Criteria to check for investing in SmallCap business for Long Term 👇
1. Management (CG & Capability) 2. Market Leader 3. Capital Allocation 4. Size of Opportunity
Investing in SmallCaps can lead to huge wealth creation but not all SmallCap businesses are worth holding for 5-10 years.
Following were SmallCap few years ago but now are LargeCap because they fulfilled above criteria : 1. HDFC 2. Infosys 3. PI Industries 4. Pidilite 5. Titan
Apr 10, 2021 • 7 tweets • 2 min read
EV Theme in India 🔦
"Electric Vehicle market in India is expected to reach $2bn by 2023"
Companies to checkout (2w & 3w market)
1. Hero MotoCorp (Ather Energy) 2. Greaves Cotton (Ampere) 3. Tube Investments 4. Atul Auto
2W EV Market
:E2W market in India has grown by a CAGR of 62% from
FY2016 till FY2020.
:34.5% of 2W market can potentially be EV by 2025
:Expected to be valued at $200 Mn by 2025
:2W EV sales of 1,52,000 units in FY2020 to about 34,50,000 lakh units by FY2025 (CAGR of 87%) 👇
Dec 20, 2020 • 20 tweets • 5 min read
Indian Investing Conclave Day 1 @IIC_2020
:Route Mobile
:Philip Carbon Black
:Borosil Ltd
:Arvind Ltd
:Hawkins Cooker
:Repco Homes
:Shaily Engineering Plastics
Route Mobile @ravidharamshi77
Investment Hypothesis in CPaaS companies
:Crossed the technology adoption chasm
:Huge addressable opportunity - Industry growth estimates 30-50%
:Profitable Unit Economics, Cash Generating, Incremental Cost Low
CPaaS growing at 40%
Nov 14, 2020 • 13 tweets • 3 min read
Acrysil Ltd *The Big Opportunity*
:Monopoly play, Ready to Expand its Wings
Market Cap : 420 cr
CMP : 157
Sales : 259 cr
PEG : 0.81
About Acrysil
:Acrysil is the pioneer in composite Quartz Technology in India and is one of the largest producers of quartz kitchen sinks in the world
