Ron || Mad About Stocks Profile picture
Apr 1 4 tweets 4 min read Twitter logo Read on Twitter
In 2018, GC picked first 67% stake for just 77 Cr.

In July 2019, GC picked additional 13% stake for 38.5 Cr.

By Nov 2019 : 100% stake acquired ‼️

Fast forward 3.5 years : FY23 #Ampere is clocking 1L/ annum in Sales 🚀

#GreavesCotton

No Recommendation.

@nagesh_a_b
And the story is just beginning I believe…

Do check a glimpse of the new products awaited , head turner for sure.

CAPITAL ALLOCATION is one parameter that I track closely by the Promoter Group . This one is on track .

No Recommendation. BIASED as invested 🙏

#GreavesCotton
While an old tweet but will give you a glimpse of the TRANSFORMATION 👇🏻
And we haven’t even spoken about the ABDUL LATEEF JAMEEL Impact that GC will see in next 2-3 years !

Read EXPORTS 🎯. #ALJ #GreavesCotton

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More from @MadAboutStocks_

Apr 1
MUKUL AGRAWAL @MukulAg77304674 is one of the HIDDEN GEMS of India’s MICRO CAP INVESTING.

He spoke 1st time PUBLICLY. You don’t want to Miss it!

I had goosebumps throughout the session ,sharing NOTES/His Words.

Read it and Re Read it !!🧵

Thank You @PlakshaUniv.

#RoleModels
You need to be RICH in your mind before you are RICH IN BANK !

$4 Tr. In around 75 years (expected by FY2024) and in next 6 years we will be $10 Trillion . 😳😀.Imagine the Opportunity.

#ChangingIndia #Opportunity

1/14
1960-1990: JAPAN 🇯🇵 became a DEVELOPED NATION.

1990- 2010 : CHINA 🇨🇳 became a DEVELOPED NATION.

2020 - 2059 : INDIA 🇮🇳 ka Time AA GAYA !

CLSA says by 2047 we will be $40 Trillion !! Basically 10X in 30 years 😳😎

2/14
Read 17 tweets
Mar 31
A new Financial Year is starting and I will set some new FY Resolutions. I covert them into ACRONYMS so that it’s easy to remember. If you like the concept, feel free to use it 🙏

#Resolution #FY24 time .

What were my resolutions last year ?👇🏻

#Journaling
FY23 Resolution was coined as IDFC 😀

#IDFC #Resolutions #FY23

Now in FY24 I am extending that Resolution, no points for guessing what’s the ACRONYM, yes it’s FIRST 😎

So what’s FIRST for FY24 ? 👇🏻

#Resolutions #FY24
#FIRST

F : FIX your PFC*💰
I : INVERT, Always Invert ‼️
R : Return Of Investment > RETURN on Investment 🍀
S: You can’t do the SAME things others do and expect to outperform. 🤡
T: Timing, Not me . TIME in the Market🎯
*PFC stands for Prepare for Crash (read 20%)

#FY24
Read 4 tweets
Jan 13
The FIGHT of BURGERS .

#RestaurantBrandsInternational ( BURGER KING) has been on my Watchlist for almost 1.5 Years . I have a PRECOMMITMENT of a Price where I want to Enter . However sometime back we visited a MALL and the story gets interesting here ! Read on .

#Burger
I Love my WHOPPER .

Wifey however spotted a new joint - BIGGIES and wanted to try that out .

And I have to admit that Burger tasted way better . On enquiring we realised it a BANGALORE based startup and growing fast across India .

So I am questioning myself about #RBI now .
Here’s the Interesting product that caught my eyes - BOTH of them gave us VEEBA’s Tomato Ketchup.

I immediately recalled at home also we get SAUCES for SALADS - majorly from #VEEBA! ( It’s not listed)

Are we looking at a future HEINZ ? Only time will tell.

Enjoy you BURGER 🍔
Read 5 tweets
Aug 18, 2022
A Deep-Dive Thread on #RateGain 🧵🧵. Let's go!

Have you heard about the movie - The Bucket List?  Jack Nicholson & Morgan Freeman portray the amazing story of two travelers in their final years, The main plot follows two terminally ill men on their road trip
with a wish list of things to do before they finally say goodbye to the world. No, this thread isn't about that movie, but decoding a company that's enabling the world's incessant desire to TRAVEL, especially that's in Turbo mode after the world being locked up for 2 years...
Hotels are striving hard to optimize costs, improve RoI and reduce the CAC (customer acquisition cost) by generating direct revenue through metasearch platforms, RateGain finds itself in a sweet spot - with its Tech stack offering.
#Vision
Read 14 tweets
Aug 16, 2022
A thread on #HCG #Hospital 🧵

This Cancer Speciality Hospital is all set to enter the "Growth without CAPEX Mode"

I would also like to thank some of the Fund Managers/ Educators for sharing their knowledge.

Disc: Invested & Biased, kindly don't treat this as a recommendation.
It's the 4th Hospital Stock in my Portfolio.

Hospitals are 5% of my Portfolio in AUG 2022, I aspire to raise it to 10% of my Portfolio by end of the year.

#Hospital #HCG #MadAboutStocks
Multiple Vectors of growth are in place for this 4000 Cr. Company.
#HealthCareGlobal #HCG
Read 7 tweets

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