Smart Sync Services Profile picture
May 31 5 tweets 5 min read Twitter logo Read on Twitter
Masterclass on Corporate Governance

Case Study: Hikal Ltd

Great insights provided by @reachShriram Sir & his team @InGovern

Full report available on their website.

Key snippets here.

A must-read for any student of investing.

1/3 ImageImageImageImage
Irresponsibility of management highlighted.
2/3 ImageImageImage
If you do a Twitter search on #StandwithHIKAL you will get to see so many tweets in favour of the management.

All you need to do is a random check on a few profiles.

You will get the story.

Disc: No Holding, No Reco

3/3 ImageImageImageImage
Hikal has given a detailed answer to all the points raised by Ingovern.

What is interesting to note is that the 4.43 Cr salary amount which the management categorically denied, can be easily found in the Annual Report.

bseindia.com/xml-data/corpf… ImageImage
This was just a trailer.

Watch the full movie of @reachShriram Sir & @InGovern in the link below. :)

Image

• • •

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

Keep Current with Smart Sync Services

Smart Sync Services 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 @SmartSyncServ

Jun 1
Q4FY23 has come to an end.

What better way to celebrate this than reading crisp yet detailed concall notes of 80+ businesses across market caps.

Here we go!

#Q4FY23 #SSSinsights
Read 14 tweets
May 2
#Hindenburg strikes again!

This time against the legendary Carl Icahn.

We know reading 7000 words can be too much for you.

So we have read every word of it and summarized it for you.

No ChatGPT involved :)

A 🧵

Let's go! Image
Carl operates his money through a publicly-listed holding company. He holds an 85% stake.

This #hindenburgresearch report is a masterclass on how to assess a Holdco.

We are not in it for knowing whether its short attempt will be another success or not.

Top 7 insights👇
1. Always check the actual value of the reported investment

Hindenburg says Icahn overstated the value of his holdings by 22% Vs its current NAV.

CMP implies a 218% premium to NAV.🤯 Image
Read 11 tweets
Apr 14
5 Min Stock Idea

Goldiam International Ltd

Our team puts in a lot of effort to read ARs, ppts, concall transcripts & credit rating reports to write a 1-page crisp report for our community.

If you find value, plz "Retweet" to help us educate max investors.🙏 Image
This 1999-yr discussion between Mr. Utpal Sheth & Mr. Chetan Parikh, shared in a VP thread, is a Goldmine.

Some of the things that are discussed may not be relevant today as the business has evolved.

But its a treat to understand how to Deep Dive.👇

1/4 ImageImageImageImage
2/4 ImageImageImageImage
Read 6 tweets
Apr 4
Multi-baggers just happen!

You won't find them. They find you.

Microcaps, Smallcaps & Midcaps

All these are hunting grounds for finding multi-baggers.

But you got to learn the patterns and processes that increase your odds.

Introducing MissioN SMILE🙂

A short 🧵
Here are the three plans for you:

Monthly: 1499/-
bit.ly/3M2kkiL

Quarterly: 3699/-
bit.ly/42M0ui1 (21.5% Saving)

Yearly: 9999/-
bit.ly/3lY31EX (44.4% Saving)
24 Months
15 Deep Dive Research Reports
24 MissioN SMILE Webinar
12 Guest Webinars
8 Investing Karwaan Sessions
4 SSS ki Pathshala
2 Leaders ka Falsafa Sessions
2 Chintan Bbaithak Sessions with @AtulDRaval on microcaps
100 Small Cap Stock Screens (100 Cr to 2500 Cr market cap)
Read 10 tweets
Apr 3
Stock SIP Investing!

We made this presentation for the MissioN SMILE 2nd Physical Meet at The Conclave, Kolkata

In the interest of time, we didn't present.

So here are all the slides in this short thread 🧵

Let's go!
Genius Vs Average!
In case you wish to read the whole thread on Infy, here it is👇
Read 10 tweets
Mar 1
RateGain Demo Day

1st March 2023

10 am to 1 pm

Key Discussion Points

A thread🧵

"Retweet" if you find value.

Let's go!

1/17
RateGain Today is present across the modern-day traveler's journey

~Dreaming: Images on Social Media
~Planning: Search on Google, Bing
~Booking: Visit OTAs
~Pre-trip: Car Rentals
~On-trip: Great Experience
~Post-trip: Provides feedback on online portals

2/17
The Session was broken down into 5 parts

In Part 1, Bhanu Chopra, the CMD, shares a brief history of RateGain

3/17
Read 17 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!

:(