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Smart Sync Services Profile picture
@SmartSyncServ
Jun 1 • 14 tweets • 6 min read Twitter logo Read on Twitter
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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
1. Apcotex Industries

smartsyncservices.com/apcotex-indust… Image
2. Birla Corp

smartsyncservices.com/birla-corporat… Image
3. Blue Star

smartsyncservices.com/blue-star-ltd/ Image
4. BSE

smartsyncservices.com/bse-ltd/ Image
5. Car Trade Tech

smartsyncservices.com/cartrade/ Image
6. Clean Science & Technology

smartsyncservices.com/clean-science-… Image
7. Craftsman Automation

smartsyncservices.com/craftsman-auto… Image
8. CreditAccess Grameen

smartsyncservices.com/creditaccess-g… Image
9. Eicher Motors

smartsyncservices.com/eicher-motors/ Image
10. Ethos Ltd

smartsyncservices.com/ethos-ltd/ Image
11. Gujarat Themis Biosyn

smartsyncservices.com/gujarat-themis… Image
12. HDFC AMC

smartsyncservices.com/hdfc-amc/ Image
13. Hester Bio Sciences

smartsyncservices.com/hester-bio-sci… Image

• • •

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More from @SmartSyncServ

Smart Sync Services Profile picture
May 31
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

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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 🧵

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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
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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.👇

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Read 6 tweets
Smart Sync Services Profile picture
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
Smart Sync Services Profile picture
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
Smart Sync Services Profile picture
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

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