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Sahil Sharma Profile picture
@sahil_vi
Aug 7, 2021 โ€ข 5 tweets โ€ข 2 min read โ€ข Read on X
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First ๐Ÿฅ‡ in this Olympics. Wohoooo!!!

Correct comparison is to nearby countries with similar per capita incomes. India standa out head and shoulders above everybody else. Don't compare to China Japan uk and usa or russia. I am hopeful about the future.

โœŒ๏ธโœŒ๏ธ๐Ÿคž๐Ÿคž Image
Current medal table for 2020 Olympics. Image
2016 Olympics tally: Image
2012 Olympics: Image
2008 Olympics: Image

โ€ข โ€ข โ€ข

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More from @sahil_vi

Sahil Sharma Profile picture
Apr 14
Manifesto main points ๐Ÿงต

1. Every elderly above 70 years of age covered by ayushman Bharat (5 lakh health insurance)
2. 4 cr ayushman Bharat homes constructed. 3 cr more homes to be constructed
3. Cylinders delivered to each home. Now will provide pipped gas to *every* home. Crazy
Read 33 tweets
Sahil Sharma Profile picture
Jun 3, 2023
A meta ๐Ÿงต of all short videos i have made
The one on CFO to EBITDA conversion (one has to look beyond CFO for high growth companies, look at quality of inventory, receivables, business execution cycle)
The one on Change & role it plays in value creation (all value is created by change. Embrace change; its what all astute investors do)
Read 5 tweets
Sahil Sharma Profile picture
May 20, 2023
Saregama q4 was flat. I think i can understand now what the problem is

Stated guidance is to acquire 25-30% of all content released every year
In largest segment : Hindi : they acquired 5% of songs
In 2 other smaller segments : Telugu & Malayalam they acquired 20% ImageImage
look at the music segment PBT (since it's dominated by streaming, carvan low margin)
Compare it to the YouTube views growth
Q3Fy22 to Q4fy23 :
Views: more than double
Music ebit : 64 cr to 58 cr ebit. No growth at all
What does that tell us about monetization per view ImageImage
Part of the degrowth can also be due to the losses in events business. But at end of day it's a stangnant profit stream as far as Investors are concerned

Disclaimer: was invested, not invested any more. Definitely interested.
Read 6 tweets
Sahil Sharma Profile picture
Mar 4, 2023
Two kind of capital for growth

1. Working capital (inventory, receivables)
2. Capital expenditure (plant, machinery)

#1 is accounted for in operating cash flow
#2 is accounted for in cashflow from investing activities

Read each screenshot carefully, look beyond screener ๐Ÿ™
When you do you will realise following:
1. 90% of receivables are not even due. They are essentially part of the payment terms
2. 100% of inventory is raw material & cwip (higher rm for growth & higher cwip due to longer execution timelines)
3. No finished goods inventory (except what is in transit to the clients)
4. No credit impaired receivables over last 2 years
5. Negligible inventory write down

Look beyond screener ๐Ÿ™๐Ÿ™๐Ÿ™๐Ÿ™
Read 6 tweets
Sahil Sharma Profile picture
Jan 28, 2023
A lot of you call me andh bhakt
You are missing the forest for the trees. Focus on the intent, the actions, look at the broader picture. If you get lost in the details, you are basically playing into hands of forces which act to break, loot & keep india poor
๐Ÿงต
@AbhijitChavda
How many governments have the guts to implement gst? How many had the guts to take away something like old pension scheme so that poor people can benefit rather than govt employees (my own mom will lose but country before family)
How many governments had the chance to, but didn't implement direct benefit transfer. How many have worked tirelessly to create basic infra like toilets, electrification, roads, which should have happened in first 50 years of independence
Read 22 tweets
Sahil Sharma Profile picture
Jan 14, 2023
My name is XPRO & i am not a packaging film maker.

A new 7% position for me. A company promoted by Birlas.

Do retweet if you find it useful. ๐Ÿ™

๐Ÿงต
Disclaimer

I am not a sebi registered advisor. The reason i share about my learnings is to motivate everyone to do the same & build a sharing ecosystem. I firmly believe that knowledge multiplies by sharing

Nothing i share should be construed as a buy or sell reco
Outline

1. Business
2. Growth & Capex
3. Profitability
4. Industry Trends
5. Moats & Competitive positioning
6. Valuation
7. Position sizing
8. Risks & Anti thesis
Read 55 tweets

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