Share this page!

Enter Twitter Thread URL to Unroll

Needs to be the full URL like: https://twitter.com/threadreaderapp/status/1644127596119195649

How to get URL link on Twitter App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Ron || Mad About Stocks Profile picture
@MadAboutStocks_
May 26 โ€ข 4 tweets โ€ข 3 min read Twitter logo Read on Twitter
Itโ€™s been a while since I have done a PORTFOLIO DISCLOSURE Tweet ๐Ÿงต.

Planning to do this weekend one from the FMF Gang. Let me know which one .

FMF 1 to FMF 30 ๐Ÿ˜… ( Pick 1).

Some of the past ones that I shared earlier ( for new Followers) ๐Ÿ‘‡๐Ÿป๐Ÿ‘‡๐Ÿป
#FMF3 is #Wonderla

Disclosed in FEB 2023

No Recommendation

๐Ÿ‘‡๐Ÿป๐Ÿ‘‡๐Ÿป๐Ÿ‘‡๐Ÿป
#FMF15 is #IonExchange

Disclosed in December 2022

No Recommendation.

๐Ÿ‘‡๐Ÿป๐Ÿ‘‡๐Ÿป๐Ÿ‘‡๐Ÿป
#FMF13 is #Shalby

Disclosed it in October 2022

No Recommendation.

๐Ÿ‘‡๐Ÿป๐Ÿ‘‡๐Ÿป๐Ÿ‘‡๐Ÿป

โ€ข โ€ข โ€ข

Missing some Tweet in this thread? You can try to force a refresh
ใ€€

Keep Current with Ron || Mad About Stocks

Ron || Mad About Stocks Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @MadAboutStocks_

Ron || Mad About Stocks Profile picture
May 29
FY23 for #KrsnaaDiagnostics ๐ŸŽฏ

Yes YoY will not look exciting , but we all know the reason.

Some observations on this #Diagnostics SMALL Co. which is growing at 35% CAGR ๐Ÿ˜…( Not just REVENUE but also EBITDA ๐Ÿ˜€)

No Recommendation. ๐Ÿ™ Image
You get a sense of the SCALE UP , with just one glance of this data .

31 Mn. in 5 Years Vs. 10Mn. In just FY23 .

Looks like Indiaโ€™s RURAL is getting more DIAGNOSIS done ( Funded by Govt. ) .

#Growth #KrsnaaDiagnostics #FY23 Image
March 2023 will be special for #KrsnaaDiagnostics .

It was a 1200 Cr. Co. then and had bagged a 450 Cr. Deal . That much awaited RAJASTHAN deal โšก๏ธโšก๏ธ

The RAJAasthan deal did turn the Stock Price trajectory too ๐Ÿ€

Today itโ€™s almost a 1600 Cr. Co. ImageImageImage
Read 7 tweets
Ron || Mad About Stocks Profile picture
May 28
I am revealing the MESSI of my Portfolio. #FMF10 is #CCLProducts . It has 4% of my Portfolio allocation, so I am BIASed.

If you are here for the NAME, you can skip the ๐Ÿงต. But if you want to know the THESIS, stay on. It will be a LONG Thread, as it's my 2 Years of Research!
1/ ImageImageImage
What's fuelling the insane 4X Stock Price growth in under 3 Years? ( From COVID Lows)

That's almost a 69% CAGR๐Ÿค” Let's Explore.



2/
In JUNE 2021 I wrote this first & small thread on #CCLProducts. It was at 300 Levels.



Have touched upon why I sensed it was a STRONG re-rating Candidate.

I started NIBBLING in "APRIL 2021" ( I ALWAYS FAIL to catch the BOTTOM and that's OK๐Ÿ˜…)
3/ Image
Read 21 tweets
Ron || Mad About Stocks Profile picture
May 7
Dr. Velumani onboard with 5% .

Aditya Puri inducted into the board and my guess will me made Chairman soon .

Founder( Siddharth Shahโ€™s ) parents have tasted failure & succeeded.

FY22 Revenue : 6500 Cr.

Peak of Pessimism priced in ? Mostly.

#UL2 Image
IPO only when itโ€™s just 3-6 months away from hitting EBITDA Positive .

This one is a B2B + B2C + B2B2C bet .

Also itโ€™s Diagnostics arm is smartly playing the Tier 3 & Tier 4 - BHARAT ๐Ÿ‡ฎ๐Ÿ‡ณ theme .

#Thyrocare #Pharmeasy
My Scuttlebutt revealed peak of TECH employee firing done by last December . Now realistic numbers have settled in .

Definitely 2022 has been a year of reevaluation ( maybe all thanks to Zomato, Nykaa & PolicyBazaars of the world)

$9 BN. to $6 BN. to where ? ๐Ÿ˜ƒ
Read 8 tweets
Ron || Mad About Stocks Profile picture
May 6
Indira IVF has 114 Centres. Did 40K IVF procedures in 2022 & is Indiaโ€™s No.1 Infertility clinic.

BLACKSTONE, KKR , BAIN everyone wants to snap it for $1 BN. โšก๏ธ

FY23 Revenue : 1250 Cr. // EBITDA -350 Cr.

Itโ€™s expected to be $3 BN. Market by 2030 .

#Healthcare #IVF
India sees around 3.37L cycles of IVF in a year & AIIMS Research says this is only slated to grow with Marriageable age on the rise in India . They expect 10-15% of married couples will undergo this treatment.

IVF typically costs are 1.5-2L today . Do your maths
I was reminded of MILANN from the HCG stable . Though tiny today , growing aggressively.

Management wanted to divest it off few years back , but I guess sensing the opportunity has changed course & now is focusing on growing .

#HCG #Milann #IVF
Read 5 tweets
Ron || Mad About Stocks Profile picture
May 6
As per NASSCOM report 100 GCCโ€™s were set up in CY2022.

Was reminded of a 2022 report from Morgan Stanley and Ridham Desai spoke eloquently about this Megratrend last year :

INDIA is going to be the โ€œOffice of the Worldโ€๐ŸŽฏ @rndx1

Are you playing this theme ?
Having worked in a GCC 8 years ago, it did help me connect the dots .

I am playing this theme via #REITS

How the tables have turned ๐Ÿ‘‡๐Ÿป

2019 it was IT/ITES that led this space , in 2023 itโ€™s GCC.

Nothing is PERMANENT!๐ŸŽฏ

#Office #changingIndia

Observe . Learn . Evolve .
Hereโ€™s the kicker though:

500 more GCCs are expected to come to ๐Ÿ‡ฎ๐Ÿ‡ณ over the next few years !
Read 4 tweets
Ron || Mad About Stocks Profile picture
May 4
First thoughts :

#Nexus #REIT opportunity looks great .

India has 100 Grade A Malls - 17 of them are with BLACKSTONE backed NEXUS.

They aspire to take this number to 35 in the next few years .

They DONT build Malls - They just ACQUIRE ๐Ÿ˜ƒ
During COVID, they snapped 7 Malls in South from the Prestige Group .

Folks in Bangalore would have seen FORUM Mall in Koramangala becoming NEXUS .

I saw last year Westend Mall becoming Nexus in Pune .

Trend is clear . #REITS #Nexus
What makes it interesting is : They have access to 1000 Brands - ZARA , PUMA , LEVIS , QSR Giants etc .

With all they have a Revenue Share Deal !!

So this is a CONSUMPTION Play on India and less of a Real Estate Bet !

The 8.5% Dividend Yield is the Cherry ๐Ÿ’ on the Cake !
Read 5 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

Send Email!

:(