of College
Doesn't Need Money for Next 10 years
Doesn't Have any Dependents

should be allocated more towards Equities than someone who is

Heading for Retirement
Needs Consistent Income
Has Many Dependents

Your psychology also has the biggest impact. Are you someone who gets afraid and loses sleep over 5 to 10% drawdowns and wants to book profits as soon as an investment gains in value

or Are you someone who can sit peacefully and do not let the daily movement of market impact you
Read 4 tweets
20 Jul
There are many reasons to sell, but only one reason to buy.

Jubilant Ingrevia's promoter bought significant stakes just a month back.

Earnings Call today at 5pm IST.

Company still branded as commodity chemicals when it derives ~50% of its revenue from specialty chemicals.
Results, Earnings Commentary and Presentation 👇🏼

Most of the EPS increase this Quarter is due to increase revenue from Life Science Segement.
LS revenue grew mainly due to global increase in Acetic Acid prices and they had stock.

Not sure how sustainable is Rs10 EPS / Quarter.

Still good progress in overall business.
Read 4 tweets

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