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6 Sep, 4 tweets, 2 min read
This one on the cement industry was our fourth article to be published on the Morningstar platform.

In this thread, we list the other three as well.

In this one, we have written about having an objective view of looking at debt in the books of companies.

morningstar.in/posts/56372/de…
Inspired by Ian Cassel's view on initial due diligence and maintenance due diligence, we took a fresh view on the buy & hold strategy of investing

morningstar.in/posts/58647/bu…
A 3-step guide to understanding the P/E ratio

morningstar.in/posts/59882/3-…

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More from @SmartSyncServ

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22 Aug
Top 23 takeaways from The Latest One Percent Show.

Prof @Sanjay__Bakshi talking to Vishal ( @safalniveshak ) on Health, Wealth and Wisdom.

And yes, also on Investing!

Grab a popcorn and here we go.
1.Never grow up. It's a trap.
2. Losing curiosity is one of the biggest traps as we grow old. We end up accepting life without questioning.
Read 25 tweets
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8 Aug
Top 17 takeaways from The Latest One Percent Show

Morgan talking to Vishal about Seeking Simplicity in the Complex World.

Hit Retweet & spread the word. 🙂🙏

Fasten your seatbelts and here we go.
1. Writing looks easier than what it is. As the reader sees the final product. And not the edits.
2. Writing is about taking the gut feeling you have and putting them into words and getting that connection.
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5 Aug
“I could get my daughter married only because of you.”

“I could invite my friends at my home only because of you.”

“My social status has improved only because of you.”
In Tier-1 and Tier-2 cities, it may sound ok to live in a rented home. But, it’s still a dream of millions of Indians to have their own home.

In Tier-3, 4, 5/ rural areas, owning a home is socially uplifting. But, it's demotivating to see the home loans getting rejected.
Here comes Mr. Sushil Kumar Agarwal (CA – AIR 10, CS) with 19+ years of experience in retail financial services in AuSFB, ICICI Bank Limited, and Kotak Mahindra Primus Limited.
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25 Jul
Sapiens: A Brief History of Humankind

By Yuval Noah Harari

Review of Chapter 16: The Capitalist Creed

"How credit was born and how we started trusting the future"

Fasten your seatbelts for this enjoyable ride on a weekend.

Retweet to share and learn together🙂🙏
Sapiens is a marathon.

Harari starts from around 13.5 billion years before the present time & then tirelessly moves towards the present time & even beyond.

As kids, many of us found history very boring. A couple of videos about the book on YouTube will change your mind.
A slow and thoughtful reading of the book can help anyone learn a lot about the evolution of mankind.

However, in this thread, we will focus on only the 16th Chapter:

The Capitalist Creed: How credit was born and how we started trusting the future
Read 46 tweets
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22 Jul
AR20-21 Notes

Praj Industries

India’s Leader in Bio-Fuel Technology

Put on your helmets & Enjoy the ride 🙂

Retweet for wider reach 🙏
1/ Current Achievements
2/ Chairman’s Message

~Ethanol Demand to rise from Govt push for 20% ethanol blending by 2025
~Launched BioPrism tech portfolio for producing bio-based Renewable Materials
~Identified growth areas like Bioplastics, Lignin products, specialty
chemicals, & others
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21 Jul
AR20-21 Notes

AAVAS Financiers

A Leading Housing Finance Company concentrating on Affordable Housing

Put on your helmets & Enjoy the ride 🙂

Retweet for wider reach 🙏
1/ Performance Overview

~Annual Revenues exceeded Rs 1000 Cr for the first time
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2/ 10 Year Report Card

~Developed Niche & maintained disciplined and conservative underwriting
~Scaled the business sustainably
~Promoted financial inclusion & led to the development of the sector
Read 14 tweets

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