Ron || Mad About Stocks Profile picture
|| Investor || Charlie Munger & Warren Buffett🎯|| Follow me ONLY for Long Term Investing Mindset & Research on 🇮🇳 Stocks || Journaling my Journey 📝
Jun 18 12 tweets 6 min read
Someone asked me :

Why am I still bullish on ITC ?

You have made money , shouldn’t you just cash out ?

Also it’s too BIG now , can you get the same returns that you got in last 3 yrs ?

Good Questions 😎Let’s Deepdive.🧵

#ITC in 2023 #PF2

No Recommendation . Biased . *Dividend Aristocrat*

The DIVIDEND Investor in me loves the Dividend it pays . At 80-85% Payout Ratio, we know the Future Dividend will continue to get Bigger .

I have goals set for PASSIVE INCOME > ACTIVE INCOME . 🎯

ITC sits very well for that Target
May 29 7 tweets 6 min read
FY23 for #KrsnaaDiagnostics 🎯

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 😅( Not just REVENUE but also EBITDA 😀)

No Recommendation. 🙏 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 India’s RURAL is getting more DIAGNOSIS done ( Funded by Govt. ) .

#Growth #KrsnaaDiagnostics #FY23 Image
May 28 21 tweets 15 min read
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/ ImageImageImage What's fuelling the insane 4X Stock Price growth in under 3 Years? ( From COVID Lows)

That's almost a 69% CAGR🤔 Let's Explore.

May 26 4 tweets 3 min read
It’s been a while since I have done a PORTFOLIO DISCLOSURE Tweet 🧵.

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

FMF 1 to FMF 30 😅 ( Pick 1).

Some of the past ones that I shared earlier ( for new Followers) 👇🏻👇🏻 #FMF3 is #Wonderla

Disclosed in FEB 2023

No Recommendation

May 7 8 tweets 3 min read
Dr. Velumani onboard with 5% .

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

Founder( Siddharth Shah’s ) parents have tasted failure & succeeded.

FY22 Revenue : 6500 Cr.

Peak of Pessimism priced in ? Mostly.

#UL2 Image IPO only when it’s just 3-6 months away from hitting EBITDA Positive .

This one is a B2B + B2C + B2B2C bet .

Also it’s Diagnostics arm is smartly playing the Tier 3 & Tier 4 - BHARAT 🇮🇳 theme .

#Thyrocare #Pharmeasy
May 6 5 tweets 4 min read
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 .

#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
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 .

I am playing this theme via #REITS

How the tables have turned 👇🏻

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

Nothing is PERMANENT!🎯

#Office #changingIndia

Observe . Learn . Evolve .
May 4 5 tweets 2 min read
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 😃 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
Apr 1 17 tweets 5 min read
MUKUL AGRAWAL @MukulAg77304674 is one of the HIDDEN GEMS of India’s MICRO CAP INVESTING.

He spoke 1st time PUBLICLY. You don’t want to Miss it!

I had goosebumps throughout the session ,sharing NOTES/His Words.

Read it and Re Read it !!🧵

Thank You @PlakshaUniv.

#RoleModels You need to be RICH in your mind before you are RICH IN BANK !

$4 Tr. In around 75 years (expected by FY2024) and in next 6 years we will be $10 Trillion . 😳😀.Imagine the Opportunity.

#ChangingIndia #Opportunity

Apr 1 4 tweets 4 min read
In 2018, GC picked first 67% stake for just 77 Cr.

In July 2019, GC picked additional 13% stake for 38.5 Cr.

By Nov 2019 : 100% stake acquired ‼️

Fast forward 3.5 years : FY23 #Ampere is clocking 1L/ annum in Sales 🚀


No Recommendation.

@nagesh_a_b And the story is just beginning I believe…

Do check a glimpse of the new products awaited , head turner for sure.

CAPITAL ALLOCATION is one parameter that I track closely by the Promoter Group . This one is on track .

No Recommendation. BIASED as invested 🙏

Mar 31 4 tweets 4 min read
A new Financial Year is starting and I will set some new FY Resolutions. I covert them into ACRONYMS so that it’s easy to remember. If you like the concept, feel free to use it 🙏

#Resolution #FY24 time .

What were my resolutions last year ?👇🏻

#Journaling FY23 Resolution was coined as IDFC 😀

#IDFC #Resolutions #FY23

Now in FY24 I am extending that Resolution, no points for guessing what’s the ACRONYM, yes it’s FIRST 😎

So what’s FIRST for FY24 ? 👇🏻

#Resolutions #FY24
Jan 13 5 tweets 3 min read

#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 .

#Burger I Love my WHOPPER .

Wifey however spotted a new joint - BIGGIES and wanted to try that out .

And I have to admit that Burger tasted way better . On enquiring we realised it a BANGALORE based startup and growing fast across India .

So I am questioning myself about #RBI now .
Aug 18, 2022 14 tweets 9 min read
A Deep-Dive Thread on #RateGain 🧵🧵. Let's go!

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...
Aug 16, 2022 7 tweets 5 min read
A thread on #HCG #Hospital 🧵

This Cancer Speciality Hospital is all set to enter the "Growth without CAPEX Mode"

I would also like to thank some of the Fund Managers/ Educators for sharing their knowledge.

Disc: Invested & Biased, kindly don't treat this as a recommendation. It's the 4th Hospital Stock in my Portfolio.

Hospitals are 5% of my Portfolio in AUG 2022, I aspire to raise it to 10% of my Portfolio by end of the year.

#Hospital #HCG #MadAboutStocks