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My Value Picks Profile picture
@myvaluepicks
Apr 13, 2022 • 11 tweets • 3 min read • Read on X
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#HDFC Merger: Explained in 10 charts

1) 2nd largest bank
2) HDFC twins have been flat
3) 2nd largest company by m-cap
4) Most profitable financial company
5) New ventures for HDFC Bank
6) Higher profitability
7) How big will it be globally
8) 5th largest lender globally
9) HDFC loan books
10) 2nd largest ATM network
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More from @myvaluepicks

My Value Picks Profile picture
Mar 25
📘 Nalanda Capital's Mantra 🧵

16-Year CAGR: 19% vs Nifty: 9.5% Image
2/ Portfolio Construct Image
3/ Investment Mantra Image
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My Value Picks Profile picture
Nov 26, 2022
🎯 Long-Term Wealth Creation
⚠️ Past performance is no guarantee of future results

1) Nippon India Growth Fund
2) Franklin India Prima Fund
3) HDFC Flexi Cap Fund
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My Value Picks Profile picture
Nov 26, 2022
🧵 Howard Marks shares his 10 key elements for investing

1) Forget the short run – only the long run matters.
2) Decide whether you believe in market efficiency. If so, is your market sufficiently inefficient to permit outperformance, and are you up to the task of exploiting it?
3) Does your investment style match your personality? Do you tend more towards aggressiveness or defensiveness? Will you try to find more and bigger winners, or focus on avoiding losers, or both? (Hint: “both” is much harder to achieve than one or the other.)
4) Think of your normal balance between aggressiveness and defensiveness based on your financial position, needs, aspirations, and ability to live with fluctuations. Will you vary this balance depending on what happens in the market?
Read 9 tweets
My Value Picks Profile picture
Oct 9, 2022
BKT Tires - Key Insights from Annual Report

• Leading player in the Global Off-Highway Tire (OHT) market.
• Has a deep understanding of the OHT market, and has more than 3,200 SKUs.
• Will achieve a total capacity of 3,60,000 MTPA by FY23. /1
• Operates in large varieties low volume segment - highly technical and capital intensive.
• Caters to Agriculture, Industrial, Construction, Earthmoving, Mining, Port, Lawn & Garden Tires.
• Raw materials are Natural and Synthetic Rubber, Carbon Black and Nylon fabric. /2
• India's Largest Off-Highway Tire Manufacturer
• Manufactures in India and sells in Europe, America, Australia, and India
• Low-cost tire maker
• Huge cost advantage in terms of the employee cost
• Challenging the global leader
• Competes with Michelin and Bridgestone /3
Read 9 tweets
My Value Picks Profile picture
May 22, 2022
Do you want to know how top investors invest? 🧵

I have done a study of these portfolios.
1. Warren Buffett
2. Seth Klarman
3. Li Lu
4. Pat Dorsey
5. Greg Alexander
1. Warren Buffett ($363B)
Top Stock: 42% in Apple
Top 2 Stocks: 54%
Top 5 Stocks: 75%
Total stocks: 49 Image
2. Seth Klarman ($9B)
Top Stock: 15% in Liberty Global
Top 2 Stocks: 24.5%
Top 5 Stocks: 50%
Total stocks: 53 Image
Read 7 tweets
My Value Picks Profile picture
Dec 14, 2020
1/ #QSR Business Model
2/ #QSR Business Model
3/ #QSR Revenue
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