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Oct 28 • 13 tweets • 9 min read
Weekend Read Investing Resources Vol 18

Stock from Sunrise Industry
Gland Pharma Lies, Disguise & Insider Sell
Microcap Investing Lessons
Valuation Lessons
Sensex to hit 1L, When?
Branded Spices Report
Crypto Explained

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#investing Image
We have launched a dedicated channel for reports.

Now you can find daily news updates on this channel but at same time Research Reports on the different channel in a clutter free manner.

Join now and share with your friends as well.
t.me/btsreports
Betting on Future Growth & Expansion: Narayana Hrudayalaya



Hospital Sector Analysis & Narayana Hrudayalaya Business Analysis

Business Overview
Financial Performance
Expansion & Future Plans
Valuation
Peer Comparison

#Healthcare #Narayanahrudalaya
The Grand Lies of Gland Pharma

Video


Thread


A curious case of Disguise, Lies, Insider Exits
Deep dive into its corporate governance and redflags

#GLANDPHARMA
#corporategovernance
#redflag
Microcap Investing Lessons from case of Ishan Dyes and Chemicals whose stock is down by 66% and promoters & biig investors have done aggressive selling

A thread 🧵 applies to every case of beaten down stock where retailers were trapped

Cash isn't king anymore! @AswathDamodaran spots a problem in valuing stocks using cash flow

aswathdamodaran.blogspot.com/2022/10/earnin…

"I see little benefit from replacing traditional multiples (like PE and EV to EBITDA) with free cash flow scaled pricing measures,"

#curatedread
When will Sensex hit the 1 lakh magic figure? Here’s some back-of-the-envelope calculations

m.economictimes.com/markets/stocks…

#curatedread
A very insightful and interesting report on Branded Spices Industry in India

avendus.com/crypted_pdf_pa…

A high margin business where Giants can reap benefits of their expertise hence everybody hunting for it.
A must read comprehensive article on Crypto

"CryptoStory : Where it came from, what it all means, and why it still matters" @matt_levine @business

bloomberg.com/features/2022-…

#curatedread
Watching : Skandal! Bringing Down Wirecard

Upstart payment firm Wirecard wowed the financial industry with its runaway success — until a tenacious team of journalists exposed massive fraud.

netflix.com/in/title/81404…
Data of the weak

In 2020 7 tech companies added $3.4 Trillion in market cap

In 2022 7 tech companies lost $3 Trillion in market cap

Life comes full circle

#META #ALPHABET #APPLE #Netflix #Amazon #Tesla #Microsoft Image
Chart of the week : How India pays via @Investywise Image
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More from @BeatTheStreet10

Beat The Street Profile picture
Oct 31
Can India still outperform even world economy slows?

FII had finally become net buyers in Indian equities in July and August, after selling stocks for nine consecutive months.

Numbers and facts supported the idea that India was recovering rapidly.
India’s retail inflation was lower than that of advanced economies like the US and Europe. Image
Last week, a statement by @FinMinIndia @nsitharaman the problem is not the falling rupee, but the strengthening dollar.

Prima facie, this statement seems correct, as the greenback has gained strength against most currencies, including the euro, pound and yen.
Read 17 tweets
Beat The Street Profile picture
Oct 29
What Exactly is "Beat The Street"

A thread on who we are and what we do..!
Beat The Street was found in July-20.
Founded by @SudzzBTS @nimishshp.

We both are Chartered Accountants having experience of 5+ years in financial markets.

That's the only team which works behind everything on Beat The Street
Our Investing Ideology can be explained from our tagline

"Read Business, Not Stock Prices"

&

"Everything About Some Stocks and Something About Every Stock"
Read 9 tweets
Beat The Street Profile picture
Oct 20
⚠️⚠️ How Uttam Galva's promoter exited the company by dumping garbage stock on Retail Investors just before equity write off and delisting ? ⚠️⚠️

A classic case where defaulting promoters make 10x return and still have control over the co
History of Uttam Galva

In 2010, ArcelorMittal entered acquired 30% stake in Miglani's Uttam Galva Steel for ₹ 500 crore.

tooj just 5 mins to seal the deal. It was group chairman Rajinder Miglani’s long association with M L Mittal, father of Lakshmi Mittal, that swung the deal
Things gone bad as They had just bitten off more than they could chew and their loans become NPA in 2016

In 2017, SBI filed insolvency application against co
Read 18 tweets
Beat The Street Profile picture
Oct 9
Weekend Investing Resources Vol 16
A thread 🧵 on what to read / watch

- Gas Sector Analysis
- Banking Sector at cusp of growth
- Smart pormoters new way of making money
- Carbon Credits
- AR Insights
- Chart & Data

Like Retweet Share Follow if you find valuable
#investing
Deep Dive into Gas Sector in India



Cover
Gas Sector Value Chain Analysis
Gas Sector Dynamics
Indian companies around Gas Supply Chain
How to make money in Gas Sector
City Gas Distribution Companies and Peer Analysis
Peer Analysis of all Gas Companies
Banking Sector is getting traction again here we deep dive into it
Read 11 tweets
Beat The Street Profile picture
Oct 8
How Promoters acquire stocks for free at the cost of retail investors ?

A thread 🧵 on new way of making free money by promoters by issuing Right Shares at steep discount

Like Retweet Share Follow if you find valuable

#rightissue #redlfag #corporategovernance Image
Right issue is generally a fundraising from existing investors by issuing right shares price lower than market price.
This is not like bonus / split where investors don't need to do anything. In right issue if you want to get benefit of acquiring shares at lower price you must need to apply and pay right issue amount.
Read 15 tweets
Beat The Street Profile picture
Aug 31
#Piramal Enterprises Demerger

Those who are thinking: Why price is down by approx 50%?
This is the quick explainer

Like and retweet for maximum reach
#PiramalEnterprises (PEL) has 2 Biz

#Piramal Pharma
#Piramal Lending/Financial

Now, To unlock value for investors in PEL, they announced Demerger in Oct-21.

After getting all regulatory approvals Now Piramal Pharma is ready to list separately.
Every 1 Shareholder of PEL will get 4 Shares of Piramal Pharma.

To list Pharma separately, first it needs to be hived off from the existing PEL biz which after Demerger will remain only lending biz.

For this, 1-Sep-22 is the record date and 30-Aug-22 was the Ex-Date.
Read 10 tweets

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