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Sahil Sharma

@sahil_vi

7 Jan

Mirza International.

Red Tape. Mode. Oaktrak. A thread.

Let us try to understand the possible reason(s) behind recent ferocious price increases. Let us also understand how to analyse a business through innovative means.

Please ReTweet if you find it useful.

🧵🧵🧵 👇

I will structure the deep dive into 5 segments:
1. Industry Trends & Opportunity size
2. Brands/segments
3. Corporate Governance
4. Recent Triggers
5. Scuttlebutt
6. Valuation
7. Anti-thesis
8. Thesis/Conclusion

1. Industry Trends
Mirza international is in the business of building consumer brands for Shoes & Related Athleisure clothes (sports wear, sweat shorts & the likes). Imagine it to be like a middle or low income person’s Nike.

Read 79 tweets

Sahil Sharma

@sahil_vi

7 Jan

https://twitter.com/SwarnashishC/status/1479281932689043460

Let's discuss facts :
Facts:
1. Spotify makes 1.46$ per ad customer. 12.6$ per paying subscriber.
2. Spotify shares a % of that revenue with the content label in proportion to # of streams of songs.
This means one with higher streams gets higher share of that 12.5%.

https://twitter.com/SwarnashishC/status/1479281932689043460

This means that move from ad to paid results in an 8x upside. Till will most likely happen over a period of 10-20 years. Add to top & bottomline growth.

Fact:

He mentions receiving share of subscription in addition to the 10 Paisa.

Read for yourself.

Read 7 tweets

Sahil Sharma

@sahil_vi

25 Dec 21

2021.

Easy to move down the quality curve in 🐂 market.

Here are 21 companies that I studied in 2021 but decided not to invest in. #21 might blow your mind. 🤣🤯

Will also share some consolidated learnings. Please Retweet to help max investors. 🙏

🧵🧵🧵

@Gautam__Baid

Recently learned from a @Gautam__Baid sir video ( video on how to generate investment ideas):
something which is common to all achievers is their art of saying no. I have learned the same in my studies. This thread contains a list of ideas I said no to.

Format:
1️⃣ What I liked about that company.
2️⃣ What I did not like about the company.
3️⃣ Why I did not invest in the company.

Other investors can have a different perception about the company & investment & that is okay. Because & repeat after me:

Read 73 tweets

Sahil Sharma

@sahil_vi

17 Dec 21

Everyone talks about 10 baggers. I want to talk about a Reverse 20 bagger.

An 'investment' which reduced my capital by 20x.

This is the story of how I 'invested' in Yes Bank & Lost Lakhs of rupees.

🧵🧵👇

1️⃣ How I got hooked

Much before i discovered ValuePickr and screener, I was kind of building a screener of my own, crawling data from websites and using SQL to do the screening part. One of the very first concepts I learned was that of “mean reversion”.

If you buy companies with low P/E multiples, then the P/E multiples mean-revert. Sounds so good in theory, but difficult to implement in practice. One of companies I found this way (screening on my own) was Yes Bank.

Read 30 tweets

Sahil Sharma

@sahil_vi

10 Dec 21

Lets discuss how to invest in equity directly, the end to end picture, taking as an example my largest holding: RACL ⚙️ 🖥️

🧵🧵👇👇

I am not a financial advisor & please don’t treat any of this as financial advice. Also, please dont think of whatever i say here as gospel or the absolute truth. This is only my perception of the truth.

I am not your Guru.

A little bit of framework/paradigm building up-front, please bear with me.

Here is the 1 tweet summary. 1000s of hours of reading, writing & contemplation.
Then, decades of patience. If we get both the steps roughly right, then some 💰💰.

Read 65 tweets

Sahil Sharma

@sahil_vi

10 Dec 21

Buffett often gives an example in his interactions of buying 10% of the earnings of a classmate. Which one would you pick?

The crazy thing is that crypto currency now allows us to do that. To Me, that's properly batshit crazy here's why.

Until now, companies could raise debt & equity. Equity raising got easier with size. Larger companies find it easy to raise equity. Individuals had no formal easy to use system to raise equity. Well, now such a system exists.

All work, all value creation, is essentially capital allocation (time+money+passion). I have some internal calculation for what success would look like for me, as a capital allocator 30 years down the line. Based on that future value, I can raise a crazy amount of money today.

Read 6 tweets

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