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 🧵. 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/
What's fuelling the insane 4X Stock Price growth in under 3 Years? ( From COVID Lows)
Indira IVF has 114 Centres. Did 40K IVF procedures in 2022 & is India’s No.1 Infertility clinic.
BLACKSTONE, KKR , BAIN everyone wants to snap it for $1 BN. ⚡️
FY23 Revenue : 1250 Cr. // EBITDA -350 Cr.
It’s expected to be $3 BN. Market by 2030 .
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
May 6 • 4 tweets • 2 min read
As per NASSCOM report 100 GCC’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 “Office of the World”🎯 @rndx1
Are you playing this theme ?
Having worked in a GCC 8 years ago, it did help me connect the dots .
#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 .
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...